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Some important questions
I sent these questions last week - just wondering if anyone had a chance to think about some answers? We've decided we're going to sign up (once our free trial is over) so we're keen to get these queries sorted. Thanks!
1. How does backing up work? Is there a regular backup of the server at your end and/or can we export data somehow to be as safe as possible?
2. We're currently using a system I developed using Filemaker but want the online collaboration that Periscope provides. Is there a way of exporting stuff from Filemaker (CSV, XML or similar) in such a way that it can be exported into Periscope - contacts, codes etc.? Obviously depending on how I've set up the Filemaker database!
3. The website mentions working with existing email and accounting software. We use Sage to handle our accounts and there is a 'Sage Code' on the contact page - is there some nice integration that we can utilise?
4. Is there a file store limit? In other words, is it just for the odd Word doc or can we share Photoshop files and large print-ready PDFs on there?
5. Another thing the website mentions is the ability to schedule holidays for users. How does this work?
6. What is a task? I have a '0 unfinished tasks' message at the top of my page, what does that relate to?
7. I've added an invoice line to a project and on the page where I input the info it already had VAT set at 15% but once I've submitted that the list in the invoice tab says there's no VAT. If I try and edit this and put 15 (or 15.00) in the VAT field and hit submit, it still says 0.00 for VAT. How do I fix that?
8. The website mentions copying Periscope in on an email by including the project code in the subject - but what email address do I send it to?
The following queries may be feature requests or they may already be possible!
9. Is there a way to edit the time it keeps someone logged in for? I tend to keep the window open all day so I can add stuff to it whenever I want. I understand it's a security feature but it would be useful if I wasn't logged out so frequently.
10. Is there a way to edit the options under job status? It would be great if within 'In Progress' we could break it up into 'On hold/At printers/With client' etc.
11. Is there a way of adding stuff to the daily timesheet that isn't specifically related to a job so our accounts person can fill in, for example, 2 hours spent sending invoices?
12. If we add a few invoice lines to a project then it looks like each of them need to be individually edited to mark them as 'sent' and then the project status also has to be changed. Is there a way of streamlining this?
1. How does backing up work? Is there a regular backup of the server at your end and/or can we export data somehow to be as safe as possible?
2. We're currently using a system I developed using Filemaker but want the online collaboration that Periscope provides. Is there a way of exporting stuff from Filemaker (CSV, XML or similar) in such a way that it can be exported into Periscope - contacts, codes etc.? Obviously depending on how I've set up the Filemaker database!
3. The website mentions working with existing email and accounting software. We use Sage to handle our accounts and there is a 'Sage Code' on the contact page - is there some nice integration that we can utilise?
4. Is there a file store limit? In other words, is it just for the odd Word doc or can we share Photoshop files and large print-ready PDFs on there?
5. Another thing the website mentions is the ability to schedule holidays for users. How does this work?
6. What is a task? I have a '0 unfinished tasks' message at the top of my page, what does that relate to?
7. I've added an invoice line to a project and on the page where I input the info it already had VAT set at 15% but once I've submitted that the list in the invoice tab says there's no VAT. If I try and edit this and put 15 (or 15.00) in the VAT field and hit submit, it still says 0.00 for VAT. How do I fix that?
8. The website mentions copying Periscope in on an email by including the project code in the subject - but what email address do I send it to?
The following queries may be feature requests or they may already be possible!
9. Is there a way to edit the time it keeps someone logged in for? I tend to keep the window open all day so I can add stuff to it whenever I want. I understand it's a security feature but it would be useful if I wasn't logged out so frequently.
10. Is there a way to edit the options under job status? It would be great if within 'In Progress' we could break it up into 'On hold/At printers/With client' etc.
11. Is there a way of adding stuff to the daily timesheet that isn't specifically related to a job so our accounts person can fill in, for example, 2 hours spent sending invoices?
12. If we add a few invoice lines to a project then it looks like each of them need to be individually edited to mark them as 'sent' and then the project status also has to be changed. Is there a way of streamlining this?
I’m indifferent
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Inappropriate?1. We take an hourly backup which is stored in multiple external locations. There's no facility for you to export data, but we can provide this manually, and we're looking at adding this feature so you can do it yourselves.
2. Again, there's no function yet to import data, but we can of course import the data for you. There may be a charge depending on the state of your data.
3. Periscope uses a product called Sage Order Importer to get data in to Sage. This is 3rd party software, available from http://www.sageorderimporter.com/ at a one time cost of £100.
4. There's no limit on what you can store! We operate a fair usage policy, but there's no strict limit. The service isn't intended, and isn't practical for storage of large files (greater than a few MB) as there's no support for resuming uploads and it will take you a long time to upload large files! We think it's great for storing documents and individual assets, and you can automatically upload these by copying Periscope in on an email!
5. Unfortunately this feature isn't available yet
6. An incomplete function - in future you'll be able to assign a task, a smaller unit of work than a project, to an individual
7. This might be a bug. I'll have a look and let you know.
8. I'll send you the details for this
9. Checking the remember me box when you log in should remedy this. We'll look at increasing the time but it probably wouldn't be longer than an hour for security reasons.
10. I can set these manually for you, at the moment it's not something you can manage. We recommend the default set so that the projects list shows all your 'in progress' jobs, but we'd be happy to add more statuses if you'd like.
11. We use a couple of what we call 'holding jobs' for things like internal meetings, invoicing, or making the tea! At the moment it's the best way to manage these jobs.
12. That's correct. We recommend that invoice lines are created when a job is created as it greatly speeds up invoicing at the end of the month! You then mark them as ready, when they are ready. It would certainly make sense to add a button to mark all lines as ready, and I'll add this to the feature request list. Upon exporting all lines on a project to Sage, a project is automatically marked as invoiced.
It's great to hear that you're interested in signing up. Althought the trial says it is limited to 40 days, we're actually extending that period for now while a couple of things aren't quite right.
I'll send over the aforementioned information so that you can check out features like the email integration. If you've any further questions give us a shout!
I’m happy
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this answers the question
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Inappropriate?Dave, thanks for your answers. That all sounds good - I'll look forward to getting more info on email integration etc. Checking the 'remember me' box does work (sorry - missed that!) and I think I'll stick with the preset job statuses for now.
One request that would be great to get sorted now is resetting the job numbers. You mentioned on a previous conversation that you could set this to a number for me so that I can have a reasonably seamless link from my old system. If that's still cool, could you set the job number to 1200 so that when I next create a job it's 1200, 1201 etc.? Cheers!
Think that will sort it for now and I'll wait to hear on developments on the other things (holidays/tasks etc.).
Thanks again,
Jon -
Inappropriate?Hi Jon,
I've set the next job number to 1200.
Cheers
Dave
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this answers the question
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