CAPITAL Office Changelog

What's new in CAPITAL Office 8.7.1030

Mar 4, 2016

Appointment Calendar
Automatic Purchasing - Stock Replenishment
Back Order by Customer (Customers-0009)
Back Order Customization
Back Order Reference
Backup Wizard 2
Cash Management Reconciliation Reference
Commission Report On Customer Transactions (Sales-0005)
Communications Log
Company Application Settings (Company.Ini)
Contact Manager Reference
Copying Customer Order Agreements
Creating Customer Order Agreements
Customer Mailing List Letters
Customer Menu
Customer Order Agreements
Customer Order Agreement Allocation Hook (R-COAALL.MAC)
Customer Order Agreement Draw Downs
Customer Order Agreement Hook (R-COAContract.MAC)
Customer Order Agreement Issue Hook (R-COAIssue.MAC)
Customer Order Agreement Menu Hooks (R-COAn.MAC)
Customer Product Sales
Customer Sales Order Report (Customers-0020)
Customer Sales Report (Customers-0008)
Customer Statement Hook (R-CSTATE.MAC)
Customer Surcharge Hook (R-SCHARGE.MAC)
Data Navigator
Documents Library
Documents Reference
Edit Marketing Lists
Email Format Hook (R-MAILFORMAT.MAC)
Email Services Customization
Empty Mail Box
Exchange Rate Table
Form Creation Hook (R-VBFORM.MAC)
Global Price Adjustment
Hire Item Return Hook (R-HIRETURN.MAC)
Hired Item Hook (R-HIRED.MAC)
Import Shipment Costing Job Hook (R-ISCJOB)
Importing & Shipment Costing Reference
Importing & Shipment Costing Solver
Importing & Shipment Job Details
Importing & Shipment Stock Costing
Invoice Options Customization
Log The Meeting Of A Meeting
Mail Merge Wizard
Marketing Lists
Manage Department Codes
Managing Departments
Message Centre
Order Allocation Review
Order Requisitions (Suppliers-0009)
OutTray
Pay Multiple Suppliers
Product Sales History
Publish Grid
Quote To Job Card Hook (R-QUOTE2JOB.MAC)
Quotation Analysis
Quotation Categories
Quotation Charges and Settings
Quotation Customization
ReadItemValue()
Reorder Level Hook (R-REORD.MAC)
Reorder Plan Settings
Replenish From This Department
Run Task Menu Scripts
Sales - Standard (Sales-0001)
Sales Order Concepts
Sales Order Customization
Sales Order Import Preface Hook (R-OEGATEPREFACE.MAC)
Scripting Hooks
Service Manager Invoice Hook (R-SMIN.MAC)
Service Manager Stock/Materials Invoicing Hook (R-SMSTINV.MAC)
Shipment Cost Adjuster
Statement Reference
Stock Allocations
Stock Transfer Concepts
Stopwatch
Supplier Statement Hook (R-SSTATE.MAC)
Transfer Report (Distribution-0009)
Transaction Columns
Transaction Form Printing
Transaction Set Location Hook (R-LOCCHG.MAC)
Unpaid Invoice (Transactions) Report (Customers-0005)

New in CAPITAL Office 8.6.1050f (Jun 26, 2015)

Highlights of CAPITAL V8 Release 8.6 include:
When a head office account is placed on hold sub accounts may now be optionally placed automatically on hold and any pending back orders related to that account placed on hold.
When a head office account is taken off hold the hold status of related sub accounts may be optionally lifted and any related back orders may have their hold status lifted.
Changing the Expected date of a shipment costing or purchase orders assigned to shipment costings will now automatically update the expected dates of purchase orders and the next expected delivery dates of stock items, when applicable.
Various usability improvements have been made to Pay Multiple Suppliers. Specifying an upper maximum value to pay is now optional.
The No Product Sales Report is a new template based sales analysis report presentation may be customized using Visual Builder) that will generate a list of customers and a combination of product code, or product group or supplier group, who have NOT purchased from you within a specified time period
The Back Order By Customer report is now sub sortable by order date, customer required date, order forward date or date in which the order was allocated stock
Assembly Manager Materials entry now supports sorting of the materials list by product code, description, date of entry or reference.
Assembly Manager Status selection now optionally displays only open Assembly Tasks
A new column called No. is available for invoices, credit/adjustment notes, purchase orders, quotations, sales orders, stock returns, stock receipts, requisitions and return authorities. Item numbers are now automatically assigned to transaction line items that contain product codes, although they may be manually assigned to comment lines as well. Line numbers may be edited to include a decimal portion for grouping purposes, such as 5.1, 5.2., if desired. Line numbering is also automatically managed by the system, so line numbers remains consistent and are updated automatically when line items are inserted between existing line items or when line items are deleted. Line item numbering is also carried through from sales orders through the Back Order Control Centre, onto invoices, for non-consolidated back order releases. Item line numbering can of course also be printed on forms such as sales orders, quotations and invoices
Enhanced security modes are now available. Password strength may now be specified under Security Customizations. Users may now be optionally required to enter their user name in addition to their password, and passwords may be set to meet minimum strength requirements. The system may now also, after a period of inactivity, automatically log users out of the system. They must then re-enter their user name and password to continue
Reorder Plans is a new feature that provides a more structured approach towards managing the inventory procurement process. Plans assist in letting you review yourstock replenishment requirements, calculate your estimated stock purchase values, and review your product sales and purchasing activity for individual items, as well as their current holding levels, both in list and graphical form
It is now possible to have the system automatically include a surcharge amount on certain payment methods such as credit cards for customer transactions.
Customer Contract Pricing (referred to as Stock Item Pricing in previous releases) now supports the ability to import contract pricing from external data sources, such as spreadsheets.
The Create EFT Payments utility has been enhanced with a new transaction preview window. The preview allows users to view payments that will be included in the resulting ABA file and selectively exclude payments before the final file is created.
It is now possible to export the Calculate Order Statistics window results found in the Back Order Control Centre.
The transaction audit trail history of each transaction in the system is now shown on the transaction's Info tab. Users can now view when a transaction was edited and by whom without having to run a separate report.
The Global Stock Delete function has been enhanced with improved user interactivity. Stock items to be deleted are now optionally presented as a list of candidates. An option is then provided to deselect items you may wish to keep before their removal.
Stocktake interface presentation has been upgraded. A new Update column permits stocktake quantities to be entered accumulatively. This makes it easier for several users to work on the same stocktake simultaneously or where the same item is found in many different shelves or bins.
Account Sales History will open a window displaying product sales related to the selected account. You may view this window from the invoicing, sales orders or quotations areas, by clicking on the History button. The window supports stock tagging so you may select items for pasting into the transaction from this window. Requires CAPITAL Corporate Edition.
Price Catalog is a new stock related pricing feature that allows users to better
manage product catalog pricing.
Catalog Wizard has been enhanced to support the new Price Catalog feature. Catalog documents may now be produced from existing Price Catalogs as well as directly from your stock database. Requires CAPITAL Corporate Edition.
The Corporate Edition Record Locking Scheme has been enhanced to provide
additional information on which computers or network sessions are holding locks open. Information is now available not just on the current lock but on all locks for all users pertaining to a particular table. For example, if an operator wishes to perform a global stock update of some type, the system can now present that operator with a list of all users who may be preventing that process from proceeding. The system now also reports additional lock information such as the user Window's log-in and the application that triggered the lock event.
Live grid searching has been optimised to reduce network load and improve response times in LAN based networks.
Documents Library has been enhanced in several ways: It is now possible to
associate an icon image with a document link, re-organise the document tree using drag and drop, or via the keyboard, and group documents by document type. A standard document type list comes supplied, such as audio, video, Word Doc, Excel spreadsheet, and so on. But the list may be edited and your own types added.
Numerous other improvements have also been made. For a full list consult the Documents Library Concepts and Reference pages
It is now possible to access transaction notes from Customer Transaction summary entries and assign notes to customer payments.
Motor Vehicle Car Log has been added as a feature to Asset Manager. Requires CAPITAL Asset Manager.
New Report: Register Sales Activity. Requires TouchPOS Point Of Sale.
It is now possible to create and assign transaction based HTML templates to each type of system transaction. For example, a HTML frame may be designed for presenting invoices, another for quotations, a third for customer statements, and so on. This feature significantly improves the overall presentation potential of transactions that are emailed directly through CAPITAL. Also, if a transaction specific template does not exist, the system will now use the default system template when emailing transactions. Requires Electronic Document Exchange.
When invoices and sales orders are first saved, the time of their creation is now recorded. The time can be inspected on the Info tab of the transaction.
It is now possible to tag all the components of a stock kit and copy tagged
components into other stock kits or into transactions. It now also possible to
selectively tag stock items found in stock control, or stock items listed on
transactions, and paste them into kits. This feature makes it easier to quickly create new kits or change the components of existing stock kits.
The Whiteboard display may now include an optional additional column on the left, listing all jobs that are pending scheduling.
The Whiteboard display now has a Rolling Start feature. Days earlier than the current day are not presented on the calendar and the Whiteboard always presents the schedule for the week ahead.

New in CAPITAL Office 8.5.1011f (Apr 2, 2014)

Grab Case capability added to Return Authorities. Case related information may be loaded directly into Return Authorities without re-keying of information. Requires CAPITAL Sales Force Manager.
Send SMS feature added to Case Manager. Requires CAPITAL Sales Force Manager.
Marketing Campaigns permits users to track budgets, expenses and revenue generated by executing promotional activities. Requires CAPITAL Sales Force Manager.
Merge Contacts will merge the activity history of two contacts into a single contact.
Customer and Supplier accounts can be set to automatically prompt to transfer their record details into Contact Manager when new records are added to the system. For further information consult the topic: Customize Contacts. Requires CAPITAL Sales Force Manager.
Stocktake Scan is a new feature of stocktaking that allows you to enter counts directly using a plug-on barcode scanner. This is convenient when you wish to count using mobile devices such as tablet PC's.
A new Tutorials menu selection on the help menu consolidates the various white papers and introductory tutorial materials found on the CAPITAL Business Software website, in one easy to access location. Tutorials are automatically downloaded onto your local system for future access.
Contact Manager has a new standard query for maintaining contact records and finding and removing redundant contact records. Requires CAPITAL Sales Force Manager.
Service Manager jobs that appear on the Service Manager Scheduler may now be filtered by job category.
Different holiday periods by state may now be specified when entering holiday periods used by the Service Manager Scheduler.
Service Manager Job Templates are predefined Service Manager job cards that do not appear on the standard job list. Templates are useful when you have similar types of jobs and wish to define a standard job that can be easily copied into an actual job. For example, a template can be created for an engine recondition, general service, etc., including all job details, parts/materials, expected labor, job stages and so on. Templates differ from quotes in that quotes are created for specific customers or prospects. Templates can be used more generically. Requires CAPITAL Enterprise Edition or higher.
Service Manager Stage Templates are predefined stage lists that can be easily copied into job cards. Stages already entered on job cards may be loaded into Stage Templates. Requires CAPITAL Enterprise Edition or higher.
Existing Service Manager timesheet entries may now be selectively copied or moved to other jobs or other sections of the same job. To copy or move timesheets, open the timesheet list and tag the entries you wish to duplicate and then press either Copy or Move.
Existing Service Manager parts/stock entries may now be selectively copied or moved to other jobs or other sections of the same job. To copy or move parts, open the parts list and tag the entries you wish to duplicate and then press either Copy or Move.
Service Manager timesheets may now optionally contain text describing the labor task performed. The description has no practical size limit. These are transferred onto the service invoice.
When copying job cards it is now possible to also copy timesheet entries, general notes and document links. Stage Templates may also be copied into a new job card at this point.
Within Service Manager it is now possible to bill by stage range and group billable items by stage. Stage names and stage descriptions may be included on the produced invoice. Requires CAPITAL Enterprise Edition or higher.
Service Manager Stages may now contain unlimited descriptive text describing the stage and notes relating to the stage. Stages can also be easily copied via a new copy feature. Requires CAPITAL Enterprise Edition or higher.
Whiteboard is a new feature intended for displaying a job schedule calendar of activities on a large LCD panel or equivalent in a work area. Requires CAPITAL Service Scheduler.
The color of the status bar may be specified by individual company, which can visually assist users in remembering which company they have open. For information on setting the status bar color consult the topic: Company Information Customization.

New in CAPITAL Office 8.4 (Apr 2, 2014)

Date input has been improved with fewer keystrokes now required to deal with entering dates assigned to end of month time periods.
Contact Manager next contact date may now be displayed on the system calendar. Requires CAPITAL SALES FORCE MANAGER
Importing & Shipment Costing has been enhanced with numerous new features including:
The ability to have open and manage multiple shipment costing jobs simultaneously.
Pending shipments may be listed by shipment number, creation date, ETA, vessel, agent, container number and other criteria.
Shipments are now assigned a selectable status, such as 'stagging', 'In Transit', 'Customs', etc.
Improved selection and subtotal tracking of shipment assignments
Costed (completed) shipments may now be searched by multiple criteria on-screen, such as creation date, arrival date, agent, container number, etc.
A report of goods assigned to a shipment may be generated before costing commences. The report is template based and can be customized.
Unlimited note information may now be linked to individual shipments.
Requires CAPITAL Enterprise Edition or higher.
The Pay Multiple Suppliers utility has been redesigned. It now incorporates a cleaner, faster and easier to use user interface. Outstanding transactions for all supplier accounts are now listed on screen, as well as unallocated payments and credits (for reference purposes). This reduces the number of mouse clicks or keystrokes involved in paying multiple suppliers. New filtering options include 'by department' and 'by currency.'
The InTray is a new feature that can be used to access a mail box and download customer and contacted related mail. Included functionality features:
The ability to view plain text and HTML mail.
Access to regular and SSL mail boxes (such as Hotmail/Live/Outlook Online).
Automated routing of mail for filing under contact or case records.
Junk mail filtering
Requires CAPITAL SALES FORCE MANAGER
Tip of the Day provides new pieces of educational information to individual users on a daily basis. The Tips system can be selectively turned off. Tips can also be reviewed by selecting from the menu Help|Tip of the Day.
The Create Purchase Orders utility found under the Toolbox menu in Sales Orders is a quick and easy way to create purchase orders required to fulfill the requirements of a selected sales order. You may choose to only order the stock specific to the sales order by ignoring system reorder levels, or you may choose to order additional stock to meet all your outstanding requirements as applicable for those particular items. This feature does not replace the automatic purchasing tools, however it is useful for situations such as meeting the needs of special items or priority orders. (Or where the more sophisticated automatic ordering tools may not be needed.)
The Customer Annual Group Sales report is a new template based sales analysis report (presentation may be customized using Visual Builder) that groups product sales under each customer account, and then compares products sold over the course of a year. Sale and quantity information is consolidated by month from January until December.
The Back Order Account Manager is a new tabbed area found in the Back Order Control Centre useful for reviewing pending back orders organized and grouped by individual customer account. Requires CAPITAL Corporate Edition.
It is now possible to view customer statement information in the Back Order Control Centre, by clicking on the new Statistics button.
The Back Order Control Centre has a new tabbed area called Allocations. This area lists all stock on back order that has been allocated ready for invoicing or picking, in the date and time sequence in which those items have been allocated.
The Address Details function found under the View menu in the Back Order Control Centre now permits transaction billing, shipping and reference information to be updated without having to re-save the original invoice or sales order.
Service Manager may now link to tasks in order to associate a 'routing' with a job. For further information on this topic consult: Service Manager Tasks.
The Schedule Next Action function allows follow-up activities to be created, including reminders, for one or more contacts within Contact Manager.
Requires CAPITAL SALES FORCE MANAGER
Contact information such as phone numbers and addresses may now be stored directly inside Tasks and Appointments. Google Maps information may also access this new information.
Print buttons have been added to Tasks and Appointments.
Unlimited note information may now be recorded against staff members with the addition of a new Notes tab button.
Assembly Tasks and work orders may now be more flexibly generated from sales orders. Users may selectively transfer line items from sales orders onto assemblies by ticking applicable items under the Work Order column. Linking a manufacturing code is now optional. For more information consult the topic: Transaction Columns.
Requires CAPITAL Enterprise Edition or higher.
Stock kits not set to expand automatically may now be optionally expanded when entering them on transactions by holding down the SHIFT key before pressing ENTER.
Stock Hide Mode is now available for quotations and sales orders.
It is now possible to link System Note Pads directly to Screen Editor Note Area fields. In practical terms this means it is now possible to store, view and edit note information of no practical limit directly on screen areas such as stock, customers, job cards, contacts, etc. For further information consult the topic: Screen Editor Field Entry.
Send SMS capability added to Contact Manager. Requires CAPITAL SALES FORCE MANAGER
A query constructed using Query Builder may now include a CBS expression as a value to compare against. For example a query can be set once to match all customers who have been active within the last two years.
A query constructed using Query Builder is no longer limited to being visible to the user who created it. Selected queries may now be specified as publicly visible to all users.

New in CAPITAL Office 8.3 (Apr 2, 2014)

The My Work Day area presents on a single screen key monitoring information about your business activities. My Work Day summarizes appointments, to-do list tasks, quotations requiring follow-up, unpaid customer or supplier invoices, service manager job statuses, statistical information on income and assets and an overview of your workload. For users of CAPITAL SALES FORCE MANAGER, it is also possible to monitor the status of open cases, leads, opportunities and contacts who require follow-up.
The My Work Day screen can be customized to show only the information you are interested in viewing and it is possible to open or manage (such as by re-assigning tasks to different users) the various activities being monitored. Activity can also be displayed for a specific user or for all users in the system.
Form printing through Visual Builder is now optional. It is now possible to print forms such as invoices, quotations and statements directly from CAPITAL Business Manager or CAPITAL Sales Force Manager, without having to launch Visual Builder as a separate application. To activate local direct printing do the following:
From the main menu select Company|Preferences|Form Settings
Untick Enable Distributed Printing.
Press Save.
This setting must be specified on each individual computer where you wish this behavior change to take effect.
It is now possible via Connectivity Customization to specify a default method of form dispatch. For example, if you send the bulk of your documents electronically, you may specify this as a system default. Users may still override the system default and print, Email or fax their documents on a case by case basis as required.
Requires Electronic Document Exchange
CAPITAL Business Manager and CAPITAL Sales Force Manager can now synchronize with the Microsoft Outlook Calendar, Tasks and Contacts systems. To synchronize with Outlook press the Synchronize button found on the toolbar in the applicable software area.
Features include:
Synchronize primary customer records with Microsoft Outlook.
Synchronize primary supplier records with Microsoft Outlook.
Synchronize primary business relationship contacts with Microsoft Outlook
(Requires Sales Force Manager.)
Synchronize sales leads with Microsoft Outlook.
(Requires Sales Force Manager.)
Synchronize appointment calendar entries with Microsoft Outlook calendar.
Synchronize tasks (to-do list) items with Microsoft Outlook tasks.
The area that is synchronized, the direction of the synchronization (into Outlook or into CAPITAL or an exchange between both) and the individual contact fields that are exchanged, can be customized using the configuration and mapping tools provided.
Shipping Dockets is a new feature specific to Corporate Edition. This feature allows you to search and manage shipping dockets recorded in your system. A shipping docket may optionally be generated with all or certain goods that are dispatched from your premises. When an invoice is generated by the system, an associated shipping record may be produced. This record can be used to print a shipping docket if required or trace when a shipment was dispatched. Some carriers will issue their own shipping dockets while you may wish to generate your own selectively. The shipping docket system may be used in conjunction with a barcode scanner.
When generating customer statements you may now also print or attach to your Email, copies of the individual transactions that compose the statement. For further information on this feature consult the topic: Statement Reference.
Contact Manager has a new split screen mode that can display the last communication with each contact on your contact list.
Requires CAPITAL Sales Force Manager
It is now possible to import an entire folder and its sub folder contents into Document Manager using the new Import Documents feature.
Requires Sales CAPITAL Force Manager.
You may now add tasks and appointments directly from the Make a Phone Call and Receive a Phone Call windows.
Requires Sales CAPITAL Force Manager.
Address Maps have been enhanced with a new Web button which will open your address using your default web browser to allow further navigation such as street level views, etc.
Time zones for different areas of the world may be viewed from the toolbar menu.
The Fortress Database Server Status window provides information on the database server's configuration and status, connected users, and open tables, for the Corporate Edition of CAPITAL Office. It is also possible to disconnect users using this tool.
New dashboard gauges have been added to SALES FORCE Manager:
Calls Made Activity
Calls Made Summary
Calls Received Activity
Calls Received Summary
Email Sent Summary
Email Received Activity
The Bank Deposit List report may now include the customer's BSB and bank account number if required.

New in CAPITAL Office 8.2 (Apr 2, 2014)

Service Manager Job Scheduling is a new component available for CAPITAL V8 which integrates with Service Manager. The Service Manager component is required.
Hire Manager is now available as a V8 component.
Case Manager for CAPITAL Sales Force Manager has been enhanced with the ability to link transactions of various types to cases and add tasks and reminders. New information tracked by Case Manager include: Street and mail addresses and next action date and times.
The Corporate Edition Record Locking Scheme has been enhanced to provide information on which computers or network sessions are holding locks open. This can assist in determining who within the business has information locked that others may require access to. For example, if a user is editing the details of a customer account and has not yet saved his changes, other users who may need to edit the same account may now more easily identify who is preventing them from proceeding with their own work.
Freight may now be merged into inventory value using Stock Transfers when the configuration setting Merge Freight Cost Into CIS is activated.
Requires Enterprise or Corporate Editions.
It is now possible to edit and change the account code of unallocated payments, invoices and other transactions from within the customer and supplier transaction management area. This simplifies the task of moving transactions that have been assigned to the wrong customer and supplier accounts. Previously, the transaction had to be deleted and re-entered, or reversed and re-entered.
The new Dispatch SMS interface facilitates the sending of information directly to mobile phones via text messaging.
Any notes attached to Sales Leads in Sales Force Manager are now automatically copied to customers, contacts, opportunities and tasks when applicable, during the lead conversion process.
Screen Editor has been enhanced with new page objects which include a Time input field and an Internet browsing object useful for displaying the websites of your customers, suppliers, etc.
Integration with Google Maps for accessing address location information.
The related stock cross-referencing system has been enhanced: Related Stock Management.
It is now possible to roll back a financial year from within the General Ledger by selecting from the menu Toolbox|Maintenance. Consult the General Ledger Help for further information.
Individual graphs on the Dashboard can now be magnified in size by using the Graph Zoom feature.
Collections Manager has been enhanced with additional column and sorting options and additional integration with the Debt Collection Notes system.
Corporate Edition Only
Selected Card Files can be added to the application's main menu on start up for quick access.
Query menu in Customers and Suppliers now allow users to optionally only view accounts that have been active in the last 12 months.

New in CAPITAL Office 8.1 (Apr 2, 2014)

The Import Customer Transactions interface is a new more powerful system for importing customer, sales and payment transactions from external systems such as other business applications and websites.
It is now possible to list supplier and cashbook allocations by tax code, GL or expense code, transaction number, date and amount. To view transaction allocations open the Suppliers area, click on the Overview vertical tab, and then click on the Allocations tab at the top of the window.
Transaction Crash Recovery is a new feature that saves your transaction data input every 60 seconds automatically in the background. In the event that your computer crashes or is disconnected from your network, any data input work you have made but not yet saved, can be recovered automatically. When returning to the transaction entry area, if a recoverable backup file exists, you will be prompted to recover your input work. For Transaction Crash Recovery to work successfully, you must log back into the same computer or session where the failure occurred, as back-up files are stored in your personal data folder.
Cheque Writing and Payment Printing Utility has been enhanced to support bulk emailing and faxing in conjunction with the Electronic Document Exchange Component.
Collections Manager available for Corporate Edition offers more efficient and organized control over customer debt tracking and management.
Menu Item Editor allows the presentation and availability of icons on the sidebar and main menu to be changed by user
Excel file output has been upgraded to support Microsoft Office 2003, 2007 and 2010 file formats.
OfficeLink has been enhanced to also now support Open Office 3.
Improved formatting and presentation for Excel spreadsheets created by CAPITAL Business Manager.
Pick Lists may now be printed based on date of allocation of stock and other criteria. For further information consult the topic: Print Pick Lists.
Stock on sales orders may now be allocated according to the current free stock level at the time of saving the order. For further information consult the topic: Sales Order Customization
Sales orders may now be set to default to not releasing partial shipments. For further information consult the topic: Sales Order Customization
Transactions that affect stock levels may now be set to disallow negative stock situations from arising where possible. This feature does not support backward compatibility with Series 7
Invoice type 8 transactions may now be set to either ignore or reserve (allocate) stock when saved. This feature does not support backward compatibility with Series 7
Full multiple document interface design. Multiple areas of the application may now be opened at once and easily switched between. For example, it is now possible to have several invoices, purchase orders, customers, stock items, etc., open and click quickly between them.
Dramatically Improved software presentation and design.
Upgraded grid control presentation and functionality throughout the system. Nearly all grids now permit the addition and removal of columns. Column arrangements can now be saved by user preference in nearly all areas. The sorting of information can also be changed by clicking on selected column headings.
Information on grids can now be exported by clicking right-mouse, Export. Exported data can be saved as text files, spreadsheets and other types of data files.
The Dashboard now provides summary and statistical information on the status of your business.
Favorites allow you to bookmark transactions, accounts and records that you frequently visit, permitting you to access them quickly. The history feature records where you have recently been so that you can go back quickly to an area you have recently worked in.
Most areas of the software now include an easy to use toolbar search function (similar in style to that found in Internet Explorer).
Live Search is a new feature that permits you to locate information quickly by simply typing the information you're looking for onto the grid of information being presented.
Improved, easier to manage, user security profile manager.
New Appointment Calendar.
New Task and Reminder features.
The new Send Wizard allows you to e-mail, print or fax selected or all records of your customer, supplier, contacts, job card or card file databases. This is useful for e-mail marketing and other purposes.
New and improved note pad areas have been added to Customers, Suppliers, Stock Control, Service Manager and Card Files. Notes may be individually titled and dated, made private, and assigned to specific users. Note information now also supports fonts, colors and includes integrated spell checking.
New integrated Documents feature allows documents such as spreadsheets and forms, graphic files and diagrams, and most other types of files, including website links, to be attached to individual Customer, Supplier, Stock Control, Service Manager and Card File records. Documents and links may be hierarchically organized into groups under each record's filing cabinet.
All customer, supplier, service jobs, hire jobs and contact records may now have multiple contacts per record.
New Import Wizards make it easier to load external information such as spreadsheets into your database.
New 'Contains Within' search using Stock Power Find for Corporate Edition.
The general ledger is now integrated into the main business system. CAPITAL General Ledger supports 'drill-down' and many other new features.
Ability to filter viewable records by user defined criteria using Query Builder. For example, create lists of customers by state, category, postcode range, account type, etc. The filtered list can then be exported.
The Back Order Control Center now includes a new dual item/order view: 'Items' for all individual items on back order and 'Transactions', which only lists transactions remaining on back order.
The Cash Management system now includes the ability to selectively transfer reconciled funds between cashbooks.
New Script Editor tool for creating and managing custom scripts.
New dynamic configurable time sheet entry system for Service Manager users. Time input entry can be customized by individual user to capture only the input relevant to your business without having to repeatedly skip over irrelevant input fields. For security purposes sensitive input fields may also be hidden, such as cost per hour.
Many Standard Library Reports may now be directly saved as text files, Excel Spreadsheets, database (DBF) files, and Portable Document Format (PDF) files.
New report added to reporting menu: Stock Sales By Postcode Range.
Data Navigator added to CAPITAL Server Agent.
Totally integrated with CAPITAL Sales Force Manager, the CAPITAL Customer Relationship System (CRM), available separately.
Assembly Manager now supports the ability to attach documents and diagrams to assembly templates and tasks.
Card Files may now be organized into groupings by tabbed area. The ordering, description and group the Card File has been assigned to can be completely customized. New tabbed groups can be added (or removed) as desired.

New in CAPITAL Office 7.6 (Apr 2, 2014)

Goods received into stock from purchase orders may now be automatically allocated against pending back orders on a from-oldest-back-order-in-system basis. For more information on activating this functionality consult the topic Back Order Installation Options.
It is now possible to include customer and supplier product codes when performing product searches. For more information on this topic consult: Customer & Supplier Product Codes. Requires Enterprise Edition.
For general ledger analysis it is now easier to divide sales by department by using the new general ledger priority mode 2. For further information consult the topic: GL & Foreign Currency.
Products regularly purchased by your customers may now be stored as templates that can be loaded into sales orders. Requires Enterprise Edition. For more information on templates consult the topic: Sales Order Templates
CAPITAL Office now offers several choices on how tax related expenses are tracked within the system. The Fast Recording Method is equivalent to previous versions of CAPITAL with certain enhancements and short-cuts. The new Detailed Audit Method is useful when your tax recording requirements are more complex. For information on the new systems available and their advantages and disadvantages consult the topic: Tax Recording Methods.
A new posting mode called LivePost has been introduced into the Corporate Edition of CAPITAL Office. LivePost does not create or update general ledger system batches but posts journal balances directly to CAPITAL General Ledger, the general ledger. This feature is useful if you wish to frequently view general ledger balance and print financial statements throughout the period, since there is no longer a need (when operating in this mode) to run the End Period Wizard, or review and post automatically generated system journal batches.
For more information on the implications of operating LivePost, and in particular the impact of LivePost journaling on your inventory valuation, consult the LivePost topic in the CAPITAL General Ledger Reference Guide. For information on how to activate LivePost consult the topic: Installation|GL & Foreign Currency.
The Cost Price Out Of Date feature provides active feedback to users on the status of cost prices during invoice, sales order and quotation entry. If a cost price is too old, users will be warned to confirm the price. The Cost Price Out Of Date warning feature automatically checks the last purchase date, considers fixed or agreed pricing where applicable, and allows operators to automatically or manually confirm that pricing has been checked even if no purchases have recently taken place.
Information on customer debt and payment commitments can now be placed inside a 'Debt Collection Notepad' found in the Customer's area under the View menu. Any information placed in this note pad will be transferred beneath the relevant entries on applicable reports, such the Customer Account Balances Report. Debt related notes can also be reviewed during payment entry. For more information on note pads consult the topic: System Note Pad Management.
A new transaction type has been introduced in the Corporate Edition release of CAPITAL called 'Return Authority.' For more information consult the topic: Return Authorities.
Customer Mailing List Letters now support bulk e-mail and fax output when the CAPITAL Electronic Document Exchange Component is installed.
The supplier transaction entry system has been substantially enhanced. For more information on this subject consult the topic: Supplier Transactions Reference. In summary the major new new features include:
Detailed reference information (narrations) for any invoice or payment may contain an unlimited amount of text notes.
Supplier transaction information such as date, reference, payment allocations, etc., may now be viewed in detail even if the operator does not have edit rights for the transaction (although the transaction may not be changed without sufficient security clearance).
The tax component of a supplier invoice can be suggested for you automatically, based on the invoice total.
You may now add a transaction and enter its related payment immediately. This short-cut allows you to enter an invoice and its payment in one step.
You may add a transaction and copy its details into subsequent transactions during data entry. This allows you to enter similar transactions for the same or different accounts very quickly.
Supplier transactions may now be saved as templates. A template is a copy of the basic elements of a transaction. Using them allows you to enter similar or repetitive transactions quickly. For example, if you are always entering a phone bill into the system from the same supplier, with the same expense allocations, saving the transaction as a template means that you do not have to enter the same basic details over and over again. For more information on templates consult the topic: Supplier Templates.
A new category of customer price rule, called the default price rule, has been added to Customer Special Pricing. Default price rules are similar to global price rules, except they are checked last instead of first. This is useful for defining default pricing conditions for multiple customer price groupings.
Those CAPITAL standard reports that can be saved as data files of various types, can now also be saved as Excel spreadsheets (.XLS format). Stocktake exports can also be saved as Excel spreadsheets.
You may now selectively print multiple individual invoice transactions using the Transaction Printing utility by marking them as 'special' and ticking the 'Special Only' setting before printing.
You may now select to sort transactions by account code, transaction number, carrier, department, date and many other criteria when printing using the Transaction Printing utility.
In addition to the user defined field BARCODE, the Extended Transaction Searches feature will now also search the fields BARCODE0 through to BARCODE9, if they exist. When attempting to match a product code during transaction entry, the system can now search up to 14 product code cross-references per stock item simultaneously.