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      Invoice Manager

      Quotes Manager

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About the v5.3 Upgrade

The core focus of the version 5.3 release was to address usability enhancements throughout the solution, improve reports, add more importing tools and give the interface a fresh update...
Simply put, we've made it even quicker and simpler to manage your projects, tasks and time, and whilst adding more functionality, have actually simplified the use of the solution - yet again!

Want to Upgrade?

Subscription Account Customers
You will automatically be upgraded to v5.3 for FREE as part of your plan. We will complete upgrades in a scheduled manner over the coming weeks.

Code Owners - Encrypted and Source Code
You are welcome to purchase an upgrade if you want to access all the new functionality and code. We can upgrade from v1, v2, v3 & v4 code. To upgrade, visit the v5 Upgrades Page for further information.

So What's New in v5.3?

APPLICATION Modifications
- Recreated icon and buttons for fresher feel
- Numerous display tweaks to simplify all screens

KNOWLEDGEBASE Modifications
- Added new 'Dynamic Live Knowledgebase'
- Knowledgebase added to both Application and Client Area

REPORTS MANAGER Modifications
- Added 'Staff Workload Schedule' report to manage staff assigned work and workload
- Improved speed of some reports

PROJECT MANAGER Modifications
- Added detailed 'Audit Log' to Project Details Page

CONTACTS MANAGER Modifications
- Added 'Contact and Company Importing'
- Split 'Contacts Page' and 'Companies Page'
- Added multiple delete option'

v5.2 Modifications

PROJECT MANAGER Modifications
- 'Move Task' feature added to 'Project Details' page. This feature moves tasks and time records to another project
- 'Copy Task' feature added to 'Project Details' page This feature copies the task structure to another project
- Expenses Total added to top of 'Project Details' page
- 'Print Tasks' report modified to include descriptions
- Added 'Sub-Tasks' to the 'Project Details' page
- Added 'Project Importing'
- Added the 'Project Timeline' to the 'Project Details' page

TIME MANAGER Modifications
- Added 'Project Name' to the task list on the Calendar page
- Added 'Project Name' to the popup task list on the sidebar calendar

CONTACTS MANAGER Modifications
- New Contact Redirect Issue sorted
- Contact deletion process modified to disable login
- Added contact export to CSV
- Added 'Contact Importing'

REPORTS MANAGER Modifications
- “Summary of Projects to Invoice” report improved
- Modified all reports to export to CSV
- Added 'Project Number' to all Task reports
- Improved all reports filtering and displays

PERSONAL SUMMARY Modification
- Added 'Project Name' to the task list
- Added option to turn the java-alerts on/off

Client Area Modifications
- Added Timeline to Project Page

EMAIL ALERT Modifications
- Email Alerts 'FROM' variable on app_globals modified to avoid spam filters
- Plain Text Email Alerts – ‘Reply To’ address modified to avoid spam filters

MISCELLANEOUS Modifications
- All 'Name Lists' reordered alphabetically
- Added Mouseover row highlights throughout
- Added 'Bad Login' note

v5.1 Modifications

The 5.1 release was a minor fix release for a few teething problems in the v5.0 release. Mostly the fixes were cross-browser issues or small interface modifications. No new functionality was added in this release.

v5.0 Modifications

Project Manager Modifications
- Project Managers ‘View All’ as default
- View/Edit 'Deleted' projects

Time Manager Modifications
- New ‘Whats Coming Up’ section
- New Mini-Calendar under navigation
- New Calendar page! - (View Screenshot)

Contacts Manager Modifications
- View/Edit 'Deleted' contacts

Reports Manager Modifications
- Reports page redesigned
- Report filtering rewritten

Client Area Modifications
- Quotes appear in Client Area
- Fixed ‘Edit Profile’ page

Personal Summary Modification
- Modified 'Personal Summary' page
- Added 'Whats Coming Up'
- Added 'Edit Your Profile'
- Added 'Edit Calendar Settings'

Application Settings Modifications
- Added Calendar color settings

Email Alerts Settings Modifications
- New alerts for dependent tasks
- Added ‘Start / Stop Alerts’ feature

Miscellaneous Modifications
- Code rewritten to eliminate refreshes
- WYSIWYG Editors throughout (Mac/PC)
- New DHTML date selectors throughout

Quotes Plugin Modifications
- Tweaked Search Filters

Invoice Plugin Modifications
- Tweaked Search Filters

& much more....

Recent v4.0 Modifications

Project Manager Modifications
- Added Project Search Option
- Multiple Client Contacts on Project
- Add Multiple Tasks
- Quote to Project Autonumbering
- Projectnumber Variable Fix
- Allocated Task Time Hilighting
- Dependant Workflow Templates

Time Manager Modifications
- Added Task Search Option
- Display Tweaks
- Categorized Tasks List
- New Timeline Page! - (View Screenshot)

Tasks Manager Modifications
- Added Task Search Option
- Categorized Tasks Page - (View Screenshot)
- Display Tweaks

Notes Manager Modifications
- Added Notes Search Option
- Print Friendly Styles

Reports Manager Modifications
- Export and Email Reports
- Date Started fix to all Reports

Developer Settings Modifications
- Time Zone Adjustment
- Projects Variable (Change the term 'Job' throughout the app)

Application Settings Modifications
- Database Backup, now to SQL .BAK file
- Auto Numbering Designer- (View Screenshot)
- Default Project Task Name
- Add User on Login Page setting
- Client 'View All' permission
- Client "View Quotes and Invoices" permission
- Client 'View Time Spent' permission
- Dependant Workflow Designer!

Miscellaneous Modifications
- New License Controller (for Code)
- File Upload Security Settings
- Resizable popup windows
- Record View Numbers
- Timer Icon Modification (Clicking starts timer)
- Personal Summary Page - Last 5x Items
- Login Screen License note
- Login Screen Add User- (View Screenshot)
- Removed "Tax Put Aside" Option
- Default Sort Order- (View Screenshot)
- Filtered View Setting ('View ALL' as default)
- Icon Alt Text Throughout

Quotes Plugin Modifications
- Client Area View
- Past Quotes Search Filter

Invoice Plugin Modifications
- Past Invoices Search Filter
- Misc Minor fixes

& much more....