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REES SOFTWARE & SYSTEMS LIMITED

These lists are intended to keep users informed of the main changes made to each version of Rees2000 as it is released. The list is in reverse date order.

This page covers those changes completed between January 2001 and December 2001. The latest changes are found on a separate page.

 This page (January to December 2001)

RE2000 Dated 18 December 2001 - Version 2
  • Job Costing Parts and Labour Summary Report (option 6:11:23) now  adds the costs for parts and labour.
  • Invoicing (option 4:1) now suppresses the display of Unit costs if this is not relevant.
  • Debtors Statement Printing (option 1:11:2) now when EDI module is installed does not repeat "Print Zero Balance" question.
  • Sales orders - resolved problem with the units not being displayed on detail lines which had been selected from history using the F12 function.
  • Sales Orders report -'Print stock available" (option 13:7) now includes an option to select by supplier and also to exclude orders with items supplied ready to invoice.
  • Sales Orders (option 13:1) - when order is invoiced the invoice number now displays for a longer time.
  • GST audit report (option 1:11:11) now also prints the total of GST exempt transactions at the end of the report. 
RE2000 Dated 05 December 2001 - Version 2
  • Outstanding Sales Orders report  (option 13:11) - New report showing value of outstanding sales orders by product group.
  • Sales Orders - Print items to order for max stock=0 (option 13:6). Resolved error when using option to ignore non-stock items.
  • Sales Orders setup (option 13:14) - New option allows display of  sales order number while it is being filed (enter the number of seconds if this option is required).
  •  Sales Orders setup (option 13:14) - New option 'Even if Invoicing'  set the default in option 13.1 to P)rint sales order even if items to invoice. 
  • Sales Orders - Print stock available (option 13:7) - now has added feature of excluding any stop credit clients.
  • Sales Order - Printer Selection - Can now force sales orders to always print on a selected printer by addition of  the words 'Sales Order' in the printer name.
  • Debtors setup (option 1:14) - Can now specify that clients be flagged as stop credit if have a 2 month balance at period end.
RE2000 Dated 29 November 2001 - Version 2
  • Cashbook Analysis report (option 8:11:7) enhanced to allow selection of a range of periods (default is just the current period).
  • Cashbook Analysis report (option 8:11:7) - Sub total line now prints Period total for GST not YTD Total. 
  • Cashbook History Report (option 8:11:15) - New report similar to cashbook analysis report but prints details from last years cashbook history file.
RE2000 Dated 23 November 2001 - Version 2
  • Debtors F6 lookup now includes home phone number (Note need to use right arrow key to view).
  • New setup flag in 14:14 to restrict quantity price breaks to clients where client record is set to price 1.
RE2000 Dated 20 November 2001 - Version 2
  • General Ledger GST Report (Option 7:11:7). Now displays ‘Clear GST Transactions Flag’ message when report printed to screen.
  • Automatic Faxing routine now uses correct time format.
RE2000 Dated 16 November 2001 - Version 2
  • Job Costing - option added to remove GST from Margin calculation in job cost report 6:11:3 if using GST inclusive pricing. Option can be set in 6:14 page 2.
  • Job Costing - option added to print job description before job notes. This option can be set in 6:14 page 1 only if  "Transfer job details to invoice" is set to Y and then by answering N to "Print job description with invoice detail" and answering Y to "Instead print with Text Notes".
RE2000 Dated 09 November 2001 - Version 2
  • Stock – Import Rees Price files (Option 2:10:1) now includes option to not update the stock description.
  • Stock – New report to compare the stock cost and stock price on the stock file (Option 2:11:34).
  • Creditors – Pay All Creditors (Option 3:5). If paying by direct credit and using the option to create the direct credit file automatically will now default the Due Date for Payment on the direct credit file to the Payment Date.
  • Creditors – Change creditors code (option 3:13:1) now also changes the Creditor code in the stock supplier file.
RE2000 Dated 06 November 2001 - Version 2
  • Debtors – Trial Balance (option 1:11:4) now defaults to include any debtors with credit balances.
  • Stock Value Report (option 2:11:9) enhanced to sub total by location when location sort selected.
  • Invoice Margin Exception Report (option 4:11:9) – printing problem resolved.
RE2000 Dated 05 November 2001 - Version 2
  • Stock System - Importing Estimator files (Option 4:13:10) now ensures correct price level for client selected.
  • Creditors – direct credit file for ASB Fastnet banking system now includes reference and analysis fields.
  • Emailing – Reports from emailing options 1:11:31 and 4:11:15 now include total number of emails sent.
  • Purchase Orders – The ETA for ordered stock now included in reports 5:112 and 5:11:6. Requires purchase orders ETA flag to set in 5:14.
RE2000 Dated 31 October 2001 - Version 2
  • General Ledger Budget quantities (Option 7:13:16). Resolved input problem
  • Job Costing Report (Option 6:11:25). New report to list Zero Value Jobs with Costs.
  • Emailing Invoices to Clients (Option 4:11:15). Ensure unprinted invoices not sent..
RE2000 Dated 30 October 2001 - Version 2
  • General Ledger – Copy Move a Batch (Option 7:13:13). Now retains the original batch date when a batch is moved.
  • Stock price book report – (option 2:11:10). The GST inclusive price now prints when selected.
RE2000 Dated 26 October 2001 - Version 2
  • Purchase Orders (option 5:1) resolve problem with Lead time displaying as pack size.
  • Purchase order Receipts (option 5:2) - the cash book input box now moved to left so job number can be seen.
  • Invoicing Period / Daily Sales Analysis (option 4:11:3) now prints a total of the receipts.
  • Creating an invoice from a quote now prints the packing slip / invoice if required.
  • Job Costing (option 6:1 adding parts (A))  will now accept 100% discount but also displays a warning if more than 100% is entered.
RE2000 Dated 19 October 2001 - Version 2
  • Point of Sale Receipt printing - option to print more detailed point of sale receipt with price and stock Code. Set option in 4:14 page 3 of 3.
  • Stock report 2:11:24 now includes option to print aged stock by quarter for the first year.
  • Stock movements reports 2:11:22 and 2:6:5 now prints report total with the option for sub totals by group.
  • Improved corruption checker (option 14:13) to include a check for valid  memo data. 
RE2000 Dated 16 October 2001 - Version 2

This new version includes the following major new features.

1. Ability to print any report to your default internet Browser. (The browser print option changes the report format into standard HTML).

2. Fully integrated Email:

  • The new Email module includes the ability to email any report and Invoices, Purchase Orders, Sales Back Orders, Statements, Stock Price Files.
  • Includes the bulk email of Invoices and Statements at the end of the month.
  • Includes separate email addresses for different types of document.
  • If you have the security module then includes separate Email address for each sender plus a postmaster address which can receive a copy of all emails sent.
  • Can email Jobs to salesman from option 6.1. This requires cell phone and email address to be set up in option 1:6.

3. New EDI functions:

  • Includes the ability to send Invoices, Purchase Orders and Price files in EDI format via the EMAIL module

4. Faster printing to most Laser and DeskJet printers (when printing in graphics mode).

5. Creditors system enhanced:

  • Now allows editing of previous months transactions.
  • Deletion of cheques and Direct Credits.
  • The end of period processing speed has also been improved.

6. Stock system enhanced:

  • Ability to have special stock prices for a date range.
  • New option to print quantity on price list if price breaks option is being used.
  • System will now record alternate supplier details including last receipt date and cost.
  • Non active stock can now be reported by branch.
  • The selection criteria used to create each customers price list or file can now be saved and reused.
  • Price list (option 2:11:8) now has option to print GST inclusive prices.
  • Price Book (option 2.11.10) now has an option to include zero level stock
  • Import of John Deere Price file (option 2.11.43) now has an option to suppress updating of the latest cost.

7. Cashbook system enhanced to provide access to last years 'History' transactions.

8. Debtors system enhanced

  • Provide ability to see which invoices a receipt has been allocated to for open item debtors.
  • Now provides a test line up print for all types of statements.
  • New option 1.13.18 will sort client transactions by date and reference.

9. Sales orders enhanced.

  • Print stock Available by S/O report (Option 13.7) - now includes selection options for order date and date required.
  • Stock lead times now available.

10. General Ledger enhanced.

  • Print General Ledger report (option 7.11.3) - now includes an option to sub total by period.

11. Job Costing enhanced.

  • Shows the total value of each job in the list of jobs for a customer in option 6.1.
  • Report 6.11.11 will now subtotal employee times.

12. Improved download of new versions using option 14:8

  • This function currently requires all users to be logged out as it downloads the update and installs it as one operation. It is now possible to download the new version while other users are logged on (this normally takes some time 20 to 40 minutes). The second option of installing (i.e. Unzip) the new program which has been download can then be run at a later time (this step requires all users to be logged out but normally takes less than a minute).

13. ALT_X function for adding text to Invoices and Jobs now provides a warning if press escape key after adding text without first saving the changes.

14. Purchase orders now have the ALT_X function for adding text to make it consistent with invoices etc.

15. Plus many smaller improvements and additions.

RE2000 Dated 07 September 2001

  • Serial Tracking - print serial stock items (option 10:12). Now prints items for a selected range of  stock codes.
  • Purchase order enquiry using 'Our Reference' (option 5.7) now displays purchase order header details if stock item has vehicle tracking turned on.
  • Stock set up (option 2.1) now removes the GST (if GST inclusive pricing is being used ) from any display of the markup percentage.
  • Stock sales history report (option 2.11.26). will now print selected stock if the option 'Only items added after' date is selected.
  • Stock - Fisher and Paykel price file import (option 2.10.44) changed to read the new zipped price file format.
  • Stock - Mico Wakefield price file import (option 2.10.10) changed to delete superceded stock code if new price is on the imported price file.
  • Stock - Kawasaki price file import (option 2.10.8) changed to cater for new file format.  
  • Stocktake list (option 2.11.7) changed to include minimum and maximum stock. 

RE2000 Dated 22 August 2001

  • Purchase Orders - Can now print in landscape mode (Requires special print format to be written by Rees Software).
  • Stock Value by Branch (option 2.6.3) now includes selection to summarise by Group and Type.
  • Creditors cash book summary report (option 3.11.17) - option to print transactions now works correctly. (Note this option is NOT available if posting to multiple cashbook codes).
RE2000 Dated 16 August 2001
  • Direct Credits. Added option for new ASB Fastnet Office file format. (Select F for Bank code in set up bank details option).
RE2000 Dated 10 August 2001
  • Cashbook Bank Transfer Batch (option 8:9) now displays correct cashbook description if batch redisplayed on the screen.
  • Cashbook Analysis by Creditor (option 8:11:8) now prints correctly if 'Name' sequence is requested with a selected range of names.
  • Serial tracking - Report to print serials in stock for a range of stock codes now prints correctly (option10:12).
  • Printing - when printing in graphical mode now displays page number at the bottom of the screen.
  • Price file import for J A Russell (option 2:10:26) now put J A Russell supplier code in the alternate field.
  • EDI import for Mico Wakefield now adds the stock to the branch on the purchase order.
  • Job Costing - Report Employee Times Charged (option 6:11:14). The printed report now has the correct report name.
RE2000 Dated 06 August 2001
  • Invoicing- RePrint Invoice (option 4:11:1). Now always prints recharge name correctly when sorted in alpha sequence.
  • Invoice margin report (option 4:11:7) will now print margin report if alpha sequence is selected.
  • Letter writer (option 11:1). The start date when using a date range now selects correctly.
  • Purchase order enquiry by Purchase Order Number (option 5:8) now displays the job number for each purchase order line.
  • Purchase order listing (option 5:11:2) now includes returned items.
  • Stock Price files. Ability to import John Deere Price file (option 2:10:43) has been added.
RE2000 Dated 10 July 2001
  • Letter Writer - improved speed when selecting by product and recall options.
  • Creditors - reinstate the ability to change description on part paid last months invoices.
RE2000 Dated 25 June 2001
  • Stock - EMAIL appliance stock file import (option 2:11:45) now updates stock file correctly if no supercession codes available.
  • Purchase Order receipts (option 5:2) now correctly displays the correct creditor alert.
  • Purchase Order product status report (option 5:11:4) now also includes any returns.
  • Purchase Orders order list (option 5:11:2) enhanced to allow selection and print on date required.
  • Job Costing report (option 6:11:3) - resolved error when printing job types.
  • Job Costing enter job costs (option 6:5) enhanced to include ability to duplicate the job number. Requires the flag 'Duplicate the job no on parts input' found in option 6:14 to be set to Y.
  • Creditors receipt input (option 3:2) enhanced to include ability to duplicate the job number. Requires the flag 'Duplicate the job no on parts input' found in option 6:14 to be set to Y.
  • Creditors - Batch listing option 3:11:3 now clears cashbook analysis totals for each batch.
  • Sales Orders - print backorders by stock code (option 13:5) enhanced to now includes a date range option.
  • Sales Orders - print stock available by sales order (option 13:7) now prints correct charge to details.
RE2000 Dated 13 June 2001
  • Cashbook analysis report (option 8:11:7) now always defaults to correct bank account number.
  • Sales Order entry (option 13:1). If quantity breaks option is being used now uses ordered quantity to calculate price not the supplied quantity.
  • Job Costing option 6:1 now refreshes the job description if change the job type code in an existing job.
  • Creditors - Editing invoices (option 3:4). If using check for duplicate invoice numbers option then possible problem when changing a transaction reference number has been resolved.
  • Cashbook - Creating a solution 6 file (option 8:11:9) now correctly writes the transactions.
RE2000 Dated 24 May 2001
  • Debtors master file listing (option 1:11:1) now includes Mobile and Home phone numbers.
  • Creditors master file listing (option 3.11:1) now includes Mobile and Home phone numbers.
  • Cashbook cheque/direct credit entry (option 8:12) now displays bank account number for direct credit option.
  • Cashbook analysis report (option 8:11:7) now always defaults to correct bank account number.
  • Purchase orders receipt now has extra setup option "Supplier Only Y/N" to allow updating of latest cost field on stock file only if the purchase order is for the normal supplier code. Can only be used if question "Update cost to latest cost field on stock file" (in menu option 5:14) is set to Y.
  • Job costing - additional report when using schedules allows print of job variances by schedule number.
RE2000 Dated 11 May 2001
  • Stock enquiry using F9 key now includes option to search by Supplier part #.
  • Stock - EMAIL price import changed to respect supercession suffix or prefix.
  • Stock - transaction audit reprint report (option 2.2.21) added. This will reprint by date range and or reference.
  • Job Costing - Summary by schedule reports now includes job description.
  • Job costing - new summary by schedule report (option 6:11:24) allows selection of multiple jobs..
  • Debtors - new option 1:13:17 to capitalise the debtors names and addresses. This first changes all characters to lower case and the changes first letter of each word to capitals.
  • Creditors - new option 3:13:17 to capitalise the debtors names and addresses. This first changes all characters to lower case and the changes first letter of each word to capitals.
RE2000 Dated 7 May 2001
  • List of LINKED debtors and Creditors now appears in alphabetic order.
  • Creditors maintenance (option 3.1) - cannot now delete a creditor if other creditors linked to it. Also if a creditor linked to another is deleted the link is now also deleted.
  • Deletion of used and unused stock codes (options 2:13:13 and 2:13:15) now automatically rebuilds the linked stock records.
  • Debtors maintenance (option 1.1) - cannot now delete a debtor if other debtors linked to it. Also if a debtor linked to another is deleted the link is now also deleted.
  • Stock maintenance (option 2.1) - cannot now delete a stock item if other stock item is linked to it. Also if a stock item linked to another is deleted the link is now also deleted.
  • Mercury stock price file import (option 2:10:18) enhanced to handle new MPN file format.
  • Job Costing problem with editing schedule numbers and printing summary now resolved.
  • Creditors EDI import - if using purchase orders and want to update unmatched purchase order then must process through option 5:10. If only updating creditors use option 3:13:9 - which does not check for an existing Purchase order.
RE2000 Dated 6 April 2001
  • Debtors transactions - screen display enhanced to allow 7 digit transaction numbers.
  • Special client stock prices (option 1.12) - resolved problem of slow response if old special prices have been deleted.
  • Hand written invoices and credit notes (options 1.9 and 1.10) now checks for valid salesperson and department codes.
  • Job costing - entering job costs (option 6.5) now displays schedule number from the stock file if schedule numbers are being used.
  • Job costing summary by schedule report from option 6.1 now includes labour.
  • Creditors invoice input now displays schedule number from stock file if schedule numbers are being used.
  • Creditors - if running purchase orders then entering of purchase order number in creditors invoice input screen (option 3:2) will now display the purchase order value in the invoice amount field. It can still be changed if necessary.
  • Creditors - edit of unmatched packing slips (option 3:13:3) will now allow change to original packing slip value.
  • Stocktake report (option 2.11.7) now includes ability to enter a report description. If the report has been saved, a one month time span is now allowed for entering the stock take counts.
  • Stock - deletion of unused items (option 2.13.13) now includes option to only delete obsolete stock.
  • General ledger - Purchase Order summary report (option 7:11:10) now prints.
  • Sales Orders - option added in 13:14 to allow 'Enter required date in sales order'.
  • Serial tracking - Delete old Serials (option 10.9) error resolved.
  • Sales Orders module can now have own password protection rather than use debtors module password - Password is set in option 14:1.
  • Invoice printing - line up of value column on value only lines now corrected in standard invoice layout.
RE2000 Dated 15 March 2001
  • Updated Mico Wakefield EDI to latest format.
  • Job Costing labour input can now be set to automatically use quoted labour rate for all labour if not set to zero. Needs SETUP flag 'Use Quoted labour rate for labour' set to Y. Note that this option is only available if question 'On quote entry ask if labour?' is set to N.
  • Stock - Allow selection of lower case letters in set up stock auto option.
RE2000 Dated 09 March 2001
  • Stock - Mico Wakefield price import (option 2:10:10) now automatically marks stock items as obsolete if they are no longer in the price file.
  • Stock - Mercury price update routine (option 2:10:8) now defaults "Track Serial" field to N.
  • Stock - now an option in 2:14 (or 3:14) to stop latest cost being updated if purchasing from an alternative supplier.
  • Stocktake List (option 2:11:7) now includes a line number.
  • Stocktake Input of quantities (option 2:2:3) now enhanced to allow starting line number (as per 2:11:7 report) to be entered if previous stocktake list is used, also ALT+F9/F10 works correctly if stocktake list done by location, plus new F11 option to allow jumping to another line number (as per 2:11:7 report).
  • Debtors Sales History report (option 1:11:26) now includes an option to print the history by department.
  • Debtors letters - option in alpha order now uses alpha key rather than customer name.
  • Cashbook - input of non cheques and receipts (option 8:2) now displays the creditors alert text.
  • Sales Orders - now has an option in 13:14 to not print previously supplied items on the sales order.
  • Sales Orders - Special Sales order print formats now supported.
  • Purchase Orders - can now have more than 200 detail lines per purchase order.
  • Purchase Orders - Deletion of old orders (option 5:15) now written to the event log.
  • Job Costing - selected job cost reports (option 6:11:3) the print parts by group option now print correct figures in the group summary.
  • Invoicing set up (option 6:14) now always allows selection of option to show labour by activity on job cost invoice.
RE2000 Dated 23 February 2001
  • Recurring invoices now handle leap years correctly when next due date is 29th February.
  • The Terminal Receipt analysis report (Option 4:11:6) now includes Direct Debit receipts.
  • Job Cost invoicing option in 6:1 now no longer asks the question 'Transfer job details onto Invoice' if the default setting is to transfer details. To amend any job details which are to appear on the invoice need to Press ALT+X to display / change the text.
  • Job Costing has new setup question in 6:14 to set the default value for the Close Job question when invoicing.
  • Job Costing Work in progress report (option 6:11:21) now allows costs to print without the invoiced cost.
  • Job Costing - 'Schedule' reports now print correctly.
  • Sales Orders do not now recalculate unit cost when a shipping quantity is entered.
  • Direct Credit file for the National Bank now includes 'Other' Party Reference and analysis fields.
RE2000 Dated 17 February 2001
  • Debtors report option 1:11:30 now prints unit cost for each invoice detail line.
  • Job costing - can now partially invoice a job to a different client. (This is an additional invoice type in option 6:1 Invoicing).
RE2000 Dated 16 February 2001
  • Creditors invoices (option 3:2) now has an option to set Stock selling price when adding an invoice.
  • Special Client pricing report (option 1:12:5) now has option to allow selection by sales person.
  • Stock setup (option 2:1) now correctly calculates & displays GST inclusive price if 4 decimal places of pricing is selected.
RE2000 Dated 2 February 2001
  • Creditors Direct Credit Listing now includes Analysis, Particulars and Reference fields.
  • Added EDI import processing for Fisher & Paykel invoices.
  • Job Cost invoicing now has option to use date job completed field as invoice date in place of current date. An option has been added to 6:14 to turn this feature on.
RE2000 Dated 19 January 2001
  • Receipt Printer / CashDraw - the software now supports a Citizen DP3540/3541 printer.
  • Job Summary parts and Labour (option 6:11:23) now prints the correct client details.
  • General Ledger (option 7:13:8) now writes an event log record for each batch deleted.
  • General ledger - can no longer edit a batch after GST flag cleared.
  • Menu options 8:3 and 3:8 wording changed from "Present Cheques" to "Present Cheques / Direct Credits".
  • GST Transaction report (option 9:2) now prints if "transactions required in order entered".
  • Debtors statements (option 1:11:2) enhanced with option to only print statements for overdue accounts.
  • Printing of Job Quotes (from option 6:1) enhanced with option to use letterhead.
RE2000 Dated 10 January 2001
  • GST transaction report (Option 9.2) now prints correctly if option 'Print transactions in order entered' is selected.
RE2000 Dated 10 January 2001
  • Re2000 enhanced to check on PC's running NT that registry settings are correct and updates them if necessary. (Incorrect settings can cause networking problems as outlined in September newsletter).
  • Re2000 enhanced to check on PC's running Windows 95 that correct VREDR patch has been applied and applies it if necessary.

Details of changes done prior to this can be found on the following pages:

·         Contacting Rees Software

    • Phone: 0800 REES EZ (0800 7337 39)
    • Fax: (03) 546 8841