You will need to uninstall your current version of Craftsman and install the new Vista version. Before doing this make sure you have backed up your data to a USB key, a CD or saved a copy on your desktop.

Changes in this version;

• New email access for Outlook
• Adding a new price list item no longer takes you to the top of the list.
• Progress & Final claims now display the job no. and date on the left side of the page, like variations and general claims
• Postcode files can now be updated. Go to Utilities > Postcodes > Download Latest CSV, then update file
• Payroll:
  • Super can now be run before the end of the month, so long as the last pay period for the month has been run
  • Payslips now print super & leave details. You will need to add each employees super fund number under employees and check their leave records  
  • Employee records, standard day now records 7.6 correctly for Annual leave etc
  • 2007 tax scales need to be upgraded in Sys Configuration
• Contractor Orders now allow you to use the word 'Approx' for job value
• Report Configuration allows you to change the Font size and Font Style
• Jobs & Claims browser now displays, budget, Contract price and profit
• New Report 'Print Outstanding Claims' presents a list for you to tick indicating which Clients need a Statement

• Claim No. instead of number to improve Invoice layout
• Deposit Info now pre-populates details field to save time. It can be overridden.
• Profit and Loss report heading colour changed to improve visibility on faxing.
• Modify Estimate screen-price item column and section columns widened.
• Screen dumps can be sent to a pdf as well as specified printer
• Small font on Deposits & General Claims fixed
• Part paid payroll entries not displaying correctly-fixed
• Supplier maintenance now displays email address and an email can be sent directly from this window.

This feature makes cancelling a cheque that hasn't been entered on the computer VERY easy.

Go to Banking > Cancel an unused cheque > Fill in the details > Create (It presents it on your bank statement automatically)

If the cheque is already in your bank statement you will have to cancel in the usual manner.

Other changes

• Cashbook Report has been renamed Income & Expenses Listing, everything else is the same
• Show Cost to Date Report displaying correctly

Backup changes

• Backup Directory under Workstation Settings is now working properly and will allow you to automatically backup to your USB key, for example.
• New feature when you right click a closed company you now have the choice of saving directly to your USB key

To fix the 3 digit warning go to Utilities>System Administrator>Manage System Configuration>Craftsman tab

• Enter a section in the 'GST Job Section' field i.e.GST or Tax then save. This is used in the Craftsman created Tax invoice for the BAS.
• You will then have to go to Audits>Upgrade Section No's to 3 digits and run this audit for the LAST time (hopefully!)

Other changes in this version;

• Invoice No. reference added to the Detailed Payments Report.
• Suburb & Postcode display tidied up in Jobs & Claims
• Copy Job works properly
• Claims Listing Report now displays filtered date in title
• Editing of account codes in paid invoices is allowed again
• Further enhancements to Insurance Claim features
• Small changes to Contractor Orders
• 2 NEW tick boxes in the Craftsman tab in Manage Sys Configuration
  1. Allows you to fully Left-align claim details(Insurance Claims)
  2. You can choose to print the date of a claim on the left of the letterhead (for those who have a letterhead that comes down the right of the page 

1. Both the 'modify job' and 'manage claims' windows now have an 'Insurance Info' button which allows you to add Assessor and Claim details. The 'This is an Insurance Job' box must be ticked for these details to print on the claim.
2. Contractor orders previously gave an error this is now fixed and extra features added to this window.There is a new tick box added to Supplier Maintenance for Contractors. If ticked they will show up in the contractor list used in Contractor Orders. For those users who haven't used this feature before it can be accessed through the 'Manage Claims' window and creates a piece of paper(similar to an invoice) that states the length of the contract and contract amount and any other details you need which the contractor then signs.
3. If you get a warning saying 'You have not selected a cheque form design', go to Utilities>System Admin>Manage Sys Configuration. Choose the Cheque tab and click on the 'Reset Default Forms' button. It should automatically insert a Cheque Form. If it doesn't choose one from the dropdown arrow and 'Save'
4. Error occuring when changing the budget when the 'Show cost to date' column was visible (VP Homes)is now fixed
5. Financial Reports now display the company name not trading name.
6. New date column added in the 'find invoices window' in Grouped EFT Payments to better identify invoices.

• Payments Report now displays Grouped EFT payments details
• Changes to the GST calculations on Financial Reports

• Presenting Deposits, Bulk EFT's and Transfers-fixed
• Payroll: Inserting extra payroll entry fixed, remembering name in Timeclock entries-fixed

It is important that everyone upgrades to V2.150 in the next week or so. We have completely removed the huge banklines table and replaced it an automated linking process between  expenses, income and deposits. As a result, your backups will be dramatically smaller and the banking process much more stable. The following Audits must be done in the following sequence in order to regenerate the correct new linkages.

If you don’t upgrade your application in this manner, your Craftsman will be rendered incompatible with all future versions and you WILL get data corruptions.

·         First do a back-up (zip & save)

·         Upgrade to new version (V2.150)

·         Audits > Repair Rebalancing Options

1.       Repair Bank Statement

2.       Repair Deposits (several parts)

3.       Repair EFT’s

4.       Repair Claims

5.       Repair Supplier Invoice Lines

This version also allows you to use your own logo that includes address details. Utilities > Sys Admin > Manage Sys Configuration > General tab.

Locate your logo, then tick the box under the ‘Your Logo’ field. Go to the Craftsman tab and make sure the ‘Claims on letterhead’ box is unticked.

Payroll deductions have been fixed.

If you are having trouble presenting deposits do the following;

1. Run the Bank Statement Audit
2. Run the Deposit Repair
3. Run the Claims Repair

Error preventing presenting of transfers on the bank statement, fixed (only affects those who upgraded to V2.146

• WHT added to Profit & Loss Report
• Changes to some Audits to repair mismatched deposit dates & claim dates
• Column totals added to Job Summary report

• Payroll, new field added to Employee details allowing you to choose the number of hours in a normal working day per employee
• Purchase Orders – editing an item description now saves the price correctly, add new item remembers job number

• After downloading a new version, then opening Craftsman before your data files are upgraded you are given a warning to do a backup. This is a safety feature and you should always backup before upgrading. Its easy: with the company closed right click then zip & save.
• Repaired error when adding new subsections
• Quick claim save repaired

• Craftsman is now multi-monitor capable. It may result in the Craftsman opening window disappearing up the top of the monitor. Follow these simple steps;

1. grab the bottom right edge with the mouse (group of dots)
2. drag it just a downward and let go
3. the window will pop down for you
4. select the window menu at the top of the page and click on clear all window memories.

• Grouped EFT’s – you no longer have to enter something in the Bank, BSB and Account fields, they can be left blank.
• Bank reference added to various reports, now that you can’t use duplicate EFT references.
• Cashbook details report now has a tick box to include ‘Sub Total Amounts’ in detailed report
• Cashbook viewer- Grouped EFT reference fixed
• Payroll – can now add super bonus with decimals i.e. 5.45%
• Supplier Payments filters button – fixed
• Adding new Sub Section – Fixed
• Modifying an item in a purchase order – fixed
• The General Ledger Acct chosen in the Modify Job Details window now shows correctly in the Claims window. Previously it always defaulted to Income Work in Progress.

Supplier Payments window not refreshing. -Fixed

• Automatic cheque printing for wage earners fixed.
• New feature: you can now change the supplier name in a Supplier Invoice so long as a payment is not recorded against it.
• Purchase Orders: description line now has sub-section headings to help sorting.
• Bank Statement browser losing focus now fixed.
• Supplier Payments Browser not updating straight away. Fixed
• New feature: Printing labels you can now print multiple copies of the same name.

• New feature: In Maintenance > Suppliers - you can now add comments for that particular Supplier which will print automatically on Purchase Orders
• Purchase orders – new button to print section for filing reference
• Section List – you can ‘Swap section numbers’, ‘Move & Insert Section numbers’ and ‘Spread Sections’. Do a BACKUP before attempting these changes as there is the potential of data corruption in previous estimates. ‘Spread Section’ allows you to choose to insert extra lines after each section but remember all section numbers will change by the number of extra lines added

• Job name field in GST/WHT report no longer extends into Paid date field.
• You can now bulk select lines to remove in both the claim and payments windows.(Highlight a line, hold the shift key down and click on the last entry to be removed if you want to select a block of entries or hold down the ‘Ctrl’ key to randomly select lines)
• Receipts report total has been extended to 10 digits

• Rebalancing in Supplier Invoices fixed. There is a new button in Supplier Maintenance to rebalance individual Suppliers
• Transfers fixed
• Duplicated EFT numbers have been causing a problem so you will no longer be able to use the same number. If you have multiple entries with the same reference use Banking > Bulk EFT’s or use the details field in the payment window.

• Estimate items can now be displayed in bold text. You can do this through the price list, so that it is always bold or from within each estimate as required

• Section list now allows you to select an existing section and change it, keep in mind this will change all previous and existing use of this section.
• Annual Gst calculations fixed.
• Total field in Receipts report increased.
• New button in ‘Add New Deposit Item’ window. ‘Show All Unpaid Claims’ this window allows you to search for the Job name using the claim no. It is a reference window only.
• Filing reference on Purchase Orders
• Price List maintenance now prints all sections, previously sections numbered < 10 weren’t printed.
• Extended comments available in Supplier Maintenance > Modify Supplier details
• New feature in Supplier maintenance – Audit ABN’s. This will give you a list of all Suppliers without valid ABN’s
• Variation credits now displaying properly
• Quick launch buttons now available from tree view on left of Control Centre window.

• New feature for Variations – you can add an extra column (% complete) for example but you can call it whatever you like. On the main manage claims window there is a new field above the closed field ‘Extra Col Title’. Go into your variation and in the window where you enter the amount you’ll see an ‘extended details’ field and a field for typing the name of the extra column. IGNORE this feature if it is no use to you.
• When duplicating an existing estimate there are 2 new options; 1. Don’t overwrite with zero if pricelist price is zero 2. Don’t overwrite quoted amounts with zero
• Purchase Orders that have been converted into invoices can now be reversed.
• Drop down descriptions in Purchase Orders now scope to the currently selected section and display in estimate order. Subsect > Item No. not description order.
• Bank Statement repair enhanced to detect & repair bad statement entries. (call us for advise before doing this audit!)

• New audit to upgrade voucher numbers to 6 digits. Go to Audits > Upgrade Vouchers to 6 digits, this should be done before proceeding to use Craftsman.
• Changes to Trial Balance report

New Feature-Offline Mode

1. You can define an “Offline” location on your local PC or laptop.
2. With all companies closed, you can switch from online to offline and back.
3. Whilst you are Online, you can copy a company to your offline location.
4. Whilst you are OFFLINE you can copy a database back to the server (dangerous obviously).

So, this means you can download off the server to the local laptop, take the data away and work on and even bring it back. Here are the steps to take:

1. Create the offline location.
   
   You may already have one but go to the Change Workstation Settings option from the treeview and make sure the folder location is specified. It is the last directory location in the list top-left of this window.
   
2. Copy the database to the offline area.
   
   You must be connected and online to do this but the company has to be closed. You should also ensure all users are out of the system or stability of the copy may be in question. Follow these steps. Go to the Company menu and choose ‘Refresh Offline Area’. The computer will notify you if you were successful. You do this as often as you wish to refresh the data. It only takes 20 seconds or so to complete.
   
3. Go offline.
   
   With all companies closed, choose Work Offline from the main Setup menu in the Control Centre. You will be placed in the offline area and this state will be remembered as you start and stop Craftsman. To go back online you need to be connected, have all companies closed and simply choose the Work Offline option in the menu again to toggle it off.
   
4. Select your company.
   
   If this is the first time you have used the offline area and company you need to ‘ADD EXISTING’ company from the company menu. This will let you connect to the downloaded company. You only need to do this once.

Reminders are given to you that you are in Offline mode and window captions modified to display this. Beyond that there is nothing different about being in an offline mode.

• Offline capability for laptop use. Call us if you need to set this up
• Payroll now lets you specify Job/Section for pay entries

• Bas calculation error which only affects upgrades since V2.112. Upgrade then recalculate the BAS.
• Reversing payroll error fixed
• Purchase Orders- Branch. There is a new field in Supplier Maintenance to tick a ‘Branch Only’. This means this supplier will only appear in lists relating to branch. Eg. If you had 6 different Bunnings stores and you wanted to send a purchase order to a particular store, click in the branch field and all branches that have been entered will be displayed. However they won’t appear in the normal Supplier search field.

• Old price items can now be hidden from the pricelist.
• Fixed focus in subsections in estimating
• New audit to fix problems with pricelist.

• Payroll issue relating to changing pay days.
• Cost Plus ‘save’ enabled
• Zip & email fixed

• Fixing further logon issues
• Add an extra tick box to include all open jobs even if there is no activity in a job in the Work in Progress Report.

• Fix logon problem
• Workstation Settings ‘Save’ button now enabled
• System Admin > Internet/Email tab > ‘save’ enabled
• Update button in banking –fixed

• Further pricelist enhancements. Subsections can be moved, copied or combined.
• Delete subsection button fixed
• Payroll error on entering Payroll-fixed
• Section figures in the budget (modify job window) now display in red if that section has gone over budget

• ONCE YOU HAVE UPGRADED TO THIS VERSION YOU MUST DO THE SECTION REBUILD AUDIT. GO TO ‘AUDITS’ THEN CHOOSE ‘UPGRADE SECTION NO’S TO 3 DIGITS’
• You can now copy and move items within your pricelist.
• You can now add 7.6 hrs to leave loading field.

• Setting up job payments – fixed.
• Gst not calculating on progress payments set up by the program – fixed.
• Payroll – sick leave etc for time clock entries can now be allocated to an overhead job (tick box in employee details window).
• More than 100 sections can now be added. You will need to do a special audit to enable this to work. Go to ‘Audits’ > Upgrade section no’s to 3 digits.
• You can also now select & change the section number however these changes will be reflected across all jobs past & present.
• Zero rates for items is now allowed.
• Item header like a sub sub section can now be added.
• Deleting a claim will now delete all claim lines as well so long as no payment has been received.
• Extra warnings occurring on PAYG employee with set WHT amount – now fixed
• Purchase orders – changing purchase order item description fixed.

• Purchase Orders deleting address if extra info added – fixed
• Wording changes on progress claim

• Supplier Invoice: can now delete all lines & payments
• Payroll supplier invoice rounding corrected.
• Re-printing payslips in payroll now has the correct message
• Payroll supplier invoices that didn’t have any withholding tax now recording correctly

• Footnotes on claims not updating properly
• Job contract price and setting payments not working properly-fixed.
• Large Company data can now be sent by FTP. Right click a closed company. It will also automatically revert to FTP if you try & email your files and its too big. You just need to have the internet connected.
• You can now enter extra item lines in the estimate with no rate or quantity, effectively giving you extended notes in the print out.

• The word ‘transfer’ can not be used in the Suppliers payment window instead of EFT. If you do the computer will treat it as a transfer, warnings have been added.
• Rounding differences between estimate and converted contract
• Positioning of some buttons on full screen fixed
• Payroll - Changes to generate monthly super window
• Section name now prints on purchase orders created through the modify job window.
• Ph number on purchase order raised in modify job window now blank
• Purchase Order browser now displays Job & Job name if raised through the modify job window. 

• Enhancements to Trial Balance Report
• Slight changes to claim printouts. If you wish to include ‘Yours sincerely’ in claim you need to tick the box above the close button in the ‘Manage Claims Window’

• Estimate printing – new ‘check & uncheck’ all sections
• Changes to Trial Balance

• Bug from 2.033 Purchase Order details now saving
• Changes to Progress Claim printout.

• PLEASE NOTE – THE START DATE IN THE JOB COST LIST IS THE CREATION DATE OF THE JOB. IF YOU ALLOCATE INVOICES TO THIS JOB THAT OCCURED BEFORE THIS DATE , YOU WILL NEED TO CHANGE THE START DATE OF THE REPORT.
• ALSO NOTE - Display for printing has now changed on all windows. It will automatically display the window before printing then select the printer icon on top toolbar to print. If you wish to choose only some pages or change print options go to the second symbol on the toolbar.

• Wording on Progress Claim changed
• Estimates-‘delete’ now gives a warning
• Estimates-new reports; Gst items on estimate and Zero value items in estimate. These reports can be accessed through the estimates window or reports.
• Payroll- extra employee super now recording correctly.
• Bank statement – if you select multiple entries to present at the same time once the present button is pressed it will show you the total amount of the payments selected.
• Changes to the Trial Balance report.

• Display for printing has now changed on all windows. It will automatically display the window before printing then select the printer icon on top toolbar to print. If you wish to choose only some pages or change print options go to the second symbol on the toolbar.
• Grouped EFTs recording correctly
• Individual sections can be printed from an Estimate
• Payroll – leave loading changes, bulk print pay-slips works
• Employee invoices recording hours against each job and employee voluntary super accounted for correctly. Therefore Supplier invoice reporting now records paid status correctly
• Supplier invoice reporting
• Purchase orders can be printed without prices
• New Regular Expenses – ‘add item’ button disabled until ‘create’ has saved the invoice
• Raised claim date can be changed until a deposit is recorded against it
• Cost Plus window will expand to full size and claim can be reversed without losing detail
• Supplier Invoice Lines listing now show Job name instead of number and includes printed date range in title on printout
• ‘Check internet for updates’ works
• Summary of job can be printer from ‘Manage Claims’ window

• New audit for estimates to repair duplicated lines and empty records.
• Gross salary & wages figure includes wages with no WHT recorded against them.
• Creating a new company fixed

• Fixed error from V2.026 occurring when you change column order in bank statement.
• Trial balance & bank reconciliation report not showing opening balance correctly.(V2.026)
• Re-printing a claim that has a part payment against it reports correctly

• Payroll entries now showing in Supplier Payments Listing
• Reversing Payroll now also removes employee super-fixed amount entries
• Payroll ‘Tax Adjustment’ wording changed
• Payroll-fixed extra tax can now be taken out without adding the entry each week
• Payroll-Extended Wage fixed
• Layout in Payments Report and Remittance Advise improved
• Bank Reconciliation Report now shows Supplier in details
• Adding a new Ledger code directly into the ‘New Supplier Invoice Item’ window is fixed

• ‘Copy comment to line’ box in Supplier invoicing fixed.
• Payments report fixed to display bulk EFT entries correctly
• Changing the amount of a payment in the modify payment screen wasn’t refreshing properly, now fixed.
• Closing a company after an upgrade using ‘close company’ fixed.
• A Claims line repair option has been added to the audits to remove ghost entries.

• HECS calculations added to payroll
• New tick box to remember name in time-clock entries
• Claim Payments Due report must now insert start date to allow part payments to be recorded correctly. Choose a very old date if you want to make sure you get all your relevant data.
• Bulk EFT remittances fixed

• Payment method ‘cheque’ fixed
• Print payroll payout details fixed
• Reversing payroll now removes individual super entries correctly

• superannuation choice
• fulltime, part time, casual and wage variants as pay scales
• group tax handling
• pay slips, super reports, group tax recons
• full integration with the Job/Supplier hierarchy
• time based and manual payments entry
• leave management (sick, annual and other)
• automatic pay scale management and more…

1. Audits
2. Rebalances
3. Reindex
4. Rollovers

This feature can be run from a desktop icon or scheduled in the Task Manager. There is a new window to set up under Utilities > Sys Admin.

New Audit - Supplier Invoices
Looks for supplier name inconsistencies, line adding errors, missed lines and duplicated invoice numbers.

'Earliest Audit Date' found in Sys Administration, Craftsman tab - allows you to limit the date that audits go back to. BE CAREFUL you must make sure there are no errors in the data prior to the date chosen. This will speed up Audits and Reports i.e. Bank Statement Reconciliation.

Bulk EFT Remittances now include Invoice number, date & details and you can search by Supplier code. Bank name is now visible.

Changes to the Invoice number in the Mod Supplier Inv details browser now saves to Modify Supp Inv item box.

PAYG/WHT Report now includes PAYG invoices that are under the tax threshold and have no PAYG tax.

GST/WHT Listing 'paid date' added for CASH accounting.

Grouped EFT payments- the add new payment information window now allows you to search on Supplier code as well as name.

Unused Account codes and unused Suppliers can now be hidden from lists.

Variation claims now show Job Name.

Supplier Listing now includes ABN's.

Claim No. now shows for each line entry.

Remittance Advise slips can now print your account details for internet banking. Set up in Sys Configuration > Craftsman tab.

Slight change in format of Invoices sent out.

Change to BAS codes to include 'wage' as BAS type (used in Payroll). W1,W2,W3,W4. Please check your BAS codes under Maintenance. This page should look like this:

User Activity Reports expanded to include 'claims' and Supplier Invoice lines listing.

Estimates
There have been major changes to the Estimates window to allow the capture of more information (especially for invoice output) and with the layout of the data. We will be enhancing this area very soon.

New claims browser

Modified the Invoice Lines browser (audit)