What's new in Organise Lite 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 Lite 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 Lite 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 Lite 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 Lite 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)
New in Organise Lite 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 Lite 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 Lite 5.3.1 (Apr 21, 2012)
- Fixes various crashes experienced when Accounts management (Pro option) is turned off
New in Organise Lite 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 Lite 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 Lite 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 Lite 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 Lite 5.1.3 (Jan 11, 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