Google Calendar

Post work order to Google calendar

Enhance

6/28

14.0.686

Report:

Yard activity report now includes route, driver and driver note for each work order printed. Designed to handle yard preparation for days activity

Site list includes township

EMail Invoice Attachments

You can now attach up to 5 additional documents when emailing invoice(s) from site, customer or report. Feature allows sending marketing documents, Terms and conditions , etc when emailing invoices

Utilities

  • Bulk change emails for all sites for a customer.
  • Re-apply all payments for a selected customer
  • Bulk populate customer password with option to respect existing passwords. Used for access to customer portal

Fixes

  • F11 now bring in all notes from WEB-Service station without having to extend date range one day
  • Adding a site now sets invoice handling to email or print as set in the division by division
  • Multiple formated popup notes at the customer level brings in control characters

Enhance

6/10

14.0.685

F9 Production Tracking

Support Site toolbar button that displays the site master for either the service or unit tracking transaction that has been selected

Site search Select site with Auto Credit card selected

Site search has been expanded to select those sites with auto credit card checked on the financial tab of the site master. Great option for sending out reminders for customer with credit card on file and opeb balance invoices

Customer master Site Tab - EMails

In customer master site name, both emails for the service location are now displayed in the customizable grid

Service route Recommendation Tool

Form has been made smaller to fit on smaller laptops and chromebook devices

Bulk change Customer passwords

The utility to bulk change has been enhanced to respect manually entered passwords. Great tool for adding passwords to all customers with a few easy clicks.

Fix

6/10

14.0.687

Post payments with Credit Cards

Option to maintain transaction keys for multiple posting

Multi-line work order Conversion to Line charges

Did not properly populate county, service state and township in line items

Bulk Payment with Credit Cards

Pays invoice balance, rather than total amount of invoice

F2 - Unit availability

Option to select total starting inventory

Enhance

Service

Map Entire Route

New Command Bar button "MAP" that maps the entire route on Google maps. The map supports both map and satellite view, zoom to center and site information bubble can be displayed by clicking a stop to display

  • Stop Number
  • Site Name
  • Site Address
  • Site Number

Enhance

6/10

14.0.686

F9 - Driver Reporting

  • Unit level tracking via Web service station can now be processed into notional charges that can be included on an invoice

Enhance

5/19

Service

Supervisor option

The supervisor option allows you to manage all routes independent of assigned drivers. Small increase of monthly costs to 24.95 and the login can see and manage all routes

7x24 monitoring

Web service station is now monitored every 5 minutes.

New Address

www.tac-service.com is the new address for web service station. Each company received an individual email when moved to new address. Login i,.e., harry who is a driver at Ace Acme will change to harry.AA

Service Stop List

THe refresh option on service stop listing now can be searched and response has been improved

Chrome Browser Cookie Problem Identified

If you cannot login to the web station when using chrome browser, you need to remove the cookies.

Windows or chrome computer

1. Chrome control , upper right hand corner

2. Select setting

3. Show advance setting at bottom

4. Select clear browsing data

5. Check cookies and other site plug in date

6. Check clear browsing data

Ipad

1. select setting

2. Scroll down to Browser being used

3. Scroll down to clear cookies

4. Click clear cookies

Helpful Videos:

Create book marks on desk top of ipad

https://www.youtube.com/watch?v=PUlNxpBWkVY

Book mark on desktop and in safari browser

https://www.youtube.com/watch?v=6g1gurR_eaQ

I found them

1. www.google.com

2. type in search "create a favorite on ipad"

3. click search and select videos at top

You will see a long list to choose from

Enhance

5/12

14.0.665

Credit Card

  • Yellow box warning when posting credit card or adjustments without a note

Statements

  • Support option to print line items details associated with each open invoice on statement. Excellent features for companies that pay from statement at end of period (Week, Month,, etc.)

Customer Master Units List

  • Displays site address at customer level for easier identification of units associated with a specific service / site address

Bulk Change

  • Option to change “auto bill credit card” for all a sites associated with a customer. Excellent tool as customer move over to Credit Card payments
  • Option to change Invoice handling to email or print. Excellent tool as customer move over to paperless invoicing

F9 - Driver Reporting

  • Grids can be configured and grouping to review results
  • Unit level tracking via Web service station can now be processed into notional charges that can be included on an invoice

Enhance

5/11

Service

Web Service

  • Notification of overdue payments. If a site total due is greater than the credit limit on the site and * is placed before the site name in the route list
  • Driver can change stop number by clicking on the stop number, which has an underscore displayed. If the driver does not have permission, the underscore is not displayed. Back office can renumber stop by any interval i.e., 3,5,10 so the driver can change to a number between two stops.
  • Number units can be clicked on directly from route list to manage a set of units for a site. Options include, set lat long of unit, enter production tracking (date and time) of service.
  • Site display has a unit count with underscore to access unit management form
  • Service route green arrow refresh delay has been removed
  • Service route list has been speeded up 2-5x

Enhance

5/7

Service

Web Service Station

  • Check service completions for up to 7 days ago
  • suppression of duplicate production tracking entries in week service areas
  • View of previous services is sensitive to pull down to select see all or stopped not serviced
  • Previous view displays is a now significantly faster

Enhance

4/28

Reporting

1. Age Reports now support selection on Future balances

2. Site statements now support selection on Future balances

3. Reports\dispatch\Tab 7 . Stop-by-Stop production tracking profit analysis report

4. Reports\Dispatch\TAb 8 Stop-by-stop units Reporting on unit verifcation

Enhance

4/28

Email

1. Attachment control (tool at right of attachment line activated)

2. Old attachment button removed

Enhance

4/28

F9- Driver reporting

1. Customizable grids displays

2. Driver pull down list activated

3. Unit level tracking and creation of charge notes for unit verifcation

Enhance

5/1

Service

Web Service Station

Web service station now includes three levels of Production tracking:

 

1. Date, time and location of site service

2. Date, time, location and hours to complete site service

3. Unit level date and time of service NEW

 

All three options support including tracking on invoices sent to the end customer.

 

Option 1

Takes minal driver time, one check box per stop. You get immediate back office notification of the service completion date, time and location of driver.

 

Option 2

Adds a second click and you can capture unit quantities, waste pumped, material usage with end customer email notification option. Back office and the customer both are immediately notified when the driver reports service completion.

 

Option 3

Track the date, time of each unit serviced by serial number.

Other enhancements included:

1. Service stop verification now limits to only one entry per day. Some drivers were entering multiple entries rather than change description, i.e., unit blocked, serviced latter.

2. Service verification without GPS. Drivers notes that it could take 1-2 minutes to get lat/long in areas with limited internet access. This option notes in status and uses current lat/long for location as a driver option

3. Unit service verification tracks, route, date, time of service for each unit. F9 will be expanded to support reporting and generation of billing notes in future update.

4. Many times routes can not be completed on same day. New link allows driver to see see yesterdays completions for a route so they can complete the work

 

Enhance

4/26

14.0.656

Google Maps

A new mapping service based upon Google maps for setting a location latitude and longitude

Enhance

4/26

14.0.656

TAC On line

F5 Service Dispatch

Enhanced to pull in driver code from Web service station. Supports back office knowing which driver completed which stops on a shared route.

Web service Stop profit analysis report. Prints detail stop by stop production reporting with profit\loss by stop

F9 Driver Reporting

Supports option to populate a pending charge for each production stop. Posted data and time of service to a notional charge. Designed to avoid duplicates.

F9 now populates Sales, cost and Profit for every service stop.

Utility to set Customer Port password.

In Admin\database utilities\3. customer. Select customers you want to give access to in the customer portal , check the box populate password and click bulk change. Done

Enhance

4/15

Service

Web Service Stations - Enhanced as follows:

  • Route listing now includes number stops, units and work orders for the route. Snapshot of actual workload for the route
  • Detail production reporting at stop level includes material quantity used , i.e., toilet paper
  • Expanded pull down list for time on work orders
  • Gps of units has been updated to improve speed when setting gps on units

Enhance

4/15

14.0.647

Speed Improvement: Response time is now < 3 seconds for display of Work orders, invoices, line charges, payments, site search and F7 - site and customer search

Enhance

4/15

14.0.647

Invoice Center (accessed by right clicking in invoice gird on financial tab in site master) now support Template invoices. Create invoices on a site and tag them as TEMPLATE. These can be used to generate new pending charges on any other service location. Great tool for proposals

Enhance

4/15

14.0.647

Duplicating work orders now supports changing the type of work orde. Excellent for Placement and removal events. i.e., create delivery and then duplicate for pickup

Enhance

3/29

14.0.644

Email from email and signature line for a division code. In Admin\SystemSetting\Company\2 - Billing You can set a company email and signature line. Then on emailing work orders\invoices you have a new pull down that that you can select which signature line you want to use.

Enhance

3/29

14.0.644

Service route selection search expanded to include full descriptions from reference file32. Makes route selection and identification easier. Effect F5, Route Recommendation tool, ROute Search and route reporting

Fix

3/29

14.0.644

  • Speed improvement in site and customer master display of financial details
  • Credit Card
  • Batch Credit card processing corrected check number and clerk posting issue
  • Interface changed so cannot close form until completed
  • Receipt transaction not always posted
  • Display of Credit card account status corrected, previously could not read all details
  • Duplicate site comments when adding a new site
  • Site Map button now uses service web station to pull updated Latitude/longitude

Fix

3/6

14.0.633

Batch credit card processing.

Interrupted batch processing left work transactions behind that had to be manually deleted

Enhance

3/6

14.0.633

Web Service Stations

F5 now display check box when service completed on web service station

F9 support multi-pass processing of service verification transactions

Enhance

3/6

14.0.633

Street eagle

export batch now sensitive to check box remove all entries

Enhance

3/6

14.0.633

Report

Black and yellow oil work order single line dispatch report. Reports \ Dispatch \work order \29 Dispatch black and yellow oil.

Enhance

3/6

14.0.633

Email

  • Generate and immediately email an invoice
  • Logging of email with details on which document emailed, i.e., work order, invoice, etc.

Enhance

2/17

WEB Sales

Support full set of Customer Records Management tools have been added including

  • Add a customer
  • add a site
  • Add site notes
  • Add customer notes
  • Create proposal
  • Email office to publish and email proposal

Enhance

2/17

Web Service Station

  • Number of routes assigned to the driver expanded from 10 to 100
  • Number of stops initially display for a route expanded from 10 to 100
  • Map tab has a link to get current location and a link to get direction to stop from current location. Excellent tool for devices that have GPS, but no access to either google or apple apps

Enhance

2/1/

1.1.3

Web Sales

  • Print \ view invoice
  • View details of work order
  • Multiple customer stops details open at same time
  • Enter key fires search, rather logs off (Fix)
  • Units now have Daily, Weekly, monthly rates with unit note

Enhance

2/1/

1.1.3

Web Customer Portal - My Account

  • Enter key fires search, rather logs off (Fix)
  • Units now have Daily, Weekly, monthly rates with unit note

Enhance

2/1/

1.1.3

Web Service station

  • Display route list and work order list at the same time
  • Multiple service stops details open at same time
  • Multiple work order stops open at same time
  • Enter key fires search, rather logs off (Fix)
  • Tab names show service or work order number(Fix)
  • Speed improved
  • Work order edit layout improved, more room to enter notes
  • Return from a service stop changes route list (Fix)
  • Check box on service stop list supports updating stop completion without start\stop time. Residential trash.

Enhance

1/25

14.0.617

Temporary Security Code

  • Temporary security codes now requires a machine name. A separate code is need for each computer

Fix

1/25

14.0.617

Misc Fix

  • 28 day fixed with off set populate quantity with 1 instead of 28
  • Displaying a unit form displays a warning message when service date before 1900
  • Customer master grid display directions and work order drive notes displayed html control characters
  • Multi-line item work order did not break out tax2 details correctly
  • Warning message colors changed to more muted shades
  • Reports\sites\notes did not filter the note code for customers when included correctly

Fix

1/25

14.0.617

Mapping

Service route time calculation now correctly uses time to service units and fixed time per stop in calculating run time for a route

Fix

1/25

14.0.614

Utility Fixes

  • Combining divisions was designed for creating a new division, enhanced so it works with two existing divisions.
  • When setting up Credit Card processing. Checks for Authorize setup and stops all processing if not present

Enhance

12/28

14.0.605

Operations

  • Individual user setting will now move between computer with the user
  • Increased speed

Enhance

12/28

14.0.605

Email

  • Expanded validation routine (fields with embedded blanks)

ENhance

12/28

14.0.605

Credit Card Processing

  • Special characters are auto-removed from fields
  • Post Receivables Credit Card display status of processing and disables right click to avoid generation of payments without credit card approval

Enhance

12/28

14.0.605

Reports:

  • Reports\ Financial \Sales Report 34 invoice list now includes tax exempt number
  • Invoice printing now Includes tax exempt number
  • Reports \ Invoice \ bill type sub-totals on bottom corrected
  • Reports \ Dispatch \ Work Order \ work order analysis expanded to handle all six rate codes on a work order
  • Tax calculation on line items with both tax rates populated now calculated using sum of the rate

Enhance

12/13

14.0.602

Financial Reports Sales Search Expanded:

The report Reports\Financial\Sales has been expanded to include selection of invoices by:

  • Balance of invoice
  • Amount of invoice

Enhance

12/13

14.0.602

Create a work order from an Invoice\proposal

Create a work order from an invoice. the first six line items of an invoice\proposal into a work order. The work order will be created by converting clerk and dated the same as the invoice date.

Setup: None

Operations:

  1. Go to financial tab on a site and right click on and invoice row and select edit
  2. select tab - 5 Convert to Work Order
  3. Click button Invoice to Work Order
  4. You will be prompted to add each line items
  5. Displays work order number created

Enhance

12/13

14.0.602

Standing Orders Enhanced

If you put a rate code in a standing order with a single character i.e., “P” and it matches the first letter of the rate code, it assumes a match and will update the standing order as if the entire code has matched.

Setup:

  1. Standing order rate code must be a single letter.
  2. Admin\system setting\Invoice\Standing order Update selects how the standing order is treated when activated
  1. No change
  2. Advance to next service date
  3. Use charge date to advance to next service date
  1. Admin\system setting\ Work Order \ check box 14 – check standing order when converting order to invoice (required for multi-line item work order)
  2. When posting line charges, check box in lower right hand corner “Auto update standing Order” not to be prompted

Operations

First letter of the rate code matches this letter, and then standing order is advanced

Fix

12/13

14.0.602

Fixes

  • Email or print a note after add failed.
  • Easier to read Service route grid display has control characters removed
  • Editing multiple open pending charges did not automatically calculate the second open charge changed

Enhance

11/29

14.0.598

Standing orders

  • Bulk change for standing order now includes resetting of last service, next service and route fields
  • F3 - Generation of work orders form standing orders supported grid editing of standing order

Enhance

11/29

14.0.598

Reports

  • Unit inventory can now be selected by market type of the service location
  • Age reports will always bring in sites with future invoices
  • Sales activity report by unit now breaks down by rate code by type of unit
  • Report 44 in site reports no prompts for or current resident
  • Phone number has been added waste tracking by work orders

Fix

11/29

14.0.598

  • Special characters in cc processing caused the credit cards not to process
  • When editing multi-line item work order the note field was not updated for new rate code
  • Work order schedule dare was changed to year 1850. fixed to require a minimum date of 1950
  • Work order terms check box does not turn terms on/off

Enhance

11/4

14.0.588

Post card Printing #44: Now prompts for “or Current Resident”. You can accept, blank or change and it will add it to the address line on the card

Enhance

11/4

14.0.588

Invoice

Assign units to a site from an invoice. If you create an invoice with line item codes that match the unit type codes, you can electronically assign the unit to the site and set the monthly rate equal to the rate charges in the invoice

Enhance

11/4

14.0.588

Work Order

Equipment note can now use a jpg image in addition to bmp. This will allow the use of a photo that can be placed on work order

Run time options

1. Format

2. Equipment Note

3. Tank information

4. Line items

5. Line items without financial

7. Billing Note

8. Work Order Attachment

9. Terms and Conditions

10. Site Map

11. Equipment map or photo.

Fix

10/28

14.0.584

Street Eagle

Proximately range used to print a report in street eagle that shows the stops that a driver made, repaired, was adding an extra zero

Enhance

10/28

14.0.584

Reports

  • New customized service route sheet for 11
  • F11 site/customer notes selected multiple entries
  • New sales analysis report by type of unit year and month format (77 Year and month unit analysis

Enhance

10/28

14.0.584

Invoicing

  • You can now use an invoice/proposal to populate a sites rental units
  • Sur-charges did not work word credit invoices (Negative balance)

Enhance

10/28

14.0.584

Work Orders

  • Sales tax rate printed even when set to zero
  • Print//view work order run time option setting (email to follow)
  • Company name and logo
  • Equipment note
  • Tank Information
  • Line item with or without financials
  • Street map
  • Work order attachment

Enhance

10/11

14.1.574

Standing order bulk change

Expanded to include route number/code and next service date

Enhance

10/11

14.1.574

Street Eagle

You can now use any of the icons in any of the icon categories to identify your routes

Fix

10/11

14.1.574

Search

F11 and Site Search correctly for postal code

Enhance

10/11

14.1.574

Reports

  • Report.Financial.Sales. Sales tax reports 55 and 56 now break out credit as separate sub-totals
  • Age reports now have report menu numbers

Enhance

10/11

14.1.574

Invoice printing/Emailing - Print/Emailing time options

  • Terms and conditions as second page
  • Detach tab at bottom of invoice
  • Print credit card form on detach tab at bottom of invoice
  • Statement on bottom of main section

Enhance

10/11

14.1.574

General

  • Removed formatting characters from equipment grid display in site master
  • Multi-step rate code now works on all line items of 6 line item work order
  • Emailing report pull down from email is now populated by user email address
  • Date picker expanded so you can soo all options without expanding form
  • Authorization amount in premises based set to 1.00
  • Age snapshot corrected break down in 30, 60,90 , etc categories
  • Work order unit population from rental units assigned fixed to add correct counts

Fix

8/9/13

14.0.545

Customer Records Management

1. Tab order of site master for billing address the same as for the site address

2. Site notes selection corrected to selection now bring in only customers associated with selected sites

Enhance

8/9/13

14.0.545

Service Routes

Route option is auto selected if day of week, roue command button or checkbox selected

Enhance

8/9/13

14.0.545

Receivable reporting

Reports\Financial\tax receivables search has been expanded to include control and check number in selection

Fix

8/9/13

14.0.545

Street eagle

Color coding will now match the Street Eagle update. Each route can have a preset color

Enhance

8/9/13

14.0.545

Invoicing

1. You can set the format for the invoice either site or customer for each site

2. Emailing invoices is now sensitive to the type of invoice set at the site level

3. Invoices can have a code, Proposal, work order and blank

4. Multi emailing will use the site invoice format so that multi-site/customer invoice can be emailed in bulk

5. Invoice format now support customizable format by division

Enhance

7/12

14.0.526

Street Eagle

  1. Street eagle Option to change route when selecting a single vehicle for batch update
  2. Street eagle new option to update single vehicle for selected multiple days in batch mode

Fix

7/12

14.0.526

Fixes

  1. Converting work order to invoice blanks out landfill Volume field
  2. When posting line charges if If year in charge date not populated correctly throws user out of system
  3. Rearrange CC info on site master to be in PCI complience
  4. They use the bold feature in the notes section of service stops as well as moving information to the right to catch drivers attention. When you renumber the route it removes the bolding and spacing and combines the route note information
  5. When applying a negative payment, the system enters the whole payment amount under the tax field

Enhance

7/12

14.0.526

Report

  • New report Report.Financial.Receivable tax Reporting Report 25 invoice reconciliation. List all payments for selected post date. Used for reporting cash and credit card validation. Warning Warning Accuracy in reporting is compromised if invoice has multiple payments
  • Reports.Site.Report 11 - List site with codes can now be orders by Status, Market, etc

Fix

6/23

14.0.506

Utilities

Degree day calculation sets dates of sites with no activity to current date

Right Click to Invoice Units - Sometimes did not display

Editing Line charges with tax - Zeroed out fields requiring to be retyped

Credit Balance Transfer - tab order not correct

Credit Card Processing - sensitive to “special character type) , i.e., &, etc.

Enhance

6/23

14.0.506

Reports

Invoice - Add a terms code “Net_” to a site and it will suppress the phrase Rental & Service Completed though “Invoice date”

Reports.Dispatch.Work order tab.Report 32 - Displayed teh financial note rather than the driver notes

Fix

6/23

14.0.506

Searchs

F7 - With display results as you type and trim turned on if find a single site, launches multiple time

Payment - Total displayed on screen does not match report for same payments

Fix

6/23

14.0.506

Customer Master

Required Grid filter option to display line charges repaired

Fix

6/23

14.0.506

Mapping

1. You can now display the map for a site from F4 dispatch grid.

2. Work order mapping now supports when you click on a dot on the map, the grid highlights the site in the grid

Enhance

6/23

14.0.506

Dispatch F4

Display drivers note in plain text

Enhance

6/23

14.0.506

Street Eagle

high speed batch Garmin update. Updates off vehicles in one step operation. Operator option to send one day of week or all days for the vehicle

Enhance

6/3

14.0.179

Mapping

1. When calculating work orders using maps. It is optimizing, not just calculating. Need to just calculate.

2. Shift F4 - when optimizing a route, stop #3 gets moved to last stop

3. When sweeping un routed units into a service route. The system adds one stop for each unit on the site. Rather than one stop with unit count 2

Enhance

6/3

14.0.179

Street Ealge

1. Route stops are now color coded by the friendly route name icon path set to number of icon in street eagle version 8.0

2. Convert street eagle registry look up to jref0r2. Needed because the registry is not be passed cleanly between terminal servers

Enhance

6/3

14.0.179

Web Station

1. web station when listing work order default list of is schedule date and then stop number

2. Logon time out set to 2 hours

3. Web station now sets time fields to local time from tablet

Enhance

6/3

14.0.179

Search

1. F7 search when check option to trim and enter name that find a single site, the system keeps launching sites

Enhance

6/3

14.0.179

Invoice and Statements

1. printing invoice and displaying watermark about past due . Please check if total due is less than zero then do not display past due watermarks. Default to current

Enhance

6/3

14.0.179

Reports

1. Reports\sites\list now includes the reminder service interval next to the reminder date

2. Waste report now is sensitive to all search fields on report search

3.Reports /Financial/ report 44 forecast vs plan. Option to print by customer does not populate customer name in report.

4. customer balance age report as compared to the customer balance calculated age report does not have matching column totals in current, 30,60 and 90 day

Enhance

6/3

14.0.179

Work Orders

1. New option to suppress price, and price extension when listing charges on work order. Shows only rate code, description and quantity

2. Multi-line work order now is sensitive to sit billing note rate override option

3. FIX Converting multi-line work order to multi-line invoice if the tax rate is zero for the rate code, it still populates the taxable amount. Should be zero if the rate code is not taxable

Enhance

6/3

14.0.479

Email

1. You can now bulk email statements. Reports / Marketing / Select sit with balance. Then check box to send statements on second tab. All sites with a plus balance will get an emailed statement

2. You can now add pre-set messages for the subject line. Click on tool to right of subject line

3. Email multiple invoices from site and customer button. No longer includes proposals

Fix

5/13

14.0.466

Operations

Cannot bypass adding a new zip code when adding a new customer. Now allows answer no to adding and then continue adding the customer.

Fix

5/13

14.0.466

Work order

Taxable amount was populated even if tax rate was zero. No does not

Fix

5/6

14.0.466

Invoicing

Post, Pay and print sometime hung up and did not allowing posting of pay payment

Enhance

5/6

14.0.466

Work Order

Tool to populate units type and count form site inventory . Great for pickups

Fix

4/25

14.0.458

Inventory Reports

Rental unit report search not effected by bill through or start date selection

Enhance

4/25

14.0.458

Work Order

1. Work order schedule date is now limited by the invoice date period

2. Template tool on a work order will populate a work order from another work order on the site with the type “TEMPLATE”.

3. Duplicate worker now works if no date selected. Just duplicates current work order. If dae or dates selected mutiple duplicates generated with correct dates

Fix

4/25

14.0.458

Multi-line work order

When invoicing with option invoice and print selected, the correct balance was not printed on the invoice and site bill through dae not update correctly

Enhance

4/22

14.0.458

Street Eagle

Now displays records to send and actually sent, Selectable speed option and improved transaction listing

Enhance

4/20

14.0.458

Production Tracking - Work Orders

Production tracking for work orders now includes the invoice and work order number in the report Report \ dispatch\Production tracking - work orders

Enhance

4/20

14.0.458

Emailing multiple Attachments

You can send multiple attachments for any email by clicking tool to right of attachment bar and managing attachments

Fix

4/19

14.0.458

Emailing Site Notes

When creating and immediately emailing a site note, the correct address was not populated

Enhance

4/16

14.0.449

Multi-line Work Order
P.O. number transfers to invoice generation.

Billing note displays in plain text

Enhance

4/15

14.0.449

Street Eagle
Version 8.0 now fully supported for locations and Garmin update

Fix

4/15

14.0.449

Work Order

Service route tool bar now shows active route for site

Fix

4/11

14.0.449

Waste Reporting

Search now for waste tracking reporting is sensitive to all field i.e.,

customer, township,county,rate code and site number

Fix

4/11

14.0.449

Data Entry Control

Work order schedule date will back color red if the date entered is in the past if the date entered is lower than the acceptable date range set in System Setting Invoice

When positing receivables if a check is fully allocated, it will not repopulate the check number on the next entry

Enhance

4/10

14.1.449

Email

You can now have up to 5 standard comments that you can copy and append or replace the subject line of the email. Great for sending out collection notices and reminders

Enhance

4/10

14.0.449

Mapping

Site and number of units is now added to the directions listing for map point

Enhance

4/10

14.0.449

Service routes

Service route 15 now includes teh type of unit next to the serial number

Enhance

4/5

14.1.449

Email for now supports

1. Attachment of a document (only one attachment at a time)

2. Include pre-formated text for body of email from reference file 21

3. Addition of up to 5 - pre-populated subject text messages that can be cut and appended or replace existing subject message

Enhance

4/4

14.0.449

Financial reports

Reports\financial\report 74 invoice list now support summary at end of report by rate code and region code

Enhance

4/5

14.0.449

Reference file 15 note field expanded so it is easier to have extended text for insertion into line charges of invoices

Enhance

4/4

14.0.449

Waste Reports

Reports\inventory\tab 4 waste \ number 10 report enhanced

order of report and add summary by disposal location and grand summary at end

Fix

4/4

14.0.449

Tab order for credit card process form corrected. Security code out of order

Enhance

4/4

14.0.449

Email or Print Control

Select site statements for site with invoice setting for Print or email

Fix

3/25

14.0.437

Print audit report right click has been repaired

Enhance

3/25

14.0.437

Site search now supports selection by terms field on site master. Excellent tool to rapidly find all customers using credit cards

Enhance

3/25

14.0.437

F7 and site master search requires at least one field be populated. This avoids waiting for all sites and customer to be retrieved when accidentally clicking search before filling out the search form

Enhance

3/25

14.0.437

Multiple site master windows (maximum 3) can now be opened from site master tool-bar, customer master, F4, F5

Enhance

3/25

14.0.437

New billing method 28 day with grace day off set. Bills all units on 28 Day only if on site 28 days plus grace period. Warning this billing method may result in multiple invoice per service location.

Enhance

3/25

14.0.437

Charge posting note area expanded for easier entry of extended charge description

Enhance

3/21

14.0.437

Route recommendation tool now includes filters for map, postal code, city and county. This supports tighter clustering when adding new stops to existing routes

Fix

3/21

14.0.437

When adjusting an invoice the full taxable amount for multiple line items was not populated correctly

Enhance

3/21

14.0.437

Allow entry of multiple email address in each of the four email locations

Enhance

3/21

14.0.437

Multiple site upon simultaneously now available in site button, customer master open sites and F4 and F5

Enhance

3/21

14.0.437

Default rate code and invoice note now is available in listing of sites in customer master

Enhance

3/4

14.0.426

Edit a charge now logs if you say yes to remove a unit when editing a charge

Enhance

3/4

14.0.426

If check remove rate the description on the unit is also removed

Enhance

3/4

14.1.426

Site Master Remembers last mapping package used

Fix

2/9

14.1.426

Modify the line charge of a multi-site invoice. The charge moved to service location rather than part of multisite invoice

Enhance

2/9

14.1.426

Age report can is now has option to print only sites over credit limit at site level

Fix

2/9

14.1.426

If division tax set to zero then any term with tax is removed from the invoices for that division

Enhance

1/24

14.0.409

Add site name to subject of email so receiving company can tell how to route email with invoice

Fix

1/21

14.0.409

Print report 30 in reports\rental units was not sensitive to division code for selected units.

Enhance

1/7/13

14.1.405

Bing maps populated turn by turn directions from office

Enhance

1/7/13

14.1.405

Sales tax report now displays tax rate out to 3 decimal positions

Enhance

1/7/13

14.1.405

Mapping service route changes now support changes in grid and click on map selected item in grid to change

Manage routes from Grid

  1. Turn on tool “Zoom to Stop on Map”
  2. In grid select the row and change the route number to route you want to move stop to
  3. Grid will automatically re-arrange
  4. When done making changes, click save to record changes.
  5. Refresh the map to get new display

 

Manage route from Map

  1. Click on map dot for location
  2. Row in grid will be highlighted
  3. Make changes in grid
  4. When done making changes, click save to record changes
  5. Refresh the map to get new display

Enhance

1/7/13

14.1.405

Fuel rate analysis utilities now selection by tank size for rate changes

Fix

1/7/13

14.1.405

Move invoice to a new site with payments. Repaired. Did not move some charges

Enhance

1/7/13

14.1.405

Displayal tracking report that print groupe dby data waste transaction

Fix

10/24

14.1.376

F4 - Requested Time

Requested time is not a T and not left justified received an error message when trying to update requested time

Enhance

10/24

14.1.376

Service route Report

Now support equivalent units. Used stack height/equiv field in reference file 7 to calculate equivalent units when rented 2,3 units per trailer

Enhance

8/21

14.0.366

Work Order Format

Type of work order banner has been change dot print the type of work order on the left in bold large font and the route, truck ,etc on the right on standard font,

Enhance

8/21

14.1.366

Bing Maps

Now support population of LAtitude and Longitude and the ability to move the location ICON to the correct location on the map

Enhance

8/21

14.1.366

www.ClearTAC.com

This is the new computer link to access TAC OnLine where you are running on a group of computers to maximize response time and 7/24 availability. These new computers will also support enhanced printing options that improves printing speeds and support MAC CORD Remote Desktop.

Enhance

8/21

14.0.366

Login

Logo area has been expanded to handle large new logo format

Enhance

8/21

14.0.366

F7 Search

When entering the invoice, work order or site number the search button is disabled until search is completed. This stops multiple search on slower systems

Enhance

8/16

14.1.363

Database Selection - TAC OnLine

You can now select up to 10 separate databases to manage with TAC OnLine

Enhance

8/16

14.1.363

Bing Maps F5 - Service stop TAC OnLine Only

F5 now displays service stops on Bing maps.

Enhance

8/16

14.1.363

Bing Maps - F4 work orders TAC OnLine Only

F4 now supports a toolbar to print work orders in route grouping and stop number order.

Enhance

8/16

14.1.363

Large Logo Top Of Page

The large logo will now cover the entire top 2 inches of the page for

  • Invoices
  • Work orders
  • Statements
  • Terms and conditions
  • Notes

Many companies have specialized headers and in order to go paperless and match company letter heads that contain specific id’s, etc. this change was required.

Switch none large logo if this is a problem.

Enhance

8/10

14.1.357

Bing Maps - First Availability

Phase one of Bing Maps is now operational for TAc OnLine customers running version 14.1.354. If a site has a lat/long and Bing mapped is selected, the location will be displayed on a Bing map window.

Fix

8/10

14.0.357

Edit Invoice

When deleting an line charge for an invoice the site associated with the invoice did not automatically age

Enhance

8/9

14.0.357

Warning Message

Warning messages are now displayed on the main menu and the last message stays in place

Fix

8/9

14.0.357

Export Invoice from Printing form site tab

You can now export and invoice when printing from the site tab. .Previously only worked form report menu

Fix

8/9

14.0.357

Volume based Fuel Report Rate File

Ability to print out volume based reference file 20

Enhance

8/9

14.0.357

Work Order

Work order now includes driver, route truck and trailer in the center line to meet DOT requirements

Fix

8/7

14.0.357

Invoice Management Center

When adjusting an invoice , both tax rate1 and tax rate 2 are adjusted for tax removal

Enhance

8/7

14.0.357

Site Search

This site search now handles disposal site as an alternative and has an enhanced format

Enhance

8/1

14.0.353

TAC OnLine
You can now view and print word and excel documents stored in the document management system

Enhance

8/1

14.0.353

Credit Card

Description on all transactions now refers to the service address that the charge was placed on

Fix

7/29

14.0.349

Multiple Windows for site, F4 and F5

You can now have open multiple site, Dispatch Board for work order(F4) and Dispatch Board for service stops (F5 ) at the same time. his was removed previously to aid in people with limited memory in their computers.

Enhance

7/27

14.0.349

Standing Order
When entering a new standing order the invoice note will be populated from the rate code description. Gives the driver additional information in type of work to be handled using paperless work order operations

Enhance

7/27

14.0.349

Recovery Rate

You can now associate a recovery rate with a rate code. Used by recycling and oil recovery to adjust quantity of material paid for by a percent, adjustable at entry time. Adjusted values are documented in charge note field

Fix

7/27

14.0.349

Credit Card

You can now have a security pin 000 in the authorization form

Enhance

7/27

14.0.349

Email Statements

You can now bulk email statement from the batch emailing routine. Just check box attach statement and use site email control and it is done

Fix

7/25

14.0.349

Standing order search on edit form

Did not fully display new map selection

Fix

7/23

14.0.349

Credit Card

When cancelling a payment with cc on first site of customer. Credit is not issued

Fix

7/23

14.0.349

Invoice Edit Center

Correctly adjust invoices for tax only and invoices with partial payment

Fix

7/23

14.0.349

Service route sheet 12 - prints extra page

When printing a service route may print an extra page if last stop to close to end of paper

Enhance

7/23

14.0.349

Surcharge Bulk Adding removal

Now support a retraction point to stop accidental bulk removal of surcharges

Enhance

7/23

14.0.349

F4 - Work Order Dispatch Board

Now support editing of the po number field within the grid

Enhance

7/13

14.0.442

Work Order Waste Audit Report

Work order format audit report enhanced for better verification of lading reporting form disposal locations

Enhance

7/12

14.0.442

Customer Notes List

Customer notes list now includes the customer phone and fax number in the listing. Great tool to do cold calling management

Enhance

7/12

14.0.442

Help

Help as been moved to the clear compputing web site with the customer center at www.clearcomputing.com

Enhance

7/11

14.0.442

Credit card processing 14.1.xxx and 14.0.xxx

New credit card processing form speeded up and checks for valid populate of id’s before exiting form

Fix

7/11

14.0.442

Work Order Emailing

When emailing all work order for a route, received an error message and work order not mailed. Caused when mapping zones added recently. Corrected

Fix

7/11

14.0.442

Work Order Format

Check box to suppression of system wide message on work order did not work. Corrected

Fix

7/11

14.0.442

Mapping Work Orders

The time allowed per stop was inflated by 30 minutes. It now used the reference file 15 setting for the first rate code on the work order. Quantity time interval Plus interval per stop

Fix

7/11

14.0.442

Work Order Conversion to Line Charge

When converting work order to line charges on slow computer system. May get error message .eof or .bof open charges. Form will now hold until charges are populated correctly

Enhance

7/1

14.0.339

Waste disposal tracking

The audit waste report now include lading number, work order and license number so it can be used to audit billing by the disposal location

Enhance

7/1

14.0.339

Grid Order of display

All financial grids now display latest transactions at the top, Invoices, charges and payment.

Enhance

6/25

14.0.339

Rate Analysis Report

The billing type is now added to the rate analysis report so you can see by type of billing is done on each unit i.e., whole month, 28 day, etc

Enhance

6/25

14.0.339

Credit Card Processing - Clear Computing OnLine

New credit card processing routine runs 10-100 times faster than previous form

Enhance

6/25

14.0.339

Email - Clear Computing OnLine

New mail form runs 10-100 times faster than previous email form. Support assignment of attachments

Enhance

6/22

14.0.339

Grid Filtering - Check box to turn off quickly

Site and customer master now has check box in upper right hand corner. Check and all grid filtering removed. Makes it easy to see extended history for a specific customer or service location.

Enhance

6/19

14.0.232

Recurring billing - Bill type auto select units

When changing the bill type, the system will automatically select units for that bill type. Previously required manually click search button in step 2 selection of units

Enhance

6/19

14.0.232

Reports Site list with codes

Reports\sites\ report 10 site list with codes has been enhanced as follows

  • Terms as been added as a column
  • Map added

Enhance

6/16

14.0.232

Standing Orders

Selection of standing orders by map code. Allows work order generation from standing orders for a specific map zone or region of service

Enhance

6/16

14.0.232

Mapping

Site map tab now support three mapping option, Map Point, Google and Bing. Remembers last option selected by user

Enhance

6/16

14.0.232

Credit Card

Added a retraction point on cc removal to stop accidental click to delete authorization

Enhance

6/7

14.0.232

F7 - Search
Auto click search after entering work order, invoice or site number

Enhance

6/4

14.0.322

Shift+F4 - Work Order Mapping

Management of work order by zone. Search expand to include map from map tab on site master

Enhance

5/31

14.0.322

F4- Work Order Dispatch Board

Management of work order by zone. Search expand to include map from map tab on site master

Enhance

5/30

14.0.322

Waste Tracking

Reports\inventory \waste\

#10 Waste Audit List

Waste Audit List now grouped by Type of waste with a volumesummary total per Type.

Fix

5/30

14.0.322

Filtered Grids

Active site in customer master site tab will always include the first site. Cusomer collection notes and credit card for a customers

Fix

5/30

14.0.322

Reports - Production Tracking

Reports\Dispatch\production tracking\

#11 Audit List (option 2 )

increased field size gallons pumped

#13 Analysis -units stop ratio's

increased field sizes for total miles and miles/unit

Fix

5/29

14.0.322

Maps - Canada

If the address could not be located in the first mapping, defaults to USA maps only. Form now uses correct maps for Canada

Fix

5/28

14.0.322

Standing Orders

If you removed check to advance service date, created infinite number of work orders.

Now works correctly with or without the chec. Used by companies to create work roder list and when processing work order advance the date on standing order. This way they know what stops they missed

Fix

5/28

14.0.322

Search Payments

Total in Search payments did not always show correct total

Enhance

5/25

14.0.322

Security
Deleting payment now only requires deletion turned on for receivables rather then site and customer

Fix

5/24

14.0.322

Standing Orders

If next and last service dates match. Standing order generation create infinit number of work orders. Now displays error message and skips over.

Enhance

5/23

14.0.322

TAC OnLine

If you check remember your login, you know have an option to auto login without typing your login and password each time. You can manage the connection in Admin\User setting.

Enhance

5/22

14.0.322

Dispatch Productivity Tracking

Waste quantity in reports expanded to 999999 size to meet entry of waste collected monitoring in Ohio and Pennsylvania

Fix

5/22

14.0.322

Grid Management

Grid’s management control form resized to show on monitors 1024 x768. Could not access lower part of form

Enhance

5/17

14.0.316

Grids Management

Customer master sites tab now shows active sites controlled as follows

1. Units assigned

2. Non zero total due

3. BIll through date within the selected date range

4. EnterEd date in the selected date range

The Help\ Search\Sites, site master search and report search still show all sites

Enhance

5/16

14.0.316

Service Route report 12 - Week Count

Service route report 12 now has the week count ion 4 week increments both date based, i.e., first of year and week based, first Monday of the year

Enhance

5/15

14.0.316

Work Order

Driver financial note prints at top of work order separately

Enhance

5/15

14.0.316

Grids Management - Invoice, Charges, Payment

Grids in site and customer master can now be filtered by date to display only from a selected date range. Date is set in the grid management form. Right click on grid and select grid management. Choose a date range and set the date. Next time the items are displayed, they are filtered by the date set.

Enhance

5/11

14.0.316

Financial Reports - Invoice date setting

Lower invoice date set to start of previous year, avoids pulling all sales for all years

Enhance

5/10

14.0.316

Grids Management - work order filter by schedule date

Work order grids in site and customer master can now be filtered by scheduled date to display only work orders from a selected date range. Date is set in the grid management form. Right click on grid and select grid management. Choose a date range and set the date. Next time the work orders are displayed, they are filtered by the date set.

Fix

5/8

14.0.316

Service Stop
Verification message when assigning a route stop on service interval

Enhance

5/9

14.0.308

Rental Unit Price analysis

Rental unit price analysis now includes summary of all rate daily, weekly and monthly and a summary by type unit with forecast on monthly revenue

Enhance

5/9

14.0.308

Rental unit report

Rental unit report by customer now includes proces by unit summarized day, week and month

Enhance

5/9

14.0.308

F7 Search

When entering invoice, serial, work order, site site master will launch immediately and F7 will minimize

Enhance

4/25

14.0.308

Form - Reports autoclose

When you open a report search all other reports searchs will be closed. If selected report form is open, it will be poped up

Enhance

4/19

14.0.306

Form - Auto close

All search forms will be reused if left open, all other forms will auto close all other like forms except for the requested form that will be re-used.

Fix

4/19

14.0.306

Invoice
Watermark enhanced to show up on gray scale printers

Enhance

4/19

14.0.306

Work Orders

Work order now have sales source and credit in the information bar and the work order number moved to the banner location

Fix

4/15

14.0.306

Reports

Report \dispatch\report 15 shows control characters in comments. Repaired

Enhance

4/7

14.0.306

Site Duplicate

Option to Duplicate invoice handling, Sales Source and Sales Credit

Enhance

4/6

14.0.306

Notes site and customer

System will not automatically close note forms not in use

Enhance

4/5

14.0.306

Rate Analysis report

Shows rate in daily, weekly and monthly for all 10 rate codes, not just rent and service

Enhance

4/6

14.0.306

Search Forms

Will use same form when launching search multiple times

Fix

3/22

14.0.306

Customer Notes Popup

If a customer has multiple notes and the popup note is not just POP. the notes will not be displayed. Now they display

Removal

3/22

14.0.306

Credit Card Processing

Support for active charge processing is removed because it is not PCI compliant, any remaining users must switch to the PCI compliant alternative. Contact support 732.747.0113 for details

Removal

3/22

14.0.306

Backup
Standardizing on Mozypro as an add on service or self installed. Local backups have failed to many time to be supported and Mozypro offers a monitored off site service at a lower cost than local media

Removal

3/22

14.0.306

Receivables Bar Code Scanning
Support is being removed. This technology does not support windows updates and TAC 0nline

Removal

3/22

14.0.306

CallerID
Support is being removed. This technology does not support windows updates and TAC 0nline

Fix

3/20

14.0.306

Work Order

when printing financial data if a site has a tax rate and teh rate code has a tax not checked, tax was still calculated

Fix

3/20

14.0.306

Work Order

Global work order not print on rich text format work order number 12

Fix

3/20

14.0.306

Work Order
When duplicating a single work order the date entered is not maintained in the new work order

Enhance

3/15

14.0.303

Web App - Statements on line
You can now have a button on your site for your customer to print statements

Fix

3/15

14.0.303

Statements

Heading on statements aligned

Enhance

3/15

14.0.303

Credit Card

Billing address populated form customer if previous billing address on credit card blanl

Enhance

3/7

14.0.303

WEB

Send statements to web app on your web site for customers to view

Fix

3/7

14.0.303

Billing

When converting multi-line work order to open charges, charge description are duplicated

Fix

2/14

14.0.303

Billing
When removing a unit, and issues a credti a warning message that cannot display has been removed

Enhance

2/10

14.0.303

Operations

Overnight Optimization of database is now available on all versions of database including express. Requires tech access to update server.

Enhance

2/9

14.0.303

Operations
F7 now support an option to keep last seach up after selection. Can be turned on and off byh individual

Enhance

2/7

14.0.303

Operations
Driver ratio report now calculates totals rather then average values

Enhance

2/7

14.0.303

Mapping
Site mapping tool now display map book horizontal and vertical text boxes

Fix

01/30

14.0.303

Operations

Site notes reports prints the site name on an extra line. Line removed

Enhance

01/19

14.0.287

Operations

Popup notes will now have the site number and customer number

Enhance

01/15

14.0.287

Operations

Sales tax breakdown by county now support 3 decimal positions.

Fix

01/12

14.0.287

Emailing Work Order

When emailing work order form work order form and a different format is selected, i.e., proposal, the new format will be emailed. Not the user default

Enhance

01/08

Pending

Pay On Line by Check
Clear computing web site now supports E-check pay on-line

Enhance

01/08

14.0.287

Fuel

Fuel status report will now print site statues as a column

Enhance

01/08

14.0.287

Statments

When a site has penalty assigned the late charge note will print on the statement

Enhance

01/03

14.0.287

Operations

When clicking apply security code. The form will automatically close. Speed operations

Enhance

12/26

14.0.287

Marketing

When adding a rate code code with “NT” anywhere in the code, a note was added to the note. Changed to require leading “NT” in rate code. Avoid es un-neccarry noes for codes like “RENTM”

Fix

12/23

14.0.287

Mapping
Place a location tool in Canada did not correctly place the location. Now it does

Enhance

12/23

14.0.287

Fuel

Fuel ticket conversion form enhanced to support large font and disable a note field that may be causing incorrect posting

New

12/23

14.0.287

Standing Orders

New utility to bulk reset scheduled/last service date and next service date. Can select grouping of standing orders via route codes, etc.

New

12/23

14.0.287

Mapping in the Cloud

You can now use Google maps to create a write on map for the service location. Steps to active are:

  • Install green shot
  • Click map site on Google
  • Print print screen button
  • Edit/write on map and copy to clip board
  • Click edit site map on site master
  • Paste clip board and save
  • Done

Fix

12/23

14.0.287

Standing Order Management

When adding a standing order you no longer have to click save before using the advance next service date button.

New

/12/12

14.0.285

Roll Off Unit Management

The screen prompt has been enhanced to say “Serial number to replace existing unit on site.” Support the management of ropll off units on site with correct serial number

New

12/11

14.0.285

Roll off Billing

When posting a line charge you no longer need the exact serial number to advance the bill through date.

If one unit on file, the date will be advanced, if more then one unit, you will be prompted for each unit assigned.

New

12/11

14.0.285

Operations

Work order Printing enhanced to sub 3 second repose time in windows 7

New

12/9

14.0.285

Paperless

The first site and customer email has been added to the sales report 73. This report show 180 aging on open invoices.

Fix

12/9

14.0.285

Operations

Formatting of line charge note for multiple lines was not correct

New

12/9

14.0.285

Operations

Invoice printing enhanced to sub 3 second response on windows 7

Fix

12/9

14.0.285

Credit Card

Running two companies with separate division codes using separate checking accounts. The authorize account for the first allowed division is used instead of the sites division

New

12/9

14.0.285

Marketing

Report\financial\sales \20 sale by customer number high to low can now be printed with full customer name and address. Great for mail merge and Holiday greeting.

Fix

12/9

14.0.285

Operations

When posting cc the audit note does not always reset to blank

Fix

11/29

14.0.283

Whole month and whole month anniversary billing did not populate rental amount correctly

Fix

11/29

14.0.283

Bulk change of invoice date did not accept invoice numbers greater then 999999.

Fix

10/22

14.0.282

Standing order can now be advanced on multi line item work order for each line item

New

10/22

14.0.282

Profit center can now be mad a mandatory field in multi-line work order

New

10/17

14.0.282

Proposal based work order now will auto selected based upon the number of line items used. If one line item then the driver note is printed. If multiple line items then the multi-line item proposal is printed

Fix

10/15

14.0.282

When paying an invoice from the financial tab of site master after enter check of cc type the amount is now fully populated

Fix

10/15

14.0.282

Clerk and sales source on line item charge had wrong reference file 56 instead of 30

New

10/15

14.0.282

Company email now appears on statements and ledgers

New

10/14

14.0.282

When using multi line work order conversion. Charge and invoice date will now follow work order

New

10/14

14.0.282

Company email address on site and customer statements

New

10/13

14.0.282

Combine division utility now brings in reference file 01,06,07,09,10,15 and 30. 098 and 10 county and postal codes have been added

New

10/12

14.0.277

Credit card processing will include customer number in the po number to maintain lowest charge rates

Fix

10/12

14.0277

Site 2-up post card did not use correct message

New

10/6

14.0.277

Use batch code when using batch payment of invoices with credit cards

New

10/6

14.0.277

Export service verification grid to Excel so you have a working document to fix reporting issues

New

10/6

14.0.277

You can now assign a profit center to the accrual adjustment form for an individual invoice

New

10/5

14.0.277

Invoice message printing of site, customer, division will take less space (reduced font size) and site invoice note repositioned to print next to summary of invoice financials

Fix

10/04

14.0.277

If an invoice has a partial payment the accrual adjustment tab did not take into account the partial payment when calculating the adjustment amount

Fix

9/29

14.0.277

When processing multi-line item work orders, when the charge date is used to advance the standing order (option 2), the invoice date is used in stead

New

9/28

14.0.277

When removing a unit the default setting can now be set by user

Fix

9/25

14.0.277

Save button is not enabled unless a directions are entered

Fix

9/23

14.0.275

Extra checking of credit card messages suppressed when posting a payment

New

9/23

14.0.275

Utility to combine divisions into a single database now includes service routes with an optional off set for route number

New

9/22

14.0.275

Applying surcharges now has a range of surcharge codes. This allows you to apply specific codes and then include these charges in the next surcharge pass

Fix

9/14

14.0.272

Work order type of waste pull down not using reference file 54

Fix

9/14

14.0.272

When printing work order from report menu fopr a division other then the first division, the wrong logo is printed

Fix

9/14

14.0.272

When duplicating a work order, make sure all times are set to zero

New

9/14

14.0.272

5 position decimal points in line charges and wortk oprders

Fix

9/6

14.0.258

If replacing site postal code with blank postal code do not blank out existing tax rate

New

9/6

14.0.258

Add pre-tax,tax on detach tac of invoice

New

9/6

14.0.258

Add service verification number to report 22 in report\inventory

Fix

9/6

14.0.258

Bulk rate change on rental unit form removed. Replace by bulk change utility

Fix

9/6

14.0.258

When posting cc adjustment post date was not changed to current date. Closed transactions posted to wrong time period. Fixed

New

9/6

14.0.258

Service Route Notification is now available when adding a service stop. Puts a not onthe route sheet so the driver knows a new stop added

New

9/6

14.0.258

Printer control now is a form with buttons Print, View or Cancel. Was a numbered list

Fix

8/17

14.0.252

When adding a service stop to a route with units already assigned the unit count was not automatically populating

Fix

8/17

14.0.252

When using short cut to access multiple databases running in sql 2008, the connection type defaults to the version of the db runnning on local machine, rather then the shared server

New

8/17

14.0.252

Service stop Load analysis (Red Check) now includes option to print results.

New

8/17

14.0.252

Work order load analysis (blue circle with I) now includes weight and volumn in addition to quantity and unti counts and has option to print load analysis

New

8/17

14.0.252

Single line work order form has driver notes expanded

New

8/17

14.0.252

Service counts (Red Check) on F5 are now formated and a New work Order counts has been added to F5 grouped by route. Great tool for work order loading (Blue Circle with letter i)

Fix

8/9

14.0.244

Calculated age report with invoice details or cusotmer summary did not run correctly

Fix

8/9

14.0.244

Moving an invoice can cause a invalid use of null if tab in wrong order

Fix

8/9

14.0.244

Report.Financial Sales. If enter a sales credit still get all sales not just credit selected, This is an left join issue and was a reported problem before.

New

8/9

14.0.244

Option to duplicate tax exempt and / or rates when duplicating a site

New

8/9

14.0.244

Work order Proposal Create a work order and print as a format=15. Thern you can convert to an invoice. Support single line and multi-line work orders

Fix

8/9

14.0.244

Service Route notification report does not print enhanced notes correctly

Fix

8/9

14.0.242

Save button on map not enabled

New

8/9

14.0.244

Import site and customer notes from Excel as part of F11 notes management form.

Fix

8/9

14.0.244

Printing of invoice speeded up.

New

8/9

14.0.244

Option to Cancel the printing of a work order or and invoice

Fix

8/9

14.0.244

Reports.Financial.Receivables.Report 33 requires full access to run. Corrected

New

8/9

14.0.244

Import latitude / longitude from GPS-Relay to update site lat/long

New

8/9

14.0.244

Quick books import now includes notes

New

8/9

14.0.242

Edit invoice now support selection of posting code for credit balance transfer

New

8/9

Fitting the Pieces together comes from the cloud

New

8/9

14.0.244

F1 help uses Cloud web based help at http://www.clearcomputing.com/help-pdfs/helpsearch.asp

New

7/21

14.0.242

Populating budget amount suppresses printing of mini-30,60,90 on statement

Fix

7/21

14.0.242

Fix notes printing using extended search

FIX

7/21

14.0.242

Fix posting hang up on some windows7 machine when converting charges to invoices from the charge form

Fix

7/21

14.0.242

Speed up printing of work order and invoice

New

7/7

14.0.242

Import of reference file 15 now support new and rate update

New

6/15/2011

14.0.237

Sales commission report now uses a percent rate multiplier specific to each rate code

New

6/15/2011

14.0.237

Expand route number to handle 6 digits numbers

New

6/13/2011

2.0.229

Short cut are now sensitive to version of database

New

6/13/2011

2.0.229

html coding is suppresses in grid display for notes, work orders and service routes

Fix

6/13/2011

2.0.229

Pull down on line item posting to not populate correct codes

Fix

6/7/2011

2.0.222

Rate code in reference file 15 on line item form does not bring up correct code list

New

6/7/2011

2.0.222

When duplicating a site, new option to duplicate billing note

New

6/7/2011

2.0.222

Email setting are now remembers by user for action button, pdf, update work order and include google, link.

Fix

6/07/2011

2.0.222

Unit count does not update when using site or customer pricing.

New

5/31/2011

14.0.221

Service verification now support creating serial numbers and assigning unit to site directly form importing service verification transactions

New

5/31/2011

14.0.221

Standing order updated for work order template when all rate codes in template are in actual invoice

Repair

5/31/2011

14.0.220

Select Action Buttons with Google Maps on work orders did not show action buttons

Repair

5/27/2011

14.0.219

Credit invoices for credit card charges already processed now support invoice number longer then 6 numbers

New

5/27/2011

14.0.219

Google Maps now available in site map tab

Repair

5/27/2011

14.0.219

short cuts now use correct connection driver for sql 2005 and swl 2008

New

4/30/2011

14.0.201

Installed sdk quick books 10

Repair

5/18/2011

14.0.217

Invoice>invoice fuel> when entering meters cannot enter to add secondary line in note field

Repair

5/18/2011

14.0.217

Invoice>invoice fuel> when entering meters tab order incorrect in meter entry box

Repair

5/18/2011

14.0.217

If using the billing note at the site level example GREASE=200,and same rate code populates rate code field on sitemaster system uses reference file 15 even if override rate is populated.

Previously reported by Sherri from Rainbow Rentals

Repair

5/18/2011

14.0.217

Please add default for part id and type and vendor. Use last entry used. Save in a registry setting and populate when form starts. Update when form exits. Use saved code last used to save to register.

New

5/18/2011

14.0.217

Option to turn off site duplication pop up box

Repair

5/18/2011

14.0.217

Update button in PCI Mngt Removed

New

5/18

14.0.217

When processing card approval to add a new account, there is now a screen option to enter amount of pending transaction. Default to standard setting. Allow changes where valid numbers are 0, .01, 1.0.

County propane when entering rate code when adding a new site he types first letter and the drop down does not move. If it does not move and you type in code when you go to save it fails or gives error messages and will not save account. IT creates customer and no site or site is not attached. Ryan: Cannot replicate, need more details 5/12 | Ryan: Waiting on copy of County’s data 5/17 | Sharon: Showed to ryan