New Features in Version 8.2 (August 2008)
The Overview Screens were enhanced so that:
•A new button on each section of the Company Overview will display “Recent Transactions.”
•The Accounts Payable section now displays a “Current” amount.
•Open Accounts Payable Invoices, Open Purchase Orders, and Open Accounts Receivable Billings are displayed. This suggestion came from the User Conference in Hawaii in May.
•Actual transaction detail may be viewed by “drilling down” from the Cash Balance overview. (This may also be done for Credit Cards). This suggestion came from the User Conference in Hawaii in May.
•If a check has cleared the bank, it is indicated on the AP Invoice Overview screen,. This suggestion came from the User Conference in Hawaii in May.
DataView was enhanced so that:
•A “Tab Delimited” option is available in the Export function.
•The current view of a DataView report can be immediately opened in Microsoft Excel®.
•The Hold Reason field was added to Accounts Payable reports.
•The Marital Status field was added to the Employee Listing reports.
Payroll was enhanced so that:
•All Quarter and Year-to-date payroll totals can now be accessed for any calendar year.
•The ACH file may be setup and formatted by the user.
•Employee records now have a Last Date Worked field. It is located on the personal tab.
•The Last Date Worked was added to both the Employee Listing and DataView Employee Listing reports. This date is updated every time timesheets are posted.
•Direct Deposit transactions may now be posted to a different cash account than printed paychecks.
•A new checkbox separates Inactive from Terminated employees when browsing the on-screen Employee list. This suggestion came from the User Conference in Hawaii in May.
•During timesheet entry, there is a new ability to restore an employee's standard payroll rate by selecting the “blank” Shift in the drop box. This suggestion came from the User Conference in Hawaii in May.
•The over-budget warning may be turned off. This suggestion came from the User Conference in Hawaii in May.
Job Costing was enhanced so that:
•When looking up a job in the Change Job Parameters list box, typing in the Job Name advances toward the correct job (by typing a portion of the job name, and the highlight jumps toward that job.) This suggestion came from the User Conference in Hawaii in May.
•The Cost Code Dictionary now includes a Default Unit Cost, which may be used when adding a Job Budget. This suggestion came from the User Conference in Hawaii in May.
•All Job Cost Analysis Reports now have the Received-to-Date Amount included in the Extended Header information on Jobs.
•When a Job Budget is imported and an imported Cost Code does not exist in the Cost Code dictionary, it will be added automatically.
•Actual titles for the Project Manager and Superintendent may be used. This means the user can decide what the actual title is, and it will show up on the reports and screens. This suggestion came from the User Conference in Hawaii in May.
Accounts Payable was enhanced so that:
•The AP Aging Report has a limit allowing the user to print just the items that are “Held for Payment.” This suggestion came from the User Conference in Hawaii in May.
•AP Invoice entry now warns the user if they are going over-budget on an item during line item detail entry. The over-budget warning may be turned off. This suggestion came from the User Conference in Hawaii in May.
•When setting up Batches, a new user preference allows users to set whether or not to receive warnings for prepaid invoice entries. This suggestion came from the User Conference in Hawaii in May.
•Line item detail may now be printed on the check stub (or not) for selected Invoices. This suggestion came from the User Conference in Hawaii in May.
•A new limit called the Maximum Invoice Amount may be set to display a warning if a large invoice amount is entered. This suggestion came from the User Conference in Hawaii in May.
•Vendor files now include a default Credit Card account. This suggestion came from the User Conference in Hawaii in May.
•The order of invoices printed the check stub is the same as the order in the payment selection screen. This suggestion came from the User Conference in Hawaii in May.
•The sorted order of Payment Selection items was changed for the first two tabs to Vendor then Invoice Date. (Previously it was sorted by Vendor then Invoice Number.) This suggestion came from the User Conference in Hawaii in May.
•In Payment Selection, the Due Date and Discount Date columns are now displayed on all tabs.
•New defaults may be set for Vendor Due Terms (along with a “Force Defaults” button) in the Setup screen. This suggestion came from the User Conference in Hawaii in May.
Accounts Receivable was enhanced so that:
•When setting up Batches, a new user preference allows users to set whether or not to receive warnings for prepaid invoice entries. This suggestion came from the User Conference in Hawaii in May.
•Accounts Receivable Setup now has a “Force Defaults” button that applies new settings to existing customers.
•The Printed Memo field on Invoice formats has been expanded.
•The Mailing List checkbox in the customer setup screen is now automatically checked when adding new customers.
•A new Receipts History list was added to the Customer Entry screen.
•During Receipts Entry, if the amount received is zero or smaller than the amount reconciled, a warning message comes to screen. This suggestion came from the User Conference in Hawaii in May.
•In the Customer Entry list box, Customers may now be sorted by the Contact Name. This suggestion came from the User Conference in Hawaii in May.
•In the Invoice Entry Browse, a new Status column was added. This suggestion came from the User Conference in Hawaii in May.
•When entering a pre-paid Invoice, the user can now enter a Deposit Reference number for the deposit record created during posting.
•When Reconciling Receipts, a new Due Date column has been added to the onscreen Invoice list.
•The Invoice History tab in the customer file now lists Open Receipts as well as Open Invoices, so the “total open amount” reconciles to the Aging Report.
Inventory was enhanced so that:
•A new Inventory Ranking Report is available to quickly and efficiently analyze inventory turnover and profitability.
•A new Income Account field was added to the Inventory Master file. When entering Invoice Line Items, this account will be automatically entered as the income account when an item is selected.
General Enhancements include:
•A new button in the Company Selection screen allows users to open Windows Explorer to the Control Folder.
•A new button in the Company Insert and Setup Company screens allows users to open Windows Explorer to the Company Data Folder.
•When retrieving an attachment, JobView now remembers the folder where attachments were last retrieved. When retrieving future attachments, JobView will automatically look there first.
•For those that do not want the “auto fill” function, it may now be turned off throughout JobView.
•When posting, an automatic warning displays to alert other users that a posting is about to take place. This suggestion was the WINNER of the User Conference in Hawaii in May.
•The warning message that pops up during a posting saying “User is not authorized to finish postings with errors” now displays which user is authorized to finish that posting.
•During posting, when there is a mismatch between the Fiscal Period and the Effective Date, JobView automatically changes the Effective Date to the last day of the fiscal period. This suggestion came from the User Conference in Hawaii in May.
General Ledger was enhanced so that:
•When printing General Ledger Reports, in addition to picking a range of G L A ccount Numbers, it is now possible to enter a list of Account Numbers.
•The General Ledger Detail by Account report has a new limit which allows the printing of a separate page for each account.
•A new option allows users to print Financial Statements in all caps.
•The Chart of Accounts listing can now be printed for a specified Financial Statement format.
•Previously completed bank statement reconciliations are now saved for later retri eva l.
•Bank reconciliations may be done for any “Cash Account” not just those marked as Checking Accounts.
•Throughout GL Transaction Entry and Reporting, the screens have been changed so they display separate Debit and Credit columns.
•When printing instant checks, JobView now asks how many copies are to be printed (and it allows for printing an alignment check.)
•Credit Cards may now track Credit Limit fields in the General Ledger, along with Warning Limits. For example, if a Credit Card has a limit of $10,000, but the user wants to be warned when the open amount on that card reaches $9,000, both of those numbers may now be set.