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.
•
Made external file the default type when adding attachments.
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.
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.
•
Updated New Jersey Department of Labor MW-562 printed report to the 6/23
version.
•
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.
• 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.
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.
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.
Equipment Tracking
(if you don't have this module, you can add it! (Click
Here for more information)
• Added more filters to Equipment Listing Reports screen to optionally filter
by assignee and/or project.
• Added two additional reports Equipment Listing
by Assignee and Equipment Listing by Project.
• Added new report
Equipment Currently Held by this Assignee.