Softpedia >Mac >Business >Totals >  Changelog

Totals Changelog

What's new in Totals 3.2.6

Oct 31, 2019
  • Fixed empty preview issue with Catalina
  • This update addresses Catalina compatibility.
  • Edited layouts with Catalina can unfortunately not be restored

New in Totals 3.2.5 (Oct 25, 2018)

  • This update addresses Mojave compatibility.
  • Support for dark mode will come in a future update ;)

New in Totals 3.2.4 Build 31340 (May 10, 2018)

  • BUG FIX: Refresh problem of filter criteria in reports.
  • BUG FIX: Sending emails via internal email client via TLS.
  • BUG FIX: Fixed several bugs in the REST API.
  • This update also addresses some minor performance issues.

New in Totals 3.2.3 Build 31336 (Apr 29, 2018)

  • BUG FIX: Crash on error message when sending emails.
  • BUG FIX: Search in projects folder is possible again.
  • This update also addresses some minor user interface glitches

New in Totals 3.2.2 Build 31332 (Apr 24, 2018)

  • This update addresses macOS compatibility and performance issues.

New in Totals 3.2.1 Build 31302 (Mar 31, 2018)

  • This update addresses macOS High Sierra compatibility issues.
  • BUGFIX: Fixed problem with sending emails with some providers.
  • BUGFIX: Crash because of non-existent layout files.
  • BUGFIX: Sidebar expanded/collapsed state is persistent again.

New in Totals 3.2.0 Build 31296 (Mar 27, 2018)

  • This update addresses macOS High Sierra compatibility issues.
  • This is the first of regularly upcoming updates. We apologize for the delay.

New in Totals 3.1.5 Build 1799 (Oct 3, 2016)

  • This update addresses macOS Sierra compatibility issues.
  • BUG FIX: Fixed a black background glitch.

New in Totals 3.1.4 Build 1797 (Sep 29, 2016)

  • BUG FIX: Fixed crashing bug in macOS Sierra.

New in Totals 3.1.3 Build 1795 (Aug 22, 2016)

  • This update addresses macOS Sierra compatibility issues.

New in Totals 3.1.2 Build 1792 (Oct 28, 2015)

  • ENHANCEMENT: Added new toolbar search field.
  • ENHANCEMENT: Enhanced search options overall.
  • ENHANCEMENT: Added new script variables entry.lines and entry.additionalLines.
  • BUGFIX: Fixed a localization bug in month names.

New in Totals 3.1.1 Build 1787 (Oct 5, 2015)

  • BUGFIX: Fixed a crash that occurs when creating and duplicating reports in El Capitan.

New in Totals 3.1 Build 1784 (Sep 21, 2015)

  • ENHANCEMENT: This version is El Capitan ready.
  • ENHANCEMENT: Brought back the filter folders pending, overdue, and paid in the sidebar menu.
  • ENHANCEMENT: Custom fields are now duplicated as well.
  • ENHANCEMENT: Currency Defaults for each client.
  • ENHANCEMENT: Added Payment button for Documents.
  • ENHANCEMENT: Duplicating projects is now possible.
  • ENHANCEMENT: Enhanced the Totals REST API. See API documentation for more info.
  • BUGFIX: Fixed a tax related issue that occured when importing from Totals 2.

New in Totals 3.0.17 Build 1773 (Jun 15, 2015)

  • BUGFIX: Fixed mixed contact after duplicating document issue.
  • BUGFIX: Format issue with custom decimal placeholder.
  • BUGFIX: Fixed an issue in Assign Payments window which added zero amounts.
  • ENHANCEMENT: Added 12/24 option for hours.
  • ENHANCEMENT: Recurring option is now enabled in document/info tab for locked documentsas well.
  • ENHANCEMENT: Added Due date field in Finalize Window.
  • ENHANCEMENT: Price rules can now be duplicated when duplicating items (Setup in Settings/Advanced).
  • ENHANCEMENT: Option for duplicating smart folders.

New in Totals 3.0.16 Build 1755 (May 29, 2015)

  • ENHANCEMENT: Underscore in file names is now optional.
  • ENHANCEMENT: Totals now updates existing clients when re-imported from AddressBook.
  • BUGFIX: Better precision in time based quantites.
  • BUGFIX: Random contact in new document window.
  • BUGFIX: Current selected catalog is now assign to newly imported items instead of the default catalog.
  • BUGFIX: CSV import bug with untitled custom fields.

New in Totals 3.0.15 Build 1755 (Apr 27, 2015)

  • BUGFIX: Fixed a decimal input bug addressing quantity values greater than 1000.
  • BUGFIX: Cost price input field was displaying only 3 decimal places.
  • BUGFIX: "Drag cost prices" option was not adopted in catalog inspector before.
  • BUGFIX: Fixed a bug that prevented layouts from saving.
  • ENHANCEMENT: Stock record dates is now editable .
  • ENHANCEMENT: Added arrow option to slide in projects of individual clients.
  • ENHANCEMENT: Added option to filter line items by balance type in the Usage tab.
  • ENHANCEMENT: Added "week of year" and "week of month" placeholders.
  • ENHANCEMENT: Remembers now last selected salutation option.
  • BUGFIX: Dutch translation bug.

New in Totals 3.0.14 Build 1737 (Feb 26, 2015)

  • ENHANCEMENT: Added filter criteria for document reports to list by year and months.
  • ENHANCEMENT: Added document report placeholders to display different tax amounts in the same tax group.
  • ENHANCEMENT: Added new document layout table row to list balanced documents.
  • ENHANCEMENT: Added field project# column in document reports.
  • BUG FIX: Fixed ignored placeholder decimal number formats. Fixed PayPal link graphic accordingly.
  • BUG FIX: Sorting of objects is now case insensitive.
  • BUG FIX: Some minor bug fixes including translation issues.

New in Totals 3.0.13 Build 1725 (Jan 31, 2015)

  • ENHANCEMENT: Introducing Templates section for editing templates.
  • ENHANCEMENT: Added filter by cost, margin and client# in document reports.
  • ENHANCEMENT: Added filter by catalog name in item reports.
  • ENHANCEMENT: Drag and drop support of file attachments from Finder.
  • ENHANCEMENT: File attachments now also supports symbolic links.
  • ENHANCEMENT: Added /clients/update path to REST API.

New in Totals 3.0.12 Build 1709 (Jan 12, 2015)

  • ENHANCEMENT: Added email and salutation fields to the on-the-fly new client popup window.
  • ENHANCEMENT: Added sorting on Client Number and Latest Payment Date in reports.
  • BUGFIX: Plural of unit not always resolved correctly before.
  • BUGFIX: Search field was not emptied after creating a new object.

New in Totals 3.0.11 Build 1709 (Dec 27, 2014)

  • ENHANCEMENT: Added ruler in layout designer.
  • ENHANCEMENT: Added new payments placeholders in document reports.
  • ENHANCEMENT: Improved overall performance.
  • BUGFIX: Fixed decimal separator bug when entering numbers.
  • BUGFIX: Address field in client detail didn't respond to the enter key.
  • BUGFIX: Older backup files for file names including spaces coulnd't be deleted before.

New in Totals 3.0.10 Build 1702 (Dec 20, 2014)

  • BUGFIX: Fixed an issue that addesses sync problems. This update is recommended to all users.

New in Totals 3.0.9 Build 1700 (Dec 19, 2014)

  • ENHANCEMENT: Added Spanish translation.
  • BUGFIX: Fixed an issue that addesses sync problems.
  • BUGFIX: Fixed crash after importing line items from CSV.
  • BUGFIX: This update also contains minor changes that improves overall stability.

New in Totals 3.0.8 Build 1692 (Dec 6, 2014)

  • ENHANCEMENT: Introducing TOTALS REST API, which enables programmers to read objects from and create objects in TOTALS. Please visit "Settings->Advanced Settings" to enable the REST API.
  • ENHANCEMENT: Added "Unlock" to document context menu (right-click).
  • ENHANCEMENT: Added Layout Designer placeholder FormattedAddress to display document address with one placeholder.
  • BUG FIX: When finalizing, "sent date" Attribute of document were always set to today.
  • BUG FIX: Locked line items can not to be deleted using the minus button anymore.

New in Totals 3.0.7 Build 1687 (Nov 15, 2014)

  • ENHANCEMENT: Added "Unlock" to document context menu (right-click).
  • BUG FIX: Addresses an issue that occurs when closing the inventory warning window.
  • BUG FIX: Missing client icon in document info tab.

New in Totals 3.0.6 Build 1683 (Nov 12, 2014)

  • BUG FIX: Adding items crashed when no default catalog exists.

New in Totals 3.0.2 Build 1637 (Oct 20, 2014)

  • New Features:
  • Define your own credit and debit document types.
  • Separate taxable and non-taxable clients.
  • Enter quantities as multiplication like cm x cm = cm2.
  • Setup price rules for items to serve different client conditions automatically.
  • Attach external files to your documents, projects, clients, and inventory items.
  • Create smart folders with filters, to focus instantly on the relevant.
  • Maintain customer relations, now - better - by setting up smart folders for clients.
  • Generate descriptive reports: it's as easy as listing the content of smart folders.
  • Take full control of your payments by distinguishing between incoming and outgoing payments.
  • Code your own layout with Totals' new Javascript engine.
  • Merge multiple documents into one document.
  • Create templates for frequently used line item combinations.
  • Use placeholders in headers and footers also, now: make your workflow more dynamic.
  • Display specific payment condition texts based on the invoice's preferred payment type.
  • Customize line items by using custom fields.
  • Experience the overall improvements in the user interface.
  • Configure Totals more easily through the new settings view.
  • Link related documents with each other and follow up the history of your entries.
  • Browse through your records faster by using the new built-in navigation.
  • Calculate more precisely by controlling price rounding thresholds.
  • Design layouts in place without leaving the current context and opening the layout designer.
  • Handle down-payments and overdue payments easier in the improved client payments section.
  • Important Notes:
  • TOTALS 3 does NOT modify TOTALS 2 files. You will have to import TOTALS 2 files to TOTALS 3. Your TOTALS 2 database will remain safe.

New in Totals 3.0 Build 1620 Beta 8 (Oct 9, 2014)

  • New Features:
  • Define your own credit and debit document types.
  • Separate taxable and non-taxable clients.
  • Enter quantities as multiplication like cm x cm = cm2.
  • Setup price rules for items to serve different client conditions automatically.
  • Attach external files to your documents, projects, clients, and inventory items.
  • Create smart folders with filters, to focus instantly on the relevant.
  • Maintain customer relations, now - better - by setting up smart folders for clients.
  • Generate descriptive reports: it's as easy as listing the content of smart folders.
  • Take full control of your payments by distinguishing between incoming and outgoing payments.
  • Code your own layout with Totals' new Javascript engine.
  • Merge multiple documents into one document.
  • Create templates for frequently used line item combinations.
  • Use placeholders in headers and footers also, now: make your workflow more dynamic.
  • Display specific payment condition texts based on the invoice's preferred payment type.
  • Customize line items by using custom fields.
  • Experience the overall improvements in the user interface.
  • Configure Totals more easily through the new settings view.
  • Link related documents with each other and follow up the history of your entries.
  • Browse through your records faster by using the new built-in navigation.
  • Calculate more precisely by controlling price rounding thresholds.
  • Design layouts in place without leaving the current context and opening the layout designer.
  • Handle down-payments and overdue payments easier in the improved client payments section.
  • Important Notes:
  • Totals 3 does NOT modify Totals 2 files. You will have to import Totals 2 files to Totals 3. Your Totals 2 database will remain safe.
  • Please do not use Totals 3 productively yet.

New in Totals 2.2.11 Build 1373 (Nov 19, 2013)

  • This update addresses compatibility issues with OS X Mavericks 10.9.

New in Totals 2.2.10 Build 1370 (Oct 24, 2013)

  • This update addresses compatibility issues with OS X Mavericks 10.9.
  • BUGFIX: Fixed an issue that addresses a glitch in synchronizing database between devices
  • BUGFIX: Display issue of some quantities in hours:minutes format

New in Totals 2.2.9 Build 1288 (Aug 27, 2013)

  • ENHANCEMENT: Ability to finalize attached documents.
  • BUG FIX: Fixed issue with invalid PDF filenames. (known as emails without attachments).

New in Totals 2.2.8 Build 1285 (Aug 12, 2013)

  • ENHANCEMENT: Ability to format PDF filenames in preferences/advanced.
  • ENHANCEMENT: Added search by line item titles in documents list.
  • BUGFIX: Fixed missing date labels in Lion 10.7 when selecting a date.
  • BUGFIX: Clients are now sorted in the small popup when selecting clients.

New in Totals 2.2.7 Build 1266 (Jul 20, 2013)

  • BUGFIX: Document Report now recognizes credit notes for margin and additional costs.
  • BUGFIX: Only selected layout was saved on quit before.
  • BUGFIX: Menu item "New Supplier" works now as expected.
  • BUGFIX: Some glitches with the "Add Payment" context menu.
  • BUGFIX: On finalizing, Terms of days will be calculates from given due date.
  • BUGFIX: Client name was not recognized in smart folders.
  • ENHANCEMENT: Added placeholder PAYMENT_DATE for report layouts.
  • ENHANCEMENT: Added "Add Payment" context menu to clients list view.

New in Totals 2.2.6 Build 1251 (Jun 26, 2013)

  • BUG FIX: EPS logos will now be saved correctly.
  • BUG FIX: Placeholder OPEN_BALANCE did subtract all payments even "Show all payments" were disabled.
  • BUG FIX: Imported layout are now selected automatically.
  • ENHANCEMENT: Improved overall stability.

New in Totals 2.2.5 Build 1245 (Jun 6, 2013)

  • BUGFIX: This is a small update that addresses a text focus problem.

New in Totals 2.2.5 Build 1245 (Jun 6, 2013)

  • BUGFIX: This is a small update that addresses a text focus problem.

New in Totals 2.2.4 Build 1229 (Apr 29, 2013)

  • BUG FIX: Fixed disappearing of texts on autosave.

New in Totals 2.2.3 Build 1222 (Apr 19, 2013)

  • BUG FIX: Deleting clients prevent Totals from saving the database.
  • BUG FIX: Crash on importing line items.

New in Totals 2.2.2 Build 1216 (Apr 16, 2013)

  • BUG FIX: Fix a display problem. OPEN_BALANCE of new attachment documents were displayed as zero 0.

New in Totals 2.2.1 Build 1212 (Apr 13, 2013)

  • BUG FIX: This update addresses a migration issue that occurs when updating from earlier versions to 2.2.

New in Totals 2.2 Build 1208 (Apr 11, 2013)

  • ENHANCEMENT: Sync: Added new file format ".totalssyncdb" which supports multiple access from difference computers (via Dropbox, Google Drive, etc. and even NAS).
  • ENHANCEMENT: New counters for number formatting which will count by clients and projects.
  • ENHANCEMENT: Added filter by document type in document report setup.
  • ENHANCEMENT: Replaced "Finalize" button with a "Send" button to avoid sending documents without document#.
  • ENHANCEMENT: The new Send window will allow to send email, print and save as PDF with one click.
  • ENHANCEMENT: AppleScript, added 'import' command to import XML files in a script.
  • ENHANCEMENT: Displays now tax rate for 0%.
  • ENHANCEMENT: Improved overall performance.
  • BUGFIX: Saving PDF files did not override existing files.
  • BUGFIX: Duplicated documents will not list the origin document in the Documents tab.
  • BUGFIX: List of recent databases was empty on startup if "recent items" was disabled in the system preferences.
  • BUGFIX: Duplicated document was not selected automatically.

New in Totals 2.1.15 Build 1170 (Feb 25, 2013)

  • ENHANCEMENT: Added print button to bulk print selected invoices.
  • ENHANCEMENT: Added placeholder DUE_DATE to account statement layouts.
  • ENHANCEMENT: Added placeholders NON_TAXED_TOTAL and TAXABLE_TOTAL_NET.
  • BUGFIX: Clients created via popup window are now listed in the clients section.
  • BUGFIX: Selecting client from the entry section (small arrow) works again.
  • BUGFIX: Fields by Nr is now sorted in human readable order.
  • BUGFIX: Fixed sorting upcoming invoices by date.
  • BUGFIX: Fixed placeholders FIRST_NAME and LAST_NAME for payment report layouts.

New in Totals 2.1.14 Build 1157 (Feb 5, 2013)

  • BUG FIX: Line items in attached documents were not displayed correctly.
  • BUG FIX: Updated the currency rate refresh button, which was broken before.

New in Totals 2.1.13 Build 1153 (Jan 25, 2013)

  • ENHANCEMENT: Added "latest payment date" rule to smart folders.
  • BUGFIX: Fixed a bug in PDF hyperlinks.

New in Totals 2.1.12 Build 1147 (Jan 24, 2013)

  • BUG FIX: Fixed an issue that occurs on 10.6. Please note that we will drop support for 10.6 with one of the next updates.
  • BUG FIX: Address was not assigned to new invoices automatically in version 2.1.11.

New in Totals 2.1.11 Build 1139 (Jan 23, 2013)

  • BUG FIX: Fixed a bug that occurs when importing CSV with catalog names.
  • BUG FIX: Preview in Layout Designer caused loose of window focus.
  • BUG FIX: Some minor issues.

New in Totals 2.1.10 Build 1087 (Jan 7, 2013)

  • BUG FIX: Fixed a bug that occurs when importing XML.

New in Totals 2.1.9 Build 1082 (Jan 5, 2013)

  • ENHANCEMENT: Support for XML file import and export.
  • BUG FIX: Rounding for CHF is now done after multiplying quantity.
  • BUG FIX: Custom fields for Items, Clients and Projects can now be configured again.
  • BUG FIX: Header and footer text will now not be copied when duplicating a document.
  • BUG FIX: Fixed a bug that occurs when duplicating layouts.

New in Totals 2.1.8 Build 1019 (Dec 15, 2012)

  • ENHANCEMENT: Decimal numbers can now be displayed with up to 7 digits.
  • BUG FIX: Fixed a bug that allowed to delete layouts which are in use.
  • BUG FIX: Fixed a bug that occurs when the currency exchange rate is set to 0.

New in Totals 2.1.7 Build 978 (Nov 26, 2012)

  • ENHANCEMENT: Fields "header", "footer" and "discount" will be copied when duplicating documents.
  • BUGFIX: Fixed an undo problem in notes.
  • BUGFIX: Some localization issues.
  • BUGFIX: Fixed an issue that occurs when searching projects.

New in Totals 2.1.6 Build 970 (Oct 23, 2012)

  • ENHANCEMENT: Layout designer: Added client placeholders to several table items.
  • ENHANCEMENT: Added AppleScript support for custom fields and selected entry.
  • BUGFIX: Fixed a crash that occurs when undefined document types are used.
  • BUGFIX: Quantity formatting using the new unit types.
  • BUGFIX: Fixed some minor bugs.

New in Totals 2.1.5 Build 961 (Oct 1, 2012)

  • ENHANCEMENT: Added new unit formats (Checkout Preferences->Taxes & Units).
  • ENHANCEMENT: Different VAT values will now be exported in CSV.
  • ENHANCEMENT: Finalizing documents, which should increase the stock count, will now also create a new stock entry in the stock tab.
  • BUGFIX: Default layout of client will now be accepted by documents.
  • BUGFIX: Placeholder QTY_UNIT is now working as expected.

New in Totals 2.1.4 Build 955 (Sep 12, 2012)

  • ENHANCEMENT: Internal Mail Client in Totals.
  • ENHANCEMENT: New Portuguese localization. Thanks to Paulo Neto.
  • ENHANCEMENT: Added new decimal formatter for placeholders.
  • ENHANCEMENT: Added Column of Balance inAccount Statements layout.
  • ENHANCEMENT: Import of items with the same SKU will now update the existing items.
  • ENHANCEMENT: Badge icon for outstanding invoices.
  • ENHANCEMENT: Ability to search by client name/nr in project list.
  • ENHANCEMENT: Ability to filter projects by activity.
  • ENHANCEMENT: Printing of multiple account statements in a bulk.
  • BUGFIX: Fixed Date Picker look for Mountain Lion.
  • BUGFIX: Fixed PayPal decimal number problem.
  • BUGFIX: Fixed the purchase now button.

New in Totals 2.1.3 (Jul 28, 2012)

  • ENHANCEMENT: Retina main application icon.
  • ENHANCEMENT: Better integration with 10.8 OS X Mountain Lion.
  • BUGFIX: fixed a crash that occurs randomly when quitting Totals.

New in Totals 2.1.2 (Jul 4, 2012)

  • Prepared PayPal checkout button for out of the box usage.
  • Added CSV import for line items.
  • Documents are now configurable for increase/decrease stock counts.
  • Ability to take cost prices when items are added to the document.
  • Support for hyperlinks in layouts. Now you can add clickable buttons to invoices.
  • Now you can track by “print date” and “email date”.
  • Adjustable size for line item descriptions and note input fields.
  • Added configurable limits for auto backup files.
  • Date range to list upcoming invoices is now configurable.
  • Attachment documents are now customizable (via custom fields).
  • Added ‘Department’ field for client contacts.
  • Added ‘Add Payment’ menu item to the context menu for quick access.
  • Support for “Supplier” field in item import (CSV).
  • AppleScript, added ‘render’ command to export entries as PDF.
  • AppleScript, added flags for ‘sent’ and ‘draft’ status.
  • Layout designer, added NOTES placeholder for documents.
  • Layout designer, added REBATE_AMOUNT placeholder for line items.
  • Layout designer, added TOTAL_QUANTITY placeholder.
  • Totals strip symbols and letters from price input fields and have it work flawlessly.

New in Totals 2.1.1 (Jun 28, 2012)

  • ENHANCEMENT: Added DATE placeholder for account statements.
  • ENHANCEMENT: Red marker for unsupported placeholder in Layout Designer.
  • BUGFIX: Fixed the date format bug which was introduced in 2.1.

New in Totals 2.1 (Jun 26, 2012)

  • ENHANCEMENT: New Japanese localization. Thanks to Makoto Shiohara.
  • ENHANCEMENT: Filter for account statements to list only outstanding invoices.
  • ENHANCEMENT: Open database by double-clicking the file.
  • ENHANCEMENT: Printing multiple documents in bulk.
  • ENHANCEMENT: Added "Display always as decimal" option in placeholders.
  • ENHANCEMENT: Added CLIENT# placeholder to Bezahlcode widget.
  • ENHANCEMENT: Added SALUTATION placeholder to Email template.
  • BUGFIX: Total prices in item report will now be calculated only by available stock items.
  • BUGFIX: Problem with payments in duplicated documents.
  • BUGFIX: Small Bug in Dutch translation.
  • BUGFIX: Resizing table area in layouts will resize also table in following pages.
  • BUGFIX: Wrong date language in PDFs.
  • BUGFIX: Fixed some typos.

New in Totals 2.0.8 (May 7, 2012)

  • ENHANCEMENT: Signed with Developer ID to work with Gatekeeper on Mountain Lion.
  • ENHANCEMENT: French translation. Thanks to Cyrille Gaubert.
  • ENHANCEMENT: Added option to duplicate layout pages.
  • BUGFIX: Payment filter issue. Symptoms: Added payments were not appearing when "Show all payments" was deactivated in the preview.
  • BUGFIX: Some minor issues.

New in Totals 2.0.7 (Mar 28, 2012)

  • ENHANCEMENT: Decimal numbers are displayed with system preferred separators.
  • ENHANCEMENT: Payment Reports can now use client information.
  • ENHANCEMENT: Totals can now print original invoices without future payments.
  • ENHANCEMENT: Custom fields for documents (invoice, estimates, etc.) can now be used in layouts.
  • ENHANCEMENT: Improvements to Dutch translation.
  • BUGFIX: Selecting wrong document after duplicate and process as... action.
  • BUGFIX: Some migration issues.