Accounts Receivable 5

Update History

Version 5.6.5

• Jobs In Progress Report. When selecting a date range for Date In, it did not work properly if a date range was specified. This has been corrected.

Version 5.6.4

• Made a minor change to custom transaction export to bank mentioned in 5.6.3 update. Does not apply to other customers.

Version 5.6.3

• Custom transaction export to bank for a specific customer. Does not apply to other customers.

Version 5.6.2

• Aging Report. This report was changed as follows: 1) "Show Phone/Fax below Company Name" if checked, will show the phone and fax below the company name instead of on the same line, and 2) "Blank lines to show after each account" allows you to specify more space between companies.
• Job History Search. When searching for partial descriptions, only part of the invoice was shown. However, the Invoice Total shown was for all lines, even those not shown. A new check box has been added, "Total Lines Shown Only". If checked, the "Invoice Total" will actually be a total including the lines shown only. If you leave the box unchecked, it will behave as it did before.
• Sending Emails. Some mail servers require "authentication" to accept emails. The program has been expanded so that you can specify a user name and password for the authentication process. Make sure you check "Server requires authentication" when using this feature.
• Update Finished Goods web site. The hosting company changed servers which caused a problem when A/R tried to retrieve the invoice information from the web site. This has been corrected.

Version 5.6.1

• Modified FTP invoice program so that the date is included in the file name. This should prevent the duplication of file names being sent. Only applies to those who are sending invoices through FTP.

Version 5.6.0

• Finished Goods web site integration changes. Corrected an error that caused the invoice detail to be lost.

Version 5.5.9

• Finished Goods web site integration changes. Customer PO # is now stored with the invoice.

Version 5.5.8

• Finished Goods web site integration changes. Partial shipments are no longer invoiced. Zero ship cost now shows on invoice so you can see how the product was shipped. Ship date and ship via now say "see below". You can now invoice a portion of the invoices ready for invoicing instead of being forced to invoice them all.

Version 5.5.7

• Invoicing, special freight line. If more than one invoice in a batch uses the special freight feature (a checkbox during data entry), the description the the freight line at the bottom of the invoice became confused.
• Invoice Entry. The batch total which shows during invoice entry was not always correct. Since this total wasn't serving any real purpose, it has been removed.
• Jobs In Progress. When entering jobs in progress, you can now choose from shipping addresses on file for customers. If a customer does not have any shipping address on file, this option does not appear. It appears as a list of options right below the shipping address. Just click on the address you wish to use.
• Customer Labels. You can now print labels using the customer's shipping addresses instead of the billing address. This can be used if you wish to make shipping labels for customers.
• Finished Goods Integration. This version integrates with the Press-tige Finished Goods web site. Invoices created on the web site are downloaded into the application. Go to data entry --> Invoice from Finished Goods to call up this option. Make sure you specify the distribution codes to be used the first time you use this option.

Version 5.5.6

• Invoices from Jobs in Progress. When using the option "Lookup Jobs in Progress" from invoicing, you now have a checkbox "Erase Jobs in Progress after Invoicing". If checked, the job is erased from jobs in progress when the invoice is accepted. If not checked, the job in progress will not be erased. This is useful in cases where you are making multiple shipments on a single job.
• Invoicing. The field called [c.30] (resale #) now functions correctly if you wish to include that field in your invoice.

Version 5.5.5

• When emailing invoices you can now send an invoice to more than one email address per customer. In Customer Add/Change/Delete, enter the email addresses to send to separated by a space. The program will send the invoice to each person on the list.

Version 5.5.3 and 5.5.4

• Custom FTP capabilities written for a specific customer. Does not affect other users of the software. No other changes made.

Version 5.5.2

• Custom feature written for a specific customer. Does not affect other users of the software. No other changes made.

Version 5.5.1

• Job History. You can now sort reports by customer # as well as customer name.
• Month End Close. You can now print the screen that shows when you check to see if you are in balance.

Version 5.5.0

• Report - Sales History By... An error has been corrected in this report which caused the company name to be incorrect when sorting by customer number. This has been corrected.
• Distribution Report. A new field has been added where you can specify the "Aging Total at Start of Year". This allows the report to show an accurate record of the accounts receivable aging total at the end of this report.
  

Version 5.4.9

• Invoicing. When saving for posting the program would hang without a message if it
  was trying to post an invoice that already existed in the job history header file but not in the detail file.
• Job History Search. In some cases, an error 5 occured when searching. This error was not serious, but has been corrected.
• Payment Entry. When entering payments, when you clicked on "List Invoices" it was possible for paid invoices to show up on the list. For the same reason, it was possible for these same invoices to show up as unpaid invoices on commission reports when the
  invoice was actually paid. This problem was due to an internal rounding problem that showed up only in rare circumstances, but has been corrected on this update.
• Packing Slips. When printing packing slips, the quantity per carton for the first quantity was not printing correctly. This has been corrected. This problem was probably introduced in 5.4.8.
• Sales History by ... Report. Several changes have been made to this report. 1) When "Skip Customers with No Sales" is not checked, it now includes all customers on the report, whether they have sales or not, 2) You can now include totals from Sales History, Commission Sub-Total or all sales. This allows you to include or exclude freight, sales tax etc. as you wish, 3) The data source will always be the distribution file. This is the most accurate data and will agree with postings made and changes to distribution code options on the fly, 4) You can now print a summary or detailed version of the report. The detailed version shows you the transactions behind the totals so you can diagnose errors more easily.
• Checking for Errors. When you check the customer file for errors, if you have marked some of your customers as "Inactive", the program would return an error when there was none. This has been corrected on this update.
• Shipping Address Add/Change/Delete. Some problems were corrected with finding the customer number where the customer had a company name that was exactly 30 characters long.
• Jobs in Progress Report. On reports sorted by customer, the customer is shown on a separate line so that the job description can be shown in full. The reports for other sort orders have not changed.

Version 5.4.8

• Year End Close. This routine was modified so that the prior year's distribution detail is not erased. This will allow us to do more sophisticated comparisons between the current and previous year in the future. Make sure that you update to this version or later before closing your year!
• Distribution Report. This report has been enhanced to allow you to display current or prior year information. Be aware that you might not have any prior year information in your distribution file at this time.
• Transaction by Type Report. A new checkbox was added "Ignore Out of Sequence on Invoice and Job #s". When checked, the program will not check for missing invoice numbers. These out of sequence invoice #'s and job #'s are normally indicated by an asterisk (*).
• Show Invoice Details. When displaying a report, you may highlight an invoice line and click on "Show Invoice Details". This feature was not working if the invoice # included an * which indicated an out of sequence situation on the Transaction by Type report.
• Packing Slips. If you printed labels for multiple cartons where the last carton was a partial quantity, the program was showing the full quantity by mistake. This has been corrected.
• Packing Slips. If you tried to print labels for multiple shipments at one time, the labels were not printed properly. This has been corrected.
• Sales History Report. A new checkbox, "Omit % of Sales on Report", has been added. When checked no percentages will be shown on the report.

Version 5.4.7

• Network Installation Change. A change has been made to the installation procedure to make it easier for network users to install the program automatically on all work stations without having to install on each one. This requires the use of ID113 or later, which is the security program most people use to get into the programs on a network. For more information, see the User Support --> On-line Manuals area on www.press-tige.com/p2000.

Version 5.4.6

• Sales History by ... Report. When printing this report using the distribution file is the data source, a new check box has been added called "Omit All Payments from the Report". If checked, then no payments will be included on the report, regardless which distribution code the payments were posted to. In most cases, this feature is not needed, only if invoices and payments were posted to the same distribution code.

Version 5.4.5

• Invoice Printing. When a deposit on a job matches the invoice amount on a taxable invoice, it is possible to have the amount left owing show as "-.01" instead of zero. This is due to a rounding problem with the tax and has been corrected on this update.
• Shipping Addresses. This database was modified so that shipping addresses within the same customer are now sorted by the first address line. This should make it easier to find addresses for customers with many shipping addresses.
• Program Access. If you are on a Windows 2000 or Windows NT server and you wish to deny access of certain users to certain companies, you can now set the attributes of "arconame.mas" (where mas is the abbreviation) to Deny Read. Once you do this, each person will only see those companies to which they have proper authority.
• Sales Rep Invoice Analysis Report. Added a checkbox titled "Include Credits and Adjustments". If checked, the report will show all credits and adjustments as well as invoices. If not checked, the report behaves the same as before, showing only invoices.

Version 5.4.4

• Period Date Range. If your year ends in February, the program showed your year end as 2/28/00 when it should have been 2/29/00 because 2000 is a leap year. The problem showed up on all reports and has been corrected.
• Invoice Printing, zero amounts. Normally when you leave the amount out of an invoice line it is assumed to be a comment and no amount is printed on the invoice. A new feature allows you to print ".00" in the amount column if the distribution code is not zero. This way you can have comment lines with no amount and other lines where you specifically want to let the customer know that you are not charging for this item. This zero will also show in the same way on job history searches and reports.
• Packing Slip Entry. When creating a new packing slip, the program now takes any data it can find from the Jobs in Progress database. This should save a lot of duplicated work.
• Aging Analysis Report. A new feature has been added which only affect you if you factor your Accounts Receivable. A checkbox titled "Show Factored Invoices Only" has been included. If this is checked, then only factored invoices are shown on the report. Keep in mind that since only a portion of the transactions are being shown, the company total shown at the bottom of the report only reflects the data printed, not the total for the entire company.

Version 5.4.3

• Sales History By... Report. When printing the report for a single sales rep and using the Distribution File as the source of data, the very last customer in the database was showing up in each each sales rep report. If you printed them all at once, it worked properly. This has been corrected.
• Invoice Entry. Phantom shipping problem. If you said "change" on a previously entered invoice which had a shipping address, but didn't change anything, the program remembered the shipping address and put it on the next invoice by mistake. This has been corrected on this version. Hopefully we can put the phantom shipping problem to bed now.
• Packing Slips, Check Errors in Data. If you did a check and stop, the program was misbehaving terribly and any # of strange messages might come up. This has been corrected.
• Packing Slip Entry. If you "Print and Save" it will now clear the packing slip from the screen. This makes it more consistent, it now behaves just like the "Save" except it also prints.
• Month End Close. Checking to see if you are in balance works fine for the current month, but if you try to check to see if you are in balance for the next month before closing the previous month, the program gave you an erroneous out of balance message. This has been corrected on this version.
• Job Tracking Update. If Job Tracking is installed, the program erases the job from job tracking as soon as the job is invoiced. This update to A/R updates Job Tracking version 1.0.9 or later. Earlier versions of Job Tracking used a different internal database and A/R needed to be updated to accomodate the changes.
• Security. Streamlined some of the wording when setting rights in ID so that A/R works better with ID Version 1.1.2 and later.
• Year-End Close. When closing the year, the system was not erasing the older detail distribution information as it should. The previous and new year distribution is saved, older information is erased.

Version 5.4.2

• Invoice Entry. Sales Rep problem on 5.4.1. The first character of the sales rep was being deleted by mistake when an invoice line was saved. This bug was introduced in 5.4.1 and is being corrected here. If you are using 5.4.1, stop immediately and update to 5.4.2 if you are using the commission module!
• Invoicing from Jobs in Progress. When moving an invoice from Jobs in Progress to Invoicing, the program was overriding the sales rep with the sales rep found in the customer file regardless of the sales rep entered in jobs in progress. This has been changed so that the sales rep found in jobs in progress is preserved. However, if the sales rep is left blank in jobs in progress, then the sales rep from the customer file will be inserted on the invoice.

Version 5.4.1

• New Feature. Analyse Best Customers. This option will rank your customers according to how much they have purchased. Very useful in deciding where to concentrate efforts. You will find this option under "Misc".
• New Feature. Tracking Factored Invoices. If you use a factor for your Accounts Receivable, this feature is designed for you. For a complete list of changes, click on Factoring.
• Job History. Search by sales rep if no customer was specified did not work. This was corrected on this version.
• Sales History by ... Report. A feature was added that allows you to sort by customer # within each group if you like. Also, there were some bugs found when using the distribution file as the source for the report. These problems were corrected.
• Sales History by ... Report. Added the ability to print the report for the previous year (from customer file only).
• Commission Report. A feature has been added where you can reduce the commission bya certain percent if the invoice was paid late. This can be done in two steps. For example, you can reduce the commission by 50% if the invoice was paid 60-89 days late and 100% if the invoice was paid 90 days late or more. If this is not specified, the report behaves normally and does not reduce the commission for late invoices. The days late is determined by comparing the date paid with the invoice date on the invoice.
• Invoice Printing. You now have the option of printing invoices in the order entered as well as by Invoice # or Company name.
• Commission File. A comment field was added so you can now keep a record of why commissions were changed. You can optionally include these comments on the commission report if you wish.
• Customer Labels. An option has been added which allows you to print labels for specific customers that you pick one at at time. This is useful for situations where you wish to print several customer labels, but selecting which customers to print cannot be done automatically.
• Posting to Distribution Code Zero. The program now lets you post to distribution code zero provided that the distribution code is defined in "Distribution Add/Change/Delete".

Version 5.4.0

• Invoice Printing. If you must have a quantity ordered and a quantity shipped on your invoices, you can now code your invoices with [d.4a] for the quantity ordered and [d.4b] for the rest of description. This will work if you always put the quantity ordered at the first part of the description line on the invoice. If the first character is not numeric, then it doesn't split them up. This way you can still enter regular description lines if you like.
• Import from DOS. When importing payment history data, the program was not properly recognizing deleted records. The result was an Error 13 and some garbage records in the history. This has been corrected on this verson.
• Posting. In some cases an Error 91 could show up during posting. The error was not serious, but should be eliminated with this version.
• Update Job Costing (Windows). Now date shipped is copied from the invoice to the job. Also, if you invoice the same job more than once, the invoice amount is added to the previous total in the job file instead of replacing the older total.
• Automatic Finance Charge. When generating finance chgs automatically, the program was charging customers even if they had "Omit Finance Charges" checked in their customer file. This has been corrected.

Version 5.3.9

• Commission Add/Chg/Delete. Error 5 has been corrected. Unfortunately, this stopped the program and did not allow you to get into this option.
• Entering Payments against Finance Charges. There has apparently been a bug in the program all along regarding finance charges. Apparently it hasn't shown up earlier because most people do not use this feature. When applying a payment or credit against a finance charge, the program became confused and didn't set the "Apply To" field properly. The result was a bogus error message that showed up during posting, even though the actual posting appeared to be fine. This problem has been corrected on this version.

Version 5.3.8

• Packing Slips. This is an entirely new area within Accounts Receivable. This is basically the windows version of the older Packing Slip program under DOS. Simply import the data from the older program and start doing packing slips in Windows. The main new feature is that you can now print "fancy" labels and packing slips if you wish.Please note that if you are integrating packing slips with Job Costing, you must be running the Windows version of Job Costing.
• Invoice from Jobs in Progress. When you invoice from jobs in progress and that job was created from Estimating, there will be no distribution code on the detail lines since Estimating does not understand distribution codes. If, however, you have filled in your customers in the "Normal Sales Type" field (foundon page 2 of the customer file) with the normal distribution code for this customer, each detail line will now automatically be filled in with this distribution code. This should prevent invoices being posted with a blank or zero distribution code.
• Displaying Reports. When you display reports on the screen and do not print them, you will now be returned to the report screen instead of back to the starting point. This makes it more convenient if you wish to display various reports before deciding which one to print.

Version 5.3.7

• Jobs in Progress. Cleaned up a couple of minor points dealing with the integration with Windows Order Entry. NOTE: If you have jobs stored in Jobs in Progress from previous versions of A/R, the job total shown on the first screen will be incorrect (100X correct value). The job itself is correct, just the display is incorrect.
• Update Job Tracking. If the job tracking program is installed, but there is no database present, the program will not attempt to update job tracking. The only interraction is that the job is erased from job tracking when the invoice is written.
• Error Handling. An option was added that when an error occurs, you can turn off future errors if you like. This makes it easier if you are having a series of error messages that you want to get through without having to select OK several times. This rarely happens, especially in Press-tige programs, but it comes in handy sometimes.
• Printing small. I added some code which hopefully will help get rid of the problem that comes up sometimes where the print is very small, too small to read.
• Distribution Add/Change/Delete. Added a checkbox called "Exclude from Job Cost Invoice Total". This allows you to control which parts of the invoice are included in the invoice total sent to job costing.

Version 5.3.6

• Jobs in Progress Entry. When calculating an extended price given a quantity and amount, the program misbehaved if the quantity was a fraction.
• Deposit Summary. This report was not finding deposits correctly if the cash in bank account was not the first account in the distribution code file.
• Aging Analysis. Added a checkbox which allows you to show both the invoice number and job number on invoices. Note that this may not fit in the room available if the invoice plus the job number is more than 10 characters.
• Aging Analysis. When sorting by sales rep, if some customers left the sales rep field blank, this rep was not getting a sub-total on the report. This was corrected.
• Invoice Entry. When displaying detail lines, the entire description is now displayed at the top of the screen when the line is saved. I had to take out the amount column and leave just the extended amount to make room.
• Output DOS compatible files. A change was made to make sure that the sales rep is moved correctly into the DOS files. This was necessary because Windows AR allows up to 3 reps per customer, but the DOS program allows only one. Only the first sales rep is moved to the DOS if more than one rep is entered.

Version 5.3.5

• Aging Analysis. When printing by sales rep, if the sales rep initials was less than 3 digits, the program misbehaved.
• Month End Close. When checking to see if you are in balance, the program could get a type mismatch error if damaged data is encountered. Processing was also speeded up in this section.

Version 5.3.4

• Payment Entry. Somehow the program got the nasty habit of failing to move to the amount column after filling in the check and bank info (assuming all other entries were made). This meant that a couple of extra keystrokes were needed, but not any more.
• Restore from Backup. In some cases, typically restoring from zip drives, an error 380 would appear. This error was annoying, but did not cause any serious problem and has been corrected.
• Invoice Printing. Those of you who use the hidden line feature on invoices may have noticed that it was not working properly if you entered several description lines and then a hidden line. The $ amount was showing up on the last description line instead of combining with the first line above that already had a $ amount. This has been corrected on this update.
• Job Costing Update. The Windows Version of Job Costing is now update it is installed on the computer running Accounts Receivable.
• Invoice Printing. When printing discount terms, the program now accepts terms like "2%10NET30" without any spaces and does the correct processing.
• Program startup. The program now remembers whether the window filled entire screen or just part of the screen so that it will start up the same way next time.

Version 5.3.3

• Deposits. If you wish to post a deposit, but you don't know the job # or the deposit will be applied towards multiple jobs, you can now do that in the program. Just tell it that the payment is a deposit towards job # 1. There is a reminder in the help note at the bottom of the screen when at the job # field in payment entry. When you invoice that customer, it will ask how much of the deposit you wish to apply against the invoice.
• Invoice Entry. The total you see on the screen when entering invoices now includes sales tax.
• Invoice Entry. If your invoice number and job number are the same, the program forgot to check for deposits on the job. This has been corrected.
• Customer Add/Change/Delete. If the sales rep's initials that were entered in the customer file were not found in the Sales Rep name file, then the initials were inadvertently erased in the customer's record. This has been corrected.
• Sales History by... Sales Rep. Since we changed the sales rep in the customer record so that a maximum of 3 sales reps can be defined per customer (Version 5.3.0), the Aging Analysis (when sorted by Sales Rep) and the Sales Rep Invoice Analysis reports have behaved badly. This was corrected on this version.
• Startup Screen. When selecting the company abbreviation, it now shows the entire company name, not just the abbreviation. This should make it easier to select the correct company if you have several databases active.
• Job History Search. When displaying the results of a search on the screen, if you clicked on "Show Invoice Detail" in the upper left portion of the display window you received an error message. This was corrected.
• Printer Setup. A new option "Setup Printer" has been added under the "File" menu. Here you can setup the printer configurations for each type of output all in one place.

Version 5.3.2

• Sales Rep Commission in Customer File. I turns out that if you had a commission of 9.00% in the customer file, it changed it to 900 percent. Now the sales reps might not complain, but the owner might. The program has been corrected to divide by 100 if it finds a commission of 100% or more in the customer file. This problem was the result of the change made in version 5.3.0 below.

Version 5.3.1 (dll 5.3.1)

• Sales Rep in Customer File. An error was introduced in version 5.3.0 below. It is very important that you use this version instead of 5.3.0 if you have sales reps. The sales rep was not being recalled properly in version 5.3.0. It appears that the sales rep information is lost, but in fact it is still there Version 5.3.0 is looking in the wrong place for the sales rep information. This affects all options that uses the sales rep.

Version 5.3.0 (dll 5.3.0)

• IMPORTANT. If you are using Press-tige's Estimating program you must update Estimating at the same time as A/R. Estimating must be version 7.1.0 or later!!
• Invoice Entry. Description lines can now be multi-line. This makes it easier when entering a lot of descriptive information on an invoice. When the line is saved, the lines are broken up and stored separately as if you had entered them one at a time. Keep in mind that each line can only be 47 characters long. The program will automatically force each line to 47, so verify your description after saving the line.
• Commissions. You can now have up to three sales reps getting commission on an invoice. Just list each rep in the invoice header section separated by spaces. If each rep is to get a differrent commission, separate the commissions by a space also. Make sure that the commissions are in the same order as the reps. On the actual invoice, only the first sales rep in the list shows.
• General Problem. Occasionally, the message "File Already Open" showed up. It took a while before I could see the pattern. Looks like the job history search function was not properly closing the customer file. This has now been corrected and hopefully won't rear its ugly head again.
• Distribution Report. If you happened to have transactions from previous years in your distribution file they were improperly being added into your year to date totals. This has been corrected.
• Check Errors in Data. When rebuilding the detail distribution file, the program now removes all transactions not in the current year. This cleans up your file is you have older transactions hanging around.
• Freight Lines on Invoices. The freight feature has been expanded to allow multiple freight lines below the sub-total if desired. The previous version would summarize the freight lines into one line, but now each freight line can show separately. This will work correctly with no changes if you are using the "simple" invoice format. If you are using the "fancy" format you need to change your invoice format slightly. The following commands should be on one line (they are shown here as separate lines so you can read them easier):
  
  font Arial || disp -2:4/8 +4/16 "" ||
  disp +0 +0 "[freight]" {freight$} ||
  font Courier New ||
  disp +2:4/8 +0 "" ||
  disp +0 +0 "[freight$]"
  
  This line will be repeated for each freight line that you specify in your invoice. Note that || separates each command when putting commands on the same line. "|" is the character above the backslash on most keyboards.
• Job History, Miscellaneous Customers. If you invoice miscellaneous customers by filling in the customer information on the invoice itself, the actual customer invoiced was not showing up on Job History. This has been corrected. However, this only affects future invoices written, not invoices already in history. Note that I recommend not using miscelleous customers in this way. Setting up a customer is not difficult and it is easy to set the customer Inactive if necessary.
• FTP Invoices. A couple of changes have been made. A checkbox has been added to the setup area, "Eliminate Carriage Returns from Output File". If checked, all carriage returns will be removed from the output file. This is typical for Unix systems. The file name that is being sent is now of the format "invMMDDYYYY.csv" where MMDDYYYYY is the accounting date. If you FTP more than batch in a day, then a letter will be placed after the year to make sure that duplicate file names are not being sent.

Version 5.2.9 (dll 5.2.9)

• Invoice Entry. Several internal changes were made to try to make the data entry more consistent. On some computers, editing the header information would wipe out invoice numbers and other fields. One difference is that you must use the Enter key to move from one field to the next. If you use the TAB key no error checking, customer lookups etc. will be done.
• Invoice Entry. Shipping addresses that were entered on the invoice header screen were lost. This has been corrected.
• Invoice Entry. If a ship to address was changed on the preview screen, then at a later time the invoice was previewed again, the job # would be erased from the job. This has been corrected.
• Invoice Entry. If an invoice was changed after it was printed, the program did not force you to print the invoice again before saving for posting. This has been corrected.
• Invoice Entry. Normally the "accounting date" defaults to the invoice date if no date is entered. A new feature has been added to the Company Name etc. area where you can have the default accounting date be "today's" date instead. Today's date is defined as the date you tell the program when it is started. This is the date that is shown in the lower right hand corner of the main screen.
• Invoice Entry. If the "Normal Sales Type" in the customer file has a valid distribution code (see page 2 in Customer File), then this will be considered the default distribution code for this customer and will be inserted automatically on each invoice line. Naturally, you can change the distribution code on the invoice if you like.
• Sales History by Sales Rep Report has been expanded. You can now sort by State, Zip Code and Select Code in addition to Sales Rep. You can also select from two data input sources, the Customer File and the Distirbution File. The customer file stores a summary of transactions grouped by period. The distribution file is a record of each transaction posted. The two reports should normally agree. If they don't agree it is because some distribution code options were changed since the transactions were posted, or some of the distribution information has been erased as part of the month end close. Note that month end close no longer erases distribution information. Normally, if the two reports disagree, the one based on the distribution data is more accurate, especially for the Month to Date values.
• Transactions by Type Report. Credit invoices were not showing up on the report when printing by job. This has been corrected.
• Credit/Adjustment Entry. If you enter a negative amount, the transaction is automatically switched to a credit.
• Company Name etc. Added default freight distribution code. When invoicing, the freight distribution code will be automatically inserted when the Special Freight checkbox is checked (unless there is already a distribution code specified).
• Statements. If you are printing individual statements by manually selecting customers and you are printing on continuous paper (simple format), you can now print all the statements at once so they can print correctly instead of doing a form feed at the end of each statement. Just check the "Save all Statements and Print When Done" check box. If you are printing "Fancy" statements, this check box will not be shown.
• Distribution Report has been speeded up. The date filtering was too slow for the large files which will be accumulated since we are no longer erasing distribution detail when the month is closed.

Version 5.2.8 (dll 5.2.8)

• Job History Search. When searching and interrupting the search, the program would leave open the job history file even after ending the option. This could cause problems on future searches and during an error check or rebuild. The problem has been corrected. So be extra safe, it is recommended that you end out of the program and go back in before rebuilding the job history database. Please note that rebuilding should not be done unless you are certain that damage has occurred.
• Statements. Added a "current" column for items less than 30 days old. This way you can add [current] for your aging columns at the bottom of the statement if you wish.
• Invoice Printing. Discount calculation can now exclude any distribution code. This was done by adding "Exclude from Discount Calculation" in the distribution file. Make sure that this box is checked on all distribution codes that should be excluded from the discount calculation. Freight must also be checked.
• Invoice Printing. If you had an invoice with more than 100 lines you got an error message and any lines past 100 were not printed on the invoice. This has been changed to a maximum of 200 lines on an invoice and it now displays an error message if you exceed 200 lines on an invoice. Hopefully you won't.
• Invoice Post. A new check box, "Include Job # When Posting Invoices" has been added. When checked the job # will print on the posting report.
• Transaction History (found within Customer Status Display). The option to show 12 months, 24 months or all history has been added to this option.
• Customer File. Added a Resale # and an "Inactive" checkbox, both on page 2. If the customer is marked inactive it will not appear on any reports except job history. You will also not be able to post transactions to inactive customers.
• Job History. Made some minor adjustments to try to catch a problem that one customer is having, namely some invoices just disappearing (you know who you are).
• Invoice Entry. An error 6 resulted when you tried to enter a ship to address for a customer who had no prior ship to addresses. This was corrected.
• List of Periods on Report. The last period listed sometimes showed 1910 as the year instead of 2000. This has been corrected.
• Month End Close. When closing the month, the program does not erase the distribution detail, but it does mark each transaction send to General Ledger. In the distribution report, you can now ask for all transactions, just those sent to G/L, or just those not sent to G/L. This new feature allows you to review past month's detail. Keep in mind that reports will come up a little slower towards the end of the year because the program has more data to sift through.

Version 5.2.7

• Statements. Added the ability to print charges and credits in separate columns if you wish. Put the command [charge] for charges, and [credit] for credits.
• The company abbreviation is now displayed right after the company name on the lower left portion of the screen. This way you can tell which company abbreviation you are currently looking at. This can be helpful if you have several different companies set up.
• Invoice Printing. If you are printing unit prices on invoices, you can now force the number of digits past the decimal to be the same on all unit prices. Just insert a command like [u.4] to force 4 digits past the decimal. Put this command on a blank line towards the top of your invoice format definition. This line will not print on your invoice.

Version 5.2.6 (dll version 5.2.6)

• Job History. Correct errors in data. When checking or correcting job history, you will find a header file, detail file, and an option called Job History Job Match. First make sure your header and detail file are correct. If they are not, make sure your backup your data (using File --> Backup Data), then correct the files in error. Then you can check the Job History Job Match option. If there are errors you can correct. There was a program bug in the Job History Job Match rebuild. It would bring back old transactions that had no invoice information. This has been changed so that these orphaned line items are erased. There was no reasonable way to reconstruct these invoices without the corresponding header record because there is no invoice date available. The symptom on earlier versions was that you would see a lot of invoices dated today's date in job history that were in fact very old invoices.
• Invoice Entry. When deleting invoices in invoice entry, the program was not keeping the batch total up to date. This has been corrected.

Version 5.2.5 (dll Version 5.2.5)

• Invoice Entry. In some cases, the Job# label above the job # field is replaced with the word "label". This causes the program to lose the job # information on the invoice, even though it was entered correctly. I have made a couple of internal changes to try and correct this problem, even though I cannot get the problem to happen on my computer.
• Shipping Address Add/Change/Delete. This option has been added to the setup section so that you can maintain your shipping address list more conveniently.
• Print Shipping Address. Also added a report so you can print your shipping address file if you like (see Reports, just under Customer List).
• Commission Report. Added a blank line after each customer to give you room to make notes on the report if desired.
• Customer Payment History. Added the customer # to the payment history report.
• Customer Status Display. When printing the customer status display, the program now checks for the end of page instead of just printing through the page break. I guess I didn't think you would have customers with a list of unpaid invoices longer than one page.

Version 5.2.4

• Displaying Reports. Then you press Pg Up when you are the top of the page, you will be placed on the previous page. If you press Pg Dn when you are at the bottom of a page, you will be placed at the top of the next page.
• Aging Analysis. Added a sales rep summary to the end of the report if sorting by sales rep.
• Invoice Entry. Sometimes when you clicked on a line to change, the program thought you were looking up a customer code and would (after a delay) display a list of your customers when not desired. I think I fixed this.
• Invoice Entry. If you enter some information and then change the customer number, the program will now clear the job number for you, assuming that the job number must be changing.
• Invoice Printing. In some cases, the unit price did not show up correctly when hidden lines were included on the invoice. I think I fixed it, but since I had trouble duplicating the problem, I'm not positive.
• Invoice Printing. In some cases, you got an extra blank sheet between invoices. This has been corrected.
• Remove Job History. Since some of you have erased job history when you meant to search it, I inserted a warning message before you go into that option.
• Job History Search. If you stopped in the middle of a search and tried to pick up where you left off, it didn't work. This has been corrected.
• Print Deposit Slips. Deposit slips were showing all "payments", including discounts taken. This has been corrected so that only payments posted to the "cash in bank" distribution code will be shown on deposits. Make sure that the correct distribution code has been entered for cash in bank (see Setup --> Company Name etc.).
• Customer Status Display. When displaying deposits for a customer, if a job had more than one deposit, it was not showing it on the display. Invoicing seemed to pick it up correctly.
• Customer Status Display. When clicking on a transaction, the program was not showing how the transaction was applied. This was corrected.

Version 5.2.3 (dll version 5.0.8)

• Transaction Post. In cases where you are posting a credit or payment to many items, the program had a problem if you were applying a credit against something other than an invoice. This problem has been corrected. If you see a message reading, "Warning: Invoice #12345 has too many transactions applied to it!", this indicates that the program had a problem and at least one account will be out of balance with itself.
• Distribution Report. Let's say you were ending 1998 and starting 1999, but you haven't closed December 1998 yet (you are on a calendar year). January 1998 should be viewed as period 1, but it was being viewed as the first period of the new year by mistake. This has been corrected on this version. Most people will never encounter this problem because you normally would have any January 1998 transactions left in your distribution file when you are processing December 1998.
• Distribution Code List. The Omit Sales History and Omit Commission flags were not being reported properly.
• Invoice Entry. Cleaned up a minor annoyance. When changing an invoice header, then viewing the invoice detail, upon return to the header window, the program started searching for customers based on what it thought was a blank entry in the customer number field. This was corrected.
• Invoicing from Jobs in Progress. The program now checks for deposits when recalling an invoice from Jobs in Progress.
• Jobs in Progress. Added function key capability using the same function key definitions as Invoice Entry.
• Invoice Printing. If you are printing invoices on 8.5x14 paper and you are printing freight lines as a special line at the bottom of the invoice, the freight information was incorrect on the second invoice on the page. This has been corrected.
• Job History. After searching job history, the program was not properly closing all necessary files. This prevented the program to open these files again unless the program was ended and started up again. Unfortunately, if you decided to rebuild the job history at this time, the job history file was damaged beyond repair and had to be recovered from a backup. Both of these problems have been corrected.
• Job History Report. The sales rep "[c17]" was not being shown correctly on the report. This has been corrected.
• Payment Entry. Corrected an error where the check total wasn't updated when a line was changed. Note that you can click on any line at the top portion of the window and the check total of the line you clicked will be displayed.
• Customer Status Display. New Feature. There is now a "Deposits" button next to the Notes button. This button shows all deposits currently open for this customer. It also looks in Jobs in Progress and shows the estimated invoice total if the job is found in the Jobs in Progress database.

Version 5.2.2 (dll version 5.0.7)

• Invoice Entry. Note, this problem affects you only if you allow the program to automatically assign invoice numbers. In making the change noted below in version 5.2.1 (retaining customer # from one invoice to the next), an error was introduced involving the invoice number. When you finished one invoice, it not only left the previous customer number, it already assigned the next invoice number. This was ok except when you were finished invoicing. Since the next invoice # was "assigned" by the program, it assigned another new one when you started another batch of invoices at a later time. The result was that you had an invoice number that didn't belong to any invoice. This has been corrected on this version. When you are placed on the invoice number field, just press the Enter key to have the program automatically assign the next invoice number.
• Jobs in Progress Report. When jobs are sent over from Estimating, the first line contains the invoice number and is hidden on the invoice. This line was printing as the job description on the jip report. This has been changed so that the first non-blank line prints as the job description.
• Statements. When searching by company name, the list of companies was not being displayed properly within the window.
• Statements. The statement format now allows a "[rewind]" command to permit printing two statements per page. This is typically done on a laser printer using 8.5x14 inch paper. Just put [rewind] on a line by itself between the two versions of the statement format. Hint: You can first get the form set up correctly for the top statement, then duplicate it on the bottom statement. Just change the offset for the second statement to make it print on the bottom half of the page, something like "offset -6/32 6:26/32" should do it.
• Adjust open items. When applying payments against invoices, the program now applies the payment to the specific line you are pointing to. The program used to apply the payment to that invoice number. This caused problems if you had more than one invoice with the same number.

Version 5.2.1

• Invoice Print. If you are printing more than one invoice per page, this change affects you. When printing multi-page invoices, the program will now print all copies of page 1, all copies of page 2 etc. This is a change from the previous version.
• Invoice Entry. When finishing one invoice and starting another, the customer number is retained so you don't have to re-type it if the next invoice is for the same customer.
• Restore Data. When displaying previously restored files, it now sorts them neatly by date. This makes it easier to find the desired file than the previous order which was almost random.
• Personal Information. If you keep records for more than one company, each company has its own set up "preferences". Where each screen is positioned on the screen, which printer you use, how many lines per page to print etc. The program was not switching these preferences properly when switching between companies.

Version 5.2.0

• Invoice Entry. Added a warning. After the invoice number is entered, the program displays a warning if the invoice number already exists in job history. This makes it easier to determine if you are generating duplicate invoice numbers. You may issue a second invoice with the same number for the same customer. In this case, the earlier invoice is erased from job history.
• Import from DOS. Found a problem that was introduced in 5.1.9. When importing from job history, duplicate invoice numbers for the same customer were not being handled properly. This resulted in missing invoices in history.
• Invoice Summary. At the end of the "Invoice Data Post" report, there is an optional invoice summary. That summary was not reporting the company name correctly. This has been corrected.

Version 5.1.9

• Aging Analysis. On an earlier update, the sales rep was added to this report. As a result, the customer line (cust#, business name, etc.) was now 81 characters instead of the usual 80 maximum. Apparently some printers do not ignore the extra space, but instead print an extra blank line. To resolve the problem, this program was changed to print a maximum of 80 characters on this line.
• Import from DOS. Added some sophistication to the importing of job history in two ways. 1) It now looks for duplicate invoices and attempts to resolve conflicts. If two invoices with the same # for the same customer are found, it erases the first one. If the invoice is for a different customer, it attempts to alter the invoice number by putting a "-A" or "-B" after the invoice number, and 2) tries to ignore damaged records found during the import, but still read the rest of the file. The program used to stop when it encountered damaged records.
• Statements. Nasty messages were not printing out on statements. Now they are.
• Statements. Added the ability to sort by customer # as well as company name. Also added the ability to print all customers after a certain customer. This way you can pick up where you left off if your printer jams.