Total Office Manager Update

Release Notes for Version 20.9.3000
Release Date: 10/6/2020 (rolling release)

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

Database Update

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

Bug Fixes and Fine Tuning

1. Fixed an issue when using the alternative SMTP emailer to email a payment receipt it is not adding a contact log when this option is selected. Ticket TSM-00005
2. Fixed an issue were priority (work order) on the planned maintenance form is not following the preference for default Priority for work order. Ticket 26578
3. Corrected the memory issues causing the 941 report to not print the proper page layout. Also increased year selection to 2021. Ticket CSM023
4. Updated the phone number on Premium Features. Ticket CSM044
5. Corrected issue when you have the print option “Include Work Order User-Define fields” selected and print multiple work orders user-defined fields from each work order appear on every work order. Ticket 26410
6. The “Include Sub Departments on Income Statement by Department-wide” option was not functioning as described by the tooltip. Ticket 26094
7. Include Sub Departments on Income Statement by Department-wide not functioning as designed (per tooltip that is present). Ticket 26094
8. Vendor phone number showing up on a printed Bill incorrectly. Ticket 26330
9. Worked to fix a rare issue that can cause a network connection failure or dropped connection.
10. Corrected issue that could cause the SA Discount to be incorrect on a work order. Ticket 26239
11. Fixed issue where the pop-up notes are not generating when creating an invoice from an estimate or converting an estimate to an invoice. Ticket 26201
12. Fixed issue with zero qty items on purchase orders having an amount. Ticket 26171
13. Fixed an issue with security that prevented the serial number list from opening.
14. Fixed an issue that prevented the YS Auto Error Submit to stop working.

New Features and Enhancements

1. Added a system called Work Order Locations which allows uses to create work locations that are not part of the normal parent/child setup. These locations do not require an address. Locations also allow for specific payroll taxes to that location. This feature was in beta. Additional improvements were made from the initial release under the same ticket number. Please see the help topic for additional information. This is a onetime fee-based Premium Feature. Feature Request Ticket 25857
2. We now use a “Go” button to search lists. We replaced the timer delay preference with a Go button that initiates the search. Feature Request Ticket JL252
3. The Budget Import from MS Excel now ignore rows with no account number. This allows users to add additional lines for sub-totals, totals, notes, and more. You will be able to format your import to look more like an income statement. Feature Request JL273
4. Added Security for No Invoice/Sale Required on a work order. To be able to check this box on WO, the user will have to be granted permission. If they have edit work order permission now, they will have permission to use this feature by default. The permission is in User Security, Company section, under the Work Order List option. Work Order Feature Request Ticket JL281
5. Added Work Order to the Bills and Item Receipt import feature. Feature Request
6. When performing an Export to Excel or Open in Excel action on the Customer:Job list, that event is now recorded to Audit Trail. Feature Request Ticket JL282
7. Made general improvements to the new (beta) credit card UI and other improvements. Ticket JL276
8. Added our standard Security Label to paychecks. Feature Request CSM
9. We added the ability to include Labor Minutes to the Zone Pricing premium feature. This allows users to create up to ten different labor times for each item and optionally set that as a default per customer or job. Ticket 25859
10. The Preferences > Company Preferences > Hide Columns that Significantly Slow List Performance button will not uncheck the “Out of Stock Serialized Items: field on the Invoice list. Unchecking this can increase performance significantly. Note: The Invoice list includes a column called “Out of Stock Serialized Items”. This field indicates when a serialized item was sold, and a serial number was not entered. There is a preference to allow this.
11. Improved Bills form sizing. Ticket CSM033
12. Made changes to improve clarity on the Item History report for Unit of Measure (UOM) items.
13. We made some label and field changes to help clarify Unit of Measure. Item History Report UOM items – QTOH looks at UOM total QTY and the QTY field was labeled Tran QTY
14. We now include all columns to be shown for new users, by default, on the Vendor Bill form (expense and item tab). Feature Request Ticket CSM036
15. Made sure that modal forms related to the Tools > Utilities form open on the correct monitor. This makes them easier to notice and locate. Ticket JL283
16. Added tooltips to the Status Bar. This includes one that explains how SOM Reminders get there.
17. Sent MS SQL Version to error log database
18. Made sure the Warranty Dates on Equipment match the Invoice and Sale warranty dates. Feature Request Ticket CSM041
19. Updated the Premium Features hyperlinks. Ticket CSM032
20. Added a WO# Column to PO Tab in Customer History form. Feature Request Ticket CSM030
21. Added a new preference to exclude the Balance field found on the Customer History. Excluding the Balance field will allow the form to open faster for many users. This is located at Edit > Preferences > Customer:Jobs > Show Balance on Sales Tab in the Customer History Form.
22. Improved sorting of Service Agreements on the Invoice, Sale, Estimate, and Credit forms. We changed the default sort on the drop down for the Service Agreement field to sort descending by the Ends date.  It was grouping by the agreement Type then by Begins column.  When a customer has a lot of agreements, they had to scroll to the bottom to locate the most current record. Feature Request CSM024.

Yellow Screen Errors Fixed

These are errors that users receive and are presented with a form that includes a yellow background. We appreciate the information that is entered. That offers us important glues as to how the problem was encountered.

1. Fixed yellow screen error related to connection with GetSysPrefs
2. Fixed yellow screen error related to frmPO.saveFields() Subscript out of range
3. Fixed yellow screen error related to Bill to Customer:Job. Ticket TSM-0004
4. Fixed yellow screen error related to modRecords.batchRenewSANoEscrow() No transaction is active.
5. Fixed yellow screen error related to frmInvoices.loadSA() Connection failure
6. Fixed yellow screen error related to frmWorkOrderList.completeWorkOrder() Connection failure
7. Fixed yellow screen error related to clsListForms.loadPrefs() Connection failure
8. Fixed yellow screen error related to modBalances.DueDate() Connection failure
9. Fixed yellow screen error related to saving an invoice. Ticket 25857
10. Fixed yellow screen error related to modCommon.fetchInactivateStatus() Connection failure
11. Fixed yellow screen error related to Item Assembly. Ticket JL275
12. Fixed yellow screen error related to and Active X error on Save List in MS Excel. Tickets 25076 and CSM021