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<< Click to Display Table of Contents >> Version5.2 - 2018 |
  
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<< Click to Display Table of Contents >> Version5.2 - 2018 |
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Version 5.2.xx - January 2018
Welcome to 2018! Digital Wrench really took off in 2017. We managed to address some long time requests in 2017, and we're looking forward to making the software even better this year.
Here is what we did by the end of 2018...
•Version 5.2: 13 Additions, 11 Fixes, 13 Changes
•Version 5.3: 22 Additions, 5 Fixes, 12 Changes
Total 2018: 35 Additions, 16 Fixes, 25 Changes
Version 5.2.00 - January 8, 2018
•Fixed: bringing in correct phone number in Appointment Scheduler.
•Changed: Invoice 16, Job invoice 1, Job Invoice 2, to include the total discount from Parts, Labor, Other.
•Changed: Version number to 5.2 to start new year.
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1 Fix, 2 Changes
Version 5.2.01 - January 10, 2018
•Added: PrePay Amount to the Actual RO. This amount must be a prepay amount or deposit that is created BEFORE you have any items on the RO, that way the Prepay gets stored in the customer as usual, and also that amount is stored in the RO. This was for repair shops that might have multiple deposits for multiple RO's at a time (like tool repair).
•Added: Option in Company setup that limits the (default) PrePay amount (on the payment screen) when you're completing the invoice, to the amount stored in the RO PrePay.
•Fixed: Cash Summary, cash history reports did not have the correct tax Name printed.
•Changed: In Revised Estimates you can change the Original Amount.
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2 additions, 1 Fix, 1 Change
Version 5.2.02 - February 12, 2018
•Added: Page Numbers and Date Time Printed to Invoice16.
•Added: Page Numbers and Date Time Printed to Job Invoices 1 and 2.
•Added: Print Payments option to Job Invoices 1 and 2.
•Changed: When using the Keep Pre-Pay down to the RO PrePay, then if there is no RO PrePay (like from previous RO's before this program change), it will set the prepay to the customers prepay or the balance, whichever is less. Basically this means you can start to use this option right away.
•Change: Codes for updates are now coming from an even newer place. This is version 7 of the "Where the heck are my Subscription Codes" saga. Hopefully, the final chapter!
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3 additions, 2 Changes
Version 5.2.03 - February 15, 2018
•Changed: Removed Sort Orders from Format List in the Work Orders with Balances Browse.
•Changed: Removed Sort Orders from Format List in the Work Orders with No Balances Browse.
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2 Changes
Version 5.2.04 - February 22, 2018
•Changed: Many screens and some reports to use the windows settings for the date display and date entry. This was for our clients in Australia. The only change you might see (if you are US or Canada) is the dates are in the form of mm/dd/yyyy in some cases. You don't need to type in the full year, just the last 2 digits and the program will fill in the century.
•Added: Option to turn on or off the Date Time Stamp we just added to Invoice 16, and the Job Invoices.
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1 Addition, 1 Change
Version 5.2.05 - May 14, 2018
•Fixed: When paying on an invoice with a balance in the Screen that shows all invoices with balances, the cash drawer was always zero.
•Fixed: When paying and the old AR was turned on, there might be an error message that says 'AR record not found'. This has been eliminated.
•Added: Cash Drawer Starting Amount. Located in the Cash Files Menu.
•Fixed: Deposits on repair orders were not showing up in the cash transaction file correctly if it was overpaid.
•Added: Date Filter to scheduler under list of schedules.
•Added: Scheduler, you can now right click on the Monthly Schedule or Weekly Planner to print out the schedule.
•Fixed: overpays on an RO when completing showed incorrectly in the cash file.
•Fixed: Point of Sale did not exempt taxes correctly if there was a tax exemption in the inventory item.
•Fixed: Package pricing did not have 2 decimal places in quantity for parts, or hours for labor.
•Changed: The way the Calculator in the Repair Order parts edit form works for Markup and Discount.
•Fixed: In Job Invoice Printouts, the cost of Other Items were getting calculated instead of the retail total. Then that cost was added to the Total in the Job Header. This did not affect the totals or line items, just the job header.
•Added: When creating Labor items in the Labor List, the default labor rates get brought in from the Company Setup area.
•Changed: The way the cash transaction files were working did not account correctly for Pre-Pays/Deposits. This new system puts the previous pre-pay and the current amount into the right areas in the cash transaction file. All areas that have a transaction button (like change to completed, Add Deposit, etc.) have been updated to conform to the changes in the cash transactions.
•Changed: Multi-pay under the $ screen now works as expected with the new cash transaction changes. You must select an exact amount that covers the selected invoices. Also, you cannot put in a split transaction (like part cash and part check). In order to do that, just use the single transaction button (Complete Transaction or Pay).
•Changed: The reports for the cash transaction files are a little different to account for the changes in the cash transaction file. We kept the old reports under the Monthly Tab for backwards compatibility.
•Added: Capability to change the Date Completed (Date Done) for an Invoice. You cannot change the completed date unless the RO was actually completed. Click on the Words 'Date Finished' and the Entry for the date will display.
•Added: Change tracking to the cash records. This had to be done to come up with the correct amount of 'cash' in the cash drawer.
•Fixed: Cash History Graph for daily now works as advertised.
•Fixed: Point of Sale now records the Pre-Pay and change correctly into the cash drawer records.
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6 Additions, 9 Fixes, 4 Changes
Version 5.2.06 - May 29, 2018
•Created new version after 5.2.05 has been tested by our beta tester. Thank you Pam!
Version 5.2.07 - June 5, 2018
THE PO UPDATE
Added: In the Purchase Order, when receiving, you can have an option to update the cost and price in the part in the RO, IF the PO item was created by dropping the part in the RO onto the PO. That way the PO knows about the part in the RO and can update the cost and price. You can turn this feature on in the company setup under Other Settings / Update RO from PO. The default is No, so if you don't need this, just ignore it. If you select 'Sometimes', then the checkbox will display when receiving but be unchecked. Check it to update the cost and price. If you select Always, the checkbox will display and be checked when receiving parts in the PO. You can always turn it off.
If the cost and price are updated, it does NOT recalculate the Repair Order totals. You must later go bring up that RO screen so it will recalculate. At this time there is not a way to recalculate the entire RO from the PO screen. (It's very technical to explain). Remember if you previously gave a customer an estimate, it may now be wrong (right?). If you forget to receive the PO item before you complete the invoice, the program will NOT update an invoice that has been completed, so you are safe to go ahead and receive the PO Items so you can clear the purchase order screen.
Fixed: When receiving in the PO the PO items would not retain the new cost and price... now it does.
1 additon, 1 change