The order in which new features are added will be adjusted in response to user requests.

Please Contact us to suggest new features or any other improvements.

The following improvements and fixes will also be included in minor version releases at the earliest available opportunity...

  • 'Add New' button on supplier selection popup.
  • Over-invoiced warning on client statement.
  • Simplified 'Not 100% Invoiced' option on invoicing report.
  • Gross amounts shown (in brackets) on deducted instalment invoices on invoice summary.
  • Prevent invoicing of incomplete items.
  • Retain sizes of horizontal panels for projects.
  • Restrict or handle long grid names in reports.
  • Allow application of text style and colour to entire selected lines.
  • Improve copying and pasting of formatted text.
  • Handle < > in email addresses for PDF. Handle # in image file names.
  • Sort open order and open invoice numbers as 00009, 00099, 00100.
  • Make OrderLog and InvoiceLog reading more robust. Allow for incomplete lines.
  • Daily data backups. Auto delete older project backups.
  • Group marker or count on line selection dialog.
  • Merge .ini / .txt settings for PC / Mac compatability.
  • CSV export - remove comma separators from multi-line charges.

Development Roadmap

The order and dates shown in this roadmap are subject to change.

Precise dates and feature lists will be posted as release dates approach.

Scheduled Major Version Releases

Version 3.06 Scheduled Spring 2012

Usability Improvements

  • Multiple selection grid line markups.
  • Retain supplier ID or company selection between sessions.
  • Retain hidden column options for projects.
  • Ctrl+B, Ctrl+I formatting shortcuts. Tab key for grid navigation.
  • Keyboard selection of codes and suppliers.
  • VAT inclusive charge entry.
  • Show image size with warnings and convertion option.

Print and PDF Formatting Improvements

  • Configuarable first page footer for company details.
  • Configuarable following pages header and footer.
  • Show dates on reports.
  • Allow tif or tiff, jpg or jpeg image names.
  • Allow 'ASAP' or similar instead of delivery date.

User-Specific Client Documents

  • Customised format and layout.
  • Portrait or landscape orientation.

Version 3.07 Scheduled Summer 2012

Left Side Navigation Panel Improvements

  • Quick navigation without opening folders and scrolling.
  • Index listings for project, purchasing, invoicing.
  • Summary folders for codes, purchasing invoicing.
  • Back / forward page navigation buttons.

Client Codes Summary

  • Totals prices for each code.

Search Report

  • Search for lines matching given text.
  • Options to search in references, descriptions, details, notes.

Supplier Data Improvements

  • Codes filter and search box on suppliers data page.
  • Miscellaneous supplier for casual purchases without order.

Office Worksheet Improvements

  • Charge status.

Supplier Enquiry Improvements

  • Optionally show costs already agreed or target costs.

Notes Improvements

  • Grid icon markers to indicate presence of line notes.
  • Searchable notes report.
  • Line, order and invoice notes optionally included in prints and PDFs.
  • Supplier enquiry notes.
  • Options to include line notes on supplier enquiries, orders, invoices.

Purchasing Report Improvements

  • Orders received, with record of date received.
  • Orders not received, partially or entirely.
  • Orders overdue or late.
  • Deliveries due in a date range. Imminent deliveries for coming week.

Invoicing Report Improvements

  • Amounts and percentages invoiced.
  • Invoice numbers.

Charges Improvements

  • Pre-selected suppliers included in open charges report.
  • Charges notes optionally shown on report.
  • Charges report filter by details matching.
  • Matched pro formas and accounts shown on purchases summary.

Version 3.08 Scheduled Later 2012

Images

  • Drag-and-drop image selection.
  • Multiple images per line.

Group Improvements

  • Option to automatically reference group title line when purchasing group components.

Tax Rates

  • Optional selection of different tax rates for individual lines or grids.
  • Automatic tax summary in totals page.

International Features

  • Currency conversion calculators.

Data Improvements

  • Delivery address priority - frequently used and rarely used.

Improved and Additional Prints and PDFs

  • Page breaks in reports, orders and invoices.
  • Client pro forma.
  • Client confirmation for selected lines.
  • Sub-contractor office reports without markups and prices.
  • Sub-contractor work sheets / list copies.
  • Shipping lists showings costs or prices.
  • Client inventories showing prices for insurance values.