Version History

3.05 10 February 2012 Download What's New PDF

Brief client estimate implemented - info, summary by grid, totals, notes.
Part / full client estimate implemented. Partial grid options added to totals page.
Office worksheet now shows full / part totals.
Estimating and purchasing counts in left side panel now show figures for part project only.
All reports except charges now include part project / full project option.
Client statement exclude balance to be invoiced option added.
VAT inclusive client estimates implemented.
Gap above invoice notes reduced on client invoice.
Gap below project reference reduced on client estimate.
Order prints and PDFs now have line separators between items.
Client purchase summary now shows extras. Options added to exclude reference and extras.
Blank print captions are now handled correctly.
Rename grid box now starts with previous grid name.
Groups with zero/incomplete group quantities no longer show group costs and prices. TBA shown in client printout.
Client copy no longer shows 'per unit' or 'each' for lines where unit is -.
Import backup now sets filename if file is found directly in projects folder, otherwise allows overwrite of existing project.
PDF protection removed to avoid generation of 'secured' PDFs.
Markup / margin option now has override for current user.
Images stored within projects or data folder now stored with {projects}, {data}, {root} or {user} substitutions in file paths.
User folder substitution attempted when images are not found. Copes with images in Dropbox folders of different users.
Bug fix : Client report Exclude Prices / Exclude Totals options now work correctly.
Bug fix : Invoicing blank lines at bottom of invoicing report no longer crashes.
Bug fix : Invoices with single nil amount items can no longer be directly deleted from the invoice summary.
Bug fix : Totals table cleared on load to avoid VAT and project fee from template remaining.
Bug fix : Lines can now be removed from purchases without order.
Bug fix : New projects must now be saved before raising instalment invoices.

3.04a 17 November 2011 Download What's New PDF

File / Open Read Only implemented. Allows opening of locked projects.
Unused option added for codes and supplier data.
Supplier select for coded grid lines no longer includes uncoded suppliers in list.
Separate translations now used for grid fee / project fee, grid discount / project discount.
Negative project fees now shown as discounts (positive percentage, negative amount).
Negative grid fees now shown as discounts. Discount only shown if all grids are negative or zero.
Office worksheet now includes codes, purchase details, invoice percentage.
Office reports now include purchase details, invoice percentage.
VAT rate and project fee now included in new project template.
Total now shown after project fee and ahead of VAT in totals grid and client estimate.
Itemised invoice total now shown ahead of deduction on client invoice.
Order lines now only removable if order open, order line not closed and no charges added.
Invoice lines now only removable if invoice open.
Forum link added to help menu. Facebook and twitter removed.
Data no longer updated after writing .edx file fails. Allows permission restriction.
Bug fix : Tools calculator menu now disabled / enabled correctly.
Bug fix : Remove column no longer shown on charges report.
Bug fix : Negative amounts can now be invoiced correctly.
Bug fix : No VAT projects now load correctly.
Bug fix : PDF generation now copes with ampersand and ctrl chars in client payments descriptions.
Bug fix : Invoice summary now copes with more than 50 invoices.

3.04 11 October 2011 What's New PDF

Client language option added to Info page.
Project currency option added to Info page.
Print captions edit button and popup added to print settings.
Spell checking now copes with accented characters.
Add and remove functions now disabled if dictionary not present.
Hidden and visible groups selection implemented.
Visible groups printing implemented.
Group component quantities now shown to right of quantity column and in printouts.
Data ref renamed to ID to avoid confusion with grid line ref.
Lines data implemented with direct editing or paste of line or group.
Lines selection implemented via double click or return on empty description / details grid cell.
Insert data line button / menu / right-click popup added.
Add new button added to data pages in place of top line.
Data count status line added to data pages.
Supplier now pasted when ordered grid lines are copied.
Save as new project / backup implemented.
Empty project save as no longer allows overwrite of existing project.
PDF and email buttons now enabled on new projects but prompt to save before continuing.
Prompt to save now shown when trying to order or invoice from new project.
Project now saved automatically when raising orders and invoices.
Locks are now overridden if control key is held down when clicking OK in message box.
Project, data and settings locks more than 12 hours old are now ignored.
Charge status now shown in grid as open under / open over / closed under / closed over.
Charge report now has combined option for invoices and credits.
Include VAT option now available on all reports.
Purchase summary now has 'Use Project VAT' open for client copy.
Subject for email orders now set to order number and project ref.
Unit price now shown in description on prints and PDFs when quantity is incomplete.
Grid scroll position now retained when setting options on purchases, etc.
Invoice not required option removed.
Tools / Dictionary menu removed.
Bug fix : No longer crashes after adding data then immediately editing when less than 50 rows.
Bug fix : Charges no longer copied with grid rows.
Bug fix : Charged / amount column in purchases summary PDF no longer compressed.
Bug fix : Delivery address selection in orders now works correctly.
Bug fix : Default print option now set to 'Description / Details' for order lines.
Bug fix : Letterhead now prints correctly on orders when print letterhead option is cleared.
Bug fix : Scrolling check box lists now work correctly.

3.03d 11 July 2011

Bug fix : Client purchase summary now shows correct charged amounts, not just extras.
Bug fix : CSV export no longer include thousands comma separators in currency values.
Bug fix : Purchase summary now sums multiple extra charges for each order.
Bug fix : Only one of margin or markup columns now shown when new grid added.
Bug fix : Grid names now show correctly in report, enquiry, invoice PDFs.
Bug fix : Default codes and suppliers no longer used if load fails to avoid overwriting user data.

3.03c 05 May 2011

Bug fix : Charges over 1,000 now summed correctly after editing (bug introduced in 3.03a).

3.03b 28 April 2011

Bug fix : Thousands comma separators now shown correctly in previews, prints and PDFs.

3.03a 27 April 2011 What's New PDF

Right-click edit popup menu implemented for grid text and selected grid lines.
Pasting of grid lines now possible without selecting a line first.
Thousands comma separators shown on grids and calculators, space separator for euro.
Invoicing and codes reports now include option to include VAT in client report.
Margin / markup option added to new general settings tab via tools / options.
Margin / markup implemented on grids and totals pages and trade price calculator.
Purchase order delivery date instruction added to print settings.
Purchase order description for purchase summary renamed to order reference.
Show reference option added to purchase orders.
Exclude grids option added to purchase orders.
Tool / options now opens settings on system tab.
Lines with pre-selected suppliers and purchase not required can now be deleted.
Supplier pre-selection now enabled immediately as quantities or costs are entered on a new line.
A3 / A4 option for office documents added to page settings.
Letter / ledger paper size now used for US and Canada.

3.03 22 March 2011 What's New PDF

Ordering of multiple lines spanning several grids now possible from purchasing and codes reports.
Invoicing of multiple lines spanning several grids now possible from invoicing and codes reports.
Invoices, invoice summary and invoicing report now include fees and extras.
Raising invoice now prompts with next number and checks for previous use of other numbers.
Supplier data now includes codes for product categories.
Supplier selection dialogs now include filter by code and search features for rapid supplier selection.
Client statement now shows project totals and balance to be invoiced.
Grids and reports now show charge status in right of purchase column.
Full charge reference now shown on order and reports. Codes column removed to make more room.
Office copies now show amounts with currency symbol and decimal separator.
Grid name now included on supplier enquiry.
Subcontractor lines export / import implemented.
Support added for Outlook 2011.
Better support for Apple TTFs fonts in PDFs.
Better matching of print, preview and PDF layouts.
Access code now shared between all user accounts.
Report CSV exports now include purchase order and supplier fields.
Bug fix : Purchases summary now includes charges for nil priced items.
Bug fix : Open order / open invoice now handles projects already opened.
Bug fix : Order charges now cope with click below 'Add New' icon.
Bug fix : Invalid date no longer shown in dialog box when charge deleted then reinstated.
Bug fix : Purchasing count now updated after removing lines from orders.
Bug fix : Save As dialog now initialises to project folder.

3.02b 03 January 2011

Standard VAT rate for new projects changed to 20%.
Scandinavain currency support added.
Bug fix : Spell check now ignores non-standard punctuation charcters pasted from other applications.

3.02a 29 November 2010

Pre-selection of suppliers implemented.
Report by supplier implemented for estimating, purchasing, codes and charges reports.
Supplier enquiry / request for quotation implemented for reports.
Report prints and PDFs now show only selected lines if any lines are selected.
Charge report over charged option reinstated.

3.02 11 November 2010

Line grouping features implemented. Select two or more lines then click the group button.
Images added to reports, orders and invoices, with exclude image print options.
Print options added to exclude prices and totals from client reports.
Ref and details columns can now be hidden. Click on grid column header.
Trade price calculator now initialises with project VAT rate.
Codes report no longer shows list of all codes in title if all codes selected.
Charge reports options restricted to open / charged / under or over.
Bug fix : Gaps on blank grid lines set to default when projects opened.
Bug fix : Grid lines can no longer be pasted into top title line.
Bug fix : Details panel controls now enabled and set correctly when multiple rows are selected.
Bug fix : Re-ordering of previously ordered lines no longer possible.
Bug fix : Preveiw page count now set correctly when zoom at 70%.
Bug fix : Date handling modified to avoid 4713 and 1969 dates.
Bug fix : Charge date calandar now always initialised from european format date (5 Oct vs 10 May, etc)
Bug fix : PDF now copes with % in image file names.
Bug fix : Blank project name and reference no longer cause problem generating email.
Bug Fix : Image select double click action removed to avoid incorrect project selection.

3.01l 21 September 2010

Options added to totals page to exclude summary and / or totals from client estimate.
Print preview page break positioning accuracy improved. Now copes with hidden-from-client lines.
Report CSV exports now include invoiced amounts. CSV exports now work for invoicing report.
Estimate2 project import now handles different invoice VAT rates.
Auto save message now tied to project window, no longer given it's own taskbar icon when another application is active.
Copy of grid lines no longer includes purchases and invoices.
Bug fix : Drag selecting grid rows no longer crashes when mouse button is initially pressed outside the grid.
Bug fix : Rounding errors on invoicing report, invoices summary and purchases summary corrected.
Bug fix : Adjustments now included in full / charged price comparison for purchases summary.
Bug fix : Purchased or invoiced grid lines can no longer be cut, deleted or pasted over.
Bug fix : PDF orders now cope with & character in delivery address, order and invoice prefixes and suffixes.
Bug fix : Grids count on main grid pages now correct.
Bug fix : PDF now copes with colours and formatting in ref column.
Bug fix : Clicking green arrow on charges report now links to order again.
Bug fix : Estimate2 project import now handles more than one blank line at the top of a grid.
Bug fix : Multi-copy printout now prints correct number of copies.

3.01k 23 August 2010

Purchase and invoice columns added to reports.
Estimating report now includes toolbar options for incomplete qty / cost / markup / price.
Purchasing report now includes toolbar options for not purchased / order open / order placed / order closed / purchased without order.
Invoicing report added.
Invoice paid option added.
Purchase and invoice summaries now show status.
Hidden option added for nil price lines. Used on client estimate and client codes report only.

3.01j 11 August 2010

Description for purchase summary added to purchase orders. Shown on summary in place of supplier name.
Percentages optionally shown for each line of itemised invoices. Option is initially set for new invoices when percentage is not 100%.
CSV file export implemented for reports.
Support for Microsoft Entourage added. Selected via Email option in EstiMac / Preferences / System.
Codes select dialog now includes set all and clear all buttons.
Codes report no longer prompts if codes already set. Button used on toolbar.
Client purchase summary now disabled when costs comparison selected.
Line gaps now set when grid lines inserted.
Additional check for duplicate order numbers now made when new orders are raised.
Lines assigned to unlinked orders can now be re-ordered.
Bug fix : Project lock now works correctly when projects opened from explorer / finder.
Bug fix : Rows automatically appended to bottom of grid no longer copy row above.
Bug fix : Grids no longer scroll upward when row is inserted or deleted near bottom with no rows selected.
Bug fix : Orders now accept more than 50 lines.
Bug fix : New grid can now be inserted when currently selected grid line is 50 or above.
Bug fix : Multiple invoiced amounts for same line on same invoice are now combined.
Bug fix : Estimate2 import now handles invoiced discounts / commissions / margin shares correctly.
Bug fix : Option to not print company letterhead now works again.
Bug fix : Nil prices now excluded from price to client comparison on purchase summary.

3.01i 19 July 2010

Purchase and invoice notes pages added. Notes shown on supplier orders, client purchase summaries, client invoices, client statements.
New project template now includes project notes, purchasing notes, invoicing notes.
New project template now saved for both user and company. User takes precedence and can set phone number, email, contact notes, etc.
Robust data save implemented for codes, suppliers and delivery addresses. Data now copied from local backup with content and size checks.
Open invoice dialog now shows project file name.
Support for South African Rand added.
Bug fix : Supplier index now cleared after remote change so company names are correct on purchase page.

3.01h 30 June 2010

Total adjustment amount (discounts, commissions, margin shares) now shown on adjustments report.
Adjustment report title now reflects actual content of report, not just check boxes.
Print setting added to show project reference as order number prefix.
Robust project save method implemented. Project now copied from local backup with content and size checks.
Multiple computer IDs now supported.
Supplier and delivery data address lines merged.
Bug fix : Spell checker now handles euro symbol and other extended characters.

3.01g 17 June 2010

Purchase summary comparison options implemented - full or charged, cost or price.
Purchase summary client and office printouts implemented.
Bug fix : Extra gaps at bottom of first page client printouts now removed.
Bug fix : Grids now immediately expand beyond 50 rows when extra rows are inserted.
Bug fix : Space now shown again before @ unit price in client estimate.
Bug fix : Charge dates can now be cleared to allow charge to be deleted.

3.01f 14 June 2010

Delivery charges and extras can now be added to purchase orders.
Pro forma and account charges can now be matched to invoices to avoid duplication.
Zero stock charge amounts can now be entered.
Purchase order grid now also shows total gross of VAT.
Combined under or over charged option added to charge report.
Extras are now shown separately on purchases summary, including total extras for project.
Bug fix : Now allows more than 50 grids.
Bug fix : Charge dates now handled correctly.
Bug fix : Incomplete price alert now positioned correctly on invoice lines grid.
Bug fix : Incorrect markup percentages no longer shown on totals page when costs are zero.
Bug fix : Deducted invoice titles now only shown on printout if selected.
Bug fix : Panel text control changes now processed as tree selection is changed.

3.01e 25 May 2010

Exclude cost option added to each order for suppliers using foreign currencies.
Settings print option added to show line refs in purchase orders.
Mac printout gaps adjusted to make page layout closer to PDF.
Bug fix : Colour and style formatting removed from cost / markup / price. Previously showed garbage on prints.
Bug fix : PDF column widths now calculated correctly for multi-line values (discounts, etc).
Bug fix : Insert / delete rows no longer enabled for order and invoice grids.
Bug fix : Order and invoice logs now checked for valid data format on open order / open invoice.

3.01d 18 May 2010

Text colour selection implemented for grids and company letterhead. Colour button next to bold / italic / underline buttons.
Entering price no longer sets cost to same value, allowing provisional or budget prices to be entered.
Entering cost after price now adjusts markup rather than cost.
Order and invoice prefixes implemented in Settings / User.
'Purchase Order' now shown on top of order.
Empty grids can now be deleted if only page breaks are set.
'Reallocate' charge changed to 'Stock'.
Bug fix : Narrow grid cells now select all on enter.
Bug fix : Save timer no longer shown in demo mode.
Bug fix : PDF now handles image files with '&' in file name.

3.01c 11 May 2010

Supplier data for over 200 suppliers included. Only installed if no supplier data already present.
File open dialog now always starts from projects folder.
Demo.epx renamed Example.epx to avoid confusion with demo mode.
Bug fix : Quantity, unit and unit price now print correctly on orders for all description / details line formats.
Bug fix : Open order / open invoice now works when corresponding project is already open.
Bug fix : PDF letterheads now lay out correctly when image is below bottom grid line.
Bug fix : Account number now shown on supplier data printout.
Bug fix : Menu and dock now behave correctly when all projects closed.
Bug fix : Project windows now always raise to top when selected.

3.01b 04 May 2010

Open order / open invoice implemented, including manual find and log update if project has moved.
Add to open order / open invoice dialogs now show most recent at top of list and auto-selects previous choice.
Email and web links added to supplier data page.
Supplier emails used for order emails.
Contact details parsed for other emails.
PDF names changed to show order, invoice numbers, report names, etc.
Standard font colour now applied to company letterhead.
Data and settings dialogs now show network warnings.
Demo codes data now installed.
Bug fix : F6 calculator shortcut removed to avoid crash when no grid selected.

3.01a 19 April 2010

Full code descriptions now shown for client copy codes report.
Grid names no longer shown in order and invoice printouts for single grid projects.
Text colour can now be set for standard and title fonts.
Multiple spaces now show correctly in prints and PDFs.
Bug fix : PDF generation no longer crashes when non TrueType or Type1 fonts are specified.

3.01 14 April 2010

Purchase orders now created via do / undo / redo.
Invoicing features introduced.
Client invoice printout implemented, including deductions and option for page break. Full or brief printout options available for itemised invoices.
Client statement printout implemented, including option for page break before payments.
Gross amounts, including VAT, can be entered for instalment invoices.
Invoices shown as credit notes if negative.
Invoices can be deleted if all lines are removed, the invoice is open, the invoice is not deducted from another.
Client prompted to set date before printing invoice.
Abbreviated charge types shown in purchase and charge report grids.
Amounts no longer retained when new charges added.
Charge 'Closed' option added to purchase grid.
Charge report links now go to purchase, not grid.
Charge status selection added to charge report.
Options are 'Charged', 'Open', 'Closed', 'Under Charged', 'Over Charged'.
Charge notes added to charge dialog box.
VAT now set for purchases to allow payments comparison.
Purchasing summary now shows comparison with gross payments received.
Purchases can now be deleted if all lines are removed and the order is open.
Reports tree revised to show 'Estimating' and 'Purchasing'.
Order now shows grid names.
Codes, suppliers and delivery dialogs now check reference value is not already used before exiting.
Order and purchase numbers now show in correct sequence in left side panel and summary grids.
Est2 import now includes orders, cost control, invoices and payments.
User name and order / invoice suffixes added to new user tab in settings dialog.
Suffixes shown in order / invoice printouts.
Grid lines with purchases or invoices can no longer be deleted.
Order and invoice status is now only set on print, PDF or email.
Company.ini now stored in data folder for sharing between networked users.
Settings now locked out if being modified by another user.
Company.ini now reloaded if modified by another user.
Demo project images now copied from bundle on installation or startup.
Project and data locking implemented.
Networked data update now works on mixed mac / pc networks.
Bug fix : Data grids no longer return to top after editing or deleting data.
Bug fix : Purchasing count in left side panel now includes incomplete items.
Bug fix : Delivery address drop-down now reset to blank for new orders.

3.00c 19 February 2010

Help / Guides menu link implemented.
Diagnostic info added to Help / About dialog box when ctrl key held down.
Bug Fix : Codes list now resizes correctly when data is updated.
Bug Fix : Info font preview now only shows for company letterhead.
Bug Fix : Company letterhead no longer shown when printing from preview (if option set).
Bug Fix : Order numbers with leading zeros now accepted.
Bug Fix : Template company letterhead now cleared when existing project is opened.
Bug Fix : Second instance now exits properly after showing message.
Bug Fix : Spaces removed from data entry dialog references.
Bug Fix : Empty (not deleted) orderlog.tsv now handled on new order.
Bug Fix : Clicking toolbar with calendar open now handled correctly.
Bug Fix : Summary by codes now updated correctly when data deleted or remotely updated.

3.00b 25 January 2010

Euro and US currency and date formats now supported.
Account number added to supplier data and shown on orders. Contact name removed.
Grids now automatically add extra line when down arrow key pressed while editing bottom line.
Demo project now loads automatically in demo mode.
Bug Fix : Ctrl-V pasting of text into dialog boxes now works correctly.

3.00a 19 January 2010

Text and date box borders now showing.
Bug Fix : Order date and delivery date popup calendars now working properly.
Bug Fix : Info / project reference and other single line grids no longer add an extra line when edited.

3.00 18 January 2010

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Version History