What's new in Equipment Rental Tracker Plus 3.2.1
Dec 11, 2014
- Changed the Add Quantity to Inventory Tracker dialog to ask just for amount to be added rather than the new total quantity. If the Purchase Date is not the current date, you will be asked if you want to update the Date.
- On Invoice Creator records that contain an amount in the % Tax field (from previous versions of the software) the new Set Tax Info button is hidden and that feature is disabled, so that the tax for that Invoice is calculated as it was before the update.
- New Invoice Creator records now always use the new Set Tax Info feature.
- Fixed a problem with Rental Quantity tax calculations.
- Improvements to Invoice Creator's Reports
- A new SN option has been added to the Set Tax Info window, so you can specify taxes to be added to the amounts in the Shipping and Notes fields.
- Restored the Inventory Tracker Assembly Type which is used to create groups or packages of other items with special pricing.
- Other minor improvements.
New in Equipment Rental Tracker Plus 3.2.0 (Oct 25, 2014)
- Added multiple taxes feature that allows you to specify up to 3 different taxes and which Inventory Items they apply to.
- A new Inventory Tracker Type has been added, called Rental Quantity, for items you want to rent in ad hoc quantities (ie, 123 chairs). The number remaining is then available for other rentals.
- You can specify the name and tax rate for any of three different tax types in the new Set Tax Info window accessible from Invoice Creator. You can also specify, for each tax type, which of the six different Inventory Types (Inventory Items, Flat Rate Labor, Hourly Labor, Other Charges, Rental Items, Rental Quantity) you want taxes added to the Invoice.
- The Rental Type has been renamed to Rental Item and a new Type called Rental Quantity has been added. This Type has some aspects of the old Rental Item and some aspects of the Inventory Item Type. You can adjust the Total Quantity to accommodate new purchases and losses. You can't rent more of the Item than you have on hand, as automatically determined by Invoice Creator, for any day during the rental period.
- In Preferences you will now find a Tablet option. The Tablet option causes all windows to be opened, one at a time, in the top left of the screen. This is best for users using logmein.com to access this software on their Tablets.
- Other minor improvements.
New in Equipment Rental Tracker Plus 3.1.1 (May 13, 2014)
- Has some minor improvements.
New in Equipment Rental Tracker Plus 3.1.0 (Apr 26, 2014)
- Clicking a line for an Inventory Item (not a Rental Item), Other Charge or Hourly item in Invoice Creator now shows both a Delete Line and an Edit button. So you can now easily change the quantity of most items in an Invoice. Backorders, if any for that item, must be deleted first and can't be created with the Edit button.
- In the Equipment Rental Availability Checker there is now a Condense Table option which puts all rentals for one Item on one line, rather than displaying one line for each invoice. In Condense Table mode the first date of each rental period has a red letter.
- Improvements to Inventory Tracker's and Invoice Creator's Reports.
- Improvements to Rental Status Report - fixed Extend Rental feature
- Improvements to Equipment Rental Availability Checker
- Improvements to making a Rental Item Unavailable - these records now follow the Expected or Estimated Return Date rules.
- Improvements to the Rental Item's Unavailable feature. Now periods of Unavailability are added to the Rental History field. If you have Rental items you have previously set the Return Date to Unavailable then you may need to reset that status for those Rental Items.
- Improved Duplicate option when creating a New record in Invoice Creator.
- Export files can now be saved in CSV format.
- Other minor improvements.
New in Equipment Rental Tracker Plus 3.0 (Nov 4, 2013)
- A Quote feature has been added. Now you can create an Invoice Creator record without actually removing items from inventory until you change Quote to Invoice. Near the middle of the right side of the Invoice Creator window are the Quote and Invoice options. If you choose Quote, an item added to the Product(s) field is not removed from inventory until the Invoice button is clicked. If you never create Quotes this feature can be hidden by clicking Prefs, then Invoice Creator Prefs, and then disabling the Show Quote Option.
- Added Hide Retail Prices option to Invoice Creator Preferences.
- Improved the Move Totals to Right in invoices feature.
- Added Availability Checker for Rental Items. This report shows when rental units are rented or available for any 7 week period.
- Added Rental Schedule Report - This report shows when Items are due to be rented, or returned, or only those to be returned within a narrow date range
- In the Inventory Tracker Prefs window the Rental Return Dates menu is used to let the software know if a Rental item must be marked Available before it can be rented again. The three choices in this menu are:
- If you choose Expected (or enable the ACI option), then you can create multiple invoices for a Rental item because the item is expected to be returned (and will automatically be made Available) on the Expected Return Date.
- If you choose the ACI Option an ACI (Auto Check In) option button will appear in Inventory Tracker for all Rental items.
- If you choose Estimated, an invoice for the Rental item can be Extended but no other invoices can be created until it is marked Available. When the item is returned, you need to remember to enable the Available option. When the Available option is enabled, the Estimated Return Date is empty.
- Other minor improvements.
New in Equipment Rental Tracker Plus 2.9.8.9 (Jul 1, 2013)
- When adding an Inventory item to an Invoice it is now added to the Contact Tracker's Notes again.
- Other minor improvements.
New in Equipment Rental Tracker Plus 2.9.8.2 (Apr 27, 2013)
- An Available option has been added to Rental records in Inventory Tracker. When a new record is created, the Available option is automatically enabled. When you add the Rental Item to an Invoice the Available option is turned off and the Estimated Return Date is displayed. If you manually turn the option off, you will be asked to enter a reason why the item is not available for rent. When the item is returned, you need to remember to enable the Available option. When the Available option is enabled, the Estimated Return Date is either empty or displays the unavailability reason.
- If a rental comes back early, you can now click the Return Date field in the Inventory Tracker record for that item to return the equipment back to Available status in the Rental Status report.
- A Grid Lines option has been added to the Rental Status report.
- Other minor improvements.
New in Equipment Rental Tracker Plus 2.9.8.1 (Mar 19, 2013)
- Edit buttons for Invoice Amount and Balance Due have been removed from Invoice Creator - these amounts are always calculated based on Products, Taxes, Shipping and Other Charges minus all Payments.
- Changes to Rental Status Report
- Added Show Stock # - if not selected the Note (or Book/Record) will be displayed instead.
- The Sort Order in the Inventory Report Options screen is now overridden by the following options:
- Sort By options for "All Rental Items" or "Only Rented" reports are now Customer or Ret. Date
- If "Only Available" is selected the the Sort By options are Description or Stock #
- Rented items are always sorted to the top of the list if "All Rental Items" is selected.
- If Copy to Email option is selected the email address is now added to the beginning of the pasted email for easy copy and paste.
- In Expense Tracker there is a new Automatically Duplicate Expense (ADE) option. If you want the record automatically duplicated each month because it is a recurring expense then click the ADE button and then enable the Automatically Duplicate This Expense Each Month option. Then when you click the Add New Expense Now button, all records with this option enabled will be duplicated for the current month.