New Features in Version 5.0 (April 2005)

DataViewT/FormMaker was enhanced so that:

•DataView may now print "Subtotals Only" reports

•An Invoice Listing may now include the Terms Description from the Vendor File. This is in connection with Posted Invoice Analysis reports.

•A new “Customer Ship To Address” report may now be printed.

Accounts Receivable was enhanced so that:

•Customers my now be put on “Credit Hold” by checking a box in the Customer File.

•Inventory can now be relieved through A/R Trade Invoice Entry at a “zero” price. This means that although no revenue is recorded, JobView will still calculate the Cost of Goods Sold, relieve inventory, and make the appropriate transactions to the General Ledger during Invoice Posting.

•When A/R Invoices are being imported, fields are available for "Relieve Inventory," “Location,” “Area,” “G/ L A ccount Number,” “Text Item,” flag and new “Text.”

•All Accounts Receivable Statements now have “subtotals” for all columns.

•When printing a Customer Listing, the items to be included can be customized, selecting or not selecting different data fields.

Accounts Payable was enhanced so that:

•When printing 1099 Forms, additional adjustments may be made to where the first print line starts, accommodating the requirements of a broad range of printers.

•The Subcontract Status Report now includes all vendor insurance expiration dates.

•During Accounts Payable Invoice Entry, you may now set a “flag” requesting that a separate check be printed for this invoice.

•During A/P Check Voiding, JobView can distinguish between invoices paid with the same "check number" (e.g. "Wire" or "Credit Card") to different vendors on the same day. This means that only the specific invoices paid to a specific vendor will be reversed.

Job Costing was enhanced so that:

•When duplicating a job, JobView now allows for duplication of "Fringe Tables Specific to This Job." These are the fringe benefit tables that are entered in the Pr eva iling Wage Rate table.

•When importing a Budget, the Cost per Unit can also be imported.

Payroll was enhanced so that:

•During Payroll Posting, Accounts Payable Invoices may be automatically created for accrued items such as withheld payroll taxes, insurance, fringe benefits, dues, etc. This new feature was the contest winner from our most recent User Conference.

•Timesheet Proof Listings now allow a total of all hours worked for each employee to be printed.

•All employer-paid fringe benefits are now tracked in the Standard Deduction “Quarter-to Date” and “Year-to Date” fields.

•A new Purge function allows Union Transaction Detail to be purged through Utilities>Purge History Menu.

•Local Wages for the Prior Year may now be edited in the Employee Record Entry screen.

•The Direct Deposit function has additional flexibility to accommodate differing needs of various participating banks. (This is known as the ACH Text File.)

•The official Federal Form 879, “Statement of Compliance” can now be printed as part of the Certified Payroll report.

•A new Utility allows transaction history to be totaled (recalculated) and entered directly into the Employee Record.

•Form 941 complies with the totally updated 2005 IRS format. The Form 941 is automatically generated by JobView, but numbers may be edited if necessary.

Inventory was enhanced so that:

•The “Item Description” was added to the Inventory Pick Ticket form.

General Ledger was enhanced so that:

•It has a totally new function called Projections/Modeling. This new function allows users to do “what if” modeling, creating scenarios of the company's future and seeing what the consequences are. This function generates Cash Flow reports 36 months into the future, indicating the effects on cash balances. In addition, a complete monthly P&L is created for each month. Finally, a forecasted Balance Sheet is generated for the following 12 months, 24 months, and 36 months.

•A G/L Account may now be “flagged” as a Distribution Account. This means that any amount posted to that account will automatically be distributed to a user-defined group of sub-accounts at user-defined percentages.

•When using a Departmentalized Chart of Accounts and posting costs to Jobs with Additional Burden, the Additional Burden contra transaction is now broken out to the appropriate departmental accounts.

•The G/L Account setup now stores the "next check number" for each cash account. This means JobView can keep track of the next check number available on Multiple A/P and P/R checking accounts.

•In Fixed Asset management, you can now specify when a piece of equipment was sold, and at what price. This will stop the system from creating automatic depreciation transactions for any months after the sale date.

•A new Fixed Asset Summary Report may be generated.

•A new “consolidation” report may be generated where the chart of accounts is “departmentalized.” This new report includes each department and the consolidation on the same page. Previously, each department could only be printed on separate pages, with the final page having the consolidation.

•A new Financial Statement may be printed with Period-to-Date, Year-to-Date, and Percentages, for this year and last year, side by side.