New Features in Version 7.0 (December 2006)

DataViewT/FormMaker was enhanced so that:

•FormMaker reports now have a Mail Merge function.

•FormMaker now has a Text box that can contain long text comments, which can be added to a report.

Accounts Receivable was enhanced so that:

•In AR Batch Setup, a new billing type, T&M Billing, was added. Invoices created in this type of batch will default to the Trade Invoice type and JobView will display a warning if anyone attempts to save the invoice without supplying a Job ID.

•When creating a T&M Billing from the T&M Billing screen, the new invoice automatically includes a line item with the balance remaining to be billed.

•The T&M Billing screen now allows the display of jobs to be limited to those for a specific Project Manager.

•AR Auto Job Billing now allows for creating separate line items for costs and markups.

•When entering receipts, there is now a choice to write off any unpaid portion of Invoices. Also, there is a choice to handle over-paid invoices either by crediting the overpaid amount to the customer's account or by issuing a refund check (an instant check) to the customer.

Accounts Payable was enhanced so that:

•The AP Posted Invoice Analysis Report now has report limits which allow a report to be generated that shows how much a vendor has been paid as a co-payee.

•The AP Posted Invoice Analysis Report can now separate vendor invoices from subcontractor invoices.

•A Job Number column was added to the AP Payment Selection screen, so that payments may now be sorted by Job Number.

•When pressing the Select All Button in AP Payment Selection, more information is displayed when JobView asks whether a co-payee should be added.

•A new checkbox in the Vendor records can be used to force every invoice paid to this vendor to have a separate check.

•When viewing the A/P Tab in the Job Overview, Invoices are now sorted by Vendor Name.

•When printing an alignment check, JobView now asks whether or not to increase the number of the next available check for that cash account (in case the alignment check is printed on blank paper instead of a blank check).

Job Costing was enhanced so that:

•Field Reports now include the Project Manager & Superintendent names.

•The Job Cost Change Order screen now has options for sorting by Change Order ID, by Date, or by Status.

•On Job Cost Analysis Reports, the Change Order Status has been added to the Change Order detail line.

•It is now possible to duplicate Cost Codes on the current job (by adding or changing the Group Code).

Payroll was enhanced so that:

•A new Vacation and Sick Pay System now accrues hours or dollars on a user-defined basis.

•The Vacation Accrual now shows in the Employee Overview.

•A new report was added to the Posting Report which prints out the ACH Text File generated during paycheck posting.

•The Utilization Report can now be printed by employee.

•Pay rates may be replaced by Differential rates, totally replacing the employee regular, overtime and premium rate fields (Not just adding an amount or percentage per hour).

•When retrieving Commission Amounts in Payroll Timesheet entry, the Pay Status of the invoice now shows on screen.

•When printing an alignment check, JobView now asks whether or not to increase the number of the Next Available Check for that cash account (in case the alignment check is printed on blank paper instead of a blank check).

•Each Employee record now stores a default G L A ccount for timesheet entry.

•In the Union Report limit screens, the user can now select a Range of Unions or a List of Unions to include on the report.

•During timesheet entry, JobView can now check for any other hours entered for the current employee on the current date, helping avoid double or triple entering time for an employee.

Purchase Order was enhanced so that:

•POs may be sorted by Vendor Name and Job ID in the PO Entry Screen.

•The PO Listing report now shows AL L A P Invoices that have been reconciled against listed PO line items.

•The Contact Manager was enhanced so that:

•A new field shows the total number of Contacts in a highlighted group when viewing Groups.

General Ledger was enhanced so that:

•When creating AP or AR invoices from the General Ledger Loans screen, the Invoice Date now shows the date from the Payment Schedule, not today's date.

•The information in a Trial Balance listing may be exported

Utilities were enhanced so that:

•The screen in the Move Individual Transactions utility now has the ability to Sort and Search.

•Point of Sale (A totally new function, available as an add-on)

New Feature: Point of Sale

•This is a totally new add-on option, Point of Sale (the Cash Register Icon), has been added. This new function allows for selling items directly to the public, whether the customers are in the file or not. Of course, transactions entered in the Point of Sale module will relieve Inventory. This new function may be purchased separately. If you are interested in seeing the Point of Sale function, click on the Cash Register. This new function may be viewed and tested until the end of January for free. After that, it will only be available if purchased.