Wintac 2006/2007 Enhancements
Job Scheduling, Dispatching & Mobile Computing
Wintac's high-performance dispatch board now also interfaces with Microsoft Outlook. With a single mouse click, instantly send job information to Outlook for quick monthly, weekly and daily calendar views of your job schedules.
The TechView board now has more user-definable options to determine the information that appears in each cell block. You can choose the data to include from the following list: Customer Number, Customer Name, Reference Code, Reference Number, Job Name, Job Summary, Address line 1, Address line 2, City, Zip Code, County, Map Code, and Start & End Times.
The Job Schedule report now includes an option to list each of the Tech Assistants for each job. You can also limit the job schedule to a specific Tech Assistant.
Wintac's wireless mobile PDA messaging and alphanumeric paging can now optionally send the customer's billing address to the technician in the field along with the job details.
Wintac's Online Service Request interface has been enhanced to allow your customers to specify a purchase order number when initiating a service request for dispatch from your website.
Wintac's integration with MS MapPoint has been enhanced to include an option to instantly send all jobs within a specified date range to MapPoint.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of job statuses includes only a status of w, x or y, a user would not be able to enter z in the field.
Multiple Technicians (Tech Assistants) on a work order now all show on the TechView and TimeSlots boards. This allows you to assign and reassign any member of a job's crew by simply dragging and dropping.
You can now minimize the main dispatch board screen to work in another area of the Customer/Job Manager and then instantly return to where you left off. For example, you could minimize the dispatch board, go to a customer record, write and email a proposal to a customer who just called in, and then maximize the dispatch board to return to where you left off.
You can now customize the TechView by defining the order in which Technicians are listed from left to right. You can also specify what information appears in each TechView color block. So, for example, you might select to have Customer Name, Job Name, Job Summary, and Map Code appear. Or, perhaps, Job City, Reference Code, Start Time, and End Time.
The automatic work rescheduling feature now allows you to fine tune the criteria by limiting to Job Summary, Job Status, and/or Technician.
You can now assign technicians to specific divisions within your company and limit the TechView by those divisions.
The day of the week (i.e. Monday, Tuesday, etc.) now appears on the TechView and TimeSlots screens.
The Status Code fields now have a pull down menu to select status codes from a list of associated descriptions. This eliminates having to memorize what your status codes represent.
You can now simply mouse over any Status Color to view the description of that color code. This eliminates having to memorize what your status colors represent.
The Add New window, for entering new customers on the fly, now includes a First Name column in the customer lookup list.
You can now customize the layout of the Add New customer lookup columns.
The dispatch board now includes a Job City column.
You can now set a refresh interval to automatically update and refresh the TechView board.
The Job Schedule reports have been enhanced to optionally include the equipment installed at the job site. The reports now also reflects the exact style of customer/job number selected in Business Options.
Wintac's two-way wireless communication between your computers in the office and Windows-based notebooks or laptops in the field has been significantly enhanced to support complete work orders, invoices, proposals, and purchase orders. Wintac Pro now provides everything you need for a completely paperless dispatching and mobile computing solution! With a single mouse click, the office can now send a work order, invoice, proposal, or purchase order to a tech's email-capable notebook. Using Wintac on the notebook, the tech can then make any changes or additions and send it back to the office with a single mouse click. Wintac at the office continuously monitors incoming data and, once detected, automatically adds or updates the customer, job, or vendor record - all with no human intervention. Your techs can even originate work orders, invoices, proposals and purchase orders in the field and transmit them back to the office, where they will automatically update Wintac at the office.
Customer Manager
A new Account Manager field has been added to the customer screen for specifying the person responsible for managing the customer's account.
Five new user-definable fields have been added to each customer record to give you even more flexibility in customizing Wintac to meet your specific needs.
A second email address field has been added to each customer record. Now, if you have both email addresses listed for a customer, Wintac will automatically prompt you for the one to use when emailing WIPs from the WIP Writer.
A new Limit to Account Manager option has been added to the customer reporting criteria to allow report filtering by this new field in addition to the countless other reporting options.
The Customer Manager's duplicate record detector has been enhanced to optionally also check to see if a duplicate of the record entered in the Customer Manager exists in the Contact Manager. If a duplicate is found, you can have Wintac automatically copy the contact information to the Customer Manager.
The duplicate record detector now displays First Name as well as Last Name of all possible duplicates found.
The Customer Reference List report has been enhanced to allow you to optionally suppress phone numbers from appearing on the list.
The Customer Reference List report has been enhanced to optionally base the list on job site information entered in work orders and invoices over a specified range of job dates.
The Job Site NoteBook, as well as the customer NoteBook, button now turns bright red to alert you when there are entries in the NoteBook.
A new limit by County option has been added to all reports that currently limit by other address fields.
The Pie Chart and Bar Graph windows have been expanded to a full screen display for easier viewing.
When printing Form Letters, as well as when printing mailing labels, you can automatically include an additional address line with user-defined text that will appear below the addressee's name. For example, you might put "or Current Resident" or "or Business Owner" to be sure that the piece gets delivered in the event that the addressee's name is incorrect.
The data import features for Customers and Job Sites have been enhanced to support all displayable text fields. This gives you the ability to retrieve even more information from outside programs.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
A Critical Information popup window can be defined for any and all customers. This new feature enables you to have specific information or a warning appear in a popup window each time a user views the customer's record. The information that appears is completely user-definable for each individual customer.
The Work History button at the customer screen and job site window now allows you to drill all the way down to the associated work order or invoice.
You can now sort the Work History window in either ascending or descending order.
The automatic Caller ID customer locating feature has been enhanced to work for any of a customer's phone fields.
The criteria for selecting customers to include in automated letter printing and label printing has been enhanced to enable you to specify those customers from whom you have not generated any revenue this year.
The customer and job site email fields have been extended to hold up to 70 alphanumeric characters.
In addition to emailing customers their invoices and proposals, you can now also email customer statements.
A new button has been added to the main customer screen to quickly pop up the customer's Marketing Profile window.
The Search features for customers and job sites have been enhanced to allow searching by email address. Searching by phone number has also been enhanced to automatically check all of a customer's or job site's phone fields, rather than just the primary one. Of course, the countless other searching and lookup options for locating customers and job sites are still available.
The popup list of job sites associated with a customer is now automatically sorted in alphabetical order.
The sales tax rate fields are now visible and modifiable directly from a customer's job sites.
The Job Site Copy feature has been enhanced to prompt for a customer name to which to copy. You can also select to transfer a job site's account history to another customer.
The pie and bar graphing feature, for tracking how your customers learned about you, now allows you to customize the inclusion criteria. You can limit by Reference Code, Tag Code, Business Source, City, and/or State. You can also exclude blank Business Source entries from affecting the graph.
You can now automatically email account history information as a Word® document to selected customers on demand or based on a preset time interval. Requires MS Word® and MS Outlook®.
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of reference codes includes only Commercial, and Residential, a user would not be able to enter Industrial in the field.
Customer & Job Site Equipment Manager (Pro Edition)
The customer and job site equipment tracking capabilities have been significantly enhanced for greater flexibility and ease-of-use. You can now add and edit equipment directly from both the customer and job site screens (previously, equipment could only be entered from the WIP Writer screen). Entering and modifying equipment information for your customers is now faster and easier than ever!
The equipment button at the customer screen is now much more versatile. If you click the button when no job sites currently exist for the customer, a wizard will walk you through creating the job site. If a job site has no equipment currently installed, the wizard will walk you through adding any equipment information.
A new Equipment item classification has been added to the existing Material, Labor, and Other item classes. You can optionally show equipment subtotals alongside the other subtotals on the WIP screen and on printed forms and related reports.
The list of previously installed equipment and associated service history that optionally appears on printed work orders has been redesigned with a more professional and easier-to-read layout.
The equipment history windows at the customer and job site screens now also display the Service Expiration Date for each piece of equipment.
A second equipment warranty expiration date has been added to separately track parts warranty expirations and labor warranty expirations on each piece of equipment.
The Type field used for describing the nature or requirements for equipment maintenance now allows a user-definable label.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
The Equipment History button at the customer screen and job site window now allows you to drill all the way down to the associated work order or invoice.
You can now sort the Equipment History window in either ascending or descending order.
You can now automatically print personalized form-letters and/or mailing labels for customers with installed equipment falling within a specified range of service expiration dates. Wintac can even include the list of affected equipment on the customer's letter. This makes sending service renewal notices to your customers a breeze!
WIP Writer (Work Orders, Invoices, Proposals, Purchase Orders) and A/R Manager
Wintac can now compile multiple work orders into a single invoice. This new feature gives you the flexibility of combining the contents of separate work orders for a customer into a single invoice for billing. One of this year's most requested enhancements!
(Pro Edition) An all-new Progress Billing feature has been added that enables you to automatically generate progress invoices based on a job's original proposal. For each line item on the the progress invoice, Wintac shows the scheduled value, percent complete, prior billing amount, and current billing amount along with the original contract amount of the job. If you do progress billing, this feature alone is worth the upgrade price!
You can now look up and insert Job Site information into a WIP by Name, Address line 1, or Address line 2. Previously the lookup was based on Name only. This enhancement is great for companies that prefer to identify job sites by a street address rather than by a name.
In addition to pictures and graphics, you can now attach MS Word documents and MS Excel spreadsheets to any WIP. The pictures, documents, and spreadsheets can then be viewed and printed directly from that WIP in Wintac.
Wintac now automates online credit card and debit card processing. The accounts receivable manager gives you the flexibility of accepting and processing credit/debit card payments from your customers. Includes support for direct card processing as well as processing via third party gateway.
Wintac now automates online credit card and debit card processing. You now have the flexibility of accepting and processing credit/debit card payments from your customers! Requires subscription to third party internet gateway service. Call for merchants currently supported.
When using the Items Lookup feature to insert inventory items into the WIP's Items & Amounts window, you can now optionally include the pictures, spreadsheets, and documents attached to the item. When inserting the item into a WIP from inventory, Wintac will automatically attach all associated pictures, spreadsheets, and documents to the WIP, which can then be viewed and printed directly from inside the WIP.
You can now fill in the Invoice Comments field from a user-defined dropdown list. This allows you to create and save a library of different comments that can be entered into a WIP with no retyping.
You can now fill in the Proposal Terms field from a user-defined dropdown list. This allows you to create and save a library of different terms that can be entered into a WIP with no retyping.
You can now include a second Job Site telephone number on work orders, invoices, proposals, and purchase orders.
The Job No. field is no longer automatically highlighted when you first open the WIP Writer for a customer. This prevents users from accidentally overwriting the field.
You can now optionally have Wintac warn users when they attempt to exit a new WIP before it has been processed. The alert will give them the opportunity to immediately process the WIP before exiting.
A single purchase order can now be automatically posted and disbursed to multiple jobs. For each line item of a purchase order, you can specify the job to post that item to.
The PO Build feature that automatically generates a purchase order based on minimum and optimal inventory stock levels can now also employ an alternate method of processing. Wintac can now build the purchase order based on the usage of individual trucks over a specified time period. The amount used of each item is added to the purchase order to replenish to the original stock level of the truck.
The Purchase Order Number field has been increased from 10 to 15 alphanumeric characters.
An option has been added to warn users when they are attempting to modify an existing proposal (this works just like the warning that currently exists for invoices).
An option has been added to warn users when they are attempting to modify an existing work order (this works just like the warning that currently exists for invoices).
An option has been added to warn users when they are attempting to modify an existing purchase order (this works just like the warning that currently exists for invoices).
You can now automatically generate inventory labels for items entered on a purchase order. Based on the quantity of each line item entered in the purchase order's Items & Amounts window, you can print your choice of laser, inkjet, or dot matrix labels.
The Map Code field has been increased from 10 to 15 alphanumeric characters.
For each of an invoice's line items, you can now specify both a Sales and Cost of Goods G/L account to post to. This enables you to generate more detailed financial reports.
Wintac's Job Costing features have been enhanced to support a Labor Burden field for specifying an overhead value to be added to the employee labor rates for job costing purposes. The new field can be entered as either a fixed dollar amount or a percentage of the employees hourly rate.
When posting job cost data from accounts payable, bank accounts or other registers, the transaction's invoice number is now appended to the WIP's line item description to provide more detail.
When posting job cost data from any area of Wintac, the posted item can be automatically suppressed from showing on printed work orders and invoices.
Point-of-Sale processing has been significantly enhanced to automatically prompt for the type of payment and the amount tendered, calculate the amount of change due, open a cash drawer, and print a receipt (call for brands and types of cash drawers and receipt printers supported).
There is now an option to have the WIP Browse window sorted by Job Name as an alternative to Job Date or WIP Number.
A Vendor field has been added to the Items & Amounts window that automatically gets populated when looking up and selecting an item from inventory.
You can now instruct Wintac to not memorize the job site name and address specified on a purchase order.
In addition to the standard method, Wintac now supports an alternate sales tax calculation method that derives the sales tax from a percentage of the difference between the item's selling price and purchase cost. For example, if an item costs $25 and sells for $100, the sales tax will be based on a specified percentage of $75.
You can now specify the number of copies of each form to generate when batch printing proposals, invoices, work orders, or proposals.
You can now set a Limit to Sales Person criteria when batch printing proposals, invoices, work orders, or proposals.
A Manufacturer field has been added to the Items & Amounts window that automatically gets populated when looking up and selecting an item from inventory.
(Pro Edition) The Type field in the WIP's Items & Amounts window used for describing the nature or requirements for equipment maintenance now allows a user-definable label.
(Pro Edition) A second equipment warranty expiration date has been added to the WIP's Items & Amounts window to separately track parts warranty expirations and labor warranty expirations on each piece of equipment.
(Pro Edition) A new Equipment item classification has been added to the existing Material, Labor, and Other item classes. You can optionally show equipment subtotals alongside the other subtotals on the WIP screen and on printed forms and related reports.
(Pro Edition) The list of previously installed equipment and associated service history that optionally appears on printed work orders has been redesigned with a more professional and easier-to-read layout.
The Items Usage & Analysis report has been significantly enhanced to allow you to set limit criteria based on Vendor, Manufacturer, Status, and/or Sales Person.
The accounts receivable statement printing has a new option to include the Job Date along with the invoice description on each line of the statement. This is great for businesses that send statements based on the work description of regularly scheduled or periodic service.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
You can now apply receipts and deposits directly to work orders.
You can now attach photos, schematics, scanned signatures or any other JPEG or bitmap image to your customer work orders, invoices, and proposals.
The WIP Writer now has a County field that enables you to track and report on sales, receipts, and sales tax information by county.
The WIP Browse window now has a column for Division.
You can now customize the layout of the Browse window.
The View Schedule window has been enhanced to optionally show currently scheduled jobs for only the specified technician.
You can now optionally include a second price column on printed invoices and proposals. This enables you to show your customers the difference between the retail price and the price they are charged.
The WIP Writer's Copy & Paste feature now asks whether or not to include line items when copying work orders, invoices or proposals.
The Status Code field now has a pull down menu to select status codes from a list of associated descriptions. This eliminates having to memorize what your status codes represent.
The Start Time, End Time, and other user-defined Time fields now all have pull down menus to select times in half hour increments with no typing.
You can now directly view or modify the directions to a job site from inside the WIP Writer.
The advanced options for Recurring Work Orders have been enhanced to enable you to specify a monthly interval (e.g. every 3 months, every 24 months, etc.).
You can now set a default style of invoice, work order, or proposal to be selected for printing. For instance, if you typically print a flat rate style of invoice, you can tell Wintac to make flat rate the default. Of course, you can always override the default settings when needed.
You can now toggle on or off the feature for automatically adding line items from work orders, invoices, and proposals to the inventory file.
The highlight color of the selected item in the Items Lookup window has been changed for easier viewing.
Work orders and invoices are now automatically updated and reprocessed when posting material/parts from purchase orders and labor/time from payroll.
Wintac can now automatically update the price of items in inventory when processing purchase orders. Note that this feature can be toggled on or off to your preference.
You can now toggle on or off the Auto Correct feature for correcting spelling errors in work descriptions.
Wintac's Automatic Billing feature has been enhanced to allow you to select the type and style of invoice to print.
The Items Usage & Analysis reports have been enhanced to optionally include items from both work orders and invoices.
The Invoice History reports have been enhanced with more sorting, grouping, and subtotaling options. You can now sort, group, and subtotal by Job City, Job Summary, and/or Salesperson.
The Purchase Order History reports have been enhanced to allow limiting to P.O. Number, Job Name, and/or Job Number.
The Proposal List reports have been enhanced to allow limiting to Job Name and/or Job Number.
You can now limit the Sales Journal reports by any of the user-defined fields.
You can now sort the Invoice History reports by Job Name.
You can now limit the Receipt History reports by Job Number.
You can now limit the WIP Listing reports by Technician. The reports can also be limited to include only Automatic Billing invoices.
You can now limit the A/R Invoice Aging reports to a specific customer.
You can now sort the Financial Summary reports by customer balance and limit to a range of balance amounts.
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of technicians includes only Bob, John, and Chris, a user would not be able to enter Fred in the field.
Inventory Manager and Task Groups
The Inventory Reorder Report can now use an alternate method of determining the reorder amounts of items based on the usage of individual trucks over a specified time period.
The inventory import feature for MS Excel and MS Access data formats can now also include the stock quantity levels for each location.
The Extended Description button now turns bright red to alert you when there are entries in the Extended Description.
You can now automatically generate inventory labels for items entered on a purchase order. Based on the quantity of each line item entered in the purchase order's Items & Amounts window, you can print your choice of laser, inkjet, or dot matrix labels.
The Adjust Items window now includes an option to globally modify the Multiplier field of items.
You can now individually specify the sales tax parameters for each inventory item. For example Item ABC might be subject to both Tax 1 and Tax 3, while Item XYZ is subject to only Tax 2.
In addition to pictures and graphics, you can now attach MS Word documents and MS Excel spreadsheets to any inventory item. The pictures, documents, and spreadsheets can then be viewed and printed directly from that inventory record.
When using the Items Lookup feature to insert inventory items into the WIP's Items & Amounts window, you can now optionally include the pictures, spreadsheets, and documents attached to the item. When inserting the item into a WIP from inventory, Wintac will automatically attach all associated pictures, spreadsheets, and documents to the WIP, which can then be viewed and printed directly from inside the WIP.
(Pro Edition) You can now create your own titles for each inventory location (i.e. Loc 1, Loc 2, etc.).
(Pro Edition) You can now search for equipment in the inventory file by Model Number.
You can now globally modify the Group and Vendor fields in inventory.
The inventory manager now automatically detects and warns of duplicate UPC entries.
You can now specify the number of copies of laser inventory labels to print.
You can now toggle on or off the feature for automatically updating Task Groups when attached inventory items have cost, price, or description changes.
You can now toggle on or off the feature for automatically adding line items from work orders, invoices, and proposals to the inventory file.
You can now toggle on or off the feature for automatically updating the prices of items in inventory when processing a purchase order.
The inventory import feature has been enhanced to also import on-hand stock levels for each item's primary location (i.e. Loc 0).
A new PDA Inventory Update feature has been added that enables you to update on-hand stock levels in any of an item's locations from a handheld device. Note that the PDA must be capable of creating a CSV file in a specified format.
The Inventory Reorder reports have been enhanced to show the associated Vendor.
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of group codes includes only plumbing, and electrical, a user would not be able to enter HVAC in the field.
Vendor, A/P & Checking Manager
Transactions entered in the accounts payable and user-defined registers (checking, savings, petty cash, credit cards, etc.) can now each be disbursed to up to 20 separate G/L accounts (increased from 10).
You can now specify a month ending date for the bank account reconciliation process. This allows you to balance your accounts at any time on a statement by statement basis.
The memo and invoice number fields of checks previously issued on accounts payable bills can now be modified after the fact.
You can now print to 1099 Misc. forms for your vendors directly from inside Wintac.
The vendor NoteBook button now turns bright red to alert you when there are entries in the NoteBook.
When posting job cost data from accounts payable, bank accounts or other registers, the transaction's invoice number is now appended to the WIP's line item description to provide more detail.
The data import feature for vendors has been enhanced to support all displayable text fields. This gives you the ability to retrieve even more information from outside programs.
The duplicate record detector now displays first name as well as last name of all possible duplicates found in the vendor manager.
Wintac now automatically memorizes the last sort criteria you specified for the accounts payable register, checking account registers, and journal entries register. This means that the next time you pull up any of these registers they will automatically be sorted in the same order as the last time you were there.
You can now limit the Accounts Payable Activity Report, G/L Report, and Unpaid Bills Report by Division.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
The A/P Viewer now supports paying bills for multiple vendors at a time. Bill paying just got a whole lot quicker!
You can now create recurring accounts payable transactions to have Wintac automatically enter your recurring monthly invoices for you.
You can now hide paid invoices starting at a specified date in the accounts payable register.
The vendor email fields have been extended to hold up to 70 alphanumeric characters.
The Search features for vendors have been enhanced to allow searching by email address. Searching by phone number has also been enhanced to automatically check all of a vendor's phone fields, rather than just the primary one. Of course, the countless other searching and lookup options for locating vendors are still available.
The last sort order and vendor record visited are now memorized and used as the default the next time you are in the Vendor Manager.
Each vendor record now has its own Due Days field that Wintac uses to automatically calculate invoice due dates.
You can now print an A/P Payments report showing all the individual payments made against a specific accounts payable invoice.
The length of the Check Number field has been increased from five to six digits.
You can now select, from a lookup list, the receipts to include when printing Deposit Slips.
A new feature has been added to transfer funds between any user-defined bank account registers.
You can now hide cleared transactions starting at a specified date in any user-defined bank account register.
You can now print an A/P Invoices report showing all the individual A/P invoices paid by a specific check.
You can now sort the Bank Account Activity reports by check number.
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of reference codes includes only Supplier, and Banking, a user would not be able to enter Dealer in the field.
Contact Manager
The contact NoteBook button now turns bright red to alert you when there are entries in the NoteBook.
The contact manager now automatically memorizes the last sort criteria used. This means that the next time you enter the contact manager it will automatically be sorted in the same order as the last time you were there.
The data import feature for contacts has been enhanced to support all displayable text fields. This gives you the ability to retrieve even more information from outside programs.
The duplicate record detector now displays first name as well as last name of all possible duplicates found.
When printing Form Letters, as well as when printing mailing labels, you can automatically include an additional address line with user-defined text that will appear below the addressee's name. For example, you might put "or Current Resident" or "or owner of company" to be sure that the piece gets delivered in the event that the addressee's name is incorrect.
The contact email fields have been extended to hold up to 70 alphanumeric characters.
The Search features for contacts have been enhanced to allow searching by email address. Searching by phone number has also been enhanced to automatically check all of a contact's phone fields, rather than just the primary one. Of course, the countless other searching and lookup options for locating contacts and prospects are still available.
The last sort order and contact record visited are now memorized and used as the default the next time you are in the Contact Manager.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of reference codes includes only Prospect, and Lead, a user would not be able to enter Partner in the field.
Employee and Payroll Manager
The Payroll Manager now supports both printing and electronic filing for W-2 Forms. You can now prepare and submit your employee W-2 forms to the IRS electronically.
You can now print to W-3 Forms directly from inside the Payroll Manager.
A sort switch has been added to the Payroll Journal screen allowing you to instantly toggle the sort order between ascending and descending.
Each employee record now has a Labor Burden field for entering an overhead value to be used for job costing purposes. The new field, which can be either a fixed dollar amount or a percentage of the employees hourly rate, is added to the labor rate posted to a job.
The duplicate record detector now displays first name as well as last name of all possible duplicates found.
(Pro Edition) You can now optionally generate the Certified Payroll report based on Job Number rather than Job Name.
An additional phone number field has been added to employee records for storing cell phone or other phone numbers.
The employee email fields have been extended to hold up to 70 alphanumeric characters.
The last sort order and employee record visited are now memorized and used as the default the next time you are in the Employee Manager.
The employee deduction assignments have been enhanced for significantly more flexibility and user options. For any of an employee's deductions, you can now individually select whether or not it is exempt from Federal, State, Local, and/or FICA withholding.
Job costing of labor has been enhanced to automatically reprocess the job record when posting employee time from payroll.
The Employee Manager now tracks the individual gross dollar amounts for each of an employee's eight payroll rates.
You can now hide and unhide employee records in the Employee Manager.
A new payroll report has been added for union reporting that shows Hours Paid vs. Hours Worked.
Payroll Journal reports have been enhanced to allow sorting by employee name.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
You can now set a user interface requirement that only the available dropdown list entries for a field can be used for entering data in the field. For example, if your dropdown list of divisions includes only Service, and Construction, a user would not be able to enter Retail in the field.
General Accounting Enhancements
You can now generate more detailed financial reports with the new ability to specify both a Sales and a Cost of Goods G/L account for each line item of an A/R invoice.
The financial Pie Chart, Line Graph, and Bar Graph windows have been expanded to a full screen display for easier viewing.
QuickBooks users: Wintac's accounting link now supports the QuickBooks API interface for directly sending work orders, invoices, and A/P transactions to that software.
Receipts that are not deposited to a bank account now automatically appear on the balance sheet in an undeposited funds account.
Wintac can now require that all accounting transactions with a nonzero value be disbursed to at least one G/L account.
The G/L account that invoice interest is disbursed to is now user-definable.
Report Builder
The report dialog boxes have been completely redesigned for faster and easier selection of options specific to each report type.
All report options for limiting to specific records can now also be used for excluding records. For example, a report that allows you to limit to a specific technician, could now optionally exclude that technician from the report. This new feature significantly enhances the power and flexibility of Wintac's report generating.
You can now right mouse click on any Date fields in the report dialog boxes to optionally select from a list of preset date ranges for reporting. With a mouse click, you can instantly specify any of the following start date and end date ranges: Today, Yesterday, Year-to-Date, Last Week, Last 7 Days, Last 14 Days, Last 21 Days, Last 28 Days, Last Month, Last Quarter, Last Year.
Daily Outlook and Reminders Window
You can now press a hotkey combination to pop up and view, add, or edit the Reminders To-Do list from most areas of the program. This allows you to check your reminders without interrupting whatever you are currently working on in Wintac.
The length of the Reminders description field has been increased from 45 to 255 characters to allow users to enter much more detailed information.
Wintac's Reminders To-Do List now interfaces with MS Outlook in conjunction with MS Exchange Server to allow users to send select reminder entries to Outlook for intra-office messaging. With a single mouse click, instantly send a message to Outlook that other users in your office network can view on monthly, weekly and daily calendars.
All calendar pop ups have been significantly improved with a more flexible, more advanced style and format. You can now set a wide array of preferences such as font size, color schemes, and viewable months at a time (from 1 month to 12 months).
System Security
Wintac can now automatically and transparently track user activity during any and all sessions and prepare a report that logs and documents whenever users process transactions or delete records. The report lists the username, the date and time of the event, and a description of the event. This is vital for investigating unaccounted for changes or modifications to your company data.
Wintac now warns you when a new year is detected and will prompt you to run any necessary year-end functions.
Now when a user with limited level 2 security privileges attempts to access a prohibited activity, Wintac will prompt the user for a level 1 password. If a valid level 1 password is entered, the user will have level 1 access for that single activity only. This is very useful if a user needs to have a supervisor quickly and temporarily access a protected feature on their computer.
A new security access option to prohibit users from editing the contents of customer and job site records has been added to the existing security options.
A new security access option to prohibit users from accessing the dispatch board and WIP Writer has been added to the existing security options.
Wintac Help and Assistance
Wintac's installation and setup process has been significantly improved to make upgrading faster and easier than ever before.
Wintac's "How Do I..." help system has been significantly enhanced to better recognize and understand your requests for assistance and quickly take you to the relevant help topics.
Wintac's Help Central now interfaces with our live online support center. Just click the Online Support button directly from inside Wintac to instantly chat with a Wintac expert (requires access to the Internet).
Miscellaneous
Wintac's user interface has been optimized for working in either 800x600 or 1024x768 screen resolution.