| Screen |
Description |
Date |
| 2008 Payroll Tax Tables MD/MA/MO |
The 2008 updated MA, MD and MO payroll tax tables are available
by downloading and installing the latest patch. The following states are excluded from this download because they
have not been released by the state government as of 1/02/2008: CT, IL, NJ. |
01/02/2008 |
| 2008 Payroll Tax Tables US/Cananda |
The 2008 payroll tax tables are available
by downloading and installing the latest patch. Please read
the Payroll Closeout white
paper before installing this update. The following states are excluded from this download because they
have not been released by the state government as of 12/20/2007: CT, IL, MA, MD, MO, NJ.
Please Note: This is the last year for Total Service 7.0 tax table updates. You must upgrade
to the most current version of Total Service prior to January 2009. |
12/20/2007 |
| 2007 Payroll Tax Tables OK, RI |
The 2007 payroll tax tables are available
by downloading and installing the latest patch. Please read
the Payroll Closeout white
paper before installing this update. The following states are excluded from this download because they
have not been released by the state government as of 01/04/2007: NY. Arizona, Connecticut, New Jersey
and Virginia taxes did not change for 2007. |
01/04/2007 |
| 2007 Payroll Tax Tables US/Cananda |
The 2007 payroll tax tables are available
by downloading and installing the latest patch. Please read
the Payroll Closeout white
paper before installing this update. The following states are excluded from this download because they
have not been released by the state government as of 12/18/2006: AZ, CT, NJ, NY, OK, RI, VA. |
12/18/2006 |
| Income Statement |
Users can assign two sets of categories to GL Accounts
and run an Income statement with both categories.
|
07/13/2006 |
| July 2006 Canadian Payroll Tax Tables |
The July 2006 Canadian payroll tax tables are available by downloading and installing the
latest patch.
|
06/13/2006 |
| PM Contracts |
A "Never" billing cycle was added to the Billing Tab of the Jobs-PM Contracts screen.
|
06/13/2006 |
| Contacts |
A bug was fixed that allowed a user to save a contact under a different account/customer
than was originally intended.
|
06/05/2006 |
| Quotes |
Users can now select a job template on a new quote and create a new job
automatically when converting the quote into a ticket or an invoice.
|
05/15/2006 |
| Payroll Time Card Input |
A new function key (F4) was added. If you add a new blank row
then hit the F4 key on your keyboard, the blank row will be
populated with the data in the previous row.
|
05/15/2006 |
| Estimates |
Date range filters were added to the estimates screen.
|
05/02/2006 |
| Mileage |
Mileage entered on the Time Card Input screen was not job costed.
|
05/02/2006 |
| AP Discounts |
Fractional AP discounts (ie 1.5%) were saved as whole percentages
(ie 1%) when editing and resaving the invoice. This issue has been addressed.
|
04/17/2006 |
| Print Maintenance Tickets |
Users can now print the maintenance tickets from the "Generate
Maintenance Tickets screen. They no longer have to go to the
dispatch board to print them. |
02/13/2006 |
| 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. |
12/20/2005 |
| Job Edit Log |
The edit log for the job is now
field specific. It records old values and new values as well as user, time
and date. |
10/12/2005 |
| Account Credit Hold |
New Feature - A credit hold check box and
reason was added to the accounts screen. Users cannot create PO's, AP Invoices or Time
Tickets for an account if it is on credit hold. |
10/12/2005 |
| Purchase Journal |
New Feature - Added filter for
Account ID and Job ID. |
10/12/2005 |
| Purchase Order |
New Feature - Added filter for
Account ID. |
10/12/2005 |
| Purchase Journal |
New Feature - Added filters for
Account ID and Job ID. |
10/12/2005 |
| Completed Tickets |
New Feature - Added filter for Unit Type. |
10/12/2005 |
| Units |
New Feature - Unit Status field added. |
10/12/2005 |
| Tools |
New Feature - Tool Status field added. |
10/12/2005 |
| PO's |
The user's date parameters
are now checked when saving a PO. Additionally, a user may get RTE 5 -
Invalid procedure call when replicating a closed PO. This has been
addressed. |
09/19/2005 |
| Flat Rates |
New Feature - Flat rate
descriptions and prices can be selected on invoices and quotes.
Click on the F3 button while your cursor is in the line item
description and select the flat rate items. |
08/19/2005 |
| Prospect |
New Feature - Price
Levels added at the prospect level for quotes. |
08/19/2005 |
| Invoice Ticket |
When invoicing for multiple
tickets, the inventory items listed on the other tickets were not
included on the invoice. |
08/19/2005 |
| Job Results |
New Feature - users can
now sort by date range based on job closed date. This item is listed
in the date range type drop down box on the job results screen. It
will list cumulative job results for jobs closed within the date range
specified. |
07/19/2005 |
| Sales Source |
Users can now change
the description. |
06/29/2005 |
| Safety Test |
Users can now pick an
account from the "Create Safety Test" screen. |
06/29/2005 |
| Miscellaneous |
Some screens lose
focus behind the main Total Service screen. |
06/29/2005 |
| Flat Rates |
Run Time error fixed
when filtering with the "Contains" function. |
06/29/2005 |
| Resolve Ticket |
Users can now add a quantity
of inventory items less than one on a ticket. |
06/29/2005 |
| AR Age As of Date |
Run time error when running
AR Aging as of Date reports. |
05/24/2005 |
| Close Job |
Run time error when closing an
"On Closing" job. |
04/26/2005 |
| Collections |
Option added to print
statements for one account. |
04/26/2005 |
| Void AP Check |
Set option to void AP Check
"As of Date" in the control panel. Set void check default to previous version
function. If void "As of Date" AP invoice posts to original GL Accounts. |
04/26/2005 |
| Recurring AP Invoice |
"Weekly" option added to frequency. |
04/26/2005 |
| Safety Test |
When scheduling a safety test
from the units screen, the incorrect unit description would appear. |
04/12/2005 |
| PM Contracts |
If the contract was set to "Detailed
with Price" and a group was selected, the contract amount would not compute
automatically. |
04/12/2005 |
| AP |
Could not edit invoices
older than two weeks. |
04/12/2005 |
| Collections |
Notes did not save. |
04/12/2005 |
| Process Contracts |
Run Time Error fixed when processing
centralized contracts. |
03/29/2005 |
| Safety Test Screen |
Run Time Error
fixed when modifying date range in safety test screen. |
03/29/2005 |
| Award Estimate |
No longer prompted
to convert a prospect when awarding an estimate to a competitor. |
03/29/2005 |
| Job Results |
Filter by Job Status
logic was corrected. |
03/29/2005 |
| Inventory |
Update ID for
other warehouses in addition to other information. |
03/29/2005 |
| Collections |
Aging
now based on invoice date, not
due date. |
03/15/2005 |
| Resolve Ticket |
Added
quick codes to resolution field. |
03/15/2005 |
| Dispatch Board |
Unassigned
calls list is wider. |
03/15/2005 |
| Units |
Run
Time Error when adding new unit
fixed. |
03/04/2005 |
| Ledgers |
Added account
balance to status bar. |
03/04/2005 |
| Resolve Ticket |
Type
mismatch error when resolving a
ticket without a scheduled date
fixed. |
03/04/2005 |
| Quotes |
Now able to select
job from list when adding a new quote. |
03/04/2005 |
| Apply Payments |
Error when click on FIFO or LIFO. |
03/04/2005 |
| Dispatch Screen |
Scroll bar added to unassigned calls list.
Gray background added to unassigned calls list. Map screen moved up.
|
03/04/2005
|
