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invoiceit!Pro
Version History
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Version
5.1.09
changes - Aug 2008:
when upgrading from V. 5.1.07 or older: requires data file updating with update
utility |
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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:
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. |
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Version
5.1.08
changes - Apr 2008:
when upgrading from earlier releases of V.
5.1: requires data file updating with update
utility |
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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 |
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Version
5.1.07
changes - Mar 2008: |
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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) |
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Version
5.1.06
changes - Feb 2008: |
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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). |
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Version
5.1.05
changes - Feb 2008: |
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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. |
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Version
5.1.04
changes - Jan 2008: |
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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. |
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Version
5.1.03 -
Jan 6, 2008: |
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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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