May 7th, 2012· A minor import problem in Invoice Creator was fixed in v1.9.5.3/2.9.5.3. The following improvements apply to this new version and v1.9.5.2/2.9.5.2.
· Invoice Headers and Footers and Custom Header data are now exported and restored to the Invoice printing window.
· In Inventory Tracker you can now adjust the Quantity field by clicking the Add button above the Quantity field. You will be asked if you want to add a New Purchase or make a Quantity Adjustment. Adding a New Purchase checks for a different purchase price and enters some Notes about the purchase.
· Added a new option menu to Expense Tracker which has the choices Tax Deductible, Not Deductible, and Depreciate. A list of Expenses to be Depreciated is now added to the end of a Tax Form Report.
· Several other minor improvements.
March 29th, 2012This version has the following improvements:
· Improvements to the Expense report
· Improvements to the Tax Form Report in Expense Tracker.
· Improvements to the Other Income report
· Several other minor improvements.
March 5th, 2012· Improvements to adding Components to Assemblies in Inventory Tracker
· You can now add labor, charges and assemblies to Component Lists
· Improvements to adding Additional Assemblies to Inventory Tracker
· Added Remaining Components option to the Edit Assembly section in Inventory Tracker.
· You can now Edit the Qty or Description for a line in the Components field or click View Item to go to the Components record.
· Added Display only the Item Description in invoices? to Invoice Creator Prefs
· Go To Another Item list can now be sorted by Stock Number if they are not numbers
· Several other minor improvements.
February 7th, 2012· Added a Set Access Password button to Password Tracker in order to restrict access.
· Adding New Assemblies of Inventory Items has been improved. An Assembly is a collection of other Inventory Tracker items which you sell as a unit.
· You are now warned when Adding Quantity to Assemblies if any of the component items have less than zero inventory remaining.
· Assemblies can now be added to Invoices
· When Adding Quantity to Assemblies, the Purchase Date is used.
· You can now delete a Transferred on to Assembly line on an Inventory Item record and all the inventory transferred to the Assembly will be returned and the Assembly Quantity adjusted.
· Added a new Inventory Tracker report option for Only Items Not Sold
· Added Type to Second Sort in Inventory Tracker Report and added Type to each listing in report.
· Added an option to Move Totals to the Right in Invoice Creator's Invoice window.
· Several other minor improvements.
January 30th, 2012· Added a new Inventory Tracker report option for Only Items Not Sold
· Added Type to Second Sort in Inventory Tracker Report and added Type to each listing in report.
· Added an option to Move Totals to the Right in Invoice Creator's Invoice window.
· Several other minor improvements.
December 12th, 2011· Invoice headers are now exported, backed up, imported and restored properly.
· Improvements to Import and Export of Account information in Expense Tracker.
· Fixed a problem with the printing of some reports
· Several other minor improvements.
November 28th, 2011· Improvements to Invoice Printing
· Improvements to VAT Report window
· Improvements to Time Chooser
· Improvements to Version Tracker
· Improvements to Other Income Tracker Report
· Several other minor improvements.
November 16th, 2011· Improved Invoice Printing including clarified More Printing Options.
· New Address Format menu now changes to reflect the preference for each record
· in Contact Tracker. Minor problems with this new feature have been fixed.
· if there is no check number when you click Print in Expense Tracker you are
· now asked for one.
· The $/mi amount in the Travel Deduction section of Expense Tracker will now
· accept a different amount for each record.
· Added a Category menu to Task Tracker so you can easily create several
· different to do lists.
· Added new Find feature for Expense and Other Income Trackers. Instead of
· asking if you want to go to the first or last record and then asking for a parameter
· (Expense, Payee, Source, or Account), a list of records for the current
· parameter is displayed. You have the option of changing the parameter, going to
· any record in the list, or duplicating a record with the current date. Great for
· recurring expenses.
· Added Liquid preference for Gals or Liters or Litres to Prefs window.
· Improvements to Other Income Tracker Reports.
· Improvements to Task Tracker Reports.
· Minor problems with Deleting Sample Data fixed.
· Minor improvements to Backup and Restore.
· Several other minor improvements.
October 3rd, 2011· Added Address Format menu to Prefs and Contact Tracker. There are now more options for both the Zip Code and State or Province field labels. Addresses can now be formatted correctly in 12 different international formats. Applies to Mailing Lists, and Invoices in A&E Tracker and Invoice Creator.
· Added an A4 Paper Size option for European users to the More Print Options in the Invoice Printing screen. Choosing the International Version in the Format section of Prefs, will also set the printing preference to A4.
· Added two more Misc. fields to Contact Tracker for a total of four that you can use for any purpose.
· Added the World Time Map to Contact Tracker. Look for the Area Codes & WTM button above the Notes field.
· Several other minor improvements.
September 16th, 2011· Fixed a problem with exporting and importing new Expense Tracker Vehicle data.
· Fixed a problem with importing old Other Income Tracker records.
September 12th, 2011· Fixed a problem with wrong addresses being added to invoices.
August 5th, 2011· Improvement to the printing of Invoices
· Several other minor improvements.
July 19th, 2011· Fixed Add to Assembly feature in Inventory Tracker. Assemblies are now exported and imported properly and can be added to reports.
· Fixed a problem choosing a date in Inventory Tracker's Date, Qty & Price Sold field.
· All import and export scripts now are interrupted only by holding down the ctrl or command key.
· Account Register sliders now work in unison.
· Several other minor improvements.
June 30th, 2011· First Time Users who Click Here to Set Initial Preferences are now offered the choice of setting the Desktop Cover immediately.
· When you are changing a date - if the date field is not empty and you click a Choose button - the month, day and year for the date to be changed are displayed instead of the current date.
· Added Temperature and Area converters to the Universal Calculator
· Clicking Hide Prices in Invoice Creators Invoice window now suppresses totals if the totals are $0
· Several other minor improvements.
March 14th, 2011· Improved Contact Chooser feature.
March 7th, 2011· Added 1099-MISC Printing feature to Expense Tracker's Reports - this works similarly to the check printing feature.
· New Sort feature in Go To screen in Contact Tracker which now loads much quicker with large numbers of contact records.
· Fixed a problem with Main Menu buttons having the wrong label after restore.
· Several other minor improvements.
January 17th, 2011· Fixed a problem with changing Inventory Stock #s
· Added Create New record when choosing Favorite button to Special A&E Tracker Prefs. These new prefs are now backed up, exported and imported.
November 8th, 2010· Total Cost added to Inventory Report
· Fixed a very minor problem with Invoice Creator's export
· A few other minor improvements.
July 13th, 2010· New Inventory List report in Inventory Tracker lists just Stock #, amount in stock and descriptions.
· A few other minor improvements.
July 5th, 2010· New Inventory List report in Inventory Tracker lists just Stock #, amount in stock and descriptions.
· A few other minor improvements.
June 15th, 2009· The Total Time can now be entered in the format hrs:mins in A&E Tracker.
· Fixed a problem that prevented the Activities window from appearing when creating a new record in A&E Tracker.
· Added feature to Delete button in Invoice Creator which allows deleting products on Inventory Tracker records for that invoice and adding them back to the Remaining field.
February 12th, 2009· All Expense types are now included in Tax Form Report.
· Fixed a problem adjusting inventory by Gifted, Lost or Returned.
· Added export Emails only option to Export button in the Mailing List’s Contact Chooser window.
· Fixed a problem with adding inventory items costing less than $1.
February 5th, 2009· Fixed a problem sorting by Expenses in Expense Report.
· Changes to import script in Password Tracker.
· Fixed Invoice Creator problem with importing back orders.
January 16th, 2009General:
· Preference for currency types of $1,234.50 or $1.234,50 or 1.234,50$.
· Preference for the number of decimals (1,234, 1,234.50, 1,234.56, 1,234.567 or 1,234.5678).
· Copy to Email buttons now appear on almost every invoice or receipt.
Contact Tracker:
· Each record can be assigned a Contact Type (Client, Customer, Guest, Friend, Family, Vendor, Owner, Employee, Sales Rep, or Other).
· A TaxID# field appears for Owners and Employees, a Management Fee field appears for Owners, and an Employee # field appears for Employees.
· The Customer # field now only appears on Contacts with the Type of Customer.
· Sort by Contact Type.
· Mailing List Special Select by Contact Type.
· Expand Notes.
Schedule Tracker:
· Improvements to Monthly Calendar.
Password Tracker:
· Bug fixed which occasionally mangled passwords.
Expense Tracker and Other Income Tracker:
· An Account Number and Type can now be assigned to each account.
· A new option in the check printing window prints a Voucher below the check.
Inventory Tracker and Invoice Creator:
· Invoice Creator records now track account balances, due dates and dates paid more accurately.
· Each Inventory Tracker record can be assigned an Inventory Type (Inventory Item, Service - Hourly, Service - Flat, or Other Charge).
· Discounts can be applied to just Inventory Items, Inventory Items and Other Charges, Inventory Items and Service Charges or all of these.
· Invoice Creator has a new Terms menu, Due Date and Paid Date fields.
· Vendors are now Payees with the Type "Vendor".
· Vendors and all Payees have the following Payee Description (Address, Phone, Contact, Type, Credit Limit, Terms, Notes).
· In Invoice Creator you are now asked for the method of payment.
· In the Invoice Options dialog you can now control the date format.
· Improvements to Invoice Reports.
· Problem with packing slips fixed.
August 11th, 2008· In Inventory Tracker you can now add a new quantity at a different price and average the Cost.
· Invoice Creator's Discount field is now backed up properly.
· Printing Improvements
· Better compatibility with Windows Vista and Mac OS 10.5
· Many other minor improvements.
April 29th, 2008· Inventory Report fixed for items that were backordered or had n/a remaining.
· Font button fixed in Invoice Report.
· Progress dialog added to Invoice Report.
· Discount is now exported to backup files.
· Several other minor improvements.
April 18th, 2008· Printing an Activity & Expense Report with Record Numbers works again.
· Adding a discount to Invoice Creator now recalculates the sales tax.
· Discounts in Invoice Creator are now reported correctly in Inventory Reports.
· Problem with selecting a date range for an Inventory Report fixed.
· You can now select a specific Customer or Sales Rep for Invoice Reports.
· Credits are now totaled separately from Balances Due in Invoice reports.
· Several other improvements.
April 15th, 2008· A new preference has been added to the Formats section of Prefs that allows you to choose to Add leading zeros to numbers in reports and invoices. This lines up the decimals in the numbers for easier reading.
· You can add Notes to Invoices in Invoice Creator again.
· In Invoice Creator when you click Add Product to Invoice, if you had more than 50 items in inventory you got a message asking if you wanted to rebuild the inventory list. The number has been raised to 500. If you feel this number is now too high and you are waiting for the list to be regenerated a lot, please let us know and we'll adjust it again.
· If you add a Discount to an Invoice Creator record, both the percent and amount of the discount are now included on the Invoice and in Invoice Reports.
· In Invoice Tracker, when you click Add Quantity you are asked if you want to discontinuing the item. If you answer Yes, "disc" is put into the Reorder field and you can't create Purchase Orders for that item. The discontinued item will never show up in an Items to be Reordered report either.
· Return Address feature in Envelope section of Form Letter window fixed.
· Several other improvements.
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