New Checkbook and Credit Card Reconciliation window.
Row background color can be changed on reports in Company, Advanced settings and is set to light gray by default.
New look! The Company Information window has been updated.
The Passwords tab in the Company Information window has been changed to “Security.”
Fixes/Updates
Fixed: Sales Tax code title was not changing properly on documents.
Fixed: Check numbering issue when rejecting a check run.
Fixed: When starting multiple copies of DM quickly, a ghost title screen window would be displayed.
Fixed: Importing a time billing spreadsheet can cause a Duplicate Key Error 3022.
Fixed: Sorting and Searching by Location was not working on the New Invoice window.
Fixed: The Modern document was not using a full 8 x 1.5 logo size; instead it scaled it down.
Fixed: Show grids with dark grid-lines and borders if the old office 2010 toolbar theme is selected.
Fixed: The additional deposit requested verbiage at the bottom of the Modern Proposal format was cut off.
Fixed: Show Deposit formats for Residential and Commercial Proposals were not showing the Designer signature lines when not suppressed.
Fixed: When processing a vendor return and credit with the credit card reconciliation open, a new entry would not appear until window is closed and reopened.
Fixed: The override function to change the quantity during a client return was not recalculating.
New Look! We have added a fresh, modern look to tabs and grids throughout the software.
A new company option has been added to allow the user to repeat the Location and Group headers at the beginning of each new page of your Proposal & Invoice documents.
Items tagged will now remain highlighted in green when creating or editing documents. For example, on the Proposal, Purchase Order, and Client Invoice windows.
A new undo void function/button was added for un-voiding a check that was previously voided.
You can now sort by the columns on the checking and credit card reconciliation windows.
The Expected Ship Report has received new “Sort By” options for Ship To and Location. The report will also now page break by Project and it will no longer show components that have been fully received.
Fixes/Updates
Fixed: When adding an Item from Inventory, the Use Project Pricing calculation is not working properly when in discount mode.
Fixed: When adding deposits for multiple PO’s, Inventory PO’s do not drop from the list after a deposit is created for the PO.
Added the Item Group as a column to the Spec Search grid.
Fixed: Paid Stamp does not appear on Invoices if the deposit applied pays the invoice in full.
Updated the Cash Receipts Window to be sizable.
Fixed: Transfer of an Item to Inventory with Freight records the Inventory transaction for Freight posting into the wrong fiscal month.
Updated the Manufacturer field on the Catalog Item Spec tab to be a Vendor code like on the Item Window.
Fixed: Billable vs Non-billable Hours Report fails when a date range of more than a year is entered.
The Client Returns and Credits Window has been completely redesigned for ease of use.
The Invoice Listing with Item Detail report now includes an option to show total payments.
Warnings have been added when entering a cash receipt as a deposit against a proposal with items that have already been invoiced.
The Delivery/Shipping report has received two new options to show Items that are: Delivered (have a Delivery Date, regardless of other dates) and Delivered and Shipped (have a Delivery Date and a Shipped Quantity).
A Delivered Date range has been added to the Specification Search.
The Chart of Accounts report now has an option to exclude closed accounts.
Inventory Search – now search the entire Stock Item Description for a specific word. When you sort the Inventory Stock Item Glossary by the Description column, you can search the entire Description of all Stock Items for a specific word by typing an * and then the word you are looking for.
Easier ways to change the Color-coded Status of a Proposal have been added.
New columns were added for Invoiced, Deposit Applied/Refunded, and Deposit Available on the Proposal and Documents window.
Added a new password attribute under Purchase Order for the Component – Window Order Status Tab.
Fixes/Updates
Formatting changes on the PO Receive/Status Window to fix user defined dates, show unit of measure in quantity field and move description and quantity fields.
Formatting changes to Modern Delivery Ticket header and footer to match other Modern style documents.
Formatting changes to font of instructions/comments on Modern Project Purchase Order.
Improved speed of editing a Delivery Ticket with more than 500 items.
Fixed editing of A/P payment type descriptions in Company Settings.
Fixed a problem with the back ordered quantity not saving to the Purchase Order Received/Status Window.
Tagging on New Client Invoice Window fixed for tagging Groups, Partially Invoiced Items, and Time Entry Dates.
Delivery/Shipping Report fixed to show items that are on a Delivery Ticket even if they are not on a Purchase Order.
Deactivated the Update button on the Client Invoices- Existing Window for Point of Sale Invoices.
When right-clicking on any grid and exporting to Excel, columns with numeric or currency figures would export as zero even though there was a value in the column.
The Open PO/WO and PO/WO Listing reports were formatted to have enough room to handle POs up to 999,999.99 dollars in the various amount columns; however, it would cut off if the amount was over that amount. It has now been formatted to handle 9,999,999.99 which is as much as room as the report will allow.
Added Unit and Ext. Item Budget fields to Item Window.
New Budget Report to breakdown Project Budget by Location and Items.
The proposal number was added to the Client Invoice Posting List (Performa) Report.
Added proposal numbers to client statements.
Two technical support functions were added to the Toolbar under the File Tab; A Remote Access (logmein123.com) button and a button that links to a website page that can be used to submit a technical support incident.
Fixes/Updates
Suppressed the company information footer on the Modern document style when the use letterhead setting is selected.
Problems were fixed with copying and pasting of groups of items and items within groups (if groups are turned on for specifications).
Fixed the Print Deposit Slip Window breaking out the receipt total for Cash entries (deposit slip printed correctly already).
Time import from excel spreadsheet, calendar or time tracking app.
Time sheet template.
Company Advanced options have been added for Time entries, including the ability to automatically create monthly time items to attach your time entries to.
New report ranges were added to the Material Reference Report to narrow your results for: Location, Template Number, Plan Number, Manufacturer, and Source.
Added Inventory Tear Sheets.
Capture Item pictures through your mobile device.
Improved Search Windows.
Added Client Sales History Report.
Importing and Exporting with xls and xlsx file types in addition to csv.
Fixes/Updates
Website not appearing on modern format of invoice.
Billable vs non-billable hours report – leap year issue.
Fixed Credit Card column on Credit Card Purchases Report.
Modern WO not showing Item picture.
Vendor email can be 255 characters but PO email address only has max length of 50.
