New Features in Version 14.0 (December 2013)

System-Wide Changes

•Login Window now includes links to the latest new features document and video. This was a User Conference suggestion.

•Added ability to place a Company Logo in the title bar. This was a User Conference suggestion.

•Added ability to move batches up/down. This was a User Conference suggestion.

•When the entry window asks for a Job ID, the user can now enter either the Job ID or the Job Name and the system will find the correct job.

•The system now keeps a log of emails sent from within JobView.

•When user is attaching a Note to a Vendor, Customer or Employee record, they can flag the note to be a reminder window when entering Invoices, Payments, Receipts or Timesheets.

•When searching for a Vendor or Subcontractor, Customer, Employee, or Job, the search may now be done on the Address also. This was a User Conference Suggestion.

Menus

•Added ability to select a different background for the Work Flow Menu.

•User can access Setup Options for each module by right-clicking on the module menu icon.

Setup

•Added a user menu access checkbox for the Startup Wizard.

•New set-up options in AP, AR and PR allow a default setting for automated notes being added to Vendor, Customer, and Employee records. This was a User Conference Suggestion.

General Ledger

•A preformatted Cash Flow Statement was added in Financial Statement Printing options. It is set up (and modified) in Design Financials by selecting appropriate G/L accounts and assigning them to Cash Flow Categories. Initial accounts are automatically assigned, which may be modified, when the each company’s data is upgraded to 14.0. This was a User Conference Suggestion.

•Added a Loan Calculator button to General Ledger Loans browse window.

•Added a Trace Number field to detail line items in the ACH file.

•When entering a GL Transaction with a quantity and no debit or credit amount, the now gives the user the option of making it a Credit or a Debit.

•The Fixed Asset report now shows that an asset has been sold, reducing the Current Value report total to more accurately reflect the total value of all fixed assets.

•More GL Reports now have a Department Selection limit.

•The Bank Statement Reconciliation now prints a more robust report when viewing a Prior Reconciliation.

Accounts Payable

•When creating a vendor by copying from an employee record, the system will also copy the ACH settings. This was a User Conference suggestion.

•When adding a new Vendor, the system will allow you to use a Vendor ID that has been skipped in the past.

•The system now prints two separate 1096 forms if both 1099-Misc and 1099-Int forms were printed. This was a User Conference suggestion.

•The Meter Reading entered in the Accounts Payable Invoice Entry now correctly updates the last service date and meter in the Equipment Entry window.

•It is now optional to print Vendor and Subcontractor DBAs on Checks. (Another User Conference Suggestion.)

•A new function now allows Inactive Vendors to be marked as Inactive, subject to a user-defined cutoff date (a date after which there has been no activity.) This was a User Conference Suggestion.

•Labels on the History Tabs of Vendors now change to a bold font if items are included in the list. This was a User Conference Suggestion.

•The Cutoff Date and Released Amount on Lien Release forms may now be edited. The Released Amount may be different from the Check Amount due to Backcharges. This was a User Conference Suggestion.

Sales Orders

•When creating a job from a Price Quote or Sales Order, the computer now grabs the default next Job ID. It also uses the Description field as the Job Name.

Accounts Receivable

•AR Statement now has another option for printing all invoices that are currently past due.

•Labels on the History Tabs of Customers change to a bold font if items are included in the list. This was a User Conference Suggestion.

Payroll

•Added the ability to password protect Direct Deposit Pay Voucher PDF files emailed to employees.

•Added External Employee ID to the Standard Timesheet Export file.

•Added the ability to skip a header row on the exported file.

•Including the Social Security Number on the Payroll Earnings Detail report is now optional.

•In Payroll Setup, the Local Tax Rate can now use up to 4 decimal places.

•Labels on employee’s Documents, Notes, and History Tabs change to a bold font if items are included in the list. This was a User Conference Suggestion.

Job Costing

•When opening the bonding report using Excel, you can now opt to include formulas in the spreadsheet. This was a User Conference suggestion.

•The Customer Name can now be included on the Bonding Report. This was a User Conference suggestion.

•Unposted AR Billings can now be included in the Billed to-Date figure on the Bonding Report. This was a User Conference suggestion.

•Added the Retention Received amount found on the General tab in Job Setup to the Extended Header of the Analysis Reports.

•Added option during Job Closing to force all open POs on the tagged jobs to be reconciled.

•Job Cost Detail Listing can now break out regular, overtime & double time hours. This was a User Conference suggestion.

•Job Cost Billing Information from the Notes tab in Job Setup can now be included on the Job Listing report.

•A Job can be deleted from the Job Setup browse window if there are no transactions posted to the Job, even if the Job has not been closed.

•The Cost Code Listing can now be accessed from the Job Cost Reports menu.

Overviews

•Added the Income Account number to the AR Invoice Overview window.

•Added the Posting Date field to the Accounts Payable & Accounts Receivable Invoice Overview Windows. This was a User Conference suggestion.

•The Job Overview window now includes a Print Budget button.

DataView

•Added Classification and Man Hours fields to the DataView Job Summary Report.

•Added Billing Unit Price field to DataView Job Cost Analysis Report.

•Added the Date Cleared field to the DataView Check Register Report.

FormMaker

•Added the Purchase Order Number to the list of available fields the FormMaker Progress Billing form.

•Added the AR Invoice Memo field and Customer PO field to FormMaker for AR Invoices.

Utilities

•In Move Transaction Detail, added the ability to change the Transaction Description field. This was a User Conference suggestion.