New Features in Version 7.2 (August 2007)

DataViewT/FormMaker was enhanced so that:

•The Classification field was added to to DataView Earnings Detail, Timesheet Detail, Federal Earnings, State Earnings, Local Earnings, and Union Transactions reports.

•The Retained to Date and Open Retainage fields were added to the Job Summary report.

Accounts Receivable was enhanced so that:

•A Miscellaneous Receipt may now be charged to a Job AND Cost Code

•The Tax Code field may be imported during Accounts Receivable Invoice Import.

•The Receipts Proof Listing now shows the General Ledger Checking Account to which the receipt will be deposited. (User Conference Suggestion)

•When entering receipts, a Job may be looked up, so that it uses the appropriate Customer Record. (User Conference Suggestion)

•When entering the Accounts Receivable Detail Description, the auto-capitalization of each word has been discontinued. (User Conference Suggestion)

•During Receipt Voiding, the columns for Reference Numbers and Job Numbers are now displayed to help identify the correct Receipt.

•The Check Number field was added to the Receipts Proof Listing report.

•A Refund Check may be generated through the Reconcile Posted Receipts screen.

•Canada 's GST (Goods & Service Tax) and PST (Provincial Sales Tax) were added (also known as the VAT or Value Added Tax in other countries).

•A new utility now allows Customers records to be merged, in case they are accidentally set up twice.

Accounts Payable was enhanced so that:

•The Accounts Payable Invoice Proof Listing, now includes the Description field from the Invoice Detail line item. (User Conference Suggestion)

•The appropriate Remit-to address was added to the AP Invoice Proof Listing. (User Conference Suggestion)

•The drill-down view of an Accounts Payable Invoice now shows the Description of each detail line item, as well as the Total Check Amount (even if the check also paid for other invoices).

•The Job ID now prints on the Subcontract Partial Payment Check. (User Conference Suggestion)

•Canada 's GST (Goods & Service Tax) and PST (Provincial Sales Tax) were added (also known as the VAT or Value Added Tax in other countries).

Job Costing was enhanced so that:

•The Bonding Report now has an option to allow Change Orders to be subtracted from the Contract Price, if the report is being printed for a prior period.

•The Job Cost Detail Listing has the option of printing a subtotal for each complete Cost Code, i.e. 610L + 610M + 610S + 610E + 610G = Subtotal for 610. (User Conference Suggestion)

•Multiple jobs may be “tagged” for deletion. (User Conference Suggestion)

•When an employee with no access to employee rates tries to print a Job Cost Detail Listing with labor, instead of just skipping labor codes, the report now prints the totals for each labor cost code encountered.

•When printing a Job Cost Detail Listing, line items from Pick Ticket transactions now include the Pick Ticket number in the Description field.

•The Cost Code Pick List was added for job cost reports. (User Conference Suggestion)

•Payroll was enhanced so that:

•The Company Address may be added to Direct Deposit Vouchers. (User Conference Suggestion)

•A “Bi-Weekly” option was added to Timesheet Entry, showing 14 days on the screen instead of 7. (User Conference Suggestion)

•The Termination Reason field in the Employee file was expanded. (User Conference Suggestion)

•The decimal places for Vacation and Sick Pay Accrual amounts were expanded to accommodate amounts to be accrued based on hours worked

•Employee Deductions may be modified on-the-fly during Timesheet Entry.

•A new utility now allows Employee records to be merged, in case they are accidentally set up twice.

Inventory was enhanced so that:

•If there is no Average Cost for an item during Inventory Adjustment Entry, the Standard Cost previously entered becomes the default.

Purchase Orders were enhanced so that:

•Attachments may be added to Purchase Orders. (User Conference Suggestion)

•During Purchase Order Entry, the Cost Code now defaults to the Cost Code entered in the Inventory Master Record for the item selected.

General Ledger was enhanced so that:

•During General Ledger Account Entry, the location where that account is found on the Financial Statement is displayed. This allows the Account to be relocated, if necessary.

•The General Ledger Account Name has been added to the Cash Disbursements Journal.

•A new Sales Percent column has been added to the Budgetary Analysis Financial Statement.

•A warning pops up when more than 13 Fiscal Periods are added at the same time.

•Newly created, but unused Fiscal Periods, may now be deleted.

•The Trial Balance report now has the option of selecting a range of Accounts and skipping zero-balance Accounts.

•Fixed Asset records may now have a Photograph and Attachments.

•Loans may now have Attachments.

•Instant Checks may be voided.

•In addition to being able to import lists, Transaction Information may now be imported from QuickBooks.

Other Enhancements included:

•The “drill-down” capacity was added to MTD Billings and YTD Billings figures on the Company Overview.

•The currency symbol was added for South African Rand currency symbol (R100.00) for our South African users.

•A User Preference was added for the Type of Attachment to be used as the default.

•The name of the file being attached is now used as the default Description of the attachment. (User Conference Suggestion)

•The “confirmation” page of postings is no longer printed, but archived as a PDF file, saving paper.

Credit Card Processing is now BUILT IN!

•A new feature included in Version 7.1, automated credit card processing, is now available for everyone with 7.2, built into JobView, so credit card payments may be processed without the need of a credit card machine. A-Systems has arranged with a major credit card processor to open Merchant Accounts for anyone wanting one. The rates are as good as or better than rates charged by most credit card processors, making this a convenience without a cost. If you would like to open an account with this credit card processor, you will be able to process credit cards directly from within JobView, quickly and easily. If you have any questions about automated credit card processing, please call A-Systems.