2018 Beta Version History

Contents of this Page


Introduction

This page provides information for our test sites.  It lists enhancements in the "Test" version that have not yet been brought into the main version of our software.  All enhancements up to 19 August 2016 have been incorporated into the normal production version.

Click here to see the Version History for the "production release" of our software.


Accumulated Changes in our Latest 2018 Release (3 Aug 17 - 30 Aug 18)

The major priority over this period was continued implementation of work-arounds for the Windows 10 issue. The biggest and most complex one of these was a virtual re-write of the Time & Cost Invoice Editing facility. (For more info on the problem for Windows 10 users, see: Windows 10 Issues)

Main Menu and Utilities Library:

  • Continue to implement the Windows 10 work-around in many places that are frequently used by multiple users:
    • Time Cost:  Timesheet entry, Invoice Editing, and several reports
    • Sales Admin:  Editing Quotes, Orders, Invoices, and Products, plus Product selection
    • Debtors:  Posting Invoices, and sending transactions to the GL
  • Fix bug where some windows occasionally crashed during close of the entire software (initiated through the red cross)
  • Reports: Centralize narrow columns of codes and other short text, and several other improvements
  • Improvements to facility that generates email
  • Improvements to the common tabular viewing and selection facility (e.g. selecting Clients, Jobs, etc.)
  • Numerous minor improvements behind the scenes

Address Book:

  • Improvements to facility that checks all Client Codes - now handles single quotes in names better
  • Drill-Down page tabs and slaved windows: Implement Windows 10 work-around, and enable / enhance sorting if click on column headings

Jobs Module:

  • Drill-Down page tabs and slaved windows: Implement Windows 10 work-around, and enable / enhance sorting if click on column headings
  • A couple of minor improvements behind the scenes

Time & Cost:

  • Significant enhancements to Invoice Editing to support multiple Window 10 users editing separate invoices simultaneously
  • Further improvements to Windows 10 work-around for Timesheet Entry, Invoice Creation, Invoice Editing, and various reports
  • Opening the Timesheet entry form: it now checks for any missing / incomplete Timesheets in the current month, and displays any it finds
  • Timesheet Entry now has a new tick-box to control whether information is copied from the previous line, when you add a new line
  • Improvements to assigning Write-offs / WIP to staff while editing invoice lines
  • Improvements to printing invoices:
    • New configuration options: Logo on left or right, suppress Remittance Advice at the bottom (and use the extra space for invoice lines)
    • Several special cases like GST Incl Disbursements only (with no charged time)
  • Improvements to Draft Invoices Report - including integrity check for various anomalies first
  • Numerous minor improvements behind the scenes

Debtors Module:

  • Complete re-write of facility to Rebuild Aged Balances: Uses Windows 10 compatible technology, is much faster, reports on exceptions before offering to fix them.
  • Significant improvements to logic of Allocation Integrity Checks (Windows 10 compatible technology and much faster)
  • Improvements to the Credit Limit Report
  • Significant improvements to the Draft / Unposted Invoice Report
  • Implement Windows 10 work-around into some other programs
  • Various other minor improvements

WorkFlow Module:

  • Significant improvements to Reschedule facility

Doc Admin Module:

  • Very minor changes

Job Scheduling Module:

  • Very minor changes

Windows General Ledger:

  • New Ability to add Revenue, Expenses, and Tax sections to Trial Balance and other reports
  • Bank Reconciliation: Various improvements
  • Improvements to Transaction Entry
  • A few other minor improvements

Creditors Module:

  • Significant enhancements for Windows 10 compatibility in various places
  • Significant improvements to TranLine integrity check
  • A few other minor improvements

AutoBank Module:

  • Significant enhancements to matching and posting receipts to the Debtors Module
  • Significant enhancements to matching and posting transactions to the General Ledger Module
  • Improved support for ASB
  • Support for American Express
  • A few other minor improvements

Transfer Facility:

  • Suppress unnecessary emailed warnings (for trivial exceptions that are handled anyway)
  • Use the WinUtils library from the Beta or Beta2 version if this is more recent than the "Normal" one
  • A few other minor improvements

Sales Admin Module:

  • Windows 10 work-around:  Further tweaks to Editing Quotes, Orders, Invoices, and Products, plus Product selection
  • A number of improvements to printing Invoices, Orders, and Quotes
  • Creating an Invoice from an Order: Display detailed information if one or more products have insufficient stock on hand
  • Enhancements to various reports:  New "Product Summary" reports, New "Stock on Hand" and "Customer Order" sort/group options, smarter adjustment of column widths, etc.
  • Some tweaks and improvements to Product editing and selection, and to adding new products
  • Improvements to several integrity checks:  "Duplicated Products" and "Lost Products"
  • New integrity check for 'Orphaned Lines in Invoices, Orders, & Quotes
  • Many other minor changes

Inventory:

  • Stock List Reports: Fix bug with Inwards Goods received after the cut-off date
  • Print Stock Take Sheet: Add optional ability to suppress the 'Stock on Hand' column, and automatically adjust column widths
  • Improvements to Purchase Orders
  • Stock Movement Report: Fix bug where identical entries on the same day were being dropped
  • A few other minor improvements

Dashboard

  • No Changes

 

Accumulated Changes in our Final 2017 Test Release (20 Aug 16 - 2 Aug 17)

The major priority over this period was to implement a work-around for the Windows 10 issue that emerged last year. The changes for this were all deep in the 'engine-room' of respective modules, and not readily apparent when you view the screens. However, you may notice when scrolling through lists, that it occasionally pauses briefly as it retrieves the next set of records. (For more info on this see: Windows 10 Issues)

Main Menu and Utilities Library:

  • Implement the Windows 10 work-around in many places that are frequently used by multiple users:
    • Time Cost:  Timesheet Entry, Invoice Creation, and Invoice Editing
    • Sales Admin:  Editing Quotes, Orders, Invoices, and Products, plus Product selection
    • Address Book:  Drill-down to secondary data
    • Jobs:  Drill-down to secondary data
    • Debtors:  Posting Invoices, and sending transactions to the GL
  • Email configuration:  This better supports other email clients such as Thunderbird, and has options to use Outlook with or without the "nag bypass"
  • Improved support for multiple monitors
  • New facility to run "Overnight Integrity Checks"
  • New "VOIP Soft-phone Dialer" facility (see "View > Personal Preferences" menu) for phone numbers in the Address Book
  • Several reports are now also saved as a *.txt file to a special folder called "\Adminsoft\_Reports"
  • Numerous minor improvements

Address Book:

  • New Auto-Dialer facility if you have a "soft-phone"
  • Windows 10 work-around in all drill-downs to secondary data

Jobs Module:

  • New "Uninvoiced Jobs Report"
  • Enhancements to Job configuration settings, for implementing changes to the Job-Code template
  • Windows 10 work-around in all drill-downs to secondary data

Time & Cost:

  • New integrity checks of GST in Timesheets and Invoices
  • Implement Windows 10 work-around for Timesheet Entry, Invoice Creation, and Invoice Editing

Debtors Module:

  • New Opening Balances Report
  • Rebuild Balances now has option to rebuild just the 'active Clients / Debtors'
  • Overnight Integrity Checks:  Rebuild Balances
  • Add some more 'smarts' to Allocation logic
  • Implement Windows 10 work-around for Posting Invoices, and sending transactions to the GL

WorkFlow Module:

  • No Changes

Doc Admin Module:

  • No Changes

Job Scheduling Module:

  • No Changes

Windows General Ledger:

  • Improvements to "Locked Periods"
  • Bank Reconciliation: Improvements to "Find" and "Delete" facilities
  • New Report: Recent Data-Entry dated in locked or earlier periods"

Creditors Module:

  • A few minor changes.

AutoBank Module:

  • One minor change when importing bank files

Transfer Facility:

  • Improvements to the 'Notebook' direct sync and compare with a restored backup from another office

Sales Admin Module:

  • Windows 10 work-around:  Editing Quotes, Orders, Invoices, and Products, plus Product selection
  • Improvements to "Customer Order Intergrity Check"
  • Added "Check for 'Lost Products' in Quotes, Orders, Invoices, & Adjustments"
  • Some tweaks and improvements to Product selection, and specifying Product Type
  • New "Check/Fix Tallies" and "Check Spelling" buttons in Product data-entry window
  • Added "Financial Year" and "Calendar Year" into report group options for "Analysis" reports
  • Many minor changes in the engine-room

Inventory:

  • If merging Products, also merge any Adjustments
  • Improvements to "Stock Movement Audit Report" (so that a couple of quirky permutations in the data are handled correctly)
  • Adjustment Exception Report:  New Adjustment integrity report that identifies and lists possible exceptions
  • Can now print "Stock-Take Sheets" for a limited range of Locations
  • Overnight Integrity Checks:  Rebuild Stock on Hand and Customer Orders
  • Windows 10 work-around in several places

 

Click here to see earlier changes that have now been implemented in the "Production Release" of our software.


Please contact our Help-Desk (Support@Adminsoft.com or phone +64 9 262 2020 Ext 2) if you have questions or would like more information about new features in various releases.