| [Add]: New invoice summary report |
| [Add]: Completed Add appointment needs to cater for multiple horses and time periods |
| [Add]: Completed Ability to add a horse and item when invoicing |
| [Add]: QB Connection Log manager |
| [Add]: New report to show appointments not invoiced |
| [Add]: New advance appointment scheduler to send reminder by email or SMS |
| [Add]: Appointment Preferences now allows advance appointment warning days to be set |
| [Add]: New alternative Classic Invoicing method (Preferences/Accounts) added to cater for improved functionality when adding invoice lines. |
| [Add]: Invoices can be emails to a specific address rather than a client for copy or administrative purposes. i.e. invoicing done off site |
| [Add]: New phone type of SMS |
| [Add]: Reports can now be shown maximised or run in a smaller window (default) |
| [Fix]: Fixed [BT#100] Tax was not being added to overdue invoice charges |
| [Fix]: Fixed [BT#99] Appointments report listed non appointments as empty |
| [Fix]: Fixed [BT#104] Balance figure on invoice payment history was not correct although the invoice was mathematically correct (display only) |
| [Fix]: Fixed [BT#103] Booking invoice status not picking up on client status |
| [Fix]: Fixed [BT#102] Horses at yard report showing incorrect stable owner |
| [Fix]: Fixed [BT#101] Overdue charge was being incorrectly calculated by 10% |
| [Change]: Standard rate check box aded to tax code record |
| [Change]: Speeded up opening invoice from Invoice button on main toolbar |
| [Change]: Stock control now does not show reorder colour if reorder level is zero all the time. Used to be a preference. |
| [Change]: Front panel now allows access to advance appointment notices, either by report or to send via email/sms |
| [Change]: Client phone can be categorised as Preferred Number and/or Appointment Reminder number |
| [Change]: Help files removed from installer (updates only) and accessed via Check for documentation updates on Help menu |
| [Change]: Some reports would fail when trying to access an unopened file (ABC error) |
| [Change]: Recurring appointments was not adding the next visit date to the horse record |
| [Change]: Dicom converter not code signed for Vista/Windows 7 |
| [Add]: Amount due and payment history can now be printed (optionally) independently or together on the invoice |
| [Add]: Completed Routine to recalculate all accounts at startup/exit. To recalculate bank balances, invoices owed, client account balances etc. |
| [Add]: Completed Invoice automatically if the shoes are listed under horse |
| [Add]: Completed Create new client/horse direct from Add Assessment Chart |
| [Add]: Completed Client activity report by period, invoice number, status, partial, fully paid, outstanding, how long overdue and total |
| [Add]: Stable owner can now be included on client drop down list on invoice (Set in Accounts Preferences) |
| [Add]: Completed Check box on Item to allow the item to be invoiced and deducted from stock but not printed on the invoice. |
| [Add]: Completed Add system owner as attending worker to invoice (optional) |
| [Add]: Completed Ability to have different work dates on an invoice |
| [Add]: Added time to backup information on main window |
| [Add]: Ability to delete CR/DB payment on the client financial screen |
| [Add]: Completed Close the payment screen if no further payments are due |
| [Add]: Diary now shows outstanding invoices colour coded |
| [Add]: Completed Create invoice direct from shoeing record if shoes recorded and ask if new/refit/trim etc. |
| [Add]: Completed Arrange multiple horse appointments using tick box with average time for each horse |
| [Add]: Archived appointments can now be shown on the monthly and weekly planners |
| [Add]: Completed Show amount paid and how paid (cash, cheque) on invoice for client records |
| [Add]: When adding an appointment from appointment summary in Client or Horse, the current Client and Horse are pre filled into the Add Appointment window |
| [Add]: When a Farrier, Horse or Client are deleted, the appointments are archived |
| [Add]: Client financial transactions can now be filtered to show only Credit/Debit |
| [Add]: Statements can now report on all accounts, even if not owing anything |
| [Add]: New invoice options on client and stable records, accessed on client from Financial tab. Allows invoice to be made out to a variety of alternative contacts |
| [Add]: Completed When selecting client/yard on invoice, show company name if present instead of actual name. Perhaps an option. |
| [Add]: Facility to manually adjust client account balance (secretly) |
| [Add]: Clients and Stables can now select not to be invoiced (and filtered when invoicing) in new invoice area on client and stable record |
| [Add]: Check for document updates added. Help files are no longer supplied with the updates but a separate download. |
| [Add]: Completed When printing, the client language preference needs to switch to another language |
| [Add]: New Finance Charge report for automated invoice charges on overdue invoices |
| [Add]: Income and Expenses by Category and Supplier reports now show % contribution to overall income and expense figures |
| [Add]: Completed Add finance charge to outstanding invoices automatically (add invoice line) after a period (due days) |
| [Add]: Client, Product and Service Sales reports now show % contribution to overall sales figures |
| [Add]: Completed Ability to create an invoice over a period of days/weeks/months |
| [Add]: Comparison reports for daily, weekly, quarterly and annual part implemented. To be completed on next update. |
| [Add]: Completed Front screen - subscription expires, last backup date, last full backup date, version, last updated date |
| [Add]: Restore function available from File menu |
| [Add]: Archive backup (intended for student use) |
| [Add]: Mileage report now shows percentage share |
| [Add]: Completed Add vertical lines (keep horizontal) on multi worker report |
| [Add]: System information shown on Control Panel |
| [Fix]: Fixed [BT#96] Cancel payments was activated if the X button to close the window was pressed instead of the using the cancel button |
| [Fix]: Fixed [BT#95] Date would revert to todays date when changing the date to a prior date on the charts |
| [Fix]: Fixed [BT#64] Kept at checkbox on horse record not working |
| [Fix]: Fixed [BT#82] If View Invoice window open and Invoice pressed on toolbar, a new invoice would not open. |
| [Fix]: Fixed [BT#66] Horse owner changes randomly when the client screen is open |
| [Fix]: Fixed [BT#58] Automated updates not running in Vista |
| [Fix]: Fixed [BT#57] Auto Calculate in Horses/Preferences is being reset occasionally |
| [Fix]: Fixed [BT#47] Clickable items on front screen are not always active |
| [Fix]: Fixed [BT#31] If the client and horse screens are open at the same time, the client is sometimes lost on the horse screen |
| [Fix]: Fixed [BT#94] If stable owner was deleted the stable was still remaining |
| [Fix]: Fixed [BT#29] Transfers from account need to be categorised as a Transfer, change account balance, but not show on income/expense report or profit/loss |
| [Fix]: Fixed [BT#25] Creating an invoice (New from previous) is not changing the date |
| [Fix]: Fixed [BT#24] Deleting an invoice does not always delete invoice lines |
| [Fix]: Fixed [BT#22] Creating an invoice uses current data and not the appointment date |
| [Fix]: Fixed [BT#17] Regular payments are not being included in the Profit and Loss report |
| [Fix]: Fixed [BT#14] Stables report - Owners shown correctly but addresses incorrect. |
| [Fix]: Fixed [BT#93] Horse history images was not being updated immediately on the view screen |
| [Fix]: Fixed [BT#13] Click on client/horse and other views - data on right is not instantly shown |
| [Fix]: Fixed [BT#8] Turn on auto date calculation on horse and it keeps unselecting itself |
| [Fix]: Fixed [BT#89] On the complete appointment window, if appointment had been invoiced it would disappear off the list before a new appointment could be created |
| [Fix]: Fixed [BT#88] Selecting images could lose path information occasionally |
| [Fix]: Fixed [BT#87] Assessment chart shows JAN when printed and not the next appointment date |
| [Fix]: Fixed [BT#92] Client payment details not showing on invoice as required |
| [Fix]: Fixed [BT#86] Next invoice number occasionally repoting an error |
| [Fix]: Fixed [BT#85] Error(33) would appear when cancelling a new invoice |
| [Fix]: Fixed [BT#84] Check for updates continued to cause problems. Finally tracked down to mixture of Message() and ITS.Run |
| [Fix]: Fixed [BT#98] Worker name was being duplicated on work sheet header |
| [Fix]: Fixed [BT#90] If 2 charts are created on the same day, they do not display correctly on horse record |
| [Fix]: Fixed [BT#91] Client image not showing on Edit Stable/Barn |
| [Fix]: Fixed [BT#97] Report date selection would not make correct selection intermittently |
| [Change]: When booking multiple horses you can now select Unknown Horse which was previously disallowed |
| [Change]: Date, history type and reason for treatment are now required fields on the history record |
| [Change]: If an invoice spreads over 2 pages, then the 2nd page has Continued printed at the top of the page |
| [Change]: Front control panel is now resizable |
| [Change]: Invoice payment history details are calculated each time the invoice is printed for up to date information |
| [Change]: Credits/Debits would show on client payment summary as Invoice #0. Now not shown on report. |
| [Change]: Stable owner or stable details can now be changed on the same screen |
| [Change]: Client payment summary report now has client name and date on header |
| [Change]: Future booking on main control panel now show ALL by default |
| [Change]: Archived workers appointments do not show on the planners |
| [Change]: Profit and Loss report modified |
| [Change]: Invoice now uses show name if present when set in Horse Preferences |
| [Change]: Changed backup filename convention for easier reading |
| [Add]: Select Contacts now supports All |
| [Add]: Default Items (Refit/Trim) can now be reset to null |
| [Add]: Added Terms to Settings |
| [Add]: Credit Limit and Terms on Client screen |
| [Add]: Items can now be defined as discounts |
| [Add]: Tax code added to client record for US and Canada to cover out of state taxes |
| [Add]: Bank Accounts are now categorised by Type. Default is Bank. |
| [Add]: If an item has no classification and Quickbooks Integration is being used, then the item is shown on invoicing as being unfiltered. In other words, belongs to any class. |
| [Add]: Quickbooks help is now opened automatically when Integration is chosen in Preferences |
| [Add]: The ability to not print the client payment history on the invoice under Preferences - Accounts |
| [Add]: Added splash window to mask initial processing at startup |
| [Add]: More security enhancements for Vista and Windows7 |
| [Add]: New all-in-one help files |
| [Add]: Quick Add routine added to View Client/Horse to allow for very quick entering of clients and horses |
| [Fix]: Fixed [BT#75] Service date on invoice line was incorrect |
| [Fix]: Fixed [BT#74] When tax not used selected in preferences, invoice columns were not being adjusted correctly |
| [Fix]: Fixed [BT#83] Quick invoice radio buttons not responding immediately on automated invoicing |
| [Fix]: Fixed [BT#83] The stock reorder colouring was not working on View Item |
| [Fix]: Fixed [BT#81] Complete appointments would sometimes appear blank after creating next appointment |
| [Fix]: Fixed [BT#80] Pre printed stationery settings not working correctly for metric measurements |
| [Fix]: Fixed [BT#19] Worksheet is not printing per worker - shows all |
| [Fix]: Fixed [BT#79] Some information was printing twice on the assessment chart |
| [Fix]: Fixed [BT#78] Review date not always showing on the assessment chart |
| [Fix]: Fixed [BT#77] The check box for repeat scheduling on update booking was not being actioned |
| [Fix]: Fixed [BT#76] Dates sometimes reverted to 1801 on reports slectors |
| [Change]: Tagging column to left of Client, Contact, Item and Account names now have a solid vertical line for easier identification |
| [Change]: Company logo can be deleted in Preferences |
| [Change]: Credit card dates changed from ddmmyyyy format to mmyyyy |
| [Change]: Stock reports now show item levels |
| [Change]: Utilities menu restructured |
| [Change]: If View Invoice window open and Invoice pressed on toolbar, a new invoice would not open. |
| [Change]: Opening window moved to MDI frame for compatibility with other windows and easier handling of NetBook resolutions. |
| [Change]: Changed the web update procedure to fix a Vista security issue. Now uses HKCU instead of HKLM. |
| [Change]: Steel calculation is now done automatically if handmade shoes checked on the shoeing record |
| [Change]: Header height reduced on assessment chart |
| [Add]: QuickBooks Help added to Help menu. To be added to the main help file in the future. |
| [Add]: Items are filtered by Class if Quickbooks integration switched on |
| [Add]: Class added to Item for Quickbooks integration |
| [Add]: When invoicing, if Quickbooks integration is switched on the system owner class is pre filled. |
| [Change]: Item filtering by class can now be switched off in Preferences |
| [Add]: Completed No price warning can now be switched off under Preferences |
| [Add]: Class records now obtained from Quickbooks can be used to classify the worker on an invoice and managed via Settings |
| [Change]: Work Code on Farrier record now renamed to Class for Quickbooks integration |
| [Change]: Contacts now selected by contact type drop down box |
| [Regression]: The Client image was not loading when editing the client record |
| [Add]: Completed Select labels by area |
| [Add]: Completed Add indent levels to items on an invoice |
| [Add]: Completed Initial release of Quickbooks functionality. Support for Customers, Vendors and Items. |
| [Add]: Completed Invoices can now be emailed in batch mode and set in Preferences |
| [Add]: Completed Batch email facility for clients and contacts |
| [Fix]: Fixed [BT#73] Clients/Horses at yard not showing correct yard/horse owners |
| [Fix]: Fixed [BT#72] Cancel appointment did not work every time on complete appointment |
| [Fix]: Fixed [BT#71] If the appointment screen was open and closed immediately prior to adding/editing a horse, the client would be lost/changed |
| [Fix]: Fixed [BT#70] Stock control warnings not working on add invoice |
| [Fix]: Fixed [BT#69] Barn/Stable button on top toolbar not always functioning |
| [Fix]: Fixed [BT#68] Horsed due (by horse) not showing client |
| [Fix]: Fixed [BT#67] Decrementing of items for Sets or Pairs was incorrect when invoicing |
| [Fix]: Fixed [BT#65] Overdue period not being updated immediately when invoice created |
| [Change]: Added "of ..." to the phrase Sub Item for clarity of functionality |
| [Change]: View items now shows reorder items colour coded |
| [Change]: Assessment chart now utilises same next appointment technology as invoice |
| [Change]: Print multiple invoices is now handled automatically and can be set in Preferences |
| [Change]: If a payment has been cancelled it is shown on the statement as RFD (Refund) as opposed to a payment (PMT) |
| [Add]: Completed Payments can be cancelled including ability to track NSF returns |
| [Add]: Completed Add item on invoice now checks for zero unit prices |
| [Add]: Completed Horses due report overhauled with ability to report from diary or horse file |
| [Add]: Completed Quick invoicing now creates invoice direct from shoe details (optional) |
| [Add]: Completed Change colour of invoice line entry (black on yellow) for easier viewing in sunlight |
| [Fix]: Fixed [BT#63] Drop down on invoice item was not displaying level items correctly |
| [Fix]: Fixed [BT#63] Contact list is showing duplicated names with varying address and other contact information |
| [Fix]: Fixed [BT#62] The client and contact reports could shown name on occasions |
| [Fix]: Fixed [BT#61] The client and contact reports could shown name on occasions |
| [Fix]: Fixed [BT#60] Shoe fitted on front right drop down box on shoe details right aligned |
| [Fix]: Fixed [BT#59] Enhanced the web update client sofwtare to cater for expanded Vista security and improved error messaging |
| [Change]: Report menu now starts with current month selection |
| [Change]: If All Dates selected on reports, defaults to end date = today as opposed to 31 Dec 3000 |
| [Change]: All image controls now show "no Image" when not assigned a photo |
| [Change]: Add Farrier window changed for easier data entry and review |
| [Add]: Completed Horses due report now shows yard owner name besides yard name |
| [Add]: Completed Statements for invoices paid, owed, overdue etc. over a period |
| [Add]: Completed Payment summary on client screen (view and edit) |
| [Add]: Completed Previous amount due shown on invoice |
| [Add]: Completed Can print overdue invoices direct from client financial screen |
| [Add]: Completed Invoice now includes list of outstanding invoices switchable in Preferences |
| [Add]: Completed Forced cell selection prior to adding an appointment |
| [Add]: Completed Made transaction gross figure larger on view account names for larger transaction totals |
| [Add]: Completed Overdue invoice report totally overhauled |
| [Add]: Completed Account name now allows default account to be displayed using a checkbox |
| [Add]: Completed The customer payment screen should select the default bank account for receiving payments |
| [Add]: Completed Print a range of invoices from the view screen |
| [Add]: Completed Reason for credit now shown on Client/Financial review screen |
| [Add]: Completed Tightened up integration between preview invoice after creation and skip preview in Preferences |
| [Add]: Completed Customer payments can now be cancelled to effectively override the paid status of an invoice |
| [Add]: Completed If a credit is applied to an invoice this is now printed in the notes section and a client account record created as a full audit trail |
| [Add]: Completed Ability to record multiple customer payments and change date of payment |
| [Add]: Completed Increase size of overdue invoice totals to cater for larger numbers |
| [Add]: Completed Hide unit price on invoice (on individual invoices not overall) |
| [Add]: Completed Check numbers now shown on individual payments on client payment screen |
| [Fix]: Fixed [BT#44] Credit/Debit client account was not entering the reason against the audit trail |
| [Fix]: Fixed [BT#42] Discount and mileage not being automatically added to invoice totals |
| [Fix]: Fixed [BT#45] Invoice would print if preview set even when cancelled |
| [Fix]: Fixed [BT#18] When printing chart, Notes for next appointment are shown twice |
| [Fix]: Fixed [BT#56] Print remittance slip once at end of invoice not every page |
| [Fix]: Fixed [BT#55] Horses at Yard was displaying incorrect owner/address information |
| [Fix]: Fixed [BT#7] When entering next appointment from diary, the client data is not always shown on the update form. |
| [Fix]: Fixed [BT#54] Rewrite of Horses Due report |
| [Fix]: Fixed [BT#53] Reviewed the logic between create next appointment on the diary/invoice and scheduling ahead |
| [Fix]: Fixed [BT#52] Diary did not show client/horse on booking when entered via complete appointment on diary |
| [Fix]: Fixed [BT#51] Could not create next appointment from invoice if entered via the complete appointment function in the diary |
| [Fix]: Fixed [BT#50] Assessment chart was not showing correct Invoice Number or Date |
| [Fix]: Fixed [BT#49] Yard/Stable button was not hidden when inserting a new client record |
| [Fix]: Fixed [BT#48] Utiltiies window could be opened multiple times |
| [Fix]: Fixed [BT#46] Recalculation of bank account did not take into account bank transfers |
| [Fix]: Fixed [BT#43] Client instructions on item could be duplicated in invoice description |
| [Fix]: Fixed [BT#27] Creating an invoice where a CR has been detected will produce a correct invoice but duplicate the credit on the client account |
| [Add]: Completed Allow more than one hoof chart per day |
| [Add]: Completed Yard changed to stable on Payment screen for UK users |
| [Add]: Completed Horse stable/show name now highlighted in yellow as mandatory fields depending on preferences switch |
| [Add]: Completed Expected work is now hidden if any appointment type other than an appointment |
| [Add]: Completed Allow tooltips to be turned off in Preferences |
| [Add]: Completed Installer is now Windows 7 aware |
| [Add]: Completed Add scrollbars (horizontal and vertical) to every screen to allow for use on NetBook machines. Scrollbars to show only when required by the operating system. |
| [Fix]: Fixed [BT#36] Appointments by vehicle not showing the diary |
| [Fix]: Fixed [BT#12] Charts - change date from current to previous. When clicking on Draw the date returns to current. |
| [Fix]: Fixed [BT#40] Partial invoice payments would not show the tax in the posted transaction |
| [Fix]: Fixed [BT#41] Coloring on diary would not work on XP or Vista Business |
| [Fix]: Fixed [BT#16] Canadian (for example) would show 'VAT No:' on top of invoice |
| [Fix]: Fixed [BT#15] Installing for Canadian could show Spanish translation |
| [Fix]: Fixed [BT#9] When invoicing, if a client is selected and the invoice date is changed the client disappears |
| [Fix]: Fixed [BT#38] Gross income report is not showing the tax figure |
| [Fix]: Fixed [BT#39] If a tax code was changed on the invoice screen, an incorrect tax calculation could be made |
| [Fix]: Fixed [BT#30] UAC manifest to be deleted in user program folder, taken out of compiled code and added using installer only. External manifests take priority with XP |
| [Fix]: Fixed [BT#11] Select unpaid invoices and all are shown |
| [Fix]: Fixed [BT#10] Charts print ages as months instead of years |
| [Fix]: Fixed [BT#37] Compatability mode might have been set on XP or Vista machines (disbale themes). Fix required to reset this to standrad default Windows settings. |
| [Add]: Completed Income/Expenses by Category/Supplier now includes Payee |
| [Add]: Completed When euthenasia is selected on the horse record, future appointments are deleted |
| [Fix]: Fixed [BT#34] When adding appointments from the Update Client form, the time is entered as 1 and does not show on the diary. |
| [Fix]: Fixed Add Video on Horse screen is too large for maximised to take effect |
| [Fix]: If creating an invoice from Complete Appointments, the automated email feature was not being activated |
| [Fix]: Fixed Archived Client, Yards and Horses showing on Add Appointment window |
| [Fix]: Fixed [BT#35] Invoice description was being reset to item description when saving item |
| [Fix]: Fixed Tab order on Clients/More incorrect |
| [Fix]: Fixed [BT#33] OSConvert utility was not changing the translation file location |
| [Fix]: Fixed [BT#6] Customer Payment window was too small on initial opening |
| [Fix]: Fixed the issue where the application would suspend itself when run on SOME Windows XP Tablet machines. Windows XP (non Tablet) and all Vista operating systems (Tablet or not) were not affected. |
| [Fix]: Weekly/Monthly views did not always show the correct farrier for the appointments |
| [Fix]: If using full/reset/trim preferences, the add booking window was not showing the expected work |
| [Fix]: Select Farrier does not show archived farriers |
| [Add]: Some provisional background code for Quickbooks has been added but not released publically. This will be released in v9.2.0 |
| [Fix]: On the multi farrier report, time slots greater than the interval time were being shown as duplicated. This only happened when reporting on the 8th farrier. |
| [Fix]: Custom button on appointments not being translated |
| [Fix]: Resizing of appointments screen was not always working correctly using the Custom button |
| [Change]: Statements show paid invoices by default |
| [Change]: The main screen has been changed considerably. The older toolbar has been removed and a new toolbar provided giving instant access to more functions. |
| [Change]: If a background colour was not set on the multi worker report then the 2nd time slot if over the interval time was duplicated on all columns. Now defaults to grey and issues a warning message. |
| [Add]: Odometer readings can be used to calculate mileage on the invoice |
| [Improvement]: Further changes to resizing code on all screens. All screens capable of being resized can now be maximised instantly or dragged to resize |
| [Improvement]: Scheduler now shows the area selected along with farriers name |
| [Improvement]: Scheduler was flashing excessively on startup |
| [Fix]: The notes on the scheduler would always display the last appointment details when first opened. Notes are now only displayed when the relevant appointment is highlighted. |
| [Fix]: When adding a booking the clients for the yard (if selected) were not being shown |
| [Fix]: The notes on the scheduler were showing the incorrect time even if no notes were present |
| [Change]: Workaround introduced for printers with Custom settings that are non standard when printing invoices. |
| [Add]: All window positions are now saved when moved or resized |
| [Improvement]: Speeded up email search on Client and Contact |
| [Improvement]: All screens now react to resizing including widescreen |
| [Fix]: When adding a client direct from the add booking form, a space was added before the last name |
| [Change]: Screens redesigned to cater more for Tablet, touch button control and easier disability access |
| [Add]: Default Client selection can now be set under Preferences |
| [Fix]: Entering a cost price on the item and an invoice price on the item with no markup was reverting the invoice price back to the cost price |
| [Fix]: If an item price had a markup applied before pressing OK, then the markup would be applied twice. |
| [Fix]: Non chargeable items were not being processed on the invoice correctly |
| [Fix]: Invoice number was not always updated at end of invoice (not definitely identified) so code added to startup routines to check for this and change the master invoice number to the next expected. |
| [Change]: The custom diary settings were not being saved on Vista machines |
| [Regression]: Assessment charts were not always available |
| [Fix]: The Extra Prices feature was not always working when invoicing |
| [Fix]: When an invoice was sent by email the attachment was not being cleared on subsequent emails |
| [Change]: Known Behaviour renamed to Horse Type on horse record for consistency with Items screens |
| [Regression]: When editing an item, if the Purchase Price had not been added the Invoice price was being reset to 0 when saved. |
| [Regression]: When viewing the client screen and then editing a horse, the client name could be lost in some circumstances. |
| [Add]: Client instructions now added to items that can be printed on each individual invoice line. |
| [Add]: The Year has been added to the top of the Weekly and Monthly appointment planners |
| [Add]: If an invoice has been partially paid then part paid is printed on the invoice (if set in preferences) |
| [Add]: If the horse owner has an Area associated with them, then when creating an appointment from the invoice, the diary will move forward to the date suggested and show only the appointments in that area |
| [Add]: Entering items can now be lower case (set in Preferences) |
| [Add]: The location has been added to the booking notes, work sheet and daily schedule. ie. Client or name of yard. |
| [Add]: Default email subject for invoices added to settings screen |
| [Add]: Email subject and signature can be added to any email |
| [Add]: Support for client invoice statements |
| [Improvement]: Advert and Terms messages can now be removed from the settings screen |
| [Improvement]: EMail routines completely re written to resolve spurious authentication issues |
| [Improvement]: Email attachment list length increased for multiple attachments |
| [Improvement]: When making a payment, if underpaid or overpaid the message would appear twice during entry. |
| [Improvement]: If the client is a yard owner or the client has the horse kept at the yard, then the yard name appears on the diary instead of the client name |
| [Improvement]: When the stable name is selected on Add Appointment, the list of clients now changes to the clients at that stable and not all clients on the system |
| [Fix]: The tax, mileage and discount invoice settings were being ignored when a new client or stable was selected on adding a new invoice. |
| [Fix]: When rescheduling a days appointments to a future date, intermediate appointments were somteimes included also. |
| [Fix]: If a stable was selected on Add Appointment followed by a client, the stable name was deleted |
| [Change]: If a client does not have an email address, then the email button is disabled on the preview invoice window |
| [Regression]: Tax was not being hidden on the invoice, email was not adding the senders name and several switches were being ignored (recompilation of all dll's required to reset global variables) |
| [Add]: Support backup can now cater for data files or just configuration or translation files |
| [Add]: Password text can now be revealed for checking on Email settings |
| [Add]: Client area added to messaging window when a client is selected from the drop down box |
| [Add]: Percentage markup can now be applied to items (works on pre tax figures) |
| [Add]: EMail log now provided on File menu |
| [Change]: Authentication code on email re written to try to resolve an untraceable issue (error 550) |
| [Add]: Email profile can be changed at the time of sending an email. |
| [Add]: Item prices can now be raised (or decreased) on block from View Item window |
| [Add]: Prices can now be changed globally from the View Items screen. Note: Use with caution! |
| [Add]: HELO settings on email now use the domain section of the email address when selected |
| [Improvement]: Email code rewritten to check for TLS, SSL and Authentication settings. |
| [Improvement]: Email profiles are now checked in various places for integrity. Email will automatically use the default profile. |
| [Improvement]: If item levels are low then the item can be filtered from the invoice drop down box or a warning is issued. Both can be set up under Options/Items. |
| [Improvement]: When sending a test email from the options area, the email is sent using the currently selected profile and will report on the email what profile was used to send the test message |
| [Fix]: View Items was not filtering archived records when opened |
| [Fix]: Invoice items are not filtered if they are service items. These cannot have item levels set. |
| [Add]: Wall calendars (planners) can now select appointments by Area |
| [Add]: Daily work sheet now shows the shoes to be fitted if recorded against the horse shoeing record |
| [Regression]: Fixed [BT#1] Assessment chart will not print |
| [Regression]: Fixed [BT#2] Kept at was not being shown on the client screen |
| [Add]: If the client has a company name then you can optionally invoice the company name as opposed to the client name |
| [Fixed]: When going to the complete appointment screen from the diary, the list of appointments not invoiced occasionally displayed incorrectly |
| [Add]: Client name on the electronic charts uses the company name if available and set to be used on the client record |
| [Add]: You can now assign an area where a horse is kept at if different to the client location |
| [Add]: Ability to view an invoice from the client - extras/financial window |
| [Add]: Transfer funds window now allows date selection |
| [Add]: Clients can now be selected by Area |
| [Added]: Date of birth to horse record |
| [Add]: Payments can be viewed from the View Invoice or Add Invoice screens |
| [Add]: Memo field and indicator on the horse record for when a horse is not kept at a yard or the clients location i.e. in a field |
| [Add]: Client name on the invoice uses the company name if available and set to be used on the client record |
| [Add]: New report previewer with extended functinality. Ability to email any report including provision for HTML, PDF, TXT or XML formats |
| [Add]: Where shod (Forge or home) on horse screen |
| [Add]: You can now credit an invoice if the client account balance is in credit |
| [Changed]: View account could be opened multiple times |
| [Fixed]: Transfers between bank accounts was showing as negative instead of positive on the transaction list and vica versa |
| [Add]: A new button to jump ahead or backward a week at a time added to the appointment screen |
| [Add]: The tooltip delay and display times can be changed under Options/Preferences |
| [Improvement]: Added further selection options on view invoices |
| [Improvement]: When the client window opens, All Clients are selected as opposed to All. This is to get round the issue where Stables/Barns were being included in the list which were not immediataly necessary. |
| [Improvement]: Improved German and Norwegian translation |
| [Improvement]: You can now turn off tax, mileage and discount invoicing calculations on the individual client record |
| [Improvement]: Where a tick selection is required to choose an item froma list an icon has been added for clarification |
| [Improvement]: More Australian support |
| [Improvement]: Account balance colours now clearer on view and edit client |
| [Improvement]: New code to check client account balance when amending an invoice |
| [Improvement]: Layout of diary changed to improve look and functionality |
| [Improvement]: Electronic charts printout now allows for colouring of name and address details to bring into line with invoice layouts |
| [Improvement]: Client financial details are recalculated each time the system restarts |
| [Improvement]: Stock control supported on invoice and quick invoice screens. If stock control is activated, items with a zero level will not be shown as available for invoicing |
| [Improvement]: The credit card number and CCV field are now strings (not numeric) |
| [Improvement]: The details of a payment can now be viewed on the client financial tab |
| [Fix]: Links on opening screen (shortcut items) was not always available |
| [Fix]: Email text would send RTF information instead of standard text |
| [Fix]: The smartkey was not operative on the list of patients |
| [Fix]: If the client record was open and an item record was open and the manufacturer or supplier was selected from the drop down box, the client name would be changed to that of the company name |
| [Fix]: When setting an appointment over a number of days the number of days was not being recorded on the appointment record |
| [Fix]: Horse name was not taking into account First/Last Name order as set in Options/Preferences |
| [Fix]: Check for updates would not always activate correctly |
| [Fix]: Printing electronic charts was not displaying client name, client address, patient age and height correctly |
| [Fix]: Edit stable did not show owners address details |
| [Fix]: Assessment chart does not show invoicing text if not set to be used as an invoice in preferences |
| [Change]: View on bank transactions now shows negative values in brackets |
| [Change]: EMail fields on Send Email screen not long enough. Window resized to accomodate new lengths. |
| [Change]: The credit client account has now been changed to handle debiting the account |
| [Change]: Area selector is always available on the diary |
| [Regression]: The assessment chart notes were not being printed |
| [Regression]: No text was shown on appointments on weekly and monthly views if any type other than an appointment |