New Features in Version 6.1 (April 2006)

DataViewT/FormMaker was enhanced so that:

•User-defined fields from the Employee Record can be added to an Earnings Detail report.

•The "County" field from the Job File can be added to a DataView Job Listing.

•A new field that specifies a subcontractor's “Specialty” may be added to Accounts Payable reports.

•A new report can be printed for Price Quote Detail.

•A new report can be printed for Sales Order Detail.

•A new report can be printed for Purchase Order Detail.

•A new report can be created for Accounts Payable Invoice Detail.

Accounts Receivable was enhanced so that:

•When printing reports, there is a new option to select “All“ Customer Names, a “Range” of Customer Names, or to select a “List” of Customers, located on a new screen. This is a SUGGESTION CONTEST WINNER from a recent user's conference.

•When entering an Invoice, the Income Account and Checking Account may be changed.

•A new “Loans” function (accessed from the General Ledger) can be used to create Loans Receivable and generate Accounts Receivable Invoices based on loan amortization schedules. A new training session was added to cover this totally new function.

Accounts Payable was enhanced so that:

•When printing a check, the Invoice Description automatically fills and prints the Description field from the first line of detail from the invoice, if no Description was entered on the top page of the Invoice.

•When adding Insurance and Expiration information to a Vendor record, the Insurance Carrier Name fields have been expanded to allow for even longer insurance company names.

•In the Invoice Payment selection window, invoices that are “On Hold” are now displayed in Red.

•Accounts Payable Vendor Entry now includes a field to specify what type of work the subcontractor does.

•The Send To "Golden Arrow" was added to the Vendors List in the 1099 printing screen. This allows the printing of a quick list of vendors with their Year to Date Paid Amounts.

•When printing reports, there is a new option to select ““All“ Vendor Names, a “Range” of Vendor Names, or to select a “List” of Vendors, located on a new screen. This is a SUGGESTION CONTEST WINNER from a recent user's conference.

•A new “Loans” function (accessed from the General Ledger) can be used to create Loans Payable and generate Accounts Payable Invoices based on loan amortization schedules. A new training session was added to cover this totally new function.

Job Costing was enhanced so that:

•A specific Vendor ID can be “attached” to a Material Budget. This means that if an Accounts Payable Invoice or a Purchase Order is charged to that Cost Code from an invoice from a different vendor, a warning will be displayed.

•A new "Force Defaults" button in Cost Code Dictionary Entry will automatically change the default accounts and burden percentages in all budgeted cost codes.

•A new Cost Code type has added. In addition to Labor, Materials, Subcontracts, Equipment, and General types, there is a new Blank type, which is user definable. It is found in the Setup>Accounting Options menu, located on the Job Cost-2 tab. Use this to define your own Cost Code type.

Payroll was enhanced so that:

•When printing reports, there is a new option to select ““All“ Employee Names a “Range” of Employee Names, or to select a “List” of Employee Names, located on a new screen. This is a SUGGESTION CONTEST WINNER from a recent user's conference.

•Timesheets, Hand checks, and Void Checks are now all entered in the same screen not different screens.

•Posted Timesheets may now be voided.

•Voided Timesheets and Voided Paychecks may now be “recovered” to a batch as unposted Timesheets.

•In State Tax Setup, a new button allows all Workers Comp or General Liability rates for that state to be increased by a specific Percentage Rate.

•The Month-End Union Report may now be sorted and printed by Employee Name.

•For those in Rhode Island , the Rhode Island SDI can be reported in the Local Tax field on W-2s, the same as California SDI.

Purchase Order was enhanced so that:

•Purchase Orders that are Fully and/or Partially-Reconciled may be viewed and printed.

Equipment Costing was so that:

•When browsing the Equipment file, inactive equipment is now displayed in Green, and can be excluded from the list if desired.

General Ledger was enhanced so that:

•Loans Payable can be set up with amortization schedules. This also includes a procedure to create Accounts Payable Invoices for those loan payments. This powerful new function includes a “Loan Calculator,” which can be used to do “quick” calculations of monthly loan payments on proposed loans.

•When the description of an existing G L A ccount is changed, the change is now automatically reflected on the financial statement.

General Enhancements:

•When starting a posting routine, JobView now prompts the one doing the posting to backup the data files before proceeding with the posting. This is a gentle reminder for those who forget. The reminder may be turned off in the Preferences menu.

•The Backup Program will now create folders within folders (directories and subdirectories), if necessary. This means that when a user makes a backup, the user can simultaneously create a very specific folder/subdirectory such as “C:\backup\Apr2006\Day1\Emily\8am”. This function is for those who want to have total flexibility in doing backups.

•A new Utility allows the conversion of data from an ALL CAPS format to a First Letter “Capitalized” data format. For example, “JOHNSON CONTROLS” will be converted to “Johnson Controls.” This is a nice tool for companies with data dating back to the days of DOS.

•Users of The Small Builder Advantage now have a limit of 5 companies they may run on JobView.

•The Federal Tax ID can now be entered in either the Payroll or Accounts Payable setup screen.

•A new Utility now allows the ability to move single transactions from one Job or General Ledger Account to another. This enhancement was also a CONTEST WINNER at a recent User's Conference.

•A new “safety net” protects users from accidentally placing company data files directly in the JobView folder. (For a number of reasons, a company's data files should be saved in a separate subdirectory.)