Total Office Manager 11.2.27 Release Notes

11.2.27 Release Notes

Release Date: 10/22/2018

 

– – – – – – – – – – – – – – – -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:

Federal

–  None Added

 

State

– MO (Missouri) – changes the calculation of FIT allowance, effective 10/15/2018

– ID (Idaho) – correction to taxable income for singles with 1 or more state

Exemption – effective 10/08/2018

– IN DeKalb Co. (Indiana) – new rate effective 10/01/2018

– IN DeKalb Co. Nonresident (Indiana) – new rate effective 10/01/2018

– IN Floyd Co. (Indiana) – new rate effective 10/01/2018

– IN Floyd Co. Nonresident (Indiana) – new rate effective 10/01/2018

– IN Fulton Co. (Indiana) – new rate effective 10/01/2018

– IN Fulton Co. Nonresident (Indiana) – new rate effective 10/01/2018

– IN Vigo Co. (Indiana) – new rate effective 10/01/2018

– IN Vigo Co. Nonresident (Indiana) – new rate effective 10/01/2018

 

 

Software Updates:

 

Employees & Payroll:

Fixes and Corrections:

–  Payroll Summary report now displays the Net Pay line when employees do not have deductions.

–  Payroll deductions now calculate correctly when an earning with the same number of hours is used more than once per pay period.

–  Payroll wages now populate correctly on W2’s and 941’s

–  Changes made to an Employee’s Tax Info now save correctly.

–  Printing checks no longer crash when using a non-standard check style.

 

Invoices & Receivables:

New Features/Modifications:

–  Removed the ‘Update Totals’ button from the Invoices form.

 

Fixes and Corrections:

–  Customer Equipment no longer duplicated when modifying an invoice.

–  Corrected an issue that would not honor the ‘How should the cost Ea. field be populated for Inventory Items on Estimates?’ preference when copying an Estimate.

–  Invoices created through ‘Batch Renew SA w/ Escrow’ are now showing the correct total and balance.

 

Items & Inventory:

Fixes and Corrections:

–  <Add New> when choosing a warehouse on a Serialized Item is now working correctly.

 

Marketing List Generator:

Fixes and Corrections:

–  User Defined Fields now loading correctly on Marketing List Generator.

 

Reports:

Fixes and Corrections:

–  Job Costing Overview report no longer including Use Tax in the Parts and Materials totals.

–  Deposits Report no longer including Payments and Sales when it should not.

–  Inventory Valuation by Warehouse now displays Inventory Parts and Warehouses on the report.

–  Inventory History report now showing the correct Qty on Hand.

 

Sales Opportunity:

Fixes and Corrections:

–  ‘Add Log Entry’ menu option now working from the SOM List.

 

 

Schedule/Dispatching, Work Orders, Equipment & Service Agreements:

New Features/Modifications:

–  Schedule Board (New) now writes to the Audit Trail when modifying WO’s and Appointments.

–  Schedule Board (New) load time improved, and the number of refreshes reduced.

–  WO’s now calculate default Markup Methods on Items.

–  Now able to choose specific statuses for each day in a Multi-Day WO, instead of just marking it as ‘Canceled’ or ‘Completed’.

 

Fixes and Corrections:

–  Batch Updating of Work Orders no longer prompting for Admin Password if Escrow Accounting is turned off.

–  Invoices created through Batch Renewal process (with Escrow turned on) are no longer erroneously marked as paid.

–  Users no longer able to modify Work Orders tied to Escrow Movements that fall before the Company’s Cutoff Date.

–  Schedule Board (New) now honors Cutoff Date checking when trying to modify Work Orders.

–  Schedule Board (New) filters with the ‘Incomplete Only’ option checked are now displaying

WO’s

–  Schedule Board (New) now opens the correct WO when choosing the edit option.

–  Schedule Board (New) no longer displaying the Work Address when it should be displaying the Ship Address.

–  Work Orders with inactive customers are now displaying the customer name.

–  WO List report is no longer causing TOM to crash.

–  Audit Trail entries are now generated when creating Planned Maintenance.

 

Vendors & Payables:

Fixes and Corrections:

–  TOM no longer crashes when creating a Vendor Credit by auto-recalling the last transaction.