Found a bug?
Click here to
let us know.
Release notes for earlier versions
Read release notes
for C&P X 10.0 here, and C&P X 10.1 here. |
Brand-new features,
bug fixes, enhancements, and more. These release notes describe bug fixes, enhancements, and other changes made to previous versions of Clients & Profits X.
Free updates Regular software
updates to Clients & Profits X are
free to registered users with current support subscriptions:
Download
the latest version of C&P X
Clients & Profits X 10.2.5 - released 02/01/10
Revisions List:
-- Users who are marked with restricted access in staff can no longer look up staff with the find feature.
-- Now when adding a new credit card in preferences the new credit card added does not duplicate fields from the last credit card selected.
-- Optimized the performance for printing, posting and unposting of Media Invoices.
-- Optimized the performance for editing line items on Media Invoices.
-- The Internal Charges import feature no longer imports data from the import file in an endless loop. It now imports the data correctly one time.
-- When adding an overhead Purchase Order an error appeared after tabbing out of the Job Ticket field. This error message no longer appears and user is able to continue adding the overhead Purchase Order.
-- The Query, Modify, Rebuild menu in custom reports in OS X no longer disappears after clicking Rebuild.
-- The Job Ticket schedule now sees consecutive holidays and skips them appropriately when adding a schedule.
-- Unposted time is no longer added for users that do not have the preference set to approve time in SQL.
-- Optimized the performance of tabbing through the job ticket field in an Accounts Payable Job Cost Invoice.
-- All amounts now print on the Recurring Billings Report in Billing/Accounts Receivable.
-- The Auto Bill feature now advances the check number for checking accounts that do not end in .00 in SQL.
-- The Windows installer is now compatible with User Account Control in Windows Vista/7.
-- Fixed a bug when printing billing addresses on invoices from Preferences.
Clients & Profits X 10.2.4 - released 11/01/09
Revisions List:
-- Recording online payments in the Checkbook is now simpler and more closely matches your bank statement.
-- A vendor account can have the option to "always pay invoices via online banking" in the Account Info window, which is copied to its A/P invoices.
-- A/P invoices now have an option to "pay invoice via online banking" which syncs them with the online payments in the Checkbook.
-- When online payments are recorded in the Checkbook from your monthly bank statement, they are matched with invoices that are marked as being paid online.
-- Online payments are now numbered automatically with a user-defined sequence number from the Chart of Accounts > Edit Account window. This number is used for internal purposes and works like a check number, but should be well outside your range of check numbers.
-- An optional transaction number can now be added to the online payment for cross-reference with the bank statement.
-- The A/P Invoice Aging has an option to show invoices that will be paid with online payments. The Invoice Aging normally doesn't show invoices that will be paid online, since they aren't paid with checks that you write. If you don't show online-paid invoices on your aging report, the total of your A/P invoice will only include invoices for which you need to write checks.
Other enhancements --
-- The Asset Manager preferences window now has an option to include job names in the art server's job folders.
-- Each client account can now have its own special A/R G/L number; this account will replace the the default A/R number on new A/R invoices.
-- The Job P&L report now shows the correct job number and name.
-- The Job Cost report no longer displays a staff/client access message the second time the report is printed
-- The Add A/P windows no longer give you the option to save an vendor number/invoice number combination that has been used before.
-- The Snapshots > Media Reconciliation report now shows vendor payments.
-- The year can't be closed if any income statements have a beginning balance.
-- Staff reports can now be printed for department and/or profit center and will also show special client/staff billing rates; reports can also include inactive staffers and freelancers.
-- The 1099 information can now be changed on posted checks.
-- Unposting a media billing now shows the invoice's job number on the debit WIP JE.
-- The reference number on vendor credits can now be alpha-numeric.
-- The length of the printing specification's "stock" type has been doubled.
-- A staff member can now be exempt from time approvals, which marks their time entries as approved automatically.
Clients & Profits X 10.2.3 - released 08/01/09
SECURITY ENHANCEMENT FOR SQL USERS: This update features a security enhancement for Microsoft SQL Server and MySQL databases. To implement this enhancement, update all of the workstations to Clients & Profits X 10.2.3 -- but don't open the 10.2.3 application yet. After all workstations have been updated, open C&P X 10.2.3 and enter the server's root or SA password when prompted. Afterwards, any workstation still running 10.2.2 (or earlier) won't be able to connect to the SQL database.
Revisions List:
-- Order templates now have optional page-length terms & conditions that print automatically with purchase orders and media orders
-- A/R invoices can be proofed/batch posted for one client
-- A new "ownership" field (i.e., work for hire, license) can be displayed on printed purchase orders
-- The Who's Connected window now shows the user's C&P X version (anything before 10.2.3 appears as "10.?")
-- The Department Utilization report can be printed for a any number of weeks, with the planned hours being calculated automatically
-- Profit centers can now be marked as "outdated" to keep them from being used on jobs, etc.
-- A/R invoice terms are no longer set automatically as net 30 days if the payment terms are blank in the Client Billing Info window
-- The "split payment" checkbox is moved next to the payment amount in the Add Client Payments window
-- Cloning an A/P invoice that was charged to a credit card and invoiced by a credit card statement no longer picks up the credit card's statement number
-- A/P PDFs can be added to existing invoices from the Edit Invoice window
-- Job reports use the client/staff access privileges more effectively
-- The monthly salary is now saved (using Blowfish encryption) in the Overhead Allocation window and used automatically on next month's report-- Clients & Profits X will now check for updates automatically for system manager-level users
-- Print specs that have been awarded can no longer be edited
-- The Job List by AE/Team now shows job totals
-- Time Analysis reports no longer show the "billable" amount if the "show hours only (no rates)" option is checked
8/11/09
-- Removed some unneeded extra lines from printed checks
-- Fixed a small user-access bug on the Job Billings report
8/17/09
-- Fixed the hours subtotal on the Client Job Costs (by Staff/Vendor) report when it is printed for gross amounts only.
8/27/09
-- Fixed a bug in the Client Projects window that displayed the wrong project description for a project with a duplicate name.
Clients & Profits X 10.2.2 - released 05/01/09
5/5/09
-- Minor changes to Web Access task lookup list and the in/out board.
-- Fixed a problem with null values for job types that failed on MySQL.
5/31/09
-- The Find A/P dialog box now defaults to vendor code instead of invoice number.
-- The Find A/R dialog box now defaults to client code instead of invoice number.
-- The Find Jobs dialog box now defaults to client code instead of job number.
-- Setting a user account to quit automatically for the nightly backup now logs the user out of the Who's Connected window.
-- In broadcast buys, a new "don't bill this buy" checkbox will keep that buy amount off the client's media billing.
-- Job types that have no profit center can be used on new jobs for all clients.
-- Freelancer planned hours on the Dept Utilization report will now be entered automatically as their actual hours.
-- Multi-job billings can now be printed using a "simple" option that condenses billings by job, making long invoices much smaller.
-- Job billings on multi-job "simple" invoices can be subtotaled by the new "job billing code" (see Job Tickets > Edit > Edit Job > Billing Info).
-- Fixed a bug that changed a user's settings when logged out from the Who's Connected window.
6/2/09
-- The Time Sheets window can no longer be accidentally closed when adding time, eliminating the "instance name not in use" error.
R E V I S I O N S
-- The SQL database conversion process now has better progress messages.
-- The Vendor Statistics window is no longer blank.
-- The AE/team, start date, and due date have been restored to the printed work order.-- Saving reports as PDFs has been fixed.
-- Coatings can be customized on printing specifications.
-- Topics on work order are not longer numbered.
-- The job lookup list shows profit centers.
-- Saving estimate revisions now saves estimate worksheets.
-- Web access (i.e., web time card) has several minor improvements.
-- Other terms can be added to the client's billing info window; these are copied to invoices along with standard payments terms (i.e., 2/10 net 30).
-- Users with no access to job amounts no longer see totals on the Job List by AE/Team report.
-- When adding tasks to any kind of job billing, the same task can't be billed twice.
-- When adding a job, the list of job types is limited to the ones for the client's profit center.
-- Printed proposals now show the company logo from Estimate Options.
-- The job number can now be changed on posted JEs, which allows managers to fix errors on the Client P&L Analysis report.
-- Changing a resource in the Job Schedule window now updates the resource shown in the Jobs window.
-- If an imported time entry is billable but has no gross amount (i.e., hours X bill rate) then the entry will be coded as "unbillable" not "unbilled".
-- Recurring billings now save line items correctly when the "always prevent duplicates" billing preferences are enabled.
-- New jobs now only get a profit center from the client account (it won't be replaced by the job type's PC).
-- Only manager-level users can now change an existing job's profit center.
-- The Trial Balance, Income Statement, and Client P&L Analysis can now be printed by business unit (i.e., a collection of profit centers).
-- There are new separate user access privileges to show cost rates and billing rates on time sheets.
-- In the Job Snapshot window, the net amounts will be hidden BUT the total profit will still appear in the user has no access privileges to see job costs.
-- Productivity > Unbillable Time Analysis: There's a new prompt to subtotal hours by task instead of department.
-- The Add Purchase Order window now contains quantity, unit, and cost each.
-- The Add PO Amounts window has two small columns for sales tax ("Y") for order amounts.
-- The taxable status, quantity, and task is now copied from the print spec to the purchase order.
-- The staff member's name, phone, and email is now automatically copied to a new printing spec.
Clients & Profits X 10.2.1 - released 02/01/09
E N H A N C E M E N T S
Ship To Sales Tax
Billing sales tax for clients that have many different locations is now easier and automatic. In C&P X 10.2, each client could have one or more shipping addresses. Now, each of these shipping addresses can have their own sales tax rate and tax area settings. When billing, you can now choose a "ship to" address that copies the sales tax settings from that location to the invoice. This means the sales tax will be calculated using the sales tax rates where shipment is made, such as a different state. Sales tax on an invoice is now based on the invoice's "ship to" address. The sales tax report now subtotals taxable sales based on the invoice's "ship to" tax area, not the client's tax area. If an invoice has a shipping address then both the billing and shipping addresses will appear on the printed invoice. The shipping address can be changed in the A/R Options window.
Work Orders (Job Requests)
Work orders can now be used as internal creative briefs. Like creative briefs, a work order can have up to 15 topics/subjects that an account exec can use to describe the work being requested. The work order's topics can be pre-defined as part of the job type/spec sheet, so that all jobs of the same type have the same work order topics. These topics aren't required; if none are entered, the work order will work like before. But if a work order has topics, it will print like the creative brief. The sketch/scan/photo now appears on the printed work order.
Internal Billings
Internal billings are invoices added for in-house clients. They can be used to bill jobs between profit centers where no cash payments are needed. Any job can be billed as an internal billing. Internal billings can be printed like any other invoice. Internal billings debit and credit the same G/L number (the internal billings income account that's set in G/L account preferences) so has no affect on the financial statements. Internal billings can be proofed and posted like any other invoice. They are automatically paid off, so do not affect the client aging reports. To add an internal billing, you need to first add an "internal billings" income account in your Chart of Accounts then enter that account into your G/L account preferences.
Saving A/P Invoice PDFs
Invoice PDFs can now be saved for vendor invoices when using a MySQL or SQL Server database. This enhancements lets you save scanned copies of the vendor's printed invoice when it is added into Accounts Payable. To save the PDF, click the "upload invoice PDF" button then select the PDF from the prompt. The PDF will be saved inside the C&P database. When browsing vendor invoices in Accounts Payable, you'll see a "view the invoice PDF" link and icon if the invoice has a saved PDF. Clicking on this link will extract the PDF from the database and open it in either Preview (on Mac OS X) or Acrobat Reader (on Windows).
Time Analysis Reports
Five new analysis reports summarize staff hours by profit center and department: The "Department Time Analysis by Task" groups time by department then task. The "Department Time Analysis by Job" groups time by department then by job. The "Payroll Time Analysis" summarizes staff hours for any task categorized in the Task Table as a "payroll" task. The "Profit Center Time Analysis" shows total staff hours for each of the profit centers they worked on, subtotaled by job task. The new "Labor Transfer" summarizes staff hours for each profit center someone worked on outside the PC they are assigned to.
R E V I S I O N S
-- Multiple attachments can now be added to job approval requests
-- Clicking the Add button in the A/R window now prompts you to select a billing type
-- Clicking the Add button in the Checkbook now prompts you to select a check type
-- Clicking the Add button in the Insertion/Broadcast/Interactive/Outdoor Orders window now prompts you to select an order type
-- Clicking the Add button in the A/P window now prompts you to select an invoice type
-- An A/R invoice's payment terms can be entered in the "2/10 net 30 days" style or as a simple description, used together or separately
-- Job tasks with estimates now can't be removed from a job ticket
-- Topics on the job type's creative brief can now be much longer
-- In Preferences, logos can now be removed when using MySQL or SQL Server
-- A field for "corporate ID" has been added to the Vendor Info window
-- Tasks in the Task Table can be categorized as "payroll" tasks and used for the new Payroll Time Analysis Report
-- The staff window now tracks a staff member's hire and termination dates
-- A new "job" user access privilege specifically allows users to see the Job Snapshot window
-- If a user is limited to a status code "kind" (e.g., work in process), the Lookup Status Codes window will only show those kinds of status codes
-- Only system managers can now verify/recover one job ticket
-- A user with a status code "kind" limit can't change a job's production or billing status if they are outside their limit
-- Job type/spec sheets now have an optional profit center, which is copied to new jobs automatically
-- The personal calendar now shows start and due dates from job tasks
-- The estimate option to "hide tasks with no estimate" is now checked by default for all new jobs
-- The new Weekly Dept/Staff Utilization report (see Snapshots > Productivity > Dept Performance) now shows each week's billable vs. unbillable time for each department, along with utilization ratios based on the utilization categories for tasks (i.e., new business, PTO, authorized unbillable).
-- Unbillable tasks in the Task Table can be assigned a "utilization" category (i.e., PTO, unauthorized billable, or new business), which are used by the Weekly Dept/Staff Utilization report.
-- A new General preference allows the same project code to be shared between clients
|
