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Software release notes provide detailed information on specific improvements, changes, fixes, new features and/or security patches that occur each time a software build is released. Release notes may pertain to specific software editions and/or modules that may not be included with your particular software license. Release notes labeled as "Beta" refer to functionality that has been released early and may not be thoroughly tested by a larger customer base. "Beta" features are pre-released in an effort to receive feedback prior to an upcoming major software version announcement.
ManageMore Version 9.0 Build 9015 (released 04/03/2017) NEW (Refund Price Adjustment) : ManageMore has always taken the high road when it comes to ensuring that all transactional adjustments are accounted for and traceable. This approach ensures that a business can audit events and trace whose done what. However, this approach also meant that situations like "Price Matching" a paid invoice or partially crediting a customer on a paid invoice (whatever the reason) required pain-staking steps to accomplish cleanly. In most cases, the entire transaction required voiding and re-entering data to get a partial credit issued. Furthermore, if the partial credit being requested was on an already authorized credit card sale, the correction steps involved with re-authorizing the card a second time could lead to problems if the card was close to reaching its max. credit limit. In comes our new refunding strategy (referred to as a refund "PRICE ADJUSTMENT" transaction). This new way of refunding monies only aims to find a balance between traceability and convenience. It is now possible to do a REFUND against a former transaction that only has the effect of lower an item's price without affecting inventory. This price adjustment allows you to give the customer money back for over-charged invoices by simply referencing the original invoice and selecting the items and price reduction amount you want to issue back. ManageMore will handle all of the rest of the accounting (including tax reversal effect) and will even handle electronic credit card reversal amounts automatically. This feature can be found in the POS and ManageMore back-end accounting system. In the ManageMore back-end accounting program, please see Activities... Accounts Receivable... New Refund Price Adjustment. From the POS system, it can be assigned to a Touch Pad button using the POS Action called "Refund Price Adjustment:". WARNING!!! Although this feature makes it much more convenient to deal with crediting a customer, it does come with some added security risks. Please take the appropriate measures to secure this feature to authorized personnel only. As an added security measure, the built-in Refund/Void History report can be used to quickly list which employees have created refund price adjustments and for how much. This should be periodically reviewed as a good security practice for your business. NEW (EMail Marketing Wizard): An email marketing wizard was introduced for easier processing and better compatibilty with 3rd party software or external internet solutions. From one simple wizard-driven screen, users can now decide how to handle their bulk email by following simple steps on screen. ManageMore still offers its internal free template based method of contacting customers. The Marketiner Wizard also offers a unique integration with ActiveCampaign's email marketing capabilities. Additionally, you can now export your bulk email list to be used with other software/email service providers (e.g., MailChimp, Constant Contact, AWeber, etc.). NEW (OPTIONAL: Active Campaign Module): ActiveCampaign services are very cost-effective (starting at only $17/mo.) and ManageMore is currently offering its ActiveCampaign integration module for FREE ($250 value) until May 31st or to the first 100 customers who sign-up with ActiveCampaign. NEW (OPTIONAL: Recurring Order Module): In simple terms, a recurring order is a Sales Order that is automatically generated by the program based on the rules you apply per customer. It can be a daunting task to manually remember when its time to re-service a customer for products/services that require some recurrence element to it. For example, a swimming pool maintenance service needs to know when its time to send out pool technicians to their customers and what service needs to be performed. This could be a daily, weekly, or monthly activity that differs from customer to customer. A newsletter/magazine service often requires monthly or quarterly submission of their literature to its paid subscribers. A dietary supplement provider often requires monthly re-filling of its supplements to their clients. A recurring order differs from ManageMore's standard recurring billing features in several ways. First and most important, a recurring order can handle physical products that require being picked and shipped to customers on a continual basis. The orders that are generated can be prioritized for shipping and easily modified prior to invoicing. A recurring order can also be used for service models that need a way of knowing when its time to provide a customer with a scheduled service visit over a specific period of time. Simply billing a customer creates false receivables and does not help organize the business with the variety of complexities involved in organizing, scheduling, routing, and even cancelling the service visits. Since a recurring order can generate a Sales Order at the appropriate time schedule, it makes it easy to determine how you will plan your day for servicing or shipping your products. Businesses that best benefit from a feature like this, include: * Any customer paid subscription business model (e.g. magazines, newsletters, flyers, etc.) * Any service based operation that is continuous (e.g. lawn/pest control service, pool maintenance, Maid service, roof/gutter cleaning, etc.) * Any service based operation with various offerings that can change on-the-fly to accommodate customer needs (e.g. day care services, music/singing lessons, tutoring services, gym services, etc.) * Any business that offers products that needed replenished periodically (e.g. supplements, medicines, meals, chemical supplies, etc.) * Any business that offers rentals of equipment for short or long-term usage (e.g. workshop tool rentals, carpet cleaning machines, industrial machinery, furniture rental, etc.) * Any business with expiring warranties/coverages that can be renewed or extended continuously (e.g. maintenance extension plans, extended warranty plans, upgrade plans, etc.) Please call our sales department to find out if your business model or future endeavors can take advantage of the automation of our recurring order module. NEW (eConnect CRM/Mobile/Cart Module): ManageMore now provides a much better method for running the eConnect gateway as a Windows Service. The new service manager ensures eConnect software runs continuously, even if the pc were to reboot. The new service also introduces much better performance efficiency and automatic restart of eConnect if the program were to stop responding. Lastly, the new Service Manager that monitors and runs eConnect can detect software updates and make the entire upgrade process much simpler. There is no need to manually exit and restart Econnect during software upgrades... it is handled automatically by the Service Manager. Some of our legacy clients were introduced to a 3rd party product called "Fire Daemon" in order to deal with running the ManageMore econnect application as a background windows service. We are now strongly urging users to remove this product and utilize our newly created daemon program called the "ManageMore Daemon Service." Our own daemon program is ManageMore aware and plays friendlier with the ManageMore program. Please contact technical support for assistance in switching to this new application for 24/7 windows background processing of eConnect. NEW (Full POS Recovery): A major redesign of our POS recovery feature now makes it easier than ever to handle any unfortunate mishaps that occur when a sale is being completed. In the unlikely and rare event of a POS crash during a sale, ManageMore POS can now recover where it left off in over 95% of cases. Simply re-launching the POS and logging in will resume/complete the past failed POS transaction automatically. The operator is no longer confronted with complex decisions on how to deal with partially processed sales. There is also no need to check with the card processor for possible duplicate charge scenarios either. NEW (Billing: Quick-Add Recurring Charges): It is now easier than ever to quickly add a recurring charge record when adding a new customer to the program. Simply setup your ManageMore customer templates (See Lists... Customers... Customer Templates... Billing Tab on record) with default service item codes and default billing amounts you want to appear. Upon adding a new customer and selecting the appropriate customer template, ManageMore will autofill your default billing values on the Billing Tab. You can then make any appropriate adjustments prior to saving the customer record. ManageMore will immediately create the billing recurring charges as a starting point for the account. If more recurring charge records are needed, just add them like normal to the account. NEW (Billing Exception Report): A new report was introduced to help users who utilize ManageMore for their recurring billing needs. The Billing Exception Report provides a quick way of identifying any potential data entry errors that could be causing your business money. The report can provide information to quickly determine if certain customers are under-paying for service, are set too far out for their next bill, or are not being billed anything at all. IMPROVEMENT (POS and Email Receipts): This build introduces a much simpler method for clerks to send a user a copy of their sales receipt via email, immediately following the completion of a sale. The email process is now very straightforward. Choose the Options button on the Tender Summary screen for the Email button option to be made available to you. NEW (Billing Reports): A new recurring charge report and Billing exception report has been added to the program within the Customer Reports section. Use these reports to find data-entry mistakes and get a better picture of your billing. NEW (POS - Beta): A new automatic email after sale feature added to customer record. IMPROVEMENT (GL Viewing): When performing a drill-down view of the general ledger details on a POS transaction, the related payment posting is now included. In addition, accounts which net to zero are suppressed by default for easier viewing. IMPROVEMENT (Billing Quick Backup): As an added precautionary measure, ManageMore now provides an optional "Quick Backup" feature prior to running the billing process. We still recommend that customers perform their own full backup prior to running any billing process, but this adds an extra layer of protection in the event that someone forgets to do a backup. IMPROVEMENT (Billing): A new conversion tool has been introduced to help legacy ManageMore users transfer Pager Billing records into Recurring Charge records. In the past, many legacy ManageMore users who billed for services that were Non-Pager related, utilized a pager billing record to charge for a variety of other services. In 2005, ManageMore introduced a much more flexible billing engine that utilized simple recurring charge records to bill for any service that a business desired. However, there was no easy transition for legacy clients with hundreds (or even thousands) of pager billing records to transition to the new billing method. With this build, we now provide a free utility that can make the switchover much less painful. Please contact technical support for assistance with this utility. IMPROVEMENT (Disbursements): A new Mark/UnMark button option exists for handling a vendor payment with a large number of bills to pay. You can mark/unmark all bills or select a specified range by date. FIX (Intellifile / Sale Order): When attaching a document to a Sales Order transaction, the program did not properly file the attachment for later retrieval. FIX (Custom Sales Order Form): Form was not properly printing taxes. FIX (POS): Under certain computer environments, the ManageMore POS was becoming unstable for some users and causing more than expected program application failure. Adjustments to ManageMore architecture with later Windows OS versions (like WIndows 10 and Windows 2012) has shown some very good results and reduction from application crashing by over 75%. We strongly recommend that users experiencing higher than normal program failure upgrade to this software build. Furthermore, we recommend all users check to see if the POS Recovery feature is activated in their POS. The large improvements in the POS Recovery along with better ManageMore stability makes this software build a worthy upgrade. FIX (POS with Genius Device): Some issues with Cayan's latest Genius Platform and users of ManageMore utilizing Remote Desktop Services were identified and corrected. The resolved issue primarily involved cancellation of a transaction in process. FIX (INVENTORY): Under some circumstances, inventory kit items would not properly reduce inventory to the correct levels after a sales transaction. In particular, a kit composed of items with a unit of measure greater than 1 would not properly take this into consideration. This is a regression from a prior build. FIX (POS): A possible program crash (or lockup) issue was encountered if an operator pressed on certain buttons that were not meant to be active at the time of tendering a sale. FIX / IMPROVEMENT (Email Form Attachments): A new Email Form Printer setting now exists specifically for handling the creation of PDF forms for attachment to emails within the program. ManageMore relies on your local computer's printer driver to properly generate a PDF version of any form (e.g., Sales Receipts, Sales Invoices, Purchase Orders, etc.). The use of 40 column Sales Receipt Printers was particularly problematic in this respect. The new Email Form Printer setting ensures PDF documents are generated correctly by forcing the program to select a compatible printer driver at the time the email is requested. As a result, this eliminates the situation that sometimes occurs where the attached PDF document is blank or malformed. FIX / IMPROVEMENT (CELLULAR MGR: Auto-Invoicing with Rebates): ManageMore now allows the rebate amount (located on Cellular Activation Form) to be linked or unlinked to the Phone SKU item being sold. This affects how the item appears on profitability reports and how taxes are calculated.
ManageMore Version 9.0 Build 9014 (released 02/07/2017) CHANGE/FIX (Count Physical Inventory): Attempting to reconciling serialized inventory under certain circumstances could cause the reconciliation process to fail. Some design changes were made to better address physical inventory counting with serialized items. IMPROVEMENT (Payment): Additional verification of the database is performed when a payment is being added to ManageMore. This verification will warn the user if a potential database problem exists before creating additional problems. IMPROVEMENT (Database Integrity - Inventory): Database integrity will now double-check to ensure that no duplicate inventory items can exist in ManageMore. FIX (Recap Billing): Customers that were set to Inactive status with a prior outstanding balance were still printing in the Recap Statement process. IMPROVEMENT ( Item usage with Security): It is now possible to force ManageMore to request a password when selecting a specific item code from inventory during sales order/invoice. This is primarily useful for special redemption item codes that you only want a Manager or Owner to use or when a specific item is only meant for use by specific users in your organization. See Options tab on Supertrack inventory item. NEW (Recurring Charge Report): New recurring charge report can be found within Customer Reports folder of Report Explorer window. CHANGE (MM Restore Utility): Change was made to the ManageMore Restore tool to allow for restoring to a UNC folder instead of a drive letter. NEW (Advanced Toolkit - Change Salesperson): A process was added to the ManageMore Advanced Toolkit to allow a global search/replace of an assigned customer saleperson.
ManageMore Version 9.0 Build 9013 (released 11/18/2016) NEW (Credit Card Processing): ManageMore is now EMV card compliant with Vantiv (formerly Mercury Payment Systems). As always, ManageMore was designed to be out-of-scope from PCI compliance. This means that the customer card data is securely communicating from hardware device to back-end card processor directly. NEW (Credit Card Processing): ManageMore can now reverse debit card transactions back to the customer card under certain card processors. IMPROVEMENT (Count Physical Inventory): A new wizard-driven design has simplified the process of reconciling your inventory counts. The inventory count wizard can also be accessed from the POS application for smaller operations that count inventory frequently. You can assign a Touch Pad button or function key to the "Inventory Count" POS function. Other minor improvements include a numbered list of items that match the numbered list on the Count List report. IMPROVEMENT (Billing): When sending emails through the Billing Wizard, a significant improved performance has been made which can now send emails at a rate of 1,000+ emails per hour. IMPROVEMENT (Billing): It is now possible to restart the Email portion of an automated Bill Payment process. IMPROVEMENT (Billing): The Billing Wizard now records an email status after the Bill Payment process to easily identify if emails were delivered to customers. NEW (Econnect with WooCommerce): ManageMore's Econnect integration with open-source shopping cart applications now fully supports WooCommerce plug-in from WordPress out-of-the-box. Installation and implementation with this very popular shopping cart is easier than ever. Many new options have been provided as simple settings in the WooCommerce plug-in. IMPROVEMENT (Econnect Cart): Changes were made so that orders are not rejected if an item code is invalid when sent to ManageMore. Instead, the bad item code will be replaced with an item code "ERROR". This allows the ManageMore user to make corrections on the back-end and possibly correct the inventory item code problem without the end-user client knowing about the problem during checkout. FIX (Purchase Order/Receipt): A possible error message could occur on service items with large quantity value entered. IMPROVEMENT (Multi-Currency): It is now possible to record an alternate currency when taking a customer payment on the back-end ManageMore accounting system. This is permanently recorded and will show both the currency that your company deems to be the primary form of monies and that with which the customer has used. CHANGE (Sample Company): Sales transactions can now be printed in Sample Company Mode. They will print with a clearly marked reference that the document is a SAMPLE COPY only. IMPROVEMENT(eConnect CART): New scripts are available which provide a robust integration with WordPress and its popular WooCommerce shopping cart plug-in and ManageMore. Among notable capabilities include full integration with the same card processor as the ManageMore back-end accounting system and full inventory import capabilities. IMPROVEMENT(eConnect CRM): New scripts are available which provide a robust integration with WordPress and allow for integrated online CRM capabilities (such as making payments, editing account, reviewing past transactions, etc.). The combination of the eConnect CRM and eConnect CART scripts for WordPress now provide an extremely robust online solution for your customers. FIX (VRMA): Under certain circumstances with serialized items, one could create a transaction that cannot be closed. IMPROVEMENT (EMail): Sub-Accounts with emails will now appear as alternate email selections when sending an email to a particular customer account. IMPROVEMENT(EMail): The Email History will show more detail of the recipient name and email address used. Exception: Multiple email recipients to a single email will not be able to show recipient name details.
ManageMore Version 9.0 Build 9012 (released 06/16/2016) NEW (Billing): New Special Charges Wizard allows you to quickly generate a specific charge to all of your customers (or group of customers) for special circumstances that may arise periodically. For example, fees can be charged for one-time billing, holiday related surcharges, special pass thru fees, etc. IMPROVEMENT: A default bank account can now be assigned on a per-location basis. This setting is within the store location settings. See Lists... Company... Locations... IMPROVEMENT: Official support and certification for EMV approved POS device. Device supports terminal display, signature capture, NFC, Apple Pay, Android Pay, and more. Please contact technical support. IMPROVEMENT (Email): The address book has been simplified. By default, if you are on an existing customer, you can now see all email addresses associated to the customer. IMPROVEMENT (Printer Setup): A much simpler screen layout was created to quickly identify all ManageMore documents and the associated printer designated for the form. IMPROVEMENT (Price Check): Several new drill-down links were added to this screen. These links quickly show the related documents and/or support for the quantities of a particular item. For example, clicking on the "Quantity on Order" link will display all pending purchase orders that contain the item being looked up. Clicking on the "Item Location" link will display quantities at other locations. Clicking on the "Quantity Committed" link will display all open sales orders containing the item being looked up. IMPROVEMENT (Sales Order): Sales Orders can now be easily moved from one location to another. See toolbar on Manage Sales Order screen. IMPROVEMENT (Past Due Notices): The Past Due Notice process was overhauled into a simple wizard-driven process. IMPROVEMENT : You can now set a password to specifically restrict unauthorized users from performing a software update. To set this password, see Setup... Application... Program Options... CHANGE: Group Items now support Sales Alert Message. CHANGE (PO): A security control was added to allow for users to view a purchase order without being able to modify the document. CHANGE: Purchase Description increased to allow more room for specialized message on purchase orders. FIX: Bank Register resizing issue corrected. FIX (Email): Problems corrected in the email "TO" field that contained commas. FIX (Financing Invoice): Invoices generated using financing terms were not properly recording costs. FIX (Quick Add Item): The Quick Add item feature was not properly adding the sales price to the new item. FIX: Quick Item Add not properly recording Sale price on newly generated item. FIX: Custom Recurring Charge Report missing fields. FIX: Various Lot-based item corrections made with respect to invoicing. FIX (Inventory): Copy and Pasting and inventory item codes into certain ManageMore fields could result in extraneous characters being added resulthing in odd behavior. New item sanitizing is now performed to ensure only valid characters are contained within an item code. FIX (Company Statistics Report): Under certain circumstances, the payment subtotals could report erroneous information. FIX (Customer Terms with Financing): Several issues addressed with respect to the finance feature built into ManageMore. IMPROVEMENT (Billing): A recurring charge item can now be explicitely selected to be generated on its own separate invoice. This may be useful for certain optional recurring charges that are often asked to be voided by customer request. It also allows you to separate special charges onto their own invoice for database mining reasons.
ManageMore Version 9.0 Build 9011 (released 01/04/2016) IMPORTANT! Customers who own any eConnect module (especially those using eConnect CRM scripts utilizing Windows ASP technology) will need to contact technical support prior to upgrading. Major changes have taken place in our new family of Online Web modules and with the eConnect gateway application itself. There may be some compatibility issues that you may need to be made aware of prior to upgrading. If you ignore this message and upgrade anyway, you run the chance that old web scripts or specialized programs you developed on your own will no longer communicate properly to the eConnect API gateway. Intellisoft is not responsible in ensuring backward compatibility with this module. NEW (Completely Redesigned eConnect CRM Module): After many years, it was time for ManageMore to improve its front-end customer portal interface utilizing the latest web technologies. Our latest rendition of the Online CRM module takes full advantage of HTML 5, Cross-platform compatibility (Linux or Windows Web Server), and full dynamic responsive design that allows the online CRM tool to display flawlessly on any pc, tablet, or mobile device that uses HTML 5 compliant web-browsers (like Google Chrome, FireFox, Microsoft Edge, Safari, etc.). Our new open-source CRM scripts also take full advantage of popular Bootstrap framework to further advance its design with customizable themes just a few keystrokes away. Here is the best part... all existing clients on an active ManageMore support plan will be able to upgrade to this new module absolutely FREE of charge. Just contact technical support to assist in the transition. We should also mention that the newly designed web scripts and back-end eConnect have undergone rigorous new security changes to protect from casual to moderate cyber attacks. eConnect now analyzes the IP data traffic and can send warnings to your admin as well as automatically shutting down specific IP addresses that appear to breach security. NEW (eConnect Mobile - OPTIONAL MODULE): Our final official version of the eConnect Mobile module is now ready to ship. Utilizing identical technologies as mentioned above in the new ManageMore CRM module, this module is ready for use on all the latest devices that your sales force wants to utilize. This module provides an easy way for sales reps on the road to get to pertinent information within ManageMore from their mobile devices (e.g. Apple Iphone, Ipad, Android phone, laptop, etc.) with just a few easy screen taps. A sales rep can easily take orders, receive payments, lookup customer account details, search inventory and stock status and much more. Call sales to inquire about this exciting new module and how it can transform your business. FIX (Billing): Several issues have been reported and corrected in the billing wizard. Much of these issues came about with the newly added email and PDF statement functionality introduced in Build 9008 and Build 9009. IMPROVEMENT (Bill Payment with Automatic Email Distribution): The Bill Payment process has undergone more automated steps to simplify the whole billing, charging, notification process. Utilizing custom email templates you create, ManageMore will now automatically perform electronic payments on your billed customers and send emails notifying each individulal of their status (Approved or Declined). The billing process will also send an attached PDF statement for their records as well. IMPROVEMENT (Finance Charges): An easier and straightforward Finance Charge Wizard now exists for the process of charging customers late fees / interest on past due invoices. FIX ( 1099 Wizard): A change in the IRS 1099 transmittal form was needed for 2016.
ManageMore Version 9.0 Build 9010 (released 10/01/2015) NEW: A graphics footer can now be added to the bottom of sales orders/invoices as well as statements. This graphic footer expands your ability to create very dynamic and professional forms for your clients. There are many uses for adding a graphic footer image to your forms. Some common uses include marketing space for notifying customers of promotions or special products you carry. Other uses can be to display your relationship with top suppliers by introducing vendor logo's or even selling your page space to others interested in appearing on your forms. See Setup... Application... Company... Form Graphics... CHANGE : A new Custom Forms Manager window was created to better facilitate the design work on ManageMore custom forms. See Setup... Custom Forms... FIX: Some color issues with new colorized forms. Title Header is now black again and not affected by color change on form. FIX: Logo placement has been shifted slightly back to its original location to avoid printer cutoff. FIX (Billing): Several cosmetic issues in the billing process were addressed. Primarily with the Extended Description fields that sometimes print on statements. FIX (Station ID Conflict): Prior versions allowed Station Id conflicts with no simple correction. This build introduces a "FIX Station ID" button that will immediately address any problems of non-unique Station ID's on the network. IMPROVEMENT: Entering an email on a customer account that exists on a different account will now provide a warning message of possible customer duplication. FIX: Several minor fixes to the redesigned Recap Statement process. NEW: You can now create your own custom statement or custom recap statement. Please see Setup... Custom Forms... CHANGE (RMA): A large amount of confusion occured when we introduced "Repair Item" as an RMA Disposition(i.e. Action). The intentions were not to make RMA's into some Repair facility module. The "Repair Item" Disposition has now been renamed to "Hold Item", which is a better explanation of what the program is attempting to d.
ManageMore Version 9.0 Build 9009 (released 7/07/2015) NEW (Empty Spacer Row on Transactions): A new internal SKU "." (the period) will now have special significance to ManageMore on many of its transaction forms. This Internal SKU will create a completely empty detail row (a spacer) on printed forms, when added as a line item on a transaction. The item code and amount fields are completely suppressed to create a small gap between other item codes. NEW (ALPHA: Customer SMS): ManageMore will be experimenting with the possibility of SMS Messaging (i.e. Cell Phone Texting) from within the program using specialized GSM modems that are now reasonably priced under $500. This computer-based SMS technology will be used for marketing purposes, bill reminders, and other useful concepts. Although we are months away from this offering, we have decided to release a version of the program that will allow you to tag your telephone numbers as SMS compliant. This will allow ManageMore users to start building their database with SMS customers so that you can more quickly utilize such a feature when we announce its full release. See Setup... Application... Customer... Display Fields... SMS Message. IMPROVEMENT (Recurring Charges): The Recurring Charge record now attempts to help speed up the data entry process by auto-filling a few fields based on the past recurring charge record entered on the same account. More importantly, the Print Sequence automatically increments as you enter multiple recurring charges on a single account. IMPROVEMENT (Sample Company and Billing): While in Sample Company practice mode, the program will now allow for more realistic testing of billing and electronic card processing functionality. The application will behave as if transactions are being approved or declined for a more realistic experience while training new users. Change (Dunning Message now Global): The past due dunning option on statements is no longer a custom setting on a per-customer basis. It is controlled globally and found under Setup... Application... Billing... Statements... Change (Cosmetic Layout on Forms) IMPORTANT!: If you are an observant individual, you will notice that many of the sales related forms and billing forms have undergone some cosmetic improvements. Much of this is to better accommodate the new colorization capabilities, currency symbols, and graphic images that can be added to most forms. New (Color Invoices and Color Statements): The built-in professional invoice and statement formats now introduce the option of color to the forms. You can select two base colors that will be used throughout the form automatically. New (Customizable Currency Format): Traditionally, ManageMore has always shied away from displaying any currency with its country currency symbols like $,¥ ,€ . You can now set the dollar amount picture format to practically anything you wish. See Setup... Application... Company... Program Options... for the Currency Amount field. The program will automatically default to using the U.S. $ symbol for U.S. Based operations upon upgrading to this release. You will see this new currency picture usage on many of the grand total fields at the bottom of printed forms. Change (New Date Format on All Forms): An improved date format has replaced all the printed date styles on ManageMore Forms. Prior to this release, the date format used a standard mm/dd/yy picture format. This is not a world-wide recognized date and can cause confusion with international customers. The new ManageMore date format uses a dd mmm yy format (e.g. 16 JUN 2015 or 25 DEC 2015). This format is quicker and easier to read on the eyes. The month clearly stands out in an abbreviated format that is simple to understand for U.S., Canada, Europe, U.K., etc. Change (Billing Re-design): The new Billing Wizard introduced in the initial release of Version 9.0 has had some minor cosmetic changes and some design changes that make it easier to understand. Processing EFT (now referred to as electronic bill payment) is more straightforward and statistics of approvals and failures of electronic bill payments are shown for each billing distribution. This release also introduces the option for a bill to be emailed as a PDF attached statement or as a PDF attached invoice versus our traditional HTML format design. For smaller businesses that bill less than one thousand customers, the PDF attachment option is easier to learn and utilize. To utilize this option, one must be set to do recurring statements and must set the Email Scheme to "PDF Attached Statement.". Please see Setup... Application... Billing... Form Printing... Email Statement... Email Delivery Scheme. Customers who utilize Recap Statement billing only will also notice some dramatic changes. For starters, the recap statement process is now a wizard-driven process (much like the recurring billing process). You now have options to either bulk print or bulk email the recap statements to your customers. The recap statement process now works identically to the recurring billing with respect to selecting a customer distribution method (i.e. Print, Email, No Notification) for each client. This distribution method will help you refine who gets the statement and who does not. Change (Customer Billing): The Customer record now introduces two new checkboxes for businesses setup for billing. These two checkboxes were settings that used to be contained within the "Distribution Method" field. The first checkbox "Authorize electronic bill payment" has the identical meaning as the legacy "EFT" setting on the Distribution Method. The second checkbox may not be visible to most users. The "Export billing to outside fulfillment service" has the identical meaning as the legacy "FILE" setting on the Distribution Method. These changes were made to make it easier for new customers to understand how to set these options in ManageMore. FIX (Tracking No. on Refund): Several corrections and improvements were made so that refund transactions can show additional fields that are needed in special cases (like an exchange that is shipped to a client). FIX (Sales Order): Performing a Copy/Paste of the SKU Item onto a sales order form would cause problems if the pasted in value was 17 characters or larger. NEW (Consignment Sales - OPTIONAL MODULE): For those businesses who might have considered doing buy/sell/trade of used merchandise, but didn't know how you were going to track the consignors and pay commission on the sales of used items, we now have a built-in solution for you. ManageMore's Supertrack inventory now has the capability to consign items and report on the sales of these consigned items for easy payment management to your consignors. Call sales to inquire about this module. NEW (BETA eConnect Mobile - OPTIONAL MODULE): ManageMore now provides an easy way for sales reps on the road to get to pertinent information within ManageMore from their mobile devices (e.g. Apple Iphone, Ipad, Android phone, laptop, etc.). A sales rep can easily take orders, receive payments, lookup customer account details, search inventory and stock status and much more. Call sales to inquire about this module and how it is implemented.
ManageMore Version 9.0 Build 9008 (released 2/11/2015) NEW (Intellisearch Re-design): The intellisearch engine used for finding items in the Supertrack inventory has been completely redesigned. It is now more intuitive and typically 2-3x faster at finding any key word in the entire inventory system. All inventory descriptions are now fully indexed and searchable. Furthermore, you can type just a few letters of the beginning of each word you are looking for to get good results (e.g. Ken Ref can be searched and results like Kenmore Refridgerator will be displayed). Additional settings exist in the Setup area that allow for you toinclude inactive items in the search list, and exclude common key words from the search table. Another powerful new capability is the addition of custom key words. A custom key word can added to any inventory item to allow for matched searches with terms that are not part of the product description, but are still relevant in an item search. For example, the product may be called "F14 Super Tomcat Model Plane". Additional custom key words can be added like "toy", "airplane", "fighter", "jet", "military", etc. to make the search engine find this product using any or all those key words plus the words that are part of the item description itself. NEW (Sales Order/Invoice): A new sales alert message can now be displayed the moment an item code is selected. This is useful when the clerk is required to take some form of action on certain items and you want a specific message to remind the operator. FIX (Sales Order): The lowest selling price restriction was not working properly on the sales order. NEW (POS - Transaction Search): You can now assign a POS Button to perform a historical transaction search to find any past invoice based on a value you are searching for. For example, you can quickly find on-screen any recent transactions that were linked to a certain item that was sold, or any transaction that contained the word "Discount" or any transaction where "John Doe" is referenced anywhere on the invoice, or where the PO Number entered was "123456", or where the sales rep was "EJ", or where a note was typed that said "NO REFUND", etc. ManageMore will do an exhaustive search across your past transactions and allow you to quickly drill-down and view the transaction for reprinting or voiding on-the-fly. This can be useful when you are trying to find a sales invoice for a customer who does not have his/her receipt present, but you know certain particulars about the sale that are somewhat unique to search for. NEW (POS - Serial No. Search): You can now do historical Serial Number searches from the POS. The point-of-sale uses the same familiar search window found in the back-end accounting system to display an audit trail of a particular serial number. IMPROVEMENT (POS - Paging): You can now add a pager repair from the POS system. IMPROVEMENT (Billing - Recurring Charges): It is now possible to add up to 5 user-defined fields to a recurring charge record. This allows for storage of any special information you want linked with the actual recurring charge item. See Setup... Application... Billing... User Defined Fields. FIX: When pasting a large item code value into the SKU field of a sales order, the program might behave incorrectly. CHANGE/FIX: When utilizing the Customer RMA, the "Return From" and "Ship To" fields were not properly being filled in. This version now introduces the ability to rename the "Return From" and "Ship To" header tags of a Customer RMA. FIX: A GL Totalling issue was recently introduced in Build 9007 that has been corrected. IMPROVEMENT (Vendor Intellisearch): Vendor Care and Vendor Searches throughout ManageMore now utilizes the Intellisearch engine to find vendors from almost any piece of information that may have been stored on the vendor account. Simply typing a piece of a name, address, city, zip code, Tax Id, email, etc. will narrow on the vendor you are after.
ManageMore Version 9.0 Build 9007 (released 11/11/14) MAJOR (Electronic Card Processing): A new update to the card processing gateway and our software interface is now available to all users who process credits cards inside ManageMore. Corrections have been made to better deal with duplicate card transactions that are processed within close proximity. We urge all ManageMore users with card processing capabilities to upgrade to this build. NEW (A/P Company Credit Cards): A simpler A/P process now exists for entering company credit charges and for ultimately paying your company credit cards. You will no longer be hassled with the complex accounting method of posting against a credit card liability account. In fact, no accounting knowledge is necessary. Simply go to Activities... Accounts Payable... Credit Card Account... New Credit Card Payment... and then tell ManageMore what credit card account you want to pay and for how much. All of the proper accounting adjustments will be handled for you. CHANGE (General): The term Warranty Period has been changed to Return Period throughout the program. IMPROVEMENT (Maintenance): More File Recovery capabilities added to program. CHANGE (Inventory): The Inventory record has been redesigned slightly. The Web-Based econnect settings are no longer directly on a Tab on the inventory form. It is a button on the toolbar of the inventory record. FIX (Sales Tax Detail Report): The Sales Tax Detail Report was reporting some additional information that was not necessary and causing the totals to not match with the Sales by Category report.
ManageMore Version 9.0 Build 9006 (released 9/24/14) NEW (A/P Disbursement): A new option exists for making payments directly to purchase orders from the disbursement window. This allows a business to easily post deposit(s) against a purchase order that will then carry over when the purchase receipt (i.e. vendor bill) is finally created. This new feature can also be used as a workaround to being able to handle unapplied disbursements by simply creating a P.O. with a miscelleneous item for the unapplied amount to that vendor. The option to include Purchase Orders for payment is located at the bottom of the disbursement window. NEW (A/P Disbursement): There is now a quick and easy way to print a check on-the-fly without the need to go through the entire Print Check Wizard process. At the end of saving each vendor disbursement, a "Print Check" button will be available for immediate printing of a check.
ManageMore Version 9.0 Build 9005 (released 8/29/14) NEW: A new transaction search feature has been added that provides the ultimate search tool for almost any data recorded on any transaction in ManageMore. By simply typing any piece of information (e.g., part of a name, a word typed in a note, a referenced P.O. Number, part of a description line item, a specific sales rep ID, a specific transaction term, a specific shipping method, etc.), the new advanced transaction search tool will quickly begin displaying all matched transactions across invoices, quotes, orders, purchase receipts, RMA's, transfers, etc. You can then drill into the document for easy verification of your match. See Activities... Search Transaction... FIX (Inventory): When using the Batch Inventory Receive/Transfer function, it was possible to create a problem with the Pending PR Quantity count on an item. NEW (Serialized Inventory): The Generate Button on the serialized inventory pop-up window now provides the option to append generated values to the existing serial number list. FIX (Sales Summary): A few problems have been corrected as a result of the new "summarize by" option added to the Sales Summary report. NEW (Refund/RMA): A new option was added to the program setup to prevent the freight amount from being auto-filled on refunds and RMA. A good percentage of businesses rarely provide refunds on the charges imposed by freight costs from the original sale. This option eliminates the need for the employee to remember to zero out the freight amount in the refund/RMA process if your business rarely (if ever) gives back freight charges to the customer. FIX (Disbursement Quick Lookup): The quick lookup feature stopped working on disbursements from a software flaw introduced in Build 9004. IMPROVEMENT (International): The program now supports much large quantity and extended price field values for businesses that require entry of millions per unit as a common value. IMPROVEMENT (Email): Many internal improvements were made to the email system including a content search option. IMPROVEMENT (Sales Order): Using the Sales Order Process feature, you can now customize a sales order process to a specific form type. In combination with our new custom forms designer, it is now possible to have an unlimited number of form designs for different types of sales orders in your business model.
ManageMore Version 9.0 Build 9004 (released 7/16/14) FIX (POS - CREDIT CARD PROCESSING): Under very rare circumstances, a POS sale in combination with Split Tender over two different credit cards could result in one credit card not being properly authorized. It initially requires the use of an older gateway in conjunction with one of the credit cards to get declined for this issue to arise. We urge all ManageMore users who process credit cards electronically to upgrade to this version as a precaution, to ensure this issue cannot occur to you. NEW (BILLING): Completey redesigned Billing process makes it much easier to understand. A Billing Wizard process will guide you through the steps of geneating and distributing statements. This same wizard process can also provide a way to easily go back and review past distributed statements. IMPROVEMENT (Customer Search): The Advanced Customer Search introduced in Version 9 just got better. A "BACK" button is now available to allow you to quickly scroll through past pages of matched entries. FIX (Serialized Inventory): The new editable invoice feature introduced in Version 9 was causing oddities with invoices that sold serialized merchandise. The serial numbers would duplicate within the sales invoice and interfere with refunds against the invoice. CHANGE (Cash Drawer Management): Beginning in Version 9.0, Cash Drawer groupings are by Location or Station only. ManageMore Version 9.0 Build 9003 (released 6/17/14) Minor fixes to cash drawer receipt report.
ManageMore Version 9.0 Build 9002 (released 6/01/14) NEW (Windows 8 Compatibility) NOTE: It is important that your existing hardware meets the minimum screen resolution for proper use of ManageMore. The following are other minor improvements in Version 9 that may have been released in Version 8 as a Beta feature. NEW (Reason Code associated to GL Accounts): A new Inventory Reason Code table was created to allow for alternate GL posting options when performing an inventory adjustment. In other words, It is now possible to select an adjustment reason during an Inventory Adjustment transaction that can automatically post to a different GL account than the one defined for the inventory item itself. For example, suppose you were adjusting an inventory item down by 2 because the items were donated to a charity. A reason code could be generated and linked to a specified gl for "Charitable Contribution" purposes. See Lists... Inventory... Inventory Related... Reasons... to set up your custom values. NEW (Bank Register Window): The location field can now be viewed within the Bank ledger. Direct register entries can now specify a location and offset location different from your login location. NEW (Vendor Type Grouping): The vendor record now has a user-definable vendor type field for grouping your vendors. This vendor type field can be used to filter the view of vendors to specific types of vendors for quicker lookup. NEW (Vendor ID Replacer): A new Vendor Id replacer tool is now available. You can now change the Vendor Id code assigned to a vendor in ManageMore. See Lists... Vendors... Change Vendor Id Button. NEW (Session Login Viewer): Multi-user licensed ManageMore users now have a Session Viewer tool integrated into ManageMore. This viewer provides a simple method for determining who is running a ManageMore program across the computer network. This is extremely important when it comes to Administrative maintenance functions(like database fixing and software upgrades) which require all ManageMore applications to be exited. You will be able to view useful info like the computer name, windows user login name, Terminal Services Session Id, and even the company / program area where a user resides within the ManageMore program. The Session viewer also displays how long the user has been actively using the program. See Help... Obtaining Technical Support... Sessions In Use button at bottom of screen. NEW (Customer Discount Pricing Window): A new option Inventory Discount option exist on the Customer Discount Pricing table. You can now set a discount rule for all inventory items to a particular customer account. For example, you can set the Discount Type to "All Items" with 10% over Last Cost. IMPROVEMENT (POS): The introduction of variable item codes. A variable item code is a product code that is made up of multiple values in one single bar code. It is mostly used with specialized scales which produce a custom "on-the-fly" barcode for weighted items like deli meat, candy, produce, etc. When a varial item coded barcode is scanned at the point-of-sale, the product code and custom price are automatically entered. To activate, please see Setup... Application...Inventory... Variable Item Codes. NEW (Inventory Item): An inventory item can now have a markup/margin calculation value permanently recorded for each price level (based on a checkmark setting under the Options Tab). This option now works in conjunction with the Global Price Change feature to allow ManageMore to update pricing based solely on these recorded markup/margin percentages. NEW (Barcode Printing on Transactions): Most transaction forms now provide a printed bar code for quicker data entry use with the help of a bar code scanner. IMPROVEMENT (Order Entry): A stage can be associated to an email template. When a particular stage in the order process is completed, ManageMore will automatically send an email to the customer. There are many practical benefits to keeping your customers informed of where their order is in the production process. Utilize this email template to minimize customer phone calls and look professional too. IMPROVEMENT (Inventory Adjustment): Inventory Adjustment transactions now support back dating. IMPROVEMENT (Program Behavior): When changing the date on purchase receipts, disbursements, invoices, and payments, ManageMore will now provide a warning message if the date entered is a future date. This will help eliminate common problems that occur when the user intended to back date the transaction to last year, but inadvertently forgot to type the year. IMPROVEMENT (Company): A new Company Ship To Address is now available. This company ship to address now exists for all company locations you create. Its primary purpose is to provide a default alternate address for shipping when dealing with purchase orders. IMPROVEMENT (Sales Order Manager): A new "Ship By" date field can now be added to the Sales Order window for businesses that take orders in advance and want to record a committed customer shipment date. A default number of advanced days can also be defaulted on this field. See Setup... Application... Accounts Receivable... Display Fields... to turn on the Ship By date field. See Setup... Application... Order Entry... General... to change the default date for the Ship By field. IMPROVEMENT (Database): A simpler and more straightforward database purge process now exists under File... Maintenance... Purge Database. This replaces the prior purging method that existed within the Database Manager tools. Some additional files have been added to the purge process, as well as an option to purge customers that are not set as inactive but have had no activity in a very long time. IMPROVEMENT( Purchase Orders): Purchase Orders can now be initially recorded without a specified Vendor. You will also be able to easily change the Vendor associated to a P.O. as long as no item has been received against the purchase order. This new design is particularly helpful for those businesses who use the Drop Ship functionality of the program, as the software will now auto-generate P.O.'s regardless if a vendor is associated to an inventory item. You can then easily modify the P.O. afterwards with the vendor you wish to use. -----------------------------------------------------------------
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