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Portable Bed & Breakfast Tracker Plus Changelog

What's new in Portable Bed & Breakfast Tracker Plus 1.1.9.1

Oct 22, 2015
  • Fixed Import problem in Expense Tracker regarding Tax Deductible setting.
  • Improvements to Reservation Tracker's Tax Report and Deposits Report.
  • Added Sort by Reservation Date to Reservation Tracker.
  • Fixed problem with printing Confirmations, etc. in Reservation Tracker.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.9 (Oct 6, 2015)

  • Fixed a problem adding Other Charges for multiple days/nights in reservation tracker
  • Improvements to the Property Management Invoice
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.8.5 (Jul 2, 2015)

  • Expense Reports now show "Depreciate" and "Not Deductible" properly if the "Tax Deductible Only" option is deselected.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.8.4 (May 1, 2015)

  • In the Vacation Unit Tracker History field if the Reservation does not exist for some reason, you now have the option to Restore it (to some extent).
  • Improvements to Add Other Charge feature in Reservation Tracker.
  • Improvement to Property Management Invoice totals in Expense Reports.

New in Portable Bed & Breakfast Tracker Plus 1.1.8.3 (Mar 28, 2015)

  • Add Payment in Reservation Tracker now adds Security Deposit payments to Other Income Tracker automatically if that Preference is set
  • When a Payment is added to a Reservation the Status is changed to Reserved after a confirmation
  • The Add Repair Notes to the Work Order feature is now working again in Work Order Tracker
  • Improvement to the Other Income Tracker Report
  • Improvements to Account Register
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.8.2 (Mar 12, 2015)

  • Improved Rent Roll
  • Improved Expense Report
  • Improved Tax Form Report
  • Improved Property Management - PM Invoice
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.8.1 (Jan 16, 2015)

  • Fixed the Option button in Reservation Tracker's Confirmation and Receipt printing window..
  • Updated Exchange Rates in the Universal Calculator's Currency Money Exchange section.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.8 (Jul 28, 2014)

  • Fixed Auto Import Income in Other Income Tracker to ignore zero payments
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.7.2 (May 19, 2014)

  • Reservation Tracker:
  • Added Address to the information sent to Marathon/Synapse for Credit Card processing. This should prevent some declines.
  • You can now Print the Daily Reminders list in Reservation Tracker.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.7.1 (May 19, 2014)

  • Reservation Tracker:
  • Sub Total added back to Confirmations when no Payments have been made.
  • Account Register button in Other Income Tracker fixed.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.7 (May 19, 2014)

  • Reservation Tracker:
  • Improved Confirmations and Receipts
  • Removed duplicate Total Charges line
  • Deposit and Deposit Returned are no longer removed from Charges in Receipts
  • Fixed problem with ending balances after returning a deposit
  • Fixed other problems with returning a deposit
  • Improved adding Other Charges and how these got reported in a PM Invoice
  • Improvements to Specified Period option in PM Invoice.
  • Critical fix to PM Invoice
  • Contact Tracker:
  • Improvements to List Contacts report.
  • Reports with bolded lines are now printed correctly but no longer have footers.
  • Added support for printing on A4 paper in reports. A4 option must be set in Print Invoice options
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.6.5 (Dec 18, 2013)

  • Reservation Tracker's New Occupancy Report totals all rents, and exempt rents, for any period of time, for local tax reporting. A new OTE (Occupancy Tax Exemption) option has been added to the Notes section on the Reservation Tracker records, to indicate exemption. All reservations longer than a specified number of days are exempted.
  • Several improvements to the Property Management Invoice (PM Invoice in Expense Reports).
  • Fixed a problem with Auto Import Income in Other Income Tracker.
  • Export files can now be saved in CSV format.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.6.3 (Jun 22, 2013)

  • Has a minor fix for Amazon downloads.

New in Portable Bed & Breakfast Tracker Plus 1.1.6.2 (May 16, 2013)

  • xpense Tracker that has the new ADE feature, please send an email to support @ productivity-software.com and request instructions regarding exporting your data.
  • Improvements to Check Printing
  • Improvements to Combine feature in Expense Tracker
  • Help button in 1099Misc window fixed
  • Improvements to Transfer to Account feature
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.6.1 (May 16, 2013)

  • Taxes on Charges in Reservation Tracker which are a percent or a multiple of an amount are now more clearly listed.
  • The Tax Report in Reservation Tracker Reports, now has an option to report only completed reservations.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.6 (Feb 7, 2013)

  • Modifying a Guest's name now updates Contact Tracker
  • All Dates in Schedule Checker now works properly
  • When you set an Expense Tracker record to Tax Deductible, then the Expense type is now added to the Tax Deductible Expenses list and subsequent records for that Expense Type will always be treated as Tax Deductible.
  • Fixed miscalculation when adding tax to an Other Charge that is a percent to Reservation Tracker Charges.
  • Adding a Sale Date to a Vacation Unit Tracker record now removes that Unit from the Availability chart.
  • Added unlimited photos to Asset Tracker.
  • Fixed Add to Contact Tracker feature in Owners/Managers window
  • Taxes are no longer added to Total Rent Due in Property Management Invoices when Add Taxes is not enabled.
  • Added Size selector to Check Printer and made Voucher resizable.
  • Improvements to PM Invoice
  • Clicking the "E-mail" label in Contact Tracker will now either copy the e-mail address to the clipboard for pasting into your e-mail program or open a new e-mail for that contact in your desktop e-mail program.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.5.3 (Feb 7, 2013)

  • An import problem in Expense Tracker was fixed
  • Fixed miscalculation when adding tax to an Other Charge that is a percent of the Rental Rate to the Reservation Tracker Charges.
  • Adding a Sale Date to a Vacation Unit Tracker record now removes that Unit from the Availability chart.
  • You can now add an unlimited number of photos to Asset Tracker.
  • Taxes are no longer added to Total Rent Due totals in Property Management Invoices when Add Taxes is not enabled.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.5.1 (Nov 22, 2012)

  • Reservations can no longer be made for Units listed as Not Available in Unit Chooser.
  • Modifying a Guest's name now updates Contact Tracker
  • All Dates in Schedule Checker now works properly
  • When you set an Expense Tracker record to Tax Deductible, then the Expense type is now added to the Tax Deductible Expenses list and subsequent records for that Expense Type will always be treated as Tax Deductible.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.5 (Sep 18, 2012)

  • There is a new Waiting Reservations Report in the Reservation Report window. You choose this and Other Reports from a new drop down menu at the top right of the window.
  • Added a check for conflicting reservations to Availability Checker.
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.4.1 (Jul 12, 2012)

  • In Reservation Tracker's Preferences you can either Calculate the number of weeks before Arrival that the deposit is due or Always use the Reservation Date for the Deposit Due date.
  • Default Arrival and Departure Times have been added to Reservation Tracker's Preferences
  • You can now enter a 1st Payment of 100% in Reservation Tracker Preferences
  • All Dates in Reservation Confirmations, Receipts, etc. are now in a more international friendly format.
  • The Reservation Date can now be added to the Second Column in Schedule Checker for Arrivals or Departures.
  • Reservations can now be automatically added and updated to multiple installations of the software. Additional registration numbers are required to do this. There is one file to install on a server or shared computer, but no other software is required.
  • Transferring funds from one Rental Expense Tracker Account to another is now possible again.
  • Improvements to Backup and Restore
  • Other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.4.0 (Jun 11, 2012)

  • There is a new Suppress Restore Continue Dialogs option in the General section of the Preferences window, which allows the Restore Records process to proceed without any user interaction. If this option is not enabled you will be notified when the records have been restored to each component of the software.
  • Schedule Checker now has an Arrivals & Departures option.

New in Portable Bed & Breakfast Tracker Plus 1.1.3.7 (May 22, 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.

New in Portable Bed & Breakfast Tracker Plus 1.1.3.6 (May 2, 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.

New in Portable Bed & Breakfast Tracker Plus 1.3.3.2 (Dec 13, 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.

New in Portable Bed & Breakfast Tracker Plus 1.1.3.1 (Dec 2, 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.

New in Portable Bed & Breakfast Tracker Plus 1.1.3 (Nov 16, 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.

New in Portable Bed & Breakfast Tracker Plus 1.1.1 (Aug 26, 2011)

  • Added Vacation Protection Policy to Reservation Tracker's Other Charges.
  • Several other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.1.0 (Jul 21, 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.

New in Portable Bed & Breakfast Tracker Plus 1.0.9.1 (Jul 21, 2011)

  • Fixed a problem with the Occupancy Rate report when date format was dd/mm/yy
  • Fixed Edit Line feature in History section of Vacation and Resort Unit Tracker
  • Improved status check when going to another record in Reservation Tracker
  • Fixed Tax Report in Reservation Tracker's Other Reports
  • Several other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.0.9 (Jul 21, 2011)

  • Arrival and Departure times are now added to the Arrival Reminder in Reservation Tracker's Admin Tasks.
  • If you change an Arrival or Departure date for an existing reservation you are now asked if you want to change the amount due.
  • Added Guest Names to the Daily Reminders in Reservation Tracker
  • Added option to add reminders to return security deposits to Daily Reminders.
  • You can't create a Confirmation for a Waiting or Canceled reservation.
  • You can't create a Receipt for a reservation with no payments.
  • New Reservation Tracker preference for the 1st Payment Due Amount.
  • New Reservation Tracker preference for the 1st Payment Due Date.
  • Added Unit name(s) to top of Confirmation.
  • Added new Confirmation Options preference to Show Rate Names instead of Unit Name (if more than one unit on reservation) or "Rental Charge".
  • Moved Balance Due line to end of Confirmations.
  • First Time Users who Click Here to Set Initial Preferences are now offered the choice of setting the Desktop Cover immediately.
  • When you are changing a date - if the date field is not empty and you click a Choose button - the month, day and year for the date to be changed are displayed instead of the current date.
  • Added Temperature and Area converters to the Universal Calculator
  • Several other minor improvements.

New in Portable Bed & Breakfast Tracker Plus 1.0.8 (May 6, 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.

New in Portable Bed & Breakfast Tracker Plus 1.0.7.2 (May 6, 2011)

  • Fixed minor problem in Backup button that could exclude Asset Tracker and Work Order Tracker.
  • The Deposit amount is now called a "Final Payment" when PrePay Charges and 1st Payment features are both enabled in Reservation Tracker's Deposit section.
  • Improved Contact Chooser feature.

New in Portable Bed & Breakfast Tracker Plus 1.0.7.1 (May 6, 2011)

  • Minor fix to Restore button

New in Portable Bed & Breakfast Tracker Plus 1.0.7 (May 6, 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.

New in Portable Bed & Breakfast Tracker Plus 1.0.6 (May 6, 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.

New in Portable Bed & Breakfast Tracker Plus 1.0.5 (Nov 7, 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.

New in Portable Bed & Breakfast Tracker Plus 1.0.4 (Nov 7, 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. Go to http://www.productivity-software.com/online_payments.html for more information about adding credit card processing.
  • Several other minor improvements.