What's new in Organise Pro 8.2.4
Sep 22, 2016
- Fixes issues when using Organise full-screen.
New in Organise Pro 8.1.0 (Oct 19, 2015)
- Fixes issue with trial version appearing to lock up on El Capitan
- Adds two fields to Contacts - salutation and state / county
- Adds agent (File > Agents) for moving the add3 field to state/county field of all contacts should the user wish to do that
- Addresses on labels are 'compressed' - ie blank lines are excluded
- Previously, contactsalutation was incorrectly used to pull the contact's title onto invoice template (and other templates). Now that we have added a salutation field, they will pull the salutation field for and the title field for . Existing templates may need to be edited.
- Trial period reduced experimentally to 7 days
New in Organise Pro 8.0.9 (Jul 31, 2015)
- Fixes number format problem causing the Stocktake report to be totalled incorrectly if any individual items cost more than 1,000
New in Organise Pro 8.0.8 (Apr 16, 2015)
- Fixes bug when adding Time from Time management to an Order, if the task had no start date then the add would fail.
New in Organise Pro 8.0.7 (Apr 6, 2015)
- Adds ability to create an item in the inventory and add it to an order at the same time, from within the order
- Add items to stock more quickly via a simple dialog - accessed from a popup menu right-click an item, choose 'Add stock...' or a '+' button by the qty within the item details
- Clarifies the text shown when you delete an item from an Order's 'items purchased' table, which used to suggest (incorrectly) that the original item would be deleted from the inventory
New in Organise Pro 8.0.6 (Mar 26, 2015)
- Adds collation to the bundled report 'Items Purchased by Date'. Instructions for users who have run 8.0.3 - 8.0.5 to update this report are on the user forum
- Fixes problem with Tax Codes + and - buttons
New in Organise Pro 8.0.5 (Mar 24, 2015)
- Some improvements to the item quantity adjustments - specifically warnings
- Fixes bug making all Items 'automatically manage qty' since v8
- Fixes problem with the application's Hide action closing the frontmost window and not hiding the application
New in Organise Pro 8.0.4 (Mar 23, 2015)
- Update manager improved
- April expiry and release candidate readme removed, regular licensing panel added
- replaces 7.4.6 as the stable release
New in Organise Pro 8.0.3 RC (Mar 21, 2015)
- Some fixes and enhancements relating to reports:
- Adds two reports - Output Tax and Items Purchased by Date
- Allows easier installation of reports (xml format) by dragging and dropping onto application icon or right-click & 'open with'
- Fixes problem with reports that use both collation and date selection (previously those two features did not play nicely - workaround for previous versions, create report with date selection within the report)
- Tidies formatting of quantity column after collation
New in Organise Pro 8.0.2 RC (Mar 16, 2015)
- Some general improvements to Item automatic qty adjustments
- New Items default to auto-quantity-adjusting
- Items no longer need to be added to an Order in whole numbers, item quantities will be adjusted accordingly, ie you can sell half a tin of something or 65cm of something usually sold in metres
- Certain disc operations are performed in the background, increasing responsiveness with very large databases, eg after OK'ing an Order
- Adds 'Start here' graphic to Order tab which shows until first Order is created
- Fixes bug preventing changing the quantity of a constituent item in a collective item
- Fixes some weirdness with the columns in the checkout view
- Adds 'where used' check and will not allow an item used in a collective item to be deleted
- Minor adjustments to interface
New in Organise Pro 8.0.1 RC (Mar 11, 2015)
- Adds status menu when time is being logged - tells you how many items are being logged and has an option for stop
- Some minor fixes to new v8 features:
- Fixes crash when pressing 'stop logging time'
- New data is written properly to the database when starting or stopping time logging - previously some information could be lost if Organise quit abnormally after performing those actions
- 'stop logging' now has no effect if no items are being logged
New in Organise Pro 8.0.0 RC (Mar 4, 2015)
- Adds mailshot functionality:
- Adds address label printing functionality - 'Address labels' button added to Contacts tab and Reports tab. If a report is run which contains orders or contacts, the relevant contacts will be included on the sheet of labels.
- Includes new report "email list - customers by order date". This lists contacts who have ordered between certain dates (choose the date range at the top of the Reports tab) and when exported as csv is suitable for email merging using the app Announce.
- An Item can now contain other Items. The 'collective item' (eg a kit or an outer) calculates its own quantity
- Adds time logging. 'Record' and 'Stop' buttons added to toolbar. (existing users will have to 'Customise toolbar' and add the buttons.) Press record to start logging time, optionally against an existing / new order. Press stop to stop logging time. The time is added to the order with charges etc calculated
- Adds 'import all from address book' option
- Adds 'Time' menu with 'Start logging' and 'Stop logging'
- Organise dmg contains the following bundled apps:
- Organise
- Organise Report Builder
- Bulk email app 'Announce'
- Adds dialog to check date format and currency when user first creates order or contact
- Adds page margin field to template properties
- Adds new field 'firstname' for billing and delivery addresses (extracted from the name field which is a single field in Organise) for reports and for invoices etc
- Printed Invoice appears the same whether you use cmd-P or the toolbar button. Previously these gave different results re margins and centring
- Removes the 'Pro options' preferences - previously unwanted parts of Organise could be turned off for a cleaner experience. Now all shows
- Improves some of the sorting routines, so users with very large databases will notice better experience when sorting by certain columns or saving items
- Filter button for Orders remembers its setting after Organise is closed and opened
- Fixes problem where user has changed or translated the standard order statuses, causing the filter 'show incomplete' to break. A field is provided in Preferences > Lists allowing the user to provide a status which means 'Complete'
- Fixes bug causing Item 'comments' field to not retain information after editing
- The bundled Report Builder tool (v2.2) includes the following updates:
- adds fields for second (delivery) contact
- adds new field 'firstname' for billing and delivery contacts
- fixes bug which prevented report from running if the 'select from' popup button had been left at default (orders) and not touched
New in Organise Pro 7.4.6 (Feb 28, 2015)
- Fixes problem with Description field on Item form.
New in Organise Pro 7.4.5 (Feb 28, 2015)
- Fixes bug where new item quantity may not be saved properly if Order is opened, qty of an item ordered is altered, order is closed and app is quit.
New in Organise Pro 7.4.4 (May 23, 2014)
- Small fixes:
- Fixes minor problem with collation in report manager
New in Organise Pro 7.4.3 (Feb 6, 2014)
- Small fix:
- Fixes bug causing small inaccuracies with total due and balance remaining on an order if the user's country uses a comma as a decimal separator.
New in Organise Pro 7.4.1 (Jan 14, 2014)
- Important fix: Fixes bug which could cause the application to hang on startup if an order has been repeated on schedule.
New in Organise Pro 7.4 (Dec 10, 2013)
- Fixes and improvements:
- When switching or creating database, the change is immediate, no longer necessary to quit & restart
- Adds customisation / localisation of 'items purchased' table header fields. Custom names carry over to the invoice and other templates, allowing complete localisation of generated paperwork.
- Removes gap in address on invoice and other templates if there are blank fields in the customer's address
- Adds invoice date to standard invoice template (existing users will have to add manually by editing template)
- Fixes preferred terms for Order, Item not appearing on toolbar buttons or editing windows
New in Organise Pro 7.2.2 (Oct 25, 2013)
- Adds import from Squarespace and Paypal - creates Orders with Contacts, Payments, Items, Items purchased. File > Import > Special >
- Adds field (not editable) for transaction ID from squarespace or paypal import. Alllowing the reference number to be retained and also to prevent the same order being imported if another import is attempted with the same data or new data that includes the same transaction.
New in Organise Pro 7.2.1 (Oct 25, 2013)
- Fixes problem caused by trying to generate monthly sales graph with less than a month's data
New in Organise Pro 7.2 (Sep 4, 2013)
- Minimum system requirements OSX 10.5. 10.4 users should not upgrade to v7.2, for compatibility with newer systems it uses features not available in 10.4
- Fixes bug causing remaining balance in an Order or in Checkout to be calculated incorrectly if any payment is over 1,000
- Main window's Toolbar redesigned in line with Apple's human interface guidelines and for retina screen compatibility
- Adds toolbar controls (show / hide / customise) to main View menu
- Retina screen compatible
- OSX Mavericks tested and supported
New in Organise Pro 7.1.1 (Aug 6, 2013)
- Fixes problem on startup for some new users
- Improvements for multi-database users
New in Organise Pro 7.1 (Aug 3, 2013)
- Improvements for multi-database users:
- allows a display name for the database as well as filename
- allows renaming of databases (changes the display name)
- shows the display name in the database list rather than filename
- displays the database name in the main window title (unless using the default database and no-one's changed its display name)
- allows for a different currency and some other codes for each database (preferences such as currency, currency code, code prefixes are stored in the database rather than user prefs)
- Items can be categorised:
- adds 'category' field to Item, allowing more than one category
- allows adding or removing multiple items to a category via a context menu in the Items view
- adds all known categories to the Item filter button
- adds pseudo-field item:category for reports to use, so reports such as Top sellers can select by category
- Report manager improvements:
- report manager now understands 'contains' when selecting (eg "category contains 'magazine'" ) (symbol is '()' if not using Report Builder app)
- the separate Report Builder application enhanced to include the new fields and this new option (v2.1)
- Bug fixes:
- Fixes Contact names sorting by first name rather than surname
New in Organise Pro 7.0.4 (Jun 26, 2013)
- Allows for multiple payments, and part-payments made by different methods. Removes Deposit / Balance and replaces with multiple payments.
- Existing deposit (if present) and balance fields are converted when new version is first run. The old fields are kept in the database.
- Adds field 'balanceremaining' which is a calculation of what's owed taking into account the new-style payments.
- Adds field 'totaldue' which is a total of everything with tax and shipping before any payments have been made. Is not reduced by any payments that have been made. For that use balanceremaining
- Exsting stationery (invoices etc) will still work as far as possible. The new version won't replace or update them in case you've customised them, but will try to update them. If this isn't successful, or you wish to add the new fields to your templates, see Organise's support pages.
- On existing stationery, the old balance field will be populated with the new 'balanceremaining' field. The deposit field will no longer be populated for new Orders because it doesn't exist on the record. Suggest replacing the fields on your templates with the new tempalte field which will insert the list of payments, dates and payment methods.
- Adds 'Import Report' to File menu ready for App store (sandboxed) version which doesn't allow communication between Organise and the Report Builder app.
New in Organise Pro 7.0.3 (Jun 7, 2013)
- Some small fixes since version 7.
New in Organise Pro 7.0.3 RC (May 31, 2013)
- Tweak to accounts tables - 'Current month' and 'Last month' were including the first day of the following month.
- Improvement to 'Money in' table. Faster showing data and is refreshed when an order saved (so that new payments are seen)
New in Organise Pro 6.3 (Apr 22, 2013)
- Improves database switching in the Prefs > Advanced tab. Encourages creating of databases within the application's support folder. This is in preparation for release on the App Store (sandboxing dictates data is stored in app's own container). And also in preparation for iCloud storage of database / sharing across devices. This doesn't prevent creation or use of databases elsewhere, which is still currently necessary if you want to see the same database from separate machines
- Adds new internal field to Item Purchased, order:type. This allows reports to differentiate between Items Purchased appearing on Orders and those appearing on Purchase Orders. Also allows custom reports to select Items appearing on Purchase Orders
- Tweaks two built-in reports (Current Items Purchased and Top Sellers) to make use of the new field above and thus correct a problem. Existing users will have to delete these two reports to prompt Organise to save an updated version. If you have customised these or have custom reports which use the itemspurchased table, please contact support for details of how to correct these
- Main views (Contacts, Orders, Items, Time management) allow multiple selection for deletion of any number of items at once
- Adds a limited undo buffer to those views - the last deletion can be undone, but the buffer is killed by adding a new item because difficult to nicely handle IDs and sequential numbers in that situation
- Adds undo / redo to some of the bigger text fields (comments / description etc)
- Adds some fields for use on Templates - , and (taxrate prints the standard (code S) rate). Built-in templates have been updated to include these but existing users will have to add these fields to their installed and custom templates if they want to use them
- Note change to Order's taxrate field. It used to store the taxrate as it was when that Order was created. This is no longer stored on the Order because Organise now allows more than one tax rate. But can be used as a special field on Templates and will pull the standard (code S) rate
- Fixes bug affecting generating of invoices from checkout interface
- smartened up application icon, retina-screen compatible
New in Organise Pro 6.2.2 (Apr 1, 2013)
- Fixes bug causing changes not to appear if a contact is edited from within an order
- Correctly resets the next sequential id after creation of an order is cancelled, or if the last one created is deleted
- Fixes bug which sometimes caused a hang after a Purchase order was marked 'goods received' and then 'OK'd
New in Organise Pro 6.2.1 (Mar 18, 2013)
- Fixes bug causing failure to open app if 'Money out' table was sorted by reference number when last closed.
- Fixes bug causing some numbers to be rounded up when running on Mountain Lion 10.8
- Works around Apple's 10.8 bug preventing localising of numbers (decimal and thousand separators) being picked up from system preferences.
New in Organise Pro 6.2 (Mar 7, 2013)
- Adds ability for Report builder's 'Run' button to open Organise and run the report
- Report Builder (new free app) included in Organise Pro dmg
- Fixes problem with date selection in Accounts/Money in
- makes report manager a bit more robust and tolerant to unexpected items in the data or invalid user selections (eg selecting a period of a week for a 'by month' graph)
New in Organise Pro 6.1 (Mar 7, 2013)
- Adds ability for Report Manager to generate graphs
- Adds two built-in reports - Weekly sales and Monthly sales, both with date selection
- When exported to csv, txt or html, these graph reports will export their data, ie two columns, date and data.
- Adds 'tip of the day' which appears on startup. Can be switched on or off in prefs as well as the tip window
- Adds all Order statuses to the filter button, so as to easily show a list of all Orders with a particular status
New in Organise Pro 6.0 (Jan 30, 2013)
- improves handling of sales tax. Previous version allowed you to set a single rate (code S = standard) and had Z (zero) and E (exempt) hard-coded in. Now if you choose to use the sales tax functionality, four codes are set for you in line with these UK codes (plus L for lower 5% rate). If you're in another country or if the rules change, these can be edited or new ones added.
- improves handling of decimal numbers in line with user's location and system preferences. Previously Organise was unusable in countries that don't use a point '.' as a decimal separator
- Allows reports to be printed using a customisable template (which work the same way as existing templates). As an example, a new report with a template is built in - "Outstanding balance for open customer" which generates a statement addressed to that customer showing all orders which are unpaid, with a total.
- contact fields within an Order are selectable, so that you can copy information directly from that tab.
- fixes tax code and variation of Items sold not being copied when an order is copied (eg during a recurrence or one-off copy)
- fixes company contact phone extension not being saved properly
- company contact phone extension field relabeled 'Extension / direct'
- fixes 'visit website' button of company
New in Organise Pro 6.0 RC (Jan 7, 2013)
- Improves handling of sales tax. Previous version allowed you to set a single rate (code S = standard) and had Z (zero) and E (exempt) hard-coded in. Now if you choose to use the sales tax functionality, four codes are set for you in line with these UK codes (plus L for lower 5% rate). If you're in another country or if the rules change, these can be edited or new ones added.
- Improves handling of decimal numbers in line with user's location and system preferences. Previously Organise was unusable in countries that don't use a point '.' as a decimal separator
- Allows reports to be printed using a customisable template (which work the same way as existing templates). As an example, a new report with a template is built in - "Outstanding balance for open customer" which generates a statement addressed to that customer showing all orders which are unpaid, with a total.
- Contact fields within an Order are selectable, so that you can copy information directly from that tab.
- Fixes tax code and variation of Items sold not being copied when an order is copied (eg during a recurrence or one-off copy)
- Fixes company contact phone extension not being saved properly
- Company contact phone extension field relabeled 'Extension / direct'
- Fixes 'visit website' button of company
New in Organise Pro 5.6.2 (Nov 27, 2012)
- One version, code signed with Shiela Dixon's digital certificate to keep OSX 10.8's Gatekeeper happy (with settings set to 'Mac App Store and identified developers' or lower)
- (Previously, code signed version was a separate build)
- Fixes bug preventing contacts from being connected to order if using checkout interface
- Fixes bug preventing balance from being updated if partial amount tendered usingh checkout interface
- Fixes new 'total items purchased' field not being calculated in checkout view
- Puts cursor in picker window (select contact, item etc) search box to save a mouse click
New in Organise Pro 5.6 (Nov 17, 2012)
- Separate billing and delivery addresses. If no delivery address, assumed to be the same as billing address.
- For data already in the database, the address that's already connected to an order will be considered the billing address and delivery address is set to the default 'same as billing address'. The extra fields are available to reports and templates
- For people who already have templates configured, only minor adjustmens will be needed. See documentation for full field list, but for example, the current which is the old contact name and new billing contact name - just needs to be altered to to make it the delivery contact name.
- Adds more fields available to custom stationery. and their 'contact2' counterparts all work
- Adds new template - 'Delivery note' which uses delivery address and doesn't display prices. Existing Invoice / Invoice with tax will display the billing address.
- Adds field to Order which can be used in reports and on paperwork
- Fixes some instability and strange effects related to contacts connected to companies
- Fixes a crash at startup related to hidden columns
- Toolbar on generated invoices etc always shows even if previously hidden
- Fixes problem with 'Select supplier' button on Item.
New in Organise Pro 5.5.1 (Sep 11, 2012)
- Fixes bug preventing app from opening if a code or number column is sorted but no data in the table.
- This is most likely to show if database is switched to a new one or one with no data in it.
- SImple workaround is to dump prefs file or delete 'sort' items from it.
New in Organise Pro 5.5 (Sep 7, 2012)
- Easier invoice customisation:
- options for customisation are available via new tab in prefs
- allows for background image - set by dragging and dropping image file
- no longer necessary to find the css file to alter the table properties, editable directly in the diaglog via prefs
- the 'edit template' button will now simply open the selected template for editing rather than the enclosing folder as previously
- adds 'copy template' and 'delete template' to help manage your templates without doing it in Finder
- Adds 'undo' and 'redo' to generated invoice
- Adds options for sorting by code. (Item code and Order code). As this is an alphanumieric field no option will be ideal for everyone, so now allows choice of sorting alphabetically, numerically (with letters ignored if present) and numerically (based on id number, which is the default value for that field)
- Now includes order number in the search when search box above orders is used
- Integration with Address Book - allows selection of contact from AB, and those contacts (as long as the ref number isn't altered) then allow updating from AB
- Rolls out advanced searching to main search boxes - words typed are treated as separate words rather than one phrase. This featuer has been in the contact and item picker window for several versions.
- Code signed version is now available for Mountain Lion users. This contains my developer certificate so Gatekeeper will allow you to install and run it without question
New in Organise Pro 5.4.2 (Aug 23, 2012)
- Wording altered slightly on 'Invoice received' - first box was 'Name / from' is now 'Invoice received from / money paid to'
- When choosing item / customer / time for an Order, picklists are sorted as you've chosen to sort the main lists
- When running reports (Pro), the data will be sorted as you've chosen to sort the main lists
- Main lists for Orders and Items will now sort numerically by code (actually id but this will usually be the numerical value of the order or code number)
- Column for code number added to report 'Reorder quantities', will sort numerically by that column (Pro)
New in Organise Pro 5.4 (Jul 21, 2012)
- Sort routines re-written and option added to have new items at the top of lists (button in Preferences). This new option is the default
- Number and date columns sort as expected in all tables
- Unlocking a locked database can be done (after warnings and checks) via File>Database or from the 'locked database' dialog at startup. No more need to find the database and delete the lock file manually
- Adds field "Part" to Item which is intended to be a manufacturer's or supplier's code
- item 'Brand' added to Items Purchased table - can be switched on in preferences
- Improves calculation of hours / days from dates and times entered on a Task (previously refused to calculate if times were entered but no dates)
- Increases default width of generated invoices etc so the table is less likely to be squashed and text wrapped
- Adds alternating row background to all tables
- New application icon
New in Organise Pro 5.3.2 (May 18, 2012)
- Adds 'variation' column to Items purchased
- Adds 'Columns' tab to Organise Preferences for customisation of table columns for Orders and Items Purchased
- Fixes some problems with some columns being empty in picker windows
- Adds 'variation' column to Items purchased. This can be turned off in invoices etc. if not required
- Fixes supplier button on Item
- On a purchase order, when picking items to order, list is filtered by the supplier if one has been selected as a contact
- On a purchase order, 'Invoice sent' is now more appropriately 'Order placed'
- Customer ref / account number can now be added to Invoices and other stationery
New in Organise Pro 5.3.1 (Apr 21, 2012)
- Fixes various crashes experienced when Accounts management (Pro option) is turned off
New in Organise Pro 5.3 (Mar 21, 2012)
- Date selection added to Report Manager (pro)
- Purchase orders added, similar to Orders, prices are cost price and tax is calculated accordingly, more details in the manual
- New column, item code, added to Order & Purchase order
- '1 day' added to date selection on Report Manager and Accounts so can now show a single day's data
- Fixes bug which meant that Items Ordered were only saved to database when app was quit meaning small chance of data loss if computer failed or Organise quit unexpectedly
- new field 'dateAdded' added to Items Ordered and (for reports) 'order:date' meaning reports can be written to show stock needed to fill orders taken between given time periods
- new field - reference / account number for contacts:. By default populated with a sequential number and an optional prefix as with the Order and Item code numbers, and can be edited. Existing contact will be populated with a sequential number
- Allows table columns on the invoice / purchase order to be hidden - instructions added to manual
- CSV export better handles unexpected characters in data
- improvement to picker window (select contact, select time, select item) - double-click an item to choose it, shows more columns, window can be resized
- 'Variation' column added to Item main list
- Vat rate was rounding to two decimal places, now allows as many as are necessary (US rate is 3 decimal places)
New in Organise Pro 5.2.2 (Feb 20, 2012)
- When selecting a contact for an order or an Item to add to an order, the search box now searches all fields on the item or contact rather than just the ones showing in the table
- The enhancement above allows barcode scanners to be used to select the Item by scanning a barcode on the actual item
- Fixes bug causing errors with calculated values if certain numbers are above 1,000 and use a comma thousand separator. Places affected were: list of items purchased on an Order (total calculated from qty and price) and reports, eg Stocktake and Reorder quantities. Fields quantity, optimum quantity, cost price and selling price can now support values containing a comma separator or not (although a formatter forces a comma separator on cost & selling price)
- Fixes two bugs when duplicating order by 'one-off copy' or scheduled recurrence. Contact was not being copied properly and if the Order wasn't being opened immediately then the order date was not being completed properly (contained the word 'today' which was only being translated to a date when the duplicate order was first opened)
- Cleans up attachments and restores item quantities if an order being created is cancelled before being saved
New in Organise Pro 5.2.1 (Feb 9, 2012)
- Allows 'offline browsing' - a read-only database can be copied to another computer and the data accessed with the computers disconnected (pro)
- New template provided: 'Estimate'
- New report: 'New vs Returning customers' for any given time period (Pro)
- Report builder guide is now included in the manual for technically-minded users or developers who would like to develop reports which may be of use to others. (pro)
- Updates the Prefs section of the manual to include colour highlighting of orders
- New field added to Orders - 'newCustomer' - not visible and completed automatically, can be used in reports. Existing orders cannot be populated so will have the default value 'Not known'
- New pseudo field added to Orders - 'one' returns the value '1'. This can be used in custom reports to count orders with particular values in a given field. See 'collation' in the Report builder guide in the manual
- The website export for Items is now documented for other developers wishing to develop content management system or any other app to use the Item data
- Omitted from v5.2 - new 'country' field is implemented in contact paste and default invoice templates
- Report manager is more tolerant - custom reports will work if they have the extension 'xml', 'txt' or no extension. Will no longer crash if unexpected file extension is encountered
New in Organise Pro 5.2 (Jan 24, 2012)
- Adds export of items as data feed file for Google Product Search (Pro only because it uses Data manager)
- Adds ability to customise the table of invoice template (instructions in manual)
- Adds report - "Invoices sent but not paid"
- Allows customisation of main window's toolbar
- Adds country field to contacts and companies
- Adds brand field to items
- Adds currency code to Preferences (eg GBP, EUR, USD), used in Google product search export
- Adds 'pdf' button to custom invoice, creates and saves pdf and attaches it to the order
- Adds export option for all tables - tab-delimited text file
- Double-clicking an item in Reports opens the relevant item if possible (Pro)
- New contact no longer shows spurious items in 'Items Ordered' list
New in Organise Pro 5.1.4 (Jan 14, 2012)
- Fixes scrolling problems with various table views
- Fixes problem with saving company name properly
- Import routine added for Contacts, Orders, Items and received Invoices (Pro only)
- Guides for import routine, custom invoices and custome reports added to v5 manual
New in Organise Pro 5.1.3 (Jan 9, 2012)
- Improvements to checkout interface (Adds 'payment method; fixes 'View contact' button; fixes Close and New buttons; saves without asking if an amount has been tendered; click the amount due in the tender window to tender the full amount; return key OK's tender window; tax code added)
- Showing items purchased on Generated stationery is now on by default
- Policy change re closing forms - cmd-W is enabled for forms (Order, Contact etc). Assumption is made that if a form is closed (without cancel or OK being pressed) new information is to be saved
- Quickstart video produced - added to dmg file, website support page, manual and help menu
- Installation instructions added to dmg file
New in Organise Pro 5.1.2 (Dec 22, 2011)
- Further improvements to sales tax functionality. Money in and Money out tabs of Accounts manager now show a column for tax received and paid for any period.
- Additional time period of 'Three months' added to Accounts manager filter.
New in Organise Pro 5.1.1 (Dec 16, 2011)
- Improvements to default Invoices (If you have tried an earlier version and have not already customized the invoice, you may have to delete the file 'Invoice.rftd at ~/Library/Application Support/Organise/Stationary to force Organise to re-install)
- Custom Customer types now show in customer filter button
- Order recurrence now includes 'fortnightly'
New in Organise Pro 5.1 (Nov 22, 2011)
- Improves database opening time. An indexing job which was being done while db opened is now done in the background after the application has opened. The job may take very little time for small database and several seconds for larger databases. Until it has finished, certain searches will not be complete, e.g. the list of orders accessed via the Contact form and a search for orders by customer name.
- When selecting an Item to add to an Order or a contact for that order, the search box for contact picker and item picker will treat words typed into the box as separate words rather than searching for the whole phrase
- Inventory filter defaults to 'all'. 'In stock' is selectable. Used to be the other way around.
New in Organise Pro 4.11 (Mar 1, 2011)
- Small fix to 'supplier' button of Item.
New in Organise Pro 4.1 (Mar 1, 2011)
- More advanced handling of sales tax (VAT)
- items are assumed to be standard rate (S) by default
- Note that if you have been using the tax functionality previously, the selling price of an item was assumed to be exclusive, and in this version it is assumed to be inclusive.
- Previously, the Order form calculated the tax and added it to arrive at a gross figure. Now it calculates it and deducts it to arrive at a net figure.
- Shipping is included in calculation for tax amount
New in Organise Pro 4.01 (Mar 1, 2011)
- Fixes bug which prevented export of Reports section
- Fixes bug which caused some tables to fail on csv export
- CSV now utf8 encoded rather than ascii
New in Organise Pro 4.0 (May 20, 2010)
- Major release because of major efficiency improvements. Users with bigger databases will notice:
- faster starting
- smaller file size for database
- smoother scrolling
- faster opening of contacts
- Some of these improvements will be noticable after opening and quitting Organise once.
- For some time it's been possible to make your own list of 'statuses' for an Order. With v4 you can assign colours to these statuses, and orders will be marked with these colours in the main view. For example, you can create a status called 'flagged' and set the colour to red for that status. You can create statuses such as 'payment overdue' or 'item to be returned' and highlight these with special colours.
- New field - 'payment method: web | card | cash | cheque' (can be shown on invoice / receipt and reported on) .
- Button added to contact - 'paste' allows you to copy a whole address from somewhere else and paste into the name, address and postcode fields all at once.
- Main window shows date column
- Date columns sorted by date rather than alphanumerically
- Adds report called 'Stocktake'. Lists your inventory and adds up the total (cost) value.
New in Organise Pro 3.1 (Oct 20, 2008)
- fixes bug preventing correct totalling in 'Money out' where individual amounts are over 1,000.00
- Adds 'year' to recurrece options (ie for annual charges or subscriptions)
- Fixes bug preventing contact filter (Customer/Supplier/All drop-down) from working properly
- 'Help' ilnk fixed
- Manual updated to include recurrence
New in Organise Pro 3.02 (May 26, 2008)
- Adds Order and Item detail to Contact window - ie when viewing a contact you can see a full list of their orders and full list of their items purchased.
- Buttons altered slightly on checkout interface - 'New' and 'Close'. Both prompt you as to whether to save if changes have been made.
- Now supported from 10.4 and higher
New in Organise Pro 2.4.1 (Mar 17, 2008)
- Context help buttons updated and new ones added. Online manual updated.
- Check for updates menu item updated to point to new peacockmedia website.
New in Organise Pro 2.4 (Mar 11, 2008)
- Image field added to Item, with comments now on a separate tab, consistent with Contacts
- Now possible to generate any number of custom stationary / letters based on the selected order. Two editable templates are built in; invoice and polite reminder. Others can be added.
New in Organise Pro 2.3 (Feb 1, 2008)
- Adds total column to 'Money Out' table
- Adds new Statement feature - displayes totals from 'Money In' and 'Money Out' and the difference between the two
- Adds recurrence of orders. Any order can be set to repeat weekly or monthly. A new button allows a one-off copy of any order
- Allows configuration of accounts categories and order statuses. note that the status 'Complete' is used by the 'Incomplete' filter and so the filter can't work if this status is taken out
- Facelift - new toolbar icons and unified window/toolbar
- Fixes problem double-clicking to edit items in the products ordered table under Leopard