New in FinanceBase 2.3 (Jun 6, 2015)
- New Features:
- Demo Has All Modules – All modules are now provided with the FinanceBase demo version. Only when ordering does the module have to be selected.
- Increase Font Size – For high resolution monitors the font size may not be as readable as desired, especially those in List windows. By clicking on the F+ popup menu located at the top-right of most windows the font size can be increased by 1 or 2 sizes.
- Changes:
- Date Entry – All enterable date fields now use the system date format set in the operating system preferences. For Mac OS X, this is set in System Preferences>Language & Text>Region. For Windows it is set in Start>Control Panel>Regional and Language Options>Regional Options. A variety of formats can be selected by choosing the country or using customize. (For example, mm/dd/yyyy, yyyy-mm-dd). The internal format of mm/dd/yyyy is still used for application generated dates and for searches.
- Remembering Window Locations – The ToolBar and Help windows can now be remembered. This is very useful on larger monitors where the ToolBar is located to the far left and can now be moved to the center, if desired.
- Lastest Income Tax Data – Income tax data for the lastest available year is included for USA and Canada. Changes to Michigan (Property and Pension) and North Carolina (expemptions) taxes have been included. Added Canada OAS age because depending on year of birth, the age changes and the pension can be deferred to age 70.
- Setting Taxes For Country – The country and tax percentages can now be changed for Jobs and Transactions and the form change to show what has been set. Previously, only Canada was supported, not the USA, and the text and values were not consistent. Jobs now contain the values used independent of the defaults. Some Field Names have changed to make it clear that a Value Added Tax is being used for Jobs.
- Fixes:
- Accounts – The last day period record for accounts that have passed their end date was not being recalculated properly. This has been fixed. Changing of the Active Record check box was automatically set off when the End Date was passed which was causing problems when an account was not updated until after the End Date. This has been removed and the user must set the Active Record check box manually.
- Login – Any change to the Access included in a License Document was not being accepted. This has been corrected.
- Cash Flow Retire – Asset Movement text did not display taken assets for Person 2 and instead used Person 1. This has been fixed. The Charts window cannot be Auto Opened as it was creating a second window when the main window opened.
- Unique Names – Unique names for Accounts, Jobs, Children, Parents were not being checked properly and did not always make the changes to other records as expected. This has been fixed.
- System Admin Parameters – The System Admin is now a separate access (it used to be added to the licensed access) because the Demo now has all accesses available. Because of this change, some System Admin Parameters did not work. This has been fixed by using all the accesses permitted by the Demo or the License.