| Screen |
Description |
Date |
| AR invoice |
Run Time Error corrected when editing and resaving a job costed AR invoice. |
01/18/2006 |
| Bank Reconciliation |
Run Time Error corrected when logging in to the bank reconciliation
screen in 2006. |
01/04/2006 |
| 2006 Federal Payroll Tax Correction |
The federal income tax deduction for a single or head of household
employee with a taxable income less than $32,000 was too high. The formula
has been corrected in this patch. |
01/03/2006 |
| 2006 Canadian Payroll Tax Tables |
The 2006 Canadian payroll
tax tables are available by downloading and installing the
latest patch. |
01/03/2006 |
| 2006 Payroll Tax Tables US Only |
The 2006 payroll
tax tables are available by downloading and installing the
latest patch. Please read the Payroll
Closeout white paper
before installing this update. Please Note: This is the last
year for Total Service 6.0 tax table updates. You must upgrade to
the most current version of Total Service prior to January 2007. |
12/20/2005 |
| 2005 Payroll Tax Tables |
The 2005 payroll
tax tables are available by downloading and installing the
latest patch. Please read the Payroll
Closeout white paper
before installing this update. |
12/20/2004 |
| Reprint PO |
User
received a run-time error when reprinting partially
received POs using the Print on Save button. |
11/04/2004 |
| Inventory Adjustment |
There
was a bug in the add new inventory adjustment screen
that allowed a user to create an incorrect adjustment
if they typed in decimals places in the new quantity
on hand. |
11/04/2004 |
| Inventory % Markup |
A
new switch has been added to the Control Panel under the
dispatch tab that will allow a user to default to inventory
percentage markup when invoicing from completed tickets. |
07/29/2004 |
| Job Cost Inventory Only |
A
new switch has been added to the Control Panel under the general tab that
will allow a user to turn off inventory GL accounts.
Users can manually add costs to inventory items and
show inventory items used on the ticket for job costing
purposes but inventory quantities will not be depleted
and the general ledger will not be affected. |
07/29/2004 |
| Customer Refund |
The AR invoice was not
marked as closed after issuing a refund to a customer. |
07/29/2004 |
| PATCH WARNING |
In May we combined the patch for the original Total Service
6.0 (most users have this version) with the Windows 2003 Server
version. A few original users have found that after installing the patch
it has not updated the software build date. If this is the case, please
contact Automated Integration for a new installation disk
dated May 2004. |
07/06/2004 |
| Routes/Human Resources |
The
verify routine has been modified as follows: The Number of Units
associated with a particular route is calculated by summarizing the total number
of units at all locations on maintenance for that route. Additionally, the
calculations used in the Human Resources screen also reflect these changes.
|
07/06/2004 |
| Labor Costs |
Labor costs were not accrued
on jobs for new customers created by converting a prospect on the resolve
ticket screen. |
07/06/2004 |
| Deferred Income Contracts |
The deferred income
functions have been modified to accomodate centralized and
combined invoices. |
07/06/2004 |
| Canadian Invoices |
A bug existed when
voiding Canadian invoices that were PST tax exempt but GST taxable. |
06/18/2004 |
| Canadian Tax Tables |
Tax Tables have
been updated per July 1, 2004 revisions. |
06/18/2004 |
| PM Contracts |
Closed PM
contracts were reopened when an account was edited. |
06/14/2004 |
| Invoice |
AP
Items are closed when you invoice
for them from a ticket only if the invoice is saved. Otherwise the
items will remain open. |
06/14/2004 |
| Customer Internet Access |
Services are now available to allow your customers access
to their service history and invoices. Please see our home page
under mobile applications for more information. |
05/25/2004 |
| To Do's |
To Do's automatically appear on startup for users.
You can now turn this off by logging in to the control
panel as each user and unchecking the To Do's on Startup
check box. |
05/25/2004 |
| Completed Tickets |
The expense phase selected
for the materials is referenced
under the Other Expenses section
when reloading a completed ticket. |
05/12/2004 |
| Date Format |
French Canadian date format
supported (YYYY/MM/DD) |
05/12/2004 |
| Invoice |
AP
Items are closed when you invoice
for them on a ticket. Reversing
change made on 3/3/04 because users
preferred the original method. |
04/16/2004 |
| Jobs |
15 custom
fields added to job maintenance |
03/29/2004 |
| Certified
Payroll |
End date
specified in job results screen not included in report |
03/29/2004 |
| AR/AP
Aging As of Date |
Partial
Payment applications are really for partial payments. |
03/03/2004 |
| Invoice |
AP Items
are not closed when you invoice for them on a ticket. |
03/03/2004 |
| Use Tax
|
4
decimals places added to use tax field when editing an AP Invoice
|
02/03/2004 |
| Quotes |
Modifications to Quotes screen |
02/03/2004 |
| Flat
Rates |
Cannot
reimport Service Doctors flat rate files |
02/03/2004 |
| Year End
Closeout |
Run Time
Error when closing out Year |
02/03/2004 |
| Write-Offs |
A bug
that allowed a user to create a one-sided entry when writing off an
amount was fixed. This bug did not occur every time a user wrote off an
amount. If your GL is out of balance due to a write-off please contact
AI for a customized fix. |
02/03/2004 |
| Tax
Tables |
Arizona
State Tax Tables updated for 2004 |
02/03/2004 |
| Tax
Tables |
Montana
State Tax Tables updated for 2004 |
01/12/2004 |
| Wage
Categories |
User can
mass update wage categories |
12/29/2003 |
| Tax
Tables |
Tax
Tables updated for 2004 |
12/29/2003 |
| Quotes |
User can
create quotes similar to AR Invoices and convert them to tickets and AR
Invoices. This is available under the Sales module. |
12/01/2003 |
| Wage
Categories |
User can
make wage categories inactive |
12/01/2003 |
| On
Closing Jobs |
When you
resave AP Invoices for On-Closing Jobs the original GL Account will
appear in the line item, not the WIP Account. |
11/12/2003 |
| Transfer Items |
Ability to transfer multiple inventory items at one
time. |
11/12/2003 |
| Process Contracts |
Ability to process range of accounts. |
11/12/2003 |
| Vehicles |
Five new custom fields |
10/30/2003 |
| Vendors |
Five new custom fields |
10/30/2003 |
| POs |
View four decimal places in price field |
10/29/2003 |
| Apply Payments |
Navigate through customers without returning to first in
list |
10/29/2003 |
| Inventory |
Transfer quantities up to 99,999 |
10/29/2003 |
| AR Invoice |
Tabbing issues resolved |
10/29/2003 |
| AR Invoice |
User can override sales tax rate |
10/09/2003 |
| Dispatch |
Minor modifications to dispatch board |
09/29/2003 |
| Deposit |
Occasionally receive RTE when saving long deposit |
09/26/2003 |
| Flat Rates |
Flat rate doesn't save when editing completed
ticket |
09/26/2003 |
| Dispatch |
Contract type shown in scope of work |
08/15/2003 |
| Flat Rates |
RTE when opening NSPG flat rates |
08/15/2003 |
| WIP Billing |
User may enter percentage complete at the WIP Billing
screen |
07/31/2003 |
| POs |
User may access other screens while entering POs |
07/31/2003 |
| Main Menu |
User may hide Main Menu |
07/31/2003 |
| Tax Tables |
Updated CT tax tables effective July 1, 2003 |
07/31/2003 |
| Process Contracts |
Centralized bills do not get generated |
07/22/2003 |
| Inventory Adjustment |
When zeroing out quantity, creates debit instead of credit
entry |
07/17/2003 |
| Payroll Process |
Manual entry of hours easier to use |
07/14/2003 |
| 941 |
Gross wages include 401K deductions |
07/14/2003 |
| Trial Balance |
Current Earnings GL Account listed |
07/02/2003 |
| Wage Categories |
RTE when open wage categories |
07/02/2003 |
| Tax Tables |
Updated NYS, NYC and Yonkers tax tables effective July 1,
2003. |
06/27/2003 |
| Process Contracts |
When using combined billing for multiple maintenance contracts,
$0 invoices are generated. |
06/27/2003 |
| AR Invoice |
Discount column added to AR Invoice. Activate this feature
in the control panel. |
06/27/2003 |
| Accounts |
Cannot type % Markup into new accounts |
06/27/2003 |
| Estimates |
RTE when typing characters in estimate line items |
06/20/2003 |
| Units |
RTE when adding Safety Tests to Units |
06/20/2003 |
| Employees |
RTE when changing office employee to field employee |
06/20/2003 |
| AP Invoice |
Cannot select the warehouse after entering inventory
item |
06/20/2003 |
| WIP Billing |
Retainage now calculated on Stored Materials |
06/13/2003
|
| Unavailability |
Unavailability Report Added |
06/13/2003
|
| Bank Adjustment |
RTE when entering bank adjustment with multiple AR
lines |
06/13/2003 |
| Sentinel |
Backup - RTE 52- File Not Found |
06/06/2003 |
| AR Invoice |
RTE when billing multiple tickets on one line |
06/06/2003 |
| WIP Billing |
Bill Using Percent Complete is miscalculating Total
Billed |
06/06/2003 |
| Process Contracts |
RTE-13 - Type Mismatch when processing June contracts |
06/02/2003 |
| Dispatching |
RTE When printing dispatching reports filtered by
Mechanic |
06/02/2003 |
| May 2003 Tax Tables |
Tax tables have been modified to reflect the Federal tax cuts
passed in May 2003 |
05/30/2003 |
| Verify/Total Sentinel |
Job Results on Summary Listing are Inaccurate after running a
verify |
05/30/2003 |
| Job Results |
Job Results on Summary Listing are Inaccurate after running a
verify |
05/30/2003 |
| AR Invoice |
% Markup on inventory items is always 0 |
05/27/2003 |
| Magnetic Filing |
NYS-45-MN Magnetic Filing |
05/27/2003 |
| Post On Closing |
Removed Post on Closing Functionality. The Close Job
feature functions the same as it did in TS5.0 and TE4.1 |
05/15/2003 |
| Invoice Ticket |
PO dollar values were not added when invoicing from Completed
Ticket |
05/15/2003 |
| All |
Added French Canadian and UK Compatibility |
05/07/2003 |
| Inventory |
Cannot save new part numbers |
05/07/2003
|
| Dispatch Screen |
Does not save Default Screen Options when exit screen |
05/07/2003
|
| Estimates |
Cannot print Estimate Reports |
05/07/2003
|
| Dispatch Screen |
The filter and sort utility always includes open tickets
|
05/07/2003
|
