Total Office Manager Release Information

11.0.15 Release Notes
Release Date: 4/23/2018

– – – – – – – – – – – – – – – -DB UPDATE – – – – – – – – – – – – – – – –
This update requires an update to your database. This will require that all users log out of the software program so that the update can run. Once the update has run and the first user logs in, other users will be able to log back into the program in prior versions without being required to update. This update will take anywhere from 15 seconds to 30 minutes depending on the database size.

Payroll Tax Updates:

State
– MI Big Rapids (Michigan) – new rate
– MI Big Rapids NR (Michigan) – new rate
– MI Grand Rapids (Michigan) – new rate

Software Updates:

Customers & Accounts Receivable:
Fixes and Corrections
– Corrected an issue where the markup method was being pulled from the item into invoices and sales.
– Corrected an issue where the incorrect style was being used when emailing Invoices/Sales/Estimates/Credits.
– Corrected an issue where the sales tax may not calculate properly when a group item is the first line in an invoice/sale/credit/estimate.

Employees & Payroll:
Fixes and Corrections
– Corrected a data issue that might be present to associate taxes with deductions in the payroll tax tables. This missint data may impact the 941. Please update prior to submitting this form to the IRS.

Schedule/Dispatching, Work Orders, Equipment & Service Agreements:
Fixes and Corrections
– Corrected an issue where the Escrow Movements tied to work orders was not moving when using the Work Order Batch Updater.
– Corrected an error that might generate when adding contact log entries from a sales opportunity.
– Corrected the warning message displayed when creating a service agreement with escrow disabled.

Sales Opportunity:
New Features/Modifications
– Added the columns for user created and user modified to the Sales Opportunity List.
– Added Anticipated Close Date to Sales Opportunity Info Tab.

Fixes and Corrections
– Corrected an error that might generate when adding contact log entries from a sales opportunity.

Reports:
New Features/Modifications
– Modifications made to the Invoice Analysis report to now use the Estimated Cost on service items marked as Used for Labor Only.

Fixes and Corrections
– Corrected an issue where inactive Chart of Accounts were being excluded from the Income Statement – Overhead Allocated.
– Corrected an issue on the Job Costing Summary where journal entries were adding debits to income instead of subtracting.
– Added exclusion for accounts with Payroll and Labor Only Job Costing Type to Invoices and Sales COGS as this is calculated with payroll transaction COGS.
– Added exclusion for accounts with Payroll and Labor Only Job Costing Type to Invoices and Sales Overhead as this is calculated with payroll transaction Expenses.
– Added in Bill Items to the COGS calculations.
– Added Bill Items, Inventory Adjustments, and Serialized Adjustments to the check for Item Category exclusions. When no Item Category was selected, these transactions would not appear on the report.