New Features in Version 19.0 (January 2019)

General Enhancements

•The system can now remember the column configuration of list boxes in the system. If the user stretches or shrinks the width of any column, the program will present that same column size when the window is reopened. A new green recycle icon is shown at the bottom of list boxes where this feature has been added. Clicking the recycle icon resets the column widths to the default.

•The program can now remember the location and size of windows. When a window is moved then closed, when it is reopened it will be in the new location.

•Both the above features can be turned on and off using a checkbox titled "Preserve Window Locations & Sizes and List Box Column Widths" in the Setup > Preferences menu item.

•Added menu item icons for all accounting menu items.

•There is now an option for printing posting reports. You can now determine whether to print posting reports as separate report previews (the style used up through version 18.0), or with all posting reports in one preview (the style introduced in version 18.1). To modify this choice, select the Setup > Accounting Options > General Ledger Setup menu item and click the "Paper Trail Options" button. The choice is made using a checkbox titled "Separate Report Previews for Posting Reports."

•Throughout the system, many list boxes now include a column for "Attachments." A paper clip icon is displayed in this column if the record has any attachments. User Conference Suggestion

•The location of the "Select" button has now been standardized on all browse windows. User Conference Suggestion

Payroll

•The phone number displayed in the main Employee browse window is now the "Mobile Phone," not the "Home Phone,". User Conference Suggestion

•All the Payroll setup options have been combined into one window, accessed from the Setup > Accounting Options > Payroll menu item or by right-clicking on the Payroll main menu button.

•In Payroll Setup on the "Postings & Paychecks" tab, the user now has an additional option for including Vacation and/or Sick Pay on the check stub. There is an additional option for including "Remaining Hours and YTD Taken." If this option is selected, the check stub will show both the number of hours accrued and the number of hours taken this year, along with the dollar value of those hours.

•Vacation or sick hours will NOT be printed on the stub if there are no hours available. User Conference Suggestion

•When previewing the employee W2 from the Employee Entry window on the "Federal" tab, the user can now input values into all four Box 14 lines.

General Ledger

•When creating depreciation entries from the Fixed Assets window, there is now a user option to summarize the depreciation expense entries.

•A column has been added to the Fixed Assets Report that shows the total depreciation (Prior Depreciation + Current Month Depreciation).

Accounts Receivable

•The Void Invoices/Receipts window now has buttons titled "Limit Invoices" and "Limit Receipts." Using these buttons the user can filter the list of invoices or receipts to be more manageable.

•In Void Invoices/Receipts, added view buttons to see the overview window for the highlighted invoice/receipt.

•A new warning will pop up if an invoice being entered will push the selected customer over their credit limit..

•When an invoice preview is Exported and opened as an Excel spreadsheet, the spreadsheet is formatted nicely to look like an invoice.

•The Invoice Number field in Receipts Entry, Invoice Voidin, and Posting Reports has now been widened to allow for longer invoice numbers.

Accounts Payable

•The Vendor Type selection in Vendor Entry on the Miscellaneous tab has been expanded. The user can now designate this vendor as a Vendor, a Subcontractor, or an Employee. User Conference Suggestion

Job Costing

•A new "Job Type" selection has been added in the Job Entry window on the Job Site tab. This selection is called MSHA (Mine Safety and Health Administration). User Conference Suggestion

•When an Owner Change Order, Subcontract Change Order, or Subcontract preview is Exported and opened as an Excel spreadsheet, the spreadsheet is formatted nicely to look like the printed document.

•When entering the Job Address on the "Job Site" tab in Job Setup, there is a new button titled "Copy Address from Customer." If this button is pressed, the selected customer's address will be duplicated in the address fields. User Conference Suggestion

•When printing the Job Cost Detail Listing, the system now prints the entire detail description entered in Accounts Payable Trade Invoice entry window on the Line Item Detail tab.

•A new dropdown list box for "Estimator" has been added to the Job Setup Notes tab. User Conference Suggestion

•When entering a Change Order Detail line item, there is a new field where the user can optionally enter text to go along with this line item when it is printed on the Owner Change Order. User Conference Suggestion

•When entering an Approved Change Order and the Job is set so that change orders can be applied to individual Billing Phases, there is now an option to assign each change order line item to a different Billing Phase.

Overviews

•Add the "G/L Summary" button to the Financial Statement Overview accessible from the Company Overview.

•Add the "Send List Contents To" (Golden Arrow) button to the new G/L Summary window (transactions in context). User Conference Suggestion

Purchase Order

•On printed Purchase Orders we have added a Page of Page feature (i.e. Page 1 of 3).

•When importing Purchase Orders, the user now has the option of importing in the "One File One Record" style found in AP and AR Invoice Importing.

•The user can now import Purchase Order Details directly into an existing purchase order.

•The system now gives the user the option to store vendor pricing when entering a Purchase Order Line Item. For example, a message now pops up asking if the user wants to save a price of $1.58 per SF for Item #KKD234 for Vendor #45.

Utilities

•When setting up Job limits for purging, the newer "List" function is used for selecting which jobs to purge. User Conference Suggestion

•A utility has been added allowing two Items to be merged into one.