Version 5.1.15 changes - February 2010:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

UK and EU only: Tax reports on accounting transactions (sales and purchases) with separate section for trans-EU sales and purchases. The latter is also now available as a separate report. Previously showed only sales.
Writing new client on the fly: error when ship address was NOT copied to ship address list
Client select list - now sorted by sort code
Bulk receipts and bulk payments: button at the bottom (which sets all entries listed as paid) was producing wrong invoice or P/O balances, due to a bug.
Receipt entry NZ: trap error when no previous payee or bank details
Aged Reports: trap error when no data is available (no debtors to display)
Conversion to Quote: fix error when non-stock item followed stock item.
Quotation summary reports (fix duplications) - new feature: now with option to display summary for accepted quotes only, using date of acceptance as summary date.

Version 5.1.14 changes - October 2009:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

Detailed VAT tax report (invoice-based) misreported tax-inclusive total; 
The double-click action for single P/O payment transferred total to Accounting as a debit;
Pricelist: fix Error 3075 when using stock-only option; exclude 'finished' products (redundant items).
In some stock [inventory] reports a "division by zero" error occurred when stock items were present with a value, but zero quantity. 
Two new VAT tax reports are added for those users whose selling prices include tax.

Receipts: tidies up some issues when posting receipts and payments concerning balance calculations when reversing an entry. Payment screens from Invoice and P/O menus now show a list of previous payments if any.
Receiving P/Os - double click Total box to copy total from main screen. P/Os now show the status of the order at the top (similar to the paid & locked from Invoice menu)
     not yet received: brown status box showing "to be received"; 
     received but not yet paid in full: red status box showing "Balance to pay" - balance and due date visible; 
     paid in full: green status box showing "Paid in full"
Accounts payable: postings now add creditor name. This allows viewing accounting transactions for that creditor from Contacts menu (Transactions button).
You can post deposits to P/Os not yet received. Simply enter payment as you would for any received P/O. Later, this deposit will be reflected in the Balance to pay.
Due dates: in auto-billing the invoice due date (due for payment) was set incorrectly in some instances.
Auto billing: in some instances auto-extend contracts were not extended automatically; Now showing 'last invoice' date, which updates the last billing date with a double-click. Update is still automatic when you click on Invoices menu.
Job costing report fix - total showed error if one or other of the two report components were blank
Currency - removed some currency symbols from reports to avoid confusion

Version 5.1.13 changes - June 2009:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

New: Creditors' reports section (Accounting Reports)
         available report options:
         Unpaid P/Os (single month) - shows which P/Os remained unpaid in a selected month
         All unpaid P/Os - as above, grouped by month due
         Summary of unpaid purchase orders, grouped monthly, showing past due, current month and those due next two months. (previously in Debtors' section)
         Historical Creditors - what you owed at any time in the past
         Payments Summary - all payments made during selected date range, sorted by method of payment.
Payment Receipt Reports
   Fix: reports mixed receipts and payments
Unpaid invoices report
   Fix: report total showed invoice total, instead of outstanding balance total
Follow-up Report
   New: Purchase Orders overdue (ETA in the past and no arrival date yet)
Auto-numbering of jobs
   Fix: now includes jobs without start date when determining next number
P/O receive panel
   New: now shows due date (when payment is due); previously hidden. Due date is updated when you enter total amount to pay. It is set to 1 month after Arrival data. Click to set a different date.
Contacts
   New: added price level filter and edit buttons.
Fixed some additional formatting issues when decimal separator is a comma, which caused price rounding in some situations.
NZ only: amended formula for box 11 on GST return, to exclude zero-rated expenditure. 

Version 5.1.12 changes - May 2009:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

New function: Customer merge allows merging a customer with another (for example where slightly different names resulted in duplicated customers, each with their own account). Function will change all references of one customer to that of another, then permanently delete the selected customer.

Address format fix: was not set properly when adding customer or vendor on the fly or for delivery address on purchase order
Aged Creditor Summary Report: fix duplication of entries where creditor had multiple invoices awaiting payment
Under/Overstock reports: allow for items without supplier [vendor]
Auto-Invoicing: fix failure to stop invoice where customer was on credit stop or next invoice would exceed credit limit
Auto Invoice Manager: New feature lists auto-invoices affected by credit stops; double-click invoice or contract number to view those
Fix: countries which use the comma (,) as their decimal separator were experiencing problems on some screens
Start screen: re-instated the quick launch of invoiceit - hit Enter key when you see the splash screen with the puzzle piece.

Version 5.1.11 changes - Mar 2009:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

Contacts
   fix: when a contact was removed or re-instated having a blank note pad, error #97 occurred.
if removed, the 'Write' dropdown no longer shows (prevents writing documents to contacts no longer current)
Invoices/Quotes/Auto Inv/Time Billing
   change: when searching a document whose client has been removed, the client dropdown is replaced by a blue box displaying 'Customer was removed'. Click pencil button to edit that customer. Previously, documents for removed clients did not show, even though they were listed in 'Find List'.
   New: when writing new documents with auto numbering turned off (when you must enter your own numbers) the process is now abandoned if you DO NOT provide that number, to prevent errors. Also applies to P/Os.
Credits
   fix: when sending credit by e-mail, plain body text no longer refers to invoice but has its own text labels (Setup p.5, under Invoice, E-mail Subjects and E-mail Messages)
Purchase Orders
   change: when searching a document whose vendor [supplier] has been removed, the vendor dropdown is replaced by a blue box displaying 'Vendor was removed'. Click pencil button to edit that vendor. Previously, P/Os to removed vendors did not show, even though they were listed in 'Find List'.
   change: when you write a new P/O and the vendor selector screen pops up, you can now exit at this point which cancels the uncompleted P/O (previously you had to select a vendor to exit).
   New: P/Os can be e-mailed as plain body text
   New: Filter and edit buttons allow edits of staff and selected job, as well as filtering P/Os by selected job or staff
Accounting
   New - offset edit screen. This allows edits or deletions of existing offsets, write-offs and write-ons. Available from vertical menu bar of Accounting menu.
Quotation to Contract
   New: you can now convert quotes directly to auto invoicing. It copies the items from quote to contracts and establishes the billing sequences from input data you provide on the fly.
Invoice
   Fix: the label button caused the printer selector to hang, so shipping labels could not be produced.
   New: you can now enter payment receipts, even if the invoice is already paid in full (overpayments by customers). If locks are switched on (Setup p.4 #21), an overpaid invoice will be locked and identified as such.
Reports
   New: profitability reports now show profit on all charged items, not just inventory [stock]. Go to Reports - Inventory for these reports.
PDF
   Fix: Receipt, Purchase Order, Contract Confirmation and Pricelist did not auto-attach with Outlook due to naming conflicts
Permissions
   Fix: plugged a loophole to prevent access to locked menus from Startup guide page (network licenses only).
Time Billing
   Fix: overnight shifts now calculate properly (where start is before midnight and end is after midnight)
Scheduler
   Fix: when appointments assigned to a Job were moved to another timeslot an error occurred in certain circumstances if the required client ID was not transferred. When you select a job on the appointment edit screen, the program will look up the client and set the ID automatically.
Setup p3
   Fix: changing font colour caused major error when opening documents (the changed colour was not saved resulting in a blank colour value which the program could not process)
Import
   Fix Contacts import error
Release 5.1.11.1 fixes:
E-mail Transaction History, Price List, Statement:
    fix a problem that caused PDF to be created from dialog form, instead of selected document
Payments: 
    an inconsequential error was fixed that referred to a field called "Detail1"
Templates: 
    line sort number was not transferred to new document
Setup p.4 
    #12: if left blank it prevented viewing invoice reports
    #26 and #29: default ledgers now displayed by ledger number
P/O Reports: 
    supplier list now in alphabetical order

Version 5.1.10 changes - Oct 2008:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

Pricelist
   new: option that limits price list to items you actually have in stock [carry in inventory]. 
      Quantities are shown only on the setup page, but not on actual price list. 
      also now allows to pick or exclude items not assigned to a product group
   fix: on illustrated pricelist, item description was partly obscured when code column was omitted.
Marketing
   fix: when creating mailing lists based on products bought, the exclude/include switch was reversed
Inventory/Stock movements list
   fix: after viewing products on order, function to return to movements list failed
Product Code dropdown (on various input forms)
   fix: the list did not display products or services that were not assigned to a product group
   new: the list now displays available items if you monitor inventory/stock (Setup p.4 #4)
Graphs: 
   removed shadow columns
Accounting: 
   new: the ledger used for receipt deposits can now be set by user (Setup p.4 #26). 
      (previously this was fixed on ledger #100)
Permissions: 
   this network-only feature has been improved and gaps plugged.
Invoice/Quote and other documents
   changes to show header on multi-page documents.
Statement: 
   fix: footer not displayed in some instances
   improved load speed 
Price Increase Dialog: 
   allow non-assigned groups
Add-ons (Discount dialog):
   fix: now displays cost prices for non-saved line entries (where known)
Installation default folder now called \invoiceit!Pro\ (previously invoiceit!5)
 - change folder name back to previous when upgrading, to save having to transfer data file
Release 5.1.10.1 fixes an error in the products import function

Version 5.1.09 changes - Aug 2008:
when upgrading from V. 5.1.07 or older: requires data file updating with update utility 

Program has been re-named invoiceit!Pro
New buttons:
   change: old ones were causing problems when users did not have Windows Office installed.
line sort numbers:
   fix: when using the re-instated code dropdown and when using text-only from Pick List, 
      line sort numbers were not written. This caused some lines to be displayed out of sequence
Price list:
   fix: when applying levels 2-5 from Inventory [Stock] or Services menu, an error occurred. 
      Did not happen when used from other menus.
Statement:
   fix: document title did not update when changed or translated
   new edit button to switch to statement small print editor
   fix: format error in Due Date
   fix: total misreported where multiple payments for an invoice were listed
Calendar:
   fix: Today button produced error when applied on some subforms
Receipt:
   fix: another go at fixing the receipt print error which eluded us in the last release.
Price breaks:
   new: is applied when you select a price break-enabled product from the dropdown of invoice or quote.
   new: apply price breaks when entering product ID manually (or via barcode scanner)
Accounting Ledger List:
   improved: prompt if a new ledger number is already in use
P/O:
   new: set default P/O type (Setup p.4 #19.1)
   new: can be sent as plain body text in e-mails
Staff:
   new: set standard cost per hour, used for profit analyses of time charged (Scheduler menu > Time Slots button)
Client Groups:
   fix: minor error when writing new groups (failed to write new sort number)
Client Pick List: 
   fix: previously had to select a customer to exit pick list. Close button will now allow exit without that prompt
      change: after selecting client for auto-billing, set focus to First Invoice Date
Discount:
   change: when writing quotes or auto billing, profit calculation is no longer displayed (only for invoices)
PDF attachments:
   new: for Outlook users the process of attaching PDFs is now automatic. 
      Applies to all documents that can be sent by e-mail, incl. price list and financial statements
Contacts Menu: 
   improved: allow scrolling through records when viewing any of the tabs 
      (for example, click through clients while on Statistics tab to view each client's sales)
      previously after using arrow buttons a user was returned to the front tab.
Products Menu:
   new: allow filter for products without vendor
Services Menu:
   new: allow filter for items without group
Filter Unset:
   improved: when removing filter, user is now returned to last record viewed 
      (applies to Contacts P/O, Quote, Invoice, Contract and Job)
Profit buttons:
   fix: error when no products meet profit criteria
Product Pick List:
   improve: adjust product list prices automatically to selected price level
Invoice (printed document):
   fix: format error in invoice total on return slip (also applies to quotation)
   improve: remove trailing colons from tax labels (applies to many other documents)
Data Import:
   change: was locked during trial - this has been unlocked.
Start Menu:
   fix: "compact and repair" commands did not function properly under Vista
Release 09.1 fixed an error that had caused the Confirm button on the bulk receipt entry form to be disabled. 

Version 5.1.08 changes - Apr 2008:
when upgrading from earlier releases of V. 5.1: requires data file updating with update utility 

Contacts Menu:
   fix: print error when printing Vendor purchases stats 
   change: click on any tab at the top and scroll through the contacts using arrow buttons without losing your place.
P/O: 
   new: when you change P/O date, ETA date will change accordingly (Setup p.4 - #19)
   added: when receiving inventory [stock] items, the count date of the product should be older 
               than the purchase receive date. The count date is now shown.
   improved: after receiving or un-receiving a line, the inventory [stock] at right is updated immediately.
Quote:
   new: when you change Quote date, validity date will change accordingly, if you use this (Setup p.4 - #17) 
Invoice:
   new: when you change Invoice date, due date will change accordingly, if you use this (Setup p.4 - #12) 
Sales Reports:
   New: Total Sales Comparison Report (this year v. last year), by month and by quarter. 
Job Reports:
   fix: error when no customer was selected on first three report options.
   improved: Job Costing Report had been changed to reflect unbilled hours and services. 
                    unbilled time can be valued using staff cost (set on Scheduler menu - Time slots button)
   New Unbilled Items report - shows timesheet entries not yet billed)
   New Idle Time Report - summarizes gaps in peoples' schedules (non-productive or not recorded activity)
Time Billing:
   new: timesheet entry form. Includes pre-selected defaults to speed up entry. 
            Used for timesheet bulk entries and avoids jumping from one job to another 
Quotation Reports:
   fix: error in date range boxes and first two reports
Statements:
   added: due date, if that is used (Setup p.4 - #11). Overdue payments are showing a red date.
Calendar:
   new: clicking on a blank date box will now remove a date, just as a click on a numbered box will set that date.
EU Address Format:
   fix: in some cases postal code was shown after city (Tip: do not set country on addresses in your own country)
Kits: 
   fix: failure to update stock/inventory values when creating a kit
Product Code (Quote, Invoice, Contracts):
   changed: after this was added in release 06, the dropdown did not allow typing a new code. Now possible.
Envelopes: 
   added: print envelopes from Contacts, P/O, Quote, Invoice and Auto-Inv. Accepts DL or #10 envelopes
Print Invoice error: 
   fix: error that occurred when printing an invoice after previously viewing/printing a receipt

Version 5.1.07 changes - Mar 2008:

Inventory [Stock]: 
   New: button to copy details from another product (to speed up entry of similar items)
Receipt:
   New: added client check number, if you record this and client paid by check
   client cheque numbers can now also be recorded by NZ users
   fix file copy error
Reports - Accounting - Banking: 
   Added client check numbers to Daily Banking List 
Accounting:
   Split View error has been fixed (shows all splits for easy location and editing)
   fix: error when changing Creditor manually
   Pop-up entry: new - now includes a 'remove' button on Creditor and Check number pop-ups 
   (allows deleting a creditor or check number, if entered in error using pop-ups.
Diagnostic (Setup page):
   added progress prompt (to know if something has been sent)
Setup page 6:
   fix: conditions for P/O and P/O opening failed because of a bug
Startup error #94 fixed (occurred when changing data set)

Version 5.1.06 changes - Feb 2008:

Main Menu:
   Display Help button on registered copies (instead of Order button)
Contacts Menu:
   Fix (not working): Sales Person filter for blank entries (filter form by contacts not assigned to a sales person)
   Auto Job Numbering from "Write" - sequence error fixed
Purchase Orders: 
   Template button added - allows making new P/O as exact copy of an existing one to same vendor. 
      Edit the copy if required.
   added Product ID dropdown - filtered to show only products assigned to P/O's vendor.
Time Billing:
   Auto Job Numbering - sequence error fixed
Stock [Inventory]:
   edit button next to supplier [vendor] - eliminate a couple of clicks to start new vendor
   fix: Print List report (parameter error)
ToDo Diary: 
   fix entry restriction (did not support multiple persons' entries on a single day)
   change: appointment notice on startup now supports multiple persons' tasks
Accounting entries: 
   streamline entry by pop-up selectors - add transaction date prompt; 
   remove cheques [checks] pop-up when not needed; 
   jump to amount after Detail pop-up selection.
   fix: failure to create split entry where date was not today's date.
Bank accounts: 
   fix: setting opening balance in main window when starting new account
Template function: 
   fix: problem with creating new quote/invoice when auto-numbering is turned off.
Quote, Invoice, Contract:
   added Product ID dropdown (instead of typing an item code, select from dropdown), 
      also shows available quantities for monitored items
Our Ref fields on Quote, Invoice, Contract:
   added double-click to set value as per Setup p.3
Taxes buttons:
   change: when you click Apply or Edit, it will now override existing settings and Tax will be applied... 
   even if customer is set non-taxable, or one or more products are normally not taxed or at different rates.
Calendar:
   fix: some instances where calendar caused an error (mainly with displays showing a date on a subform)
Documents:
   Receipt - hide 'Due Date' (where used) when invoice has been paid in full
   Shipping Label - reduce font size from 16pt to 14pt
   Page counter on many documents: fixed 0 page error (on multi-page documents).

Version 5.1.05 changes - Feb 2008:

Minor bug fix to correct some anomalies, like some of the report writer screens producing errors, automatic transaction causing double-up when extending, missing zip code in address of purchase order, and fixing a bug on the To Do Page, which prevented saving some messages; some cosmetic changes to a few of the input forms.
Sample data have had some product pictures added (check the CDs) and dates have been updated. 

Version 5.1.04 changes - Jan 2008:

New feature:
US County Tax option. This enables users in the United States to automatically set taxes based on the client's county or other tax authority. It also provides reports on taxes collected or taxes charged, by county. This feature is available for a small extra charge but cannot presently be tested in the trial version. It is explained in detail here.

Bugfixes:
as with all major new releases a few bugs are probably inevitable despite extensive testing, but we think most of these have now been found and fixed. Among those were Job numbering, adding new inventory, auto-numbering of invoices if 6 digits or more and other minor issues.
5.1.04.1 - fix for document numbering issue (when turned off it would not turn back on); on P/O product update screen added missing function to auto-calculate prices; 
added: new product entry from purchase order (on the fly). As on invoice and quote, type a new product with code and after a prompt will allow saving that product.

Version 5.1.03 - Jan 6, 2008:

Introduction of new invoiceit!5 (earlier versions were beta test and pre-release). Compared with invoiceit!4, which will be retained, the new program offers many new features. Here is a list of some of what's new in release 5:
Overall
new GUI with fresh color scheme and graphics
Vista-ready
new html help file
greatly expanded SpeedHelp
Contacts
expanded Contacts manager - clients, vendors, prospects all in one
Raise invoices and other documents directly from contacts manager
Phone dialler
Customer credit control
Customer-related invoices references (customize Our Ref)
Stock/Inventory
supports Product Location (warehouses, shelves, etc)
Price Breaks (price per qty sold)
Product notepad
Services
Notepad
allow bulk price changes
Purchase Orders (NEW)
supports warehouse or drop shipment;
ETA, use for follow-up;
internal notes;
line sorting;
additional comment line (P/O opener);
optional auto numbering
receive purchases and update prices
Quotes
optional auto numbering
optional validity date
optional listing of non-coded items
line sorting;
internal notes;
profit viewer
Invoices
optional auto numbering
optional due dates
optional charging of non-coded items (plain text billing)
line sorting;
internal notes;
profit viewer
optional invoice locking
Auto invoicing
optional auto numbering
auto invoices manager
auto-extend (supports perpetual contracts)
optional charging of non-coded items (plain text billing)
line sorting;
internal notes;
profit viewer
Time Billing (NEW)
job activity timer
subcontractor charging
linked to Scheduler (schedule appointments and charge)
consolidated charge option (multiple activity shown as single charge)
Job Notepad
Job Costing
Scheduler (previously Diary)
customise time slots for each person/day
quick navigator to time slot
To Do List by person
Accounting
optional pop-up data entry (memorizes previous entries for ledgers/creditors and more)
receipt entry for multiple invoices/multiple customers - consolidate into single banking deposit
auto-entry manager
split entry manager
Marketing
allow attachment for e-mail marketing
Reports
quick setting of default printer
GST returns for Australia/New Zealand
P/Os due reports
Job costing report
List Report Writer - allows creating and saving your own list reports
Setup
improved diagnostics with error log (Ctrl+E)
new document label editor (page 3)
PDF support for e-mailing documents as attachment
and much more

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