Backup Form
Now offers Online Backup Option for Data
Calendar Popup
· Added a check box that opens the calendar on today’s date
· If box is not checked, the calendar opens where last used
· Arrow keys change months, page up and down, 3 month change
· Double click month goes to January, right double click goes to December
· Home goes to January, End goes to December
Chart of Accounts
· Redesigned and enlarged form
· Error checking on account numbers. Cannot have duplicate numbers
· Error checking on category field. Now locates by using the account number and category
· Traps for duplicate account names
· Error checking does not allow account numbers to be smaller than group numbers and vise versa
· Budget item accounts now include the ability to be tagged as non-budgeted items
· Added “Bank Name” to the Chart of Accounts drop down field
· Accounts can now be set up to automatically assign the bank name when entering giving data
· Icon to open Chart and Budget is now on Finances Form
· Chart can also be opened from a popup menu on the Data Entry Form
· Validation of linked data when changing the Funds list
· Validity check when deleting an account. Cannot delete an account that has data linked to it
· When deleting an account, the user has the option of changing linked data to another account
· When adding new funds to the Funds list, an item is not deleted from the chart if it is already there
· Default Bank field on chart has auto fill button
Checks Form
· Check Register Reports may be sorted by date, check number, account, payee and entry order
· Fixed Budget Expense Report
· Fixed Deduction form so total check amount adds correctly
· Balance Sheet Report
· Profit and Loss Statement Report
· Larger form
· Account number now refreshes
· Error checking when transaction type does not match the correct column
· When DEP is the type, the cursor automatically moves to Deposit column
· In the Split Form, the transaction type updates when the type field changes
· A message pops up asking you to choose a category if the category field is left blank
· Account Group drop down now lists income and expenses instead of just income
· The down arrow key can now be used to scroll down the register
· Go To button quickly finds a transaction by date
· Memorized transactions enters amount, type and all data from Chart of Accounts
· New field added that records transactions as reconcilable
· Employee Checks now show current and year to date deductions
· Start check numbers at field which allows numbers to match the checks being used
