| # | Date | Update # | Version | Type | Description |
| 1 | 2009-10-28 | 1175282219 | | [new] | SECURITY OPTION TO DISABLE COPY FUNCTION |
| 2 | 2009-10-28 | 1175282220 | | [new] | SECURITY OPTION TO CONTROL CREATION OF CREDIT INVOICES |
| 3 | 2009-10-01 | 1175282223 | | [new] | INSTOCK DISPLAY HAS NEW COLUMN VALUE OF `OUTSTANDING CUSTOMER ORDERS` |
| 4 | 2009-09-09 | 1175282229 | | [new] | ANNUAL STATS REPORTS CAN NOW BE RUN BY 12 MONTHS CALENDAR OR FISCAL DATE RANGES |
| 5 | 2009-09-09 | 1175282230 | | [new] | WEEKLY SALES EXPORT COLUMN TITLES NOW IDENTIFIED BY WEEK ENDING DATE |
| 6 | 2009-08-31 | 1175282231 | | [new] | SECURITY SYSTEM RESTRUCTURED TO ALLOW ACCESS TO FUNCTIONS BASED ON THE MODULE THEY RESIDE IN AS OPPOSED TO WHERE THE SECURITY IS CONFIGURED. |
| 7 | 2009-08-28 | 1175282232 | | [new] | WAREHOUSE RECEIVER SELECTION LIST ADDED TO PO RECEIVING AND STOCK ADJUSTMENT ROUTINES |
| 8 | 2009-08-28 | 1175282233 | | [new] | BATCH TOTAL INPUT FIELD ADDED TO AR PAYMENT SCREEN TO ASSIST WITH DEPOSIT RECONCILIATION, THE SYSTEM WILL AUTOMATICALLY ADD THE SAVED PAYMENT VALUE |
| 9 | 2009-07-20 | 1175282235 | | [new] | BANK RECONCILIATION, THE SYSTEM WILL NOW AUTOMATICALLY REFRESH THE CONTENTS TO INCLUDE ANY CHANGES WHEN LOADED TO BE MODIFIED. |
| 10 | 2009-07-16 | 1175282236 | | [new] | OPTION TO RE-OPEN A CLOSED BANK RECONCILIATION, REOPEN WILL RESET ALL DEPOSITS & WITHDRAWALS FOR THE SELECTED BANK REC |
| 11 | 2009-07-16 | 1175282237 | | [new] | GL FINANCIAL STATEMENTS HAVE AN OPTION AVAILABLE TO CONSOLIDATED MULTIPLE COMPANIES BASED ON A CONTROL COMPANY |
| 12 | 2009-07-13 | 1175282239 | | [new] | OPTION TO MODIFY/DELETE STOCK MOVEMENT RECEIVING |
| 13 | 2009-07-10 | 1175282240 | | [new] | SALES ORDER SETUP OPTION TO INCLUDE ONORDER VALUE IN CREDIT LIMIT TESTING |
| 14 | 2009-06-12 | 1175282243 | | [new] | YOU COULD ENTER 100-120 THIS HAS NOW BEEN CHANGED TO 100--120 A `--` (DOUBLE HYPHEN) IS NOW REQUIRED.BUTTON TO QUERY JOURNAL ENTRY AND MODIFY IT WHILE BROWSING ORIGINAL TRANSACTIONS |
| 15 | 2009-06-03 | 1175282245 | | [new] | SWITCH ADDED TO SUMMARY AGING REPORTS TO SHOW/HIDE PHONE # INFO |
| 16 | 2009-06-03 | 1175282246 | | [new] | WHEN SYSTEM CONFIGURED TO WORK WITH PRICING LEVELS, A RECALCULATE BUTTON ADDED WHILE MODIFYING PRODUCTS |
| 17 | 2009-05-22 | 1175282247 | | [new] | AP CREDIT CARD DISBURSEMENTS FUNCTION TO DISTRIBUTE CREDITCARD STATEMENT TRANSACTIONS |
| 18 | 2009-04-20 | 1175282252 | | [new] | OPTION ADDED TO SYSTEM WAREHOUSE LOCATIONS TO ASSIGN PRODUCTS TO A LOCATION |
| 19 | 2009-04-20 | 1175282253 | | [new] | CASH RECEIPTS OPTION TO ADD INTEREST/CLEAR OFF/ |
| 20 | 2009-04-02 | 1175282254 | | [new] | PRINT OPTION FOR AR ADJUSTMENT TRANSACTIONS (DEBIT/CREDIT MEMOs) |
| 21 | 2009-04-02 | 1175282255 | | [new] | KEEP B/O OPTION ADDED TO VENDOR FILE FOR CONTROLLING STOCK RECEPTION |
| 22 | 2009-04-02 | 1175282256 | | [new] | PRINT OPTION ADDED TO P/O REPLENISHMENT SCREEN AFTER ORDERS CREATED |
| 23 | 2009-04-02 | 1175282257 | | [new] | ACCESS TO P/O TRANSACTION COST FROM ORDER DETAILS DISPLAY |
| 24 | 2009-03-05 | 1175282259 | | [new] | AR LEDGER CARD HAS NEW OPTION TO SHOW PAYMENT DETAILS, THE DEFAULT FOR THIS OPTION CAN BE SET VIA SYSTEM SETUP -> RECEIVABLES |
| 25 | 2009-02-23 | 1175282260 | | [new] | A CHECK BOX HAS BEEN ADDED TO THE SO/PO/IN TRANSACTIONS TO ALLOW MULTIPLE SELECTION LIST FOR PRINTING,EDI,CHANGE STATUS |
| 26 | 2009-02-23 | 1175282261 | | [new] | A TAX INVOICE CAN BE CREATED BY USING ITEM CODES THAT MATCH THE TAX CODES |
| 27 | 2009-01-29 | 1175282263 | | [new] | NEW OPTION ADDED TO JOURNAL ENTRY QUERY and SUB-LEDGER QUERY TO SHOW ENTRY MWITH ERRORS SUCH AS BAD ACCOUNT # or OUT OF BALANCE |
| 28 | 2008-12-19 | 1175282264 | | [new] | OPTION TO SHOW CALENDAR ALERTS TO ALL USERS INSTEAD OF THE CREATOR |
| 29 | 2008-12-11 | 1175282266 | | [new] | EXISTING CUSTOMER NOTES APPEAR AS A NEW TAB IN THE CUSTOMER SCREEN |
| 30 | 2008-12-11 | 1175282267 | | [new] | CUSTOMER LEDGER CARD SHOWS PAYMENT DATE AND # OF DAYS ON SCREEN WITH PAYMENT VALUE |
| 31 | 2008-12-11 | 1175282268 | | [new] | BUTTON TO CLEAR ENTIRE ORDER ALLOCATION FROM THE ALLOCATION SCREEN |
| 32 | 2008-11-26 | 1175282269 | | [new] | REPORTING a side window has been added to allow users to paste pre-defined reporting criteria and have the system assign the values |
| 33 | 2008-11-26 | 1175282270 | | [new] | GL LEDGER LISTING report includes a TOTAL column to show the sum of DEBIT+CREDIT as a single value |
| 34 | 2008-11-26 | 1175282271 | | [new] | DUTY & FREIGHT applied to costing at the product level instead of global |
| 35 | 2008-11-21 | 1175282273 | | [new] | NOTES block added to INVOICE/SALES ORDER/PURCHASE ORDER data entry |
| 36 | 2008-11-04 | 1175282276 | | [new] | block tax accounts as control accounts for AR/AP transactions with taxes. |
| 37 | 2008-10-29 | 1175282277 | | [new] | STATEMENTS, when no currency is chosen, the system will print statements for all currency balance that exist for a customer account |
| 38 | 2008-10-06 | 1175282281 | | [new] | SCREEN FONT SIZE AUTOMATICALLY adjust to user screen resolution if set to 1024x768 or higher |
| 39 | 2008-09-28 | 1175282283 | | [new] | CHECK CONTROL # ADDED TO THE BANK REC. CHECK LISTING |
| 40 | 2008-09-28 | 1175282285 | | [new] | ADD MARKUP / MARGIN VALUES TO NET PRICE RECALCULATION |
| 41 | 2008-09-28 | 1175282286 | | [new] | ASSIGN CALENDAR TASK FROM SO/PO/INVOICE transactions |
| 42 | 2008-09-28 | 1175282287 | | [new] | PUSH PIN feature to keep search results popup screen after mouse moved |
| 43 | 2008-09-03 | 1175282288 | | [new] | PRINT journal entries details directly from the search results |
| 44 | 2008-09-03 | 1175282289 | | [new] | increase PONUMBER field size for AP invoices. |
| 45 | 2008-07-07 | 1175282292 | | [new] | IMPORT option for PO/SO transaction to use a comma delimited list of items,quantity to be added to the transaction |
| 46 | 2008-05-28 | 1175282297 | | [new] | Default FOB defined in SYSTEM/SYSTEM SETUP/COMPANY PROFILE/Default Settings. |
| 47 | 2008-05-08 | 1175282299 | | [new] | Ability to choose the year to close for GL PROVISIONAL CLOSING |
| 48 | 2008-04-13 | 1175282301 | | [new] | SYSTEM OPTION TO DO AUTOMATIC MASTER FILE LOOKUPS AS CHARACTERS ARE TYPED. |
| 49 | 2008-04-13 | 1175282302 | | [new] | REMOVE RESTRICTION FOR CURRENCY DURING PO DATA ENTRY. |
| 50 | 2008-03-19 | 1175282303 | | [new] | SPECIAL PRICING option to revise prices based on a criteria |
| 51 | 2008-03-19 | 1175282304 | | [new] | GL reporting period select list shows the fiscal month name |
| 52 | 2008-03-19 | 1175282305 | | [new] | to force a "PAGE BREAK" for transaction IN/SO/PO printing, include a comment item called "PAGE_BREAK" |
| 53 | 2008-02-27 | 1175282307 | | [new] | CHANGE COMPANY/DATE/LANGUAGE appear as options on the menu left bar based on security. |
| 54 | 2008-02-21 | 1175282308 | | [new] | SALES ORDER search summary displays the word "NOTES" when notes are on the order. |
| 55 | 2008-02-05 | 1175282312 | | [new] | minumum margin value can be assigned to the item classification. |
| 56 | 2008-01-16 | 1175282314 | | [new] | add link to search option after creating of IN/SO/PO so it can be modified |
| 57 | 2007-11-23 | 1175282318 | | [new] | redirect PDF documents to linux CUPS printing system. |
| 58 | 2007-11-21 | 1175282319 | | [new] | Configure System to automatically generate Customer/Vendor/Product IDs |
| 59 | 2007-09-28 | 1175282321 | | [new] | AP BATCH option update routine added to add other outstanding invoices check box added to the modify invoice details to tag and delete a group of invoices. |
| 60 | 2007-08-15 | 1175282326 | | [new] | remove the original value restriction on modify sub-ledger to allow user to change the entry value |
| 61 | 2007-07-24 | 1175282327 | | [new] | Period value added to AP / INVOICING tax reports for grouping and totaling |
| 62 | 2007-07-11 | 1175282330 | | [new] | REVERSE AR RECEIPT with additional NSF charge value |
| 63 | 2007-07-10 | 1175282331 | | [new] | AR receipts during cash receipt creation option to list only a specific group of transactions (Invoices/Adjustments/Chargebacks...) |
| 64 | 2007-07-10 | 1175282332 | | [new] | AP checks during check creation option to list only a specific group of transactions (Invoices/Adjustments/Chargebacks...) |
| 65 | 2007-07-10 | 1175282333 | | [new] | Renumber AP checks |
| 66 | 2007-06-17 | 1175282336 | | [new] | Credit limit warning message |
| 67 | 2007-06-13 | 1175282337 | | [new] | GROSS PROFIT added to the financial income statement |
| 68 | 2007-06-13 | 1175282338 | | [new] | PRE-BOOKED sales order control added to the PRICE LIST ORDER routine to reload orders |
| 69 | 2007-06-06 | 1175282340 | | [new] | the close window icon for sales order/invoice/po screen will warn if a transaction has been started. |
| 70 | 2007-06-06 | 1175282341 | | [new] | sort by icon added to query screen to change the options, the sort order selections is only visible when the []save settings option has not been confirmed. |
| 71 | 2007-05-26 | 1175282345 | | [new] | REVERSE transaction function to generate credit invoices. |
| 72 | 2007-05-13 | 1175282349 | | [new] | DISPLAY ALL/RECONCILED/NOT RECONCILED option within BANK RECOCILIATION |
| 73 | 2007-04-19 | 1175282350 | | [new] | GL sub-ledger entries can be accessed from the module they were created in |
| 74 | 2007-04-10 | 1175282353 | | [new] | selection of LANGUAGE available in the TRANSACTION group of each menu |
| 75 | 2007-03-29 | 1175282354 | | [new] | CASH RECEIPT payment on account icon on new invoice creation results screen |
| 76 | 2007-03-29 | 1175282355 | | [new] | USER configuration option now allows to select which MODULES a user can access from the access control group available modules |
| 77 | 2007-03-13 | 1175282358 | | [new] | Fiscal year vs Calendar year option added to GL Management Summary |
| 78 | 2007-02-27 | 1175282363 | | [new] | function to send messages to other users. |
| 79 | 2007-02-27 | 1175282364 | | [new] | message to warn that recalculate not done on costing factor changes when save button clicked. |
| 80 | 2007-02-23 | 1175282365 | | [new] | AR Cash receipt detailed report option to sort by invoice # |
| 81 | 2007-02-16 | 1175282366 | | [new] | A/R PAYMENT ON ACCOUNT routine has a separate button for creating open credits |
| 82 | 2007-02-16 | 1175282367 | | [new] | text referencing QUERY changed to SEARCH |
| 83 | 2007-01-22 | 1175282371 | | [new] | Option to renumber CUSTOMER/VENDOR groups, routes, ship via & territory codes. |
| 84 | 2007-01-15 | 1175282372 | | [new] | GL now includes a currency indicator in the chart of accounts |
| 85 | 2007-01-15 | 1175282373 | | [new] | on financial stmts the currency can be used to convert accounts to a base currency valueEFT indicator on bank rec transactions |
| 86 | 2007-01-09 | 1175282374 | | [new] | item type Office Supplies not allowed on in/so |
| 87 | 2007-01-07 | 1175282375 | | [new] | Batch Invoices Standing Orders, |
| 88 | 2006-11-22 | 1175282377 | | [new] | SO feature to control ORDER PROCESSING STAGES configured vis system setup. |
| 89 | 2006-11-22 | 1175282378 | | [new] | Allows control of an order through to 10 processing stages from QUOTE to INVOICING and stages managed via a "change status" button on the order. Works in conjunction with the security system to restrict users ablility to change stages.SALES ORDER shipment tracking info can now be entered |
| 90 | 2006-11-08 | 1175282382 | | [new] | DOCUMENTS link added to allow users to create & assign documents to transactions |
| 91 | 2006-10-30 | 1175282383 | | [new] | and master accountsCalendar now scans every 3 mins for event to be alarmed and 2 mins for new entries |
| 92 | 2006-10-08 | 1175282385 | | [new] | extra GL posting entries to appearCredit Card Processing (must be setup with CC online processing provider) |
| 93 | 2006-10-01 | 1175282387 | | [new] | From the Customer/Vendor master query results a new selection to create transactions.FORMS feature added to upload template documents for forms |
| 94 | 2006-10-01 | 1175282388 | | [new] | GRAPHING |
| 95 | 2006-09-08 | 1175282391 | | [new] | headoffice account #Feature added to the "AR/AP write off" routine to prompt for a clear off value. |
| 96 | 2006-09-04 | 1175282392 | | [new] | This is used to create the offset transaction in the customer/vendor account when clearing bad debts. There is a Receivables setup option to activate the feature that limits the maximum value that can be cleared off. To use the feature you must first setup the Maximum value (a 0 value disables the feature) that can be cleared. System > Configuration > Setup > Receivables/Payables (get data) set a value greater that zero for the "Mazimum writeoff value" now when performing writeoffs Receivables/Payables > Transactions > Writeoff there is a input field called "clear off" to enter the write off value after you have selected the transactions to "write off"CALENDAR added to system for users |
| 97 | 2006-09-04 | 1175282393 | | [new] | FIXED ASSETS tracking added to GL module |
| 98 | 2006-09-04 | 1175282394 | | [new] | main menu will automatically display all sub-menu options when module selected. |
| 99 | 2006-08-03 | 1175282396 | | [new] | (when comparisons are used, the resulting INCOME value show is a cumulative of the income from each column).SELECT ALL option for BANK REC. deposits |
| 100 | 2006-07-01 | 1175282397 | | [new] | INVENTORY module (inventory processing split into a module) |
| 101 | 2006-06-28 | 1175282399 | | [new] | GST related transaction revision function added |