| [Add]: If an operating system change is detected the convert routine now closes the system and requests a restart |
| [Add]: Added more SSL processing to email including new .pem CA Root file |
| [Add]: Vet added to horse record |
| [Add]: Custom Invoicing introduced - most names can now be renamed and most fields can be hidden from view. Repositioning of names and items will appear in a later version. |
| [Add]: Statements now formatted with header similar to invoices |
| [Add]: Patients Due list can be run from Edit Client/Appointments for subsequent saving/emailing |
| [Add]: Invoice lines can now be printed in order entered (not patient name) using preferences switch in accounts area |
| [Add]: When printing a report the printer profile is set to A4 or Letter setting |
| [Add]: All item prices can now be hidden on the invoice when printed, just showing a total for the invoice |
| [Add]: Account transactions now have a reconciled marker to aid with reconciliation of bank statements |
| [Add]: Window envelopes on invoices and statements |
| [Add]: New Horses Due report to take advantage of new appointment code. |
| [Add]: When closing the Preferences window a check is made to see that one of the email profiles has been set as the default (assuming one of the profiles has been set up) |
| [Add]: Added specific GMail email setup settings information to the help file |
| [Fix]: Fixed [BT#122] The test email function in Preferences always sent the test email via the default account and not the profile being created |
| [Fix]: Fixed [BT#123] SSL email failed with some client servers such as Gmail |
| [Fix]: Fixed [BT#124] The multi worker reports were not displaying the client name correctly |
| [Fix]: Fixed [BT#121] If email was in HTML format, any text added to the message was not transmitted |
| [Fix]: Fixed [BT#126] Client list was resetting to all clients having performed a search and then clicking on a record |
| [Fix]: Fixed [BT#120] Hide client balance check box not working |
| [Fix]: Fixed [BT#125] Print multiple invoices was not always working |
| [Change]: Invoices reformatted to cater for windows envelopes and to erradicate some printing issues |
| [Change]: County field on addresses removed for US and Canada |
| [Change]: Send email attachment list increased in size for multiple attachments. |
| [Change]: Extensive rewrite of appointment code. Appointments created and rescheduled on diary or planners now updates Horse Next Visit date automatically. |
| [Add]: If a daily work schedule is printed it will change the report type to show the dates split into sections |
| [Add]: Profit & Loss report now sets cursor to "wait" during long report processing |
| [Add]: Added Estonian to language files |
| [Add]: A standard call out fee/visit charge can now be added to the client record to appear on invoices |
| [Add]: Transactions can now be defined as being a Personal Drawing with a new report to list these |
| [Add]: If the Client area is changed then the relevant bookings are updated |
| [Add]: Net, tax and gross totals now appear on all financial reports |
| [Add]: CTRL/C on the View/Add Client or Contact windows now copies the address onto the clipboard to be pasted into another application |
| [Add]: Transactions cannot be added until a Bank Account has been created |
| [Add]: Payment Method can now be added direct on the Payment screen by typing into the drop down box |
| [Add]: Added invoice dates to Product and Service reports |
| [Add]: Ignore Client check box on Add Booking now allows all patients at a stable/barn to be listed irrespective of the client. |
| [Add]: Invoices with a zero total can be paid or not paid |
| [Add]: Automatically detects if the system is running an another operating system from previously and converts the data |
| [Add]: Tips from clients can now be added from Receive Customer Payment screen |
| [Add]: Quick add now allows for entry of up to 10 patients and can create a stable, including assigning of patients to that stable |
| [Add]: An item can optionally have a Reminder set to show in the Reminders and Messages area. |
| [Add]: Phase 1 of multi user code added |
| [Add]: MP4 video files can now be used but required the relevant Codecs to be installed for Windows Media Player. These are freely available on the Microsoft website. |
| [Add]: If Auto Date Calculation turned on in preferences/Horse then an appointment is created for the Next Visit date when the horse is added for the first time. |
| [Add]: New wizard for demo users to set up data prior to initial run |
| [Add]: Reminders report |
| [Add]: Ability to wipe data and start from scratch (Reset System) |
| [Add]: New button on Case record to show the last 30 invoices raised against the patient. |
| [Add]: Invoice number can now be changed at runtime |
| [Add]: Messages report accessed from messages are on front panel |
| [Add]: Messaging area has new radio button to show "invoice" reminders. |
| [Fix]: Deleting invoices was not deleting invoice lines every time |
| [Fix]: Fixed [BT#118] Import Items form Quickbooks not working |
| [Fix]: Fixed [BT#108] When scrolling down the client/contact lists the notes were not always in step with the scroll bar |
| [Fix]: Fixed [BT#109] Client sales, service sales and product sales reports were not adjusting correctly for invoices of zero value (i.e. discounted down to zero) |
| [Fix]: Fixed [BT#99] Messages did not reveal Client or Horse name when edited |
| [Fix]: Fixed [BT#107] Mileage label not printing on PDF invoice |
| [Fix]: Fixed [BT#110] Income and Supplier by Category was not clearing payee name when displaying an account transfer |
| [Fix]: Updates were deleting the original help file |
| [Fix]: Fixed [BT#101] Statement email addresses were being cut short if over 19 characters |
| [Fix]: Fixed [BT#111] Horses Dues Date and Horses Past Due were not filtering by appointment correctly |
| [Fix]: Fixed [BT#103] List of invoices was not showing paid invoices |
| [Fix]: Fixed [BT#114] Space in backup name could be misinterpreted by windows and split attachment into 2 filenames |
| [Fix]: Fixed [BT#106] When booking multiple patients, the first patient on the list was not having the next visit date updated |
| [Fix]: Fixed [BT#105] SMS messages were not converting horse correctly |
| [Fix]: Fixed [BT#115] Item report was not showing the purchase price |
| [Fix]: Fixed [BT#104] Income by Supplier report not working |
| [Fix]: Fixed [BT#117] When adding multiple horses to an appointment and one was untagged, a false booking was created |
| [Fix]: Fixed [BT#112] Patients Due and Past Due reports failing occasionally |
| [Fix]: Fixed [BT#119] Invoices and emails when tagged now print/send in the tagged order sequence |
| [Fix]: Fixed [BT#113] The salutation was not appearing on the printed invoice |
| [Fix]: Fixed [BT#102] Statement could not be saved with default : character in filename |
| [Fix]: Fixed [BT#95] Mileage label description not showing on PDF invoice |
| [Fix]: Fixed [BT#116] Personal finances report not filtering correctly |
| [Fix]: Fixed [BT#100] Appointment reports were not working when selecting custom dates |
| [Change]: Removed redundant fields from Client-More tab |
| [Change]: Items list was showing level items as requiring reordering even if the reorder level was 0 |
| [Change]: Client sales report changed in structure for more accurate reporting |
| [Change]: Create new invoice from previous now previews invoice if switched on in preferences |
| [Change]: Personal account transactions were previously excluded from the profit and loss report by design. They are now included. |
| [Change]: Classic invoicing quantity now handles 2 decimal places |
| [Change]: Item reports now show level items as indented |
| [Change]: Increased depth of drop down boxes on invoicing |
| [Change]: Removed footer totals on client overdue invoice to avoid confusion |
| [Change]: Changed reporting of overdue amount on overdue report for clearer interpretation of figures |
| [Change]: Patient detail report moved to View Patient window. Report to be redesigned in a future release. |
| [Change]: Invoice labels changed to Sub Total and Invoice Total for consistency with general standards |
| [Change]: SMS messages not sent to clients with no email/sms entry |
| [Add]: New invoice summary report |
| [Add]: New alternative Classic Invoicing method (Preferences/Accounts) added to cater for improved functionality when adding invoice lines. |
| [Add]: Completed Add appointment needs to cater for multiple horses and time periods |
| [Add]: Completed Ability to add a patient and item when invoicing |
| [Add]: New report to show appointments not invoiced |
| [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]: Reports can now be shown maximised or run in a smaller window (default) |
| [Add]: QB Connection Log manager |
| [Add]: New advance appointment scheduler to send reminder by email or SMS |
| [Add]: Front panel now allows access to advance appointment notices, either by report or to send via email/sms |
| [Add]: Appointment Preferences now allows advance appointment warning days to be set |
| [Add]: Client phone can be categorised as Preferred Number and/or Appointment Reminder number |
| [Add]: New phone type of SMS |
| [Fix]: Fixed [BT#98] Email client would be empty if sent directly following a SMS message |
| [Fix]: Fixed [BT#97] SMS emails could be sent to the originator and not the adressee |
| [Fix]: Fixed [BT#96] SMS List box was showing date as 12am (display only) |
| [Fix]: Fixed [BT#94] Balance figure on invoice payment history was not correct although the invoice was mathematically correct (display only) |
| [Fix]: Fixed [BT#93] Booking invoice status not picking up on client status |
| [Fix]: Fixed [BT#92] Patients at yard report showing incorrect stable owner |
| [Fix]: Fixed [BT#91] Overdue charge was being incorrectly calculated by 10% |
| [Fix]: Fixed [BT#90] Tax was not being added to overdue invoice charges |
| [Fix]: Fixed [BT#89] Appointments report listed non appointments as empty |
| [Change]: Stock control now does not show reorder colour if reorder level is zero all the time. Used to be a preference. |
| [Change]: Dicom converter not code signed for Vista/Windows 7 |
| [Change]: Help files removed from installer (updates only) and accessed via Check for documentation updates on Help menu |
| [Change]: Speeded up opening invoice from Invoice button on main toolbar |
| [Change]: Standard rate check box aded to tax code record |
| [Change]: Some reports would fail when trying to access an unopened file (ABC error) |
| [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]: Completed Arrange multiple patient appointments using tick box with average time for each horse |
| [Add]: Completed Show amount paid and how paid (cash, cheque) on invoice for client records |
| [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]: Clients and Stables can now select not to be invoiced (and filtered when invoicing) in new invoice area on client and stable record |
| [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]: Completed Add finance charge to outstanding invoices automatically (add invoice line) after a period (due days) |
| [Add]: Completed Ability to create an invoice over a period of days/weeks/months |
| [Add]: Completed Front screen - subscription expires, last backup date, last full backup date, version, last updated date |
| [Add]: New help files released |
| [Add]: Restore function available from File menu |
| [Add]: Archive backup (intended for student use) |
| [Add]: Completed Add vertical lines (keep horizontal) on multi worker report |
| [Add]: System information shown on Control Panel |
| [Add]: Completed Routine to recalculate all accounts at startup/exit. To recalculate bank balances, invoices owed, client account balances etc. |
| [Add]: Completed Create new client/horse direct from Add Chart |
| [Add]: Completed Client activity report by period, invoice number, status, partial, fully paid, outstanding, how long overdue and total |
| [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 vet to invoice (optional) |
| [Add]: Completed Ability to have different work dates on an invoice |
| [Add]: Archived appointments can now be shown on the monthly and weekly planners |
| [Add]: Added type of Wormer to Item |
| [Add]: Added Patient, Case, Treatment to window header when adding drugs and lab tests for easier identification of working area |
| [Add]: Imaging category to Settings-General |
| [Add]: When adding an appointment from appointment summary in Client or Patient, the current Client and Patient are pre filled into the Add Appointment window |
| [Add]: When a Staff member, Patient 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]: Facility to manually adjust client account balance (secretly) |
| [Add]: Future bookings on main control panel now can be set up in Preferences/Appointments |
| [Add]: Check for document updates added. Help files are no longer supplied with the updates but a separate download. |
| [Add]: Staff Type added to Settings |
| [Add]: Income and Expenses by Category and Supplier reports now show % contribution to overall income and expense figures |
| [Add]: Client, Product and Service Sales reports now show % contribution to overall sales figures |
| [Add]: Added client mileage to add booking screen |
| [Add]: Comparison reports for daily, weekly, quarterly and annual part implemented. To be completed on next update. |
| [Add]: Mileage report now shows percentage share |
| [Add]: Amount due and payment history can now be printed (optionally) independently or together on the invoice |
| [Add]: Stable owner can now be included on client drop down list on invoice (Set in Accounts Preferences) |
| [Fix]: Fixed [BT#83] If stable owner was deleted the stable was still remaining |
| [Fix]: Fixed [BT#82] Client payment details not showing on invoice as required |
| [Fix]: Fixed [BT#80] If 2 charts are created on the same day, they do not display correctly on horse record |
| [Fix]: Fixed [BT#64] Horse owner changes randomly when the client screen is open |
| [Fix]: Fixed [BT#58] Automated updates not running in Vista |
| [Fix]: Fixed [BT#50] Clickable items on front screen are not always active |
| [Fix]: Fixed [BT#34] If the client and patient screens are open at the same time, the client is sometimes lost on the patient screen |
| [Fix]: Fixed [BT#30] 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#26] View patient list does not receive focus immediately and smartkey not always working |
| [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#57] Auto Calculate in Horses/Preferences is being reset occasionally |
| [Fix]: Fixed [BT#16] When adding a client from Add Appointment, a space is added to the last name |
| [Fix]: Fixed [BT#13] Add location of yard on yards report |
| [Fix]: Fixed [BT#12] Stables report - Owners shown correctly but addresses incorrect. |
| [Fix]: Fixed [BT#17] Regular payments are not being included in the Profit and Loss report |
| [Fix]: Fixed [BT#11] Click on client/horse and other views - data on right is not instantly shown |
| [Fix]: Company logo and watermark file not being displayed correctly in Preferences |
| [Fix]: When adding Vaccines on the Patient record the drop down box was not working |
| [Fix]: Fixed [BT#79] Selecting images could lose path information occasionally |
| [Fix]: Fixed [BT#78] Next invoice number occasionally repoting an error |
| [Fix]: Fixed [BT#77] Error(33) would appear when cancelling a new invoice |
| [Fix]: Fixed [BT#76] Select Staff not working on diary |
| [Fix]: Fixed [BT#75] Check for updates continued to cause problems. Finally tracked down to mixture of Message() and ITS.Run |
| [Fix]: Fixed [BT#74] Staff Type was not unique allowing duplicate entries |
| [Fix]: Fixed [BT#87] Report date selection would not make correct selection intermittently |
| [Fix]: Fixed [BT#86] Cancel payments was activated if the X button to close the window was pressed instead of the using the cancel button |
| [Fix]: Fixed [BT#85] Date would revert to todays date when changing the date to a prior date on the charts |
| [Fix]: Fixed [BT#84] Full backup was performing routine twice |
| [Change]: Invoice payment history details are calculated each time the invoice is printed for up to date information |
| [Change]: Stable owner or stable details can now be changed on the same screen |
| [Change]: Changed backup filename convention for easier reading |
| [Change]: If an invoice spreads over 2 pages, then the 2nd page has Continued printed at the top of the page |
| [Change]: Tentative bookings removed from monthly and weekly planners as not used |
| [Change]: Front control panel is now resizable |
| [Change]: Lab Test Name/Type were the wrong way round on Settings |
| [Change]: If the Item is a booster, the Vaccine and Booster button is now enabled on Add Item as opposed to just for Drugs. |
| [Change]: Credits/Debits would show on client payment summary as Invoice #0. Now not shown on report. |
| [Change]: Client payment summary report now has client name and date on header |
| [Change]: Archived workers appointments do not show on the planners |
| [Change]: When adding an appointment, Home Visit is selected by default |
| [Change]: Profit and Loss report modified |
| [Change]: Invoice now uses show name if present when set in Patient Preferences |
| [Add]: The ability to not print the client payment history on the invoice under Preferences - Accounts |
| [Add]: Service sales report added to Accounts menu |
| [Add]: Arrange next appointment added to Create Invoice |
| [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/Patient to allow for very quick entering of clients and patients |
| [Add]: Select Contacts now supports All |
| [Add]: Added Terms to Settings |
| [Add]: Credit Limit and Terms on Client screen |
| [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 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. |
| [Fix]: Fixed [BT#73] The stock reorder colouring was not working on View Item |
| [Fix]: Fixed [BT#72] 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#71] Dates sometimes reverted to 1801 on reports slectors |
| [Fix]: Fixed [BT#70] Service date on invoice line was incorrect |
| [Fix]: Fixed [BT#69] When tax not used selected in preferences, invoice columns were not being adjusted correctly |
| [Change]: If View Invoice window open and Invoice pressed on toolbar, a new invoice would not open. |
| [Change]: Referred by on client now has it's own database of names |
| [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]: Tagging column to left of Client, Contact, Item and Account names now have a solid vertical line for easier identification |
| [Change]: Client Type missing from Settings |
| [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]: Quickbooks help is now opened automatically when Integration is chosen in Preferences |
| [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 |
| [Fix]: Fixed [BT#68] Add patient crashes when adding from Client, and on completion when entering on own |
| [Change]: Work Code on Staff record now renamed to Class for Quickbooks integration |
| [Change]: Contacts now selected by contact type drop down box |
| [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#63] Overdue period not being updated immediately when invoice created |
| [Fix]: Fixed [BT#67] Clients/Patients at yard not showing correct yard/patient owners |
| [Fix]: Fixed [BT#66] If the appointment screen was open and closed immediately prior to adding/editing a patient, the client would be lost/changed |
| [Fix]: Fixed [BT#65] Patients due (by patient) not showing client |
| [Change]: If a payment has been cancelled it is shown on the statement as RFD (Refund) as opposed to a payment (PMT) |
| [Change]: Added "of ..." to the phrase Sub Item for clarity of functionality |
| [Change]: Colour coding on reordered items |
| [Change]: Print multiple invoices is now handled automatically and can be set in Preferences |
| [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 Patients due report overhauled |
| [Fix]: Fixed [BT#61] Drop down on invoice item was not displaying level items correctly |
| [Fix]: Fixed [BT#61] Contact list is showing duplicated names with varying address and other contact information |
| [Fix]: Fixed [BT#60] The client and contact reports could shown name on occasions |
| [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 Staff window changed for easier data entry and review |
| [Add]: Completed Client details activated in Case and Treatment records |
| [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 Increase size of overdue invoice totals to cater for larger numbers |
| [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 Add vaccine from invoice to patient history (requires Preferences to be set) |
| [Add]: Completed Beter logic for enable/disable control of Vaccine/Booster button on Item |
| [Add]: Completed Check numbers now shown on individual payments on client payment screen |
| [Fix]: Fixed [BT#45] Units on drugs list on patient record does not exceed 99.99 |
| [Fix]: Fixed [BT#55] Print remittance slip once at end of invoice not every page |
| [Fix]: Fixed [BT#56] On some Vista machines, list boxes would highlight an item in white making it invisible |
| [Fix]: Fixed [BT#54] Patients at Yard was displaying incorrect owner/address information |
| [Fix]: Fixed [BT#53] Rewrite of Patients Due report |
| [Fix]: Fixed [BT#54] Diary not opening in monthly view when set in preferences |
| [Fix]: Fixed [BT#18] When printing chart, Notes for next appointment are shown twice |
| [Fix]: Fixed [BT#52] Utiltiies window could be opened multiple times |
| [Fix]: Fixed [BT#51] Booking time on entry was not displaying the full 24 hour clock after 9:59am/pm |
| [Fix]: Fixed [BT#49] Recalculation of bank account did not take into account bank transfers |
| [Fix]: Fixed [BT#48] Invoice would print if preview set even when cancelled |
| [Fix]: Fixed [BT#47] Credit/Debit client account was not entering the reason against the audit trail |
| [Fix]: Fixed [BT#46] 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 |
| [Fix]: Fixed [BT#44] Client discount and mileage not being automatically added to invoice totals |
| [Add]: Completed Allow more than one electronic chart type per day |
| [Add]: Completed Yard changed to stable on Payment screen for UK users |
| [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. |
| [Add]: Completed Income/Expenses by Category/Supplier now includes Payee |
| [Add]: Completed When euthenasia is selected on the patient record, future appointments are deleted |
| [Add]: Completed Patient stable/show name now highlighted in yellow as mandatory fields depending on preferences switch |
| [Fix]: Fixed [BT#15] Canadian (for example) would show 'VAT No:' on top of invoice |
| [Fix]: Fixed [BT#14] Installing for Canadian could show Spanish translation |
| [Fix]: Fixed [BT#10] Charts - change date from current to previous. When clicking on Draw the date returns to current. |
| [Fix]: Fixed [BT#41] Gross income report is not showing the tax figure |
| [Fix]: Fixed [BT#43] Partial invoice payments would not show the tax in the posted transaction |
| [Fix]: Fixed [BT#31] 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#9] Select unpaid invoices and all are shown |
| [Fix]: Fixed [BT#8] Charts print ages as months instead of years |
| [Fix]: Fixed [BT#40] Compatability mode might have been set on XP or Vista machines (disbale themes). Fix required to reset this to standrad default Windows settings. |
| [Fix]: Fixed [BT#38] Invoice description was being reset to item description when saving item |
| [Fix]: Fixed Tab order on Clients/More incorrect |
| [Fix]: Fixed Archived Client, Yards and Patients showing on Add Appointment window |
| [Fix]: Fixed Add Video on Patient screen is too large for maximised to take effect |
| [Fix]: Fixed [BT#36] OSConvert utility was not changing the translation file location |
| [Fix]: Fixed [BT#6] Customer Payment window was too small on initial opening |
| [Fix]: Fixed [BT#37] When adding appointments from the Update Client form, the time is entered as 1 and does not show on the diary. |
| [Fix]: Fixed [BT#32] Select Edit Case History on Edit Patient/Cases and goes to incorrect Tab |
| [Fix]: Fixed [BT#7] When invoicing, if a client is selected and the invoice date is changed the client disappears |
| [Fix]: Fixed [BT#42] If a tax code was changed on the invoice screen, an incorrect tax calculation could be made |
| [Add]: Some provisional background code for Quickbooks has been added but not released
publically. This will be released in v9.2.0 |
| [Add]: Odometer readings can be used to calculate mileage on the invoice |
| [Add]: All window positions are now saved when moved or resized |
| [Improvement]: Scheduler was flashing excessively on startup. |
| [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]: All screens now react to resizing including widescreen |
| [Improvement]: Speeded up email search on Client and Contact |
| [Fix]: If creating an invoice from Complete Appointments, the automated email feature was not being activated |
| [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 staff for the appointments |
| [Fix]: Custom button on appointments not being translated. |
| [Fix]: Resizing of appointments screen was not always working correctly using the Custom button. |
| [Fix]: The notes on the scheduler were showing the incorrect time even if no notes were present. |
| [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]: When adding a client direct from the add booking form, a space was added before the last name |
| [Fix]: Select Staff does not show archived staff |
| [Change]: Statements show paid invoices by default. |
| [Change]: Screens redesigned to cater more for Tablet, touch button control and easier disability access |
| [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]: Workaround introduced for printers with Custom settings that are non standard when
printing invoices. |
| [Add]: Default Client selection can now be set under Preferences |
| [Add]: Added Non Chargeable indicator to the Item record. This allows an item to be invoiced, the units in stock to be decremented but not charged on the invoice. |
| [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. |
| [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. |
| [Change]: The custom diary settings were not being saved on Vista machines |
| [Regression]: Electronic charts were not always available |
| [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 |
| [Change]: When viewing the client screen and then editing a horse, the client name could be lost in some circumstances. |
| [Regression]: When editing an item, if the Purchase Price had not been added the Invoice price was being reset to 0 when saved. |
| [Add]: The location has been added to the booking notes, work sheet and daily schedule. ie. Client or name of yard. |
| [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]: Email subject and signature can be added to any email |
| [Add]: Default email subject for invoices added to settings screen |
| [Add]: If a client does not have an email address, then the email button is disabled on the preview invoice window |
| [Add]: Appointments can now be arranged by stable/barn |
| [Add]: Support for client invoice statements |
| [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]: 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 |
| [Fix]: The SOAP fields on the patient treatment history did not always display correctly although had been recorded correctly. |
| [Fix]: When rescheduling a days appointments to a future date, intermediate appointments were somteimes included also. |
| [Fix]: The tax, mileage and discount invoice settings were being ignored when a new client or stable was selected on adding a new invoice. |
| [Change]: The setup/general menu has now changed to include a new menu item of Standard Forms within which are Letters and Consent Forms |
| [Add]: Entering items can now be lower case (set in Preferences) |
| [Add]: Early support for Acupuncture charts (not implemented) |
| [Fix]: The lab report indicator on the individual item was being ignored when invoicing and a Lab report item was always being added to the history. |
| [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]: 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]: EMail log now provided on File menu |
| [Add]: Percentage markup can now be applied to items (works on pre tax figures) |
| [Add]: Support backup can now cater for data files or just configuration or translation files |
| [Fix]: Tax columns were not being hidden on invoicing when set to be ignored in Preferences |
| [Change]: Authentication code on email re written to try to resolve an untraceable issue (error 550) |
| [Add]: Email code rewritten to check for TLS, SSL and Authentication settings. |
| [Add]: Item prices can now be raised (or decreased) on block from View Item window |
| [Add]: HELO settings on email now use the domain section of the email address when selected |
| [Add]: Email profiles are now checked in various places for integrity. Email will automatically use the default profile. |
| [Add]: Prices can now be changed globally from the View Items screen. Note: Use with caution! |
| [Add]: Email profile can be changed at the time of sending an email. |
| [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 |
| [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. |
| [Fix]: Invoice items are not filtered if they are service items. These cannot have item levels set. |
| [Fix]: View Items was not filtering archived records when opened |
| [Add]: Wall calendars (planners) can now select appointments by Area |
| [Regression]: Fixed [BT#2] Kept at was not being shown on the client screen |
| [Regression]: Fixed [BT#1] Charts will not print |
| [Add]: New report previewer with extended functinality. Ability to email any report including provision for HTML, PDF, TXT or XML formats |
| [Add]: When invoicing, if the item has been defined as an item, then it is added to the patient drug history - requires to be turned on in Preferences (Invoicing section) |
| [Add]: Preliminary support for booster reminders on Preferences/Appointments and individual client record (extras) - send reminder via mail, email, text etc, |
| [Add]: Support for vaccinations and boosters on the item |
| [Add]: When invoicing, if the item has been defined as a Lab Report, then it is added to the patient lab report - requires to be turned on in Preferences (Invoicing section) |
| [Add]: Transfer funds window now allows date selection |
| [Add]: Referrer on case history can be a client or contact |
| [Add]: Memo field and indicator on the patient record for when a patient is not kept at a yard or the clients location i.e. in a field |
| [Add]: Payments can be viewed from the View Invoice or Add Invoice screens |
| [Add]: Clients can now be selected by Area |
| [Add]: Item record can now be classified as a Booster item. |
| [Add]: You can now assign an area where a patient is kept at if different to the client location |
| [Add]: You can now select Referrers on the Client and Contact windows |
| [Add]: Client record now contains a supplemental notes sections and a referral notes section intended to record details of how a client came to be listed with you |
| [Add]: Item screen split over 2 tabs to allow for detailed Vaccination and Booster item setup criteria |
| [Add]: Contacts can now be categorised as a Referrer. Clients can also be added to the list easily. |
| [Add]: Ability to view an invoice from the client - extras/financial window |
| [Add]: A new button to jump ahead or backward a week at a time added to the appointment screen |
| [Add]: Client name on the invoice uses the company name if available and set to be used on the client record |
| [Add]: When invoicing, if the item has been defined as a Vaccination, then it is added to the patient vaccination - requires to be turned on in Preferences (Invoicing section) |
| [Add]: Date of birth to patient record |
| [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 credit an invoice if the client account balance is in credit |
| [Add]: The tooltip delay and display times can be changed under Options/Preferences |
| [Add]: Select items due for reorder |
| [Add]: If the client has a company name then you can optionally invoice the company name as opposed to the client name |
| [Improvement]: Referrer list is now showing all contacts that have been set to a referrer on the Case History record |
| [Improvement]: When viewing the list of items, the check boxes now cancel each other out depending on the selection making the choice more intuitive |
| [Improvement]: Client financial details are recalculated each time the system restarts |
| [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]: The credit card number and CCV field are now strings (not numeric) |
| [Improvement]: New code to check client account balance when amending an invoice |
| [Improvement]: Electronic charts printout now allows for colouring of name and address details to bring into line with invoice layouts |
| [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 details of a payment can now be viewed on the client financial tab |
| [Improvement]: Account balance colours now clearer on view and edit client |
| [Improvement]: You can now turn off tax, mileage and discount invoicing calculations on the individual client record |
| [Improvement]: Added further selection options on view invoices |
| [Improvement]: Improved German and Norwegian translation |
| [Improvement]: Where a tick selection is required to choose an item froma list an icon has been added for clarification |
| [Improvement]: Extra support for SOAP methodology (Subjective, Objective, Assessment, Plan) on the Case and Treatment screens |
| [Improvement]: More Australian support |
| [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]: 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]: Email text would send RTF information instead of standard text |
| [Fix]: The lower band on the osteopath form could not be drawn on |
| [Fix]: Not all selections on View items were working |
| [Fix]: Transfers between bank accounts was showing as negative instead of positive on the transaction list and vica versa |
| [Fix]: Edit stable did not show owners address details |
| [Fix]: Patient name was not taking into account First/Last Name order as set in Options/Preferences |
| [Fix]: When setting an appointment over a number of days the number of days was not being recorded on the appointment record |
| [Fix]: When going to the complete appointment screen from the diary, the list of appointments not invoiced occasionally displayed incorrectly |
| [Fix]: Links on opening screen (shortcut items) was not always available |
| [Change]: EMail fields on Send Email screen not long enough. Window resized to accomodate new lengths. |
| [Change]: Lab test and name were sometimes reversed and ambiguous |
| [Change]: The credit client account has now been changed to handle debiting the account |
| [Change]: Renamed products to items on the Preferences window |
| [Change]: View on bank transactions now shows negative values in brackets |
| [Change]: View account could be opened multiple times |
| [Regression]: The default Email profile in Preferences was only being shown, not profiles 1 or 2 |
| [Regression]: No text was shown on appointments on weekly and monthly views if any type other than an appointment |