AllSoft Technologies - Program Change History

Tool Manager Program Stats: Over 160 Screens and over 525 Source-code Files.
Windows app written in C++ and C# modern languages.

NEW TOOL MANAGER 2024 FEATURES
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R88) New checkbox on Options->Setup->InvoiceSetup-Page2 to cause new Shop Accounts to be created as TP instead of OA.
R88) When saving PDF and other files, the "Save to Directory" no longer defaults to C:\.
R85) CashDrawer and DailyCloseOut now separates payments that you post-dated before today.
R85) Option to Allow Credit Card Fees to Add to Customer's Balance during for Recurring Payment processing.
R85) Recurring Payments now sets the account-types on receipts correctly such as not calling all as TP it now correctly calls them TP, OA, or EC.
R85) Touch-ups to the Recurring-Payment option "[X] Ignore Payments Processed within 'Days Between Payments'"
R84) Optionally Change the Invoice-Search Code 'L' to LATE. To Enable, Go to Options->Setup->InvoiceSetup->Page2. Then check "[x] On Invoice Search screen, show the 'L' Code as LATE?"
R84) From Reports->Tax, a new Report Showing Customers by Tax Zones with option to not show Skips and Closed customers.
R84) On Payment Screen, when Payment Type is "Other" and "Remind Me [x]" is checked, the "Remind Me" popup will not occur, so payment is processed without the Credit Card authorization screen appearing.
R84) A new Recuring Payment Option to Apply Credit Fees. To Enable, Go to Options->Setup->InvoiceSetup->Page2. Then check "[x] Auto Add This Fee During Recuring Payments to the Payment Amount?"
R84) Updated the Customers->SaveChanges warning message when changing lastname.
R83) On Orders->Tool Order, changed button "PROCESS ORDER" to "PROCESS or SAVE".
R83) On Orders->Tool Order, the "Temporary Save Work" button has new options, so you do not accidentally deleted.
R82) Added to InvoiceSearch->History, a Tool Repair search checkbox option.
R82) Enabled the InvoiceSearch->PrevPayment History button.
R82) When using the Credit Card Fee option, print the Fee Charge on receipts.
R82) In Customers screen, show on the Texting Button the Opt In/Out Current Status.
R82) On the Invoice and Order screens when clicking CHANGE, the popup will say CHANGE or ADDING.
R82) Adjusted the Payment screen $25 button to line up with the others.
R81) Do not show "Pending CC Approval" for Cash, Checks, or Other payment-types.
R81) Previous->Payment Comments (for CASH, CHECK, OTHER) are now showing on Previous Payment screens.
R81) When adding a NEW Customer, but clicking the SAVE button, an extra warning warns you from accidentally replacing the new name in an existing account.
R81) Inventory Imports added to the Inventory->Utilities->Maintenance_Log.
R80) On Recuring Payments, if start-date is great than next-payment-due, replace with start-date.
R80) On Invoice->Search, touched-up lower left checkbox display.
R80) Fixed Orders->VendorFtp->Search by GetInvoice# to locate a single invoice.
R80) Enhanced Orders->VendorFtp->Search by Invoice on DoubleClick to open the Invoice file.
R80) Changed Orders->VendorFtp failure query message.
R79) Enhanced Recuring Payments days-between-payments feature.
R78) On InvoiceSearch->TextShop, fixed bad-phones breaking out of loop so others will complete. Also placed name and number beside the bad# message popup.
R78) Added Abort box to Options->MultiUsers->CustomerReport.
R78) On Options->MultiAdmin, new button to search for part-number on-hand qty on other Tool Manager programs.
R78) On Payment Screen, if the "Change Amount" is not zero, popup a warning message.
R77) Added print-out to Reports->C->CSV.
R77) Reset Payment Screen with current date.
R76) On Reports->C, added automation for Aborted-Payments.
R76) On OnvoiceSearch, added partial phone-number to the Search feature.
R76) Added skip and close by shopname to Customers->Transfer->Day feature.
R75) Customers->Export/Import of a single customer, now creates the shop if not found.
R74) Customers->Export customers by whole day.
R74) Customers->Import customers by whole day.
R72) Updated Reports->DailyCloseout to optionally remind to run Report->C for Aborted payments.
R72) New message-popup that explains how to best use Bi-monthly or Exact-day-of-month on Customers->AdditionalInformation->RecuringPayments.
R72) For new customers on Customers->AdditionalInformation added new message.
R72) On the Credit Card Entry screen, clicking VIEW button allow users to enable Full Credit Card number displaying.
R71) Added "Cash Invoices" to the Daily/CashDrawer closeout report.
R72) Updated Daily Closeout Optionally reminder to run Report->C for Aborted payments.
R72) New message-popup that explains how to best use Bi-monthly or Exact-day-of-month Recuring Payments.
R72) New Customers->Additional_Information Button message.
R72) On the Credit Card Entry screen, clicking VIEW button allow users to enable Full Credit Card number displaying.
R70) Fixed "Cash Drawer Balance" header value to not include non-cash-invoice sales.
R69) On new-style-invoice, moved the open/closing balance value to the left, so low-res monitors can see them.
R69) Orders->A has a second-chance pop-up if you want to delete a previous SAVE WORK order.
R69) PCI Compilance: All options for displaying the full credit-card number are disabled.
R68) A new option on invoice-search screen: use checkbox on lower-right to show "Last-Paymt-Date" instead of last invoice-date.
R68) If deleting a Vendor and a Tool Order is available, don't allow.
R68) Show "Pending CC Approval" on TEXT payment and invoice/payment receipts when using the Integrated CC Processing and Skip-Processing-CC button is clicked.
R67) When a credit-card payment is Skipped Processing (aborted) show "Pending CC Approval" in the Text message Subject line.
R67) Fixed old-style invoice exiting when changing qty-on-hand.
R66) Ensure everytime a negative-payment is auto created when using the integrated-credit-card-interface and opening a previous-payment using the ReportViewer-double-click and the credit-card payment is declined.
R64) On Report->J when chosing By-Payment (cash-based), you can now optionally not include invoice-sale-items where you removed the Tax[x] checkbox. This only applies to taxable customers.
R63) Show "Pending Approval" on TEXT payment reciepts if a future payment date was set.
R62) Updated Inventory->Calculate to display Average Cost value.
R61) Optionally show on Inventory, the average part-number cost.
R60) Emailing attached PDF for Invoice and Payment will be stored in the current directory; then deleted after Sending.
R59) CashDrawer and Daily Close Reports now show the correct breakdown of Cash/Checks/CreditCards.
R59) Reports->C now shows the correct breakdown of Cash/Checks/CreditCards.
R57) Reocurring Payments, changed the OK button to "OLD WAY" and the SETUP button to "New Way".
R57) Reocurring Payments, the "New Way" button, now has buttons for Interactive and Full-Automation.
R57) Improvements on Reocurring Payments for calculating the Bi-Monthly and NextPaymentDue dates.
R56) Default on new invoice to Part/Barcode search.
R56) On Cashdrawer/Daily Closeouts show pending (skipped processing) transactions future dates.
R56) On Reccurring Payments, fix when the "Process All Payments" checkbox is not selected.
R56) CashDrawer and Daily Close Reports now show a breakdown where Cash Invoices that were paid with a credit-card.
R56) Reocurring Payments Setup (New Way), added column NextPaymtDue and a sort button for this column.
R55) Allow clicking the ToolAccount button without a phone or card on file. Then check when user clicks the Send button.
R55) On PartHistory, if abort, still show the report even if blank.
R55) On Orders Receiving, when Processing, changed YES/NO option to OK/Cancel.
R55) On Reports->C, increased CheckBox Critera screen size.
R55) On PartHistory for the CSV report, added Status.
R55) On PartHistory for the CSV report, display a Not Found message.
R55) Set the LargeList Report to always appear on top.
R55) If using the Integrated Credit Card processing and you select "skip processing", now the message, "Pending CC Approval" appears on the Invoice and Payment receipts.
R54) On the www.ToolAccount Upload Button, the History button now shows a list with all Due Payment.
R54) On the www.ToolAccount Upload Button, You can double-click the Customer's Name to process the payment.
R54) Added clarity to the "Skip Payment" popup message.
R54) On Inventory search, if "qty on hand" checked also search for negatives.
R52) Change Main screen "Change Button" say if invoice too big, Increase your screen resolution or Decrease your scaling.
R52) Enable www.ToolAccount Upload Button.
R52) New InvoiceSearch code of U means customer is setup with www.ToolAccount.
R52) On VendorFtp, auto increase screen-size on some popups.
R52) On Customers->AdditionalInfo, auto increase screen-size.
R51) On VendorFTP, dynamically change screen size and listBox. Also show underlines in listBox.
R49) On VendorFTP, added Invoice# displaying on the main screen.
R48) Add Jobber Cost change percentage as a Stat during price-file updates.
R48) On payment screen, replace "Authorization Error" with "Authorization Error or Not Processed"
R48) Fixed when Voiding a credit-card payment to call it a REFUND only if the payment occurred before today.
R47) Fixed VendorFtp Back/Needs Report.
R46) Fixed Packing List Invoice showing Pricing when "Show Desc On Second Line" option is set.
R46) If price-list up doesn't match first two letters in Vendor Name, pop-up warning.
R46) Fixed Texting by Shop for more than 20 customers.
R46) Optionally Restrict text by Shop to customers with balances only.
R46) Optionally Restrict text by Shop to include Skip customers.
R45) The text/email Message Editor now changes screen-size based on user settings.
R45) On VendorFtp for ISN, double-clicking the Shipped File list was fixed.
R45) Added "Invoice Screen Too Large" to the "Change Screen Size" button located on Main.
R44) On Report Viewer when saving a PDF, you can now choose the location.
R44) On Report Viewer when saving a PDF, the Windows Clipboard now contains this location.
R43) If Medco VendorFtp fails, popup a message about the wrong WinScp version.
R43) On VendorFtp, you can now click the "Show All Items" button and then update all partNumbers in all non-received shipped files.
R43) On VendorFtp, fixed the Backorder/Needslist Report to show more than one Back/Needs item on an Invoice.
R43) On VendorFtp, fixed Medco to update using the Shipped Qty rather than the Order Qty value.
R43) On VendorFtp, double-click on the list to see the original Invoice#.
R42) Ignore the HTML checkbox, when doing Texting.
R42) Updated Inventory->PartHistory to use its checkbox-conditions, so the CSV button now acts the same as the OK button.
R41) Weekly Closeout Report now contains a breakdown of the types of payments (creditcard, check, or cash).
R40) Optionally add underlines on the New Invoice screen.
R39) Fix for the Inventory Change file adding Jobber when it did not change.
R38) When manually changing your Inventory Qty-On-Hand value from an Invoice, Tool Order, or Inventory Screen, the old and new Qty will be logged in the Inventory Change file.
R38) When manually changing Inventory Jobber Price on the Inventory Screen, the old and new Jobber will be logged in the Inventory Change file.
R38) You can view the Inventory Change file data on Inventory->Utilities->MaintenanceLog.
R38) On new invoice screen, the Qty-On-Hand value is now displayed beside each item in the FIND list.
R37) Initialized several Inventory->PartHistory checkboxes because they were intermittent.
R36) Inventory->PartHistory->CSV show only Received Purchase Order items.
R36) Inventory->PartHistory->CSV Sort Date optionally oldest-to-newest.
R35) Add barcode count as a Status during price-file updates.
R35) Increased size of PrevInvoice and PrevPayment screens.
R35) New Part History CSV Report that sorts Invoices and Orders chronologically.
R34) On Invoice, a new Type-of-Sale called Warranty-no-reorder.
R34) Remove WD on Inventory->Print Totals.
R34) On Inventory screen, 2 new options for controlling individual part-numbers: "[x] Do Not Change Jobber Cost" and "[x] Do Not Change List Cost"
R34) Options->Setup->Invoice_Setup, you can change the word "Backorder" to any phrase. Now your new pharse will appear on the Invoice Type-Of-Sales menu
R33) On New Invoice->screen, the qty-on-hand value in upper-right-corner when changed will update like all part-numbers on the screen with this new qty.
R33) On Orders, when changing QTY-ON-HAND value the Order List will be updated.
R33) Added popup to remind running Skipped Credit Card payments on Reports->C.
R33) On payment screen, removed condition to prevent deleting a payment.
R32) On Inventory->Utilities new button to "Remove PartNumber Dashes", which are the third position. Example ABC-123 becomes ABC123.
R32) On New Invoice->screen, added qty-on-hand to the Sales List.
R31) On vendorFTP, grey-out non used buttons based on Sending or Getting.
R30) On Customers->Reports->RecurringPayments, a popup message shows blank credit cards. This list is now condensed and has instructions.
R29) Tool Manager uses a company to process Emails, CloudBackups, & VendorFtp. They made changes, so Tool Manager was enhanced with their new setup.
R28) On Customers->Additional_Information, a new button to Setup the customer credit-card information.
R28) On the new-style-Invoice screen, after clicking the Change button, the cursor will now go to the FIND search area.
R28) On the new-style-Invoice screen, a safety on the Qty-Onhand will not allow quantities over 9999.
R27) On Customers->Reports->RecurringPayments, a popup message will display customers with an expired credit-card.
R27) On Customers->Reports->RecurringPayments->Setup, a new button to sort by Credit-Card-Expiration-Date.
R26) Added Medco VendorFtp Shipping Codes.
R26) Updated email failure message to include server: ALL SOFTWARE6.
R26) During Program updates, move toolmgr.exe file to a UpdateOldTmgrExe folder; then do the update.
R25) Remove trailing Tab on VendorFtp Send-file for Medco.
R25) Added new email servers: ALL SOFTWARE6 - 10.
R23) New option on Report->C to only show non-credit-card approvals: "Only Abort, Declines, && Errors"
R23) On the old-style-invoice screen, the NON PRODUCT and SHIPPING types are now added without taxes.
R22) Fixed Barcode Invoice scan finding multiple items.
R21) Options->Setup->InvoiceSetup, if you increase the "Days-to-Search-for-BackNeeds", the BackNeeds in the new search-range will be resoved to inActive if they were delivered already to the customer.
R20) Shorten and squeeze height of the simplier-invoice screen, so it fits on low-res computer.
R20) On new-style-invoice screen, hide the Estimate image went not in use.
R19) Updated the email sending to display a solution when email fails.
R18) When using the Add Credit Card Fee to a payment, you can now chose to onlyincrease customer's balance and not add the fee to the current payment. To Enable, go to Options->Setup->Invoice_Setup->Page2.
R18) When using the Integrated Credit Card processing and clicking the Skip Process button, a help screen now pops up.
R18) On Inventory->Utilities->RemoveObsoleteItems now does not remove unless the quantity_on_hand is zero.
R18) On Reports-B, place a pipe delimiter in front of the Date, so you can import into Excel and sort on date.
R18) On Reports-K, fixed the Abort button to exit immediately also the display counter is now in 10 record increments.
R18) On Options->Setup, clicking Serial# will copy it to the Windows clipboard.
R17) Enhanced the price-update Stats display.
R17) Increased Invoice Screen size.
R17) Increased font size on Invoice Lists.
R17) Recurring Payments Setup Report now prints a formatted output.
R17) Fixed Recurring Payments when last-payment date is unexpected such as 1924.
R17) Updated Reports->C->CSV to include the Jobber cost.
R17) Ignore HTML[X] checkbox when sending a Text message.
R16) You can now apply an Invoice number to a previous-payment and then click the SaveTerms button to exit.
R16) If using the Signature Pad, the last Signature obtained from saving an invoice will show on a Previous Payment printing.
R15) Fixed using incorrect Vendor when processing a Tool Order->Process Internet.
R15) User can now select the name and location when emailing pdf attachments.
R15) Options->Program_Updates made easier to used.
R15) Added Barcode to the Inventory->Import from Tool Manager.
R15) Fixed VendorFtp for Medco's back/needs report.
R14) Added PART HISTORY to the report menu V.
R14) When saving as a PDF on the ReportViewer screen, you can now choose a location and filename.
R14) On Inventory->Print Reports, fixed when printing without conditions.
R13) Added a popup box saying please-wait display during Vendor FTP.
R13) Added an abort to the Vendor FTP downloading.
R13) On Recurring Payment screen, a popup shows customers that do not have a credit-card on file.
R12) Fixed slow inventory price-updates if using the new Inventory "Retain Markup" feature.
R11) On the Invoice Search Screen, a warning pops-up if you have an open-invoice on the shop you are leaving.
R11) On ReportViewer for an invoice, new DROP SHIP button. This creates a DROP SHIP form that you can Text or Email to your Vendor.
R11) Added to Inventory->PartHistory, if no match, optionally try again without a dash.
R11) VendorFtp updated Medco to display last received shipped file information.
R11) VendorFtp updated Medco to show all part-numbers in all shipped files.
R11) For "DROP SHIP" added to chose for Customer Address or Shop Address.
R11) VendorFtp updated Medco if part-number not found, remove dash and try again
R10) Touched-ups to auto reccuring-payments reminder feature to exit the report building pop-up counter.
R10) New Inventory->Utility to delete obsolete part-numbers.
R9) When starting Tool Manager, it nows automatically checks if a Recurring-Payment is due today. To Enable, check the Recurring-Payment check "[x] Auto Check Due Payments during Tool Manager Startup?"
R9) When using reccuring-payments, the ReportViewer now shows two buttons in bold print.
R8) Touch-ups to Vendor-ftp processing.
R7) Set the Medco Vendor-ftp to the production server.
R6) On Customers->Reports->RecurringPayments screen, added new SortShop and Print buttons.
R6) If user opened a previous declined payment, inform them to create a new payment or check "[x] void/refund".
R6) Daily and CashDrawer close-out reports now show active customers without skips and closed.
R6) Added to the Weekly close-out report a section for Activity Stats.
R6) On Invoice and Payment reports, changed "Aborted Processing" to "Skipped Processing".
R6) When Saving a previous payment with a credit-card, block the SAVE button if it was a decline or error.
R6) When Saving a previous payment with a credit-card, warn if it was already approved.
R5) On Customers->Reports->RecurringPayments screen, a new button called "SETUP" to view and edit recurring-payment customers.
R4) On Customers->AdditionalInformation screen, a new button to set the Start-Date for recurring-payments.
R3) On payment screen, changed "Amount Tender" to "Change Amount".
R3) Adjusted size of the Cash Payment screen, so text fit better at bottom.
R3) VendorFTP added Medco EDI get-shipped items.
R3) VendorFTP if Medco part not found during Inventory Qty updating, try locating the item without the dash.
R2) Price Matrix: New Inventory checkbox "[x] Use Above Markup during Price-List Updates?"

To see Previous Years, press the F12 key while in the Tool Manager program.