Calhoun ISD Accounts Receivable

SMART Accounts Receivable

Release Information

Version Number: 3.2.1 Build 1 - Release Date: 07-01-08

- Fixed problem with entering Receipts in New Year

Version 3.2.0 Build 0 - Released 3/6/2008
Report enhancements
Void added as part of description for Voided checks and bills
Ability to inactivate Clients
Multiple added as type in Recipts
Batch Posted Successful message added
Corrected footer totals on Billing detail screen
BIlling allows correction of Account Number after its is printed
Money filelds limited to 2 decmials
Client (on receipts) defaults to Not Specified
Remit type is now a district default

Version 3.1.4 Build 0 - Released 11/9/2007

Printing issues have been fixed
Tabbing errors have been fixed
Bill cannot be printed as OVERDUE if not posted, nor can a Voided Bill be printed as OVERDUE
Creating many extra bills have been fixed
Retain Transaction-Date from one receipt to another, unless changed

Version 3.1.3 Build 0 - Released 7/20/2007

Fix report connection issues

Version 3.1.2 Build 0 - Released 11/9/2007

Added OVERDUE option on Printed Bill
Created new VOID report
Corrected issues when changing Transaction Dates
Corrected issues concerning posting to the Journal Entries

Version 3.1.1 Build 0 - Released 5/9/2007

Do not allow Transaction Date to be blank
Fix issue in Receipts where Debit side is not balanced and Status does not reflect that fact
Eliminate "Qry A/R-list data set not in insert mode"
Eliminate extra zero on Account Number when entering all 19 digits

Version 3.1.0 Build 0 - Released 3/27/2007

Added client note field to show up on the bill detail screen
Added a bill footer. Found in District Setup. Shows up on bottom of bill.
Ability to not autogen Recipt numbers. May type in receipt number desired.
New Detail Client Report listing bills and payments for a specific client or all clients for a specified time period
JE now an option on the cash recipts beside Cash, Check and Wire
Reprint the posting report if lost for billing or receipts
Debit account in billing will be set to default unitl changed
Can delete unwanted batches
Fixed issues with receipts balanced with multi-lines
Cannot clone a voided bill

Version 3.0.5 Build 0 - Released 2/28/2007

Fixed issue causing multiple receipts being generated
Locked down Billing Initial Batch

Version 3.0.0 Build 0 - Released 1/31/2007

Fixed report errors
Added ability to have multiple Debit and Credit Accounts in Receipts
Receipts and Billing now post directly to SMART and Host
Increased size of CheckNumber field to 9 characters
Fixed issue when re-printing a bill keep Status as Posted
Increased Batch description field to 50 characters
Added Bill Type to List screen for filtering criteria
Added header line of Unit-Price, Quantity, Description to Invoice
Added exporting capability to all 3 List screens

Version 2.0.6 Build 0 - Released 8/1/2006

Fixed report errors
Added new field in Client called Notes
Fixed "Batch Description" not showing up all the time on Detail screens

Version 2.0.0 Build 0 - Released 6/5/2006

Fixed Account Number Not Found error
Fixed Clone Bill Refresh issue
Fixed Client List Report to not show blank second address line
Fixed security issue that forced individuals with only Billing permissions to have Receipts permissions
Cloning a bill
District options setup screen
Voiding of receipts
Draff Invoice (BIlling) option
Fixed printing of Invoices (Billing) issue when one or more Invoices have already been printed
Include email address on Invoice (Billing)
Allow zero cash receipts
Print the correct Receipts Deposit report when Batch is posted
Added client name to Cards going to Host
Corrected printing of client's address when no second address line present
Allow 0 Account Types in the available Ledger Accounts list
Non-existent account numbers will not be allowed

Version 1.5.5 Build 0 - Released 2/22/2006

Changed rounding to Banker's Rounding, so negative amounts are now correct

Version 1.5.4 Build 0 - Released 1/31/2006

Fixed Invoice print to allow Comment to wrap to new line

Version 1.5.3 Build 0 - Released 1/9/2006

FIxed date of Invoice to stay as the date selected instead of date it was printed
WIden client drop-down to accomodate the widest Client Name
Show 4 digits for Unit-Price and round Amount field

Version 1.5.2 Build 0 - Released 12/20/2005

FIxed the Aging and Client statements

Version 1.5.1 Build 0 - Released 12/1/2005

Receipt amount not greater than zero message appearing on new Receipt has been removed
Receipt and Billing Batch drop down list refreshed after a batch is posted
Multiple receipt detail lines issue with a correcting amount has been fixed
Fixed and opened fields for posted receipts that had receipt number and transaction date open for modification after the batch was posted