Adminsoft Version History - Earlier Years

Contents of this Page

This page allows you to look back over the changes we have done in earlier years, to see if there are any features that we introduced, which you could (or should) be using, to help your operation run better.

Updates since 2013:



Contents of November 2015 Release (on 18 Nov 15)

Main Menu and Utilities Library (v9.54 & v8.75):

  • Setup 'Standard User Defined Fields' for Sales Admin: Support for new Geocoding of Delivery Address
  • Enhance the geo-coding facility to also work with the Sales Admin module
  • Improvements to the software update mechanism
  • A number of small improvements to various parts of 'the engine-room'

Address Book (v8.10):

  • If have Street Postcode turned on (with geocoding), display this as part of the street address
  • Several other small tweaks

Time & Cost (v9.19):

  • Improvements to the creation of Percentage Progress Claims
  • Invoice print layout: Add new config settings to optionally suppress the box around the licensee section at the top
  • New Invoice print layout option to suppress the company name (if it is included in the logo)
  • Avoid intermittent error message if the Invoice editing window is open when the software close-out sequence runs
  • Several other small improvements

Debtors Module (v8.64):

  • Improvements to 'Open Item Statements': Now include payments and journals in the current month and the invoices they paid
  • Allow users with Read-Only security privileges to open the more detailed view transactions window ('More...' button)
  • Aged Balances Report: Move the 'Y.T.D.' column over to the far right, so not confused with the Total Balance
  • Summary of Activity Report: Added new sort options - "Biggest Invoice Total", "Biggest Payment Total", etc.
  • Several other small improvements

WorkFlow Module (v3.09):

  • Drill-down windows of WorkFlow Notes from Address Book now include notes that point to it through User Defined Fields
  • Several other small improvements

Creditors Module (v5.60):

  • Minor change to improve the reliability of reports that filter by Transaction Type

Transfer Facility (v2.17):

  • Fix intermittent problem when renaming log files
  • Other minor improvements

Sales Admin Module (v2.22):

  • Added new Delivery Address Postcodes
  • Added geocoding of delivery addresses
  • Housekeeping functions to support the new delivery address postcodes
  • Product editing: Improve how it identifies the appropriate price scheme
  • Several other minor improvements

No Changes:

Jobs, Doc Admin, Job Scheduling, General Ledger, AutoBank, Dashboard, Inventory, & Post Codes

 

 

Contents of September 2015 Release (28 Sep 15)

Main Menu and Utilities Library (v9.53 & v8.74):

  • Several improvements to the engine behind opening, closing, and switching between windows
  • Minor improvements to pop-up Client selection and Job selection
  • Minor improvements to Contact selection (in the new 'Contact' User Defined Field type)
  • Minor improvements to Administrator messages and System Clock
  • Minor improvements to Web Updates

Address Book (v8.08):

  • Fix potential bug in drill-down to Contacts

Jobs Module (v5.14):

  • Minor improvements to integration with QuickMap
  • Fix potential bug during software shut-down sequence

Time & Cost (v9.17):

  • Emailing invoices from 'List' view: Fix bug that sometimes (intermittently) merged info from the wrong (very last) invoice's Job into the email body.
  • Editing invoices: Fix bug if deleting the very last line (it also deleted the second to last line immediately above it).
  • Recalculating invoice totals: Check for and handle any numeric overflows if they ever occur
  • Timesheet v Invoice Integrity Check: Several improvements
  • Minor improvements to the Timesheet Details and Timesheet Analysis reports

Debtors Module (v8.63):

  • Several improvements to Debtor Balances window

WorkFlow Module (v3.08):

  • Improvements to the Rescheduling facility
  • New layout for the 'To-Do List' report (more economical / less lines)

AutoBank Module (2.60):

  • Post new receipts to Debtors: Significantly re-engineered so can leave slaved Debtor Balances windows open and run drill-downs from it
  • Various other improvements associated with this.

Sales Admin Module (v2.21):

  • Avoid potential issues during software shut-down sequence
  • Improvements to Quote, Order, and Invoice Editing and printing
  • Minor improvements to several reports

No Changes:

Doc Admin, Job Scheduling, Creditors, GL, Dashboard, Inventory, & Post Codes

 

 

Contents of July 2015 Release (on 16 Jul 15)

This was the roll-out of our "2015 Version" to all our normal users.  It had significant enhancements in several modules, that we had been working on (and testing with help from our test sites) for more than six months

Main Menu and Utilities Library (v9.52 & v8.73):

  • Emailing PDF copies of invoices (plus Quotes and Orders in SalesAdmin): automatically reposition the dates and Ref No sections to the right if they are specified as being on the left when printing on letterhead stationery
  • Improvements to Geo-coding of addresses and population of Job fields from LINZ
  • New 'User Defined Field' data type that links back to Address Book Contacts
  • New facility to specify an "Inactivity Timeout" setting, and automatically close out users if they exceed this. (The default is 2 hours)
  • Improvements to the HTML editing facility for standard email body configuration
  • Improvements to the handling of OLE errors when integrating with Outlook or other MS Office applications
  • Improvements to the handling of record conflicts - if made by the same user in another window
  • Text-merge (mailmerge) of salutation lists: Use the 'First Name' for individuals, if the Salutation is not filled in.
  • Restoring user preferences for window sizes and column order and widths in tables contained within them: Check that none of the preferences have become corrupted, and ensure that the window fits within the main application window.
  • Tweaks to the display of the System Clock facility (for Administrator Messages)
  • Improvements to the automatic closing of all open windows when you exit our software (or it is closed by an Administrator Schedule)
  • Improvements to our Web Updates facility - especially daylight saving issues when run in other parts of the world (time-zones)
  • Various minor improvements

Address Book (v8.07):

  • Improved Search facilities. If a phone number is not found in the main Client / Customer table, it searches through Contacts.
  • Improvements to the handling of Contacts - and access to these from other modules (such as Jobs / Projects)

Jobs Module (v5.12):

  • Jobs Module configuration: Increase maximum "Sub-code suffix"
  • Improvements to Geo-coding and populating parcel information from LINZ
  • If NZMG East or North are not filled in, use ParcelID to obtain values from QuickMap
  • Refresh all linked forms when click back onto the Jobs / Projects window, after doing other things (e.g. Timesheet entry or editing an invoice)
  • Various minor improvements

Time & Cost (v9.16):

  • Terminology: "Manual Invoice" renamed to "Free-form (Manual) Invoice" for less ambiguity
  • Significant improvements to the facility that checks and fixes "Timesheet v Invoice Integrity"
  • New integrity check for "End of Period Summary Invoices" (run as part of "Timesheet v Invoice Integrity")
  • Timesheet Write-off facility: Display additional information (oldest and most recent WIP timesheet, counts, fee and disbursement totals)
  • Slaved window to view timesheets (from Address Book or Jobs module): Several significant improvements
  • Invoice WIP total: Consistently include whole lines that have been sent back to WIP across all programs that re-calculate this
  • Invoice Editing: Improvements to facility that lets you edit the line Description in a full edit window. (plus trim any trailing whitespace from lines, as this can cause weird line wrapping when printing
  • Timesheet Detail Report: Show full Job Name in Group Headings
  • Fix bug in "Timesheet Write-off" facility at sites that don't use a "ClientID" field in the Address Book
  • Various minor improvements

Debtors Module (v8.62):

  • Debtor Balances - Fix Errors in Transaction Entry: Several significant improvements
  • Rebuilding balances / indexes now only closes windows that have debtor tables open (previously closed everything)
  • Allocations: Improve several things in the engine-room
  • Improvements to Edit Transaction Types
  • GL Reconciliation: Significant improvements
  • Improvements to handling of GL Account when posting Journal transactions to General Ledger
  • Improvements to the integrity check of GL links back to their source Debtor transaction
  • Various minor improvements

WorkFlow Module (v3.07):

  • Improvements to filtering of To-Do List and other note lists

Doc Admin Module (v1.55):

  • Improvements to folder names (avoid special Windows characters)

Windows General Ledger (v2.08):

  • Cash Flow Report: Several improvements - especiall reporting on Actual in the current month to date
  • Entering Year-End CLosing Balances (from your accountant) - several improvements
  • Transaction Entry: Enhanced integrity checks / warnings before saving
  • Various minor improvements

Creditors Module (v5.59):

  • Several very minor improvements 'under the hood'

AutoBank Module (2.59):

  • Small improvements to filling in GL Account Codes
  • Improvements to integrity checks with Debtors and GL tables
  • Various minor improvements

Transfer Facility (v2.16):

  • Several minor enhancements

Sales Admin Module (v2.20):

  • You can now also email packing slips (and Picking Lists) to customers
  • Editing Quotes, Orders, and Invoices: New ability to insert or append a number of lines from a Quote template
  • If emailing an order to a customer, call it an "Order Confirmation"
  • Printing / Previewing draft Quotes / Orders / Invoices: Include "Draft" wording in heading so more obvious
  • Quote / Order / Invoice header "User Defined Fields": Can now link back to Contacts in the Address Book
  • Various minor improvements

Inventory (v1.53):

  • Minor Changes

No Changes:

Job Scheduling (v1.56), Dashboard (v1.50), and Post Codes (v1.50)

 

 

Contents of November 2014 Release (on 26 Nov 14)

Main Menu and Utilities Library (v9.47 & v8.70):

  • Improvements to setting up "Standard User Defined Fields"
  • New "Inactivity Timeout" facility (see "Tools > Options > System Settings > Other")
  • Prevent normal users from logging back in for 10 minutes after an Administrator's forced close out
  • New User Defined Fields "Contacts" data type and support logic
  • Geocoding - Improve matching of ambiguous addresses to the user's own Country (often got overseas ones)
  • Support longer paths for various modules in "Tools > Options > System Settings > File Locations"
  • Various other minor improvements

Address Book (v8.06):

  • Rebuilt so that supports new "Inactivity timeout" facility
  • Ensure that record is unlocked after being saved

Jobs Module (v5.12):

  • Rebuilt so that supports new "Inactivity timeout" facility
  • Fix bug in filter by "Job Name" in report wizards

Time & Cost (v9.16):

  • Rebuilt so that supports new "Inactivity timeout" facility
  • Daily / Weekly / Monthly Summary report now supports grouping by Day, Calendar Year, and Financial Year
  • Fix several reports so that they better support filtering and grouping / sorting by Job Name
  • Invoice Editing: Fix potential 1 cent GST bug if only GST inclusive disbursements and no chargeable time at all
  • Avoid crash when re-sized timesheets so that Remarks column hit zero width
  • Attempts to avoid "invisible typing" that sometimes occurs during timesheet entry
  • Several other minor improvements

Debtors Module (v8.1):

  • Supports new "Inactivity timeout" facility
  • Significant improvements to integrity check for links of GL transactions back to their source Debtor record
  • Fix bug rebuilding balances for "Balance-Forward Debtors" (aging of receipts was sometimes incorrect)

WorkFlow Module (v3.06):

  • Rebuilt so that supports new "Inactivity timeout" facility

Job Scheduling Module:

  • Rebuilt so that supports new "Inactivity timeout" facility

Windows General Ledger (v2.07):

  • GST Audit Report: If you are "Payments based", then it now shows clearly report is on an Accrual Basis

Creditors Module (v5.58):

  • Rebuilt so that supports new "Inactivity timeout" facility

AutoBank Module (v2.58):

  • Rebuilt so that supports new "Inactivity timeout" facility
  • Improvements to reconciliation with the GL

Transfer Facility (v2.14):

  • Significant improvements to the "Notebook Direct Synch" facility
  • Improve config. settings for checking against restored backups from other offices

No Changes:

Doc Admin, Dashboard, Sales Admin, Inventory, & Post Codes

 

 

 

Contents of September 2014 Release (on 24 Sep 14)

Utilities Library:

  • Many pop-up messages will now time-out after 20 seconds (60 seconds in some cases) rather than waiting forever
  • Various minor improvements

Jobs Module:

  • Avoid crash in the Time & Cost page, if the Alert message is very long.
  • Several other minor improvements

Debtors Module:

  • Check Links to the Address Book has been enhanced to identify and mitigate any old Debtors where the Client record no longer exists
  • Several other minor improvements

Windows General Ledger:

  • Added some extra checks when save a transaction data-entry batch, to ensure that account codes are filled in and valid.

Transfer Facility:

  • Significant improvements to the local Notebook Full Sync facility
  • Significant improvements to Transfer Definitions Other page to make it much more intuitive and usable
  • Several other minor improvements

Sales Admin Module:

  • Several minor improvements

No Changes:

Main Menu, Address Book, Time & Cost, WorkFlow, Doc Admin, Job Scheduling, Creditors, AutoBank, Dashboard, Inventory, & Post Codes

 

Contents of September 2014 Release (Special on 2 Sep 14)

Time & Cost:

  • Fix bug we accidentally introduced into "End of period Summary Invoices"

No Changes:

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

 

 

Contents of August 2014 Release (on 18 Aug 14)

Main Menu and Utilities Library:

  • Web updates:  Now tries a few tricks to obtain correct version if ISP is delivering an old copy that is out-of-date.
  • Better support for multi-company environments that share common tables but also have their own separate ones (e.g. Invoices and Debtors, separate security settings, etc.)
  • Check Links to Address Book: If links are empty but JobCode field exists, obtain them from the Job record
  • Validation when enter Email Addresses: Support for a list of two or more email addresses (e.g. Invoice to primary contact plus copy to Accounts Dept), display error messages for any problems that are encountered (so user can fix them).
  • Various other minor improvements

Time & Cost:

  • Update checks: Support multi-company environments, where Staff table is in the parent of the "Start In" folder
  • Calculating Invoice Totals: Re-instated our old logic for calculating WIP - but only update InvHead.WorkInProg if the invoice has not been finalized, or no subsequent invoices. (i.e. Only update InvHead->WorkInProg if we are confident that WIP timesheets have not been picked up into a subsequent invoice)
  • Editing Invoices: If the whole line is sent back to WIP, then add text into the line's description to document this (includes $ Amount)
  • Saving Timesheet Entry: Now allow lines to be kept that have zero value and time, but DO have a disbursement quantity
  • Various other minor improvements

Doc Admin Module:

  • Minor Changes

Job Scheduling Module:

  • Significant improvements to entering and editing schedules.

Sales Admin Module:

  • Drill-down from Address Book: If nil or more than one Quote / Order / Invoice when move onto another client, then flick into the "List" page

No Changes:

Address Book, Jobs, Debtors, WorkFlow, General Ledger, Creditors, AutoBank, Dashboard, Transfer Facility, Inventory, and Post Codes

 

Contents of July 2014 Release (on 29 Jul 14)

Main Menu and Utilities Library:

  • All Beta downloads are now from the Oz (Amazon) download URL
  • Minor imporovement to sending email if no email address recorded
  • Various minor improvements

Jobs Module:

  • Fix bug where changes to Invoice Client were not being saved (accidentally introduced in March 2014 version)

Time & Cost:

  • General improvements to invoice editing and display
  • Improve handling of adjustments to invoice line amounts - whether Write up/off or WIP
  • Significant improvements to creation of "End of Period Summary Invoices", include invoices raised to a special "Invoice Client"
  • Pop-up invoice selection: Hide deleted invoices
  • Additional minor Changes

Debtors Module:

  • Automatic Allocation: Also attempt to match payments to earlier invoices based on identical outstanding amounts
  • Improvements to "Payments Based GST Report"
  • Improvements to emailing statements to a batch of multiple Debtors

Sales Admin Module:

  • Minor tweaks to editing Quotes, Orders, & Invoices
  • Minor tweak to check for duplicate products

No Changes:

Address Book, WorkFlow, Doc Admin, Job Scheduling, General Ledger, Creditors, AutoBank, Dashboard, Transfer Facility, Inventory, Post Codes

 

 

Contents of June 2014 Release (on 24 Jun 14)

Main Menu and Utilities Library:

  • Improve the default User Directory if no "Config.fpw" file present
  • Improvements to batch Geo-Coding
  • Improvements to batch population of parcel info from LINZ Data Services
  • Pop-up Client and Job Selection: Change default selection filter back to All (instead of a filter on current/active records
  • Improvements to various Log files (e.g. Rebuild all Indexes)

Jobs Module:

  • Improvements to Geo-Coding and batch population of parcel info from LINZ Data Services
  • Fix bug where Jobs filter was not restored after pop-up selection screen

Time & Cost:

  • Include the word "Draft" in the central heading of Draft Invoices

Debtors Module:

  • In Fix Errors in Transaction Entry, suppress pop-up Job selection if change to a different Client / Debtor

Job Scheduling Module:

  • Several Improvements to entry and editing of Schedule detailed lines

Windows General Ledger:

  • Tweaks to wording of various pop-up messages

AutoBank Module:

  • When posting receipts to Debtors ensure that identical payments by the same debtor on the same day are matched correctly
  • Improvements to Debtor Integrity checks

Transfer Facility:

  • Display "Start-in" folder in the Screen Title on launch (AutoTransfer only)

Sales Admin Module:

  • Retain the OrigDocRef field when an Invoice is created from an Order (that was itself generated from a Quote, or even another Order or Invoice)

No Changes:

Address Book, WorkFlow, Doc Admin, Creditors, Dashboard, Inventory, Post Codes

 

 

Contents of May 2014 Release (on 16 May 14)

Main Menu and Utilities Library:

  • Minor changes to sizing and positioning of the main window on startup.
  • Report Engine: Support for currency data type
  • Turn off automatic warning about future dates - it was coming up in silly places
  • New "_Logs" sub-folder for various log files like "Rebuild all indexes" and "Email Send History"
  • Several tweaks to sending email from within our software including a new "EmailSendHistory.log" and "EmailErrors.log" log files
  • Improvements to "Web Update" facility
  • Various other minor improvements

Address Book:

  • Minor improvements

Jobs Module:

  • Significant re-write of mechanism to change the Invoice Client for a particular Job
  • Better support for multi-company sites with different Job Code schemes
  • Minor improvements

Time & Cost:

  • Missing Timesheets report:  Add extra "Missing" column
  • Timesheet entry:  Fix small bugs in window positioning and "Rate column"
  • Other minor improvements

Debtors Module:

  • "Fix Errors in Data Entry":  Write Outstanding value back too if Amount has changed
  • Cash Basis GST Report:
    • Remember & restore period Start and End dates based on the previous time the report was run.
    • Added "Possible Adjustments" box which identifies Refunds against payments in an earlier GST period
    • Added section to the detailed report
  • Other minor improvements

WorkFlow Module:

  • Prevent unnecessary "Future Date" warnings

Creditors Module:

  • Scanned Invoices:  Can now add new suppliers on-the-fly
  • Add "Scanned Invoices" button to the "Routine Processing" page

AutoBank Module:

  • Add BNZ definition (CSV)
  • Other minor improvements

Transfer Facility:

  • Improvements to the "Relaying" functionality
  • Other minor improvements

Sales Admin Module:

  • Create a new document from another:  Ensure that Date/Time stamps are written (for audit and use by the Transfer Facility)
  • Picking List:  total identical products into a single line
  • Other minor improvements

No Changes:

Doc Admin, Job Scheduling, General Ledger, Dashboard, Inventory, Post Codes

 

 

Contents of March 2014 Release (on 17 Mar 14)

Main Menu and Utilities Library:

  • Web Update facility:  Install and update several new files associated with Geo-coding and integration with LINZ Data Services
  • Administrator facilities:
    • New "Who is currently using the software" reporting facility
    • Standard 'User Defined' Fields: 
      • New standard fields for Geo-coding (to both Jobs and Address Book databases),
      • New fields for Land Transfer / Surveyors:  NZGD2000 and NZTM2000, NZMG, Generic Lat & Long, Polygon and Areas
      • Offers to automatically re-arrange all the existing and new Land Transfer fields so they fit on one page and flow quite naturally
    • Integrate with Other Software:
      • Google Maps Geo-coder:  Automatically validates street/site address and obtains GPS (WGS84) Lat & Long.  Automatically converts WGS84 and populates NZGD2000 and NZTM2000 coordinates
      • New facility to integrate with LINZ Data Services (automatically obtains Parcel ID, Appellation, CT, Land Authority, Polygon, areas, etc.)
      • Uses QuickMap to automatically obtain NZMG coordinates for a site and build it into an "Adminsoft layer" within QuickMap.
      • Changed layout of the QuickMap configuration page tab
    • Lock Periods Facility:  Smarter validation of cut-off dates
  • Several improvements to Menus and engine-room programs behind opening / closing forms, etc.
  • Various minor improvements

Address Book:

  • Geo-coding of street addresses
  • Several minor improvements to the workings behind the Address Book menus

Jobs Module:

  • Geo-coding of site address,
  • Automatically populate Land Transfer fields with info obtained from LINZ Data Services API
  • Several enhancements to the integration with QuickMap - including direct searches of the North and South Island data by Parcel ID and street address
  • New facilities to retrospectively (and systematically) geo-code existing jobs and populate their Land Transfer fields from LINZ Data Services
  • Improvements to the facility that checks / re-builds the Adminsoft layer in QuickMap, including a report of the changes made
  • Fixed bug where the special Staff Rate (in Time & Cost page) was cleared in some circumstances
  • Several other minor changes

Time & Cost:

  • Deleting really old Timesheets and Invoices:  Default the cut-off date to 15 years ago
  • Routine / Month End is now the default page when you open the Time & Cost module
  • Support for customised invoice layouts
  • Several minor changes

Debtors Module:

  • Minor improvements to "Fix errors in transaction entry" facility

WorkFlow Module:

  • Re-scheduling facility:  Count the number of tasks / notes that were re-scheduled, and display on screen on completion

Doc Admin Module:

  • Very minor changes to a pop-up error message when making a new filing folder

Windows General Ledger:

  • Improvements to facility which re-maps account codes (or a full account code scheme)
  • Transaction Audit Report:  Fix bug that potentially didn't include accounts that only appeared in the "Other Account" field
  • Improvements to Bank Reconciliation - refresh when gains focus (to display any changes that may have been made by other programs)
  • Several minor improvements

Creditors Module:

  • Several minor improvementss

AutoBank Module:

  • Check for imported twice integrity check:   Improvements to the report
  • Several other minor changes

Transfer Facility:

  • New safety check on office code

Sales Admin Module:

  • Several minor changes behind the scenes

No Changes:

Job Scheduling, Dashboard, Inventory, Post Codes

 

 

Contents of October 2013 Release (on 22 Oct)

Main Menu and Utilities Library:

  • New facility to "geo-code" street addresses using Google Web Services
  • Several tweaks to the report engine
  • Several tweaks to the common engine behind opening various windows (including the main ones for respective modules)
  • Enhance info written to the Web Updates log file (AdminsoftWebUpdateHTTP.Log)
  • New "RebuildAllIndexHistory.log" that enables you to monitor your overnight re-index Windows Scheduler task
  • Various minor improvements

Jobs Module:

  • Some extra safety checks when fill-in the Staff Rate automatically
  • When closing the Jobs window, specifically close any slaved windows rather than leaving them to be closed automatically

Time & Cost:

  • Improvements to how it obtains the next invoice number when a number range is specified in the config. settings
  • Editing WorkCodes / Activities:  Added a "New" button (so don't have to use menu or F4 key)
  • Add time-outs to the messages that display when Timesheet Entry is closed automatically (to better support closing the software on all computers at a time specified by your system administrator - e.g. for overnight backup and re-index).

Debtors Module:

  • Display the "Last Statement Date" (on both Details and List pages)
  • Daily Banking Report:  Display receipts where GL code for the bank account is not filled in (can sometimes happen at sites that don't run our GL).

WorkFlow Module:

  • Saving note text that you have just edited:  Prune out any multiple space lines in the middle of a note (to remove unnecessary whitespace from note reports)
  • Improvements to "Summary To-Do List" and "Note Lists" reports

Doc Admin Module:

  • Improvements to automatic identification of Filing Folders for clients (if filed by Client Name)

Sales Admin Module:

  • Several minor changes

Re-built to incorporate common changes:

Address Book, Job Scheduling, Creditors, AutoBank, Inventory

No Changes:

General Ledger, Dashboard, Transfer Facility, Post Codes

 

 

Contents of September 2013 Release (on 16 Sep)

Main Menu and Utilities Library:

  • Improvements to text merge of MS Word templates.  Also ensure that drive letter is specified. (Otherwise Windows defaults it to Drive C: and couldn't find the template file.)
  • Fix bug in engine for data entry forms - was not detecting and saving some changes to memo fields (and updating date/time stamps so transferred between offices)
  • Significant improvements to how multiple forms are closed when you exit from the software
  • Improvements to closing out of the software after reporting a bug
  • Software Updates Facility
    • Create a log file in the current "Start-In" folder
    • Support for it being launched/run as a separate Windows thread while main software continues on
    • Accommodate quirk in Windows time-zone adjustment for Aussie, USA, and UK sites
  • Various minor improvements

Address Book:

  • Improve the way that slaved windows are closed when you close the main Address Book window

Jobs Module:

  • Add link to LINZ Data Services
  • Restructure Job menus

Time & Cost:

  • Small improvements to creating and editing invoices.
  • Printing Invoices:  Use client friendly rather than in-house format of client name in Remittance Advice

WorkFlow Module:

  • Display "Last Edit" information in the window title
  • Save changes immediately if you move the mouse out of the text editing object, and other improvements to saving changes
  • Significant improvements to the Summary To-Do List Report (and show up to 200 characters if the first line wraps over several lines

Doc Admin Module:

  • Check for and use additional typical sub-folder names for saving new generated documents
  • Re-create a fresh template merge file when rebuild indexes

Job Scheduling Module:

  • Apply any "WorkCode Scaling" when calculate line price

Transfer Facility:

  • Minor improvement to extracting and sending changes

Sales Admin Module:

  • Second "in your face" confirming question if you are about to delete the entire Quote, Order, or Invoice - in case you thought you were just deleting a single line.
  • Printing Invoices:  Use client friendly rather than in-house format of client name in Remittance Advice
  • Other minor improvements

No Changes:

 Debtors, WorkFlow, Doc Admin, Job Scheduling, Transfer Facility, Inventory, and Post Codes

 

 

Contents of July 2013 Release (on 16 July)

Main Menu and Utilities Library:

  • Fix small bug in Web Update
  • Improvements to sending email from within the software
  • Fix potential bug in GL account selection when using extended account codes
  • Various minor improvements

Time & Cost:

  • Invoice Creation:  Improve group headings - Now include all Work-Codes until the next heading (e.g. 461, 473 can be grouped under heading 450)
  • Fix small bug in timesheet entry:  When changed to a non-charged WorkCode, it sometimes left the $ value unchanged instead of setting it to zero
  • Fix potential bug when checking that table structures are up-to-date

Debtors Module:

  • Now able to add a new Debtor on the fly during batch entry of receipts (e.g. client pays in advance before invoice raised)
  • Fix bug when unallocating transactions
  • Transaction audit report:   new option to turn off transaction totals, and fixed column heading alignment
  • Other minor improvements

Windows General Ledger:

  • Transaction Audit Report:  New optional running total column
  • Manually entered year-end balances:   Fix bug when adding further new account lines to the existing list
  • Several minor improvements

Creditors Module:

  • Rebuild with fix for potential bug in GL account selection when using extended account codes
  • Fix bug in non-TimeCost sites if "CredToTC" table was missing

Transfer Facility:

  • Fix potential bug in path to tables during remote re-synch
  • Better support for UNC paths

Sales Admin Module:

  • Various minor tweaks to printing documents

No Changes:

Address Book, Jobs, WorkFlow, Doc Admin, Job Scheduling, AutoBank, Dashboard, Inventory, Post Codes

 

 

Contents of June 2013 Release (on 21 Jun 13)

Main Menu and Utilities Library:

  • New security setting to allow specified non-Administrators to run Software Updates (on start-up and from the "Help" menu)
  • New "Check for Software Updates" facility in the "Help" menu
  • Fix bug in Job filter page in wizards:  Display any Job Codes and Job Names immediately if specified as criteria in the previously saved definition.  (Before this fix, you had to tab through the fields to see their values.)
  • Fix a bug in the "Administrator Messages" facility, which sometimes generated an error message when forcing all users to quit out of the software.
  • Various minor improvements

Jobs Module:

  • Reduce the width of the "Job Status" display, and insert a caption of "Status" to the left of it

Time & Cost:

  • Spell Check while editing an invoice:  Fix bug - error occurred if description text was longer than 255 characters
  • Finalise an invoice without printing:  Ensure that date/time stamps are written (for sites that use our Transfer Facility)
  • Several other minor improvements

WorkFlow Module:

  • Minor change in the logic of launching the module.

Debtors Module:

  • Debtor Statements:  Now shows the clients "mailing name" in the Remittance Advice (at the bottom) instead of the "internal use" name
  • Enter Receipts:  Flipped the order of items in the pop-up menu, so that "Batch" is the default (as better in several ways even for single receipts)

Windows General Ledger:

  • Add new "View transactions on-screen" button to Transactions page
  • Editing Accounts:  Add new "View Transactions" button and logic to support it
  • Bank Reconciliation:  Add current bank account code and name into the window title for greater clarity
  • Several other minor improvements

Creditors Module:

  • Allocation Integrity Check:  Detect and delete any allocations where one side points to a CredTran or TranLine record that has since been deleted
  • Several other minor improvements

AutoBank Module:

  • GL Integrity Check:  Identify and offer to delete any duplicated GL Transact records from transfers between bank accounts (due raised for each account rather than matched for the second account)
  • Posting to GL:  Improve the information presented in the pop-up question "Is this a match?"
  • Several other minor improvements

Sales Admin Module:

  • Product Entry Slaved Quote, Order, Invoice Lists:  Suppress column auto-resizing if you adjust the width of the window
  • Several other minor improvements

Inventory:

  • Product Entry Slaved Inwards Goods List:  Added new columns (and suppressed column auto-resizing if you adjust the width of the window)
  • Puchase Order Line integrity check:  Detect & offer to fix any records where the Outstanding Qty yet to be delivered is somehow less than zero (in legacy data from old DOS program)

No Changes:

Address Book, Doc Admin, Job Scheduling, Dashboard, Transfer Facility, Post Codes

 

 

Contents of May 2013 Release (on 21 May 13 - and Debtors on 22 May)

Main Menu and Utilities Library (17 May):

  • Support scheduled overnight call to run "Check data structures for all modules" (Administrator menu) and "Reindex all files" (File menu) together in the one Windows Scheduler task
  • Lock Periods (from "Tools > Administrator" menu):  Added Timesheets, and rearranged the display order of respective modules.
  • Sign-on history report:  Option to exclude AutoTransfer entries if you are running the Transfer Facility
  • Fix bug we had accidentally introduced recently to the report engine, which affected some of the newer reports (that call the report engine in a slightly different way) such that they sometimes didn't automatically default to the optimal font size and paper orientation.
  • Exiting out of the software - fix small bug that was preventing it from clearing old records from the Error log file.
  • Various minor improvements

Address Book (17 May):

  • Enhance "Single Line Client Report" to give ability to select the columns to display, and automatically adjust column widths (and wrap addresses to a second line if required).

Jobs Module (17 May):

  • Remember personal preferences for column order and widths in various lists, and tweak several column headings
  • Implement security privileges into ability to view Timesheets, Invoices and WorkFlow Notes in the Drill-Down page tab.
  • Fix error in filtering logic in "View > Define Subset" for users with severely restricted security privileges

Time & Cost (20 May):

  • Implement the new period lock in Timesheet Entry
  • Timesheet Detail Report:  Fix bug in the summary section (it was omitting Manual Invoices that have no timesheets attached)
  • Invoice Editing:  Improve the program code behind the scenes when you switch between List and Details views
  • Invoice Layout:  Fix bug in the config setting for displaying Credit Card details in the Remittance Advice.  (It wasn't remembering it for next time.)
  • Various minor improvements

Debtors Module (22 May):

  • Fix Errors in Transaction Entry (from Debtor Balances menu):  Fix bugs at sites that are not running a General Ledger
  • Other minor improvements behind the scenes

Windows General Ledger (10 May):

  • Minor changes (to wording and wrapping of several messages).

AutoBank Module (13 May):

  • Importing Transactions:
    • Avoid importing transactions twice if the bank changes the convention for field contents in subsequent bank statements.  (ANZ did this in March 2013:  TranTypes changed in normal bank accounts, and for VISA transactions Details4 now masks part of the vendor's Visa card number.)
    • Further tweaks to the logic while working on this, to make it as robust as possible
  • Check For Imported Twice:
    • Improve the technique for detecting duplicates
    • Cover the possibility of the bank changing its convention for TranType and other Details fields in subsequent bank statements
  • Improve the Debtor Integrity Check:  
    • Match any obvious single transactions that are unique for Date and Amount,
    • Improve the matching/checking of multiple records to a single one - e.g. if a debtor split an electronic payment into several components (due to an account limit) but the payment was already manually entered as a single transaction in the Debtors Ledger
    • Improve the matching of deposit batches to a single bank transaction when there are other (separate) Debtor deposits on the same day
  • Improve GL Integrity Check: 
    • Allow transfers between bank accounts to take up to 5 days (e.g. spanning Easter, Christmas, & New Year) - Previously was only 3, and it rejected some valid transfers
    • Improve SQL selection logic behind a safety check on Bank Reconciliation records (which was taking ages to run)
  • Various other minor tweaks

Transfer Facility (20 May):

  • Fix intermittent "Invalid Path" bug when processing remote synchronisations
  • Suppress false positive warning messages about "duplicated Record IDs" that have previously been identified and resolved

Sales Admin Module (14 May):

  • Creating a new Quote, Order or Invoice from another:  Clear the "Change History" from the original document.
  • Several minor changes

No Changes:

Job Scheduling (23 Apr).    WorkFlow, Doc Admin, Creditors, Dashboard, Post Codes, and Inventory (all 11 Mar 13)

 

 

Contents of April 2013 Release (on 23 Apr 13)

Main Menu and Utilities Library:

  • Administrator Menu > Active Modules:  You can now select and download modules that were not previously installed.  It runs the Web Update facility on completion, to download and install any new modules.
  • Sending email from within our software:  If MS Outlook is your email client and our "Outlook Nag Screen Bypass" facility has not been registered, then it does this first so that you can use it to send email more efficiently
  • Web Updates:  Download our "Bypass Outlook Nag Screen" facility if this has not been done previously, and support for new "Active Modules" that have not been previously installed.
  • New Invoice Reference Number usage report engine (used by Time & Cost and Sales Admin modules)
  • Various minor improvements behind the scenes

Address Book:

  • No Changes

Jobs Module:

  • Job Cover Sheet:   Minor improvements (to Job Contact and Client Principal/Partner, and avoid duplication of Job Notes)

Time & Cost:

  • Invoice Editing: 
    • Spell-Check:  Avoid crash if  'carriage return' characters in the line wording when write corrections back to the live table
    • Increase the period to 30 days, within which you can edit a 'Finalised' invoice
  • New facility to "Check for WIP in old Completed Jobs" (see Invoices > Other menu)
  • New report to "Check for gaps in Invoice Numbers" (see Invoices > Other menu) - particularly useful for multi-office sites that run our Transfer Facility
  • Other minor improvements

Debtors Module:

  • Transaction List reports:  Now asks if you want to include Net Amount and GST columns (which require the report to print in Landscape)
  • Other minor improvements behind the scenes

Job Scheduling Module:

  • Big blitz:  a number of improvements (and fix several bugs)

Doc Admin Module:

  • No Changes

WorkFlow Module:

  • No Changes

Windows General Ledger:

  • No Changes

Creditors Module:

  • Supplier Invoice Entry:  Improvements to changing (and display of) GL Account code and Work Code, and enhance the integrity checks before saving

AutoBank Module:

  • Avoid issues if a bank retrospectively changes the "Transaction Type" of earlier transactions that you have already imported (e.g. ANZ recently changing "Bill Payment" to just "Payment")
  • Added a new integrity check during import:  Cross-checks any transactions that have been previously imported (when the import file has an early start date), and report on any discrepancies.
  • "Check For Imported Twice" integrity check:  now reports on (and offers to fix) duplications due to the bank retrospectively changing Transaction Type of previously imported transactions
  • Fix bug in Debtors integrity check.  (It was clearing the "Multiple" flag if two or more cheques from the same client were deposited on the same day.)

Dashboard Module:

  • No Changes

Transfer Facility:

  • Minor improvement when sending transfers via email

Sales Admin Module:

  • Significant revision to the engine behind saving quotes, orders, and invoices (to fix intermittent bug causing a duplicated RecordID in the "Lines" table).
  • New "Summary of Quote, Order, and Invoice Numbering" report (see Sales Admin > Other menu).

Inventory:

  • No Changes

 

 

Contents of March 2013 Release (on 12 Mar 13)

Main Menu and Utilities Library:

  • Various minor improvements to report engine and cross-tab reports
  • Improvements to the support for recording data editing history in "ChangeLog" User defined fields
  • Improvements to demo data and live install data and fix several potential problems at new sites that make a clean start from these
  • Other minor improvements

Address Book:

  • Tidy up arrows in Flow Chart on the main page

Jobs Module:

  • Suppress filling in empty Job Name with Job Type Description, as it annoys too many people
  • Tidy up arrows in Flow Chart on the main page

Time & Cost:

  • Tidy up arrows in Flow Chart on the main page
  • Other minor improvements

Debtors Module:

  • Tidy up arrows in respective Flow Charts

Job Scheduling Module:

  • Tidy up arrows in Flow Chart on the main page
  • Fix several bugs

WorkFlow, Doc Admin, AutoBank, & Inventory Modules:

  • Tidy up arrows in Flow Chart on the main page

Windows General Ledger:

  • Financial Year Opening Balances Report
  • Tidy up arrows in respective Flow Charts
  • Fix several potential small bugs when launched for very first time at a new site

Creditors Module:

  • Tidy up arrows in respective Flow Charts
  • Fix a couple of bugs when not run in a Professional Practice (Time & Cost) environment

Dashboard Module:

  • No Changes

Transfer Facility:

  • Tidy up arrows in Flow Chart on the main page

Sales Admin Module:

  • Tidy up arrows in respective Flow Charts
  • Fix bugs in saving data-entry changes to "ChangeLog".
  • Ensure that changes are saved immediately when you use the mouse to switch to another window

 

Contents of February 2013 Release (on 19 Feb 13)

Main Menu and Utilities Library:

  • New facility to check structure of all tables on first launch of the day, and don't re-check every time a module is opened.
  • Various minor improvements

All modules:

  • Don't re-check the structure of data tables every time a module is opened

Inventory:

  • Improvements to Stock List and Stock Valuation reports

 

 

Contents of January 2013 Release (on 25 Jan)

Main Menu and Utilities Library:

  • Support for passing multiple command line parameters, and positioning our software on secondary monitors
  • Improvements to some of the tasks that run when closing out of the software (including the Transfer Facility)
  • Check data structures only once per day and after installing an update, instead of when launching each module
  • Improvements to sending out invoices and debtor statements via email
  • Improvements to the Spell-Check facility
  • Other minor improvements

Debtors Module:

  • Significant improvements to the speed of the General Ledger integrity check

WorkFlow:

  • Extra safety check to ensure that a note is saved when closing the WorkFlow window or closing out of the software completely

Job Scheduling Module:

  • Fix potential bug when refreshing the window

Doc Admin Module:

  • More minor improvement to folder selection

Dashboard:

  • Fixed minor bug

General Ledger:

  • Improvements to Bank Reconciliation
  • Other minor improvements

Creditors:

  • Minor improvements to GL integrity check

Transfer Facility:

  • Improvements to launching and closing

Web Update:

  • Support for running the 64 bit 7-Zip install in a 64 bit Windows 7 environment

Sales Admin Module:

  • Various minor improvements

No Changes:

Address Book, Jobs, Time & Cost, AutoBank, and Inventory

 

 

Summary of major enhancements over recent years

The 2013 version (originally called 2012) was a very significant upgrade from the old 2008/9 version, and we had worked on it for several years (with the help of a number of specially selected test sites).  It utilised a completely new Microsoft runtime engine, and has numerous significant improvements and new features in the existing modules, and several completely new modules.  Click here for a summarised list of the most significant enhancements to existing modules, and a brief description of the new modules.

Please contact our Help-Desk (phone +64 9 262 2020 Ext 2) if you have any questions about new enhancements or new modules.