Release Date: October 2006

Enhancements

System Manager

• Change Module Key Record IDs - A new Utilities menu option for changing the Employee ID, Customer ID and Vendor ID.  Once the record type is chosen, the program will present a grid with two columns.  Displayed in the left column are all the IDs of the existing employees/vendors/customers.  In the right column the user enters the new id.  When the user is finished with the mapping and presses the OK button, the program will track down all records containing the old id and change to the new id.
• Update Look of Screens - Modernized the look of screens by adding code to take advantage of Windows XP controls.  This will make the buttons rounder and shaded, in addition to other esthetic changes to the screens.
• Purge Inactive Records -   In the existing "Purge History" Utilities menu for purging transactions, the user can now also elect to have vendors, customers, employees or gl accounts purged.  This purge can be requested for all vendors/customers/employees/gl accounts, or for only those as being flagged as "Inactive".  With either purge option, the process will only purge those vendors/customers/employees/gl accounts that have no activity records either in the current or history files. 
• Mouse Scroll Wheel - You are now able to utilize the mouse scroll wheel in all data grids and in browser windows.
• Custom reports can now be renamed.

Accounts Payable

• Quick Vendor Entry - A new quick entry grid for adding one or many vendors at a time.  This quick entry grid contains only those fields (Vendor ID, Name, Vendor Type, Terms Code and Expense GL account) that are necessary to enter a vendor through the existing Maintain Vendors menu option.   
• Quick Invoice Entry - A new quick entry grid for entering and creating one or many invoices at a time in a batch.  The grid contains the following fields: Vendor ID, Invoice #, Invoice Date, Posting Date, Product ID (opt.), Quantity, Unit Cost, Job # (opt.) and default Expense GL account.
• One-Step Invoice Posting to GL - A configurable option to streamline the posting of AP invoices to the General Ledger.  If using this feature, when the user selects and then posts invoices in "Process Post Invoices to GL" the program will not only create the Journal Entry batch, but also post the AP invoice batch in the General Ledger.
• One-Step Check Posting to GL - A configurable option to streamline the posting of AP checks to the General Ledger.  If using this feature, when the user selects and then posts checks in "Process Post Checks to GL" the program will not only create the Journal Entry batch, but also post the AP check batch in the General Ledger.
• Quick Select Invoices for Payment - As an alternative to using filters for selecting invoices to pay, this new dialog box offers the option to enter in a grid the invoices the user wishes to pay by entering the vendor id, invoice #, amount to pay and discount to take for one or many invoices.
• Delete Invoices on a Void Check - A new option that permits the user to either void the selected checks and reverse out the original invoices, or void the checks and reopen the invoices for future payment.
• Separate Check per Invoice - A new option at the vendor level to indicate whether this vendor prefers to receive separate checks for each invoice selected.  The selection made at the vendor level can then be overridden at the invoice level.
• View Payments from Vendor Activity tabs - Added a View Payment button to both the Invoice Activity and Order Activity tabs of Maintain Vendors.  The user can now see the check number, bank id, check date, check amount , discount taken and the cash gl account when highlighting an invoice or purchase order, and pressing this new button.
• Populate Invoice with Received PO Lines Only - A new configuration question asking if when matching an invoice to a CYMA purchase order, does the user want to see all open PO line items and quantities, or just those lines and quantities that have been received in the Inventory Control module.  The advantage of populating the invoice grid with only the received lines and quantities is the user will no longer need to manually delete lines that have not been received prior to saving the invoice.
• Aging and Filtering by Posting Date - A new aging report that offers the option of aging and filtering by the invoice posting date.

Accounts Receivable

• Quick Invoice Entry - A new entry grid for quickly entering and creating one or many invoices at a time in a batch.  The grid contains the following fields: Customer ID, Ref #, Product ID, Quantity, Unit Price, Disc Pct, Ext Price, Tax Amount, Sales GL account and Freight.
• One-Step Invoice Posting to GL - A configurable option to streamline the posting of AR invoices to the General Ledger.  If using this feature, when the user selects and then posts invoices in "Process Post to GL - Invoices" the program will not only create the Journal Entry batch, but also post the AR invoice batch in the General Ledger.
• One-Step Check Deposit Posting to GL - A configurable option to streamline the posting of AR check deposits to the General Ledger.  If using this feature, when the user selects and then posts checks in "Process Post to GL - Payments" the program will not only create the Journal Entry batch, but also post the AR check deposit batch in the General Ledger.
• Auto Apply Payments - A new "Auto Pay" button was added to Enter Payments.  When pressed a function will automatically apply the undistributed amount to the oldest invoice first, and will keep applying in ascending date order until the undistributed amount equals zero. 
• Auto Apply Unapplied Payments Utility - A new process that allows the user to select a range of customers and invoice dates, and then apply all unapplied payments/credits for each customer selected.  The function will apply the payments to the oldest open invoices first and then keep applying in ascending date order until all unapplied payments/credits have been applied.
• Add Posting Date to Invoice - A new Posting Date (similar to AP Invoices) was added to the header of Enter Invoices.  The post routine in "Post to GL - Invoices" will now use this new date for posting to the General Ledger.  All ledgers and aging reports have been updated for this new date.
• Update Job with Invoice and Payments - If using the Job Costing module, posted invoice information (invoice amount and date) and payments information (payment amount and date) will now update the original job cost files.  This enables many JC reports to no longer require reading AR transaction files for their information resulting in faster reports.
• View Payments from Customer Activity tabs - Added a View Payment button to both the Invoice Activity and Order Activity tabs of Maintain Customers.  The user can now see the Deposit #, Bank ID, Deposit Date, Check/CC# and Method of Payment when highlighting an invoice or sales order and pressing this new button.
• Sort Options for Payment Grid - While in the view mode, you can now sort payment records in the Enter Payments grid by: Entry Order, Payment Type, Reference, Payor Name or Payment/Adjustment Amount.
• Invoice Audit files now track additions as well as changes and deletions
• Added Cover Page to the Write-Off Register report.

General Ledger

• Define Report Detail by Account  - Added Summary and Detail options to Maintain Chart of Accounts for signifying whether this account should print in summary (one line) or detail (show all activity) on all ledgers.
• Quick Budget Entry - A new menu option was added for simplifying the set up of account budgets.  For each year the user enters an original or revised budget in a spreadsheet-like grid.  The gl accounts form the rows in the grid and the periods form the columns.  This screen also contains a Duplicate amount feature and an Allocate amount feature in addition to an option to print the budget. 
• Zero Dollar Journal Entries - Both the Enter Journal Entry and Enter Recurring Journal Entry dialog boxes will now accept zero dollar amount lines. 
• Drilldown on Maintain Chart of Accounts - On the Activity tab of Maintain Chart of Accounts the user can now drilldown to the detail of AP Checks, PR Checks and AR Payments. 
• Financial Statement Drilldown - Added a drilldown capability when viewing a specific Income Statement, SubType Income Statement, Detail Balance Sheet and SubType Balance Sheet.  The user can drilldown on a dollar amount of interest on the report, and the program will display all journal entry activity that makes up this amount.
• Define Header & Footer Messages - Added the capability on GL Configuration to add a header and/or a footer message to print on Income Statements and Balance Sheets.
• Added 1099 type to the Cash Disbursement check register.

Inventory Control

• Unit of Measure Conversion - Enables the user to purchase a product in one unit of measure and cost, and stock/sell the product in a different unit of measure and cost. The posting of the receipt performs the conversion
• Reverse a Build - If a company needs to dismantle an assembled product they can do this in version 9.0 without having to make individual adjustments for each component and the assembled product.
• Other Costs - Added for those companies that want to include other costs (shipping, carrying, etc.) in the unit cost of a product and then pass on these costs to their customers. The user specifies at the product level the percentage or fixed amount of other cost to be applied. The user then has the option to override the system calculated other cost if the actual costs are known at the time of the receipt.
• Update a Range of BOM Unit Costs - A new process that updates all component unit costs, that might have changed since the BOM was originally defined, by specifying a range of BOM assembly products.
• Update SKU Unit Cost on Receipt - At the product level the user can indicate if the SKU Unit Cost field should be updated with the Purchase Order unit cost whenever this item is received. In affect this field becomes the "last" unit cost for this product.
• New Transaction Code for Receipts to a Job - The program will now differentiate between receipts for replenishing stock and receipts for a job.
• Transaction Date Added to Product Valuation Reports - This new date allows the user to go back in time to balance the value of their inventory in the IC module with the value of the Inventory account in the GL module.
• Increase Serial Number Size - All inventory movement programs will now accept a serial number up to 40 characters.
• Inventory items with a zero cost - needs to allow to adjust quantity in enter adjustments

Job Costing

• Maintain Jobs Screen - The Maintain Jobs screen in the Job Cost module has been significantly expanded through the use of tabs. Some of these new tabs are detailed below. Click the image to view a full screenshot.
• Labor Entry - Job Cost users can now establish employees & earnings types to enter direct labor costs within the JC module, meaning you can capture daily labor costs.
• Adjustment Entry - A new multi-purpose dialog box for entering cost records directly in the JC module. It can be used for: entering beginning balances, entering adjustments, data entry corrections and importing cost records from outside sources through the General Import utility.
• Financial Overview - A real time view of the financial status of a job including: total contract to budget comparison, total contract to cost-to-date comparison, total contract to change order comparison and billing information.
• Budgeting by Cost Code and Cost Category - Gives the ability to budget costs at these levels and run Actual vs. Budget comparison reports at these levels.
• New Invoicing Methods include:
• 1. Cost Plus with Fixed Fee
  2. Time & Material with Markup
  3. Time & Material with Markup and Fixed Fee
• Job Contacts - A new tab on Maintain Jobs to record sub-contractor and customer contacts and phone numbers.
• Job Tasks - A new tab has been added on Maintain Jobs to record tasks to be performed in order to complete the job. This tab includes fields for: task code (from pre-defined table), task preformed by, start date, task days, scheduled completion date (calculated) and actual completion date.
• Billing Overhead - Provides the ability to apply overhead at one rate and bill the customer at another rate if the job is set up as Cost Plus with Profit Percent.
• Sales Account Sources - Added new flexibility to assure the proper sales account is being used when invoicing a customer. This is accomplished by adding four new sources for the sales account. The user can specify at the job level if the Create Invoice process should use the sales account from: the job's own set of sales accounts, the type of job, the cost code on the cost record, the cost category on the cost record, or the product id/skill id on the cost record.

Payroll

• One-Step Check Posting to GL - A configurable option to streamline the posting of PR checks to General Ledger.  If using this feature, when the user selects and then posts checks in "Process Post Checks to GL" the program will not only create the Journal Entry batch, but also post the check batch in the General Ledger.
• Effective Dates on Employee Features - On Maintain Employee you can now define a start and end date for any feature.  Any employee feature that is set up with effective dates will not appear in the grid of Enter Payroll or Quick Payroll Entry and will also be ignored in the Calculate Payroll process if the accounting date falls outside the defined feature dates.
• Earnings Feature Can Reduce Salary Amount - On Maintain Employee the user can now instruct the calculate payroll function to automatically reduce/offset a salary feature amount by the amount of another salary feature (vacation pay, sick pay, etc.).
• Advance & Loan Features Linked to Recovery Feature - On Maintain Employee you can now assign a specific loan recovery to a loan, and assign a specific advance recovery to an advance.  This will allow the set up of multiple loans and advances that will track individual balances.  A new report for this feature is also provided.
• Encryption of Social Security Numbers - Social security numbers are now encrypted throughout the Payroll module including all payroll forms, reports and employee browsers.  The social security number has also been completely removed from payroll checks.
• FUTA entries can be made in Adjustments for both Employee and Employer
• Features are now sorted and in the order on the Employee as in Configuration.
• All qualified employees are being brought into the Quick Payroll screen. Active and Terminated needing final check.
• Quick Entry now displays the frequency start and end dates, if a single frequency was selected.
• Ctrl-H is now a short cut for Print Checks

Purchase Order

• Streamline Adding Vendor Cross-Reference Records - A new alternative method for more quickly adding vendor cross-reference records.  This new menu option has two entry modes:  1) Enter the Vendor ID in the header, and then specify in the grid all the products you purchase from this vendor, and 2) Enter the Product ID in the header, and then specify in the grid all the vendors you purchase this product from. 
• Add Cross-References On-the-Fly - A new configuration setting asking if the PO save process should check for any new combinations of vendor and products on the PO being saved.  If there are, then the program will add this new combination of vendor and product to the vendor cross-reference table.
• Purchase Order Entry Converts Unit of Measure - The Enter Purchase Order program will now default the purchasing unit of measure and cost.  Upon the save of the PO, the program updates the "Qty on POs" field on the product to the stocking unit of measure.
• E-mail Purchase Order - User can now e-mail the PO from the Enter Purchase Order dialog box.
• Print SO Number - For any PO line item that has a sales order number on it, the sales order number will now print on the printed PO forms.
• Print Vendor's Product Description - If the vendor has a different product description than your in-house description, the company has the option of printing both product descriptions on the printed PO.

Sales Order

• Ship All option Upon The Save of a Sales Order - The first of two alternate features added to streamline the shipping process. This feature offers the option, at the time the order is being saved, to ship the order in full if it meets certain requirements (not a quote, not on hold, does not contain serialized products, and the company is not using StarShip software).
• Batch Shipments - The second of the new alternate features added to streamline the shipping process. This feature provides a new process for shipping multiple sales orders at one time. This feature has the same qualifications as above.
• Promotional Pricing by Product Line - Can now set up promotional pricing for a specific product line.
• Pick Ticket Selection Screen - Added a selection grid to the Print Pick Ticket process in order to further define which orders should have a pick ticket printed.
• Payment Date - Added a Payment Date field to the Enter Sales Order dialog box for specifying the date of any payment (check, cash, credit card or deposit) given by the customer at the time of entering the sales order. This date will then be used for creating the payment record in the Accounts Receivable module.
• Print Serial Number on Sales Order - When reprinting a sales order an option was added for including the serial numbers that were issued when the order was shipped.
• Filter by Warehouse - Added a warehouse filter parameter to all sales order status reports.
• View Address on Completed Sales Orders - This feature will allow the user to view the customer's billing and shipping address on a sales order even after the order has been completed. This is useful in the case of a shipment or an invoice not arriving at the customer's address and wanting to verify the address that was used

eDesk

• eDesk now supports text in variable fields.
• User now has the ability to run custom reports from Edesk.