New Features in Version 10.2 (August 2010)

Major Interface Change:

All “Browse Windows” have been modified to do an “instant sort” by clicking on the Label boxes at the top of each column, eliminating the former “sort tabs.” When a column label is clicked, it will sort lowest to highest (ascending), and display a “+” sign in the column label. Click on the column label a second time and the sort will be highest to lowest (descending), and the column label will display a “-“. To do a “two column” sort, click on the first column label as usual, then press [Ctrl] and click on the second column label. This will sort on the first selected column and do a “subsort” on the second selection. If a printed report of this data sort is wanted, simply press the Gold Arrow near the bottom left of the window and select Printer. Check the Preview box to review this report before printing it. This change not only makes on-screen data sorting consistent with what has become the industry standard, it takes it a step beyond.

DataView was enhanced so that:

•The Description was added as a field available in the JC Detail Listing. It displays the Description from individual AP Invoice Line Items.

•The Contract Number field from Job Entry has been added to the list of fields available for FormMaker Job Billings.

•The Certified Report Contract Number field is now available for the Job Listing and Job Summary reports. This suggestion came from the San Diego User Conference.

Overviews were enhanced so that:

•In the Trial Balance Overview, the selected Fiscal Period is now saved when clicking on buttons to view additional information. This suggestion came from the San Diego User Conference.

•When switching from tab to tab in the Accounting Overview, the selected Fiscal Period is saved and used to calculate the numbers on the next tab. This suggestion came from the San Diego User Conference.

Payroll was enhanced so that:

•The Employee Listing has the option of including Expirations and Dependents.

•The Company Name has been added to the top of each Direct Deposit Stub. This suggestion came from the San Diego User Conference.

•During Paycheck Printing, only deductions with either Year-to-Date or Week-to-Date amounts will print on the check stub. This suggestion came from the San Diego User Conference.

•The Workers Compensation Audit by State report may be printed with Employee Detail.

•To comply with the new IRS Program, Hiring Incentives to Restore Employment Act (HIRE), for certain newly-hired employees, JobView may now be set up to “skip” the Employer Portion of Social Security Accrual through the end of calendar year 2010. Please check with your CPA or the IRS for specific requirements of the HIRE Act. (IRS Form 941 has been modified to conform to this change also.)

•There are more “user-definable” fields in Box 14 of Form W-2. This suggestion came from the San Diego User Conference.

•The user-defined Paycheck Message is now saved from the prior check run. In addition this message is now available on FormMaker Payroll Checks.

Job Costing was enhanced so that:

•An employee may be designated as a Project Manager while entering a job in Job Setup. This suggestion came from the San Diego User Conference.

•When new jobs are added in Job Setup, they are automatically designated as Certified jobs. This suggestion came from the San Diego User Conference.

•Company logos may be added to Subcontract, Owner Change Order, and Subcontract Change Order forms.

•When printing Subcontracts from the Budget tab, the Contract Number field is now printed in the Contract/Job Number box.

•On the General tab in Job Setup, a new field displays the Total Amount of Approved Change Orders. This suggestion came from the San Diego User Conference.

•When entering a Job Budget Line Item, an Item in the Item Price File may be attached. After a Budget Quantity is entered, JobView will then look in the Item Price File and generate the Budget Amount by multiplying the Budgeted Quantity by the top-level priority Vendor Price. If the selected item is a “Bundle item,” the Budget Amount will total the prices of all component parts.

•The Cost Code Dictionary may now store a Default Item ID for each Cost Code. A newly entered Budget Line Item will then display this default Item ID.

•A new Bonding Report format has been created that prints Labor and Labor Burden costs, separately broken out.

•The Job Setup window can now store the Address where the Certification Report is to be mailed. An envelope may also be printed when the Certification Report is printed. This suggestion came from the San Diego User Conference.

•Change Order Headers, Change Order Details, and Subcontract Budgets all have a new field called "Payment Made as Follows." This field is printed on the Change Order or Subcontract form. This suggestion came from the San Diego User Conference.

•The Job Closing browse window now includes the “search bar” that appears on other browse windows.

•A column for City has been added to the Job browse window.

Accounts Payable was enhanced so that:

•In the Miscellaneous tab in the Vendor Entry window, the wording of the DBA display was expanded. This suggestion came from the San Diego User Conference.

•On the Posted Invoice Analysis (the Aging) report, if a Trade Invoice includes multiple jobs in the detail, the report now indicates "Multiple Jobs." This suggestion came from the San Diego User Conference.

•The Vendor Listing may now be limited to vendors associated with a specific Job. JobView will include all vendors tied to Cost Code Budgets or Invoices associated with that Job.

•When an Invoice is voided, it opens the Invoice Batch to show a newly created invoice (like it does in A/R). This suggestion came from the San Diego User Conference.

Accounts Receivable was enhanced so that:

•Auto Job Billing now allows for more user-defined options in the creation of Invoices.

•If a customer enters a Description on an Accounts Payable Detail Line Item, that description is saved to print on the A/R Auto Job Billing.

•The Invoice Entry window now displays the Customer’s complete Address and Phone Number in the Customer section. This suggestion came from the San Diego User Conference.

•The Draw Application Number field may now handle up to 6 digits. This suggestion came from the San Diego User Conference.

•A default Invoice Memo may be stored in Setup Options to be automatically inserted into the Memo field of all newly entered Invoices.

•The Receipts Entry window now displays a “filter statement” above the list of invoices. It indicates which invoices are included in the list based on the selections made at the top of the window. For example, if the "Job Billing Receipt" box is not checked, the filter statement will read, "List box includes only non-job invoices."

The Cash Register/Point of Sale was enhanced so that:

•The Product Photo may now be displayed on the Cash Register window.

•When “counting out” cash drawers, the count of each coin (pennies, nickels, dimes, etc.) and unit of currency ($1, $5, $10 bills, etc.) may be entered, allowing the total dollar amount to be calculated by JobView. This may be done both in the Cash In and Cash Out windows.

Inventory was enhanced so that:

•When importing Items, the information on an Imported Item may be used to update an existing Item, if the Item ID matches.

•When importing Vendor Pricing Information, the import now creates a new Vendor Price record regardless of whether there is an existing Vendor Price.

•Vendor Contact Information may be entered while entering Vendor Pricing information.

•The Bill of Materials Report mayn now print the "Project Scope of Supply" format limited by Job.

Utilities were enhanced so that:

•The utility to Capitalize Database Fields may now change fields to ALL CAPS or Mixed Case (capitalizing only the first letter of each word.)

•The View Postings and Backups list of completed postings now displays in red any posting that was completed with warnings or errors.

General Ledger was enhanced so that:

•A General Ledger Transaction group may now be tagged as an "Adjusting Entry." GL reports may now be filtered to show only these "Adjusting Entries." This suggestion came from the San Diego User Conference.

•Financial Statement Printing may now warn if there are “unassigned accounts” and if an account has somehow been assigned to more than one place on the financial statement.

•The Financial Statement Design window has been widened, so more information is displayed about Available and Used Account Numbers and Line Items.

•General Ledger Accounts may now be marked “Inactive.” This suggestion came from the San Diego User Conference.

•When an Instant Check is printed from the General Ledger, the Instant Check description in the Posting History now includes the user-entered Check Memo field. This suggestion came from the San Diego User Conference.

Purchase Orders were enhanced so that:

•Envelopes and Labels may be printed from the Purchase Order Entry window. This suggestion came from the San Diego User Conference.

•The Vendor Phone Number is now printed on the Purchase Order.

Equipment Costing was enhanced so that:

•Equipment Usage Log Entries may now be entered and posted using multiple batches.

General Enhancements:

•More options have been added for Label Printing such as a “pick list” of Standard Label types, and numbered cells so that the user can tell JobView where to print the next label. This suggestion came from the San Diego User Conference .