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Visit this page often for the latest enhancements to
the ManageMore business software suite. We strongly recommend you
read all revision notes up to the last software revision you are
currently using.
Version 7.0 (revision B)
This revision brings about many improvements aimed mostly for the new ManageMore users. Much effort has been made to make the product easier for newbies just starting out with ManageMore.
In keeping with our scalable product design, we introduced many new switches that help hide away features that are unnecessary for small business owners just starting out or for businesses that will just never use such functionality. ManageMore Business Software can now be exactly what a business wants... nothing more and nothing less.
Improved Company Setup Process
Through a more intuitive interview view process, ManageMore now determines if your needs are Basic or Advanced and whether your business benefits from a multi-location design or not. By identifying the type of business you do (i.e. Retail, Service, Mail Order, etc.), ManageMore will identify the features that best fit and automatically activates/deactivates options for you.
The end result is that your company profile will create a better designed ManageMore with the features important to you.
Convenient Preview Button on all ManageMore Forms
Another improvement within the Setup area is the ability to preview the different form options on screen. This can be a real time saver for those who are adding a logo image or want to view a sample of the different page layouts we offer.
Easier to User Time Clock Settings
We have simplified the ability to quickly and easily assign an Employee to the Time Clock without having to jump through hoops. Within the Employee record, you will find a Timeclock Id field that you can use directly.
Miscellaneous Improvements and Fixes
1. A new Toolbar setting icon was added on the extreme right of the toolbar for quicker access to the Toolbar Setup.
2. The toolbar setup now allows you to cancel and exit without committing any changes.
3. The Inventory form layout was changed to better accommodate room and make it simpler to hide/unhide specific features not used. For example, the item Statistics Tab is no longer a tabbed section on the form. It is now accessible via the toolbar icon on the form. The images fields have been moved to their own tab. The GL account Fields have been moved onto their accounting tab.
4. Improved Disbursement Drill-Down at Purchase Receipt window. A new toolbar item was added to the Purchase Receipt to allow for drill down of all payments made against the bill.
5. Improved Day based Promotion Settings. You can now define a promotional discount that will occur on specific days of the week (e.g. Tuesday Special Only on Widgets, Buy 1 Get 1 Free).
6. Improved Inventory List and Item Lookup Window now show a small thumbnail image of the products. You can also highlight over the thumbnail image to expand the image view.
7. Newly designed Open Company WIndow. The new layout is simpler to understand for new users and supports the option to automatically select the company when only one profile exists.
8. New setting to hide item costs on inventory transfer and manufacturing work order related documents. See Setup... Application... Manufacturing... General Options... and Setup... Application... Inventory... Inventory Transfer...
9. Fixed an issue related to User-Defined Toolbar items. Custom Toolbar items that called external applications stopped working.
10. Fixed Purchase Order deletion problem that occurs when a Purchase Receipt does not complete properly.
11. Fixed report totalling issue that occurred with some GL reports.
12. Fixed Default Station problem introduced in V7.0 Rev A
13. POS Invoice Screen now provides an F11 hot key option for performing an Invoice Lookup.
14. Fixed minor problem with GL Reconciliations between ManageMore and the Auditor Edition.
15. Fixed issue with mail notification window and transparent window effect popping up and causing Terminal Services to slow down dramatically. The special effect on the window was removed under TS systems.
16. Fixed Sales Quote with item notes flaw. Upon re-editing a sales quote, item notes were not being allowed.
17. Fixed Sales History by Item Report. Long SKU Item codes were being cut-off on report.
18. Fixed Task Template flaw. When a task template was set to a specific contact method, the task was not properly selecting the value from the template.
19. New Billing Form Type 6 added which is a cross between Form 3 & 5 and allows for the larger logo image to fit properly.
20. Fixed tax issue when fulfilling partial sales orders. Under specific circumstances, a converted sales order to sales invoice would charge too much taxes when the sales order was prepaid and multiple partial invoices were generated against the sales order from backordered items.
21. Fixed custom sort on Invoice Table. When selecting a custom sort order on the Sales Invoice Table, nothing would show.
22. Fixed Duplicate SKU issue. It was possible to duplicate an SKU under certain circumstances when a new item was added and then quickly re-edited before use.
23. Fixed Pop Alert on PO's. The popup alert feature was not working correctly when an item code had an alert message.
24. Fixed Budget related issue. Under certain circumstances, the budget might get created with no information.
25. Fixed Disbursement Reversal problem that allowed the payment applied amount to be set to zero. This allowed the reversal to take place and void the original disbursement without reversing the vendor charges back.
26. Fixed Item notes issue not properly recording on sales orders.
27. Fixed Reverse Phone Lookup Feature. Internet site used to retrieve customer address had changed their system which required an update to ManageMore.
28. Fixed Unit of Measure with Purchase Orders. When using the Auto-Fill option, items with purchase unit of measure were not properly filling the UM column on screen.
29. Fixed Cellular Industry Module issue with Contract Date range. Ending Contract Date was not automatically computing with the correct ending date based on the contract terms.
30. Fixed Cellular Industry Module issue with Contract Date and Tracking New Commissions. Contract Date and Contract Type were not resetting after selecting to track new commissions.
31. Fixed loophole with returns of Serialized Items that are warranty expired. It was possible to bypass the password required entry that allows returns of serialized items only when the warranty expired (based on warranty expiration period).
32. Fixed problem with one of the Promotional Discount calculations. The Promotion "Buy xxx at $y, get more at z% off" was not calculating correctly.
33. Improved Alias Cellular Rate Plan. You can now duplicate the same alias cellular rate plan as long as it is for a different service provider. This allows for scenarios where a service provider in different markets has different structures for the same rate plan.
34. Changes made to Transaction Import feature with Ebay Selling Manager Pro. On 06/01/08, Ebay made a small change to the download file that affected how ManageMore interpreted the sales data. Adjustments were made to read the new file layout.
35. Change to Invoice screen now allows an invoice to be recorded with no items when Freight/Taxes are included on the transaction. This allows for special scenarios when you need to charge a customer separately for misapplied shipping charges or taxes.
36. Improved Prospect interaction with Customer Care. The toolbar item for adding New Prospects now interacts with Customer Care in the same manner that adding a new customer behaves.
Version 7.0 (revision A)
New Accounting Feature for Sales and Purchase Tax Transactions (i.e. VAT/GST)
For all our international clients in Canada, Australia, New Zealand, and the UK, you will be happy to know that we have finally released a tax compliant accounting solution that will work for countries that must manage taxes on both sales and purchase transactions.
If you have properly selected the correct country of origin within ManageMore, the program will automatically know to provide tax options on both purchase receipts and disbursements. As you create PR transactions, ManageMore will calculate the taxes on the items you purchased and also allow tax overrides if necessary.
When you are ready to submit taxes to your local government, simply run the ManageMore Pay Tax Wizard process (Activitities... Banking... Pay Taxes...) and follow the steps on screen. ManageMore will consider both sales taxes and purchase taxes and provide a convenient Tax Summarized Report which details the In and Out Taxes for you to use on your government form.
New Tax Inclusive Setting on Purchases
In addition to the improved tax features noted above, ManageMore has also included a convenient "Tax Inclusive" checkbox setting on purchase receipts / disbursements. Since it is impossible for you to control how your vendor invoices will be presented to you (i.e inclusive of tax or not), we have given you the option on a per transaction basis to enter bills according to your vendors bill layout. This tax inclusive setting makes it easy to enter bills that have taxes already calculated into each line item of the vendor invoice.
ManageMore automatically does the reverse tax calculations for you, so you can spend time on more important things. You will find this checkbox setting at the bottom of each purchase receipt / disbursement transaction.
New Automated Bank Account Reconciliation Feature
In this release, ManageMore now provides a convenient way to reconcile your bank register with your local Bank statements. Today, most banks can provide you an electronic IIF file format of your bank activity. By downloading this file and selecting it in the Bank Account Reconciliation process, you will dramatically reduce the time and effort involved in matching information between accounting system and bank statements.
There are also many bells and whistles that you can set up to make the process even smoother on subsequent bank reconciliations. For instance, you can assign rules to deal with consistent fees that show up on your bank statement from particular vendors. You can also correlate certain descriptions on the bank statements to match a different description in your accounting records. By spending a few moments on your initial bank reconciliation process, you can make subsequent reconciliations a simple 1 or 2 minute process.
Improved Email Features
This release introduces some easier lookup processes when sending an email out of ManageMore. A new drop list option has been added to the TO email address field when sending email. This drop list will appear any time a customer has multiple email addresses on file. The same goes for the FROM email address field as well. If an employee has been assigned to multiple email addresses, you can now quickly select the appropriate FROM email address from the droplist selection.
New ManageMore Offsite Edition (optional purchase required)
Have you ever wanted an inexpensive and simple way to record sales from an offsite location (e.g. Kiosk in a mall, trade show, seminar event, distant retail outlet, etc.) without the expense of connecting the pc remotely to your network?
Well, starting with ManageMore version 7.0, we now offer a special software license called the ManageMore Offsite Edition which can offer a cheap way to do this. Here's how it works:
1. Install the Offsite Edition software license at your remote location.
2. Use the Offsite Company Wizard found in your main ManageMore 7.0 license to create a synchronization file that will provide your remote location with all your inventory data to sell.
3. Transfer the synchronization file via email, CD, DVD, Flash Disk, etc. to the remote location using the Offsite Edition.
4. Import the synchronization file into the Offsite Edition software.
5. Begin using Offsite Edition as your point-of-sale or invoicing system.
6. At the end of your business day/week/month (or as often as you want your main location notified), export your sales from the Offsite Edition license and transfer file via email, CD, DVD, Flash Disk, etc. to your main ManageMore 7.0 license.
Your main ManageMore copy will automatically record all sales and update inventory information each time you import the data coming from the Offsite Edition license.
What happens if you have multiple locations that require this feature?
Not a problem. ManageMore 7.0 was designed to synchronize and import hundreds of Offsite Edition offices.
Improved GL Account Lookup
When doing a GL account search on any field throughout the ManageMore program, you will now be provided a more definitive table of choices related to the account kind (i.e. Expense, Income, Bank, Accounts Receivable, etc.). This will make it easier and slightly quicker to fill out purchase receipts, disbursements, inventory items and when performing general setup of the program.
New Help Advisor Feature
New ManageMore users will find the learning curve to our product to be a bit simpler with our new pop up Help Advisor feature throughout the program. Wherever applicable, ManageMore will invoke a pop up window to help educate new users on the uses and benefits of features in the program.
New Web-Based Ticket System Feature (requires eConnect CRM module)
A new ticketing system was added to the eConnect CRM system. Now, customer can not only retrieve their customer information online (i.e. account balance, invoice history, etc.), but they can also submit a trouble ticket to customer service. This adds a whole new level of automated service between the customer and your company.
Here is a brief rundown on how it works...
When a ticket is left by a customer, the ManageMore staff member will be alerted of the new ticket in the same manner they are alerted of new emails (a pop-up window in the system tray appears). Using the ManageMore organizer, the employee can view all new tickets and respond to them accordingly. As tickets are responded to, the system will automatically notify the customer via email that their ticket status has changed. This back and forth communication can continue until the ticket is officially closed by either the customer or employee.
Ticket history is also completely reviewable from the Customer Care Window as well.
Miscellaneous Improvements and Fixes
1. Improved Journal Entry changes. Within a Journal Entry record, it is now possible to make changes to the description and/or Journal Entry Id's which in turn will update the GL details. Modified records will reflect the the date of modification and the last employee who made those changes.
2. Improved Database Integrity process to correct out-of-balance GL accounts. In the event of database corruption, the In-Depth scan check can now perform a thorough verification of your GL to ensure that everything balances correctly. If a problem is found, the Database Integrity process will auto-correct any oddities found in your General Ledger.
3. Fixed issue in Finance Charges with All Unpaid Invoices. Older Unpaid Invoices were not being properly added to the calculation of the finance charges.
Do you still need to know about software revisions prior to the ones
mentioned above?
If so, please
click here
for older revision archives.
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