CL

New Feature / Wishlist - ADMS Forms

The Clients module has a new menu option called ADMS Forms.  This option contains five pre-formatted forms that can be 'auto filled' with data from the Job List and Clients database.  These forms may be customized as needed by the end user in order to satisfy each company's specific requirements.  The five forms currently available are: Transmittal Letter, Fax Cover Sheet, Company Letter (including envelope and mailing label), Preliminary Notice, and Lien Releases.  In addition to printing the forms, the documents can be exported to Word, PDF, Excel or HTML.

If you own the AccuBuild Document Management System (ADMS), then the ADMS Forms will be automatically filed into the system based on the contact names and job number reference on the document.  These documents can then be emailed from the ADMS system, if desired.

JC

Enhancement - The system will now store the changes a user makes to the placement of the data columns on the Job Template Screen.  The changes will be recalled the next time the user opens the screen.

JC

New Feature - Preliminary Notice can be printed directly from the Billing Info Tab of the Job List Screen.

PR

Corrected problem with the payroll batch recovery issue found on some servers.

PR

Corrected problem filing the copy of the direct deposit NACHA file for customers who did NOT have the ADMS program.

RBP

Enhancement - ReportBuilder Pro Version 10 - The first time you open your reports, a conversion routine will run, assigning the values of discontinued properties to their new counterparts.  Simply opening and closing a form (answer Yes to Save Changes) is enough to convert the reports to the current format.

RBP

Enhancement - ReportBuilder Pro now includes access to all the Database Views (User Defined SQL Views) in the company directories which enhance the reporting capabilities of this tool.  In addition, a new AccuBuild | Preview menu option now exists in the Report Designer which will allow you to preview any RBPro Report and export it to PDF, Word, Excel or HTML.

SY

Corrected problem when printing a test print of the check layout.  Also removed extra spaces between $* and the check amount for payroll checks and fixed the a/p check date format to work correctly with the current setting.