What's NewIn 10.0

Welcome to ComputerEase 10.0This manual will outline the changes made in the 10.0 Release

by ComputerEase Software, Inc.

10.0 is the newest and most comprehensive release ofComputerEase yet.

This manual will outline the changes from the 9.0 What'sNew document, point by point.

Summary List 3

What's New in 10.0

1 Summary List

Accounts Payable:¿ Added lien waiver printing process (by check) to reprint (or print new) waivers after checks are posted

¿ Revised Aging Reports to make Discount and Retention optional

¿ Added ability to make checking accounts Inactive

¿ Added Job Name to Invoice Approval Screen

¿ Added More Info to Payment Summary screen, including workers comp amount and Comdata paymenttotal

¿ Added PO Attachment option to displayed Open Invoice Reports

¿ Added option to send lien waivers to the clipboard instead of the printer

¿ Added several routing conditions, including specific phase or category, invoice description, non-routedinvoices

¿ Added G/L Period, direct pay to Invoice Approval lookup screen

¿ Added ability to pull Vendor Master List by vendor status

¿ Added ability to exclude payments made from specific checking accounts from 1099 totals

¿ Added options to view Open Invoice Report by Job, Phase or Category totals

Job Costing:¿ Added option to enter revised estimates in detail

¿ Changed "Only Report Items With Activity" Report prompt to include more options

¿ Added customer name and number to job lookup screen

¿ Added password setting to control if Enter Revised Estimates and Units Complete use job access code

¿ Gave Job Analysis its own password setting

General Ledger:¿ Added ability to reconcile Comdata accounts

¿ Added the Period To filter option to the account reconciliation screen

¿ Removed print date from title of printed financial reports (it is still in report info section)

¿ Added options to combine departments on departmental P&L reports

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ComputerEase Software, Inc.

Payroll:¿ Time Collection Module - Added manual edit screen for corrections

¿ Added ability to call Vacation time "PTO" on checks

¿ Added Labor Hours Exception Report

¿ Added Ledger Card by Department Report

¿ Added ability to pay a flat amount on a live check and direct deposit remainder to employee (usenegative in base amount for flat live amount)

¿ Added description from labor distribution to labor troubleshooter

¿ Added warning to payroll register if available sick hours are exceeded

¿ Added reason to Employee Raise History report

¿ Added company info and payroll period dates to emailed direct deposit stubs

¿ Enhanced Ledger Card by Job report to pull by State/Local

¿ Added worker class rate exceptions at worker class level

¿ Added YTD FUTA report

¿ Removed FUTA default rate so each company can set rate according to CPA advice

¿ Added check type to payroll check Summary Report

¿ Added Employee Absence Codes

¿ Added prevailing wage coordinator info for wage notifications

¿ Added per-quarter deduction option for unions

¿ Added employer-paid local taxes to payroll register

¿ Grouped cash fringes with other fringes on reports

¿ Added separate taxable flag for General Liability insurance in Deduction/Fringe setup

¿ Changed Employee Status in Employee Maintenance to lookup to prevent accidental change

Accounts Receivable:¿ Added "Nothing to Post" pop-up to Post to G/L when no postings available

¿ Added job number auto-complete throughout

¿ Added mark-ups by billing class to Quotes and Freeform Invoices

¿ Entire line is now highlighted in AIA/Unit Enter work completed

¿ Customer Receivables Inquiry now has several options for displaying ON ACCT transactions

¿ Added Aged Trial Balance by Job Excel Template

¿ Added ability to pull Customer Master List by Customer Status

¿ Enhanced Un-Posted Progress Billings Report

¿ Added ability to edit billings directly from Un-Posted Progress Billings Report

¿ Added better ability to edit assembly parts in quotes and freeform invoices

¿ Added ability to see owner change order number in AIA/Unit Billing

¿ Added option to exclude items 100% complete from AIA Worksheet

Summary List 5

What's New in 10.0

Inventory Control:¿ Added option to print detailed G/L posting report

¿ Added estimated on hand quantity when relevant to inventory adjustment screen

¿ Added user-defined fields for pull lists

¿ Added option to move Intangible items to separate tab in Item lookup

¿ Added checkbox to use Item Notes tab as item description

¿ Added PO ship to option for Work order site address

¿ Items on PO's created from pull lists now default to the vendor cost type

¿ Added several fields to PO template (vendor account number, bin number, vendor email)

¿ Enhanced import from Trade Services to use better description than previous option

Project Management:¿ Added contact type to the Job Contact List

¿ Added ability to have more than one meeting sequence per job

¿ Added Punch List Report by Job

¿ Added Daily Logs

¿ Added Daily Log Word Template

¿ Added Early Start, Early Finish, Late Start and Late Finish Dates to schedule (calculates "Float")

¿ Added option to "copy from job address" when creating a contact

¿ Added option in scheduling to only show the critical path

¿ Added Resource Conflict/Overbooked Report

¿ Added ability to make resource default hours other than 8

¿ Added ability to select multiple job groups when filtering schedule

¿ Added unposted labor to schedule

¿ Added ability to split activities into up to 99 sub-activities

¿ Added ability to print the schedule on a single page

Subcontract:¿ Added status of subcontract/change order to subcontract reports

¿ Added ability to filter subcontract reports by contract status

¿ Added printable lien tracking report

¿ Added Contact field to subcontract

¿ Added ability to lookup Architect/Project Manager/Contact from contact

¿ Added option when emailing bid invitations to email immediately without editing

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ComputerEase Software, Inc.

Service Management:¿ Added multiple work ticket formats

¿ Added ability to import items to work ticket from a quote

¿ Added ability to add all site equipment to a contract at once

¿ Added Unscheduled Work Order Report Excel template

¿ Added ability to reschedule all work orders for one tech/day

¿ Added option to generate work order screen to choose a board or tech

¿ Added Field Status for use with real-time updating with Web FieldEase

¿ Added ability for one service code to belong to multiple groups

¿ Added preview button on Invoice Now Window that prints Work Order Proof List for each work order

¿ Added better editing of assembly parts when entering work ticket items

¿ Added additional information to work order proof report (inventory location, tech ID, service date)

¿ Added ability to assign equipment to a work order

¿ Added ability to define work order instructions for each piece of equipment

¿ Added ability to default A/R department in scheduled service

¿ Added resolution per piece of equipment assigned to work order

¿ Added user-defined check-boxes to work order management center that can optionally be required tobe checked for invoicing

Tool & Equipment Tracking:¿ Added option to exclude weekends when calculating number of days to charge

¿ Added notes section to equipment transfer screen

¿ Added option to sort by Item number on returns and transfer screen

¿ Added Equipment Status Report by Cost Code

¿ Added separate password settings for Equipment Transfer and "Delete Invoice Batch"

¿ Added batch rental transfer screen to allow batches of transfers

Qtool:¿ Added A/R Cash Summary Report

¿ Added Vendor Master List with Year to Date totals

¿ Enabled keyboard controls when using Qtool reports

¿ Added fields to reports throughout

Summary List 7

What's New in 10.0

General System Changes:¿ Added command line options for ODBC setup

¿ Added CE version/release info to report headers

¿ Added Doctor option to zip data for support without attachments

¿ Enhanced the edit all user defined field input screens to display numbers as well as names.

¿ Allow Word to convert documents to PDF when possible instead of the installed PDF printer

¿ Added a log file for the email program

¿ Added the ability to disable an entire module in PW MAINT without disabling programs in othermodules that are shared

¿ Added the option to make scanned images use less disk space

¿ In imports, the same data can now be assigned to multiple fields

¿ There is a new toolbar for the main menu with larger icons

¿ There is a new toolbar for the clipboard with larger icons

¿ Added the ability to scan a document directly into the clipboard

¿ Enabled mouse wheel when viewing a scanned image

¿ Added a scroll bar for user field choice lookups when there are very many

¿ Enabled ability to select multiple files when using Add Link/Copy button when using attachments

FieldEase for Tablets:¿ Added checkbox to keep order open when sending ticket back to ComputerEase

¿ Added mapping to work order management window (choose between Google and Mapquest in workorder settings)

¿ Added Time Sheet by Job Report to FieldEase Payroll

¿ Added Time Sheet by Employee Report to FieldEase Payroll

¿ Added feature to save FieldEase reports directly to Reports module

¿ Added feature to save and edit reports when they are generated

¿ Added feature to email reports directly from FieldEase

¿ Added ability to type text onto forms

¿ Compressed the size of files sent between ComputerEase and FieldEase

¿ Added ability to re-submit completed work tickets (user will be prompted to overwrite info or skip)

¿ Completed Work Order report is now sent to FieldEase, along with Site History

¿ Added option to require signature to complete work ticket

¿ Added ability to enter notes with unit entries in the field

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ComputerEase Software, Inc.

FieldEase iSeries:¿ Added Payroll module, with Time Entry and Employee Absence entry to FieldEase iSeries

¿ Added Project Management module, with Daily Log and Punch List entry to FieldEase iSeries

¿ Added Service Management module, with work order entry to FieldEase iSeries

¿ Added Job Cost module, with Unit Entry, Pull Lists and Purchase Orders to FieldEase iSeries

And much more to come!!