General

• SQL database
• Telerik reports, allows modifying report parameters, previewing, downloading
• Change/merge (Alt+C) function for Zip codes
• Persistent user logins when switching companies, starting Client4, etc

INVENTORY

• Sales and Purchase History reports (1-5 & 1-19) can show unlimited number of transactions
• G/L Account Type V to exclude items from Inventory Value report (1-7)

PURCHASES

• Option (Ctrl+D) to duplicate vendor bill
• Option to print Bin Label from vendor bill
• Option for 3-up vendor label printing on sheets (report 2-8)
• Items Sales by Vendor and Quantity (new report 2-31)
• Indicator on PO screen for number of bills and link to lookup

SALES

• Allow multiple Group Codes on an item to enable more quoted price options
• On printed invoice with cash discount show both net amount and discount
• Show check count on Deposit Ticket
• Order Payment Analysis (new report 8-20)
• Option for 3-up name label printing on sheets (report 6-9)

FINANCIAL & PAYROLL

• G/L reports for any period as far back as desired
• On G/L account screen, show monthly amounts for any 3 year period and allow scrolling by year
• On G/L account screen, click any month or year to see detail in a 4-15 report
• In ledger entry allow simultaneous multiple users
• Allow editing prior customer payment (deposit) and automatically update the ledger
• All new bank reconciliation app
• On employee add Federal Wage Adjustment and Federal Status to support more tax tables
• On G/L account add Cash flow Type
• Sub-accounts, statement Type A and G can accumulate or group non-sequential accounts on financial statement
• In ledger entry ".9" reference numbers are not restricted
• No need to skip a check number when changing month

JOB COSTING

• Add Date and Employee filters to Time Entry report (5-5)

NUMEROUS MINOR ENHANCEMENTS

General

• Access from browser client (phone, tablet)
• Super search on report names
• More screen reports are sorted newest to oldest (browser & html)
• Doc manager, option to auto-create folder structure for each record
• More long text fields
• Email invoices and PO’s

Inventory

• Inventory value for any date
• Import inventory count files on = screen
• Option to include or exclude freight from list price updates

Purchases

• Tracking non-bill amount per vendor
• Display total on A/P check writing selection screen
• Add A/P option for electronic payments
• Function to convert item to remark on bill
• Add ‘copy block’ option to vendor

Sales

• Signature capture with Cayan Genius credit card processing
• Redesigned invoice layout with improved payment and balance section
• Group sending invoices and statements
• Option to turn off work order lookup on customer entry on R and M screens
• Indicator on work order for alternate parts available
• Indicator on work order for item out of stock, but enough on vendor order
• Function to convert item to remark on work order, & invoice
• UPS and Fedex Tracking Numbers, one-click tracking
• Added address and verify links to the invoice, work order, and name screens
• Deposit screen has amount tendered and change
• Deposit screen, double-clicking to auto-pay invoice can use NIA credit
• Reprice items and update G/L#’s when changing customer or customer type
• Gross profit % on work order save
• Margin option on pricing
• F5 refresh payment info
• New duplicate function starts from existing record and adds “reverse” and other options
• Always Sell on customer screen auto-adds customer-specific items

Financial & Payroll

• 6-digit check numbers
• Add summary option to report 4-40, for summary by category
• Added address and verify links to the employee screen
• Expanded employee info

Numerous minor enhancements

GENERAL

• F9 will save the record and then clear the screen
• F12 will save the record and keep it on the screen
• Search Enhancements
• Control + F on any field to search just that field
• Control + F on repeat lines to search all repeat lines
• Super Search includes record code on most screens
• Macro enhancements
• Extended Macro Dispatch using Shift+F4 (Allows dispatching macros not shown when there are too many to fit on the screen.)
• Ctrl+G C can be used in a macro to copy a field
• Company name in client caption
• User name login
• Mouse wheel support
• Name export to Outlook and Google Contacts
• Doc Manager (management of scanned documents and other files)
• TAPI dialing (Allows ABC to dial phone numbers)
• Ditto Dat (Lookups showing what has been entered in this field on other records)
• Extended length text boxes
• Bill Invoice ID
• Customer Message fields
• Inventory Discount Levels and Comment
• Invoice Customer PO and Remark
• Vendor G/Ls and Remark
• Export to Microsoft SQL Server (optional package to sync changes to SQL Server automatically)

REPORT GENERATOR

• Added link for Today
• Lined background on some reports
• Option for opening spreadsheet after report to tabbed output

SALES

• Customer Screen
  • Copy Block link to copy name and address to clipboard
  • Verify link to verify customer address on melissadata.com
  • New Invoice Link
  • New Work Order Link
• Invoice and Work Order screens
  • Real time order/invoice totaling
  • Icons to indicate if items are in stock to cover customer order (Work Order screen)
  • Added unit BP for package price
  • Adder in unit with +
• Double-click discount or payment applied on D screen to auto-fill
• Additional commission codes M-Z
• New production schedule report
• Sorted report by customer & G/L
• Report 3-14: option to filter by pay type
• Report 3-39: replaces sales tax payable with credit card report
• Report 3-1 print salesman code (it already had an option to sort by salesman)

PURCHASES

• Purchase Order screen
  • Alt + E dispatch to enter items on web page
  • Alt + Z create PDF
• Ability to post pro-rated freight to purchase accounts, not freight account
• Added FOB and Order From to Vendor screen
• Added order multiple on Inventory screen
• Report 1-11: programmed for order multiples and now skips default record codes
• F11-A will create a word list for complete order and dispatch report 1-11
• Report 2-23: show only open quantities and amounts and added date range
• Report 2-24: show only open quantities and amounts
• Report 2-32: added option for .5 x 1.5 label
• A/P check stubs have bills and account numbers sorted numerically
• Previous payment selections are not overwritten when adding new bills with A/P selection option number 2 on the Check Writing screen

INVENTORY

• Item merging
• Alt+4 to quickly set a special discount
• Print single bar code label
• Extended inventory adjustments screen (=) to 200 lines
• On inventory adjustments screen, (=) changed List# from 2 to 3 digits
• Ability to track setup and freight costs per serial number
• WUTISUPERSEDE utility to move data from superseded items

FINANCIAL

• G/L tags / use tax tracking with tag lookup instead of job lookup in ledger entry
• Bank reconciliation: shows filter (all/outstanding/returned) and mouse buttons
• System setup: added Signature File Name for checks
• Projected Cash Flow report
• Loan calculator prints annual totals on calendar year
• New ledger report 4-4
• Check Format field on setup screen, option Q for Quick Books type check.

PAYROLL

• Report 4-40: show employer’s portion of FICA and Medicare
• Report 4-42: add Other W/H (for Local Services Tax); print address
• On employee screen add Automatic Vacation Y/N