2019 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.


Final additions to the Main 2020 Release (on 27 Jan 20)

Main Menu and Utilities Library (v9.80 & v8.93):

  • Help Menu: Added "Remote support using 'Chrome Remote Desktop'"
  • Wizards: If you click on the "Finish / Print" button when not on the last page, it now steps through each active page to implement its default settings. (Previously it sometimes missed these.)
  • A number of new tools in the engine-room for HTTP links to APIs for various server back-ends.
  • Several minor changes

General Ledger (v2.08):

  • Support for "From" and "To" ranges for Account Components in various report wizards

No Changes:

Address Book, Jobs, Time & Cost, Debtors, Creditors, AutoBank, WorkFlow, Doc Admin, Job Scheduling, Dashboard, Sales Admin, Inventory, & Post Codes

 


 

Contents of minor update on 3rd December 2019)

Time & Cost (v9.29 - 28 Nov 19):

  • Printing Invoices with Section Subtotals:  Minor tweak to vertical alignment of the horizontal line above each subtotal.

Debtors Module (v8.69 - 3 Dec 19):

  • Fix bug selecting Debtors, when printing / emailing a batch of debtor statements.

No Changes:

Main Menu, Utilities Library, Address Book, Jobs, General Ledger, Creditors, AutoBank, WorkFlow, Doc Admin, Job Scheduling, Dashboard, Sales Admin, Inventory, & Post Codes

 


 

Contents of November 2019 Release

Main Menu and Utilities Library:

  • Added new Font Scaling and Line Wrapping Adjustment settings, as a workaround for a quirk with Windows 10 and the 3rd party PDF product we use. This provides an ability to handle nuances of individual computers - when generating PDF files (of invoices and statements) for sending by email.
  • In report wizard item selection pages, you can now sort jobs (or other items) by clicking on column headings
  • Improve how American Dates are formatted in reports
  • Export reports to file (from Preview screen) now supports CSV, XML, and TXT (tab seperated values) file formats.
  • Various other improvements

Address Book:

  • Get the User Defined Fields Report to work better
  • Several minor improvements

Jobs Module:

  • Several minor improvements

Time & Cost:

  • Invoice Editing:
    • When you click back onto the form, it now refreshes the local copy of the Client and Job records, in case you have edited them (e.g. in a slaved window)
    • Added automatic saves in a couple of places for greater robustness - e.g. if you click into the 'Invoice No' field.
  • Printing invoices:
    • Implement new font scaling and line wrapping config settings when generating Invoice PDF files
    • Improve section subtotal formatting (both hours and $ values)
    • Minor tweaks to the invoice layout: Hours / units are now centralised in their column, & Descriptions can go a fraction wider.
    • GST Inclusive Disbursements: Added a column heading for the GST Inclusive Amount column
    • Several improvements to various parts of the program logic
  • Timesheet Entry: Extra logic and safety checks to ensure that the internal cost is always filled in correctly
  • Timesheet Details Report:
    • Added several new group / sort options, and improved the logic for some of the existing options
    • Job selection step in wizard: Additional columns ('Earliest' and 'Latest'), and now able to sort by clicking on column headings
    • Improve the speed of various aspects while generating the report
    • Fix bug, where identical timesheets on the same day were not fully included in the totals
  • Overtime Report: Added support for hyphen and tilda (~) being used in space-holder lines (e.g. a lunch break)
  • Control Report: If Excel is not installed on the computer, don't try to display graphs of the Monthly report (which will cause it to crash)
  • Several other minor improvements

Debtors Module:

  • Statements: The Client ID is now centralised within its box
  • Several other minor improvements

Job Scheduling Module:

  • Rebuilt, so incorporates several changes to class libraries

Windows General Ledger:

  • Improvements to reports based on Alternative Account Code Schemes
  • Cash Flow Report:
    • Fix bugs in Quarterly & Annual Time-Breaks
    • Flip the sign of Bank Transfers section, so that its lines are more intuitive. (We can do this, because the Bank Transfers section totals to zero)
    • Almost completely rewrite logic for adding Opening and Closing Balance records by Bank Account, so that it also works for Daily, Weekly, Quarterly & Annual reports
  • Transaction Audit Report: Get Alternative Account Code Schemes to work
  • New config settings (on Page 4 "Bank Dates"), for the number of days later that deposits can be banked, and incorporate into Bank Reconciliation checks
  • Bank / Cash Transaction Entry: New "Bank Batch Type" option for specifying "Deposit Batches"
  • Added "Transaction Templates" (including Split Transactions)
    • Transaction Entry form: New buttons for saving and using templates
    • Incorporate into editing and saving Split Transactions
  • Split Transaction Entry:
    • Support "Deposit Batches" - use positive $ values, as more intuitive to enter them this way (plus program logic to flip these when saving)
    • Fill in the Reference and Remarks if they are empty (e.g. not specified in their template)
    • For charities and small businesses that are not GST registered, hide the GST column
    • Significant improvements to the supporting program logic

Creditors Module:

  • Several minor improvements

AutoBank Module:

  • Posting transactions to the General Ledger:
    • Improve logic, so can now match a batch of deposits banked several days later, and also match split transfers from another account (e.g. multiple credit cards paid automatically but appearing as a single transaction line in the main bank account)
    • If the "Other Party" (or Details1) has a numeric value > 100, then it is probably a bank reference. Don't try to match it as an "other party"
    • Utilise new GL config variables for matching GL tx by Amount & Date
    • Improve the default Reference and Remarks for several special cases
    • Hide the GST column, if GST is not in use (e.g. charities and very small businesses)
    • Better support if using GL Account Components
  • Utilise the new GL config variables for matching GL tx by Amount and Date in several integrity checks
  • GL Integrity Check: Fill in any missing links back from the GL, where they can be obtained from their source Debtor transaction
  • Assigning deposits to Debtors: Improve the logic to handle several more special cases
  • Improve the default definition for BNZ bank accounts (support additional columns in import files)
  • Better support for use by charities - who don't run the Debtors module
  • Several other improvements

Transfer Facility:

  • Several improvements to the Extract logic, and avoid false positives with a couple of error messages
  • Improved some of the info reported in various log files

Sales Admin Module:

  • Better support for Date User Defined Fields in report wizards:
    • Add them into the main "Date Type" selection in step 5 of the wizard
    • Add them into the group / sort list in the "Sort Order" wizard step
  • Analysis Reports: Display the full Product Name, rather than just the first 25 characters
  • Line Detail Reports: Automatic adjustment of column widths, and improve column headings
  • Several other improvements

No Changes:

WorkFlow, Doc Admin, Job Scheduling, Dashboard, and Inventory

 


 

Accumulated Changes in our Main 2019 Release (1 Sep 18 - 27 Aug 19)

Main Menu and Utilities Library:

  • Fix a bug in Graphing facility.
  • Enhanced email facility - Can now include client contacts as CC and BCC addressees when send via MAPI email clients (e.g. Thunderbird)
  • New Street Map facility - after Google changed their interface
  • Continued improvements for new Windows 10 technology
  • Improved ability to recover records that have been corrupted by the Windows 10 issue.
  • Support for wider date columns in reports run in the USA.
  • Record the Version used in Sign-on history and add as column in the report.
  • Numerous minor improvements

Address Book:

  • Place details on clipboard:  Also show what the address details will look like in invoices
  • Drill-down to Jobs:  Include Jobs where this client is the "Invoice Client"
  • Drill-down to timesheets:  Improve default of WIP or All when move onto a new client
  • Several minor changes

Jobs Module:

  • Fix bug - the "Reports" button had become inactive.
  • Save details immediately (if changed) when move the mouse out of a multi-line text field
  • Improve how the separator and sub-job codes are handled in config settings, and several special cases
  • Job list as drill-down from other data can now be sorted by clicking on column headings
  • Several minor changes

Time & Cost:

  • Timesheet entry:
    • Major re-write to avoid Windows 10 issues in multi-user environments
    • Better handling of GST Inclusive disbursements
    • Improvements to the Disbursement Details pop-up window
    • Support for Departments:  managers can only view / edit timesheets for their own staff
  • Invoice Editing:
    • When send a whole line back to WIP, immediately make it a 'No Print' line.
    • If Microsoft Word is not installed, disable the Spell-Check facility
    • Better support for blank comment lines
    • New command buttons to move lines up or down within the invoice
  • Creating Invoices with multiple Jobs (or subjobs):  Add the Job Code to respective Job heading lines
  • Some additional integrity checks after creating a new invoice
  • Sort order list for reports:  Promote 'Month' above 'Date' in the drop-down list
  • Summary Invoice reports:  Improve sorting and grouping by month and date
  • Timesheet Detail Reports:
    • Fix bug at sites that do not have ahte GST field in their WorkCode table.
    • Re-write its engine, so Windows 10 compatible
    • Suppress Client sub-total section if it is identical to the Job one immediately above (i.e. only a single Job for them)
  • Overtime Report:
    • Ignore spacer lines in timesheets (with '-' as the Client or WorkCode) for lunch breaks or private matters
    • For sites that use 'Units' rather than 'Hours', remove any extra decimal places
  • Support for 'Overnight Integrity Checks' at larger sites
  • Rebuild Indexes checks for timesheet lines trashed by the Windows 10 issue, and fixes or deletes them
  • Several improvements to "Check Invoice Headers and Lines" (integrity check)
  • Improvements to 'Check Links to the Address Book' - now runs much faster, and can specify a starting cut-off date
  • New 'Check WIP Timesheets for Coding Exceptions' facility
  • New 'Disbursement Coding Exceptions' report
  • Improvements to 'Check GST in Timesheets'
  • Improvements to 'Check for WIP on old completed Jobs'
  • Numerous minor improvements

Debtors Module:

  • Fix bug in 'Rebuild Balances' if periods span two calendar years
  • Several minor changes

WorkFlow Module:

  • Minor changes

Doc Admin Module:

  • Minor changes

Windows General Ledger:

  • Minor changes

Creditors Module:

  • Fix bug that sometimes caused an error during Journal entry

AutoBank Module:

  • GL Integrity Checks:  Now has a 'start date' to avoid unnecessary checking of old / locked periods
  • Other minor changes

Transfer Facility:

  • Several minor changes

Sales Admin Module:

  • Editing Quotes, Orders, & Invoices:  Significant improvements to both Windows 10 and Windows 7 logic
  • Detail Line Reports:  Better handling of multi-line text User Defined Fields
  • Improvements to integrity check for 'Orphaned Lines'
  • Converting one document into another:  significant improvements
  • Several minor changes

Inventory:

  • Fix a bug in calculation of Quantity-based Prices

No Changes:

Job Scheduling, Dashboard

 


 

Accumulated Changes in our 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.