what's new in accountscout - fake brains

What’s New in AccountScout.Net

Version 2021.0 Changes, (Nov 2021)

Summary The major new functionality in this release includes the following:

• Reports may now be Memorized and Scheduled for automatic email delivery.

• Created a new licensing manager that provides for the following enhancements over the prior licensing manager:

o An admin user may view all active user sessions and terminate unused sessions to free licenses.

o An admin may create license pools and assign users to those pools to distribute license usage.

▪ For example, a license pool for “sales reps” can be created for 10 sales reps sharing say 5 licenses.

o The license manager is accessed via the cloud removing the need for network shares that are visible for all

users.

o Allows for running a 64-bit version of AccountScout.

• AccountScout 64 bit is now available for users of the new Cloud Licensing manager.

• A cloud-based log tool has been created to help in troubleshooting.

Upgrade Notes • The database schema is upgraded during this release, so all installed web services for Classified Order Entry and the

AccountScout Mobile App need to be upgraded during the roll out of this release.

Recommendations and Things You Need to Do After Upgrading Following is a list of things that you need to do, or recommendations pertaining to this upgrade:

• Contact Fake Brains support to obtain a new license key for converting to the new Cloud licensing manager.

o The x86 version of AccountScout is required to convert to the Cloud license manager.

o After the conversion, all users may install and use the x64 version of AccountScout.

• Contact the Fake Brains sales team to unlock the Report Scheduler Module and to obtain an AccountScout API key for

cloud-based scheduling and logging.

User Permission Related Changes When upgrading the database, the new permissions are automatically assigned to roles with similar permissions as follows:

• Release User Sessions Tool menu: Assigned to roles with permission to open the “Assign Sales Reps Tool.”

• Release User Sessions Tool – Terminate a Session: Assigned to roles with permission to open the “Assign Sales Reps

Tool.”

• Cloud Licensing Allow Multiple User Sessions: No roles are assigned to this permission during the upgrade.

o This new permission is available when using the new “cloud” licensing model. When set, a user may have

multiple AccountScout sessions open, consuming multiple licenses. For users without this permission, they

cannot have more than one AccountScout session active at a time.

• Report Scheduler Tool - Show all Users: Assigned to roles with permission “Reports: Include all Users”

o This new permission allows for viewing scheduled reports for all users, otherwise, only the current user’s

scheduled reports are displayed.

• Scheduling Reports – Allow External Email Addresses: Assigned to roles with permission “Reports: Include all Users”

o This new permission allows for entering external email addresses when scheduling a report for email

delivery. Users without the permission may only email the scheduled report to themselves and other

AccountScout users having an email address.

• Scheduling Reports – Allow Selection of ‘Render As’ User: This permission should be used sparingly and is not

assigned to any roles during the upgrade.

o This new permission allows for the selection of a user for which a scheduled report is to be “run as” when

the report is rendered. The default is the user who creates the scheduled report.

• Log Tool – Open: Assigned to roles with permission “Tools: Assign Sales Reps”

o This new permission determines whether a user may open the new Log Tool for viewing log entries.

General Changes • Main Search Bar: Added Advertiser and Contact search for Addressee as well as a search on Street1 and Street2.

Fixed Defects • Retail Order Screen: When scheduling runs and incrementing image numbers “each week” the image numbers were

negative when the runs spanned a second calendar year.

• Classified Import Batch: Imported ads containing images were not correctly saving the ad height with the order and

the runs.

Report Changes • 7.3.1z End of Month has been removed. Report 7.3.1 Bookkeeper End of Month replaces it.

• Added the capability to render the following reports with some or all tables expanded to show details:

o 6.5 Sales Rep Dashboard

o 7.2.1 Manager Dashboard

o 7.3.1 Bookkeeper End of Month

Version 2020.3.3 Changes, (Aug 2021)

Summary This is a small release to fix defects.

Fixed Defects • Classified Order Screen: In some scenarios a “Culture is not supported” error occurred when loading an order.

• Classified Export: When exporting PDF builder ads, the ClassifiedDisplayAd Separator was not getting included in the

tagged output.

Optimizations • Activities: When displaying a table of activities, the memory footprint has been reduced. Activities that contain text

formatting and graphics no longer consume large amounts of memory.

• Classified Orders: When displaying a table of classified orders, the memory footprint has been reduced.



Fixed Defects • Main Dashboard: The Email Activity and Proof Status tiles could be not be closed when opening a new AccountScout

session.

• Main Dashboard: In some scenarios, the Email Activity tile was consuming unnecessary memory causing out of

memory errors in AccountScout.

Version 2020.3.1 Changes, (Jul 2021)

Summary This is a small release to fix newly introduced defects related to the Deal Maker.

Fixed Defects • Deal Stages: When running against a MySql database this screen could not be loaded due to an error.



• Deals: We’ve introduced the concept of sales “Deals.”

o Using the new “Deal Maker,” a sales rep or manager can quickly view the stage of all active deals in one or

more pipelines.

• Calendar Invites:

o Email calendar invite with an ICS file attachment for meetings with advertisers

o Email appointments to your own calendar from the Activity screen.

• Basic Retail Pagination: We’ve introduced our new basic retail pagination capability. The Retail Export has been

enhanced to make laying out your publications more efficient direct from AccountScout without purchasing an

external pagination tool.

o Move unanchored Ad or “block place holders” from an InDesign bridge document onto the publication

page.

• Unanchor Classified Ads:

o Classified Exports: Export classifieds as “unanchored” objects.

• Retail Order Screen Enhancements

o Added capability to update specific attributes of a scheduled run rather than the entire run.

o Updated the screen’s look and feel.

Upgrade Notes • The layout for all forms having a ribbon bar is reset upon first launch for each user.


• Settings: Added a new ProofScout setting ("Card Changed by AS User Label”), on the Digital Asset Mgr tab.


• Deal Maker main menu: Assigned to roles with permission to open the Marketing Campaign Tool.

• Dashboard Activities Tile: Assigned to roles allowing permission to open the “Activity Manager”

• Dashboard Deals Tile: Assigned to roles allowing permission dashboard “Price Quotes” tile.

CRM Related Changes • Main Dashboard: The following new tiles are available:

o Deals: A new tile is available showing Deals that when double clicked, opens the Deal Maker Dashboard

with deal details.

o Activities: This new tile shows activity information, that when double clicked, opens the Activity Manager

with the activity details.

• Activity Manager Tool:

o Do not auto-refresh the loaded activities when the date or filter values change. The user must now click the

refresh button.

o Email tracking results are now loaded in the background to avoid blocking the UI. When finished loading the

results are displayed within the appropriate columns of the Open and Closed activity tables.

o Activities are now loaded in the background so the UI isn’t blocked when retrieving large amounts of data.

o Removed the “up to today” button as a date range option to prevent large loading times.

• Activity Screen:

o Email an Appointment to Your Calendar: Added an option on the activity screen to email an appointment

to the currently log in user’s calendar with an optional reminder.

o Reduced the time to load the screen when the Personal Email Tracking (PET) module is enabled and there

are activities in the side list associated with tracked emails.

• Send Email Dialog: Calendar Invites

o Added the capability to attach a calendar invite to the email for scheduling meetings and appointments with

advertisers.

• Marketing Campaign Tool:

o Contacts and advertisers are now displayed on “pages” of 500. This reduces load times and memory

consumption when thousands of advertisers and contacts are returned in the query.

ProofScout Changes • ProofScout Viewer: The following defects were fixed:

o An error occurred when clicking on a proof that does not have an associated Order Image record which

contains the Trello card id.

o The ProofScout viewer record was not getting deleted when all runs for the image are deleted or cancelled

from the order.

• ProofScout Viewer: Added another Trello label setting (Settings: Digital Asset Mgr: Card Changed by AS User Label) to

assign to Trello cards when a user updates a card or uploads a graphic.

o This helps the production team identify card changes or know when a graphic is uploaded.

Production Related Changes • Classified Export:

o Classified ads can now be exported as “unanchored” for xTag exports.

o Classification category titles can be exported as “boxed” to allow for easier formatting.

o Renamed the "Town news" export to "Town News, Creative Circle (xml)" export

• Retail Exports: Ads can be exported as “unanchored” that can be moved from an InDesign bridge document onto the

publication page.

o Ads without ad copy are exported as a “block” with the ad’s actual size.

• Retail Exports: <Defect Fix> Fields for column, gutter, and page size were being displayed for export formats that

didn’t use those values.

Store ‘N Send Changes • Documents can now be associated with a Deal.

• Classified Order Email Templates: Added CurrentUserEmailSignature, and current user name merge fields

• Document Screen: <Defect Fix> updating a document link was not working properly.

Marketing Campaign Related Changes • Exceeding Subscriber Lists Allowed: MailChimp free accounts now allow for only 1 subscriber list, referred to as an

Audience.

o The MailChimp error message that occurs when attempting to create a Subscriber list was modified to

reflect that this is often due to the MailChimp account maximum number of audiences being exceeded.

• Advertiser Screen: <Defect Fix> In rare scenarios an error occurred when checking MailChimp campaign results for

an advertiser.

General Changes • Modified ribbon bars and color scheme on screens containing a ribbon bar.

• Advertiser Screen: Updated the color scheme and ribbon bar icons to a newer look and feel.

Fixed Defects • Miscellaneous Order Screen: When entering an order without a publication a sales tax related error occurred, even

though the selected Sales Type is not taxable.

• Activity Quick Note: When resaving a Quick Note an error occurred saying the start time must precede the end time.

• Classified Order Screen: The screen was opening as a mixture of Pdf Builder and Classic mode.

• Retail Order Screen: Price Adjustments were not properly taking into account Feature amounts.

• Retail Order and Classified Order Screens: Quick Payment amounts were not calculating properly if cancelled runs

were scheduled.

• Advertiser Screen: When adding a new contact with the contact’s advertiser screen opened, the contact drop list for

the associated advertiser is erased, or it changes the selection to a different contact.

• Define Retail Contract Rate, and Agreement Screens: Values beyond $999,999 were not allowed.

• Define Billing Office screen: The Invoice and Statement email tabs did not scroll properly.

• Marketing Campaign Tool: In some cases, an error occurred when too much data was loaded.

• Contact Form: In some cases, selecting the Delete Phone or Delete Email menu option was not performing the

deletion.

• Legal Affidavits: Merge fields OrderFeaturePrice, and QuoteFeaturePrice were not displaying a value of zero.

• eTear Hosting Tool: <Defect Fix> In some scenarios, replacing a document was not working properly.

Fixed Report Defects • 3.2.1, 3.2.2 Retail Insertion Orders: In some cases, the Insertion Order was being split unnecessarily onto two pages.

Report Changes • 4.4.1 Classified Orders: Updated the look and feel.


Summary This is a larger maintenance release to add new functionality.

Accounting Related Changes • Merge Advertisers Tool: Now advertiser types are also merged.

Classified Related Changes • Classified Order Screen: Added an “Email Order” button that initiates an email to the advertiser, with an option to

create and attach a Pdf of the current classified ad displayed on the order screen.

Store ‘N Send Changes • New Store N Send Template Type: New Email Classified Order template, which is available when clicking the "Email

Order" button on the Classified Order screen.


Summary This is a small release to fix newly introduced defects related to ProofScout.

Fixed Defects • ProofScout Emails: Not all merge fields were getting populated such as Description within a ProofScout email

template when sending automated proof emails.

ProofScout Changes • Image files associated with more than one retail order are now moved to a “Duplicate Orders” folder and an error is

reported.

• ProofScout continues to process image files after an error occurs with a particular image file. Previously, the process

halted, resulting in a “log jam” of file.


Summary This is a small release to fix newly introduced defects related to ProofScout.

Fixed Defects • ProofScout Viewer: Could not upload digital asset files or create a Note for Trello cards in the proofing stage.

ProofScout Changes • Added the date to the timestamp prepended to the Trello card Description when a proof is uploaded.

Version 2020.2 Changes, (Jul 2020)


• eTear Hosting: The introduction of the eTear Hosting module allows for the uploading, storage, and managing of

electronic tear sheets within the Fake Brains cloud.

• ProofScout Viewer: Added much functionality to include the uploading of digital assets, creation of notes, the display

of Trello card information, and the capability to view ads not yet in the proofing process.

• Emailing Receipts: Simplified the process to email a payment receipt to an advertiser.

Upgrade Notes • The database will be upgraded in this release.

o As soon as the database is upgraded, the Mobile App and Classified Order Entry web services need to be

upgraded as well.

o The ProofScout service running on premise also requires this upgrade.


• Settings: If using ProofScout, select the Trello list for the new “Ads in Composing” setting.

Accounting Related Changes • Payment Screen: Added an Email Receipt button to render the receipt as a PDF and attach it to an email for sending

to the advertiser.

ProofScout Changes • ProofScout Viewer changes:

o Added the capability to upload and display digital asset files to the Trello card associated with the selected

ad.

o Added the capability to prepend Notes to the Trello card description.

o Ads not yet in the proofing process to include “new ads” and “ads in composing” can now be displayed in

the viewer.

o Counts for New Ads and Ads in Composing are displayed.

o Added the display of Trello card Description, Attachments, and Comments for the selected ad.

▪ Attachment graphic files can be viewed and managed within the ProofScout viewer.

Production Related Changes • <new> eTear Hosting Module: This module allows for storage of electronic tear sheets within the Fake Brains cloud.

• <new> eTear Hosting Tool: This new tool allows for uploading and managing electronic tear sheets to the Fake Brains

cloud that is accessible within eTear emails to customers.

Fixed Defects • ProofScout Viewer: An error occurred when attempting to load an ad or proof without an associated sales rep.

• Settings Screen: Resolved scrolling issue.

Other Changes • Settings: Added a new setting for a “In Composing” Trello list.

Version 2020.1.1 Changes, (Jun 2020)

Summary This is a small release to fix newly introduced defects, and to add features to ProofScout.

ProofScout Related Changes • Ready to Publish Files: Files that circumvent the proofing process and go directly to “ready to publish” status now

show up in the ProofScout viewer.

• Ready to Publish Drop Tool:

o Added the capability to copy files to a 2nd on premise repository, when the ProofScout service runs on a

local computer.

o Trello cards are now moved to the “ready to publish” list even if the card did not go through the proofing

process.

o Changed the background color of the screen to light green to make it easier to distinguish from the Ready to

Proof Drop Tool.

• ProofScout Viewer: Now images are displayed for “done” ads that have been copied to the retail repository.

• ProofScout Service: Added a command line switch to email error messages to Fake Brains Support.

Report Changes • 2.5.1.5 Payment Receipts: Removed the Payment Authorization Signature area from the bottom of the report.

Version 2020.1 Changes, (May 2020)


• The introduction of the ProofScout module used for emailing and tracking ad proofs with advertisers.

• Personalized Emails may now be scheduled to be sent at a date and time in the future with the Personal Email

Tracker module.

• The new Ready to Publish Tool allows for press ready ads to be easily uploaded to the retail repository.



upgraded to Version 2020.1.

• If wanting to use ProofScout, call the Fake Brains team for pricing and to help with installation and configuration.


• Install and setup the new ProofScout module.

o Configure new ProofScout related Settings.

o Install asProofScout on local server if necessary, to monitor a production “ready to proof” and “ready to

publish” hot folders.

CRM Related Changes • Sending Personalized Emails: These emails can now be scheduled (if using the Personal Email Tracker module) to be

sent at a date and time in the future.

Retail Order Related Changes • Retail Export: Added a new Xml export option for exporting retail ads to digital platforms.

Production Related Changes • New ProofScout Module: ProofScout can now be used to automatically email ad proofs to advertisers on from their

sales rep.

o ProofScout Viewer: Sales reps can use the new ProofScout viewer to monitor the production and proof

status for ads being designed.

o Proof Status Tile on Dashboard: A new tile on the dashboard will show the real time status of ad proofs

associated with advertisers for which the user has access.

• Ready to Publish Drop Tool: This new tool allows for “press ready” files to be dropped onto this window to

automatically place those files in the appropriate retail repository folder.

General Changes • Production Main Menu: The Tools menu has been split to move the production related menu items to the new

Production menu.


• Dashboard Proof Status Tiles: Assigned to roles allowing permission to “Dashboard Open”

Fixed Defects • Retail Export: The NewsEngin export. The Id was missing the “_ImageNumber” component required to identify the

corresponding ad copy file.

• User Form: Reduced the load time for user accounts.

• Main Dashboard: The following defects were fixed:

o The MailChimp and Email tiles could not be hidden unless an API key was entered in the Settings.

o Added scroll bars to the Tiles panel.

Version 2020.0.2 Changes, (Apr 2020)

Summary This is a small release to fix newly introduced defects:

Fixed Report Defects • Report 4.3.6 Classified TFN Orders: The report could not be displayed because of an error introduced in V2020.

Version 2020.0.1 Changes, (Mar 2020)

Summary This is a small release to fix newly introduced defects and to add minor functionality.

Upgrade Notes • After applying this upgrade, a Fake Brains team member needs to run a query to clear the MailChimp log records.

o This will happen automatically with the next upgrade that requires a schema change.

Significant Changes • Marketing Campaign Tool: Following are the major changes:

o The campaign result data is now saved to and loaded from the AccountScout database instead of from

Mailchimp (which should speed up campaign result load times significantly).

o The user interface is no longer blocked when loading campaign results, so the user is free to continue

working in AccountScout while the results are loading.

• Retrying Failed Database Queries that Retrieve Data: AccountScout will automatically retry the query after waiting 3

seconds rather than reporting the error and halting the process. If the query fails again, an error is reported.

Fixed Defects • Send Email dialog: The following defects were fixed:

o When right-clicking Email Advertiser from the advertiser side list (from the main executive) the Send Email

dialog is not always displayed in front of the main executive.

o When selecting an Advertiser Email Template, Aging merge fields were not getting populated.

o The merge field values were sometimes retained the blue font.

o Inactive advertiser email templates were showing in the drop-down list

• Store ‘n Send Document Screen: The following defects were fixed:

o When Sending email from the Document screen, unchecking "Attach document" still attaches it to the

email.

o When sending an email, the advertiser for the loaded document is not already selected in the list, even

though the contacts list is populated with the contacts for the advertiser.

o When loading an unsupported document format for viewing such as an InDesign ".indd" file, a "not

available" message was displayed without the filename.

• Define Document Templates Screen: The custom spell check dictionary was not working properly.

• Document Category Screen: A user was allowed to delete a leaf category that contains documents.

• User Email Settings Screen: The following defects were fixed:

o Sending a Test Email required the screen to be closed and reopened. Now the User record is automatically

saved when clicking the "Send Test Email" button.

o After saving email changes the user had to logout of AccountScout for the changes to take affect when

sending an email.

• Mailchimp Dashboard Tile: Not all campaign results to show clicks, opens, and sends were included in the

counts.

Other Changes • Document Category Screen: Updated the look and feel of the side list to be more readable by formatting the main

categories and indenting the sub categories

• Classifications Screen: Updated the look and feel of the side list to be more readable by formatting the main

categories and indenting the sub categories.

• Activity Screen: Added the display of up-to-current time tracking counts and last open/click for email activities.

Report Changes • 7.6.1, 7.6.2, 7.6.3, 7.6.4 - Publication Analysis reports: were modified to provide options to exclude cancelled runs.

The default is now "All runs Except Cancelled, and Non-Invoiced."

Version 2020 Changes (Feb 2020)

Summary This is a very large release with lots of new functionality that is too much to describe here! We will be releasing videos and

hosting webcasts to describe the new capabilities. Reach out to us for more information and resources.

The major new functionality in this release includes the following:

• Store ‘N Send: This new product has been embedded within AccountScout. It’s free for up to 5 GB of

AccountScout cloud storage! See the details below.

• MailChimp Campaign Results: Now AccountScout downloads and stores campaign results to allow for quicker

interaction and to store the results for long-term safe keeping.

o A new dashboard tile allows for a user to quickly see the latest advertiser interactions across all

Mailchimp email campaigns.

• Personalized Email Tracker Module: This new module, (available for a small monthly fee) allows for users to see

open and click activity with emails they send directly to single advertisers and prospects.

Store ‘N Send Integration This new product that we have created and integrated into AccountScout allows for the creation, uploading, storage, emailing,

and sharing of documents within AccountScout. You really need to see a demonstration of this to understand the power

behind it! Following are the high points:

“Store”

• Storing Documents: Users may create their own documents within AccountScout similar to MS Word, or they may

upload any file into the AccountScout cloud.

o Documents created within AccountScout are saved directly in the database.

o External documents are saved in the AccountScout Microsoft Azure cloud.

• Document Categories: Much like Classifications in your Classified Ad section, you can now create multi-level

categories for organizing your Advertiser and Company documents.

o Each document, whether it’s uploaded or created within AccountScout is assigned to a “Document

Category”.

• Document Search: All documents created within AccountScout are fully searchable. Also, all text is extracted from

PDF and Word documents that you upload to the AccountScout cloud which are included in full text searches as well.

o Fast Text Searches: Similar to the Advertiser search pane, the document search is fast as well!

• Document Templates: When creating a new document, such as a contract or proposal, users may select a template

that may contain Merge Fields for auto-populating information about the Advertiser.

o Templates Associated with Document Categories: The templates that are available depend on the selected

document category, and its parent categories.

• Document Restrictions: Users must have the appropriate permission to access a Document Category, and those

documents within it.

“Send”

• Send Direct Emails: Users may now send personal emails formatted with rich text, graphics and attachments direct

from AccountScout.

o Selecting Recipients: Select the advertiser and their contacts that should be included in the email with

single clicks.

o Attachments: Search for and select documents and files to attach to the email by simply “checking off”

those documents to include.

▪ Documents created within AccountScout are automatically converted to PDF and attached to the

email, or you may have AccountScout create a PDF, upload the document to the cloud, and create

a shareable link to embed in the email.

o Activities: An Advertiser or Contact activity may be created with the formatted content of the email, the

list of recipients and list of attachment names.

o Office365 and Gmail Accounts: Emails sent through AccountScout show up in your normal “sent items” if

Office365 or Gmail manages your email account.

• Personalized Email Tracker Module: The addition of this new module (for a nominal monthly fee) allows for each

AccountScout user to track recipient opens and clicks of their personalized emails much like with mass emails sent

through MailChimp.

o With Store ‘N Send, document links can be created for “clouded documents” whose clicks can be tracked

directly from AccountScout.

• Email Templates: Users may select email templates created by administrators for sending emails formatted with rich

text, graphics and attachments direct from AccountScout.

o Merge Fields: Similar to “merge fields” in MSWord, fields can be inserted into the email template to auto-

populate information such as the advertiser’s company name, contact name, account balance, etc.



upgraded to Version 2020.

• The classified custom spell check dictionary is now stored in the database. The shared dictionary file is opened during

the upgrade and added to the database.

o Make sure the “User Dictionary” path is valid (as specified in the AccountScout Settings: General tab), or an

error will occur during the upgrade, providing an option to continue without importing the dictionary.


• Set role permissions for the newly created permissions (see below).

• User Email Accounts: Setup email accounts for each user on the “User” screen.

o Users may enter their own email user name, password and signature on the new “User Email Settings”

screen.

• Email Tracking: Decide if you would like to track opens and clicks for personalized emails.

o If so, contact Fake Brains to obtain “Personal Email Tracker Module” API key.

• Settings: Following are new settings that you should review.

o Email Tab: The “SMTP Mail Server Settings” are now used as the default settings for AccountScout User

email accounts.

▪ Enter settings for “Generate an Activity After Sending Personalized Emails”

▪ Enter the “Personal Email Tracker Module” API key if provided by Fake Brains.

o Accounting Tab: Enter “First Month of Year” for displaying data within a fiscal year in the main Dashboard

charts and tiles.

o Retail Export Tab: You may enter values for the new “Default Column Size” column and gutter widths.

▪ This is currently used only for the NewsEngin retail export, but may be expanded in other areas in

the future.

o Classified Orders Tab: The “Classified Text Custom Spell Check Dictionary” that was imported during the

upgrade is displayed in the drop list.

Accounting Related Changes • Dashboard Fiscal Year: Tiles and Charts on the main dashboard are now for the Fiscal year as defined by the “First

Month of Year” setting.

• Generating Affidavits – Excluding Publications: Publications that are not selected in the Publications filter (if a

publication filter is applied) are excluding from the run and order information displayed within the affidavit.

• Generating Affidavits: Long ads are now split into multiple columns to better utilize the space and make them more

readable.

• Statement Navigator: Added a “Resolve Holds” button as the first item in the flow diagram.

CRM Related Changes • Activity Screen:

o Notes may now include formatted text and graphics.

o Added columns to the table to see the tracking information for activities associated with an email.

o Added the capability to search the Title and Notes text of activities for the selected advertiser.

o Optimized the screen real estate in the default layout and moved the Notes to the right side of the screen

vertically.

o Misspelled words can be added to a custom spelling dictionary for sharing across users.

Dashboard Changes • Email Activity Tile and Click-Through Dialog: This new tile associated with the “Personalized Email Tracker Module”

shows Open, Click and Sent counts for the user’s direct emails.

o Clicking on the tile opens a dialog that allows for seeing “who” clicked, or opened an email.

o The user will see results for only activities assigned to themselves, or “all users” based on their privilege.

• Mailchimp Activity Tile and Click-Through Dialog: The new tile associated with all Mailchimp campaigns, shows

Open, Click and Sent counts for the dashboard period.

o Clicking the tile opens a dialog that allows for seeing the detail on “who” interacted with one or more email

campaigns.

o The user will see results for only the advertisers for which s/he has privilege based on their permissions.

Classified Related Changes • PDF Builder Ads:

o Basic “Excel-like” formulas can be inserted into tables for doing basic computations.

o When scheduling runs, the ad height is “snapped” to fit the content if the height has not yet been snapped

or changed by the user.

Production Related Changes • NewsEngin Retail Export: Added a retail export option for the NewsEngin pagination system.

General Changes • User Email Settings Screen <New>: This new screen allows for users (with privilege) to enter their email user name

and password to setup their email account.

o They may also create their own richly formatted signature to include at the bottom of their emails sent from

AccountScout.

• Spell Check Custom Dictionaries Screen <New>: Available on the Define menu, this screen allows for the creation

and editing of words in a custom dictionary, shared by all users.

o There are two dictionaries that can be selected on the Settings screen. One for Classified Ad Text and one

for general activities, documents and emails. These are automatically created and assigned during the

database upgrade.

• Main Search Tool: When searching on email or phone number, the matching Contacts now include the Advertiser

Name.

• Define Document Templates Screen: This screen is now used to define Email and Document templates in addition to

Affidavit templates.

o This menu item was moved from the Define menu to the Store ‘N Send main menu.

• Main Dashboard: Changed the overall look and feel.


• Dashboard Email and Mailchimp Activity Tiles: Assigned to roles allowing permission to “Dashboard Open”

• Define - Spell Check Custom Dictionaries menu: Assigned to roles with permission to “Define Menu”

• Report 8.10 Document Categories: Assigned to roles with permission “8.x Setup”

• “Store ‘N Send” main menu: Assigned to roles with permission to “Advertiser Form: Open”

o Templates menu: Assigned to roles with permission to the “Define Menu”

o Categories menu: Assigned to roles with permission to “Define Menu”

o Documents menu: Assigned to roles with permission to “Advertiser Form: Open”

• “User Email Settings” main menu: Assigned to roles with permission to “Advertiser Form: Open”

Fixed Defects • Advertiser Search Panel: When searching for an advertiser, the characters ‘[‘ and ‘]’ were causing an error.

• Docking Panes: A new defect was introduced in 2019.1, when docking panes to the left or right of a form, they were

being docked to the opposite side.

• CMYK Pdf Builder Classified Ads: In some cases, large PDF builder ads exported as CMYK produced missing lines in

the resulting Pdf file.

• Classified PDF Builder Ads: In some cases, the ad border width is not retained.

• Classified Ad Proof: Ad proofs for long classified ads were getting cut off.

• Classified and Retail Order Screens: An error occurred when scheduling runs without first selecting an advertiser.

• Main Dashboard Charts: In some scenarios when hovering over a bar in a chart, the text was displaying to the right

of the bar and getting cut off.

• Merging Advertisers: In some cases, merging two advertiser accounts was causing an error “updating members in

Mailchimp.”

• Retail Order Screen: When a pdf document is in the process of rendering and the form is closed, an error later

occurred and AccountScout was closed.

• Sales Rep Screen: An error occurred when opening the screen when a DPS dam is defined in the Settings.

New Reports • 8.10 Document Categories: This report shows the categories defined for classifying Store ‘N Send documents.

Fixed Report Defects • 3.4.x Retail Analysis, 3.5.x Retail Production: Removed the “as of date” option from these reports, since it had no

effect on the report.

• 4.2.1, 4.2.2 Classified Insertion: In some cases, the Insertion Order was being split unnecessarily onto two pages.

• 4.3.4, 4.35 Classified Insertion Order: The publication names were not being displayed.

• 6.8 Cancelled Credited Runs by Sales Rep: Fixed typos in the column headers.

Report Changes • 1.1 Activities: Added a filter for “Created By” user.

• 4.1.1., 4.1.2, 4.4.3 Classified Price Quotes: Changed the filter on First and Last run dates to be the First Quote and

Last Quote run dates.

• 4.4.4 Classified Orders on Hold List: Changed the filter on First and Last run dates to be the First Held and Last Held

run dates.

• 8.4 Definitions: Updated the look and feel. The report now includes more definitions and settings that were absent.

Report Number and Name Changes • 3.4.10 Retails Sales by Sales Rep: This report has been renamed to Retail Sales by Publication and Sales Rep

• 4.5.1 Legals: This report has been renamed to Affidavits

Mobile App Related Changes • Because of the database schema change, the service needs upgrading to this release.

Classified Order Entry Web Service Changes • Because of the database schema change, the service needs upgrading to this release.



Fixed Defects • Classified Order Screen: Fixed a defect introduced in a prior release, that did not allow for a user to “step through”

classified orders in the side list using their arrow keys.

• Saving PDF Builder Classifieds to a CMYK PDF: In some scenarios, a line of text was being dropped from the

exported file.



Deployment • Visual C++ 2013 Redistributables: On some computers, these are not already installed, which can cause an error

when opening the Classified order screen. Now, these are deployed as prerequisites for AccountScout, the Classified

Order Entry and Mobile web services.

Fixed Defects • Classified Import Batch Tool: Fixed a defect the classified text in the imported orders had a rather narrow column

width, or an “overlapping page margins” error occurred during the import.

Fixed Report Defects • 3.4.x Retail Analysis Reports: An “As of Date” option was incorrectly being displayed, even though it was not

relevant to the report and had no effect on the results.



New Reports • 1.2.7 Export Advertisers Having Dormant Orders: This report exports advertisers who placed an order during a date

period, but does not have an order after the end of the period. This report is useful for exporting subscribers to

create renewal letters.

User Permission Related Changes • Main Executive – Expiring Retail Order and Quotes Panes: New “include all Sales Reps” and “include all billing

offices” permissions have been added. If not selected, the user will only see orders associated with the sales reps

and billing offices for which they have access. In prior versions, the “side list” permissions were being used.

• Main Menu – Define menu: New permissions were created to limit access to each of the top-level menu items within

the Define main menu.

• Mobile App – Home Screen: New permissions called “Mobile App Home Screen: Include All Sales Reps”, and “Include

all Billing Offices” were created to limit the data displayed on a user’s mobile app home screen. In prior versions, the

“side list” permissions were being used.

• New Tools Permissions: Added permissions for the “Format Classifieds Tools” and “Digital Asset Manager Export

Tool.”

Report Changes • 1.2.6 Export Advertisers Having Retail Runs: Added Billing Address columns and “Last Retail Run Date for All” column

that contains the last run date across all retail orders for the advertiser that meet the “run related” filter criteria.

Other Changes • Mailing Address Formatting: Updated mailing addresses on reports such as Invoices and Statements to meet the

USPS guidelines, by removing the comma after the city and putting 2 spaces between the state and zip code.

• Contact Screen: Renamed the “Address Name” label to “Addressee” to match the Advertiser screen and changed the

default sort on the Activity List to list the most recent activity first.

• Marketing Campaign Tool: Fixed a defect that was causing AccountScout to crash when loading campaign results for

a list that has been deleted.

o Note: Campaign results associated with a deleted MailChimp list are not available.

Version 2019.1.2 Changes, (May 2019)

Summary This is a small release to fix newly introduced defects.

Fixed Defects • Define Document Templates for Legal Affidavits: Added support for changing the page size to support legal and

other paper sizes.

• PDF Builder: Fixed the following defects:

o In some scenarios, the Save button was not getting enabled after making changes to the ad copy.

• Classified and Retail Screens: Some controls on the ribbon bar were “cut off.”


Summary This is a small release to fix newly introduced defects.

Fixed Defects • Report 4.5.1 Legal Affidavits: When generating Affidavits, in some scenarios, an error occurred during the

generation. Changes were also made to reduce memory usage during the generation.

• PDF Builder: Fixed the following defects:

o Changing the padding around text frames was not working correctly.

o In some scenarios, modifying the number of columns and ad height was not working correctly.

• Advertiser Screen – MailChimp: After deleting an email from a Subscriber List, the email was still showing as being

subscribed within AccountScout.

Version 2019.1 Changes (May 2019)


• New PDF Builder Tool for Classified Display Ads: There is a new tool available on the Classified Order screen, to

create classified and classified display ads, called the “PDF Builder” tool. This tool allows for the creation of more

complex classified and classified display ads, which has a “look and feel” and capability similar to that of Microsoft

Word. When using the PDF Builder to create a classified ad, the ad will always be exported as a pdf (or jpg in some

cases for digital outputs). Any basic classified ads (i.e. word ads) however can be converted to PDF Builder ads,

making all of the PDF Builder editing capabilities available.

o New AccountScout PDF Builder (i.e. “aspb”) Classified Ad Filetype: The aspb filetype was created to share

documents generated in the PDF Builder and the Document Template creator in AccountScout. You can

save any Document Template or PDF Builder Ad as an aspb file, and share it with other AccountScout.

There are many aspb files on our website to give you sample Classified Ads and Legal Affidavit templates

which you can use freely to help you get started.

• New Legal Affidavit Generator: You may now generate Public Notice (i.e. “legals”) Affidavits directly within

AccountScout, to include a custom layout you define, along with an image of the actual Public Notice printed in the

publication!

o Define your own custom Legal Affidavit templates in the new text editor that we’ve created (similar to

Microsoft Word) which can be filled in with data from Report 4.5.1 in AccountScout. The purpose of our

Legal Affidavit Generator is to replace the complex “mail merges” or the need for you to create affidavits

one at a time outside of AccountScout.

▪ By opening Report 4.5.1, selecting the data which you would like to include, and choosing a saved

Legal Affidavit Template, you will see a text editor pre-filled with the generated affidavits. You

may then edit, print, or save these affidavits as one of many different file types (including .docx,

.jpg, .rtf, .html, .pdf, etc.) to be edited and opened outside of AccountScout. You may also print

the affidavits directly from AccountScout.

o Document Templates: The Legal Affidavit Generator requires a “Document Template” to populate the

“Merge Fields” with Report 4.5.1 data. You can create or edit your Legal Affidavit Templates under the

“Define: Document Templates” menu. To add the regions which are to be filled with data from Report 4.5.1,

simply right-click while editing a document template and hover over “Add Merge Field” in the right-click

context menu. This will provide a list of all available fields to be filled into the Legal Affidavits when the

affidavits are generated by Report 4.5.1. Clicking any Merge Field from this list will add it to the place that

you right-clicked in the document.

• Mailchimp for a Single Advertiser: We’ve added the Mailchimp aspect of the Marketing Campaign Tool to the

Advertiser screen as well. Now from the advertiser screen, the selected advertiser’s e-mail or advertiser’s contact e-

mails can be added to a List and/or Tag in your Mailchimp account. The advertiser or contact’s lists or tags, campaign

results, and a list of any actions (clicks, opens, e-mails sent) can also be viewed from the advertiser screen for a

particular advertiser and any of the advertiser’s contacts as well.

• Public Notice Classified Export: We’ve added a new export format (Public Notice PNI) for classified ads and legals, to

export to a “PNI” xml file used by most press associations for online distribution of public notices.

Upgrade Notes • Default Gutter Width: There is a new Setting to specify the default gutter width when creating a classified order

using the “PDF Builder” tool. This value is automatically set to 1 pica, during the database upgrade. Change this value

in the Settings and/or for each Classification to match the gutter width used in your publications.


• Define Gutter Widths: Set the gutter width in the Settings, as well as in any Classifications that deviate from the

Settings value. This is necessary for the creation of PDF Builder ads spanning on multiple columns to be of the correct

column width.

• Set Permissions: Set permissions for roles related to the newly added permissions described below.

CRM Related Changes • Advertiser Screen: MailChimp marketing lists can now be managed for an individual advertiser and their contacts.

Check campaign results for an advertiser across all campaigns, before making that sales call.

Retail Order Related Changes • Retail Order Screen: A progress bar is now displayed when scheduling many runs.

Classified Changes • Classified Order Screen: A progress bar is now displayed when scheduling many runs.

Contact Screen Changes • Activity Screen: the activities grid now displays start and end times

Activities Screen Changes • Contact Screen: the activities side list grid now has a “Contact” column

Classified and Public Notice Export Changes • New Public Notice Export Format: Added an export option for the Public Notice PNI xml output format. This format

is used to upload Public Notices to various press association web sites.

o Note: A column was added to Report 8.5 Classified Import Definitions to concatenate the publication

abbreviation with the publication id, to use as the “newspaper id” for mapping publications on the PNI site.

• Export All Ads as PDF Option: All Xtag and InDesign export formats, now have an option to save ALL ads as a PDF

document that will be flowed into InDesign or Quark. For the HTML output format, there is an option to save all ads

as a JPG file.

• Exports – RGB/CMYK: Print export formats for PDF Builder ads can be saved as CMYK or RGB via a checkbox in the

“Settings: Classified Export” tab

• TownNews Export: For the TownNews export format, an option was added to save all ads built with the "Pdf Builder"

as a jpg image only, and no text. If this option is not selected, the unformatted text is outputted, along with a list of

all images residing within the ad, as is done for non-pdf builder ads.

User Permission Related Changes • There are new permissions for each of the new reports in the section below.

Fixed Defects • Digital Asset Manager Export Tool: Fixed a defect where the sales type for the order was being considered for

exclusion from exporting to the DAM, rather than the Sales Type of each run.

• Contact Form: Long save times have been substantially reduced.

• Sales Type Screen: The Inactive check box was not being displayed.

• Auto Logout User after Inactivity: Fixed an issue where a user set to log out after “0” minutes of inactivity could not

be saved.

New Reports • 2.2.14.1 Outstanding Billable Items by Publication: Lists billable items associated with an invoice that has an unpaid

balance, grouped by the publication (if any) associated with the billable item.

• 2.2.14.2 Outstanding Billable Items by Sales Type: Lists billable items associated with an invoice that has an unpaid

balance, grouped by the sales type associated with the billable item.

• 4.5.1 Legal Affidavits: Used for filtering and generating legal affidavits needed by sales rep, billing office, sales office,

sales type, advertiser type, and a specified date range. Legal affidavits can then be created by selecting a template

that has been created in the “Define” – “Document Template” screen. The fields in the template will be filled by the

fields from the report. The generated affidavits are then displayed so that they can be edited, printed, or saved for

later use or further editing outside of AccountScout. Currently available affidavit save formats are .docx, .pdf, .jpeg,

.rtf, and .html.

• 6.2.2 Payments and Credits by Advertiser’s Sales Rep Unapplied: This report may be useful for calculating sales rep

commissions for commissionable payments received that are not yet applied to an invoice.

Fixed Report Defects • 1.3.1 Contact List: This report was loading slower than expected when filtering on a small number of Advertisers in

some scenarios.

• 7.5.6 Dormant Advertisers: For large date periods, and/or large amounts of data, an out of memory error sometimes

occurred during report processing. This memory limit has been greatly increased to accommodate larger data sets.

Report Changes • 6.2.1 Payments and Credits by Advertiser’s Sales Rep All: Updated the look and feel and added a filter for Sales

Office.

• 6.6 Credits Applied to Invoiced Billable Items by Sales Rep: Added report summary showing credits grouped by Sales

Rep and Credit Type.

• 7.3.3. Credits Applied to Invoiced Billable Items by Publication: Added a report summary showing credits grouped

by Publication and Credit Type.

• 8.5 Classified Import Definitions: Added a column containing the publication abbreviation appended with the

publication key. This is used when configuring the Public Notices PNI web site.

Report Number and Name Changes • Created a new Report 6.2 2 Payments and Credits by Sales Rep folder and renumbered the following reports:

o 6.2 Payments and Credits by Advertiser’s Sales Rep has been renumbered to 6.2.1.

Production Digital Asset Manager Changes • Trello: Allow for Excluding runs associated with a publication from exporting to Trello.

• Trello: Allow for Trello cards to be updated even when moved to a different board. The label on the card will remain

and continue to be updated if labels with the same text exist on the board the card is moved to as well.

• Trello: Changed the card "Due Date" to be the card's first run on or after today's date. In the past, it was set to the

order's first run.

Other Changes • Screen Sizes: the size of each screen is no longer saved each time when closing a form. The window sizes are now

only saved when the “Save Layout” button is clicked.

• Classified Order Screen Default Layout: with the addition of the PDF Builder tool on the Classified Order Screen, the

default screen layout has been changed.

Classified Order Entry Web Service Changes • The ScheduledAdInfo class has two additional properties – IsPdfBuilderAd, and PdfBuilderAdCopy. See the web

service documentation for details.

Version 2019.0 Changes


• Marketing Campaign Tool: This new Tool allows for you to open a table of Advertisers and Contacts, and select a

group to either create and assign activities to, or export to a subscriber list within Mailchimp for sending e-mail

marketing campaigns.

o To complete the link between AccountScout and Mailchimp, you must first either register or sign in to your

Mailchimp account and provide AccountScout with an API Key in the AccountScout Settings screen. More

details about connecting AccountScout to your Mailchimp account can be found at (there is a complete

tutorial series at the bottom of that web page): fakebrains.com/accountscout/mailchimp/

o Additionally, this integration with Mailchimp includes the ability to create subscriber lists, new segments

(i.e. tags), and view the results of your Mailchimp e-mail campaigns within AccountScout for any Advertisers

and Contacts who may have clicked or opened your e-mails. The Marketing Campaign Tool can link any

Advertisers and Contacts in AccountScout with already existing subscribers in your Mailchimp lists to view

data and results from prior e-mail campaigns as well (campaigns sent before upgrading to version 2019 of

AccountScout).

• Auto Logout User after Inactivity: (Optionally) defined in the “User screen”, a user can be auto-logged out after a

chosen period of inactivity so that their license may be used by another user.



upgraded to Version 2019.


• Set auto logout times for any pertinent user accounts.

• Setup the link to your MailChimp account.

• Set role permissions for the newly created permissions.

Accounting Related Changes • Accounting Period Lock: A dialog will provide a warning if a user attempts to set an Accounting Period Lock for a date

that is after today. A user cannot set the lock for more than 30 days into the future.

CRM Related Changes • Added the Marketing Campaign tool for creating bulk activities and for sending email campaigns.

Classified Related Changes • Town News Classified Export: The field “category_id” has been added to the XML export as requested.

https://www.fakebrains.com/accountscout/mailchimp/

General Changes • Auto Logout User after Inactivity: As mentioned above, on the User screen, a checkbox enables whether or not a

user is to be auto-logged out after a specified time interval (in minutes). The user must exit and re-launch

AccountScout for the changes to take effect.

• License Name on Main Executive: The “License Name” appears in the status bar (bottom left) of the main executive

screen next to “float” or “fixed” for databases that are set to assign users a license.

• Ad Order Forms: A warning dialog will be displayed when attempting to schedule runs for an inactive advertiser.

• Marketing Campaign Tool: As mentioned above, this tool allows for the batch creation of activities for Advertisers

and Contacts and for integration with a Mailchimp account to send e-mail marketing campaigns to Advertiser and

Contact e-mails. The tool also retrieves the results of e-mail campaigns from your Mailchimp account and displays

the Advertisers and Contacts who have interacted with the campaign. There is a set of tutorials for setting up the API

key to integrate your Mailchimp account with AccountScout, as well as create new subscriber lists, segments, and

view the results of sent campaigns. The full introduction can be found here with the set of tutorials on how to use the

“Marketing Campaign Tool” at the bottom of the page: https://www.fakebrains.com/accountscout/mailchimp/

User Permission Related Changes • Marketing Campaign Tool: A permission has been added to allow user access to the new “Marketing Campaign

Tool.” Roles allowing permission to the “Assign Sales Reps Tool” will automatically be granted this new permission

during the database upgrade.

• Advertiser screen: Additional permissions have been added to allow users to Assign an Advertiser Set, Assign the

Billing Office, and Assign a Sales Rep when creating a new advertiser, even when the user does not have access to edit

these fields on already existing advertisers.

Fixed Defects • Retail Order Form: In some cases, PDFs with background layers were not rendered properly.

• Manual Statements: Statements created manually without any entries were not displaying balance forward.

• Statement Batch screen: Inactive retail volume discounts were inadvertently hidden from the “Retail Volume

Discount” list when opening a statement batch with an inactive retail volume discount already applied.

• Invoice and Invoice Batch screens: Inactive prompt pay discounts were inadvertently hidden from the “Prompt Pay

Discount” drop down list when opening invoices and invoice batches that already had the inactive prompt pay

discounts applied.

• Contact Form: Spacebar would not fill in the checkbox when tabbing to the checkbox for “Primary E-mail” or

“Primary Phone”.

• Ribbon Group Icons: A red “X” would be displayed instead of an icon when adding an entire menu group on the

ribbon bar to the Quick Access Toolbar.

• Advertiser Agreement Screen: The side list of advertisers would not always show the same status “Fulfilled” or

“Unfulfilled” as when the agreement was selected to be viewed (which displays the status correctly).

• Report 1.2.3 Permissions: Users having permission to view the report could not see it in the report directory.

• Define Settings: Email Password: The e-mail password max length permitted up to 30 characters, but only allowed

for 15 characters.

Fixed Report Defects • 2.1.10 Advertiser Collection Letter, 2.1.11 Advertiser Collection Letter Listing: the “Advertiser’s Oldest Unpaid

Debit” filter was not filtering properly for the aging periods when given an “As of Date”.

• 3.4.5 Retail Sales by Publication, 3.4.6 Retail Sales by Section, 3.4.10 Retail Sales by Sales Rep, 3.4.11, Retail Sales

Summary, 3.4.14 Retail Sales by Rate, 4.4.11 Classified Sales Summary: these reports were not displaying Sales Tax.

• 4.4.4 Classified Orders On Hold list: incorrect wording on the viewer message when no items are found given the

specified filter criteria.

• 8.4 Definitions: The column showing “First Open Issue Date” under “Publications” was not being populated.

https://www.fakebrains.com/accountscout/mailchimp/

Report Changes • All Account Balance Reports with Aging: Added the “Advertiser’s Oldest Unpaid Debit” filter to the following reports:

o 2.1.3 Account Balances

o 2.1.4 Account Balances by Billing Office

o 2.1.5 Account Balances by Sales Rep

o 2.1.6 Advertising Mailing Labels for Businesses

o 2.1.10 Advertiser Collection Letter

o 2.1.11 Advertiser Collection Letter Listing

o 2.1.12 Account Balances for Earned Revenue

o 2.1.13 Account Balances for Earned Revenue by Billing Office

o 2.1.14 Account Balances for Earned Revenue by Sales Rep

o 2.1.15 Account Balances with Detail

o 2.1.16 Account Balances for Earned Revenue with Detail

• 2.1.3 Account Balances, 2.1.15 Account Balances with Detail, 2.1.16 Account Balances for Earned Revenue with

Detail: An additional column has been added to show an additional aging period, now showing balances for “91-120”

and “120+” days past due.

• 8.4 Definitions: A column has been added under “Publications” showing the “First Classified Open Issue” and the

“First Retail Open Issue” instead of only the “First Open Issue Date”.

Other Changes • Define Sales Type screen: Removed the checkbox for “Commission Item”

• Cannot Delete Payment Error Message: Changed the wording to be more descriptive when a payment cannot be

deleted because it has already been authorized and processed with a credit card.

Mobile App Related Changes • The mobile app service needs upgrading for the new database schema.

Classified Order Entry Web Service Changes • The Classified order entry web service needs upgrading for the new database schema.

Version 2018.1.1 Changes, (Sep 2018)


Fixed Defects • Retail Order Form: An error occurred when saving the Ad Copy file of type JPG (or another non-pdf file format).

• Trello Integration: Added the following information to the Trello card Comments:

o The name of the contact, if any who placed the Retail Order.

o The full path to the retail ad repository target location for the Ad Copy file.

• Billing Office Screen: In some cases, the Save buttons were hidden from view. Added scroll bars to allow for scrolling

to reveal the Save buttons.



• Merge Advertiser Tool: This new Tool will consolidate two Advertisers into a single advertiser to consolidate

duplicates. All Advertiser related information including Contacts, Activities, Orders, Payments, etc. are moved to the

advertiser selected as “To Keep.” (See the “How To” video on merging two advertisers).

• Trello Digital Asset Manager: Trello has been added as a Retail Order Digital Asset Manager. Whenever a Retail

Order is saved, Trello is automatically notified to create, update or mark the associated card for deletion. This is

useful for Production to manage their design work.

• All Screens with Save Layout: Layout is no longer automatically saved when closing a screen. A new “Save Layout”

button has been added to all of the ribbon bars to save the layout only when clicked.


• .NET Framework Upgrade to V4.6.1: The .NET framework used for AccountScout, the AccountScout Mobile App

Service, and the Classified Order Entry Service has been upgraded to Version 4.6.1. For a list of supported Windows

Operating systems visit: https://docs.microsoft.com/en-us/dotnet/framework/get-started/system-requirements.


• Review and assign the new permissions (described below) as necessary.

Accounting Related Changes • Merge Advertiser Tool: As mentioned above, this new Tool will consolidate two Advertisers into a single advertiser

to consolidate duplicates. Account balances get consolidated into one account! (See the “How To” video on merging

two advertisers).

• Invoice Screen: When Payments or Advertiser Credits have been applied to an invoice, they are now displayed and

can be opened with a double click.

• Invoice and Refund Screens: An “Unapply Credits” button has been added to the form’s ribbon bar, to “unapply” all

credits that have been applied to the loaded Invoice or Refund.

• Invoice Batch: When performing an “un-generate” by clicking the “Undo Generate,” credits that have been applied

to an invoice being deleted, are automatically unapplied. In the past, an error occurred preventing the Invoice in the

batch having “credits applied” from being deleted.

https://docs.microsoft.com/en-us/dotnet/framework/get-started/system-requirements

• Interest Batch: Similar to the above Invoice Batch change, the same change has been made for Interest Batches that

are “un-generated.”

• Credit Card Payments: Payments associated with an authorized credit card charge can no longer be deleted. When

attempting to delete such a payment, a message is displayed telling the user to Void the charge, after which the

payment can be deleted. If the charge cannot be Voided, the message says to issue a credit card refund and to create

an offsetting AccountScout refund.

Retail Order Related Changes • Retail Order Screen: The Ad Copy now has an option for PDF documents, to zoom to fit the width of the ad into the

available window.

Production Related Changes • Trello Digital Asset Manager: As mentioned above, Trello has been added as a Retail Order Digital Asset Manager.

Whenever a Retail Order is saved, Trello is automatically notified to create, update or mark the associated card for

deletion. This is useful for Production to manage their design work.

• Define Sales Types: Added a check box entitled “Do not export retail runs having this Sales Type to the Digital Asset

Manager,” which when checked prevents Retail Runs of the associated Sales Type from being exported to a DAM.

This is useful for items such as circulars that are entered on the Retail Order screen, but do not need to be exported

to the production team.

• Digital Asset Manager Export Tool: Added a column in the table of orders to export for the “Sales Type.” Now retail

orders associated with Sales Types marked as “Exclude from DAM Export” are not exported.

General Changes • All Screens with Save Layout: As mentioned above, the screen layout is no longer automatically saved when closing a

screen containing a ribbon bar. A new “Save Layout” button has been added to all of the ribbon bars to save the

layout only when clicked.

User Permission Related Changes • Merge Advertisers Tool: A permission has been added to allow user access to the new “Merge Advertisers Tool.”

Roles allowing permission to the “Assign Sales Reps Tool” will automatically be granted this new permission during

the database upgrade.

• Activity Manager Tool: A permission has been added to allow user access to the recently introduced “Activity

Manager Tool.” Roles allowing permission to the “Assign Sales Reps Tool” will automatically be granted this new

permission during the database upgrade.

Fixed Report Defects • 3.4.8 Retail Sales by Advertisers: In V2018 the “Units” column was inadvertently removed.

Report Changes • 8.4 Definitions: Added a “Exclude from DAM Export” column to the “Sales Types” sub-report.

Other Changes • Digital Asset Manager Export Tool: Added a column in the table of orders to export for the “Sales Type.” Now retail

orders associated with Sales Types marked as “Exclude from DAM Export” are not exported.

• Contact Form: Email Addresses lengths have been increased from 50 to 150 characters.

Mobile App Related Changes • The service now requires .NET V4.6.1.

Classified Order Entry Web Service Changes • The service now requires .NET V4.6.1.



Fixed Defects • Retail Order Screen: A defect was introduced in V2018 which produced a blank page when printing Ad Copy. This has

been resolved.


Summary This is a small release to make necessary PCI compliant security changes for the credit card module and to fix defects.

Fixed Defects • Main Executive Layout: When launching V2018 for the first time, the Advertiser List was not visible. The user had to

click the “View” menu to show the Advertiser List.

• Report 2.1.10 Advertiser Collection Letter: The billing office logo was not displaying on the letters. A red X was

showing instead.

Other Changes • Credit Card Module: Increased the level of security (in particular TLS 1.2), used when communicating with the credit

card processing gateway. This change was required to meet the new PCI compliance requirements that go into effect

later this month.

Version 2018 Changes, (Apr 2018)


• Created a new Activity Manager Tool that allows for a manager to monitor and edit activities for their team, or for a

user to manage their own activities.

• Updated the Ad Copy viewer on the Retail Form to properly view PDF files that were previously not rendering

properly

• Several manifest reports now allow for filtering on a Time value to run a manifest showing only the changes since an

earlier manifest may have been printed.


• The .NET 4.5.2 framework is now required to run AccountScout.


• Review and assign permissions to the new reports as necessary. Although, any Roles having permission to similar

reports will automatically be granted permission to the new reports during the database upgrade process.

CRM Related Changes • Activity Manager Tool: This tool is available from the "Tools" menu and allows for a manager to monitor and edit

their team’s activities, or for a user to manage their own activities.

• Activity Form: The following changes were made to the Activity Form:

o When an activity is saved with a "Closed" status and the "End Date" is empty, the End Date and End Time

will auto-fill with the current date and time.

o Added an "Append Time Stamp" ribbon button or a user may press "ctrl-d" inside the Notes pane to append

the current user and current date and time to the Notes.

o Added a "Last Modified" area to display the user and the time the activity was last modified if it differs from

the Created By user and time.

o Added a column in the side listing of activities to show the date and time the activity was created.

Retail Order Related Changes • Retail Order Form: Added the capability to print other Ad Copy image formats, such as JPG and PNG. Previously only

PDF images could be printed.

• Retail Order Form: Viewing PDF formatted Ad Copy is now limited to files no larger than 10 MB. However, if the PDF

file exceeds 10MB, the user is prompted to convert it to a JPG, which is then displayed in the Ad Copy pane.

• Retail Order Form: The file rendering priority for the Ad Copy Viewer has been changed when multiple files exist for

the order's image.

o The viewer will render the PDF file if both a PDF and another image format such as JPG exists for the order's

image number. In the past, JPG files had priority over PDF files.

o The priority for displaying Ad Copy images has changed as follows: PDF (unless the file exceeds the 10 MB

limit), JPG, PNG, TIF, BMP, and GIF files, in that order.

• Retail Order Form: Added the extension ".jpeg" to the list of available Ad Copy image types in the "Upload Ad Copy"

dialog.

General Changes • Search Tool: Added the capability to search on an email address. The search is performed on both Contact and

Advertiser email addresses.


Fixed Defects • Retail Order Form: Some PDF file formats containing "blended modes" were not rendered properly in the Ad Copy

pane.

• Main Dashboard: Closing the dashboard window (from the View menu) was not stopping the auto-refresh of the

dashboard, even though the dashboard was not visible.

• Auto Upgrade Detection: After the change to a 4-digit versioning for the major version such as 2018, upgrade files

residing in the Upgrade folder were not being detected and installed on the client computers. This has been fixed but

will not properly detect upgrades until the first release after this one.

New Reports • 4.3.12 Classified Deadline Summary: This report is useful for estimating page counts for classifications along with

their containing "parent classifications."

Fixed Report Defects • 1.2.6 Export Advertisers Having Retail Runs: An Error occurred when having a Retail Run Date Period of All.

• 1.3.2 Export Contacts Having Retail Runs: An Error occurred when having a Retail Run Date Period of All.

• 3.5.2 Insertion Order - Production View with Run Detail: In some scenarios, the first page had mostly empty space,

and the insertion order printed on the 2nd page.

• 4.3.x, 4.4.x Classified Reports: Selecting a Group Classification in the Classification Filter was not returning runs for

those assigned to a classification within the group classification.

• 8.1.1, 8.1.2, 8.1.3 Retail Rate Card Pricing Reports: When a "Regular" or "Pickup" price is zero (i.e. free), a dash was

being displayed. Now, dashes are only displayed when a rate price is empty.

Report Changes • 3.3.1 Retail Manifest by Publication and Section: The Rate Name column was widened and adjusted so that the rate

name wraps onto multiple rows if necessary so the entire rate is displayed.

• 3.3.1-3.3.8, 3.3.10-3.3.12 Retail Manifest Reports: Added the capability to enter a Starting Date and Time in the

Date Last Modified and Date Created From date range filter.

• 3.4.8 Retail Sales by Advertiser: Created a report-level expand all button to replace the individual expand buttons for

each advertiser. Also updated the report's look and feel.

• 3.4.8 Retail Sales by Advertiser: When the report is expanded to show the run detail, a column was added to display

the Image Number associated with each run.

• 4.3.9 Classified Text Review, 4.3.1-4.3.3, 4.3.10 Classified Manifest Reports: Added the capability to enter a Starting

Date and Time in the Date Last Modified and Date Created From date range filter.

Version 2017.3.6 Changes, (Mar 2018)


Fixed Defects • Report 6.3.3 and 6.4.3 Sales Comparison Reports: This defect was introduced in V2017.3. When the start date in the

first period was after the current date, the start date was being changed to tomorrow for the Unearned Amount

rather than remaining unchanged.

• Classified Import Batch: When importing from the asxml format, ads containing a start or end date, were ignoring

the option to "Override Issue Date."

• Classified Import Batch: When importing orders or when loading a batch containing already imported orders, the

"New or Updated Orders" list was not getting populated.

• Classified Import Batch: When importing orders in the asxml format with a date period prior to the next available

issue for a publication, a generic error was displayed next to the failed imported item. This has been modified to

provide a more descriptive error message.

Other Changes • Classified Import Batch: Added columns in the "Ads to Import" table for the Start and End dates which get

populated for some import formats.

Version 2017.3.5 Changes, (Feb 2018)


Fixed Defects • Activity Screens: When opening a screen such as the Activity and Quick Follow up that uses spell checking, a "nag"

screen saying the component has not been registered is displayed.

Version 2017.3.4 Changes, (Jan 2018)


Fixed Defects • Retail Order Screen: Rolled back the PDF Viewer to the version used prior to AccountScout V2017.3 to reduce errors

caused when opening some PDF files.



Fixed Defects • Report 2.2.9 Billable Items Comparison: The Sales Office summary was listing everything as "Unassigned" rather

than grouping by Sales Office.



Fixed Defects • Reports 6.3.3, 6.4.3 Sales Comparison by Sales Rep: This defect was introduced in V2017.3. The "Current" earned

and unearned amounts were incorrect when the end date for the Current period is prior to the today’s date.

Version 2017.3.1 Changes, (Dec 2017)


Fixed Defects • Classified Import Batch: In some cases, an error occurred when opening asxml ad files provided by Town News.

Version 2017.3 Changes, (Dec 2017)


• Deployed the AccountScout Mobile CRM Sales Rep App in the iTunes and the Google Play stores

• Added 18 new “period over period” reports for the analysis of revenue.

• Optimized many Billable Item and Sales Comparison reports to reduce memory and processing time.

• Created new import and export classified ad file formats to interface with Town News.

• The selection of a Sales Rep may now be required if desired for all Advertisers.



• Review and assign permissions to the new reports as necessary. Although, any Roles having permission to similar

reports will automatically be granted permission to the new reports during the database upgrade process.

CRM Related Changes • A sales rep can now be required for each advertiser.

Classified Related Changes • Format Classifieds Tool: This new tool is designed to reapply formatting to classified runs and their associated order

if desired. The formatting attributes that can be reapplied include the Column Width, Font name and Size, and the

Leading Percentage. The values for these attributes are obtained from the current Settings and the Classification

associated with the run.

• Classifieds Import Batch Tool: Added a new "AsXml" import file format. This import format is a new AccountScout

classified specification to support other external online systems such as Town News.

• Export Classifieds Tool: Added the capability to export to a "Town News" xml formatted file. This file may be used to

transfer classifieds from AccountScout into Town News.

General Changes • Settings Screen: Added a setting on the Advertisers tab to require that a Sales Rep be selected when creating or

editing Advertisers.


Fixed Defects • Retail Order Screen: We've improved on the PDF rendering where in some cases, PDF ad copy images having a

"Blend mode" of something other than "normal" were not being rendered correctly. Now many (but not all) of

those files render properly.

• Resolve Holds form: An error occurred when the Load Runs button was clicked with a value selected in the Product

Type filter.

• Classified Order Form: When a change to the column width was triggered by changing a Classification, images that

were too wide for the new column width were not getting resized correctly to fit the new column size.

• Deposits Tool: After loading a Deposit and clicking the New button the Billing Office Set drop list was not getting

enabled.

• Deposits Tool: The side list of Deposits was not being sorted correctly by Deposit Date in descending order.

New Reports • 1.2.6 Export Advertisers Having Retail Runs: This report is for an Excel export of all advertisers having a non-

cancelled, non-quoted retail run that satisfies the filter criteria.

• 1.6.2 Export Contacts Having Retail: This report is for an Excel export all contacts assigned to advertisers having a

non-cancelled, non-quoted retail run that satisfies the filter criteria.

• 7.5.10.x Advertiser Analysis: Period over Period

o 7.5.10.1 Month Over Month Sales by Advertiser and Sales Type

o 7.5.10.2 Quarter over Quarter Sales by Advertiser and Sales Type

o 7.5.10.3 Year Over Year Sales by Advertiser and Sales Type

• 7.6.10.x Publication Analysis: Period over Period

o 7.6.10.1 Month Over Month Sales by Publication and Sales Type

o 7.6.10.2 Quarter over Quarter Sales by Publication and Sales Type

o 7.6.10.3 Year Over Year Sales by Publication and Sales Type

• 7.7.10.x Sales Type Analysis: Period over Period

o 7.7.10.1 Month Over Month Sales by Sales Type and Publication

o 7.7.10.2 Quarter over Quarter Sales by Sales Type and Publication

o 7.7.10.3 Year Over Year Sales by Sales Type and Publication

• 7.8.10.x Billing Office Analysis: Period over Period – Publication

o 7.8.10.1 Month Over Month Sales by Billing Office and Publication

o 7.8.10.2 Quarter over Quarter Sales by Billing Office and Publication

o 7.8.10.3 Year Over Year Sales by Billing Office and Publication

• 7.8.11.x Billing Office Analysis: Period over Period - Sales Type

o 7.8.11.1 Month Over Month Sales by Billing Office and Sales Type

o 7.8.11.2 Quarter over Quarter Sales by Billing Office and Sales Type

o 7.8.11.3 Year Over Year Sales by Billing Office and Sales Type

• 7.9.10.x Sales Rep Analysis: Period over Period

o 7.9.10.1 Month Over Month Sales by Sales Rep and Sales Type

o 7.9.10.2 Quarter over Quarter Sales by Sales Rep and Sales Type

o 7.9.10.3 Year Over Year Sales by Sales Rep and Sales Type

• 8.9 Server Licenses with Assigned Users: This report lists each server license with the users assigned to it, along with

the count of users assigned to it.

Fixed Report Defects • Report Permissions: Reports 7.9.1 thru 7.9.4 were showing up in the report directory even if the user did not have

permission for those specific reports, but had permission to the 7.9 folder.

• Report 2.2.9 Billable Items Comparison: The report was cutting off the left hand side values.

• 3.4.1 Retail Orders and 3.5.3 Retail TFN Orders: Interactive sort was not working for the first "section" of the report

(which list individual orders).

• 3.5.2 Insertion Order - Production View with Run Detail: The requested page number was not being displayed.

• 3.3.7, 3.3.8 Retail Manifest Audit: The "Show Pricing" check box was not hiding the pricing when unchecked.

• 6.3.2, 6.4.2, Sales by Rep: The cancelled total amounts were not getting formatted properly (no thousand separators

were present for large numbers).

Report Changes • 1.3.x Contact Reports: Added a side filter for "Contact Status" to limit the inclusion of active and inactive contacts.

• 2.2.9 Billable Items Comparison: Optimized to reduce memory and processing time. Added an interactive sort on

"Items" count column.

• 2.2.10 Billable Items Comparison by Advertiser: Optimized to reduce memory and processing time. Added an

interactive sort on "Items" count column.

• 2.2.10 Billable Items Comparison by Advertiser (and other similar reports) - Added two more "Runs to Show" options

as follows:

o All Except Cancelled

o Cancelled

• 2.2.12 Billable Items Comparison by Advertiser Type: Optimized to reduce memory and processing time. Added an

interactive sort on "Items" count column.

• 2.3.4 Outstanding Invoice Listing: Added a column for the Invoice Due Date.

• 6.3.3 Sales Comparison by Sales Rep: Optimized to reduce memory and processing time.

• 6.4.3 Sales Comparison by Advertiser's Current Sales Rep: Optimized to reduce memory and processing time.

Report Number and Name Changes • Created a new Report 1.2 Advertisers folder and renumbered the following reports:

o 1.2 Advertiser List to 1.2.1

o 1.3 Advertiser List with Primary and Billing Contacts to 1.2.2

o 1.4 Advertiser List by Sales Rep to 1.2.3

o 1.5 Advertiser List with Account Details to 1.2.4

o 1.7 Advertisers Without a Sales Rep to 1.2.5

• Created a new Report 1.3 Contacts folder and renumbered the following reports:

o Report 1.6 Contact List has been renumbered to 1.3.1

• 1.8.x Advertiser Agreement to 1.4.x

• 1.9.x Tear Sheet to 1.5.x

• 1.10.x Mailing Labels to 1.6.x

Mobile App Related Changes • Settings Screen: Added the "Automatic Credit Hold Reason" on the new "Mobile App" tab to automatically place

newly scheduled runs initiated through the AccountScout mobile app, on a "credit hold" for runs that cause an

advertiser's credit limit to be exceeded.



• Fixed a defect introduced in V2017.2.

• Ease of use changes for clouded AccountScout users.

Upgrade Notes • The database will be upgraded to version 2017.2.1.

General Changes • Activity Types Form: Added an "Appointment" check box to use the activity type for scheduled appointments, such

as in-person meetings or phone meetings having a scheduled date and/or time.

• Settings Form: Added a setting for the "Default Upload Path" to the General tab. This setting is used to set the

default path in the Open File Dialog when selecting an Image on the Retail and Classified order forms.

• Classified Order Form: When inserting an image, the Open File dialog will open the initial directory to the "Default

Upload Path" defined in the settings.

• Retail Order Form: When uploading an image, the Open File dialog will open the initial directory to the "Default

Upload Path" defined in the settings.

• Drop Lists throughout AccountScout: Pressing 'Ctrl C' copies the text of the current selection to the clipboard.

• Contact Form: Modified the Phone Number column to better display the entire phone number.

Fixed Defects • Logging In: Defect introduced in V2017.2. Cannot login to AScout if there is more than one active server license and

the "Assign Users to Server Licenses" setting is not enabled.

• Logging In: The "admin" account was not using the assigned server license when logging in.

• Advertiser Form: When entering a long email with a hyphen the text was being wrapped onto a second line which

was not visible.



• Added “Windows Authentication” to allow for users to bypass the AccountScout log-in screen when launching

AccountScout.

• Added capabilities required for the AccountScout mobile iPhone and Android app.

• Fixed defects.

Upgrade Notes • The database will be upgraded to version 2017.2.

General Changes • User Form: Added a "Windows User Name” option to associate an AccountScout user account with the "logged in"

Windows user. This provides for the capability to automatically log into AccountScout without the need to enter

AccountScout credentials. A "Windows User Name" is required for all users of the AccountScout mobile app.

• Log Out Capability: Added the menu item "File:Restart and Prompt for User" which restarts AccountScout and

displays the AccountScout Login dialog. This is necessary when Windows Authentication is by passing the

AccountScout login screen, and you would like to log into a different database, or log in as a different user.

Fixed Defects • Retail Order form: Fixed a defect that was showing the "Save button enabled after load" warning message after

loading some orders. This could result in unwanted Features being selected with newly scheduled runs.

Report Changes • Various Reports with Logos: Reduced the amount of memory required to render the following reports:

o 1.8.1 Agreement - Advertiser Copy

o 2.1.10 Advertiser Collection Letter

o 2.5.1.5 Payment Receipts

o 2.5.1.7 Advertiser Credit Receipts

o 3.1.1 Advertiser Retail Price Quote

o 3.1.2 Advertiser Retail Price Quote with Run Detail

o 3.2.1 Insertion Order - Advertiser View

o 3.2.2 Insertion Order - Advertiser View with Run Detail

o 4.1.1 Advertiser Classified Price Quote

o 4.1.2 Advertiser Classified Price Quote with Run Detail

o 4.2.1 Insertion Order - Advertiser View

o 4.2.2 Insertion Order - Advertiser View with Run Detail

o 5.2 Miscellaneous Order Receipt

• 2.3.x Advertiser Invoices: Reduced the amount of memory required to render the report.

• 2.4.1.x, 2.4.2.x, Advertiser Statements: Reduced the amount of memory required to render the report.

• 8.3.1 Users: Added the Windows User Name to the report to show the mapping between Windows user and

AccountScout user. Also added interactive sort to many of report columns.



Fixed Defects • DPS Digital Asset Manager Export: Fields that may have more than one decimal place, such as "ad width" were

getting rounded to a single decimal place.

• Settings Screen: A defect was introduced in version 2017.1 that caused an error when saving unless a value was

entered in the network path of the Digital Asset Manager tab.

Version 2017.1 Changes, (Apr 2017)


• Added the capability to export retail orders to the 3rd party DPS Ad Tracking system.

• Fixed several defects.

Upgrade Notes • The database will be upgraded to version 2017.1.

Retail Order Related Changes • Export Retail Ads Screen: Created a new setting labelled "Copy Image Files to Output Folder" on the Retail Export

tab of the Settings form, to suppress the copying of image files to the output folder.

• Export Retail Ads Screen: During the export process, a temporary output file is created which is renamed to the

desired extension after the export process is complete.

o This helps prevent users from prematurely accessing the output file before the export is complete.

Classified Related Changes • Export Classified Ads Screen: During the export process, a temporary file is created which is renamed to the desired

extension after the export process is complete.

o This helps prevent users from prematurely accessing the output file before the export is complete.

General Changes • Advertiser Form: Modified the columns, activity sort order, and column order of the Activity List to match the

Activity List on the main executive. Columns for Contact and Created By were also added.

Fixed Defects • Edit Retail Runs Dialog: When creating a new order, if the Edits Runs dialog is opened and closed after scheduling

runs but before saving the order, an error occurred.

• Edit Retail Runs Dialog: When a Sales Type is modified to be a "Classified Display," existing runs were not populating

the Classification and Group Classification drop lists when editing those runs.

• Interest, Invoice and Statement Batch Forms: After generating the batch or printing a batch report from the ribbon

bar, the "Selection Criteria" pane is enabled, allowing the user the capability to edit the filters with values that were

different than those used during the generate.

Version 2017 Changes, (Feb 2017)


• We changed our version number sequencing. The major version number is now the current year. As such, this

release is AccountScout 2017!

• The time required to load windows containing an Advertiser List has been reduced, especially in cases where the

advertiser list contains a large number of advertisers.

• The Advertiser List no longer displays the entire list of advertisers, but rather, waits to populate the advertiser list

until the user enters Search Text. (You can still enter a * in the Search Text window to display all advertisers).

Upgrade Notes • This release does not require any changes to the Database schema.


• Notify your staff on the changes to the Advertiser List, in particular, that the list will remain empty until they enter

some search text, such as part of the Advertiser’s Name.

General Changes • Advertiser List Search Behavior: The behavior of the search/filter feature in the Advertiser List used on the side of

many windows was modified as follows:

o The entire list of advertisers is no longer displayed by default when a window is loaded.

o The user may enter a * in the search window to see the entire list of advertisers.

o After 3 characters of search text are entered, the search looks for matches anywhere in the column (such as

name or phone) being searched.

o When the search text is 3 characters or less, matches beginning with the search text are displayed.

• Main Window: The Expiring Retail Orders, Expiring Retail Quotes and Retail Runs On Hold panels were modified to

filter the displayed orders and runs based on the order or run having an advertiser to which the user is permitted

(based on the user's allowed billing offices and allowed sales reps).

o Previously, orders and runs were filtered based on the order and runs having a sales rep that is one of the

user's allowed sales reps.

Fixed Defects • Slow Loading of Some Windows: When a large number of advertisers were being displayed in the Advertiser List,

those windows could be slow to load.



Fixed Defects • Agreements Screen: This defect was introduced in V11.0. The following error is reported when loading any record.

"An error occurred while determining whether the agreement is being used on a retail order.”

• Miscellaneous Order form: This defect was introduced in V10.1. Orders saved with applied Sales Tax cannot be

updated or deleted.

Version 11.0 Changes, (Sep 2016)


• Capabilities that facilitate sharing of an AccountScout database across multiple properties through the definition of

Billing Office Sets and Rate Cate Sets.

• Capability to customize the order entry selections, Discounts, Sales Types, Sections, and Group Classification, based on

Rate Card, like the existing behavior for Features.

• Classifieds can now contain tabs as well as bulleted and numbered lists that are retained for InDesign exports.

• Other features and corrections were included in this release that address many user requests. Please reference the

following sections for a list of the enhancements.

Upgrade Notes The following Upgrade Notes are informational and do not require any action. Consult the Online Help for more information

about using the new features.

• Database Upgrade: The database schema is upgraded to version 11.0.0.

• New Billing Office Set: During the upgrade, a Billing Office Set named "All Billing Offices" is created and each existing

Billing Office is assigned to it.

• Billing Office Set on Batch Forms: Billing Office Set is now required on all batches. During the upgrade, the special

"All Billing Offices" billing office set is assigned to all existing batches.

• Deposit Form: Billing Office Set is now required on all deposits. During the upgrade, the special "All Billing Offices"

billing office set is assigned to all existing deposits.

• New Rate Card Set: During the upgrade, a Rate Card Set named "All Rate Cards" is created and each existing open,

contract and classified rate card is assigned to it.

http://www.fakebrains.com/asnethelp/v11/index.htm

Recommendations and Things You Need to Do After Upgrading Following is a list of things that you may need to do, or recommendations pertaining to this V11.0 upgrade:

• New Permissions: Please review the “User Permission Related Changes” section below for information about the

permission changes associated with the new features.

• Production Classified Template: For the enhanced tab and bullet feature, production may need to set the tab stops to

.125 inches or 9 points to match the default tab stop interval in AccountScout for classified advertising.

o This should be done in InDesign and Quark for the template document that is used for each issue.

User Account and Permission Related Changes Following is a list of user account administration items associated with the new V11.0 features. View current User account settings at Define: Users; view current permission settings at Define: Roles.

• User Form: Added the capability to assign a User to one or more Billing Office Sets and/or Rate Card Sets.

• New Report Data Permissions: The following report data permissions were added. These permissions were

automatically added to the "Full Report Data Access" role during the database upgrade:

o Include Batches for all Billing Office Sets

o Include Deposits for all Billing Office Sets

• New Batch Form Permissions: A new permission was added to the Invoice, Statement and Interest Batch forms to

"Show all Billing Office Sets."

o This overrides the user's assigned Billing Office Sets when displaying batches in the side list on the form, and

Billing Office Sets in the drop list.

o During the upgrade, Roles with access to open the batch form are automatically assigned to the new

permission.

• New Deposit Form Permissions: A new permission was added to the Deposit form to "Show all Billing Office Sets."

o This overrides the user's assigned Billing Office Sets when displaying deposits in the side list on the form,

and Billing Office Sets in the drop list.

o During the upgrade, Roles with access to open the deposit form are automatically assigned to the new

permission.

• New Open Rate Card Form Permissions: Three new permissions were created to open, create and update the Open

Rate Card form.

o A permission was also added to "Show all Rate Card Sets." This overrides, the user's assigned Rate Card Sets

when displaying open rate cards in the side list on the form, and Rate Card Sets in the drop list.

o During the upgrade, Roles with access to view the Define menu were automatically assigned to these new

permissions.

• New Contract Rate Card Form Permissions: Three new permissions were created to open, create and update the

Contract Rate Card form.


when displaying contract rate cards in the side list on the form, and Rate Card Sets in the drop list.


permissions.

• New Classified Rate Card and Pricing Form Permissions: Three new permissions were created to open, create and

update the Classified Rate Card and Pricing form.


when displaying contract rate cards in the side list on the form, and Rate Card Sets in the drop list.


permissions.

• New 7.x Analysis Reports Permissions: Roles having permission to the "7.0 Analysis" report node are given

permission to the new 7.x reports during the upgrade.

• New 2.2.12, and 2.2.13 Reports Permissions: Roles having permission to the "2.2 Billable Items" report node, are

given permission to the new 2.2.12, 2.2.13 Billable Items by Advertiser Type reports during the upgrade.

Billing and Accounting Related Changes Following is a list of billing and accounting related items associated with the new V11.0 features.

• Billing Office Set: A new Define Billing Office Sets form was created to help bookkeepers manage statement, invoice,

and interest batches as well as deposits across properties sharing a database. Billing offices are now assigned to a

Billing Office Set to group billing offices during accounting related tasks.

• Invoice, Statement and Interest Batch forms: The following changes were made:

o A Notes field was added to allow a bookkeeper to describe the purpose of the batch and to provide

instructions on the changes necessary for each month.

o A Billing Office Set drop list was added to the form and the user may only generate batches for Billing

Offices associated with the selected Billing Office Set. The side list of batches is now restricted to show only

the batches for which the user has access.

• Deposit form: The following changes were made:

o The Deposit Account is automatically selected when creating new deposits and the list contains a single

active Deposit Account.

o A Billing Office Set drop list was added to the form. A user may only add payments to the deposit for the

billing offices associated with the selected billing office set. The side list of deposits is now restricted to

show only the deposits for which the user has access.

Rate Card Related Changes Following is a list of rate card related items associated with the new V11.0 features. The referenced forms are accessed from the Define menu.

• Rate Card Sets: A new Define Rate Card Sets form was created to help manage retail and classified rate cards on the

order screens, across users at different properties, sharing a database.

• Define Open Rate Cards, Define Contract Rate Cards and Define Classified Rate Cards forms: A Rate Card Set drop

list was added to the forms and contains only rate card sets for which the user has access. The side list of rate cards is

now restricted to show only the rate cards for which the user has access.

• Restricting User Access to Rate Cards: An administrator may restrict rate card access by creating and then assigning

Rate Card Sets on the Define User form. This restricts rate card selection on the Retail Order, Classified Order and

Agreement forms to those rate cards associated with Rate Card Sets for which the user has access.

• Restricting Group Classifications on Rate Cards: An administrator may restrict Group Classifications by Rate Card

using the Define Open Rate Cards, Define Contract Rate Cards and Define Classified Rate Cards forms.

• Restricting Discounts on Rate Cards: An administrator may restrict Discounts by Rate Card using the Define Open

Rate Cards, Define Contract Rate Cards and Define Classified Rate Cards forms.

• Restricting Sales Types on Rate Cards: An administrator may restrict Sales Types by Rate Card using the Define Open

Rate Cards, Define Contract Rate Cards and Define Classified Rate Cards forms.

• Restricting Sections on Rate Cards: An administrator may restrict Sections by Rate Card using the Define Open Rate

Cards, Define Contract Rate Cards and Define Classified Rate Cards forms.

• Define Classified Rate Card and Pricing form: When a current rate card is loaded, clicking the New button now

retains the rate card values for the new rate card.

Retail Order Related Changes Following is a list of changes to the Retail Order form associated with the new V11.0 features.

• Change in the form layout to move the selection of Rate Card and Rate before other Ad Details. This is required in

order for the Sales Types and Sections selections to be linked to Rate Card.

• For selections that are required when entering a new order, when there is only one value in a drop list menu, that

value will automatically be selected.

• When loading an order, if the order was saved with a value that is no longer active or no longer valid (e.g., no longer

allowed by the selected rate card or no longer allowed for the current user), the value will be included in the drop list

menu for the current order. However, runs cannot be scheduled when that value is selected.

Classified Related Changes Following is a list of changes related to Classified advertising associated with the new V11.0 features.

• InDesign Classified Export: Ads containing basic bullet and number lists are now exported for import as lists into

InDesign. Quark exports do not support bulleted and numbered lists.

• Classified Text entry:

o In the Classified Text area, the default tab stop intervals were reduced to 9 points (1/8 inch) from a previous

interval of over 56 points.

o In the Classified Text area, the user may use basic bulleted and numbered lists which are now exported to

production.

• Classified Order Ad Details:

o The Classified Order form layout has been changed to move the selection of Rate Card and Rate before

other Ad Details. This is required in order for the Sales Types and Group Classifications selections to be

linked to Rate Card.

o For selections that are required when entering a new order, when there is only one value in a drop list

menu, that value will automatically be selected.

o When loading an order, if the order was saved with a value that is no longer active or no longer valid (e.g.,

no longer allowed by the selected rate card or no longer allowed for the current user), the value will be

included in the drop list menu for the current order. However, runs cannot be scheduled when that value is

selected.

General Changes • Agreement Form: The following changes were made:

o A user may now change all fields after saving a new Agreement, so long as the agreement is not "in use."

o A user may now delete an Agreement that is not "in use."

• Define Menu: The Advertiser Set and the new Billing Office Sets and Rate Card Sets menu items were added to a new

Sets sub-menu.

• Advertiser Quick List: Modified the list to always display advertisers in inactive billing offices to which the user is

permitted. Previously advertisers in inactive billing offices were only displayed if there was only one active billing

office to which the user was permitted.

Fixed Defects • Various Text Entry Fields: Typing ctrl-x in the many fields throughout AccountScout when selecting partial text, was

causing AccountScout to crash.

• Advertiser and Activity forms: Inactive contacts were being included in the contact drop list.

• Pricing Adjustments on Order forms: When an existing order is loaded, the "order price before sales tax" value was

not initialized on the Pricing Adjustments tab. This resulted in incorrect pricing adjustment calculations when

adjusting the order price by a specified percentage.

• Define Open Rate Card and Define Contract Rate Card Forms: When a current rate card is loaded, clicking the New

button was not retaining all of the values (except for the Name) for the previous loaded rate card.

• Retail Order form: If a classified display sales type is selected, group classifications were being displayed in the

classification list. Selecting one of these values resulted in an error.

• Dashboard Revenue Tile: The stated revenue did not match the 2.2.x billable item report's revenue totals. The

dashboard revenue was including "quoted" runs in the revenue total and in the charts. Also, cancelled, invoiced runs

were incorrectly being excluded from the total and the charts. The revenue and charts now match the default

behavior for billable item reports.

New Reports • 2.2.12 Billable Items Comparison by Advertiser Type: This report compares the total sales of one period against

another period for each Advertiser Type.

• 2.2.13 Billable Items by Advertiser Type: This report lists billable items grouped by the Advertiser Type associated

with the advertiser.

• 7.8.1 - 7.8.4 Billing Office Analysis: Added analysis reports to view Sales (i.e. billable items) grouped by Billing Office

and Sales Types by week of month, month, day of week, or quarter.

• 7.8.5 - 7.8.8 Billing Office Analysis: Added analysis reports to view Sales (i.e. billable items) grouped by Billing Office

and Publication by week of month, month, day of week, or quarter.

• 7.9.1 - 7.9.4 Sales Rep Analysis: Added analysis reports to view Sales (i.e. billable items) grouped by Sales Rep and

Sales Types by week of month, month, day of week, or quarter.

Fixed Report Defects • 8.1.1, 8.1.2 Retail Rate Card Pricing Reports: In rare scenarios one or more Rate Name Pricings were not being

displayed when printed, but were displayed in the preview window.

Report Changes • Blue Synapse Report Color Scheme: Modified the color between detailed lines on reports to be a little darker to

show up better on hard copy prints.

• (User) Report Filters: All reports having a filter on data based on the user's permission, no longer display a

sometimes truncated list of the first 15 filtered items on the report, but rather display "User's All." This indicates that

the report has been filtered based on the user's permission, even though the user did not choose to filter the report

data. For user's with full data access, the word "All" is displayed when the given filter returns all of the data.

• 1.1 Activity List: The Priority, Type and Status text is now wrapped onto multiple lines rather than truncating names

that do not fit on a single line.

o Added a phone number column to display the contact's primary phone number, or if empty, the advertiser's

main phone numb

• 2.2.1, 2.2.3, 2.2.11 Billable Item Reports: Updated the look and feel and extended the margins to avoid cutting off

text on some printers.

• 2.2.4, 2.2.5, 2.2.6 Billable Items Reports: Updated the look and feel and changed columns displayed to better match

report 2.2.1.

• 2.3.x Invoice Reports: These reports now only include invoices associated with batches for Billing Office Sets for

which the user has access, as well as invoices that were manually created.

o The Invoice Batches (Users: Billing Office Set) filter has also been modified to include only batches associated

with Billing Office Sets for which the user has access.

• 2.4.1.x Balance Forward Statement Reports: These reports now only include statements associated with batches for

Billing Office Sets for which the user has access, as well as statements that were manually created.

o The Statement Batches (Users: Billing Office Set) filter has also been modified to include only batches associated


• 2.4.3.x Volume Discount Reports: These reports now only include statements associated with batches for Billing

Office Sets for which the user has access, as well as statements that were manually created.

o The Statement Batches (Users: Billing Office Set) filter has also been modified to include only batches associated


• 2.5.1.3, 2.5.1.4, 2.5.1.8 Payments By Reports: These reports now only include payments associated with Deposits

for Billing Office Sets for which the user has access, as well as payments that are not associated with a deposit.

o The Deposit Filter has also been modified to show only deposits associated with Billing Office Sets for which the

user has access.

• 2.5.1.6 Advertiser Credits: Modified the time stamp text to better identify the credit to which it belongs. Updated

the report's overall look and feel.

• 2.5.2.3 Advertiser Debits: Updated the report's overall look and feel.

• 2.5.2.5 Interest Charges: This report now only includes interest charges associated with batches for Billing Office

Sets for which the user has access.

o The Interest Batches (Users: Billing Office Set) filter has also been modified to include only batches associated


• 7.3.6 Deposits: This report now only displays the deposits associated with Billing Office Sets for which the user has

access. A Billing Office Set filter was also added to the report.

• 8.1.3 Retail Open Rate Card Pricing Matrix: Now a zero is displayed (rather than a blank space) when a regular or

pickup rate is zero, and a dash when no rate is provided. Also updated the report's look and feel.

• 8.2.1 Classified Rate Card Pricing Matrix: Added Rate Card Set, as well as sections for restricted Discounts, Sales

Types and Group Classifications.

• 8.3.1 Users: Added the Billing Office Sets and Rate Card Sets associated with the user.

Web Service Changes • GetOrderRunDates: Added a GetOrderRunDates request that returns the first and last run dates for an order.

Version 10.2.1 Changes, (Feb 2016)


• Retain form layouts across future upgrades and for roaming users.

Upgrade Notes • This upgrade contains changes to the database schema which is performed automatically when opening the database

from AccountScout for the first time after upgrading.

• All user settings will be lost on this upgrade, but will be retained in future upgrades.


• Settings: Added a new setting, "Xtags Maximum Box Height" to the Classified Export tab. This setting determines the

maximum height of boxes when exporting to an Xtag format. Verify the default value of 9 inches is what you would

like. It is recommended this setting is less than the height of your smallest publication's page.

• New Permissions: A new role named "Full Report Data Access" was created and assigned to each AccountScout user

during the database upgrade. It provides access to the three new permissions that can limit the data rendered on

reports. Determine which users should limit report data to the Users, Sales Reps and Billing Offices associated with

the user account. By default, users will continue to have access to all data for all users, sales reps, and billing offices.

Classified Related Changes • New Classified EM Xtags Export setting for Maximum Box Height: This new setting on the Classified Export tab,

allows for setting the default max height for boxes in the classified export. (The default value is 9 inches).

• Classified Export of Single Column Display Ads: When including single column classified display ads, and an ad image

file is not present text of the missing image information is now included with the marker "<<##" above an empty box

drawn with the size entered on the retail screen for the classified display.

General Changes • User Settings: User settings for form location and pane layout, has been moved from a local profile to a roaming

profile to allow for the retention of settings when logging into a different computer.

• Cascading Windows: Added a new Window:Cascade menu item to resize the main executive to fill the primary

monitor and to cascade all open windows onto the primary monitor.

• About Form: Added the display of the Window's User, Computer Name, Operating System, and User Configuration

File path to the status area.

User Permission Related Changes • New Permissions: Permissions have been added to limit the data displayed in most every report, to the Users, Sales

Reps and Billing Offices associated with the user’s account. Three new permissions were added on the Define Roles

form’s Report tab as follows:

o Include All Users: If set, reports such as activity reports will include the data for all users ignoring the Users

associated with the currently logged in user.

o Include All Sales Reps: If set, reports will include the data such as sales data for all Sales Reps, ignoring the

sales reps associated with the currently logged in user.

o Include All Billing Offices: If set, reports will include the data such as sales data for all Billing Offices,

ignoring the billing offices associated with the currently logged in user.

Fixed Defects • User Settings: User settings for form location and pane layout will now preserved from across most AccountScout

upgrades.

• Classified Export of Single Column Display Ads: When including single column classified display ads, and an ad image

file is not present, the classified flow into InDesign and Quark was halting.

• Loading Forms "Off Screen": When alternating between multiple monitors and single monitor configurations, there

were times when forms loaded outside of the monitor's viewable area.

• Feature Form: An unhandled exception is thrown if more than one row is selected in the Feature Pricings table when

the Uncheck All button is clicked.

• Pricing Adjustments and Quick Payments on Classified and Retail Order Forms: Under some circumstances, it is

possible to create a quick payment where the invoice has a Balance Due of $0.01 even though the Amount and

Applied Credit Total values are equal.

• Retail Rate Pricing Form: When Per Column Inch pricing is selected, the form allowed for the user to enter values into

the Regular Price and Pickup Price that contain more than 5 digits after the decimal point. Now the user is notified if

the limit is exceeded.

• Advertiser Side List: In some instances, the Advertiser Name column was not resizing to display the entire name.

Fixed Report Defects • 2.4.1.3 Statement with Detail by Order: The report was only displaying the Features and Discounts for one run in an

order. Further, the amounts displayed for the Base Price, the Features, and Discounts were only from that run. The

report was modified to display the Features and Discounts for all runs in the order, with the amount being the sum

across runs. The Base Price was also modified to display the sum run price (without features and discounts) for all

runs in the order.

• 3.3.x Retail Manifest Reports: Changed the rate to display more than 2 decimal places (up to 5) when non-zero.

• 3.4.8 Retail Sales by Advertiser: An "Error" was being displayed in the % Unit Sales column when the Units h an

amount of zero.

• 8.1.1, 8.1.2 Retail Rate Card Pricing Reports: Changed the rate to display more than 2 decimal places (up to 5) when

non-zero.

Report Changes • 3.3.10 Retail Manifest - Ad Copy: Added interactive sort capability to the Description column.

Web Service Changes • The web service needs upgrading in order to connect to databases with the upgraded schema.



• Modified all non-bookkeeper and non-setup reports to restrict data to those advertisers associated with the logged in

user’s allowed sales reps and billing offices.

Upgrade Notes • There are no schema changes.


• Set Report Permissions to Limit Data: Set permissions as necessary to allow for reports to display data for all users,

sales reps, or billing offices for power users.

CRM Related Changes • Sales reps can now run reports without seeing other sales rep’s data.

User Permission Related Changes • New Report Permissions: Permissions allow for report data to “Include all Users,” “Include all Sales Reps,” and

“Include all Billing Offices.”

Report Changes • All non-bookkeeper and non-setup Reports: The report's data is now restricted to those advertisers associated with

the logged in user's allowed sales reps and billing offices. However, new report permissions allow for viewing all data

as in prior AccountScout versions.

Version 10.1.3 Changes, (Nov 2015)


Fixed Defects • Quick Payment Auto-Clear Credit Holds: This defect was introduced in V10.1. If a user that does not have "remove

hold" permission creates a quick payment for a run that is on credit hold, then an error message is displayed when

the quick payment dialog is closed.

Version 10.1.2 Changes, (Oct 2015)


Fixed Defects • Dashboard: In some scenarios, some of the bars in a bar chart were assigned to the incorrect grouping.



Fixed Defects • Classified Import Batch: A defect introduced in V10.1, caused an error to occur when loading the form.

Report Changes • 2.4.1.2, 2.4.1.3 Balance Forward Statement with Detail: Added a "Base Price" check box to show the price of ad runs

without features and discounts in the run detail area on the statement.

• 2.3.1, 2.3.2 Invoices: Added a "Base Price" check box to show the price of ad runs without features and discounts in

the run detail area on the invoice.

Fixed Report Defects • 2.3.1, 2.3.2 Invoices: In some cases the text along the left edge of the invoice was being cut off by the printer.

Version 10.1 Changes, (Oct 2015)


• Created a customizable dashboard with tiles and charts showing major indicators for your assigned advertisers.

• User customizations to the advertiser side list are now saved between AccountScout sessions.

• Improved the user interface performance when loading data.

• The process for placing pre-paid orders for advertisers without credit has been simplified.

Upgrade Notes • This upgrade contains changes to the database schema which is performed automatically when opening the database

for the first time from AccountScout V10.1.

• MySQL Notes: The upgrade may take tens of minutes for MySQL databases. Be sure to back up your MySQL

database prior to running the database upgrade since a failure will require a manual restore.


• Settings: Evaluate and provide values for the following new settings to match your business practices.

o Quick Payment Automatic Credit Hold Reason: Provide a value to enable the capability to automatically

place runs on a credit hold prior to creating a Quick Payment. This setting is located on the Accounting tab.

• Dashboard Charts, Tiles and Data: A new dashboard has been created, and all users are automatically assigned to a

newly created "Dashboard Full Access" role during the upgrade.

o Each user has access to their "allowed data" based on their associated Sales Reps and Billing Offices.

o Review these permissions to verify the users are seeing only the data and charts in the dashboard for which

they should have privilege to view.

• Assign Permissions for New Reports: There are new permissions for each of the new reports (see New Reports

section) that will not appear within AccountScout until you give access to those items to the pertinent users.

Accounting Related Changes • Quick Payment Dialog: The quick payment dialog was modified to not allow the user to modify the quick payment

amount that is initially set when the dialog opens. (This amount is the sum of the prices of the runs included in the

quick payment.)

• Settings Screen: Added a new setting (Automatic Credit Hold Reason) on the Accounting tab, to enable the automatic

placing of runs on "credit hold" prior to displaying the Quick Payment dialog on the Classified and Retail order forms.

CRM Related Changes • Main Executive Activities List: Added a column to contain the name of the person who created the activity.

• Activity Screen: Added the name of the user who created the activity along with the date and time of creation. Also,

modified the look and feel of the advertiser and contact names.

• Activity Quick Note and Quick Follow Up Screens: Added the capability to change the "Assigned To" on the follow up

activity to someone other than the currently logged in user.

• Activity Form: Implemented performance enhancements to the user interface when loading an activity.

Quick Payment Changes • Quick Payment Dialog: In order to prevent user errors, the amount paid now cannot be changed.

• Retail, Classified and Miscellaneous Order Screens: When opening the Quick Payment dialog, the order is

automatically saved if necessary.

• Retail and Classified Order Screens: Runs can automatically be placed on credit hold before opening the quick

payment dialog. This allows the order to be saved even if the advertiser is at their credit limit. o Note: To enable this capability, select a value on the Settings form for the Automatic Credit Hold Reason.

• Retail and Classified Order Screens: When the Quick Payment dialog is closed; credit holds on runs included in the

quick payment are automatically cleared.

Retail Order Related Changes • Retail Order Screen Added a Delete button to the Ad Copy toolbar, giving users the capability to delete an image file

from the AccountScout repository. The look and feel of the Ad Copy panel was also modified for an intuitive user

experience.

General Changes • New Dashboard: A user customizable dashboard was added to show a snapshot of the key metrics for the user's

allowed sales reps, billing offices, and advertisers.

• Advertiser Side List: The following changes were made:

o Added a filter on Billing Office.

o Added columns in the advertiser list to display the Advertiser Set and Billing Office.

o Added the capability to rearrange columns in the grid. The following items are now saved across

AccountScout sessions for each Windows user:

▪ The columns that are visible.

▪ The order of the columns.

▪ The visibility of the Filter and Search panes.

▪ The last used Search column.

• Miscellaneous Order Screen: Implemented performance enhancements to the user interface when loading an order.

• Advertiser Screen: The following changes were made:

o Implemented performance enhancements to the user interface when saving a new advertiser.

o Changed the Retail and Classified Orders lists to show the Start and End Dates further to the left to prevent

scrolling. Also, modified the default sort to show those orders with the latest End Date first (i.e. show

orders in progress at the top).

User Permission Related Changes • Dashboard: Each Tile and Chart is associated with a permission, as well as the capability open the Dashboard in

general.

• New Reports: All new reports (See New Reports section) have permissions to view the report. By default, these

reports are hidden for non-admin users.

Fixed Defects • Retail Order screen: The Upload button on the Ad Copy tab was generating an error if the upload attempts to replace

an image file that has been displayed in the Edit Runs dialog.

• Classified Order screen: In some cases after deleting a run after the locked accounting period, an error occurred

when saving the order that says "Cannot modify a billable item with a date in the locked accounting period."

• Retail and Classified Order screens: In some cases after creating a Quick Payment the runs in the Scheduled Runs list

were not showing as being invoiced.

• Miscellaneous Order screen: The Quick Payment button was not displayed in the ribbon bar for non-admin users

having privilege.

• Generating Order Numbers: In some rare cases, AccountScout would hang when trying to save a new order.

• Define Pricing Adjustment Reasons screen: The button to hide or show "inactive reasons" in the side list, was not

working properly. • MySQL Memo Field Size Limit: Memo fields in the database were being limited to 65K characters in MySQL

databases.

New Reports • 3.3.12 Classified Display Manifest by Publication and Classification: This report lists classified display ads grouped by

publication and classification.

Fixed Report Defects • Report 2.1.16 Account Balances for Earned Revenue with Detail: An error occurred when applying one or more of

the following filters: advertiser set, sales rep, billing office.

Report Changes • 2.1.5, 2.1.14 Account Balances by Sales Rep Reports: Widened the advertiser name column and modified long

advertiser names to wrap onto multiple lines. Also consolidated the balances over 90 days to a single 91+ balance

column.



Fixed Defects • Roles Form: When loading a role having permission to a newly deleted report, an error occurred. This defect was

introduced in V10.0.

Version 10.0 Changes, (Apr 2015)


• Changes were made to provide faster response times throughout AccountScout when saving to the database.

• Added 17 new reports and made changes to many other reports.


• Assign Permissions for New Reports: There are new permissions for each of the new reports (see New Reports

section) that will not appear within AccountScout until you give access to those items to the pertinent users.

• No Database Schema Changes: There were no schema changes from Version 9.1 to 10.0.

General Changes • Faster Saves: The number of trips to the database has been reduced when saving items in AccountScout. This

results in significantly faster response times throughout all of AccountScout, but especially when the database server

is remotely located.

Accounting Related Changes • Advertiser Screen: Added an Account Balances menu to the Advertiser Reports ribbon bar button. This menu

contains reports showing the detail comprising the advertiser's account balance and aged balances.

• Statement Batch Screen: Significantly improved performance to reduce the time it takes to generate a batch as well

as to "undo" a batch.

• Invoice Batches: Improved performance to reduce the time it takes to generate a batch as well as to "undo" a batch.

• New Account Balance Reports: New reports (2.1.15, 2.1.16) have been created to show the open debits and credits

that make up an account balance and aging, even for dates in arrears.

CRM Related Changes • Advertisers Screen: Added a Sales Analysis menu to the Advertiser Reports ribbon bar button. This menu contains

many reports for analyzing an advertiser's sales.

Retail Order Related Changes • Retail Order Screen: Improved performance to reduce the time it takes to save an order.

• Advertiser Screen: Added the Retail Ad Copy List report to the Reports ribbon button to display the advertiser's retail

runs and ad copy status.

Classified Related Changes • Classified Order Screen: Improved performance to reduce the time it takes to save an order.

User Permission Related Changes • New Reports: All new reports (See New Reports section) have permissions to view the report. By default, these

reports are hidden for non-admin users.

Fixed Defects • Classified Import: When importing classifieds, the ad text and other attributes (such as classification) for runs added

to an existing order were being ignored and the order's ad text and attributes were being used. This also was

occurring for new orders being imported with runs that had different ad text within the order.

• Classified Order Screen: In some cases, after loading an order that contains images and “auto-apply” classified

features are defined, attempting to reschedule runs was causing an error.

• Calculating Balance Forward Statements: In some rare cases, the "balance forward" aging on a statement did not

match the aging on the reports and the advertiser screen.

• Payment Screen: In some cases, clicking the Load button on the Volume Discount Offers tab was causing an error.

New Reports • 2.1.15 Account Balance Detail: This report shows the open debits and credits that make up an account balance and

the aging. This report may be run in arrears for dates in the past.

• 2.1.16 Account Balance for Earned Revenue with Detail: This report shows the open debits and credits for earned

revenue that make up an account balance and the aging. This report may be run in arrears for dates in the past.

• 3.4.15 Retail Sales by Rate Card: This report summarizes retail run sales by rate card, rate and publication for a date

period.

• 3.5.7 Expiring Retail Orders: Lists retail orders with a last run in the given date period. This report is intended to be

used to make sales calls to advertisers to resell retail orders coming to an end.

• 4.3.7 Expiring Classified Orders by Sales Rep: Added a column for the order's "Average Run Price" and the capability

to show and hide order details and ad text.

• 4.3.11 Expiring Classified Orders: Lists classified orders with a last run in the given date period. This report is

intended to be used to make sales calls to advertisers to resell classified orders coming to an end.

• 4.4.15 Retail Sales by Rate Card: This report summarizes classified runs by rate card, rate and publication for a date

period.

• 7.5.1 Week of Month Sales by Advertiser and Sales Type: Displays Advertiser and optionally Sales Type revenue by

the week of the month. The first 7 days of the month is week 1, the next 7 days is week 2, etc. Days after 28 are

grouped in Week 5.

• 7.5.3 Day of Week Sales by Advertiser and Sales Type: Displays Advertiser and Sales Type revenue grouped by the

day of the week.

• 7.5.4 Quarterly Sales by Advertiser and Sales Type: Displays Advertiser and Sales Type revenue grouped by quarter.

• 7.6.1 Week of Month Sales by Publication and Sales Type: Displays Publication and optionally Sales Type revenue by


grouped in Week 5.

• 7.6.3 Day of Week Sales by Publication and Sales Type: Displays Publication and Sales Type revenue grouped by the

day of the week.

• 7.6.4 Quarterly Sales by Publication and Sales Type: Displays Publication and Sales Type revenue grouped by

quarter.

• 7.7.1 Week of Month Sales by Sales Type and Publication: Displays Sales Type and optionally Publication revenue by


grouped in Week 5.

• 7.7.2 Monthly Sales by Sales Type and Publication: Displays Sales Type and optionally Publication revenue by month.

• 7.7.3 Day of Week Sales by Sales Type and Publication: Displays Sales Type and optionally Publication revenue by day

of week.

• 7.7.4 Quarterly Sales by Sales Type and Publication: Displays Sales Type and optionally Publication revenue by

quarter.

Fixed Report Defects • 3.4.2, 3.4.3, 3.4.4 Retail Order Reports: When not showing the time stamp, the space for the extra row was not

being relinquished.

• 3.4.7 Retail Sales by Rate Name: The Sales Tax totals were incorrectly displaying the totals for Adjustments.

• 3.5.5 Expiring Retail Orders by Sales Rep: The number of publications in the report summary was not calculated

correctly.

• 4.4.2, 4.4.3, 4.4.4 Classified Order Reports: When not showing the time stamp, the space for the extra row was not

being relinquished.

• 4.3.7 Expiring Classified Orders by Sales Rep: The number of publications in the report summary was not calculated

correctly.

Report Changes • All Reports with a Date Period: Added options for "Last 7 Days" and “Last 30 Days" to the date period drop list.

• 1.1 Activity List: Added a "Show Time Stamp" check box to display the creation and last modified user name and

times.

• 3.4.1 Retail Orders, 3.5.3 Retail TFN Orders: Updated the look and feel. Added a "Show Detail" check box to display

the run detail for each order.

• 3.4.3 Retail Price Quote List: Updated the look and feel.

• 3.4.7 Retail Sales by Rate Name, 3.4.14 Retail Runs by Retail Rate: Added filters for open and contract rate cards.

• 3.5.5 Expiring Retail Orders by Sales Rep: Added a filter on sales type associated with the order, and added the sales

type to the report. Also added a "Show Details" check box to allow for hiding the order details.

• 3.5.7 Expiring Retail Orders by Sales Rep: Added a column for the order's "Average Run Price."

• 4.3.7 Expiring Classified Orders by Sales Rep: Added a filter on sales type associated with the order, and added the

Sales Type and Average Run Price to the report.

• 4.4.2 Classified Orders with Run Detail: Added a "Show Details" check box to allow for hiding the run details.

• 4.4.7 Classified Sales by Rate Name: Report cleanup, added rate and rate card filters.

• 7.6.2 Monthly Sales by Publication and Sales Type: Added the capability to view as a Summary or "Expanded View"

with more columns for analysis.

Report Number and Name Changes • 3.4.7 Retail Sales by Rate Name: This report has been renamed to Retail Sales by Publication and Rate

• 7.1.5 Sales by Sales Type Chart: This report has been renumbered to 7.7.5

• 7.1.6 Monthly Sales by Publication and Sales Type: This report has been renumbered to 7.6.2

• 7.1.7 Monthly Sales by Advertiser and Sales Type: This report has been renumbered to 7.5.2

• 7.1.8 Dormant Advertisers: This report has been renumbered to 7.5.6

• 7.1.9 Recruited Advertisers: This report has been renumbered to 7.5.7

• 7.4.5 Ad Sales Summary by Advertiser: This report has been renumbered to 7.5.5

Deleted Reports • 3.4.2 Retail Orders with Run Detail: Deleted this report, since report 3.4.1 Retail Orders now has a check box to

"Show Detail" which displays the run detail for each order.

Web Service Changes • Get…Associations Requests: <Defect Fix V9.1.1> Inactive associations were being returned.

Version 9.1 Changes, (Sep 2014)


• Added contact management tools to quickly create a “note” or to schedule a “follow up” activity.

• Added capability to set the leading percentage in classifieds to provide a more accurate measure of “ad height.”


• Database Schema Changes: The database schema will automatically be upgraded to Version 9.1.0.

• Settings: Add values for the items on the new "Activities" tab that are required before you may use the new Quick

Follow Up, and Quick Notes screens.

• Settings: Set the new "Leading Percentage" value on the "Classifieds" tab. This should match what is used in

production so that the computed AccountScout ad heights better match the height in print.

• New User Custom Dictionary: The format of the shared custom user dictionary has changed, and will get

automatically upgraded.

Accounting Related Changes • Invoice Form: Added a "Paid", "Partially Paid" or "Past Due" label to the invoice to easily identify the invoice status.

For paid invoices, the date of the invoice's final payment is also displayed.

CRM Related Changes • Activity Quick Note: Added a menu option to each "Advertiser Side List" as well as to the Advertiser main menu

called "Activity Quick Note." This brings up a screen that allows for a user to quickly document a new completed

activity with the capability to schedule a new follow up activity.

• Activity Quick Follow Up: Added a menu option to the "Advertiser Side List" as well as to the Advertiser main menu

called "Activity Quick Follow Up." This brings up a screen that allows for a user to quickly create and schedule a new

"follow up" activity.

• Activity Form: The following changes were made:

o Added a ribbon bar button for the new "Quick Follow Up" and "Quick Note" windows.

o Moved the Title column in the side list to be second column so it is more visible.

o Added a right-click "Suggestion" context menu to quickly repair misspelled words in the Title and Notes

areas.

• Main Screen - Activities Pane: Set the default sort to show the most recent activities at the top of the list.

Classified Related Changes • Classified Order Form: The dialog to select an image file, now defaults to display all supported image files.

Previously, it defaulted to display only ".bmp" files.

• Classified Order Form: Ad height (in inches), was being computed with a default leading of 120%. This has been

modified to compute the ad height using the new Setting value for the Leading Percentage.

General Changes • Floating License Tool: This tool available from the "Tools: Floating License Tool" menu option, provides information

about which Windows users currently have a floating license with a button to attempt to release all "dormant

licenses."

• Settings Form: The following changes were made:

o Added a "Leading (Percentage of Font Size)" classified orders setting. This setting affects the computed inch

height of the ad, but does not change the visual appearance of the leading within AccountScout.

o Added an "Activities" tab to specify values to use when a user creates an "Activity Quick Note" or an

"Activity Quick Follow Up."

o Removed the "Classified Line Spacing" setting, which was not having an effect on the computed inch height.

Fixed Defects • Classified Order – Classified Text Pane: The following defects were fixed:

o When deleting or resizing an image the inch height of the ad was not getting recomputed.

o Clicking the Compute Size button did not recalculate the ad size when the "Update Size While Typing"

checkbox was checked.

o Images inserted at the bottom of the ad were not being inserted correctly when other images already

existed in the ad.

• Classified Order Form - Column Width: The column width precision has been expanded beyond two decimal places.

Previously, precision beyond 2 decimal places was ignored.

• Activity Form: When creating a new contact, the Contact screen was not displayed properly in the foreground.

• Main Screen - Various Panes: The following panes were not retaining the sort order when refreshing the list:

o Expiring Retail Orders

o Expiring Retail Price Quotes

o Retail Runs on Hold

o Activities

Fixed Report Defects • 2.1.x, 7.2.1, 7.3.1 Account Balance Reports: In somewhat rare circumstances, the aged account balances were not

producing the correct result when the As Of Date was set to the current date and there were Accounts Receivable

entries having a posting date after the As Of Date.

• 2.4.2.x Open Item Statement Reports: Open item statements for advertisers having an account balance of zero, with

an unpaid debit (i.e., an unapplied credit) were not being excluded.

Report Changes • 1.8.2 Agreement Status: Updated the look and feel and added the Agreement Name and Description. A report

summary table showing the counts by sales rep and agreement status type was also added to the end of the report.

• 2.4.1.x Balance Forward Statements: Added a filter on Advertiser Set.

• 2.4.1.4 Statement Listing: Updated the report's look and feel.

• 2.5.1.1, 2.5.1.2, 2.5.1.9, 6.2 Payments and Credits Reports: Added a filter on Advertiser Set.

• 4.4.1 Classified Orders, 4.4.2 Classified Orders with Run Detail: Added a filter on Advertiser Set as well as a filter on

the External Order Source, to select orders placed "Online" or those that were "Imported."

Other Changes • User Custom Dictionary: If you need to upgrade your shared custom dictionary manually do the following:

o Change the extension to “.txd”.

o Add the following line to the top of the file:

▪ SET iso-8859-1

Web Service Changes • PlaceOrder Request: The following defects were repaired:

o When an ad format limits the height of an image, and an image is placed that is wider than it is tall, the image

was not getting sized correctly.

o The "Publications" list on the order was not getting populated with all of the publications in the order when the

order was associated with more than one publication.

• Installation: The Welcome installation dialog now displays the version number of the AccountScout Web Service

being installed.



• Enhanced contact management capabilities.

• Created a tool to re-assign sales reps to multiple advertisers.

• Added many new reports including sales comparison reports useful for setting and monitoring sales rep goals.


• Assign Users New Permissions: There are many new permissions (see User Permission Related Changes section) for

new reports and the Assign Sales Reps Tool that will not appear within AccountScout until you give access to those

items to the pertinent users.

Accounting Related Changes • Emailing Invoices and Statements - Invalid Email Addresses: A better error message is now provided when an email

address is not valid and the email process is no longer halted. Now, the offending advertiser and email address is

included in the output log entry.

CRM Related Changes • Assign Sales Reps Tool: This tool allows for a user to assign one or more advertisers to a different sales rep. The user

may also choose whether or not to reassign billable items to the new rep or open activities to a different user.

• Activity Form: Added a ribbon button to print Advertiser Activities for the advertiser associated with the current

activity.

• Search Tool: A user may search for activities based on a phrase that appears in the title or notes area.

General Changes • Emailing ETears - Invalid Email Addresses: A better error message is now provided when an email address is not

valid and the process is no longer halted. Now, the offending advertiser and email address is included in the output

log entry.

User Permission Related Changes • Assign Sales Rep Tool: Added a permission that is required to display the new Assign Sales Reps Tool form.

• Report Permissions: Added the following report related permissions:

o 1.7 Advertisers Without a Sales Rep

o 6.3.x: Sales Rep Management - Sales by Sales Rep folder.

▪ 6.3.3 Sales Comparison by Sales Rep

o 6.4.x: Sales Rep Management - Sales by Advertiser's Sales Rep folder.

▪ 6.4.1 Sales by Advertiser's Sales Rep

▪ 6.4.2 Sales by Advertiser's Sales Rep With Detail

▪ 6.4.3 Sales Comparison by Advertiser's Current Sales Rep

Fixed Defects • Advertiser Form: In some cases, the advertiser's account balance, and aging information was not displaying correctly.

• Classified Order - Custom Fields: The following defects were fixed:

o When a user entered a value of 0 for a required custom field of the integer or decimal type, a validation

error occurred when attempting to save.

o When a user entered a "-"as the first character in a numeric custom field, an error dialog box was displayed.

After closing the dialog, the user could continue to enter the rest of the negative number.

• Classified Import Batch: The following defects were fixed:

o When importing classifieds from AccountScout V5, the ReferenceID column was being ignored, resulting in

only 1 ad getting imported, and the rest being ignored as duplicates.

o When importing classifieds having a blank External ID, only 1 ad was imported, and the rest of the ads were

ignored as duplicates.

• Classified Order Screen: In some extreme cases, the aspect ratio of an image embedded within a classified ad was

getting distorted and reduced in size, when the order was reloaded.

• Credit Extended Calculation: Cancelled runs were being included in the calculation for the amount of credit extended

to an advertiser.

New Reports • 1.7 Advertisers without a Sales Rep: This report identifies advertisers that have not been assigned a sales rep.

• 6.3.3 Sales Comparison by Sales Rep, 6.4.3 Sales Comparison by Advertiser's Current Sales Rep: These reports

show sales rep performance by comparing sales totals by publication and sales type for two date period.

• 6.4.1 Sales by Advertiser's Current Sales Rep: This report shows billable item totals grouped by the sales rep

assigned to the advertiser which is helpful in determining sales goals based on the previous year.

• 6.4.2 Sales by Advertiser's Current Sales Rep with Detail: This report shows billable item totals grouped by the sales

rep assigned to the advertiser.

• 7.1.8 Dormant Advertisers: This report is used to identify advertisers that may have ceased advertising, so a sales rep

may call on them.

• 7.1.9 Recruited Advertisers: This report is used to identify newly recruited advertisers who had not previously

advertised.

Fixed Report Defects • 2.2.9, 2.2.10 Billable Items Comparison Reports: The percentage should was based on the amount of change relative

to "Period 1" rather than "Period 2".

• 2.3.2 Invoice by Order Number: When a miscellaneous item having an associated publication, exists on an invoice

along with either a retail or classified run, and error occurs and the report would not render.

• 3.2.1, 3.5.1 Retail Insertion Orders: Publications associated with cancelled runs were being displayed.

• 3.2.2, 3.5.2 Retail Insertion Orders with Run Detail: Cancelled runs were being displayed.

Report Changes • Blue Synapse Report Color Scheme: Changed the column header background color to be lighter for easier reading.

• Entering Date Periods: Added drop list options for the prior year, to easily select the Last Month, Current Month, or

Next Month in the prior year.

• 1.1 Activity List by Priority: Updated the report look and feel, as well as the following enhancements:

o Added report summaries to show the open and closed activity counts by activity type and priority, grouped

by user assigned to the activity.

o Added the capability to show or hide notes.

• 1.2 Advertiser List: Updated the look and feel. Added interactive sort on many columns, and split out city, state and

postal code into separate columns.

• 2.3.1, 2.3.2 Advertiser Invoices: Displays the "Amount Due" rather than the "Invoice Amount" to reflect any

payments that may have already been applied to the invoice. The following changes were also made:

o The Invoice Amount and Amount Paid (if non-zero) is shown in the Summary area.

o The Amount Due and Due Date are now bold for easier readability.

• 6.3.1 Sales by Sales Rep: Updated the look and feel

• 6.3.2 Sales by Sales Rep with Detail: Updated the look and feel. Added the capability to expand and collapse

advertiser billable item data.

• 6.6 Credits Applied to Invoice Billable Items by Sales Rep: Changed the Sales Rep Filter to filter against the sales rep

associated with the Billable Item rather than the Advertiser’s Current Sales Rep.

• 7.3.3 Credits Applied to Invoiced Billable Items by Publication: Changed the Sales Rep Filter to filter against the sales

rep associated with the Billable Item rather than the Advertiser’s Current Sales Rep.

Report Number and Name Changes • 6.3 Sales by Sales Rep: Renumbered to 6.3.1

• 6.4 Sales by Sales Rep with Detail: Renumbered to 6.3.2

Web Service Changes • Placing Online Classified Orders: The Ad Style was being ignored for classified orders associated with an Ad Format

containing an Ad Style.

• Documentation: Created a Windows Help File (CHM) that documents the web service interface. This file is installed

automatically with the web service in the installation folder.



Fixed Defects • Classified Export: When exporting to Indesign with Xtags images were sometimes being "shifted" to the left outside

of the column width. This defect was introduced in V8.4.



• Added a clickable Statement Navigator to assist in performing the monthly statement billing tasks in the correct

sequence.

• Added the capability to easily drag a retail ad copy file to other applications such as into an email.

Accounting Related Changes • Statement Navigator: Created a clickable navigation window (under the Billing:Statement Navigator menu option),

to assist in performing the monthly statement billing tasks in the correct sequence.

Retail Order Related Changes • Retail Order Form: Add capability to drag an "ad copy" image file to Outlook, the desk top, or other applications by

clicking on the image or the filename while holding the mouse button and dragging.

Fixed Defects • Classified Export: Fixed the following defects related to exporting classifieds:

o Exporting boxed ads taller than ~7 inches into InDesign were cutting off the text and not making the box tall

enough.

o In some cases, only the first image was exported for classified ads containing multiple images.

o Xtags for InDesign: In some cases, images that span the ad's interior column width, import into InDesign a

little narrower than that width. Now, images having a width within 2 points of the ad's interior column

width are automatically scaled to fit that width during the import.

• Assign Page Numbers Tool: Runs marked as cancelled were being loaded and displayed in the run list for entering a

page number.

• Retail Order Form: In some cases certain PDF files could not be rendered and an error occurred. Many of those files

now are rendered correctly without error.

Fixed Report Defects • 1.9.5 Runs with Tear Sheets to Email: If a protocol such as "http://" is included in the Root URL ETears Setting, the

verification of URLs process generated an error.

• 1.10.2 Advertiser Mailing Labels for Ad Run: This report was displaying an error and did not load.

Other Changes • Settings - ETears: A protocol such as "http://" may now be specified for the Root URL. If none is provided, "http://" is

assumed and is prepended to all ETear URLS used in emails and in reports that verify the existence of ETear URLs.

Version 8.3 Changes, (Oct 2013)


• Added a new AccountScout “ASCLS” classified import/export format that provides the capability to share classified

ads across AccountScout databases while retaining the ad format and images along with other pertinent information

such as classification and sales type.

• Added additional panes to the AccountScout Main “Dashboard” providing listings for expiring retail orders, expiring

retail price quotes, and retail runs on hold for any period.


• Settings Form: If classifieds will be shared across databases using the "Ascls" file format, you must set the "Order ID

Prefix" setting to the Classified Export tab which must contain a short prefix that is unique across databases that will

be sharing ads.

• Classified Sharing Using the new ASCLS file Format: Common Mapping IDs must be assigned to publications, sales

types, ad styles, and classifications for each database. (This can be done using the new “Assign Mapping IDS Tool”.

See below for details).

• Web Service Changes: The web service interface has been modified! See the Web Service Changes section for

details.

Accounting Related Changes • Interest Batch: Added the capability to exempt past due Advertiser Debits associated with specific Advertiser Debit

Types from being charged interest. This provides the capability to prevent charging "interest on interest."

CRM Related Changes • Main Dashboard - Activity List: Modified the default behavior when AccountScout is loaded, to show only open

activities dated on or prior to today. Also added a column for the Assigned to User and changed the default sort to

show the activity with the closest "due date" first.

• Main Dashboard - Expiring Retail Order List: Added a list to display retail orders expiring during a date period,

(defaults to the current week) that are associated with the user or the user's assigned sales reps.

o For users having the "Advertiser Side List: Show for all Sales Reps" permission, all expiring retail orders

during the period are displayed.

• Main Dashboard - Expiring Retail Quote List: Added a list to display retail price quotes (orders having at least one

quoted run) with an expiration date, quote start date, or quote end date, during the date period. Only price quotes

that are associated with the user or the user's assigned sales reps are displayed.

o For users having permission "Advertiser Side List: Show for all Sales Reps” all expiring price quotes during

the period are displayed.

• Main Dashboard - Retail Runs on Hold List: Added a list to display retail runs on hold during a date period, (defaults

to the current week) that is associated with the user or the user's assigned sales reps.

o For users having the "Advertiser Side List: Show for all Sales Reps" permission, all retail runs on hold during

the period are displayed.

Retail Order Related Changes • Retail Order Form: Added columns for order Start Date and order End Date to the orders side list.

Classified Related Changes • Assign Mapping IDs Tool: Created a new tool to assign Mapping IDs to publications, sales types, ad styles, and

classifications. This is necessary when using the new ASCLS classified file format for exchanging classified ads

between AccountScout databases. This screen can be opened from the "Define: Categories" menu option.

• Export Classifieds: Added the AccountScout ASCLS file format.

• Classified Import Batch: Added the AccountScout ASCLS file format.

• Search Tool: Added a Classified Order by Internal ID search to allow for searches on a classified order's internal ID.

When classifieds are exported to the new "ascls" format this ID is exported as well. This allows for a user to load the

order associated with an exported run.

• Settings Form: Added the "Order ID Prefix" setting to the Classified Export tab which must contain a short prefix that

is unique across databases when exporting classified runs from multiple databases into a single database using the

new "AccountScout Classified" (i.e. ASCLS) export format.

• Classified Web Package: Added the capability to constrain the package's availability for orders that meet a criteria

based on a numeric custom field that cannot exceed a specified value. For example, ads run free for items priced at

no more than $100.

• Classified Order Form: Added columns for order Start Date and order End Date to the orders side list.

General Changes • All Reports and Tools with Date Period Filters: Added a date period option for "Up To Today" to include items dated

on or prior to "today."

• Hold Resolution Tool: Added the capability to change the Hold Reason for one or more selected runs currently on

hold.

• Hold Resolution Tool: Added a filter for Sales Type, and added columns in the run lists for Sales Type and Invoice No.

Fixed Defects • Classified Import Batch: When importing multiple runs having the same External Order ID, multiple orders containing

a single run were being created rather than the creation of a single order containing multiple runs.

Fixed Report Defects • 3.5.2 Retail Insertion Order - Production View with Run Detail: Modified to exclude orders that have no runs that

meet the Run Date filter criteria.

• 4.3.5 Classified Insertion Order - Production View with Run Detail: Modified to exclude orders that have no runs

that meet the Run Date filter criteria.

Report Changes • 2.2.9 Billable Items Comparison: Added a filter for Sales Rep Assigned to the Advertiser, and a filter for Advertiser

Type. Updated the report's look and feel.

• 2.2.10 Billable Items Comparison by Advertiser: Added a filter for Sales Rep Assigned to the Advertiser, and a filter

for Advertiser Type. Updated the look and feel.

• 3.5.5 Expiring Retail Orders by Sales Rep: Added a filter for Sales Rep Assigned to the Advertiser.

• 4.3.7 Expiring Classified Orders by Sales Rep: Added a filter for Sales Rep Assigned to the Advertiser.

• 7.1.5, 7.1.6, 7.1.7 Sales Analysis Reports: Added a filter for Sales Rep Assigned to the Advertiser, and a filter for

Advertiser Type.

• 8.5 Classified Import Definitions: Added the new "Mapping ID" column to the relevant sections and updated the

overall report's look and feel.

Web Service Changes • Packages: Added an optional constraint for a numeric custom field value being less than a given maximum value.

This is applicable for packages in scenarios such as, ads are free for items priced less than $100.

• PlaceOrder Request: Added validation that the payment amount >= 0.



Fixed Report Defects • Report 1.9.5 Runs with Tear Sheets to Email: This report was not correctly returning the advertisers set to "Email

Tears" for MySQL AccountScout databases.

Web Service Defects • PlaceOrder Request: Fixed a defect that did not allow for orders to be free.

Version 8.2.1 Changes, (Sep 2013)

Summary This is a small release to fix defects that were introduced in version 8.2.

Fixed Report Defects • Classified Export - Em Tag Formats: No borders were being drawn within InDesign for Boxed ads containing an

image.

• Classified Export - Em Tag Formats: When exporting classified display ads and ads that only contain an image, the

anchoring in InDesign was sometimes causing those ads to appear behind other ads.

Version 8.2 Changes, (Aug 2013)


• ETear Module: Created a new Electronic Tear Sheet Module (i.e. ETM) that needs to be separately licensed, in order

to run report 1.9.5 Runs with Tear Sheets to Email, and to send ETear emails from that report.

• Report Permissions: Added permissions to limit access to each report. Reports for which users do not have access

are not listed in the report directory, and an error will occur if the report is accessed from elsewhere in the software

stating the user does not have permission to view the given report.


• Assign users to the newly created permissions for accessing reports.

o By default all users (except for the admin) will not have access to any of the reports!

• Assign users to other newly created permissions.

• Setup Billing Offices and update Settings for ETears.

Retail Related Changes • Export Retail Ads: Added a column called "RunID" to the Managing Editor export which is a unique identifier for each

run.

• Retail Runs Dialog: Added a "Page No." field that contains the publication's page number for the printed ad.

• Retail Orders Form: Added a "Page No." column in the scheduled runs grid showing the page number of the printed

ad.

Classified Related Changes • Classified Runs Dialog: Added a "Page No." field that contains the publication's page number for the printed ad.

• Classified Orders Form: Added a "Page No." column in the scheduled runs grid showing the page number of the

printed ad.

• Classified Export: When exporting to "Xtags by emSoftware for Indesign" tables are now embedded within a text

frame with the item run around set to allow for ads to flow around the frame. This allows for better flows of

classifieds containing boxed ads of different column widths.

• Classified Export: When exporting to any "Xtags by emSoftware" format (except "Xtags for Quark Version 5"), all text

frames now have the item runaround set to allow for ads to flow around the frame.

General Changes • Page Number Assignment Tool: Added a new tool that allows for entering page numbers for published retail and

classified runs.

• Import Retail Page Numbers Tool: Added a new tool tom import AdForce (ALS) page numbers for retail runs.

• Settings Form: Added an "ETears" tab to provide settings for the root URL for tear sheets "download links" as well as

other settings pertaining to how the files are name.

• Advertiser Form: Made the following changes to support electronic tear sheets:

o Added a check box to designate the desire to Email Tear Sheets.

o Added a Tear Sheet Contact pick list to select the contact that is to receive tear sheet correspondence.

• Advertiser Form: Added an entry for "Monthly Sales" in the Reports ribbon bar.

• Billing Office Form: Added an "ETears" tab for settings related to sending electronic tear sheet emails.

• All Reports and Tools with Date Period Filters: Added a date period option for "tomorrow" to set the From and To

dates to the day after today.

User Permission Related Changes • Report Permissions: Added permissions to limit access to each report. Reports for which users do not have access

are not listed in the report directory, and an error will occur if the report is accessed from elsewhere in the software

stating the user does not have permission to view the given report.

• Define Roles Form: Added a "Report" tab to allow for setting permissions to access each report available within

AccountScout.

• New Permissions: Added permissions that allow for opening the Assign Page Numbers and Import Page Numbers

tools. Note, by default this permission is turned off for all current users, except for the admin user account.

New Reports • 1.9.1 Tear Sheet Advertisers: Lists advertisers with a value of at least one for the "number of tear sheets."

• 1.9.5 Runs with Tear Sheets to Email: This report can be reviewed prior to emailing tear sheets to advertisers. It

provides the following features:

o Each run requiring a tear sheet for advertisers marked to receive tear sheets via email is listed.

o A summary displays each advertiser with the recipient's email address.

o Another summary displays each URL path and filename for the required electronic tear sheet filenames.

o Clicking the "Send Emails" button sends an email for each advertiser containing links to their tear sheets.

▪ An activity is then created for each advertiser receiving an email.

• 7.1.7 Monthly Sales by Advertiser and Sales Type: Lists advertiser billing items grouped by month with an option to

show advertiser sales also grouped by sales type.

Fixed Report Defects • 2.1.3 to 2.1.5 Account Balance Reports: When this report was being generated for a date in the past, while other

users entered debits or credits, the Account Balance total could be incorrect for advertisers associated with the new

entries.

• 2.1.4, 2.1.13 Account Balances by Billing Office Reports: The Current total in the Billing Office Report Summary was

not displaying the correct sum.

• 7.3.1 Book Keeper End of Month: When this report was being generated while other users entered debits or credits,

the Account Balance and/or Beginning A/R for Earned Revenue amounts could be incorrect, resulting in a

reconciliation Variance discrepancy.

Report Changes • 1.9.1, 1.9.2, 1.9.3 Tear Sheet Reports: Added a Delivery Method filter to distinguish between advertisers that get a

printed or emailed tear sheet.

• 1.9.4 Tear Sheet Mailing Labels: Modified to use the name and address of the Tear Sheet contact if available,

otherwise the advertiser's main address is used.

• 7.1.6 Monthly Sales by Publication and Sales Type: Added a Total column.

Report Number and Name Changes • 1.9.1 Retail Tear Sheet Listing renumbered and renamed to "1.9.2 Retail Runs with Tear Sheets"

• 1.9.2 Classified Tear Sheet Listing renumbered and renamed to "1.9.3 Classified Runs with Tear Sheets"

• 1.9.3 Tear Sheet Mailing Labels renumbered to 1.9.4

Web Service Changes • <Defect Fix> GetPackages: The Description for each package was being returned rather than the Online Description.


Summary This is a small release to fix minor defects.

Fixed Report Defects • 2.4.1.2 Statement with Detail: The check number was not being displayed.


Summary This is a small release to fix minor defects, to update some reports, and to add a couple of new reports.

Recommendations and Things You Need to Do After Upgrading Following is a list of recommended actions pertaining to this upgrade:

• Several new user permissions have been added. An administrator needs to review the new permissions and assign

them to Roles and Users, as appropriate.

Accounting Related Changes • Apply Credits Tool: Added the ability to filter on Advertiser Set to allow for applying credits to advertisers associated

with the selected Advertiser Sets.

• Account Balance Aging: Normalized all account balance aging calculations to compute aging as of the close of

business on a specified date.

o "As of close of business" means that a debit is considered past due if it is due on the specified date.

Previously, aging calculations performed in some contexts did not take a close of business approach, and a

debit was not considered past due if it was due on the specified date.

Retail Order Related Changes • Retail Order Screen: Added the capability to schedule runs on hold waiting for payment for advertisers exceeding

their Days Past Due Limit (Define: Settings, Advertiser tab).

Classified Related Changes • Classified Order Screen: Added the capability to schedule runs on hold waiting for payment for advertisers

exceeding their Days Past Due Limit (Define: Settings, Advertiser tab).

General Changes • Advertiser Form: Added the following reports to the list available from the Reports ribbon bar button:

o Activities: Selecting this option displays Report 1.1 Activity List by Priority, showing all of the advertiser's

activities.

o Payments and Credits Applied: Selecting this option displays Report 2.5.1.9 Payments and Credits - Applied

for the advertiser, showing payments and credits dated during the current year.

User Permission Related Changes • Hold Resolution Tool: Added a permission (Tools: Resolve Holds) to initiate the tool.

• Export Retail Ads: Added a permission (Tools: Export Retail Ads) to initiate the tool.

• Rebuild Database Indexes: Added a permission (Tools: Rebuild Database Indexes) to perform the task.

Fixed Defects • Payment Form: For Volume Discounts offered when advertisers Prompt Pay, the Prompt Pay Amount Due column on

the Volume Discounts tab of the Payment Form now correctly displays the amount that must be received to earn the

volume discount (rather than the total statement amount).

• Classified Order Form: For a Feature specified as Auto Apply and not selected to apply to a Rate Card defined to

Restrict Features, the price associated with the Feature is no longer added to an order using the Rate Card, (where

previously the price was incorrectly applied to the run price).

• Close Out Issues: When incrementing the next publication date (Tools: Close Out Issues), extra issue and non-

publishing dates are now accounted for, (where previously these dates were ignored) which allows for closing out

“custom” publications.

New Reports • 3.3.11 Retail Manifest by Publication and Sales Type: Report that allows for verifying the correct sales type is

selected for each run.

• 4.3.10 Classified Manifest by Publication and Sales Type: Report that allows for verifying the correct sales type is

selected for each run.

Fixed Report Defects • 2.3.1, 2.3.2 Invoices: Moved the location of the advertiser's address to better fit in window envelopes.

• 2.4.1.x Balance Forward Statements, 2.4.2.1 Statement - Unpaid Debits: Fixed a defect that occurred for some

printer drivers when using the Send to Printer button the rightmost digit of the Amount Due was being cut off to

display only a partial digit.

• 2.4.1.x Balance Forward Statements, 2.4.2.x Statement - Unpaid Debits: Moved the location of the advertiser's

address to better fit in window envelopes.

• 5.x Miscellaneous Orders: Fixed a recently introduced defect where the sales tax amounts were not being displayed.

• 2.1.3, 2.1.4, 2.1.5, 2.1.12, 2.1.13, 2.1.14 Account Balance Reports: In some cases the Last Payment Amount was

wrapping to a second line.

Report Changes • 1.1 Activity List by Priority: Added an Advertiser filter to allow for limiting the report to activities associated with the

selected advertisers.

• 1.9.1, 1.9.2 Tear Sheet Listings: Removed the page break after each publication and issue date to reduce page

counts.

• 2.1.1, 2.1.2 Advertiser Account History Reports: Added an option to hide the "Summary Block" at the bottom of

each advertiser account history.

• 7.4.4 Cancelled Runs by Cancellation Reason: Added a column for Invoice No, to identify runs that have been

invoiced, and added report summaries to total Invoiced and Non-Invoiced totals.



• Classified Features: Added the capability to price one or more classified features as free for one or more run tiers

allowing for "order level" features, and for scenarios such as "buy 2 runs and get 1 run free" (when the run contains

features).

• Printing Statements and Invoices: Added the capability to Send Directly to the Printer, or to Output to PDF's without

rendering to the screen to reduce the amount of memory required to render large page counts.

• Classified and Retail Features: Added the capability to limit the features available on the order entry screen by rate

card.

• New Sales Management Analysis Reports: Reports 7.1.5 and 7.1.6 display charts for analyzing monthly sales trends.

Recommendations and Things You Need to Do After Upgrading Following is a list of recommended actions pertaining to this upgrade:

• If you are using the classified order entry web service, you will need to modify your client application for the change

described below in the Web Services section.

Retail Order Related Changes • Retail Open and Contract Rate Card Forms: Added a "Features" tab to allow for the selection of zero or more

features that are available for retail orders using this open rate card.

o This allows for a rate card definition to limit the list of features that may be selected by the user.

Classified Related Changes • Define Feature Form: Added a "Can Be Free for Some Runs" check box for classified features. This indicates whether

a feature can be applied to a run at no cost. Whether or not a feature will be free is determined by rate card pricing

definitions.

• Classified Rate Card Form: The following changes were made to support the capability to price one or more

classified features as free for one or more run tiers:

o Added a column in the Pricing Entries table called "Enable Free Features". When classified runs are priced,

if this box is checked and the feature is marked as "Can be Free for Some Runs", the feature is applied and

given a price of zero. If the box is not checked or the feature is not marked as "Can be Free for Some Runs"

the feature is applied and priced as normal.

o Added a "Features" tab to allow for the selection of zero or more features that are available for classified

orders using this rate card. This allows for a rate card definition to limit the list of features that are

automatically applied, (e.g. bold, italic) or selected by the user. For example, a legal rate card may not

want a "bold" feature to be automatically applied.

General Changes • Contact Form: The following changes were made:

o Added the display of advertiser address, phone and email information to allow for easier data entry of items

that are different for the contact.

o The Display Name drop list now automatically selects the first, last name item or another selection if both a

first and last name is not provided.

• Settings Form: Added "Output to PDF" settings on the Reports tab. These settings are used when clicking the new

“Output to PDF" button available on select reports such as advertiser invoices and statements.

Fixed Defects • Payment Form: A payment cannot be unapplied from an invoice if a prompt pay credit has also been applied to that

invoice.

New Reports • 7.1.5 Sales by Sales Type Chart: This report displays various charts for analyzing trends in sales by sales type.

• 7.1.6 Monthly Sales by Publication and Sales Type: This report is intended for analyzing sales grouped by month for

publications and sales types within those publications.

Fixed Report Defects • 6.7 Credits Applied to Debits by Advertiser's Sales Rep: In some cases an error occurs while retrieving the report

data.

Report Changes • All Reports: Relabeled the "Refresh" button to "View". When pressed, this button will reload the report data using

the current filter criteria and display the report on the screen.

• 2.3.x, 2.4.1.x, 2.4.2.x, Advertiser Invoice, and Advertiser Statements: Added a "Send to Printer" button that

provides the capability to print directly to the printer without first viewing the invoices and statements on the screen.

Printing statements and invoices in this way provides the following:

o Memory usage resulting in "out of memory" errors is reduced.

o Multi-page invoices and statements now print correctly on duplex capable printers.

• 2.3.x, 2.4.1.x, 2.4.2.x, Advertiser Invoice, and Advertiser Statements: Added a "Output to PDF" button that

provides the capability to write directly to multiple PDF files without first viewing the invoices and statements on the

screen. This is useful for large number of invoices The PDFs can then be printed by opening the output folder,

selecting all of the files, right clicking, and selecting Print.

• 2.3.x Invoice Reports: Added a "Tear sheet" filter to allow for filtering invoices on whether or not the associated

advertiser is to receive tear sheets, or not.

• 3.1.1, 3.1.2 Advertiser Retail Price Quotes: Added “Send to Printer" and "Output to PDF" buttons.

• 3.2.1, 3.2.2 Retail Insertion Order - Advertiser Views: Added “Send to Printer" and "Output to PDF" buttons.

• 3.2.2 Retail Insertion Orders - Advertiser View with Run Detail: Added a Cancelled column to display the amount of

the run that is cancelled, with an empty amount in the Price column. This column is automatically hidden for orders

that do not contain a cancelled run.

• 4.1.1, 4.1.2 Advertiser Classified Price Quotes: Added “Send to Printer" and "Output to PDF" buttons.

• 4.2.1, 4.2.2 Classified Insertion Order - Advertiser Views: Added “Send to Printer" and "Output to PDF" buttons.

• 4.2.2 Classified Insertion Orders - Advertiser View with Run Detail: Added a Cancelled column to display the

amount of the run that is cancelled, with an empty amount in the Price column. This column is automatically hidden

for orders that do not contain a cancelled run.

• 8.1.1, 8.1.2 Retail Rate Card Pricing Reports: Updated the look and feel, and added a list of features available for the

rate card when the option is selected to "Restrict Features."

• 8.2.1 Classified Rate Card Pricing Matrix: Modified the look and feel, added a "Enabled Free Features" column, and

added a list of features available for the rate card when the option is selected to "Restrict Features."

Web Service Changes • PriceOrder Request: <Defect Fix> The PriceOrder request was failing when called with adText=null and no print

images were provided. The returned error message was not very descriptive.

• PlaceOrder Request: <Defect Fix> The PlaceOrder request was failing when print images were provided and the

AccountScout user does not have permission to write files in the classified images directory. The returned error

message was not very descriptive.

• GetScheduledAds Request: <Defect Fix> The request was raising an exception when attempting to return a

moderately large number of ads (326).

• GetScheduledAds Request: Modified the behavior of this request so that it continues processing runs if an exception

is thrown while processing a run and returns as many runs as possible in the response. Previously the request would

abort and return no ads if an error occurred on any run. Any errors that occur while processing runs are collected and

returned in the response.

o Note: This change modifies the signature of the GetScheduledAds request. Web service clients that use this

request will need to be modified.

• GetPackageFeatureAssociations Request: The following changes were made:

o Modified to filter features based on the rate card associated with whatever packages are specified.

o Fixed a defect where inactive features and non-online features were being returned.

• GetFeatures Request: Modified to filter features based on the rate card associated with whatever packages are

specified.


Summary This is a small release to fix minor defects, to update some reports, and to add a couple of new reports.

General Changes • Export Retail Ads: The following changes were made to the Managing Editor export:

o Added a column named "SalesType" to contain the sales type name associated with each run.

o Added columns named ImagePath_PC and ImagePath_Mac to contain the full paths (in PC or Mac format),

to the retail camera ready image (excluding the file extension) for the AccountScout retail ad repository.

Fixed Defects • Classified Order Form: When the Edit Runs window is opened for a loaded order that has custom field values

associated with scheduled runs, the custom field values are not displayed in the Edit Runs window. In addition, if

there are any required custom field values, the Save button is enabled for the order when the Edit Runs window is

opened.

New Reports • 7.1.1 Feature Sales: This report lists ad feature sales associated with runs during a given period.

• 7.1.3 Ad Discounts: This report lists ad discounts associated with runs during a given period.

Fixed Report Defects • 2.1.x Account Balance Reports: The billing contact name and phone were being displayed for inactive billing

contacts.

• 2.3.x, 2.4.x Statements and Invoices emailed to inactive billing contact: If the billing contact for an advertiser is

made inactive, invoices and statements are sent to the billing contact's email address rather than the advertiser's

main email address.

• 2.3.x, 2.4.x Statements and Invoices addressed to inactive billing contact: If the billing contact for an advertiser is

made inactive, invoices and statements are sent to the billing contact's address rather than the advertiser's main

address.

• 2.3.1 Invoice by Item Date: At times this report would page break leaving white space in order to keep all of the

invoice billable items together. The column headers were also not printing beyond the first page of an invoice.

• 2.4.1.2 Balance Forward Statement with Detail: At times this report would page break leaving white space in order

to keep all of the billable items together for an invoice line item.

• 2.4.2.1, 2.4.2.3 Statement - Unpaid Debits: At times a "#Error" appeared above the column headers in place of the

billing office name.

• 2.4.2.2 Statement - Unpaid Debits with Detail: At times this report would page break leaving white space in order to

keep all of the billable items together for an invoice line item. Also fixed a "#Error" that at times appeared above the

column headers in place of the billing office name.

Report Changes • 7.1.2 Feature Sales by Publication and Sales Type: Updated the look and feel. Added filters for billing office and

sales type.

• 7.1.3 Ad Discounts by Publication and Sales Type: Updated the look and feel. Added filters for billing office and sales

type.

Report Number and Name Changes • 7.1.1 Applied Features renamed and numbered to 7.1.2 Features Sales by Publication and Sales Type

• 7.1.2 Applied Discounts renamed and renumbered to 7.1.4 Ad Discounts by Publication and Sales Type

Web Service Changes • Web Service requests: Added a GetServiceInfo request that returns the version of the web service and other useful

configuration info.

• Web Service: <Defect Fix> An error was occurring in some cases when calling the ValidateOrder request.

Version 8.0 Changes, (Mar 2013)


• Reduction of Load Times for Reports: Many reports now load and render much faster, especially when accessing the

database on a remote server.

• Reduction of Order Load Times: Classified and retail orders now load faster, especially when accessing the database

on a remote server.

Accounting Related Changes • Settings Form: The following credit card related changes were made:

o Added a setting for Transaction ID Prefix to ensure those IDs assigned to credit card transactions by the

gateway, are unique across multiple databases. This setting may be overridden by one or more billing

offices to ensure the IDs are unique across multiple billing offices.

o Split the Database Identifier into two separate prefixes, one for Advertiser ID Prefix, and one for Transaction

ID Prefix. The Advertiser ID Prefix is used in advertiser IDs to ensure those IDs are unique across multiple

databases. (Once set and used for processing credit cards, this prefix should not be changed).

• Billing Office Form:

o Added the capability to override the credit card merchant account settings to allow for billing offices to have

separate merchant accounts for credit card processing.

o A transaction id prefix setting has also been added, that can be overridden for one or more billing offices to

provide better "grouping" of transactions by billing office, on the GoEMerchant gateway.

• Deposit Tool: Added the capability to filter payments by billing office, when adding payments to a deposit.

Retail Order Related Changes • Retail Order Form: Optimized to reduce order load times.

Classified Related Changes • Classified Order Form: Optimized to reduce order load times.

General Changes • Email Settings (Settings Form): A "Use SSL" option has been added to the SMTP mail server settings to

accommodate mail servers that require an encrypted connection.

Fixed Defects • Emailing Reports: In some cases the setting to send a BCC of each email to a given email address was being ignored.

• Retail Order Form: In some cases, clicking the "Undo Cancel Runs" button caused an error.

• Classified Order Form: In some cases, clicking the "Undo Cancel Runs" button caused an error.

New Reports • 3.4.13: Retail Sales by Month Chart: This report shows the retail sales for each month in the date period in four

different chart layouts.

• 4.4.13: Classified Sales by Month Chart: This report shows the classified sales for each month in the date period in

four different chart layouts.

Fixed Report Defects • Memory Management: Reduced the amount of memory required to render reports.

• 2.3.1, 2.3.2 Invoices: Modified the advertiser name in the body header area to use the Addressee Name if provided

for the advertiser.

• 2.4.1.1, 2.4.1.2, 2.4.1.3 Balance Forward Statements: The advertiser name in the statement footer was not using the

Addressee Name if provided for an advertiser.

• 2.4.2.1, 2.4.2.2, 2.4.2.3 Open Item Statements: The advertiser name in the statement footer was not using the

Addressee Name if provided for an advertiser.

• 3.1.2 Advertiser Retail Price Quote with Run Detail: The report totals were displaying totals for the entire order

rather than the totals for the runs displayed for the given date period.

• 3.2.2 Insertion Order - Advertiser View with Run Detail: The report totals were displaying totals for the entire order


• 3.3.3 Retail Manifest - Production Check List: In some cases a new column on the report was started unnecessarily in

order to keep a section together which resulted in areas with extreme white space in the report.

• 3.5.5 Expiring Retail Orders by Sales Rep: The report summary displayed an incorrect value for the number of runs.

• 4.1.1, 4.2.1 Advertiser Classified Price Quote, Insertion Order Summaries: The ad text from the first run was being

displayed even though it could be different for other runs. Now the report prints the ad text whenever it changes for

one or more runs.

• 4.1.2 Advertiser Classified Price Quote with Run Detail: The report totals were displaying totals for the entire order


• 4.2.2 Classified Insertion Order - Advertiser View with Run Detail: The report totals were displaying totals for the

entire order rather than the totals for the runs displayed for the given date period.

• 7.1.1 Applied Features: Non-invoiced cancelled runs were being included in the report results.

• 7.1.2 Applied Discounts: Non-invoiced cancelled runs were being included in the report results.

• 7.3.2 Billable Items with Sales Tax: Non-invoiced cancelled runs were being included in the report results.

Report Changes • The following reports now load faster, especially when accessing the database on a remote server:

o 1.3, 1.4, 1.5, 1.10.1 Advertiser Lists

o 1.6 Contact List

o 1.8.1 Agreement - Advertiser Copy

o 1.8.2 Agreement Status

o 1.9.2 Classified Tear Sheet Listing

o 2.1.1, 2.1.2 Advertiser Account History

o 2.1.3, 2.1.4, 2.1.5, 2.1.6, 2.1.9 Advertiser

Account Balances

o 2.1.10, 2.1.11 Advertiser Collection Letters

o 2.1.12, 2.1.13, 2.1.14 Account Balances for

Earned Revenue

o 2.1.7 Advertiser Trial Balance

o 2.3.1, 2.3.2 Invoice

o 2.3.3, 2.3.4 Invoice Listing

o 2.3.5 Invoice Summary

o 2.4.1.x Balance Forward Statements

o 2.4.2.1, 2.4.2.2, 2.4.2.3, 2.4.2.4, 2.4.2.5

Statement Unpaid Debits

o 2.4.3.1, 2.4.3.2 Volume Discounts

o 2.5.1.1, 2.5.1.2 Payments and Credits

o 2.5.1.6, 2.5.1.7 Advertiser Credits

o 2.5.1.3-2.5.1.5, 2.5.1.8, 2.5.1.10,2.5.1.11

Payment Reports

o 2.5.1.9 Payments and Credits Applied

o 2.5.3, 2.5.4, 2.5.5 Accounts Receivable

Entries

o 2.6.1 Credit Card Payments

o 3.1.1, 3.1.2, 3.4.3 Retail Price Quotes

o 3.2.1, 3.2.2, 3.5.1, 3.5.2 Retail Insertion

Orders

o 3.4.1, 3.4.2, 3.4.4, 3.5.3, 3.5.5 Retail Orders

o 4.1.1, 4.1.2, 4.4.3 Classified Price Quotes

o 4.2.1, 4.2.2, 4.3.4, 4.3.5 Classified Insertion

Orders

o 4.3.1-4.3.3 Classified Manifest Reports

o 4.3.6, 4.3.7, 4.4.1, 4.4.2, 4.4.4 Classified

Orders

o 4.3.8 Classified Import Batch

o 4.3.9 Classified Text Review

o 4.4.5-4.4.12 Classified Sales Reports

o 5.1, 5.2, 5.3 Miscellaneous Orders

o 6.2 Payments and Credits by Advertiser's

Sales Rep

o 6.6, 7.3.3 Credits Applied to Invoiced

Billable Items

o 6.7 Credits Applied to Debits by Advertiser's

Sales Rep

o 7.1.1 Applied Features

o 7.1.2 Applied Discounts

o 7.3.2 Billable Items with Sales Tax

o 7.3.4 Credits Applied to Debits by

Advertiser's Billing Office

o 7.3.6 Deposits

• 2.2.8 Billable items - Summary: Updated the look and feel and added the capability to expand the Publication

Summary to display a Sales Type Summary for each publication.

• 2.3.3, 2.3.4 Invoice Listing Reports: Updated the look and feel.

• 2.4.1.1, 2.4.1.2, 2.4.1.3 Balance Forward Statements: The following changes were made:

o Modified the statement body header to display the Billing Office Name rather than the Advertiser Name which is

displayed in the footer area.

o Changed the font of the billing office's return address to be smaller and non-bold to better fit in envelopes with a

return address window.

• 2.4.2.1, 2.4.2.2, 2.4.2.3 Statements – Unpaid Debits: The following changes were made:

o Modified the statement body header to display the Billing Office Name rather than the Advertiser Name which is

displayed in the footer area.

o Changed the font of the billing office's return address to be smaller and non-bold to better fit in envelopes with a

return address window.

• 3.1.1 Advertiser Retail Price Quote: Updated the look and feel.

• 3.1.2 Advertiser Retail Price Quote with Run Detail: Updated the look and feel. Removed internal pagination

information to make it easier for the advertiser to read.

• 3.2.1 Retail Insertion Order - Advertiser View: Updated the look and feel.

• 3.2.2 Retail Insertion Order - Advertiser View with Run Detail: Updated the look and feel. Removed internal

pagination information to make it easier for the advertiser to read.

• 3.4.5 Retail Sales by Publication: Updated the look and feel and added a report summary showing totals by

publication.

• 3.4.12 Retail Sales by Publication Chart: Updated the look and feel, and added a pie chart showing each publication's

percentage of the total as well as a bar chart showing the total retail sales for each publication.

• 4.1.1 Advertiser Classified Price Quote: Updated the look and feel.

• 4.2.1 Classified Insertion Order - Advertiser View: Updated the look and feel.

• 4.4.5 Classified Sales by Publication: Updated the look and feel and added a report summary showing totals by

publication.

• 4.4.12 Classified Sales by Publication Chart: Updated the look and feel, and added a pie chart showing each

publication's percentage of the total as well as a bar chart showing the total classified sales for each publication.

• 6.5 Sales Rep Dashboard: Added billing office and sales office filters. Updated the content and look and feel of the

report.

• 6.7 Credits Applied to Debits by Advertiser's Sales Rep: The following changes were made to this report:

o Renamed from Credits Applied to Adv. Debits by Advertiser's Sales

o Added a filter for AR Debit Type

o Expanded the report to include Invoices and Refunds

• 7.2.1 Manager Dashboard: Added billing office and sales office filters. Updated the content and look and feel of the

report.

• 7.3.4 Credits Applied to Debits by Advertiser's Billing Office: The following changes were made to this report:

o Renamed from Credits Applied to Adv. Debits by Advertiser's Billing Office

o Added a filter for AR Debit Type

o Expanded the report to include Invoices and Refunds

• 8.3.1 Users: Updated the look and feel, and added the Billing Offices assigned to a user.

Report Number and Name Changes • 3.4.13 Retail Runs by Retail Rate: Renumbered to 3.4.14.


Summary • This is a small maintenance release to fix a defect introduced in V7.1.

Fixed Defects • Report 7.3.1 End of Month, 7.3.5 Sales Tax Summary by Publication and Sales Type: Fixed a defect introduced in

V7.1, where in some cases, the sales tax amounts may be incorrect.

Version 7.2.1 Changes, (Nov 2012)

Summary • This is a small maintenance release to fix a defect introduced in V7.1.

Fixed Defects • All Reports: Fixed a defect introduced in V7.1, where closing a report window was not releasing the memory used by

the report until AccountScout was closed.



• Batch Emailing of Invoices and Statements: You may now email a PDF of an invoice and statement to advertisers

marked as wanting to receive their bills via email.

o The invoices/statements are emailed to the billing contact’s primary email or to the advertiser’s main email

address if a billing contact email is not provided.

o A setting is provided to determine whether or not an activity is automatically created for the advertiser

stating that an invoice or statement was emailed.

• Calculation of Accounts Receivable Amounts in the Past: You may now print account balance aging reports for a

date in the past. Each advertiser’s account balance, and aging amounts are computed, to “back out” all activity that

occurred after the given “as of” date.

• End of Month Reconciliation for Past Months: Report 7.3.1 End of Month has been renumbered to 7.3.1z and

marked for eventual removal from AccountScout. A new 7.3.1 Book Keeper End of Month report replaces the

previous report. This report can be generated for months in the past, where activity that occurred after the ending

date is “backed out.” This provides for the capability to reconcile for virtually any month in the past. The report also

does the reconciliation for you, eliminating the need for the supplemental spreadsheet.


• Update Billing Offices: On the Billing Office screen, enter email information for each billing office to include the

following:

o From Name and From Email Address

o Email Subject and Body for emailed invoices

o Email Subject and Body for emailed statements

• Update Settings: Enter email information on the Settings screen's new Email tab.

o We recommend selecting the option to automatically create an activity after sending an email.

o You may also select the "Run in Test Mode" option to send all outgoing emails to a fixed address rather than

to the advertiser to “try out” this capability.

• Set Advertisers to receive their invoices and statements via email. Update the "Email Invoices" and "Email

Statements" checkboxes for advertisers (using the Advertiser screen), that should receive their invoice and/or

statement via email.

Accounting Related Changes • Advertiser Form: Added check boxes to determine whether or not invoices and/or statements should be emailed to

the billing contact. If a billing contact email is not defined, the invoices and statements will be emailed to the main

advertiser's email address.

• Billing Office Form: Added settings for sending invoices and statements via email to include the from name and

address, as well as the subject and body text for the PDF invoice and statement attachments.

• Invoice Batch Form: Modified the side list of batches to sort in descending order so the most recent batch is the first

item in the list.

• Interest Batch Form: Modified the side list of batches to sort in descending order so the most recent batch is the first

item in the list.

• Statement Batch Form: Modified the side list of batches to sort in descending order so the most recent batch is the

first item in the list.

General Changes • Advertiser Form:

o Optimized the load process to reduce the amount of time required to load an advertiser. Removed status

related columns from the agreement list to reduce load times.

o Added a report ribbon button to display report 4.3.1 Classified Manifest for the given advertiser.

• Settings Form: Added an Email tab for defining the settings for the SMTP mail server, as well as other options such as

whether or not to create an activity for the advertiser when an email is sent.

Fixed Defects • Payment form: If a new payment (or advertiser credit) is entered and applied to a debit and then a different

advertiser is selected (all without saving the payment), and the applied credits are cleared, the Remaining Amount

was not getting reset. This can result in an inconsistent payment being saved and the advertiser's account balance

being incorrect.

• Memory leak: In some cases resources were not getting released properly.

o Forms containing an advertiser quick list control were not releasing their resources properly.

o At times, a significant delay (of possibly a few minutes), was occurring when the Save button on any form

was clicked.

• Retail Order Form: When tabbing out of the Section drop list, the focus was being placed on the group classification

and classification drop lists, even when those controls are hidden for non-classified display sections.

• Define AccountScout Licenses: The Fixed License Computers list was not resizing in conjunction with resizes to the

window.

New Reports • 7.3.1 Book Keeper End of Month: This report replaces the previous "End of Month" report that has been

renumbered to 7.3.1z and marked for future deletion.

Fixed Report Defects • 2.2.6 Billable Items by Sales Type: The top and bottom of the pages were being "cut off" when printed.

• 7.3.2 Billable Items with Sales Tax: Total amounts were not being displayed for several columns.

Report Changes • 1.2 Advertiser List: Optimized for faster load speeds, and minor changes to the look and feel.

• 1.3 Advertiser List with Primary and Billing Contacts: Optimized for faster load speeds. Added the capability to filter

advertisers based on whether or not they are to receive emailed invoices or statements, and added those columns to

the report.

• 1.4 Advertiser List by Sales Rep: Optimized for faster load speeds, and minor changes to the look and feel.

• 1.5 Advertiser List with Account Details: Optimized for faster load speeds, and minor changes to the look and feel.

• 1.9.1 Retail Tear Sheet Listing: Optimized for faster load speeds.

• 1.9.3 TearSheet Mailing Labels - Avery #5160: Optimized for faster load speeds.

• 1.10.2 Advertiser Mailing Labels For Ad Run - Avery #5160: Optimized for faster load speeds.

• 2.1.3, 2.1.4, 2.1.5 Account Balances: These reports may now be generated for a date in the past, where the account

balance and aging information is recomputed for that date. Optimized for faster load speeds.

• 2.1.6 Advertiser Mailing Labels fadmin or Balances: Optimized for faster load speeds.

• 2.1.10, 2.1.11 Advertiser Collection Letters and Listing: These reports may now be generated for a date in the past,

where the account balance and aging information is recomputed for that date. Optimized for faster load speeds.

• 2.1.12, 2.1.13, 2.1.14 Account Balances for Earned Revenue: These reports may now be generated for a date in the

past, where the account balance and aging information is recomputed for that date. Optimized for faster load

speeds.

• 2.2.x Billable Item Reports: Changed the Cancelled radio buttons to better reflect the values on the Book Keeper

End of Month report, and optimize these reports to run faster.

• 2.3.x Invoice Reports: Added a Delivery Method filter to limit the report to advertisers intended to receive a printed

and/or emailed invoice.

• 2.3.1, 2.3.2 Invoice by Item Date, Invoice by Order Number: Added a Send Emails button to send an email with a

PDF attachment for each invoice returned by the current set of filter criteria to the billing contact's email address (or

the main email address if there is none) associated with the advertiser.

• 2.3.4 Outstanding Invoice Listing: Added a filter on Advertiser Type.

• 2.4.1.x Balance Forward Statement Reports:

o Added a Delivery Method filter to limit the report to advertisers intended to receive a printed and/or emailed

statement.

o Optimized for faster load speeds.

• 2.4.1.1 - 2.4.1.3 Balance Forward Statements: Added a Send Emails button to send an email with a PDF attachment

for each statement returned by the current set of filter criteria to the billing contact's email address (or the main

email address if there is none) associated with the advertiser.

• 2.4.2.x Open Item Statement Reports: Added a Delivery Method filter to limit the report to advertisers intended to

receive a printed and/or emailed statement.

• 2.4.2.1 - 2.4.2.3 Open Item Statements: Added a Send Emails button to send an email with a PDF attachment for

each statement returned by the current set of filter criteria to the billing contact's email address (or the main email

address if there is none) associated with the advertiser.

• 2.4.2.1 Statement - Unpaid Debits: Optimized for faster load speeds.

• 3.3.x Retail Manifest Reports: Optimized for faster load speeds.

• 3.4.5 – 3.4.13 Retail Sales Reports: Optimized for faster load speeds.

• 3.5.4 Export to Ad Force: Optimized for faster load speeds.

• 3.5.6 Export to Production Manager Pro: Optimized for faster load speeds.

• 4.3.1 Classified Manifest: Added an Advertiser filter to display this report for a single, or a selected set of advertisers.

• 6.8 Cancelled Credited Runs by Sales Rep: Optimized for faster load speeds.

• 7.4.1 Runs With Pricing Adjustment by Reason: Optimized for faster load speeds.

• 7.4.2 Runs On Hold by Reason: Optimized for faster load speeds.

• 7.4.3 TFN Runs by Publication: Optimized for faster load speeds.

• 7.4.4 Cancelled Runs by Cancellation Reason: Optimized for faster load speeds.

• 7.4.5 Ad Sales Summary by Advertiser: Optimized for faster load speeds.

Report Number and Name Changes • 7.3.1 End of Month: This report is marked as being "phased out" and has been renumbered to 7.3.1z. A new report

"7.3.1 Book Keeper End of Month" replaces is this one.


Summary • This is a small maintenance release to fix defects (some of which may have been introduced in V7.1) as well as to add

a new report and modify some existing reports.

• Changes were made to the Web Service which could impact existing code that consumes the web service.

Fixed Defects • Export Classifieds: Fixed a defect introduced in V7.0, where an error occurred when exporting to Plain Text,

American Classifieds, BackPage, TNOL, or MatchBin formats.

New Reports • 2.5.1.11 Payments by Billing Office: This report lists payments grouped by billing office with billing office summaries

for Payment Method and User.

Fixed Report Defects • 2.1.11 Collection Letter Listing: An error occurred when opening the report.

• 3.3.1 Retail Manifest by Publication and Section: At times an “out of memory” occurred when attempting to render

the report while showing subtotals.

Report Changes • 2.1.1, 2.1.2 Advertiser Account History: When these reports are launched from the advertiser screen, they no longer

automatically render for "all dates."

• 2.5.1.x Payment and Credit reports: The reports no longer automatically render for the current date when the report

is first displayed.

• 2.5.1.8 Payments by Payment Method: Added the capability to print only summaries without detail information.

• 2.5.1.10 Payments by User: Added the capability to print only summaries without detail information.

Other Changes • User Form: The server license pick list is hidden if the "Assign Users to Server Licenses" setting is not set.

Web Service Changes • Web Service requests: Added logic to validate that values have been provided for all required custom fields when

pricing, validating or placing an order. An exception is thrown if the validation fails.

• Web Service requests: Throw a more helpful exception if the database specified in <appSettings> cannot be accessed.

Version 7.1 Changes, (Aug 2012)


• HTML Classified Export: Classifieds may now be exported in an HTML/CSS format to generate a classified ad web site.

The classified ads and single column classified display ads (created as retail orders), may be exported as a single page,

or a classified index can be generated with links to separate pages for each classification. HTML header and footer

files allow for your web developer to customize the look and feel of the generated markup directly from the

AccountScout Settings screen. For example, a simple change to the header file can be made to place all images to

the left of the ad text, while scaling all of the images to the same size.

• End of Month Reconciliation: Changes to report 7.3.1 End of Month in how cancelled, non-invoiced runs are treated

allow for easier reconciliation. New account balance reports have also been added to include only “Earned” revenue,

to help in reconciling the AccountScout A/R with the General Ledger.


• User Action Required After Upgrading Database: Ad administrator needs to select the Billing Offices that should be

associated with each user. Otherwise, the advertiser side list will be empty, since it is now filtered by advertisers

assigned to the billing office associated with the user. For users that should have access to all advertisers, you may

check the new "Advertiser Side List: Show for All Billing Offices" option for the pertinent Role(s). Selecting this role

option does not require the selection of billing offices for those users.

• Database Time Out Setting: The release introduces the capability to increase the amount of time before a database

command responds with a “time out” error. You may want to set this value (see general changes section below) if

you are experiencing “time out” errors most likely when running some reports.

Accounting Related Changes • Statement Batch (Volume Discount Related): When a volume discount immediate credit is created for a generated

statement, the credit is now automatically applied to the most recent invoice on the statement.

• New Account Balance reports (2.1.12, 2.1.13, 2.1.14) that reflect only earned revenue: These advertiser aging

reports exclude invoiced billable items after the reference date, (e.g. non-published runs are excluded as though they

were never invoiced).

• Apply Credits tool: Added a billing office filter so that the user can load only those credits for advertisers associated

with a set of billing offices. A column for the billing office has also been added to the list of credits.

Classified Related Changes • Settings Form: Added the Classified HTML Export tab which allows for changes to the HTML/CSS header and footer

markup, as well as options to determine whether or not classified counts are included on the HTML classified index

page.

• Classified Export: Added options to create multiple files during the export where all ads within a "root" classification

are exported to separate files, all adds within a "leaf" classification are exported to separate files, or all ads are

exported into a single file.

General Changes • User Form: Added the capability to associate a user with one or more billing offices. This limits the advertisers

displayed in the advertiser side list to those advertisers assigned to the selected billing offices associated with the

user.

• Settings Form: Added a "Database Timeout" setting to the General tab, which determines the amount of time

allowed before a database command responds with a "time out" error. This value (in seconds) can be increased to

accommodate slow data connections.

• License Manager: Added the capability to attempt to automatically delete floating license semaphore files (i.e.

“as00x.net” files), when a floating license cannot be acquired. After the deletion, another attempt is made to acquire

a floating license.

• Advertiser Side List on the main executive and many forms: Clicking the Refresh button now reloads the advertiser

list from the database to pick up changes made by other users.

User Permission Related Changes • User Roles: Added a new advertiser side list permission to "Show for all Billing Offices", which if set, all advertisers

are displayed in the advertiser side list. Otherwise, only advertisers assigned to the billing offices associated with the

user are displayed.

Fixed Defects • Classified Export: <Introduced in V7.0> Tags for the font name and size were incorrectly being written for classifieds

whose font name and size did not deviate from the Font values defined on the settings form.

• Reset Form Layouts: Only the first checked layout was being reset.

• Statement Batch (Volume Discount Related): When a statement containing a volume discount immediate credit

that has been applied to a debit is deleted, the credit itself is deleted, but the credit was not "unapplied" from the

associated debit. This defect resulted in an incorrect advertiser account balance.

• License Form: When an existing license that is of type Fixed with associated “Fixed License Computer” records is

modified to be of type Server and saved, the computer records listed with the fixed license were not getting deleted

correctly.

• Rebuild Indexes: Rebuilding indexes after an upgrade or when initiated from the main menu could result in a timeout

error. Now, the amount of time allowed before displaying the error is set to 12 times the Database Timeout value on

the Settings screen.

• Volume Discounts: If a volume discount is defined with a "does not apply to advertisers whose oldest unpaid debit is

1 day past due", an advertiser with an unpaid debit that is due on the Statement End Date was not getting excluded

from receiving the volume discount.

• Classified Order form - Unit Rate Feature Pricing: <Introduced in V6.5> When scheduling runs, if a feature that is

defined with "Unit Rate" pricing is manually selected, an error message was being displayed and an incorrectly priced

run was being added to the scheduled runs list.

• Invoice Batch Form:

o The “Undo” process failed if one of the generated invoices has been included on a statement or falls within

the locked accounting period. Now the process skips over these invoices and notifies the user that some

invoices could not be deleted.

o In some unlikely cases, a double click on the Generate button could result in the potential for multiple

invoices (with different billable items) being generated for each advertiser in the batch.

• Interest Batch Form:

o The “Undo” process failed if one of the generated interest charges has a credit applied, has been included

on a statement, or falls within the locked accounting period. Now the process skips over these interest

charges and notifies the user that some interest charges could not be deleted.

o In some unlikely cases, a double click on the Generate button could result in duplicate interest charges

being generated for each advertiser in the batch.

• Statement Batch Form:

o The “Undo” process failed if one of the generated statements falls within the locked accounting period.

Now the process skips over these statements and notifies the user that some statements could not be

deleted.

o In some unlikely cases, a double click on the Generate button could result in duplicate statements (with

different AR Entries) being generated for each advertiser in the batch.

• Classified Import Batch: In some unlikely cases, a double click on the Import button could result in duplicate ads

being imported for each advertiser in the batch.

• Advertiser Form: After marking an advertiser as Inactive, and clicking the save button, a message was displayed

asking if you would like to save the record. Clicking "Yes" caused an error to occur.

• Export Retail Ads: The Managing Editor - Ad Force export was not exporting to a UTF-8 file format.

• Advertiser Agreements: An error occurred when trying to load the agreements for an advertiser when one or more

of the agreements were created with the same agreement start and end date.

New Reports • 2.1.12 Account Balances for Earned Revenue: Advertiser aging report that excludes invoiced billable items after the

reference date, (i.e. non-published runs).

• 2.1.13 Account Balances for Earned Revenue by Billing Office: Advertiser aging report grouped by billing office,

which excludes invoiced billable items after the reference date, (i.e. non-published runs).

• 2.1.14 Account Balances for Earned Revenue by Sales Rep: Advertiser aging report grouped by sales rep, which

excludes invoiced billable items after the reference date, (i.e. non-published runs).

Fixed Report Defects • Cannot Run Many Reports Due to a Time Out Error: Many reports are "timing out" which aborts the report. As a

result, the reports cannot be run at all. A setting can now be modified to increase the amount of time allowed before

displaying this error.

• Advertiser Form - Reports for Inactive Advertiser: When an inactive advertiser is loaded, the advertiser reports

generated from the ribbon bar, displayed the reports for all advertisers, rather than the loaded advertiser.

• 1.2 Advertiser List: The primary contact column was not getting populated.

• 1.9.2 Classified Tear Sheet Listing: In some cases not all of the advertisers needing a tear sheet were being displayed.

• 2.2.x Billable Item Reports: When selecting the option to show Cancelled Only Runs, Miscellaneous Billable Items

(which cannot be cancelled), were included in the report results.

• 2.4.2.1 - 2.4.2.5 Open Item Statement reports: When an advertiser has a credit balance, the unpaid debits were not

displayed on the report.

• 2.5.1.4 Payments by Deposit: An error occurred when selecting a date range of "All," although the report then

displayed correctly.

• 4.3.7 Expiring Classified Orders by Sales Rep: Fixed a defect introduced in V7.0, where the classification was no

longer being printed for each ad.

• 6.3, 6.4, Sales by Sales Rep Reports: When selecting the option to show Cancelled Only Runs, Miscellaneous Billable

Items (which cannot be cancelled), were included in the report results.

• 7.3.5 Sales Tax Summary by Publication and Sales Type: When selecting the option to show Cancelled Only Runs,

Miscellaneous Billable Items (which cannot be cancelled), were included in the report results.

Report Changes • 1.3 Advertiser List with Primary and Billing Contacts: Added the advertiser's main email address, and modified the

look and feel.

• 1.6 Contact List: Added billing office filter, and advertiser's primary email address. Modified the look and feel.

• 1.7 Contact Listing: Report deleted, since this report is no longer necessary after the changes to 1.6.

• 2.1.3 Account Balances: Added aging percentage totals, and modified the look and feel.

• 2.1.4 Account Balances by Billing Office: Added aging percentage totals, and modified the look and feel.

• 2.1.5 Account Balances by Sales Rep: Added aging percentage totals, and modified the look and feel.

• 3.4.7 Retail Sales by Rate Name: Modified the look and feel.

• 4.4.7 Classified Sales by Rate Name: Added columns for Word, Line, and Inch counts as well as improvements to the

overall look and feel.

• 7.3.1 End of Month: Made changes to the look and feel as well as the following modifications:

o Modified the Sales column for the billable item listings to exclude non-invoiced, cancelled runs.

▪ Because of this change, the Cancelled and Net columns were no longer pertinent and were removed.

o Added Sales Tax and Total columns for the billable item listings.

Report Number and Name Changes • 1.6 Contact List: Renamed from "Contact Listing by Advertiser."

• 2.1.3 Account Balances: Renamed from "Advertiser Account Balances."

• 2.1.4 Account Balances by Billing Office: Renamed from "Advertiser Account Balances by Billing Office."

• 2.1.5 Account Balances by Sales Rep: Renamed from "Advertiser Account Balances by Sales Rep.”

• 2.1.9 Account Balances with Non-Invoiced Billable Items: Renamed from "Advertiser Projected Account Balances."

• 3.4.7 Retail Sales by Retail Rate Name: Renamed to "Retail Sales by Retail Rate Name"

• 4.4.7 Classified Sales by Rate Name: Renamed from "Classified Sales by Classified Rate Name"

Other Changes • Backup Database: Changed the timeout when backing up the database. If a value has been specified for the (new) DB

Command Timeout setting, then the timeout will be 12 times that value. Otherwise, the timeout will be 300 seconds.

• Losing a Floating License: When network connectivity to the system hosting the server license is interrupted,

AccountScout now attempts to automatically reacquire a floating license. The user is notified only if a floating license

cannot be reacquired.



• Retail Ad Copy Management: Production files for retail ad copy can now be viewed within, and managed by

AccountScout.

o Users may associate ad copy with a retail order or run, by browsing for, or by dragging and dropping the

production file directly onto the retail order screen. The ad copy is rendered within AccountScout and

saved in the designated shared directory on your network.

▪ Supported file formats include PDF, JPG, PNG, TIF, BMP and GIF.

o If ad copy has not yet been created at the time the order is created within AccountScout, the insertion

order and manifest reports display the filename and directory where the production department can place

the file when it’s ready. AccountScout will automatically find and display this file the next time the order or

run is loaded.

o When deadline approaches, the new Retail Ad Export screen can be used to generate an electronic

manifest. During the export, the ad copy files are pulled from the AccountScout “repository” and placed in

the output directory, eliminating the need for production to manage and “pull” these files manually.

• Flow Retail Ads Directly into Quark and InDesign, with or without Ad Force: The new Retail Export screen (Tools:

Export Retail Ads menu option), similar to the Classified Export screen allows for retail ads to be exported directly to

an electronic manifest in Ad Force, emSoftware XTags, InDesign, or Quark tag formats.

o When exporting to the emSoftware XTag format, you may now “flow” your retail ads, grouped by section,

onto a temporary page within Quark and InDesign. From there, you can easily cut and paste those ads into

your publication.

▪ Pagination information and manifest notes are display below each ad image to alert production to

any special requests or placement requirements.

o For Ad Force users, you may now save directory to the Ad Force format without the need to take the file

into Excel.

• Classified Display Ad Orders: These orders may now be created and “classified” from the Retail Order screen. When

the normal Classified Export is performed, the single column classified display ads can be classified and exported to

“flow” alongside the “word ads” if desired. The larger, multi-column classified display ads can be exported separately

from the Retail Export screen.

• Miscellaneous Order Form: A “Quick Payment” button was added to the ribbon bar that when clicked, a payment

dialog is displayed. When the payment is saved, an invoice is created for the current order, and the payment is

automatically applied to the invoice.

o An “Add Advertiser” button was also added which displays a dialog to allow for the quick creation of a new

advertiser.


• Retail Order Ad Copy Path: Create a network share for retail ad copy, (similar to the current share for classified

images), and enter this path on the Orders tab of the Settings screen.

• Retail Export Settings: Review and enter values on the newly introduced Retail Export tab of the Settings screen.

Retail Order Related Changes • Retail Order Form: Added Classification Group and Classification pick lists that are displayed whenever a sales type

marked as "Classified Display" is selected. The selection of a Classification designates a run as a "Classified Display

Ad."

• Edit Retail Run Dialog: Added Classification Group and Classification pick lists that are displayed whenever a sales

type marked as "Classified Display" is selected. The selection of a Classification designates the run as a "Classified

Display Ad."

Classified Related Changes • Classified Tiered Rates: Created the capability for tiered rates to be assigned run numbers within a publication.

Currently, run numbers are only assigned across publications. This allows for scenarios such as, the first run in each

publication costs some amount, and all subsequent runs are free.

• Classified Export Form: Added support for Classified Display Ads entered on the retail order screen.

o Added a Single Column Classified Display Ads option, to export classified display ad runs that were entered

on the retail order form. A classified display ad is identified as a retail run that contains a "classification."

Single column ads, are those that have an ad width <= 1.

o Added two new Quark and InDesign paragraph styles for "Classified Display" and "Classified Display

Separator", which are applied to classified display ads.

General Changes • Define Sales Type Form: Added a check box for "Classified Display" to associate a retail order sales type with a

classified display ad. This allows for entering a classification rather than a section on the retail order form. Runs

associated with sales types marked as "Classified Display" may also be included in classified ad exports.

• Settings Form:

o Added a "Root Image Path" to the Orders tab for specifying the path to the ad copy network share.

o Added a "Retail Export" tab used to specify options for the default export path, format, and whether or not

to export runs on hold and cancelled runs.

o Added an Enable Display Ad Separators setting to the Classified Export tab that determines whether or not a

Classified Display Separator paragraph tag is inserted after each classified display ad.

Fixed Defects • Advertiser Form: The Balance Forward Statement listing was displaying a value of zero for the Debit Sum and Credit

Sum columns.

• Classified Order Form: If attempting to "edit runs" when no runs were scheduled, an error occurred.

• Classified Run Dialog: The sales type pick list was displaying all sales types, rather than only the Classified sales types.

• Retail Order Form: If attempting to "edit runs" when no runs were scheduled, an error occurred.

• Retail Run Dialog: The sales type pick list was displaying all sales types, rather than only the Retail sales types.

• Rebuild Indexes: A "time out" error was occurring on larger databases.

• Search Tool: Non-numeric characters were not allowed in the Retail Order Number, Classified Order Number, and

Miscellaneous Order Number searches.

New Reports • 3.3.10 Retail Manifest - Ad Copy: A retail run manifest that shows the availability of ad copy, with the directory for

the ad copy. This may be used for reconciling missing ad copy files for an upcoming issue.

Fixed Report Defects • 7.3.1 End of Month: Some amounts were not formatted correctly to display the thousands separator.

Report Changes • 1.8.2 Agreement Status: Added date filters on "Start Date", and "End Date". Also added columns to show the

number of days remaining on the agreement.

• 3.5.2 Insertion Order - Production View with Run Detail: Added the "Directory" containing the location for the ad

copy files.

Web Service Changes • GetScheduledAds Request: Cancelled runs, runs on hold, and quoted runs are being returned in the response to this

request.