6.3.1 Electronic Vendor Payments Electronic Vendor Payments new feature. 6.3.1 File Attachments Added ability to attach a file to Vendors, Payors, Accounts, Objects, Journal Entry, PO Entry, and Members (MM Activity). 6.2.50 Purchase Requisitions Various changes/fixes. 6.2.1 A/P Payables Due (Month End) Added option to Export to Excel and be able to print as of an accounting period. Added other features as well. 6.2.1 Revenue entry Elimated possiblity of duplicating receipt#s. 6.2.1 G/L Can now handle alpha characters in the account# if needed. 6.2.1 Budget Export Add option to Budget export to show budget figures. 6.2.1 Purchase Requisition Added option to allow vendor and account to be changed after submission. 6.2.1 Purchase Requisition Added shipping/handling and discounts to print. 6.2.1 Budget Allocation Table Added ability to calculate based on a flat rate rather than a percentage. If flat rate it includes the flat amount for each budget component that has an amount. 6.1.17 Check Reconciliation Added an asterisk on printed report when there is a break in sequential check#s. 6.1.1 Transaction Codes Create option to dump Transaction codes to excel. 6.1.1 Enter unused check#s Added ability to enter unused check#s. 6.1.1 Check Reconciliation Added ability to import from a delimited text file. 6.1.1 A/P Invoice Added an import button for invoices from Excel. 6.1.1 Imports Changed header into start row instead. 6.1.1 Signon Added a sort by drop down when logging in by session. 6.1.1 Signon Added an option to disable user account after x number of login attempts. 6.1.1 Signon Added a log file of successful and failed logins. 6.1.1 Purchase Requisition Added an ability to include an additional approver only if the requisition is for a specific account query. 6.1.1 Purchase Requisition Added first account number to summary screen. 6.1.1 Purchase Requisition Added option to notify first approver if invoice amount exceeds PO amount by a specific dollar amount.. 6.1.1 Purchase Requisition Added option to warn if no shipping/handling is entered. 6.0.1 Journal Entry Added a new journal entry approval process as an extra module. 6.0.1 Journal Entry Added ability to attach files to a JE batch. 6.0.1 Signon Added enhanced password security options. 6.0.1 Purchase Requisition Added option to require vendor. 6.0.1 Purchase Requisition Changed so that when you edit the "Waiting on user" that user will get an email notification. 6.0.1 Vendors Added a default due date for number of days at the vendor level. 6.0.1 Print Checks Added option to check for duplicate check numbers. 6.0.1 Budget Entry Made comments a little bigger on the component screen. 5.6.25 Transaction Codes When transaction code part desc is changed change the trans code desc as well. 5.6.18 Imports Changed to allow fixed with imports a positive sign. 5.1.50, 5.6.9 Delete Batch Now allows you to delete a batch from last year. 5.6.7 Online Financial Statements Add fiscal years to caption variables for prior years. 5.6.1 1099 Now supports electronic filing. 5.6.1 Imports Added 2 more query selections. When importing an ASNA file it now allows for numeric fields. 5.6.1 Vendors Allows vendor name change with the proper security. 5.5.7 Print General Ledger Changeed font to Arial instead of Arial Narrow. Some pc's would not install Arial Narrow. 5.5.7 Purchase Types Change approver for purchase type to be the first approver instead of last. 5.5.1 A/P Preferences Added option to allow revenue accounts to be expensed. This is defaulted to not allow, so if you currently allow this you'll need to check it. 5.5.1 Purchase Requisition Now allows multiple file attachments. 5.5.1 Purchase Requisition Added purchase type to the request screen. Depending on the type this allows for additional approvers. 5.5.1 Purchase Requisition Added a high level ability to override the status and user waiting to approve a request. 5.5.1 Purchase Requisition When you double-click a row on the log it will now display in a message box. This is handy to see a long reason for disapproval that doesn't fit in the normal box. 5.5.1 Purchase Requisition Allows the requester and the approver to edit remarks and comments even once submitted for approval. 5.5.1 G/L Preferences Added the option to track by log emails being sent. Signon 4.7.4 Users Added "Office Status" to the user browse screen. On user edit you can now change the office status. 5.4.54 Splits Validation is no longer required when setting up transaction code splits. 5.4.54 Entry When entering a split with a flat amount it no longer forces the predefined amount. You can now change it. 5.4.1 Help Converted help files to HTML help format. Due to a Microsoft security "feature" HTML help files cannot be viewed over a network drive by default. However, this is optional only within the registry. We have modified all of our install programs to change this in the registry as an option. We also have a standalone program that only creates the registry entry which can be downloaded from our downloads page. Also, in the past our help illustrations were an extra that needed to be deployed along with everything else. With the new help you do not have to deploy it at all. Now if you click an illustration link it will display it from our website. 5.4.1 Budget Import Add an option to import from another dataset. 5.4.1 P.O. Preferences Added amount as an option to Clear upon add. 5.4.1 Purchase Order Entry Added "Requested by" to the entry screen. Whether or not the user entering the PO is the requester is now optional. 5.1.34 Data Cleanup Made the screen a little more user friendly as well as added an option to deactivate vendors that have had no activity since a date. 5.1.32 Save/Restore Added menu option to save and restore for an AS400. Requres SGA OS400 programs in order to work. If you need this contact SGA to aquire programs. 5.1.31 Balance Forward Entry Added a checkbox to allow for inactive accounts. 5.1.20 Budget Entry Enhanced the average % increase and trend calculations logic a bit more. Added logic to avg % inc and trend that if all years are zero except the last year, then just plug the figure for last year. 5.1.14 Budget Entry Added account remarks on the screen. 5.1.13 Transaction Codes Added ability to page break by transaction code parts. 5.1.10 A/P History Browse Added a view to hide/unhide columns. 5.1.9 Transaction Codes On print added option to print splits. 5.1.7 Entry Entry screens now validate dates so they can't key a date older than 50 years ago. 5.1.4 Balance Forward Entry Added the option to import from a spreadsheet. 5.0.10, 5.1.3 Purchase Requisitions Added a checkbox so you can select all when working with purchase requisitions. 5.1.1 All Report Writers Added ascending vs. descending order. 5.1.1 Detail Report Writer Added a custom date total. This can be used to create an A/P aging report. 5.0.6 Budget Entry Enhanced the average % increase and trend calculations logic. 5.0.3 Object Parts Auto-add object parts. 5.0.2 Detail Report Writer Added the option to include vendor/payor address. 5.0.1 Auto-generate Accounts Added an option to auto-generate new G/L accounts based on existing accounts. 5.0.1 Purchase Requisitions Added purchase requisition system. 5.0.1 JE Import Added a browse button for spreadsheet and text file imports. 5.0.1 Financial Statements Added a user-friendly account pick list. Instead of entering a query you can click this button and pick which account ranges you want to include. 5.0.1 Transaction Codes Added the option per object type to break transaction code into divisions. 4.6.1 Vendor History Browse Added an option to filter for a specific invoice#. 4.6.1 Budget Entry Added a comment at the top of the components screen. 4.6.1 Financial Statements Added (Range) as an option to the column selection so you can show a column based on a complete query selection. 4.6.1 Delete Batch Now allows you to delete a batch that does not total to zero. 4.6.1 Global Budget Options Added security to not allow budget entry for the year if budget entry is not enabled within budget preferences. 4.6.1 Signon Changed registration to allow more than one IP address. 4.5.36 Budget Allocations Increased the maxiumum number of allocations to 98 (was 32). 4.5.30 Print Receipt Changed to print the detail on every receipt. 4.5.17 Check Reconciliation Added an Excel button. 4.5.13 Global Budget Options Added From and To month. 4.5.6 Journal Entry Changed to ask if you want to delete the batch rather than save it. 4.5.6 Delete Batch Added a checkbox so that you can selectively delete what transactions you want. However, they must total to zero. 4.5.1 MM Drill Down / Y-Metro tie-in Added MM transaction drill down. When you are browsing an MM transaction in the account history browse you can right click and select to browse transactions for the date or the mo/yr. You can also browse activity information. This can be purchased at an additional fee. This can also be run standalone. 4.5.1 Credit Card Added ability to mark an invoice as a credit card payment. You can also use this for a debit or charge card. This is for the purpose of entering A/P invoices and checks to the purchasing vendor, but writing the check to the payment or credit card vendor. When you tag checks for payment, you can tag by credit card and when you print checks it will only print one check per credit card vendor. 4.5.1 Import JE's Added the ability to summarize records, update a field, and specify trans date and mo/yr fields. 4.5.1 Journal Entry Added an Excel button. 4.5.1 Financial Statements Added a flip sign per column. This is useful if selecting just expense for a column so that you can show it as a positive. 4.5.1 Export to Protivity Added a variable Protivity account structure in G/L preferences. The export to Protivity will then use this structure to create Protivity's account and table files. 4.5.1 P.O. Preferences Added the option to close out outstanding encumbrances to expense at year-end. 4.5.1 Print General Ledger Changed so that source shows the appropriate JE source instead of just JE; for instance PR or MM. 4.5.1 Browse Batches Index Added "Total Without SA" on the print. 4.4.41 Emailing Added Lotus Notes as an email method. Sometimes SMTP wouldn't send mail to outside domains. If you use Lotus Notes, select this option instead and it will work. 4.4.33 P.O. Void Added void mo/yr to void screen so the user can designate the month to void. 4.4.33 Global Account Edit Added the option to copy account divisions into report descriptions. 4.4.33 Import JE's Allows for more types of text and Excel files to import. 4.4.33 Rev Inv/Rec Entry Added security that the user must enter a transaction code for open item subsidiaries if using transaction codes. 4.4.30 Merge Accounts Enhanced so that you can merge accounts by any division of the account structure. For example you can merge one fund into another, dept, PCS code, or account for account. You can also specify only to merge for only a specific selection of accounts. Also added an option to "Auto add accounts that don't exist". Also added a log. This is a powerful tool for reorganizing your accounts. 4.4.30 Data Cleanup Added the option to only select transactions and accounts through a certain timeframe. Also added a Test button to display a log of what it will do. 4.4.27 Import JE's Added the option to have a debit and credit column for an import. 4.4.26 Void Check Changed to dft today's date as the void date in order to correct check reconciliation. Also changed the C/D journals by account and check# to include void checks whether or not they are in the check date range. Also added a warning if the void date is not within the trans mo/yr. 4.4.23 Update General Ledger Added the option to run the update from the beginning of time, so that if you wish you can recreate prior year balances. Due to prior bugs over a period of time, sometimes old years balance sheets were incorrect. This will at least ensure balances match the transactions behind them. 4.4.19 User Account Ranges Added an Excel button so you can user account ranges in a list. 4.4.17 Revised Budget Entry Added a checkbox on the revised budget entry screen to allow a one-sided revised entry. 4.4.17 Payroll Detail Browse Added a right click on account history browse to drill-down to Payroll detail behind a transaction if using SGA payroll. 4.4.15 Revised Budget Entry Added a print button so you can print before posting. 4.4.1 Budgets/Actuals Separated account balances from budgets in the file structure. This way users will no longer get a "Record is Busy" message when doing journal entry or A/P entry. This will greatly improve the integrity of figures on reports and elimate the need to run Update G/L because balances would be off due to users aborting when they would get this message. 4.4.1 Budget Components Added a number of enhancements. Made the captions for the formula columns variable per account or globablly. Also, added a fourth subsidy or percent column. Added more options to default from last year's components, including a Reset button. Added an option to copy just the current line or all lines. 4.4.1 Budget Components When you do a calc and there are no components, it now gives you a screen with the option of what all you want to copy from last year. If you choose to copy the description and formulas, it will Increase the # of comps by one and make it the difference, so that each month adds up to the monthly budget. This way you can do a calc, click the components button, and you won't lose the work from last year. Also, added a Calc button to modify the selected column by choosing an operator and amount. 4.4.1 Budget Preferences Added the ability to change the default formulas with the ability to set them globablly. 4.4.1 Detail Report Writer Added a detail report writer that can be used as an enhanced reporting tool for transactions from GL, AP, CD, PO, and JE. With it you can get such things as a vendor analysis and much more. 4.4.1 Account & Object Add Added the option to add divisions on-the-fly if they don't already exist (with the exception of fund). 4.4.1 Account History Browse Added PO#. 4.4.1 Print P.O. Journals Added a complete account query selection on the screen. 4.4.1 1099 Browse Added phone# & email address to browse screen. 4.4.1 Check Reconciliation Added ability to delete a batch. 4.4.1 Object/Payroll Budgeting Added object/payroll budgeting to the system. 4.4.1 Object Browse Added descriptions for all parts as an option to show or hide. 4.4.1 Various Changed some of the screens, such as budget entry, so that pressing the tab and shift+tab key will scroll right and left where you are in a subfile.