New Features in Version 6.2 (August 2006)
DataViewT/FormMaker was enhanced so that:
•The Construction Begin Date can be printed on Job Summary & Job Listing reports. (A user conference suggestion.)
•The "Non-Tax Permit Number" and "Expiration Date" can be printed on Customer List Reports.
Accounts Receivable was enhanced so that:
•When there are unposted entries in a batch of Invoices or Receipts, the batch name is displayed in bold, providing a “visual indicator” of either unposted batches or recurring batches with entries. (A user conference suggestion.)
•In addition to being able to have repeating batches increment by a fixed number of days, they can now be set to increment by a month or months. (A user conference suggestion.)
•Two new checkboxes are included in each customer record. These checkboxes allow selected customers to be included (or excluded) from the "Print Statement" list and the "Mailing List. (A user conference suggestion.)
•AR Receipts may now be voided.
•A "Pre-Paid" Warning is displayed when pre-paid AR Invoices are saved. (A user conference suggestion.)
Accounts Payable was enhanced so that:
•When there are unposted entries in a batch of Payables, the batch name is displayed in bold, providing a “visual indicator” of either unposted batches or recurring batches with entries. (A user conference suggestion.)
•In addition to being able to have repeating batches increment by a fixed number of days, they can now be set to increment by a month or months. (A user conference suggestion.)
•Accounts Payable check formats may now be modified or customized using FormMakerT.
•The Payment Selection browse list now shows the Invoice Date instead of the Due date. (A user conference suggestion.)
•During Invoice Payment Selection, a new button allows the user to view the details of the highlighted invoice. (A user conference suggestion.)
•When viewing Invoice History on a vendor or subcontractor, what is displayed may be limited by job.
•A new "Mailing List" checkbox is included on each vendor record. This checkbox allows selected vendors to be included (or excluded) in Vendor Listing reports. (A user conference suggestion.)
Job Costing was enhanced so that:
•There is now an option to delete multiple jobs at once in the Job Closing program. (A user conference suggestion.)
•Change Orders are now sorted by Change Order Number on the Change Order screen in Job Entry. (A user conference suggestion.)
•Costs from unposted AP Invoices and PR Timesheets may be included on the Job Cost Detail Listing. (A user conference suggestion.)
•Job cost details may be “drilled-down” from the job entry screen. (A user conference suggestion.)
•All job costing reports have a “Customer” limit option.
Payroll was enhanced so that:
•When there are unposted entries in a batch of timesheets, the batch name is displayed in bold, providing a “visual indicator” of either unposted batches or recurring batches with entries. (A user conference suggestion.)
•Payroll check formats may now be modified or customized using FormMakerT.
•Worker's Compensation and General Liability limits may be set up by specific employee.
•The Federal End of Quarter reports now include “tip” income.
•The “Employer Match” portion of a deduction may be sent to a different AP Invoice batch than the Employee-paid portion.
•Standard check formats can include the number of remaining vacation or sick pay hours. (A user conference suggestion.)
•The employee phone number now shows on the Payroll Certification report.
•A new Commissions Paid report was added to the Payroll Menu.
•Both the "AA Roth 401(k)" and "BB Roth 403(b)" were added as options in Standard Deduction Setup in the W-2 Box 12 Code drop-down selection list.
•A new "Mailing List" checkbox is included on each employee record. This checkbox allows selected employees to be included (or excluded) in Employee Listing reports. (A user conference suggestion.)
Purchase Order was enhanced so that:
•When duplicating a PO , the new PO is auto-numbered. (A user conference suggestion.)
Inventory was enhanced so that:
•Notes may be added to Inventory Items. When an item's price is changed, an automatic note to that effect is created and stored.
Sales orders were enhanced so that:
•Sales Order Pick Tickets and Packing Slips may be modified in FormMakerT.
General Ledger was enhanced so that:
•When there are unposted entries in a batch of GL Transactions, the batch name is displayed in bold, providing a “visual indicator” of either unposted batches or recurring batches with entries. (A user conference suggestion.)
•In addition to being able to have repeating batches increment by a fixed number of days, they can now be set to increment by a month or months. (A user conference suggestion.)
•Multiple fiscal periods may be created at one time, instead of one at a time. (A user conference suggestion.)
•Check registers now indicate whether the transaction was a Direct Deposit instead of a “regular” check.
•Financial Statements may be printed with a “Date and Time Stamp.”
General Enhancements:
•A new “paperless office” function has been added for all posting reports. The audit trail maybe documented in PDF files, instead of on paper, which may be archived for later retri eva l and printing.
•A new function for laptops allows them to run JobView even though they have been temporarily disconnected from their networks.
•All reports may be converted to the PDF format without emailing that report.
•User “profiles” may now be set up to disallow specified users from completing postings that have errors.
•A new Check Format, 9209, was added to accommodate those with old QuickBooks® check stock.