Program Changes January to March 2015

These are the program changes from January to March 2015.

Accounts Receivable

  • Reprint Invoices now has the option for a range of invoice numbers also.  The desired invoices to be printed must meet the customer and invoice number ranges.
  • Display order now has the option to change the customer number for the order.  Click the button on the toolstrip at the top of the screen.

Financial Manager

  • Customer profitability by list now has the option to print or export.

General Ledger 

  • Added a report to print the balances or month to date values for a range of dates.  The Totals By Month report is located under the financial statements menu.

Contract Billing

  • The FM Audit import now supports color level 1, color level 2, and color level 3 imports.

Sales Prospecting

  • Appointments and prospect tasks can not be entered if the date is more than 7 days old.  This can be set as a permission in the user permissions.  Set the Allow Back Date permission to allow entry over 7 days old.


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