General 
• New version of PDF converter to improve reliability and compatibility on Windows and Mac/Parallels.
• Changed customer and vendor imports from QuickBooks to allow selecting which companies to import.
• Added security option to not allow editing and/or adding projects if using userid/password security.
• Added a default email list for the project under key parties and ability to send an email to the list.
•  ade external file the default type when adding attachments.
• New Equipment Tracking module available that tracks equipment and vehicle information and costs.
• Added employee screen for all modules. Track employees, work schedule and training/certifications.
• Added new To Do list features. Added ID, status, priority, responsible party, resolution date, and notes.
• Open issues are tracked by project/company, status, priority and appear on the project summary tab.
• Increased security with option to require user id in addition to password to sign into the program.
• Added project/contract #, job number, spec section and sort order options to the project list filter options.
• Added email support for TLS connection type to enable emailing through Office 365 or Gmail.
• Added ability to add multiple insurance policies to companies and to the company insurance report.
• Added option to add notary information to contacts and to copy project notary info from contact info.
• Added document folder setting on project to use as default folder when creating/selecting external files.
• Changed customer drop-down list on general info tab to put inactive companies at the bottom of the list.
• Added option to sworn statement to show columns for original contract and change order amount.
• Fixed issue with sworn statement including contracts & change orders that were after the period to date.
• Changed company drop-down lists on project screen to put inactive companies at the bottom of the list.

Contractor Billing    (if you don't have this module, you can add it!  Click Here for more information)
• Improved QuickBooks integration performance and compatibility. Faster customer list refresh.
• Added manual resizing option to allow specifying font size for payment apps, schedule of values and billing change orders datasheets.
• Program can now save column widths and row height so you can resize columns to meet your needs.
• Show item code column on payment application screen if using item codes in the schedule of values.
• Added option to print engineer label and information on payment app instead of architect.
• Added option to carry over billing line item notes when creating a new payment application.
• Add new Project Billing Worksheet with just percent complete column and no dollar amounts.
• New option to set the default Gantt chart title and change the title for each project if desired.
• Now fills in a negative this period amount on payment app screen if percent complete is lowered.
• Now sets correct default payment application continuation page type if unit pricing is enabled.
• Added a warning when turning off or on auto-move stored materials if stored materials already entered.
• Added a warning when creating a new app if then amount credited does not equal the payment due.
• Added electronic signature to notary information and billing plain paper payment applications.
• Added notes column to payment application details line items for improved tracking capabilities.
• Added an option to add a suffix to the billing change order number, e.g., “1-Revised” or “1a”.
• Added a field to print a message below the amount due on the payment app (if not using sales tax).
• Added option to create a template from schedule of values including page break and totals fields.
• Added an option to print an invoice number on the payment application.
• Added an option to print an item code instead of the line # on the schedule of values and pay app.
• Added a ”revised” option to add a suffix to payment application number, e.g., “1-Rev” or “1a”.
• Added option to filter billing reports, billing worksheets and A/R reports by project manager.
• Added options to not print billing worksheets if only balance left is retainage or unpaid A/R amount.
• Added option to bill all items at once using an overall percent complete to apply to all items.
• Added option to bill items on payment app using latest daily report figures for percent complete.
• Changed billing change order summary report to add project manager column and filter by type option.
• Added notary info button to pay apps print screen to make it easier to change notary info while printing.
• Added option to print either the application date or the current date as the signatory date.
• Added change order reconciliation report to schedule of values reports to find discrepancies.
• Added the option to print a notary electronic signature on waivers and releases.
• Added option to copy notary information from project, preferences or contacts into waivers and releases.
• Added option to include notes and approved by signature box on billing change order work order report.

Certified Payroll Tracking    (if you don't have this module, you can add it! Click Here for more information)
• Improved QuickBooks integration and compatibility. Faster time card import and customer list refresh.
• No need to remove old versions of QuickBooks when installing new versions of QuickBooks.
• Added manual resizing option to set font size and adjust column widths and row heights for datasheets.
• Added ability to add attachments to project wage rates screen to track documentation on wage rates.
• Added a message to the regular certified payroll checklist to give instructions on entering a new project.
• Added a button to add the selected work classification and rates to all open certified payroll projects.
• Added option to show fringe amounts as hourly rates instead of total dollar amounts on QSS-347 report.
• Added a button to copy CT insurance info in preferences to all open CT certified payroll projects.
• Added a warning message if an inactive employee is selected when adding a new time card.
• Changed WH-347 report expiration date per latest US DOL modification. You will get future updates.
• Certified payroll report updates (OH, MO, MA, MN, NJ DOL MW-562, NY Dorm. Auth., RI, NV).
• Added ability to create WA Department of Labor and Industries certified payroll XML upload file.
• CA DIR XML file improvements. Added option for fringe benefits to use hourly rates or weekly totals.
• Added listing reports including summary/detail project lists with last report date and last timecard date.
• Improvements to QuickBooks integration to reduce project list refresh time & improve error resolution.
• Changed reports to allow multiple time card entries with the same project/work class (manual entry only).
• Utilization report usability improvements. Defaults can be set at company and project level.
• Added to employee detail report (date hired, new W-4 fields, work code, gender, OSHA 10 cert, plan).
• Added termination date and reason terminated to employee screen and employee detail report.
• Added feature to print multiple payroll report types for the same project at the same time.
• Changed QuickBooks payroll items form to add sorting and filtering options to improve manageability.
• Changed company drop-down lists on project screen to put inactive companies at the bottom of the list.
• Added hide inactive option to project wages rates screen to not show rates for inactive work classes.
• Includes any updates for the next year to remain current on the report formats and tax table updates.

Communications    (if you don't have this module, you can add it! Click Here for more information)
• Added options in Scheduling to include a heading on Gantt chart reports and to change the chart title.
• Added option to hide the item unit price and amount columns on the proposals and just show total cost.
• Added new type “Cost Plus” to proposals.
• Added scheduling impact and monetary impact check boxes to proposals screen and report.
• Added new type “Status” and a follow-up check box to Notices.
• Added follow-up check box” to notices.
• Added item number field to drawings screen and report.
• Added new option to show the status field on transmittals.
• Now uses “Ref” field as the email subject when emailing a transmittal after creating a pdf file.
• Added a billable check box to Daily Report screen and report.
• Redesigned Waivers and Releases screen to use a tabbed interface so the auto-resize feature works.
• Added an option when editing the email/cc list to copy the default mailing list for the project.
• Made changes to ensure the document number suffix is included in the file name when printing to file.
• Added the email address to the mass mailing listing report and an option to print the phone instead of the email.
• Added a Work Order tab and report to proposals.
• New continuous option for RFIs, Notices, Transmittals, Submittal Log, Daily Reports, Material List and Punch Lists to print the signature at the end of the document instead of at the bottom of each page.
• Added option to print a signature on the Drawings, Telephone Log, Material List, and Punch List reports.
• Added company to “From” tab on Notices, Letters, Transmittals and Submittals
• Can now edit start date, duration, and end date on schedule list form without editing details on task.
• Added an option to include a note on the RFI report that “costs cannot be determined at this time”.
• Added an option to print a third signature line on Proposals and added signature line to telephone log.
• Added option to add a suffix to the telephone log number to indicate revisions.
• Added a conversation tab to telephone log to capture conversation notes in addition to internal notes.
• Added SOV tab to Daily Reports form and added to report to indicate percent complete for billing items.
• Added transmittal number suffix field to Transmittal screen and reports.
• Added item number and prepared by fields to submittals forms and reports.
• Added option to set default description text for submittal other items check boxes.
• Added an option to print the Request area on an RFI answer report.
• Added an option to make second signature line on proposals optional.
• Added a new proposal type of “Invoice” to print a simple invoice from the proposals screen.
• Added a continuous report type option to the telephone log to place the signature (if used) on last page.
• Added buttons to telephone log screen to add entries to correspondence sent and received logs.

Contract Documents     (if you don't have this module, you can add it! Click Here for more information)
• Added options in Scheduling to include a heading on Gantt chart reports and to change the chart title.
• Added date column to Contract/PO list screen.
• Fixed issue on Contract/PO list screen where the to company was blank if no company id was selected.
• Added buttons on Contract/PO Items tab if using sales tax to mark all items as taxable or non-taxable.
• Made changes to ensure the document number suffix is included in the file name when printing to file.
• Added scheduling impact and monetary impact check boxes to proposals screen and report.
• Redesigned Waivers and Releases screen to use a tabbed interface so the auto-resize feature works.
• Added print option on Contract/PO costs tab to print items without item costs, just total costs.
• Added print option on Change Order costs tab to print items without item costs, just total costs, on change order report and change order items and costs listing.
• Can now edit start date, duration, and end date on schedule list form without editing details on task.
• Added an option to add a suffix to the contract change order number, e.g., “1-Revised” or “1a”.
• Added the option to print a notary electronic signature on waivers and releases.
• Added option to copy notary information from project, preferences or contacts into waivers and releases.
• Added option to include notes and approved by signature box on contract change order work order.
• Added a new proposal type of “Invoice” to print a simple invoice from the proposals screen.

Estimating     (if you don't have this module, you can add it! Click Here for more information)
• Changed supplier and subcontractor fields on estimate to select from companies drop-down list.
• Added manufacturer column on estimate equipment item details form.
• Added new estimate item detail report Estimate Equipment Items w/ Manufacturer.
• Added new estimate report Estimate Equipment Listing.
• Added ability to set item defaults for materials supplier, equipment manufacturer and subcontractor.
• Added new manual resizing option to allow specifying font size of details datasheets.
• New manual resizing option saves column widths and row height so you can resize columns.
• Fixed problem with new line characters in estimating default settings for submitted to field.
• Made adjustments to reduce form distortion and improve readability when using auto-resize option.