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Version 5.4.1
Maintenance Release January 17, 2015

  • Added complete text formatting for memos
  • Fixed Invoice header text size
  • Fixed Logo & Image Gallery buttons on mobile devices
  • Fixed Upgrade Legacy Code request URL link
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Version 5.4

  • Added Spelling Preference Tab
  • Added Location Website to Quotes
  • Improved graphics import and export
  • Increased header labels to 15 characters maximum
  • Changed Close Window icon
  • Changed Client Contacts Home Phone to Direct Phone
  • Changed invoice discounts from Post-Tax to Pre-Tax
  • Fixed Import with preview for Clients, Crew & Billing Items
  • Fixed Modification Date Sort

Version 5.3

  • Apply an overall Invoice Percentage Discount
  • Restored tabbing between Invoice data entry fields
  • Line item pull-down list match selected category
  • Simplified Invoices Print menu
  • Added 'None' to memo select options
  • Fixed Change Client Name for locked invoices
  • Improved PAID Mobile interface
  • Misc bug fixes

Version 5.2

  • Mac OS 10.7 (Lion) compatible
  • Windows 7 64-bit compatible
  • Automatically sort list views setting
  • Displays any un-submitted invoices as blue in list view
  • Improved QuickFind in list view
  • Improved Search Queries (all modules)
  • Improved Email Tech Support
  • Improved Business Cards
  • Simplified client name changes with related invoices and quotes
  • Added Date Range option for Reports
  • Added the ability to duplicate a quote
  • Improved Sales and Withholding Tax Reports
  • Added Payment Info to printed invoices
  • Excel .xlsx (Open Office XML) import/export capability
  • Fixed Average Payment calculation
  • Fixed Call Sheet lookup issue
  • Fixed 4 digit year font issue with Mac OS 10.7 (Lion)

Version 5.1

  • Fixed Invoice Payment Status display refresh issue
  • Fixed sample Quote Line Item issue

Version 5.0

  • iPhone/Touch/iPad Ready (*FileMaker Go app required)
  • New icons and graphics
  • New layouts designed for mobile use
  • New re-serialize Item Codes file tool
  • Mark Invoices as Submitted
  • Added new images to Logo Gallery
  • Expanded list row heights
  • Changed print font to Arial
  • Dial Phone Numbers (iPhone Only)
  • Purge multiple invoices using a date range
  • Fixed Media item entry bug

Version 4.6

  • New select checkboxes
  • New Auto Capitalize State/Province preference setting
  • New Company Networking fields (Facebook, LinkedIn, Skype)
  • Rename Clients and update related invoices and quotes
  • Improved Reports
  • Improved graphics importing and exporting
  • Export List Views as Excel spreadsheets
  • Fixed Fiscal reporting issue
  • Fixed Client Code file tool (contact person lookup)
  • Fixed possible Media entry error

Version 4.5

  • Fixed bug in creating a new Labor Billing Item
  • Changed Billing Items List View

Version 4.4

  • Added File Tool to Remove Duplicate Contacts
  • Added Mapping Services for Clients and Crew Persons
  • Added Automatic Backup Scheduling
  • Added Duplicate Line Item Button
  • Expanded Printed Invoice Logo Size
  • Word Wrap on Invoice Line Items
  • Print Grand Summary Report
  • Fixed Rounding Error on Tax Totals
  • Fixed Converting Estimate to Invoice issue
  • Fixed Create Duplicate Invoice issue
  • Fixed Delete Invoice from Detail view issue

Version 4.3

  • Added new File Tools
  • Re-designed Billing Items
  • Added Revenue Tracking for Billing Items
  • Added Mark Record to Billing Items and Quotes
  • Added New Record and Show All buttons to List Views
  • Added ability to modify Next / Starting Invoice Number
  • Added save Client Contacts and Crew Persons as vCards (.vcf)
  • Fixed create new Client from Invoices bug
  • Fixed Crew primary phone issue
  • Dozens of under-the-hood improvements

Version 4.2

  • Added new Late Notice image gallery
  • Improved Custom Reports (now sortable)
  • Improved Upgrade Import/Export
  • Improved Client Contacts
  • Interface improvements

Version 4.1

  • Improved Reports
  • Display leading or trailing year with Invoice number
  • Added option to include Crew call sheet when duplicating an invoice
  • Added US Government form I-9 (Employment Eligibility Verification)
  • Added new logos to Logo Gallery
  • Added Purchase Info for Billing Items
  • Auto calculates profit margins for Material and Sub Rental Billing Items
  • Added Sub Rental option in Billing Items
  • Fixed Crew and Client history printouts
  • Fixed Call Sheet printout
  • Fixed Grand Summary Outstanding total
  • Fixed Thank You and Cover Letter text issue

Version 4.0

  • Completely New Tabbed Interface
  • 20 New Color Themes
  • Larger Screen Size
  • Dynamic Top Screen Menus
  • Unlimited Invoice Line Items
  • Unlimited Quotes Line Items
  • Unlimited Invoice Payments
  • Unlimited Client Contacts
  • Unlimited Invoice Memos
  • Memo Formatting
  • Lock Invoice
  • Save Invoice As Template
  • Import Client Call Sheets
  • Built-in US Government Forms (W-4 and W-9)
  • Built-in Logo Gallery
  • Added IMDb Field in Company Info
  • Fixed Return Address Display

Version 3.9.1

  • General Maintenance Release
  • Fixed Find Past Due Invoices (now does not include bad debts)
  • Modified mapping service criteria warnings

Version 3.9

  • Fixed bug in Return Address display
  • Added Quotes Header Title option
  • Improved Monthly Summary Report
  • Improved Batch Invoice printing
  • Improved Client and Crew address book printouts
  • Added Get Map Button for Crew Address
  • Modified the Include Contact button on printed invoices in Detail View

Version 3.8

  • Fixed Mini-Cal Invoice Date (broken in version 3.7)
  • Fixed Inverted Location and Address fields in Quotes Module
  • Expanded Return Address Display Options
  • Added Mapping Service Preference for MapQuest™, Google™ or Yahoo™ Maps
  • Added Get Map Button for Clients Address
  • Added Get Map Button for Crew Address
  • Larger Improved List Views in All Modules

Version 3.7

  • New Batch Printing for Invoices
  • Added Company Slogan to return address option
  • Added Display Company/Name order option to return address
  • Increased screen real estate for larger monitors
  • Fixed problem creating a New Client From Quotes Module
  • Fixed Find Marked in Crew Module
  • Fixed Receivables Report bug
  • Fixed 'Other' Default Job Type preference restricted to the pull down list

Version 3.6

  • Fixed MapQuest Directions CGI script
  • Added new Department field in Clients module
  • Removed numeric restrictions for phone numbers

Version 3.5

  • Redesigned and improved reports layouts
  • Fixed rounding error for line items
  • Added Time creation and modification in each module
  • Minor interface improvements

Version 3.4

  • Added Agency Info to Cast and Crew module
  • Payment date now uses mini-calendar
  • Fixed phone and mobile phone formatting in MAIN module
  • Fixed Find in Items module
  • Improved cross-platform migration capability

Version 3.3

  • New pop up Mini-Calendar for entering invoice and project dates
  • Fixed time stamp issue
  • Fixed currency formatting problem when currency symbol is set to "None"
  • Fixed phone formatting issue with #### ### ### menu selection
  • Fixed Balance Due in Receivables Report
  • Changed upgrade menu selections to Export and Import
  • Holding Option/Alt while clicking the Backup Button backs up ALL files

Version 3.2

  • Added Dual Tax Rate capability for Canadian customers
  • Added mobile phone field to CLIENTS module
  • Changed pager to mobile phone in CREW module
  • New separate phone formatting options for mobile phone fields
  • Updated Directory and list reports in CREW module
  • Redesigned printed Invoices and Quotes
  • New Invoice title description preference setting
  • New currency preferences for formatting number totals
  • Cover letter and Thank You letter revised and improved

Version 3.1

  • New MINI CALCULATOR for tallying multiple days of mileage
  • Fixed Tax Withholding report problem
  • Increased Project Title field from 35 to 40 characters
  • Retains Cover and Thank You letters body text
  • Changed the modifier key from CONTROL to OPTION/ALT
  • Improved networking support (requires FM Server or FM Unlimited)

Version 3.0.3

  • Fixed bug where in some situations duplicate invoice numbers were generated
  • Fixed running total in Sales Report
  • Added Find Duplicate invoice numbers to QuickFind menu
  • Improved printing scripts

Version 3.0.2

  • Fixed tax check box on invoice labor line items
  • Fixed bug in Quotes module where Quantity would not print
  • Increased font size for return address and added CAPS option

Version 3.0.1

  • Doubled labor line items from 5 to 10
  • Calendar or fiscal year reporting
  • New reports and find menu
  • Interface make over
  • New recover file tool

Version 3.0

  • Native Mac OS X version
  • Added Get Directions to MapQuest™ location feature
  • Dozens of cosmetic improvements

Version 2.8.7

  • Improved import/export scripting
  • Improved reporting features
  • Fixed MapQuest™ cgi script for job location feature
  • Fixed Found Count status in Crew Module
  • Fixed return address display in envelopes

Version 2.8.6

  • Added MapQuest™ feature for mapping job locations
  • Added EZ mileage calculator
  • Increased invoice memo capacity to 50 words
  • Added support for 1280 x 1024 screen size
  • Client payment history report now includes Balance Due
  • Updated the Quotes Module

Version 2.8.5

  • New Balance Statement printout for unpaid or partially paid invoices
  • Print your own Business Cards from 4 different format styles
  • User defined Invoice headings for Labor, Equipment and Materials
  • Write off an uncollectable invoice as a bad debt
  • User selectable color shadings on printed invoices and quotes
  • Added support for 1024 x 768 monitor resolutions
  • Improved overall scripting

Version 2.8.4

  • New QUOTES module with convert to invoice capability
  • New tabbed interface for configure screens
  • Re-designed Invoices List View
  • Totally re-designed Print Menu
  • New Labor and Equipment Invoice
  • New Labor and Materials Invoice
  • Added Note fields to Clients and Crew Member modules
  • 11 digit auto phone formatting for UK customers
  • Added Payroll Company field to payment window
  • Fixed bug in Labor Invoice where the sales tax was not included in invoice total

Version 2.8.3

  • Fixed International phone number display formatting problems
  • Added the ability to apply multiple payments to an invoice
  • Customize International Government ID Numbers
  • Re-designed printed reports
  • Fixed minor bugs and cosmetic adjustments

Version 2.8

  • Graphic interface overhaul
  • European A-4 page layouts added for invoices and reports
  • Improved Import/Export features with new EZ Upgrade
  • Export data as TAB, SYLK, MER or DBF formats
  • Fixed category select problem in Billing Items module
  • Page Setup dialog box added to all print scripts

Version 2.7

  • European address formatting option
  • New user defined currency symbol
  • Miles or kilometers mileage preference option
  • New Copy To Clipboard buttons
  • Added serial number to Billing Items
  • New option to add attention: client contact on invoices
  • New universal email script supports Outlook Express and Netscape Mail
  • Fixed Mileage Report printing bug
  • Improved built-in Order Form

Version 2.6.4

  • Y2K requirement date for 4 digit year
  • Changed parent folder structure
  • Fixed Print Notes script
  • Fixed Call Sheet printing bug
  • Modified Phone Field validation criteria
  • Modified Zip Code validation criteria

Version 2.6.1

  • Fixed bug where default country was restricted to pull-down list
  • Fixed email address entry validation restriction

Version 2.6

  • Fixed Export Archive script where all invoices were exported regardless of selection
  • Added a new Call Sheet print out with Job Details
  • Added the ability to print the Client History
  • Added the ability to print the Crew History

Version 2.5.2

  • Fixed Create New Client from Invoices script
  • Fixed paste shoot date button script

Version 2.5.1

  • Minor bug fixes
  • Improved overall interface
  • Updated Import/Export scripts

Version 2.5

  • Redesigned user setup
  • Added field for user country
  • Improved order form with credit card handling
  • Updated User Guide .PDF (requires Adobe Acrobat 3.01)

Version 2.1

  • New Runtime Macintosh and Windows Editions
  • New Upgrade Script for User Data
  • New selectable Invoice Memos
  • Added auto formatting for all phone fields
  • Added new Main file for primary User Data

Version 1.0

  • Initial limited release June 1998
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