Version 1.9.18-1.9.23
Following is an overview of the changes from version 1.8.16

Both the MS Access and MS SQL versions of TPS have been updated to include the following modifications:

Inquiry Button added to Payment screen. Allows you to launch the Client Inquiry from the Payment screen so you can look up invoices or past payments.

Tools; Email Invoice Batch. Allows you to email invoices (as Word Document attachments) to your clients.

Additional variables for Tools; Statement Batch so that you can create Summary AR Statements (Balance Forward) via MS Word merge.

Additional variables for Invoice templates so that your monthly finance charge can appear on your invoice as well as a separate variable for Adjustments. The variable @%CashReceived%@ will now Only bring in payment amounts. It will no longer also bring in adjustment and finance charge amounts as well.

Transfer of WIP from Client Inquiry Screen. You may now select multiple lines of WIP and transfer at once.

Tools; Mass Mailing - Letters. Allows you to generate a mass mailing via MS Word from within TPS using your own custom letter templates.

Time Client Select Preference – when selecting a client in the Time Entry screen, you will be able to see the full name of ‘personal’ clients (e.g. John Smith, rather than Smith)

Due Dates Tab in Client Properties – you will be able to create a new custom due date directly from the Due Date Tab within the client properties. The ability to add a due date to the Calendar from within the Client Properties has also been added (as long as that due date is within the current month).

Reports; Activity; Monthly Billing - 3 Year Compare – allows you to see the monthly billing for each client and compare for 3 years.

Reports; A/R Summary Aging (date based) / 90 Days – Detailed – shows the detail of each aged balance for your clients.

Fixed missing Due Date and WIP Reconciliation reports in SQL TPS program.

Tools; Invoice Batch – new filter added to select a range of client ID’s, a range of client names, or a category of clients.

Billing Paragraphs - Use last years invoice to create this paragraphs for this years invoice

Client Inquiry – Payment Filter on AR and History Tab - Replace "X" button to "Show All"

Period Setup Wizard - warning message

Billing Function - new - Print the screen with totals

Client Inquiry: Time Tab – warning message for deletes

Tools; All Clients Balance. new search/sort function and the top blue bar now displays the Current Period ending

Payments - new message asking if you wish to keep using adjustment or should it revert to payment - help reducing the error of doing an adjustment instead of payment

Payment Screen: Fix Tab Sequence

Time Entry – tab sequence – skip over Engagement field as a default

Billing Screen/Client Section: Search field should clear when you exit either of these sections.

Client Inquiry Screen - new - Move from one client to another from within client inquiry

Billing Paragraphs screen - tab sequence - ability to tab from Paragraph description to Amount field

Do a log of the Outlook synch to show what records were synched and which one it stopped on if it "fails"

Due Date Calendar - new filter by Office in Multi-office installations

Due Dates - Search Status field

Reports - New - Accounts Receivable - Client Invoice - Detail - by Work code, Work type and Employee - provides the ability to review all WIP included in any invoice or range of dates.

New Invoice Variables have been added for Quarters:

New Help Screens were added in to update Help to match our Manual.

Statement Batch – Include Payments from Next Period – check mark in this box will include next month’s payments on current period AR Statement. (note – this feature is NOT available on the AR Statement Report – only Statement Batch via Word).

The transfer function within Detail Billing has been sped up

The multiple employee view in Time Entry has been sped up

Fixed a small error in the SQL version with special rates

New filter options added in Multiple employee - history, transfer, provisional mark, interim

Library of paragraphs now uses common memo box for adding / editing text

New report added in AR - Client Cash - Retainer Balance

Revised help section

Due Dates – There are now 7 preformatted Due Date reports.

Tax Preparation Forms – We have Two reports that Clients were kind enough to suggest {note we can still add more before tax season – if you email them to us.}

Bank Deposit - TPs always had a client cash report to match your deposits but it would split out multi invoice checks, now it matches the check amount regardless of the number of invoices the check has paid.

Cash Reports – a new 12 month cash report by client added along with a cash by invoice and an average collection period report.

Client Taxes – a new 12 month client tax report added to the AR Report section
WIP- Four reports have been added two in WIP and two in Billing Worksheet. In Billing Worksheet it the ‘Client Detail- Detail’ provides Name address and phone # as well as subtotalling by work code (currently TPS subtotals on the Work type and Sub-type). Similarly in the WIP Detail – By Employee instead of sorting by date and totalling after each employee it subtotals after each Work code. {Note it you have a lot a of work codes these reports will use a lot of paper!)

Firm Monthly Productivity Recap by Client – 12 month ageing provides a snapshot hours and $ on each client in a calendar year (Unilink people will like this)

Firm Monthly Productivity Recap by Employee - 12 month ageing provides a snapshot hours and $ on each Employee in a calendar year (Unilink people will like this)

Profit by Client – More than a realization report, this shows the Gross profit as well as % realized on each client for a date range. {note you need to have the ‘overhead rate’ filled in on each employee – as you need a cost if you are to calculate profit.}

Billing Realization by Work code – now allows for the analysis of work code billing realization by partner

Billing Realization – a new Client Mark up/down for the past 12 months

Main Icons Interface - Additional Icons have been added in the main row of icons that represent functions that were originally stored under Tools. Over time we have found that these functions were used frequently enough to merit their own icons for ease of access.
New icons include:

New Report Interface -TPS has over 200 reports - to make accessing these reports simpler and to standardize the access we have revised the main TPS report menu. This provides consistency in selecting reports and is in preparation for adding additional filtering in future releases of TPS.

All Clients Balance - In both the WIP Tab and AR Tab clients appear in Last Name, First Name format for easier sorting by column header.

Activity Report - 5 Year Comparison now has Client Filter.

Statement Batch - now provides statements for clients with credit balances. Also has new selection to include payments from next period (i.e. August 31 Statement that would include payments received in September).

Incomplete Invoice section - now allows for the use of the Shift key to select a range of invoices to which you may then apply a single paragraph (checkered flag icon - complete invoice).

Groups Field - Size of the Groups field in Client Properties has been increased to 50 characters

Quickbooks Link - We are now providing a feature that will link TPS and Quickbooks to synchronize Client information (name, address, phone, etc.). This is our initial foray into linking TPS with Quickbooks and at this time maintains the synchronization between the client tables in each program. Based on the feedback received, further synchronization of accounting transactions is will be considered for the future and will be incorporated into the software development plans based on market interest and feedback from our clients