May 22nd, 2012· Improved Work Order format. The Priority is now added to the Work Orders.
· Date format in backup file name has been modified
· Other minor improvements.
May 9th, 2012· 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 improvements to Work Order Tracker:
· Added a Permission to Enter option.
· Added Tenant Name and Phone Number to Vendor Notes.
· Added ability to add Notes Regarding Repairs to Work Order.
· Text of actual Work Orders removed from export and backup files making these files much smaller.
· When Importing Work Order Tracker data, Job Types are now added to the menu.
· Work Order Headers and Footers and Custom Header data are now exported and restored to the Work Order printing window.
Improvements to Reservation Tracker:
· PayPal is now accepted as a Payment Type. It is also a Credit Card Type (MC, VISA, AMEX and DISC have been removed). Clicking the PayPal option opens your browser and takes you to PayPal.
· Fixed a problem with the CC Number Lock icon in Reservation Tracker.
· Increased length of Rate Names in Reservation Tracker from 10 to 20 characters.
· Fixed minor problem with emailed Reservation Receipts - made col 1 wider
· Fixed a problem generating a Tax Form Report when the Unit's Owner field does not contain a percentage.
· Updated Synapse gateway scripts for online payments.
· Other minor improvements.
March 29th, 2012· When selecting a time from Reservation Tracker, the minutes now default to 00.
· Problem with the "Include Rent due based on Departure Dates" option in Property Management Invoice fixed.
· Improvements to the Reservation report
· Improvements to the Expense report
· Improvements to the Tax Form Report in Expense Tracker. Expenses designated for ALL Units can now be divided by the number of units for the current owner / the total number of units.
· Improvements to the Other Income report
· Other minor improvements.
March 5th, 2012· Fixed problem in importing Vacation Unit menus (in top right part of screen)
· Added an option to Include Waiting Reservations to the Availability Checker in condensed mode.
· Other minor improvements.
February 6th, 2012· Improvements to the Reservation Report and Tax Report
· Other charges in Reservation tracker are no longer added to Tax Collected in Other Income Tracker's Report.
· Fixed a problem importing Webreserv backup data.
· Improvements to printing long Confirmations.
· In Reservation Tracker if the Arrival Date is the current date, Checked in is offered as a choice after adding a Payment.
· Added #GUEST PHONE tag to Admin Tasks templates
· Improvements to Expense Reports
· 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 posting Refunds in Reservation Tracker to Expense Tracker
· Improvements to posting Payments in Reservation Tracker to Other Income Tracker
· Improvements to Invoice & Confirmation Printing
· Improvements to VAT Report window
· Improvements to Time Chooser
· Improvements to Other Income Tracker Report
· Several other minor improvements.
November 25th, 2011· 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 Owner accounting reports. After creating a Property Management Invoice
there is a new Reconcile Owner's Account button in the top right corner of the
Invoice screen. Clicking this button creates a new Rental Expense (or Other
Income) Tracker record for the payment to (or from) the Owner. The payment is
also added to an Account field on the Owner's record in the Details section of
the Owner window. You can Print this field or create an Account Register for
the Owner.
· New option in Expense Tracker New record dialog that creates an Aggregate
record, so you can print one check with an aggregate of all the expense records
for the current Payee with the current Date.
· Management address now optional for Receipts and Notices.
· Added income and Expense totals for Buildings and ALL buildings and units to the
Property Management Invoice.
· Improvements to Work Order Tracker.
· In Schedule Checker you can now choose between printing All of the report or
just the Visible portion.
· Printing of Reservation Confirmations improved. You can now also print an
Envelope.
· Credits and Refunds added to the Payments field are now calculated correctly.
· Availability Checker is now closed when the Status for a Reservation changes.
· Improved Invoice Printing including clarified More Printing Options.
· 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 Reservation Confirmations and Receipts.
· Added an A4 Paper Size option for European users to the More Print Options in the Reservation Tracker's Confirmation screen. Choosing the International Version in the Format section of Prefs, will also set the printing preference to A4.
· GST & VAT Tax Form generator has been moved to the Tax Forms section of Expense Tracker's Report section. You must enable the International Version in the Format section of Prefs to access this feature.
· Fixed problem with specifying a fixed amount management fee in PM Invoice
· Improved the Translation algorithm for all reports and invoices.
· Improved reporting of payment types (Method) in Other Income Tracker Report.
· 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.
August 5th, 2011· Added Vacation Protection Policy to Reservation Tracker's Other Charges.
· Several other minor improvements.
July 25th, 2011· Fixed a problem with choosing a date for a Deposit, Payment or Other Charge in Reservation Tracker.
· Added Charges and Payments to Unit Tracker's History field as an extra backup.
· Fixed Add Date to Housekeeping Schedule feature.
· 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.
April 18th, 2011· Long amount is now added to Dollar field in the Check Printing window.
· In Reservation Tracker, PayPal is now a payment method.
· Stray clicks will no longer interrupt the Export or Backup process.
· To have all charges due by the Deposit date use the Prepay Charges option in the Deposit section of Reservation Tracker.
· To switch from security deposits to prepayment deposits select the I accept prepayment deposits instead of security deposits option on the Reservation Tracker Prefs screen. To access this screen, click Prefs and then Reservation Tracker Prefs.
· In Reservation Tracker, if you have filled in the 1st Due Date and the Amount Due fields then Unpaid will change to 1st Due when the deposit has been paid or partially paid, so you can access these fields.
· The 1st Due Date feature in the Deposit section in Reservation Tracker has been changed and no longer applies to Deposits. Deposits are due on the Date Due. The Amount Due is due on the 1st Due Date.
· There is now an option for a second payment due date on the Reservation Tracker Prefs screen. If you require two payments before arrival (plus a deposit) select the I require a second prepayment in the amount of option. You will be asked if this amount is a Percent, a Multiple of one nights rate, a Variable amount, or a Set Amount, and for the number of days prior to arrival that this second payment is due. If the Prepay Charges option is enabled, the remainder of charges will be computed if you choose Variable. The 1st Due Date and Amount Due must be filled in for the second due date to be activated.
· Fixed problem updating Unit History when Reservation Charges were edited and when a Security Deposit was returned.
· Several other minor improvements.
March 7th, 2011· Added 1099-MISC Printing feature to Expense Tracker's Reports - this works similarly to the check printing feature.
· Added the Unit ID to the Admin Tasks templates.
· Fixed problem in Reminder list with reservation numbers that do not have a # - Reservation numbers with no # are permitted again provided the first char is not a number.
· In the Housekeeping window, if you list Departures but not Arrivals, dates with an Arrival are now marked with the familiar Dep & Arr Status.
· Fixed a problem with the totals in Reservation Tracker's Income Report.
· New Sort feature in Go To screen in Contact Tracker which now loads much quicker with large numbers of contact records.
· Fixed some problems with Add to Contact Tracker in the Owners Details or Description screen finding the right record.
· Changing the TaxID# and Commission fields in Contact Tracker now properly updates the Owners Details or Description screen.
· Fixed a problem with Main Menu buttons having the wrong label after restore.
· Several other minor improvements.
January 17th, 2011· Management Fees are now exported and imported in Vacation Unit Tracker
· Sort by Date in Admin Tasks Daily Reminders window now works when date format is dd/mm/yy
· Fixed the Delete Res button in Vacation Unit Tracker so that both the reservation record and the line are deleted, rather than just the line.
· Fixed Reset button in check printing window
· Minor problem with Import New WR Reservation fixed
· Several other minor improvements.
November 7th, 2010· You can now add Service Fee charges as a percentage of rent in Reservation Tracker
· Fixed a problem with entering a departure date over 12 months away
· Fixed a problem with the WebReserv import and export in Reservation Tracker
· Fixed a problem in PM Invoice - if the total of other income > 0 then total due to or from owner is now correct
· You can now add two additional columns to the Housekeeping window. These are the Guest Name and the # of Persons.
· Several other minor improvements.
August 29th, 2010· Improved Work Order Tracker
· Stored credit card numbers in Reservation Tracker's Online Payments window are now exported and imported. The Look Up feature has been fixed.
· Several other minor improvements.
August 4th, 2010· Improved the ways Rates are Modified and Deleted from the Rates window, and added to Reservations. Fixed a problem with the Multiple Rates feature.
Minor modifications and improvements to Property Management Invoice.
Clicking the Admin Tasks button in Reservation Tracker reveals the following new features and controls:
· Create Statement - When the guest arrives, you may want to print a Statement for them.
· Misc Notice or Contract - you can use this feature to send an email to a guest for any purpose (ie, a rental agreement or contract).
· Click Open Daily Reminders to view a scrolling list of reminders with a Done button for each Task. Each line contains the Date the software has assigned for this task, the name of the task and the reservation number. You can click any of these lines to go to the Reservation Tracker record.
· Security Deposit Due - you can send an email to a guest to remind them that their security deposit is due. Click Enable to add a reminder for this task.
· Tentative Res Expiring - you can send an email to a guest to remind them that their Tentative reservation is expiring. Click Enable to add a reminder for this task to the Daily Reminders list.
· Arrival Reminder - you can also send an email to a guest to remind them that their Arrival date is approaching. Click Enable to add a reminder for this task to the Daily Reminders list.
· Thank You Note - you can also send an email to a guest after their departure.
· Add a Property Management Invoice reminder to the list by clicking the Enable PM Invoice Reminder option. Click the Create PM Invoice button to create an invoice.
· You can also add dates to your Daily Reminders list to make sure Pre Cleaning and Post Cleaning for each reservation are performed.
· WebReserv.com provides an excellent online booking service, which can be added to your website or is provided as a subdomain to their website. Once you have signed up, you can click WebReserv Setup and upload reservations from Reservation Tracker, so WebReservation's availability tables will be accurate. You will also be able to download reservations from WebReserv, so that you can use all of the great features of Reservation Tracker too. North American users should click here and European users should click here for more information.
· Many other minor improvements.
May 24th, 2010· The Update feature in Reservation Tracker has been fixed
· The list of months in the Availability checker has been updated
· The Translations table in Preferences window is now updated properly on Restore Record
· Using the Translation feature in Reservation Tracker no longer causes emails to be duplicated.
· The Number of weeks before arrival that the deposit is due in the Reservation Tracker Prefs window must now be a whole number.
· There is a new option in the Reservation Tracker Prefs window which will add the Reservation # to the subject line of Confirmation emails. The name of your business has also been added to the subject line.
· A couple of other minor improvements.
May 3rd, 2010· When a Confirmation is pasted into an email it now only gets pasted once.
· New Guest List report (in Reservation Tracker's Other Reports) shows what guest is in each unit.
· Several other minor improvements.
April 14th, 2010Reservation Tracker:
· You can now process Online Credit Card Payments. When the Enable Online Payments option in the Reservation Tracker Preferences is selected, and you choose the payment type of Credit Card or Debit Card in Reservation Tracker, you will have the option of using this new feature. Go to http://www.productivity-software.com/online_payments.html for more information.
· When a Reservation Payment is made with the new Online Credit Card Payment feature, the confirmation number and process id # are both added to the Notes field.
· When Payments in Reservation Tracker are added to Other Income Tracker the Tax Paid is now checked to see if it was previously added. Duplicate Tax payment problems have been fixed.
· If you edit a payment in Reservation Tracker, Other Income Tracker is automatically updated if there is a record for that payment.
· New Reservation Tracker Preferences window allows you to choose if you want to Create Other Income Tracker records for all Security Deposits (and select the Deposit Account), Create Other Income Tracker records for all Payments (and select the Payment Account), Create Contact Tracker records for all reservations, specify the number of weeks prior to arrival that the Security Deposit is due, set the Deposit Preferences and Amount, set the Lock Code length, Enable Online Payments and go to the Reservation Credit Card Processor (RCCP) window.
· Tentative reservations can now be added to the HTML charts for a single Unit (go to Availability Checker, click Select Unit, click Save, HTML and then Yes). The resulting html file can be uploaded to your website or incorporated into an existing page.
· Problems printing Confirmations and Statements have been fixed.
Other Improvements:
· When an Asset is Sold in Asset Tracker it is now automatically removed from the Assets list in Vacation Unit Tracker.
· When the Unit for an Asset is changed in Asset Tracker it is now automatically moved from the original unit to the other in the Assets list in Commercial Unit Tracker.
· Clicking the Unit field in Vacation Unit Tracker with the ctrl key held down will reassign all the tenants to the correct units. Vacated tenant records are not changed
· Tab adjustment buttons now work together in all reports.
· Added Register and Download buttons to the Register screen. An external links.txt file is now available for Affiliates to use, to have these buttons access their affiliate links.
· Improved Email features. Users now have the choice of using the email program on their computer or an online email program.
· Improvements to window positioning. Windows users should no longer experience the invisible windows problem.
· Many other minor improvements.
September 14th, 2009· Fixed a problem with choosing a Unit in Schedule Checker
· Restored dialog that asks about changing the Status in Reservation Tracker
· Fixed a problem with WD/WE rates when listed for each day in Reservations
· US Holidays feature added to Monthly Calendar
· A few other minor improvements.
August 10th, 2009· Backup files now record all window colors, locations and if they were open or not, so that more of the users environment can be restored.
· Various minor improvements.
July 9th, 2009· Asset Tracker and Work Order Tracker have been added for no extra charge
· Fixed problem with exporting Availability Checker to HTML
· Reservations for multiple months are now multiplied by monthly rate correctly
· Added a new preferences window to Reservation Tracker with a new option for creating new contact records for each reservation.
· Added Vacate Unit button to Vacation Unit Tracker
· Improvements made to the Money Exchange section of the Universal Calculator
· Many other minor improvements.
May 7th, 2009· Improved protecting and transferring credit card numbers between Reservation Tracker and Contact Tracker.
· In Reservation Tracker Refunds are still negative numbers, but Credits are treated like normal payments.
· Improvements to Reservation Tracker’s conflict checking algorithm.
· Improvements to updating of multiple units on one reservation.
· A few other minor improvements.
· Many changes were made to underlying code to accommodate long term rental features now found in new Resort Rental Property Tracker.
April 7th, 2009· New Best Friends Forever feature in Contact Tracker lists people you want to call often, when they were last contacted, a special notes field, their phone number and email address.
· Expenses can now be negative for posting refunds and credits in Rental Expense Tracker.
· Fixed a bug in Housekeeping that kept Reminders from showing when when the European Date Format was in use.
· Fixed a problem going to Task Tracker from the Daily calendar
· Fixed a problem with adding Units to Agent Details screen in Reservation Tracker.
· Fixed a problem In Reservation Tracker’s Add Other Charge feature with adding credits under $10 and adjusting related taxes.
· A few other minor improvements.
February 19th, 2009· Fixed problem with Deleting Completed records in Reservation Tracker. Improved Exporting of Completed records.
· All Expense types are now included in the Tax Form Report.
· Added Export Emails Only option to Export button in the Mailing List’s Contact Chooser window.
· Fixed a problem In Reservation Tracker’s Add Other Charge feature. In the previous version a checkbox was added to the Description screen, so the user could choose if the charge should be multiplied by a number (ie the number of nights) or if it should be a set amount. Until this option was set it was ambiguous, so now there are two buttons, Yes and No. If no selection has been made, the software works as it always has and askes for a multiplier. If no amount was added to the Other Charge when it was created, the user will always be asked for a total amount to be added to the reservation.
· Fixed problem adding an amount of less then $1 to Reservation Tracker.
· Fixed problem with going to a reservation from Reservation Tracker’s Tax Report.
January 22nd, 2009· A problem with the Housekeeping report has been fixed.
· A few problems with assigning Other Charges to the Property Management Invoice have been corrected. In the Other Charges Description window there is a relatively new option that determines if an Other Charge gets added to the invoice or not. A problem importing and exporting this option and the Add Tax preference in this window has been fixed.
· A problem adding taxes to Other Charges in Reservation Tracker has been fixed.
January 18th, 2009· A problem with applying rates over $1000 has been fixed.
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
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
· In Reservation Tracker there is now a padlock icon which will hide any credit card numbers entered into the database. A password will be set when locking the padlock and must be entered when unlocking it, so that cc #s will be displayed again. CC #’s are also encrypted when not displayed so even export and backup files will be PCI DSS Security Compliant.
· If the Tax Type in the Preferences window is set to VAT or GST, when creating a Property Management Invoice you will be asked if you want to add tax to the Management or Service Fees. Choices are Always, Never or Ask First.
· Improvements to Property Management Invoices
· Bug with adding Credit to Payments field fixed.
September 28th, 2008· A problem with assigning Units to Housekeepers was fixed.
· A few other minor modifications and improvements.
August 21st, 2008· Departure Dates can now be included in Schedule Checker along with Arrival Dates.
· Several other minor modifications and improvements.
August 11th, 2008· New Reminder field in the Notes section of Reservation Tracker can be included in
· Schedule Checker and Housekeeping reports.
· Printing Improvements.
· Better compatibility with Windows Vista and Mac OS 10.5.
· Several other minor modifications and improvements.
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