General
• Added “Engineer” company and contact to key parties on project screen and
reports.
• Added custom fields to preferences to show on project screen and Project
Information Sheet report.
• Added Project Listing report button to project list screen to view/print the
list of projects shown.
• Added a company field to the To Do List forms and reports to filter by company
and project.
• Added a To Do List button to the companies form to edit and print the To Do
List by company.
• Changed To Do List notes to be rich text to allow formatting (bold, underline,
font, size, etc.).
• New startup program to avoid reconfiguring messages with newer versions of
Microsoft Office.
Contractor Billing
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• Added an option to set retainage by entering a dollar amount (or %) by line
item on the payment app.
• Changed billing worksheet to add columns for retainage amounts or percents for
variable retainage.
• Added an option to add all the items from a change order to the schedule of
values when approved.
• Sales Tax percent and message will carry over from one payment application to
the next.
• Changed Accounts Receivable reports to add a report filter of all/open/closed
projects.
• Changed A/R Project Balances Summary report to use the “As Of Date” field
instead of current date.
• Added an option to print the notes from the summary page on the payment
application listing report.
• Added on option to print the notes on the billing change order log report.
• Added an option to print the QuickBooks item code on the Schedule of Values
Item Listing report.
Certified Payroll Tracking
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Click Here
for more information)
• Much improved CA DIR eCPR XML file creation process. Better error handling and
data validation.
• Added option to include owner/operators in addition to employees in the CA DIR
eCPR XML file.
• Added a notes field to the time card screen which now prints on the time card
details report.
• Added option to print the time card notes on some of the payroll reports.
• Added option to include time card notes with the CA DIR eCPR XML file creation
and upload.
• Added new field Payment_date to LCPtracker file using “Date Wages Paid” field
on the report screen.
• Added an option to select the number of copies when printing the certified
payroll report.
• Latest tax table version.
• You get all the updates for the next year to remain current on the report
formats and tax table updates.
Communications
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Click
Here for more information)
• Changed Mass Mailing to provide better management and reporting for
distribution list and responses.
• Added “Awarded To” and “Amount” fields to Mass Mailing screen and log report.
• Added Mass Mailing tab to Proposals screen to better manage and link to
mailings (invitations to bid).
• Added a “Response” tab and field to Proposals, Drawings, Notices,
Transmittals, Submittals and Insurance Notices forms and an option to print the
response on the reports.
Contract Documents
(if you don't have this module, you can add it!
Click
Here for more information)
• Added a “Response” tab and field to Proposals form and an option to print the
response on the report.
• Added “Copy from Proposal” to the contract/po list screen to create a new
contract/po from a proposal.
