Total Office Manager Update

Release Notes for Version 20.12.1500
Release Date: 12/16/2020 (rolling release)

Thank you for trusting Aptora Corporation with your business management software. We appreciate your feedback and support.

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Database Update

This update will require all other users to be logged out so that the database can be updated.

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New Features and Enhancements

The following were feature requests submitted by users like you:

1. Added the Advanced Columns options to Department List (located under the Advanced button on the New/Edit Department form. Ticket JL297
2. Added “Work Order Locations” Address Fields to Custom Invoice per client request. This is a paid Premium Feature. Ticket CSM067
3. We worked to improve overall Estimate, Sale, and Invoice speed. More work is coming. Ticket BH100
4. Improved the inventory quantity results after a Rebuild Item Register event. Ticket 27777
5. Added a new Batch Update Utility to the Invoice List. This includes Change Department in Header and
6. Change Department in Each Line Item. Ticket JL295
7. Made improvements to the Authorize.net credit card system. This work is beta only. CSM026
8. Made improvements to the Bambora credit card processing system. We also added labels to CC Conversion Utility. This feature is in beta. Ticket 483219
9. Under File > Company File Information > Database Stats, we improved labels to make the use of the form easier to understand. Increased the size of the form and list for improved readability. We added more information about Database Compatibility. Added labels warning users when their version was too low, or compatibilities did not match.
10. Made changes to the Unit of Measure (UOM) and Inventory reports to help clarify the use of UOM.

Payroll Enhancements and Fixes

1. A database script (904) was added to fix bad data in paycheck earnings and deductions. There are instances from prior payroll processing where taxes were being added to the Paycheck Earning Taxes and Paycheck Deduction Taxes tables that were not present in the employee setup.  This results in inaccurate numbers for the 941 and W2 Federal Income Tax Wages for box 2. Ticket CSM083
2. A database script (901) was added to include the 2021 UI Wage base updates for available states. Ticket CSM080
3. Paycheck Recalculation resets manually adjusted entries to the paycheck. This is normal but we added additional warnings. Ticket 26495
4. Updated Form 940 to include changes for the 2020 tax year. Ticket CSM079
5. As of 11/27/2020, Alaska, Delaware, Hawaii, Idaho, Illinois, Kentucky, Michigan, Minnesota, North Dakota, Oregon, and Tennessee have not announced their wage bases for the 2021 payroll tax year.  Once these are available, they will be provided if an update is needed.  They are currently set to the 2020 wage base pending publication release. Ticket CSM080
6. Provided the ability to exclude “tax” items from printing on the W2.  This is needed as some companies set up fringe benefits to calculate on earnings specifically. These are not true tax items to report to the SSA. Column bNoW2 has been added to the pr2TaxType table. In W2 processing, any tax item with the bNoW2 checked will not calculate and print on the W2. Also made the year population more dynamic to only show five years prior to the current year and the next year. Ticket CSM082
7. SS Employer was not calculating on three employees for very specific reasons. Very few companies reported this. We have resolved this issue. Ticket 25398

General Bug Fixes

1. AIA Add Group Items filter was not working correctly. Ticket 27626
2. Removed a small floating grey box on Inventory Adjustment Form. This was not causing any problems; it was just annoying. Ticket 27801
3. Export form security was not fully working. Ticket #22585
4. The Subject field was no longer including Invoice Number. Ticket 14524
5. Fixed a grouping issue in the Income Statement – Dept Wide COGS report. Ticket 14010
6. Fixed a sorting issue in the Income Statement – Dept Wide Income report. Ticket 25279
7. Mail To field on the internal emailer was not populating. Ticket 26766
8. Fixed a search issue with the Quick Filter using Total Bal. Ticket 27657
9. Fixed a rare and hard to pinpoint issue where the Direct Deposit Info was disappearing. Tickets CSM075 and 26110

Yellow Screen Error Submissions

These are the unanticipated errors that open a form with a yellow background. We appreciate any information that users add to this error message prior to clicking the Submit button.

YS/RE ConcurrentUserCheck Increases After Recent Updates. Ticket CSM085

modReports.DateRange_SetDates()Invalid property value

frmWorkOrder.setDefaults() Invalid property value

frmItemAlias.checkVenAliasDupe() Incorrect syntax near ‘L’.

frmAppointment.loadRecord() Invalid property value

modReports.RptAddLogEntriesInv()FOREIGN KEY constraint “FK_Topics_Log”