General
• Added email support for TLS connection type to enable emailing through Office
365 mail server or via Gmail SMTP server using an app password.
• Added ability to add multiple insurance policies to companies and to the
company insurance report.
• Added ability to print a company insurance report for only the selected
company.
• 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 PDF/RTF/Word docs and when selecting file
attachments.
• 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.
Contractor Billing
(if you don't have this module, you can add it! (Click
Here for more information)
• 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.
• Made retainage column wider on continuation page report to
not show #### with larger amounts.
• Change company drop-down lists on
project screen to put inactive companies at the bottom of the list.
Certified Payroll Tracking
(if you don't have this module, you can add it! (Click
Here
for more information)
• Added ability to create WA Department of Labor and Industries certified
payroll XML upload file.
• Added feature to print multiple payroll report
types for the same project at the same time.
• Added option to use MS Outlook when sending email from print all reports and
reports for date range.
• Added first report number field to print reports for date range screen to add
more flexibility.
• Added filter to certified payroll project listing to
show projects overdue for the next weekly report.
• Added termination date and reason terminated to employee screen and employee
detail report.
• 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.
• Fixed issue with CT report showing ###### in week
ending date.
• Made time card list form taller to fit more rows on the
screen.
• 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 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.
•
Changed transmittal items so item number will fill in from submittal
item number.
•
Added option to set default description text for submittal other items
check boxes.
•
Fixed issue on mass mailing distribution list where company/contact
phone was not getting filled in.
•
Added an option to print the Request area on an RFI answer report.
•
Changes to RFI reports to fix issues with CC list.
•
Fixed problem with copying a daily report also copied print to file
name.
•
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 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 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.
•
Fixed error message in Notices when using zoom form and spell checker.
•
Added option in Notices to use MS Outlook when sending an email notice.
Contract Documents
(if you don't have this module, you can add it! (Click
Here for more information)
• 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.
•
Fixed problem with contact/pos file name not saved when printing to file.
•
Reduced font size and made company name fields taller at bottom of contract
change order.
Estimating
(if you don't have this module, you can add it! (Click
Here for more information)
• 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.
Equipment Tracking
(if you don't have this module, you can add it! (Click
Here for more information)
• Added delete record button to equipment assignment tab on equipment form.