What's new in invoiceit!Pro 5.2.10
Jul 4, 2018
- We have made some changes to invoiceit!Pro, mainly fixes of some errors and some streamlining in the e-mail section.
New in invoiceit!Pro 5.2.08.3 (Sep 30, 2015)
- Job Reports - a new report is added "Job Activity by Staff". Select by date range, with subtotals by job. It complements the existing activity report by Job.
- Receipt - auto invoice message has been removed
- General Purchase entry - an error occurred when field 'Details' was left blank. A warning message now appears when you enter the net cost, but if still left blank, this is now also accepted.
New in invoiceit!Pro 5.2.08.2 (Jul 29, 2015)
- Australia only:
- BAS entry showed incorrect total when an asset had been purchased during reporting month
- Contacts menu:
- Write dropdown: Where used, Due date was not correctly written for invoices
- Credit manager: there is now a stop button for period 2 as well as periods 3 and 4
- Invoice menu:
- when reversing a credit with CR button a wrong stock count was recorded.
New in invoiceit!Pro 5.2.08.1 (Mar 4, 2015)
- Fixes:
- Accounting, AT Schedule: automatic transactions are extended up to 1 year ahead when 'auto-extend' is checked.
- This happens when you click on Accounting menu icon.
- NZ GST return: supplier refunds did not appear in Box 11 (Expenditure) and affected the GST calculations in Box 12.
- Contacts menu - Get in touch: when deleting an entry under "Number|Details" (like a phone number) and leaving it blank, an error occurred.
- Charges menu and its Find List now show item codes that were not assigned to Products nor Charges. Use move button to assign it to Products.
- E-mailing invoices/quotes in bulk, using RTF as attachment format: fix error that prevented binding to specific document in some instance; set print date after bulk mailing.
New in invoiceit!Pro 5.2.07.3 (Mar 4, 2015)
- Statement: An earlier fix to correct Total Balance was accidentally not transferred to the latest version.
New in invoiceit!Pro 5.2.07.2 (Mar 4, 2015)
- Setup p.3: P/O columns can't be adjusted, so the corresponding controls are now disabled.
New in invoiceit!Pro 5.2.07.1 (Mar 4, 2015)
- Task Manager: a bug prevented setting new tasks which has now been corrected.
- Kits: we have added the ability to add non-stock items (like labour, packing, etc.). For instant kits (available from Invoices - Pick List - Make Kit), we also added the option of selecting an existing kit.
New in invoiceit!Pro 5.2.07 (Mar 4, 2015)
- NZL/AUS/GBR Tax reports are set to specific type, as per Setup p.1 - when you change the default type for these countries, the tax report dialog will open for the alternate version. Previously this was ignored.
- Example: NZL and AUS tax reports where set to 'Receipts'. When changed to be based on 'Invoices' the general tax report dialog opens (instead of the pop-up reports). This gives greater flexibility.
- GBR VAT tax reports defaulted to 'Invoices' and you can now also apply receipts-based reporting.
- NZL/AUS GST detail reports have a new layout to make finding entry errors easier (sub totals by ledger and column layout that matches the summary reports). Both are now formatted to A4 portrait.
- Invoices CR button did not handle credit reversals of stock [inventory] correctly. This has been addressed. Applies to clicking on the CR button from a Credit.
- NEW:
- Accounting when applying customer refund of a sale, or applying a refund from a supplier you should make a reverse entry.
- For example, sales are entered in 'Deposit' column. A refund should go in the same column (select 'DEP' from Type dropdown), but as a negative amount.
- Likewise, an expense is entered in "Payment" column as a negative amount. A refund from a supplier should go in the same column (select 'PAY' from Type dropdown), but as positive amount.
- Neither was possible under the previous system and had to be entered in the opposing column because amounts could not be changed from positive to negative and vice-versa. Now you can double-click Payment or Deposit amounts and reverse them (after you confirm a prompt).
New in invoiceit!Pro 5.2.06.3 (Mar 4, 2015)
- on Purchasing menu, the General Purchases function (Accounts Payable) couldn't start when there are no previous entries.
New in invoiceit!Pro 5.2.06.2 (Mar 4, 2015)
- receiving P/Os: when this is confirmed, the total is transferred to Accounts Payable. Because of a bug, the wrong total was used, which caused a flow-on error when making part-payments of a P/O.
- Fixed balance update issue with P/Os
- Document links from Contacts menu are now sorted descending (for example, Invoices listing shows latest invoice on top).
New in invoiceit!Pro 5.2.06.1 (Mar 4, 2015)
- Statements e-mailed in bulk, using RTF attachment - a bug meant that statements did not show a single customer, but all. Fixed.
- Contact entry: before saving new entry, program checks if name already exists. If yes, prompts to open it.
- Changed web links to new website www.invoiceit.com
New in invoiceit!Pro 5.2.06 (Mar 4, 2015)
- New Feature:
- Pick List - keep open switch (allows selections without closing picklist) - on menus Purchasing, Quotes, Invoices, AutoInvoices
- Fixes:
- Receipt-based Tax report (US/Canada): remove tax from net total to avoid duplications
- Canada only: when adding products with Code dropdown, all taxes were applied sometimes (not just those the customer is set to)
- Invoice: line below taxes did not show
- Invoices Report screen: Summary by Invoice and Summary by Invoice Due Date produced error 3079
- Stock control: when Line Sort was showing, program did not update stock when selecting new items with code dropdown. Line Sort has been turned off during this action.
- Accounting Reports - P&L: issue with date separator other than (.) has been fixed.
- Stock | Inventory screen had two functions accidentally turned off:
- checks if product ID exists. If yes prompt to open it.
- New product entry: when entering a new product ID and stock control is on, sets count date to 'yesterday'.
New in invoiceit!Pro 5.2.05 (Mar 4, 2015)
- Price level factors: not displayed when Setup p.6 was opened
- Bulk e-mail of invoices and quotes - some fine tuning
- P/O payment: did not update current balance on P/O (only in Accounts payable)
- Stretch: program shows errors relating to the stretch function, where screen resolution width is greater than 1600 pixels. New user adjustment provided on Setup p.4 - #2, which sets a maximum stretch factor. Also now turns stretch off on initial start-up if width >1600
- Auto Scheduler: an error occurred when program checked for appointment clashes and person had no previous appointments. Clash check has been turned off for auto scheduling since it required too many assumptions when trying to avoid clashes.
- US/Canada - on startup, program would reset country on Setup p.1, thereby losing the State/Province settings
- Settings import (Setup p.6): error prevented import
- fixed in v. 5.2.05.2: e-mailing invoices/quotes in RTF format did not lock single document (12/2013)
New in invoiceit!Pro 5.2.04 (Mar 4, 2015)
- New look interface and standardised reports throughout (there are more than 160 different reports in invoiceit!Pro)
- Accounts payable has been expanded and now includes general purchases. Use it if they are to be paid later, set due dates to manage your payments.
- Credits - to credit a single invoice quickly, click the CR button; also provide for crediting freight (enter negative freight from Add-ons button)
- Point-of-Sale: use this to handle cash sales; provides an A5-sized receipt (a mini version of your main receipt).
- Product pictures: now stored externally to make the database run faster
- UPC bar code number support; product entry date added
- Time Billing: new option to use itemised billing, which copies your timesheet entries line-by-line
- P&L (profit and loss statement) has been added which also compares against a previous period of your choice
- Option to save e-mails you sent to customers in the E-mail manager
- Powerful new Task manager - lets you set tasks which are posted to the To-do page (auto pop-up reminder on startup)
- Stock [Inventory] valuations: now option to enter by unit cost (instead of total cost)
- DYMO label printer support; sheet labels has new feature which lets you set start position and label quantity. No more label wastage when using sheet labels.
- New Payment history report: how fast (or slow) do your customers pay. Reward fast payers, remind slow payers.
- e-mail marketing page: optionally add statement to reminder messages
- Improved PDF creation when e-mailing invoices, statements and other documents
- SpeedHelp illustrated print-out - make your own manual. More than 450 topics.
- Newly organised and improved help file (F1 key)
- Canada: record both tax received and tax paid
- New Search options: find invoices and quotes by product sold and other criteria; find products by description and more; find contacts by phone number and many other search terms
- Quickly look up purchases from any vendor or creditor
- Quotations and Contract confirmations can now have an opener (header text you can add before line items)
- Auto-transactions in Accounting: now supports variable amount items, like power bill, etc.. Entries are made automatically and you get to set the actual amounts.
New in invoiceit!Pro 4.2.29.2 (May 10, 2008)
New in invoiceit!Pro 4.2.27.1 (Jun 1, 2006)