Total Office Manager Update

Release Notes for Version 20.6.2200
Release Date: 6/23/2020 (rolling release)

Thank you for trusting Aptora Corporation with your business management software. We appreciate your feedback and support. We have been working hard to make this the best software possible. We are proud of our latest version.

Database 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 not be able to log back into the program in prior versions without being required to update. 

Total Office Manager Enhancements

1. 1. Added options to Department > What Best Describes and Sales Opportunity Manager > Product > What Best Describes. This was in preparation for the release of Contractor Compass™ Super Dashboards. This feature is in beta. Ticket #JL248
   2. Added “Reports To” to the Employee form. This was in preparation for the release of Contractor Compass™ Super Dashboards. This feature is in beta. Ticket #JL242
   3. Added Payroll Taxes to the COA Best Describes. This was in preparation for the release of Contractor Compass™ Super Dashboards. This feature is in beta. Ticket #JL241
   4. Added the ability to import a budget. This option is found on the Budget list and Import Utility. We also added the ability to export the budget directly to MS Excel. The idea was to allow users to create a rough budget, export to Excel, complete the budget, and import that budget back into the software. This import includes the new Fixed and Variable overhead options.
   5. We added the option to print statements without grouping.
   6. Improved the ability to expand and resize the Bank Reconciliation form.
   7. Considerable work was done to assure modal forms will appear on the correct monitor (the monitor with Total Office Manager) when multiple monitors are in use.
   8. The Contact Log button will be red when there are contact log entries for that contact.  This will increase visibility for the user to alert them Contact Log entries exist.
   9. Reset modal form position when closed. Modal form should now open on the same monitor as the main program. Ticket #15512 and 15512a
   10. Optimized list forms when using the Fast List feature.
   11. Changed PO Column Preferences for Item Reservations. Ticket #24672
   12. In Preferences > Vendors > My Preferences. Add these two checkboxes. They are unchecked by default. When checked, we will not show the following message boxes in any form that might show them. 1. Suppress this message box: “This Vendor has open Item Receipts. To Enter bills for the item Receipts.” 2. Suppress this message box: “This Vendor has open purchase orders. Do you want to receive against these purchase orders?” Ticket JL240
   13. Added the Tax ID field to the Vendor Import. Ticket #24620
   14. Quick Filter on Custom Data View not remembering the last Quick Filter that was set when the form was closed. It now saves that setting.
   15. Made several improvements to the Financial Ratios form. We replaced the images, changed fonts, and improved the look. We added additional explanations for the ratios. The Altman Z-Score was replaced with the newer (and more appropriate for our industry) version called Z2.  The Financial Ratios form was moved to Reports > Financials > Financial Ratios and Analysis. We published a KB article titled Financial Ratios. Their Meaning and Usage. This KB explains the new Altman Z2 and much more.

Bug Fixes and Fine Tuning

1. Incorrect Security Violation error on ePay. Ticket #24298
2. Fixed issue with bar code scanning on the Item Lookup form. Ticket #23098
3. Fixed a bug that could cause an incorrect Payment Receipt to be emailed. This was reported by one user and would be extremely rare.
4. Awarded Estimates are not populating in the Job Costing Overview report, Additional Info section. Ticket #23889.
5. Timesheet Earning Preference showing Inactive Earning types. Ticket #24393
6. Unable to enter Amount on PO. This bug required a very specific column order. Ticket 23608
7. Fixed a rare “Invalid Query” message while using Fast Lists. Ticket #CSM007
8. Attempted to fix a bug related to the internal emailing system. When emailing invoices with attached PDFs, the attachments are incomplete. This has been reported by one user and we are not able to reproduce the problem. We refactored the process and updated the emailing system .dll file. Ticket #20254 (possibly related to  JL237, 23126, 23126a, and 14711).
9. Inventory Review/Adj is grayed out when Warehouse Assignment by user is off. Ticket #24126
10. Fixed a very minor UI issue on the Receive Payment form, Trial Balance form, and Work Order form. These issues were not reported.
11. Resolved an issue related to Inactive Stages Text Colors. Ticket #23938
12. When converting Estimates into Invoices, the Due Dates were not always loading when terms are present. Ticket #24366
13. Fixed problem displaying serial numbers at Company > Inventory Adjustment > Serial Number List. Ticket #24332. This may also be related to 24211 and 24225.
14. Sales Opportunity Manager Department selection does not populate. Ticket #23698
15. Cannot edit non-financial fields on a Sale when the period is locked using a Cutoff Date. Ticket #24489
16. Journal Entries Import not allowing for preference “Do NOT require Vendor selection”; except for the Pay Sales Tax Default Bank and Accounts Payable COA. Ticket #24330
17. Checks are not showing on the set credit form to be applied to a bill. Ticket #24162
18. Fixed a rare non-reported issue that would cause the entire Total Office Manager interface to shrink when importing a file. Ticket #JL153
19. Resolved an issue related to escrow movements with zero planned visits. Ticket #20582.
20. Fixed an issue with the average cost for purchased items the use the Unit of Measure feature and have a quantity greater than one. Ticket #23580
21. Income Statement Overhead Allocation Report was not adding up correctly. Ticket #24166
22. Emailing statements using alternative SMTP not always writing to Contact Log when the option is checked to do so. Ticket #24000
23. Payroll Summary drill down for details could retrieve incorrect information. Ticket #23964
24. When clicking refresh, the Add Commissions form is losing previously selected commissions. Ticket #22651
25. Journal Entry import message box would come up multiple times. I did not need to. Ticket #15298
26. Permissions denied on User Filter edit.
27. Employee Payroll Setup > Tax Info Tab missing when Payroll Service is enabled
28. The 940 was showing an incorrect year. Ticket #24266
29. With the Payroll Service feature on, the Bill should have a line entry for the un-accounted for salary, the commission should match the paycheck. Ticket #10863
30. Invoice not saving properly and causing out of balance transactions. Ticket #23648
31. Vendor Credits are not always taking inventory parts out of inventory. Ticket #24059
32. Schedule Board Quick Edit not recognizing switch from WO to Multi-day work order.
33. The Document Uploader greyed out. Admin is the only user that can see document uploader when the preference is enabled.
34. Fixed Yellow Screen “clsImportInventoryQty.addAdjustment() Multiple-step operation generated errors. Check each status value.” No ticket number. This was electronically submitted.
35. Fixed a Yellow Screen message when loading a work order “frmWorkOrder.loadRecord() Invalid property value”. No ticket number. This was electronically submitted. This may address Ticket #24844.
36. Fixed a Yellow Screen message when importing invoices. Ticket #24506
37. Fixed Yellow Screen error “clsListForms.loadGridArray() Invalid column name ‘ShipTo’.” No ticket number. This was electronically submitted.
38. Fixed Yellow Screen message on Quick Filter when User Filter is in use. Ticket #24494
39. Fixed Yellow Screen message when Batch Renewing Service Agreements. Ticket #24488
40. Fixed Yellow Screen message when changing the Date on Multi-Day Work Order. No ticket number. This was electronically submitted.
41. Fixed Yellow Screen message when rebuilding the Item Register. No ticket number. This was electronically submitted.