New Features in Version 21.1 (October 2021)

Accounts Payable

•When importing AP Invoices, the Equipment Meter Reading value can now be included.

•When reconciling an Accounts Payable Invoice to a Purchase Order, the text line items from the Purchase Order now are included in the reconciliation window.

•Printed Lien Release documents can now include a Notary section.

•The Quantity field in AP Invoice line items can now hold three digits past the decimal.

•he 1099-NEC form now prints three to a page.

Accounts Receivable

•Each customer can have a different Return Address printed on their invoices.

•When a Trade Invoice is created from a Contractor Draw, the invoice now includes Text Line Items from the draw as well.

•When a Trade Invoice is created from a Contractor Draw, the printed trade invoice can now have detail columns for Contract Amount (Scheduled Value), Current Percent Billed, Prior Percent Billed, and Total Percent Billed. This is an optional setting, set by the user in Setup > Accounting Options > Accounts Receivable.

•A new tab has been added to the Customer Entry History tab that shows all the items this customer has purchased.

•You can now include a Job Setup Note on the printed Progress Billing form.

•A new View button has been added to the Email Statements window. This button will allow you to preview the Statement PDF for the highlighted customer.

•When entering an AR Invoice, the system now checks for a duplicate invoice number when Printing the invoice as well as when Saving the invoice.

•Printed Lien Release documents can now include a Notary section.

•On the AR Tax Summary report, the user can now choose to exclude taxes on Progress Billings.

•During invoice entry, the system can now warn if the customer's Non-Tax Permit has expired.

Cash Register

•The Cash Register Processing screen now automatically tags the highlighted register when no registers are tagged and the Post or Proof List button is pressed.

•When creating an AR Invoice from the Cash Register totalling screen, the Date and Invoice Number from the cash register sale are now included in the AR Invoice Line items in the Date and Ticket Number fields.

•When typing in a customer number in cash register, if you type the number or a name fragment from an INACTIVE customer, the system will NOT select the customer.

•Added a "Taxable" flag to taxable line items listed on Cash Register Receipt, Cash Register Proof Listing, and Cash Register History Report.

•Added a Purchase Order Number field to the Cash Register entry window.

•Added a "Taxable" button to the Cash Register entry window. When this button is pressed, all the line items on the sale are either marked Taxable or Nontaxable.

•Added the ability to print a Proof Listing for suspended cash register sales.

•When a customer is selected in Cash Register, the system now pops up approprioate customer notes.

•When picking an item in the multi-item select window in Cash Register, the system now always shows the area and location you are picking from, even if items only reside in one location.

General Ledger

•The Transaction Report and Detail By Account Report can now be filtered by the user who posted the transaction.

•When entering a Multi-Company Financial Statement, you can now duplicate an existing Multi-Company statement.

Inventory

•Notes entered in the Item Price File entry window can now pop up as reminders when entering Price Quotes and Sales Orders.

•A new column for Quantity Available (Quantity On Hand - Quantity Committed) has been added to the Inventory Stock Status, Item Reorder and Item Master Listing Reports.

•In the Inventory History report limit window, filters have been added for Customers and Vendors. Also a "List" type filter has been added for Item IDs. Also the report can now include Cash Register Sales and Committed Quantities.

•The In Stock tab of Item Price File Entry now has additional columns showing the Committed Quantity and the Quantity Available.

Job Costing

•The Job Listing report can now be sorted by Customer ID or Customer Name.

•Add these fields to the Job Import function: Plan Number, Project Manager, Superintendent, Subdivision, Lot, Square Footage 1, Square Footage 2, Square Footage 3

•A new "Tax Exempt" flag is available in Job Setup.

Payroll

•Once an employee has been selected on the Timesheet Entry window, the employee name will appear as a hyperlink. When the link is clicked, pertinent employee information is displayed including Vacation/Sick hours available.

•The Certified Report preview now includes both the Certification Report and the Statement of Compliance.

•The user can now fill out Preparer information in the 941 setup window so it will print on the form.

•The Certification Report can now export a spreadsheet for use with LCPtracker.

•When importing timesheets, the import file can now contain the employee name. The program will search for a matching employee name.

•When printing the PR Quarter End Reports, the user can now opt to export an upload file containing information for the California DE-7.

DataView

•Added a new Cash Register view to the DataView engine.

•Added Committed Quantity field to the DataView Item Listing

•Added the Item Category field to the AR Invoice Detail Listing.

•Added Plan Number, Subdivision and Lot fields to the Job Listing, Job Summary, and Job Analysis reports.

•Added Paid to Date field to the Job Summary Listing.

Setup

•The Outgoing Email settings are no longer global, but can be different per user.

Utilities

•A User Limit and Date Range Limit have been added to the Utilities > View Activity Log window.

•In the Utilities > Purge History window, a new capability has been added for Manual purging. The user can tag multiple transactions and purge many transactions at once.