T VERSION: 11-Dec-2008@11:00 · 1.1 Display Transactions/History - allow for charge to clients so can see their order number and our reference · 1.11.24 -Client Margins - fix to print even if no sales for client for current month · 1.13.38 Add/Edit clients from file - added additional email addresses · 7.3 Edit Transactions allow edit GST field to equal Amount field VERSION: 28-Nov-2008@08:30 · 2.2.26 "Special Prices from a file" changed to update existing prices if all dates match · 2.11.9 'Stock Value report' ==> added option 'Include ZERO level stock' · 5.2 P/O receipt => if job price $ '78' (cost) then set selling price to job at actual cost of this received line · 13.14 added 'Company name pre-printed on Sales Order? Y/N' · 14.13 - 'Check Databases' – Show Progress for more information VERSION: 21-Nov-2008@09:30 · 2.11.9 'Stock Value report' added option 'Include ZERO level stock' (THOMSONS) · 2.2.26 "Special Prices from a file" added · 2.11.33 Print Stock Special Prices added option "Export to File? Y/N" · 5.2 P/O receipt altered if job price $ '78' then set selling price to job at actual cost of this received line · 14.13 - 'Check Databases' Show Progress() for more information VERSION: 12-Nov-2008@08:00 · Fix {F10} client selection popup list to ensure existing client code · 1.12.7 Export Prices Added · 1.12.8 Add/Update Prices from a file Added · 2.6.8 -Branch Stock report - added options Show Date Required? Y/N N Show ETA Date? Y/N N 05-Nov-2008@10:00 · Improved LMONTH() error message and logWrite() - show OS error and file name · 4.1 & 13.1 ==> allow 6 digit "DISC%" Pict '999.99' 31-OCT-2008 @ 13.30 · 2.11.39 Shelf labels - respect question "Include ZERO level stock? Y/N" · 2.11.25 Print Bar code - add question' Add GST? Y/N' · 2.11.39 Shelf labels - add questions 'Which Price [1-6]' and 'Add GST to Label Price? Y/N' · 3.3 Pay creditor change to check rounded amounts · 7.13.30 Add Budgets from a file · {Ctrl+L} supplier price lookup hotkey back VERSION
24 OCT 2008 @ 12.30
VERSION
15 OCT 2008 @ 9.30
VERSION 19 SEP 2008
@ 12.30 · 1.11.36 Stock Sales History by Client Report Added · 3.1 Creditor Set Up Allow Cashbook recurring charges to be displayed "recurr'(G)($)" · 4.4 Enter Quotes change default to not delete quote when invoiced. · 4.11.1 (Re)Print Invoices, if email module added new selection option for when printing invoices 'I)nclude, e(X)clude or O)nly print their INVOICES' · 6.1 Job Costing show 'e-Mail' when invoicing job if Client has e-Mail address in Invoices email field. · 8.1 Cashbook Codes Set Up added "recurr($) " to display recurring charges for the Cashbook code · General System change to allow ' ' (spacebar) to toggle logical fields and '+' or '-' on date fields, for day only. VERSION: 28-Aug-2008@10:30 Client · (1:11:23) Client Sales History report altered to allow for combine ‘charge to’ option & single print line to file option. · (1.11.24) Client Margins report altered to allow for combine ‘charge to’ option which is restricted to Client code sequence only Stock · (2.2.6) Import stocktake, altered so that if a stock code appears more than once in the file the second and any further appearances of the stock code are treated as adjustments and are added to stock. · (2.2.20) Set Min/Max Values - Print number of items in report to print a base of report · (2:2:21) Reprint Transaction Audit Report, amended to sort & sub total by stock group · (2:2:24) Stocktake variance report * NEW · (2.2.36) Import stock ADJUSTMENTS from file * NEW · (2.6.8) Branch stock report – added "Single line for Spreadsheet? Y/N" · (2.6.11) Branch stock value by group *NEW · (2.10.1) Price Update for: [Rees2000] - Added question; "Update Group, Type etc.. for existing items? “ Invoicing · (4.11.2) Print Invoice List, added option to exclude Job Costing Invoices · ( 4.11.21) Sales Statistics Report, fix <= on “Date for start of THIS financial Year” · (4.13.15 & 16) EDI Invoices to Clients, Print EDI Layout - Allow EDI invoices without email module · (4.14) Page 2, allow "Colour Option for Quote Screen" up to option 15 Purchase Orders · (5.11.6) Outstanding Items Report - added “Include & Exclude user grouping and New Page per Supplier? Y/N” · (5:13:5:1) Master trade EDI input change format of Imported Invoice# · (5.14) to allow unit and unit price on Packing slip i.e. "Show UNIT cost and UNIT on Packing Slips? Y/N" · Show unit on unmatched packing slip lines Job Costing · (6.1) Print Quote Picking Slip - Added option to print SELECTED schedule only · (6.13.x) Rearranged job cost menu - added 6:13 as utility sub menu · (6.14) Stop Jobs being transferred (\) if ' Allow Invoice/Transfer if P/O outstanding? Y/N'= 'N' General Ledger · (7.13.18) Edit Batch Description Sales Order · (13.1) 'Weight SO: XXX.XXX/IN: XXX.XXX' display to bottom of Sales Order · (13.1) Altered that if time stamp required, then invoice shows time of invoice not Sales Order creation time. · ( 13.1) S)upply All sales order - Check for serial tracking and don't supply serials Setup · (14.5) Write detailed log of Deleted SALES ORDER as is done for INVOICES · (14.14) Page 5, Printing to FAX - setup added question to allow TAB chars to be turned off "For 'FAX' printers ADD left TAB (5 char)? Y/N" · (14.15) User Security "On Purchase Order Exclude editing of Branch number” only applies where DEFAULT.BR exists · (14:34)Delete zero job number 9 JULY
2008
17 JUNE
2008
9
June 2008
· Debtors - Delete all client price records for selected client (option 1:13:36). This is a new routine which will delete all prices entered in 1:12:1 for a selected client. · Debtors Set Up (option 1:1). New feature allows the charge to account sales and margins to be included in the main account totals. This feature can be turned on in menu option 1:14 page 1. · Stock Adjustments (option 2:2:16). amend size of maximum and minimum fields to stop possibility of data width error. · Stock Adjustments Input (option 2:2:16). Add ability to select if labels required. · Stock Take Quantities Input (option 2:2:3). amend size of maximum and minimum fields to stop possibility of data width error. · Stock Take Quantities Input (option 2:2:3). amended to add a transaction with zero quantity if stock quantity not chnaged. · Stock Setup Screen (option 2:1) now displays a '.' at the top in red if special prices apply. · Stock Movements Report (option 2:11:22). Changed to run faster. · Stock edit Min / Max Fields (option 2:13:18). This is a new function. · Stock Value Report (option 2:11:9). Always show unit cost to correct number of decimal places not just two decimal places. · Stock Levels by Branch (option 2:6:1). Always show unit cost to correct number of decimal places not just two decimal places. · Stock - set obsolete flag from a file (option 2:13:36). New routine to load the stock obsolete flag from a TAB delimited file. · Stock Yamaha Price Import (option 2:10:7). Add ability to make the stock item flag on all new stock codes imported a Y. · Invoicing (option 4:1). Display the stock quantity at the bottom of the screen with decimals if quantity in stock is less than one. · Job Costing Work in Progress Report (option 6:11:21). Added selection options for Date Before, Job Type and Job Status. · Job Cost invoices (option 4:1). When using combine same stock code option and the net quantity for a stock code is zero or negative ensure that the resulting value and cost always has the correct sign. · Job costing - show jobs by salesperson (option {CRTL+J}). Added ability to View the job details and resolved problem with not sorting correctly and displaying in the correct day. · Job costing branch sales history (option 6:11:9) now runs the correct report. · General Ledger GST Report (option 7:11:7). Change to ensure that the stock account is always included as an expense. · System - Increased Bank file names to a maximum of 255 characters. RE2000 Dated 18 March 2008 · Debtors Client History Margin Report (option 1:11:35). Now displays the included / Excluded user group selections in the report header. · Debtors Edit Tasks (option 1:13:9). Resolve problem when deleting a task. · Debtors Delete Inactive Clients (option 1:13:13). Add selection for Exclude/Include user groupings. · Stock Setup (option 2:1). Added G)oto option to allow a jump to a specific file record number. · Stock Plumbing World Price file input (option 2:10:10). Ensure that all stock codes are in upper case. · Stock adjustments (option 2:2:16). Removed the option to print labels. · Stock Invoice Line Sales Report by Branch by Stock Code (option 2:6:6). Resolve problem when using include/exclude client user grouping selection. · Stock Group/Type Sales Report by Sales Person (option 2:11:17). Added selection option to include unposted invoices. · Stock Price Book Report (option 2:11:10). Now includes the stock group selected in the report heading · Stock Rexel Price Import (option 2:10:37). This is a new function which will read in a Rexel price file in the "nza gold csv" format. · Stock Branch Transfers from File (option 2:2:23). Resolve incorrect reporting of a "TO" branch error. · Stock - Global Stock Item Change (option 2:2:14). Add ability to select a stock group. · Stock OMC Price Import (option 2:10:4). Add ability to make the stock item flag on all new stock codes imported a Y. · Creditors Direct Credit List (option 3:11:8). Now checks that the bank accounts are all numeric and have at least 15 digits. · Invoicing Daily Sales Comparison (option 4:11:18). Resolve leap year problem. · Job Costing Time sheet input (option 6:3). Increase quantity from 8 to 9 digits. · Job Costing - added {CTRL+J} function to display a summary of the number of jobs allocated to each salesman for the next 7 days and a 6:12 option to allow the input and editing of notes on availability of staff. · Purchase Order Receipts (option 5:2). Added an option to add the purchase order line reference field to the description when a purchase order line is receipted direct to a job. Requires the setup flag on page 2 of option 5:14 to be set to Y. · Sales Order Stock Availabillity Report (option 13:7). The report now includes the stock location. · System files default.br and default.de can now be formated with default options on separate lines rather than all on one line separated by ";". RE2000 Dated 30 January 2008 · Debtors (option 1:11:12) branch report - shorten GST excl message. · Debtors -new report (option 1.11.35) Client History Margin Report · Enhancement to General log file entry when change Client Stop Credit from Yes to No (option 14.5). RE2000 Dated 15 January 2008 · Debtors - E-Mail Statements (option 1:11:31). Resolve problem of statements not running if say 'Y' to question "Write Message? Y/N" and then press {ESC}on the message window. · Stock take report (option 2:11:7). Enhanced to print the full stock description, which word wraps onto a second line when necessary. · Stock - Plumbing World Price Book (option 2:10:2). Changed to allow for removal of obsolete flag if an item is no longer obsolete. · Creditors Master File Listing (option 3:11:1). Enhanced with 'Text Notes Only' selection option. · Creditors Invoice/Purchase Order Receipt Variance Report (option 3:11:18). The notes field is now included in this report. · Invoicing Sales Statistics Report (option 4:11:21). New report which compares by client and stock code the sales quantity and value for current period, same period last year, current year to date and last year to date. · Invoicing - Special print formats. Added the ability to allow extra lines in the body of an invoice. This can be used to word wrap the stock description onto a second line. · Job Cost Invoicing (option 6:1). Added ability to sort the labour by activity on the invoice. Can now summarise labour by activity by rate by stock code. · Job Cost Invoicing (option 6:1). Enhanced to provide the ability to 'combine all stock codes on invoice' while leaving reports printing the stock codes in job card sequence. · Job Costing - Employee Time Clock Input (option 6:19). Added ability to round the time units posted to the job. The following selection options (menu option 14:14 password SETUP page 4) should be changed: 1. Round Labour allows N)o U)P D)own and Swedish options. 2. Round to value - Would be 1.00 if rounding to the standard labour units. 3. Activity code - This is an activity code that will be used to record the rounding values. 4. Minimum chargeable quantity - any elapsed time less than this will not be charged to the job (ie if someone spends 40 seconds on a job and the minimum chargeable is set to 1 minute and you are always rounding up, this stops them from being charged for the full unit). Details
of changes done prior to this can be found on the following pages:
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Contacting Rees Software
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