New Features in Version 11.0 (December 2010)

DataView was enhanced so that:

•Added a Ledger paper printing option (17" wide, 11" tall) for printing larger DataView reports. This suggestion came from the Tampa Users Conference.

•FormMaker has been upgraded to allow the creation of forms with vertical lines. In order to modify existing FormMaker reports, use the “Recover Preset Form” option and then redo any customized reports.

Overviews were enhanced so that:

•A new assortment of graphs are available in Job Cost reports.

•The main "Job Cost Overview" window has a new "Graph View" tab, which contains a graph showing the Budget, Cost, and Projected Cost of each job.

•When drilling down to the "Active Job Cost Overview" window for a specific job, the "Job Summary" tab includes a graph showing that job's Contract, Billings, Receipts, Budget, Costs, and Projected Cost.

•A second graph is available that shows the "Billing and Cost Timeline" for the job.

•The "Breakdown" tab, has a new graph showing the Budget, Cost and Projection figures for each cost type, or for each budgeted cost code.

•A "Change" button has been added to the Job Cost Overview window. Simply highlight a job in the list and click the Change button to jump to the Job Setup window for that job.

•When Multiple Financial Statement Formats are used, JobView remembers which format was last used in the "Financial Statement Overview" and displays information in that format the next time the window is opened. This suggestion came from the Tampa Users Conference.

Payroll was enhanced so that:

•JobView now keeps track of Quarter-to-Date and Year-to-Date Fringe Benefit amounts.

•When the information on the Expirations tab in Employee Entry is printed on the Employee Listing Report, the listing can now be set to to print only the ”expired” documents. This suggestion came from the Tampa Users Conference.

•All the information needed to fill out OSHA Form 301 (Injury and Illness Incident Report) is now available when adding an Employee History entry. This suggestion came from the Tampa Users Conference.

•OSHA Form 301 may be printed for any Injury or Illness history entry. This suggestion came from the Tampa Users Conference.

•OSHA Forms 300 (Log of Injuries and Illnesses) and 300A (Summary) may now be printed. This suggestion came from the Tampa Users Conference.

•A "Date Last Worked" column has been added to the EEO Utilization Report. This suggestion came from the Tampa Users Conference.

•A "Veteran" checkbox has been added to Employee Entry and to the EEO Utilization report. This suggestion came from the Tampa Users Conference.

•Social Security numbers for the employee’s dependents have been added to the Employee Listing report. This suggestion came from the Tampa Users Conference.

•The Certification Report now has the option to print the employee’s Date of Birth.

•In Handcheck Entry, when entering line item detail, the Pay Rate may now be edited, and when the Rate is changed, JobView recalculates the Amount of Pay.

•On the main Timesheet Batch window, a new Legend explains the letter codes in the “Flags” column. This suggestion came from the Tampa Users Conference.

•When entering Single Day Timesheets, JobView can remember the date from the prior entry. This option is turned on when editing the Timesheet Batch Default information. This suggestion came from the Tampa Users Conference.

Job Costing was enhanced so that:

•The Job Setup list box may now be sorted by Customer Name.

•When printing the Job Cost Detail by Employee, the report can now be set to print a new page for each employee.

•An "Overview" button has been added to the Job Setup window, allowing users to jump from Job Setup to the Job Cost Overview window for the current job.

•A new Job Cost report, the “Universal Job Report,” has been added. This is actually a compilation of multiple reports all having to do with the same job. For example, it is now possible to have JobView print a Comprehensive Summary, Complete Job Cost Analysis, Job Cost Detail Listing, and Short Form Bonding report for a selected job, all at the same time. These reports may be previewed as normal reports, or they can be compiled into a single PDF, which includes all the reports. This multiple-report function can come in handy when an all-inclusive set of reports is needed before closing a job (or any other time, for that matter). This suggestion came from the Tampa Users Conference.

•A new Job Cost Analysis Report format has been added which allows for printing of only the Budgeted Cost Codes on a job, without any Budget or Cost information.

Accounts Payable was enhanced so that:

•The Net Paid amount now displays in the Vendor Invoice History "All Invoices" list box. This suggestion came from the San Diego Users Conference.

•The Posted Invoice Analysis report can now be limited by Check Number. This suggestion came from the San Diego Users Conference.

•When searching for a Reference Number in Payment Selection, after that Reference Number is found, the cursor automatically returns to the Search field, ready for another search. This suggestion came from the Tampa Users Conference.

•The Description field for A/P Invoice Detail line items has been greatly expanded. This suggestion came from the Tampa Users Conference.

•When entering a Subcontract Invoice, if the Invoice Amount is changed and a Retention Percent has been entered, JobView immediately recalculates the Retention. This suggestion came from the Tampa Users Conference.

•There is a new option to print the Vendor's "Customer Account Number" (as entered on the Vendor Entry Miscellaneous tab) on the check face. This suggestion came from the Tampa Users Conference.

Accounts Receivable was enhanced so that:

•The Customer Statement now prints the customer's finance charge rate and terms at the bottom of the page.

•The button to Print Receipts on the Receipts Entry window now has the option of printing all Receipts in the Batch. This suggestion came from the Tampa Users Conference.

•When entering a Final Retention Billing, there is an option to specify a percentage of the total or remaining retention to be paid. JobView then automatically distributes the amount to the Invoices that have outstanding retention. This suggestion came from the Tampa Users Conference.

•When entering Accounts Receivable Detail text line items, there is an option to pick from a list of previously saved “Text”. This list can now be sorted manually, allowing the most-used ones to be placed at the top of the list. This suggestion came from the Tampa Users Conference.

Inventory was enhanced so that:

•When entering “Assemblies” in Inventory, a new Entry Window displays all related “bundle” items with their vendor pricing.

•A new button in “Assemblies” allows the printing of a Bill of Materials.

General Ledger was enhanced so that:

•When entring a Transaction, a new button allows the reversal of the sign (credit to debit or vice-versa) of the current line item. This suggestion came from the Tampa Users Conference.

•The Master Accounts printed on the Subsidiary Schedule report now include the Account Number.

•JobView now remembers the Over/Under Statement Line Items entered in Financial Statment Printing. If another Financial Statement Printing limit is created, these saved Over/Under settings are automatically retrieved. This suggestion came from the Tampa Users Conference.

General Enhancements:

•The Help File for the Data Dictionary is now accessible to all users. This suggestion came from the Tampa Users Conference.

•When making a backup, it is now possible to enter a description unique to that backup. This suggestion came from the Tampa Users Conference.

•The Email Server settings, located in Setup > Accounting Options > Miscellaneous, may now be edited, in addition to the prior option of only being edited when an email is sent.

•Favorite Reports may now be duplicated in the Favorite Reports screen too. This suggestion came from the Tampa Users Conference.

•JVNotify (the program that downloads updates from the internet) now allows for scheduled updating. The user can now specify hourly (default), daily or weekly, as well as set a specific time for updates to be downloaded.