8.5.1 Accounts Payable Accounts Payables system is complete. 8.5.1 Invoice Entry New grid entry for easy entry of invoices with multiple lines. Clone an invoice also clones every line. 8.5.1 Recurring Payables You can now enter an invoice and payment that is truly recurring so that it will post every month or however often 8.5.1 A/P Reports No more canned reports! Every A/P report is now run from the Detail Report Writer, so you can easily customize it, print it, or export to Excel. 8.5.1 Invoice Entry Allows invoices to be designated to print on a separate check 8.5.1 Payables Added comments for voids - invoices and payments. 8.5.1 Payment Cards Added ability to assign a payment card or just a payment vendor to an invoice 8.5.1 Journal Entry Added option to require an attachment 8.5.1 Database Made every client its own separate database 8.5.1 All Reports Added menu to browse, search, and manage all reports 8.5.1 Report Writers Added calculator button 8.5.1 Report Writers Select by comparing one item or column to another instead of just a value 8.5.1 Report Writers Added Indented Form as an alternate way to keys selections 8.5.1 Report Writers Added %Selection% variable so that you can choose to see the selection in the header of a printed report 8.5.1 Financial Statements Can now drill down from Financial Statements to the Actuals / Budgets screen for multiple accounts, which then uses the Sum feature on the Actuals / Budgets screen. 8.5.1 Budget Years When creating a new budget or forecast year add options on that screen to copy and/or allocations from prior year 8.5.1 Budget Formats Organized the edit screen better, putting all the extras on a separate Settings screen 8.5.1 Budget Formats Added default number of components per month 8.5.1 Budget Components Added custom distribution button for annual budgeting 8.5.1 Global Budget Changes Copy Budgets (and Components) to different accounts. 8.5.1 Budget Allocations Added templates 8.5.1 Users Added option to change password on user edit screen 8.5.1 Account Restrictions Moved to the Signon menu, next to Permissions 8.5.1 Options Added option to use 13th period in G/L Options 8.5.1 Options Made accounting period drop down format variable 8.5.1 Options Added separate account restrictions for entry to JE, AP, and PO entry that apply to all users. These are set in Options. 8.5.1 Purchase Order Entry Simplified entry now all on one screen. 8.5.1 Purchase Order Added "Receipt of Goods" to purchase orders. 8.3.58 Budget Formats Added option to default distribute based on last year's actual/forecast. 8.3.57 Budget Formats Added %Type% variable to header columns so it displays Budget while budgeting and Forecast while Forecasting. 8.3.50 Budget Formats Added "Relative Row" feature to formulas, which allows you to budget multiple for membership types as rows when using the Membership format. 8.3.45 Budget Entry If you change the budget you can now view what it was before edit on the Worksheet screen. 8.3.45 Budget Components If doing annual budgeting changed so that it only distributes the component you have selected. If the Month or Total columns are selected all will be distributed. 8.3.45 Budget Components When distribute by percent now defaults to 100% always. 8.3.24 Generic Report Writer Added ability to include images in header rows. 8.3.12 Merge Accounts Added several options that allow the user to choose how to merge budget components. 8.3.10 Budget Allocations Added print ability 8.3.1 Report Writer & Budget Views Added a user-friendly screen to define number and date formats instead of a drop down. 8.3.1 Budget Allocations Added option to include budgets when no components exist. 8.3.1 Budget Allocations Added ability to group allocation detail lines together. 8.3.1 Account Add Added ability to add multiple chart of accounts at once using all the combinations of account divisions that you select. 7.2.2 & 8.3.1 Account Edit Allows edit description for an individual chart of account line. 8.3.1 Select Screens Added "Not" keyword so that you can easily do excludes as well as includes and mix the includes with excludes. 8.2.1 Budget Formats Included all account divisions in the budget format account ranges where before it was only a minor account range. 8.2.1 Budget Formats Add an option to allow override of the merit increase settings where before it would always allow you to override. 8.2.1 Budget Allocations Added a comment box for an allocation both the summary level and for each detail line. 8.2.1 Budget Allocations Moved period range to the detail level so that it accommodates a rate change mid year. 8.2.1 Budget Allocations Added menu to compute all allocations. Also added a progress bar with a label that tells you which allocation is computing. Added a label to the budget entry screen to notify the user upon save that it is computing allocations. 8.2.1 Budget Options Added an option to Disallow negative budgets with the ability to specify exceptions. 8.2.1 Browse References & Batch Now filters based on account restrictions. 8.2.1 Account Restrictions Removed ability to modify account restricitons from the account filter screen to avoid confusion. 8.2.1 Report Writers Added ability to get a formula based on an amount from another row. For example this can be used to get a column showing the percent of total revenue. 8.2.1 Report Writers Added ability to show negative amounts in red. 8.2.1 Merge Accounts Added import from Excel and export to Excel. 8.2.1 Email Settings Added option to Enable SSL. This was needing for sending mail through gmail. Also added a button to test the settings. 8.2.1 Printer Settings Added a printing setting in Signon for color settings. Options are Printer Default, Color, or Black and White. 8.2.1 Main Screen Changed the menu to be in a fixed position at the top of the screen. 8.1.13 Report Writers Added support for line breaks in the header and total cells. 8.1.13 Budget Components Now rounds columns to the nearest integer if there are no decimals specified for a column. 8.1.12 Detail Report Writer Made a few changes to increase the speed of reports on average of 37%. 8.1.8 Budget Formats Added to the custom distributions screen a template and a total. 8.1.7 Budget Components Changed the look of the distribution tab works when doing annual budgeting. Each line item now shows as a column rather than a row. This greatly simplifies budget distribution. 8.1.7 Budget Components Added a button to distribute based on percentages. 8.1.7 Budget Components Now asks if you want to save changes upon closing the screen if any changes were made. 8.1.7 Global Account Edit Add ability for account comments to be changed globally. 8.1.1 Journal Entry Added a date to every transaction line so that imported entries can have a different date other than the date for the entire batch. 8.1.1 Budgeting Added the option to allow change to annual budget amount per budget year. If unchecked it will not allow the user to change the annual budget, but only how it is distributed monthly. Also added the option to force distributions to match annual amount per budget format. Also on Annual components screen on the Distributions tab added total labels to show the total, annual, and remaining. 8.1.1 Budget Components Added a button to distribute based on a column, such as actual/forecast for the current year. 8.1.1 Budget Components Made the "Copy to other months" menu its own button. 8.1.1 Budget Components On the copy to other months screen added the ability to uncheck which columns to copy. 8.1.1 Actuals / Budgets Added account comments and budget comments to export to Excel. 8.1.1 Actuals / Budgets Added option to include up to three account division descriptions. This is set in Setup - Options - General Ledger - Budget. 8.1.1 Budget Formats Added ability to specify if each column has a total where before all numbers showed a total. 8.1.1 Financial Statements Added the abilty to get reports for a fiscal year other than the default. Do this by going to the Columns tab, choosing your choosing your column and choosing Custom for the year. 8.1.1 Financial Statements Added ability to show division descriptions as separate columns. 8.1.1 Report Writers Now shows any filter in words on the report writer screen. 8.1.1 Report Writers Added line spacing to Print Properties. 8.1.1 Report Writers Columns now print the width specified. In order to accomplish this the font was removed from the Print Properties and added to the view itself, which is now on the General tab. The view will both display and print in the font specified. 8.1.1 Report Writers There are some new options to designate which font to use when exporting to Excel. 8.1.1 Report Writers Added a global setting in signon to define how email contacts are used. Outlook or SGA. If Outlook then you can designate what folder contacts are stored in. 8.1.1 Report Writers When you add or delete columns it now renumbers your formulas and variances so that they are still correct. 8.1.1 Report Writers Added the abilty to get a running total column. To do this change the value type of the column to "Run". 8.1.1 Detail Report Writer Added drill down to batch and reference on right click menu. 8.1.1 Accounts Made account comments have its own permission.