Diary Waiting Time : Waiting time for an
appointment, from the time of arrival to start of billing,
is stored in the Diary table. This is not used in any
reports yet. [BS5012]
Diary Lock Colours : can now be assigned when the
lock is created. This will help in identifying the reason
for the locks. [BS4558]
Diary Lock : A right click menu option has been added
to create a lock in the selected staff and time. This should
make it a little easier to create locks. [BS3357]
Diary Reason Colours : can now be assigned in
Picklists. The chosen colour is used to draw a border
around the appointment. If more than one reason is present,
then the first one is assumed to be the major reason and its
colour is used. This will help in identifying the
appointments by function. [BS5451]
Diary Reason : can only be made inactive if there no
current or future appointments using it.
Diary Profile : now has a new property
Divisions Per Hour (Time Division Display). This
allows you to change the current 15 minute lines to 10, 20
or 30 minutes. Each diary can have a different one if
required.
VIP Clients : Coloured flags have been added to
Client Group which can be setup in Picklists -> Client ->
Groups. The VIP Clients can then be setup to use the
appropriate Group. The flag if allocated shows up on the
appointment in the Diary. The letter, Description and Flag
can be setup to suit. [BS5412]
Diary Icons : are now drawn top to down, right to
left. They take up less space and look less cluttered. The
icons are also not displayed when the box is less than 100
pixels wide. This default may be changed in Setup ->
Diary -> User.
Diary Ruler : has been added. The ruler moves to
where ever the mouse is clicked and it can be turned on or
off. This allows one to identify the time of the
appointment visually. [BS4996]
Sending SMS to Staff : New Feature. You can SMS
appointment details and To-Do List Items to a staff from
the Diary.[BS3894], [BS4738]
SMS Conversation View : New Feature. You can view the
SMS text that was send to a client or Staff and the reply
received from Diary, Client Screen and Staff Screen.
[BS4575], [BS5112]
SMS Reply Arrived : is now indicated by a cell phone
icon on the appointment box in the Diary. This is shown
if there are unresolved SMS entries. To make it go away,
all entries must be marked as resolved.
Any outgoing message is marked as resolved. If an incoming
reply is an appointment confirmation and starts with a
'Y' then it is ignored. All other replies
change the status to Unresolved.
If the reply is for a staff, the cellphone icon is displayed
on the staff box on the diary.
Emailing Appointment details : When an email is sent
after creating an appointment, the details now contain an
attached file that can be imported into Outlook Calendar.
This feature is enabled by default. You may turn it off in
"Setup -> Diary -> Email and Sms". [BS5174]
Appointment overlap : When making linked appointments
if the time is changed for one, the invalid set is not saved.
The user has to fix them first. There is also a delete
option now to remove an unwanted link. [BS5553]
Batch Date : of an existing Batched Bill can now
be changed from the Actions Menu -> Bill -> Change Batch Date
[BS5671]
Travel Charges : now pop a form where one can decide
which distance to use (if there are mutiple addresses). One
can also change the distance to charge for as a figure or as
a percentage. [BS5691]
Creditors :
Clone Invoice : function has been added.
[BS4427]
Refund Invoice : function has been enhanced. When
refunding a Creditors Invoice, all previous refunds will be
displayed. You can then examine the old refunds or continue
to make the new one. Note this only works for refunds made
after this update. [BS1649]
Refund Payment : function has been enhanced. When
refunding a Creditors Payment, all previous refunds will be
displayed. You can then examine the old refunds or continue
to make the new one. You are not allowed to refudn the same
invoice twice. Note this only works for refunds made after
this update. [BS3758]
Payment : If printing is cancelled, the payment
is no longer saved.
Vouchers :
Vouchers : Partly or fully redeemed Vouchers
cannot be refunded [BS5383] [BS5459]
Vouchers : If doing Voucher Sale in Batched mode,
the Date of sale is recorded as the Batched Date[BS5478]
Billing :
Access Rights to Stop Charge : New Access Right for
marking Clients as Stop Charge. The Stop Charge Pick list
in Client Screen is enabled only if the logged in user has
the access rights to it.[BS5431]
Access Rights to Cancel Bill : New Access Right
for cancelling Bills. This defaults to Yes. [BS5416]
Access Rights for Charge to Account : Enabled access
right checking when clients are charged at billing.
[BS5416]
Bulk Mailers : Advanced filter button has been
disabled as this is available only for Reports.
[BS4542]
Write Off Bad Debt : The reason can be entered on the
same form. Before one had to go to the Client Form to enter
the reason. The reason field has also been doubled in size.
[BS4601]
Logging for Refunds : Login option for Bill Refund.
If this is checked, the staff has to login for doing Refunds
and it is logged to Event Log. [BS5062]
Product Unit Sell Price Rounding : was not rounding
correctly. Fixed. [BS5439]
Emailing Invoices/Bills : When an invoice is
finished, the print dialog has another button to let you
email the Invoice to the client as a pdf file. The actions
menu in Account History will also let you email the invoice.
[BS4998]
Scanning Product Barcode : when on Staff selection
window used to cause AV; addressed. [BS5429]
Master Syndicate Bills : can now be refunded. Note
that partial refund is not allowed, but a full refund can be
performed with all other options available. If any of
the member bills have been fully refunded, the master refund
will fail. [BS5490]
Bill Notes : may now use @line
mailmerge variable to divide the notes with lines across
the page. [BS5605]
Billing : Date printed in Bold to match the screen.
[BS5700]
Batched Billing : if closed with the cross was not
being Marked as invoice; addressed. [BS5690]
Voucher Payment : refunds were not carrying over
the voucher details; addressed. [BS5707]
Use Credit : now works when a Client is in credit
even if Stop Charge is set. [BS5656]
General Ledger Button : may be removed from the
toolbar if not being used. [5359]
Clients :
Client Defaults : have been moved from the Setup
(Master.ini) to Client Profile. Now they are all in one
place and allow you finer control.
Client Merge : now works for Syndicate Members.
[BS5445]
Staff Creation : if a new street or suburb is added
while creating a new staff it was not displayed; addressed.
[BS5502]
Document Manager : now shows two more fields for SMS
- the Reply and Received date/time. Received is a new field,
for historical records it has been set to the Date Sent.
Amount Owing : on last statement can now be used
for Client searches. One can enter a range of figures and
the code matches them for with and without incentive
discounts. [BS5563]
Client Gender : can now be shown as a coloured
border on the Client, Bill Edit, Account History and
History Browser forms. You may change the colour and
border thickness in Setup.
Notes Display : has been added to History and Bill
for Client Notes. The Print History Notes option now
tags the notes so that are displayed in History as well.
Previous notes of this type are automatically converted
over. [BS5686]
Document Manager : now supports abbreviations for
rapid text entry for notes only. [5497]
History :
Edit and Delete History : Setup options have been
added to allow you to control how old the history has to be,
before it is no longer allowed to be deleted or edited. If
the bill has not been finished then these restrictions do
not apply. Similarly, a history can not be added to a Bill
that is older than what is configured in the setup.
A Status field has been added so that when History is marked
as Deleted by accident, it can be unmarked.
[BS5002,BS5875]
Update History : form now shows a tick for Clients
who have had a history added. This allows the user to see
which Clients are left to do.[BS5557]
History Abbreviation : length has changed from 7
characters to 12. [BS4730]
History Printing : now has an advanced option which
allows one to select a date range and number of hsitories
to print. [BS4488]
Status Bar : was introduced in version 4.00 to show date,
time, store, till and branch. This was to support Vista which
does not allow applications to use the caption panel anymore.
It has now been improved by the addition of several icons on the
left hand side. Read about it
Product Bar Code Labels : may now be printed with or
without Sell Price. This is now selectable on the form at run
time. Any one using the A4 report without sell price will
now have to uncheck the Print Price checkbox
prior to pressing the Print button.
[BS5567]
4.20 b 2009-08-01
Voucher Refunds : now retain the payment methods.
[BS5707]
Creditor Payments : At the Head Office, for multi-branch
systems, the Payment Run now allows one to make payments for
a slave branch on its own, the head office on its own or all
branches together (excluding branches that are doing their
own payments). [BS5754]
Diary to Staff : Right click menu option in Diary will
now open the Staff record. [BS5712]
Diary Rooms : can now be individualised for each branch.
[BS5755]
4.20 c 2009-11-03 Database and Exe change.
Changes made to 4.1 : are also in here by default.
Please refer to notes on 4.10zw, 4.10zx, 4.10zy, 4.10zz
and 4.11a, 4.11b and 4.11c.
Estimates and Quotes : have been made easier to handle
during billing. Read about it
[BS5633,BS5703]
Travel Distance while Billing : now presents a form which
allows the user to select which distance to use and to enter a
percentage to charge for. [BS5725,BS5691,BS5850]
Client History - Bills : now allows the user to filter
for
Future Bills
Refunds
Account Fees/ Interest
Unfinished
Open Batched Bills
[BS3115,BS3484,BS3920]
Supplier Initialisation : An exception was raised when
a payment refund was made for a negative balance invoice;
addressed. [BS5792]
Future Appointments : can now be printed for a client.
[BS5539]
Bank Rec : no longer allows future dates. [BS5683]
Standing Appointments : minor enhancements made. [BS5463]
Removing Staff from Diary : was failing; addressed. [BS5848]
Merge Client : was failing when GL was used, fixed.
An urgent manual fix is available for 4.1 [BS5732]
Search and Replace : Negative values for percentage
discount are now allowed only if Setup allows negative
discounts. The Product record no longer allows negative
Bonus Points. [BS5735]
New Client Icon : If future appointments were made
before a bill for a new client then they were still marked with
the "New Client" icon; addressed. [BS5813]
Linked Appointment Editing : when the appointments were in
different diaries used to fail; addressed. [BS5779]
Address Fields : have been enlarged as much as was
possible to fit in all the reports (lists, labels, invoice,
statement etc). [BS4555]
Bill Item Pricing : now tracks the price from the
product as quantity is changed. So the price no longer sticks
to 0 once a small quantity has been entered. [BS5672]
Vouchers : it is now possible to buy an internal voucher
and pay with an external voucher. [BS5834]
Complex Product : On Syndicate Bills with discount would
sometimes be out by a cent; addressed. [BS5892]
4.20 d 2010-01-25
Changes made to 4.1 : are also in here by default.
Please refer to notes on 4.11d, 4.11e and 4.11f.
Client Group : is now shown in Client Search.
The setup allows the display to hide
the image / icon. This may be required if the application
slows down when running as a Terminal Services Client. It
defaults to image. One can also search by either the Manual
Group or the Automatic Group
Hotel : The information "bill for xx nights"
is now correct for all situations. [BS5802]
Titles : Dame has been added. [BS5900]
To Do List : now defaults to the date of the Diary
instead of today's date. [BS5831]
Macro Pricing : now includes the drug fee for any drugs
in it. This matches what it does at billing. [BS5860]
Product Handout : can now be setup to print automatically
at billing. [BS5880]
Inactive Reminders : can no longer be assigned to
products. [BS5344]
Merge Clients : now works for Syndicate member. [BS5881]
Merge Clients : no longer merges Simple Notes, they
have to be done manually. [BS5853]
Supplier Product List : is now in an alphabetical
order. [BS4678]
Creditors : When a sell price is changed in Inwards
Goods, the products are updated right away and it shows it
visually that it is doing it. Users were then making it 0
to not change the sell price. The application is now
reversing this change. [BS5883]
History and Doc Manager Abbreviations : were losing the
last character when the abbreviation was entered in the middle
of existing text; addressed. [BS5865]
Diary Reasons : form now brings up the reasons of the
current branch by default. [BS5793]
Overall Bill Discounts : were not correct if a percentage
discount was followed by a dollar discount; addressed.
*Apply_Discount_To_Bill.2HE*. [BS5919]
4.20 e 2010-01-25
Client Screen : The batched and future bills totals
can now be clicked to display the bills that make up that
total. Once in the list screen, the bill can edited (if batched)
or viewed (if future). [BS5899]
History Print : The new history print now prints letters
as well. [BS5698]
History Print : The new history print now prints the
fields of the forms in the correct order. [BS5272]
Bill Type Description when Closing : is now displayed
in the Close Prompt instead of the word "Bill". [BS5905]
Bill Item Message : is now entered as a memo. Up to
2000 characters can be typed in. These are word wrapped on
the screen and automatically saved as multiple lines. When
editing, the lines are combined automatically. [BS5876]
Reporting Product : has been added. This allows you
to create products with no price or stock so you can use it
for reporting. Read how to here.
[BS5681]
4.20 f 2010-03-01
Exe and Database changes.
Bill Payment Change : From Account History, a bill's
payment can be changed if the bill is closed and in the open
month. This performs in a single step what you would do
- refund bill and then copy it and save with new payment
Read how to here.
[BS5877]
History Merge : On Merging Sites, history is now
editable only on the site that created it. Users were
accidentally modifying them at two sites and losing the changes.
Changes have also been made in the merge backgrounds to prevent
the importation of these changed records from the other site.
4.20 g 2010-03-26
Exe and Database changes.
Client Groups : processing has been sped up and now
runs only when configured to.
History Report : has been updated.
Web Update Background : has been sped up.
Staff Search : now allows creation of New Staff
record when run from the main tool bar. [BS5955].
Addresss Entry : Issues with Post Box entry have been
fixed. [BS5956].
Search and Replace : does not show the updated records.
It can not show them when a category is changed. It now
displays the number of records that will be updated. [BS5957].
Incorrect Shortcut : would crash on Vista and Terminal
Services taking up 100% of the cpu time; addressed. But who
set them up incorrectly and did not test them ? [BS5961].
History Browser : a new html based history browser
has been added to show all histories on one page.
Read about it here.
The old history browser has been renamed slideshow and is still
available from the menus.
4.20 i 2010-04-14
Exe and Database changes.
Diary Border : width can now be changed to suit. There
is a separate setting for Reason and Lock. [BS5969]
Reports : some buttons were not working with the
keyboard shortcuts; addressed. [BS5971]
Update History : now shows the tick for history only
if the history is present and is not blank. [BS5946]
Batched Billing : If Autopost is on, the Save and Exit
button is now displayed so that the bill may be saved without
finishing it. [BS5953]
Diary Locks : no longer produce tiny locks when multiple
locks and unlocks are performed. [BS5958]
Address PickLists : no longer show City for Australia.
Diary Locks : are now password protected by access
rights. [BS5828]
Html Email Editor : has been replaced with something that
is based on Microsoft's Internet Explorer. It requires
installation which will happen automatically when you try to use
it. If you do not have sufficient proviledges on your computer
then it will ask you to ask your administrator to install it.
Birthday Display Feature : has been added. A birthday
icons shows at billing and diary if the Clients birthday has
just passed or is due soon. You can change the settings in
Setup.[BS5872]
Birthday Mailout Feature : has been added. The system
can be configured to send Birthday wishes out automatically by
SMS or email.
Read how to here.
[BS5872]
History Reports : have been spruced up. [BS6017]
Barcode Problems : some users have been able to scan
in a product barcode into the quantity field. Whilst we could
not reproduce it, we have taken multiple measures to prevent
this from happening. [BS5941]
Letter Templates : used to cause exceptions with some
mail merge variables; addressed. [BS6027]
Print Logo in Setup : Print Logo option in Report
Templates was not being enable at times; addressed.
Client Address : Address fields are now cleared when
adding a new Client. [BS6028]
Web Background : (My Records) now has better failure
management. The Background Errors status bar icon will blink
if the Web Module Background application cannot connect to the
Web Server and create an entry in the Event Log. An email
will be sent to support@cfl.co.nz. You can
setup an email address that you wanta copy sent to.
A4 and A5 Invoice : Date was overlapping with the
Invoice heading for Australia; addressed. The layout has been
improved as well. [BS6029,BS6011]
Client Record : The default photos for male and female
have been updated.
History Browser : was not opening some history items and
History Slide Show was showing no history when viewed from an
appointment in Diary; addressed. [BS6019]
History Printouts : Complex Items now print on History
according to the setup in Complex tab in Product record.
[BS6007]
Background : was unable to process a bill if the
corresponding Client or Product record was being edited. It
tries for 1 hour now before marking it as error. [BS6030]
Address Fields : for a new client are now cleared, it
used to show the ones for the previous client. [BS6028]
Product Barcode in Letters : The mailmerge varible for
product barcode now prints the actual barcode number. [BS5884]
4.20 j 2010-05-20
Exe change only.
New Report : name is now editable. [BS6044]
4.20 k 2010-05-25
Exe and Database changes.
Diary Popup Menu : did not always work for the selected
staff; addressed. [BS5934]
Alternate Statements : It is no loner possible
to bill two animals on the same bill if the client has been
tagged for Alternate Statement Report. [BS5758]
Bill Message : was not working if previous item was
multi-character till category; addressed. [BS6068]
Html History : now print out the logo line because the
old history printouts used to. [BS6008] *Hst_Default.css*
Appointment Window : is now shown in screen centre with
a larger default size. User made changes to the size and
position are not retained. [BS6048]
New Client : When adding a new client using the
+ button from the Client Form, the Phone numbers and
address details were not allowed to be entered; addressed.
[BS6066]
Staff Mailmerge : now supports the Staff member's first
and last name, separately. [BS6040]
Store Selection Form : no longer lists inactive stores.
[BS6026]
Closing the Diary : after the bill was started would
cause an exception; addressed. [BS6057]
Multiple Sms Replies : are now supported. New reply
gets added to the old one at the front with timestamp. So, all
the replies can be viewed. Newer replies will be scanned for
'Y' to mark the appointment. But if the first
one marked it as Confirmed, the second one can not Unconfirm it.
SMS Background : was not always detected when running;
addressed. [BS5774] *BKG_SMS.EXE*
Bank Reconciliation : The starting balance can now
be entered if reconciliation has not been done on that
Bank Account. [BS6059,6061]
Bulk Mailers : no longer checks for a valid default
printer when going to preview. [BS6060]
Standing Appointments : If the detail field is edited,
it is now updated on the actual appointments. [BS6045]
*Allocate_Standing_Appt.2KP, Check_Appointment_For_Error.2KP*
Bulk Account Payment : it was possible for users to
sneak in bills for a closed period; addressed. [BS6055]
Visit Dates : are no longer updated for Refund
transactions. [BS6049]
Background : was experiencing "Transaction Already
Started" error; addressed. [BS5590]
Future Appointments List : no longer shows deleted
appointments. [BS6079]
General Ledger : Opening Balance Calculation issues
fixed. [BS6083]
Document Manager : When editing/viewing sms, no longer
saves the splitter position. This stops it from going wrong
the next time it is used. [BS6088]
4.20 l 2010-06-01
Exe change only.
Staff Performance : figures are now available online,
without printing a report. Each staff can view their data only
from their staff record. They have to use their password to
access it. It is recommended that each staff member change
their password from the default, right away. [BS5726]
Staff Targets : can now be entered. Note that there is
only one figure, it does not keep a history of different targets
over time. The owner or a designated person can change the
targets of all the staff of that branch at once. There is menu
option under Utilities for it. [BS5726]
What's New in version
4.2