Project : Date Release · Added new private flag to the bank account setup form and then added necessary code to view checking accounts so that if you don't have access to view private

1/19/12 https://lizzybeta.nizex.com/projectmanagement/cv_release_view.php?type=2&version=2.4.0.0

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Project : Lizzy

Version : 2.4.0.0 ( Final Release )Date Release : 01-19-2012

Release Notes ( Version 2.4.0.0 )

Accounting Added the ability to drill down from account to invoice type detail and then from invoice typedetail to invoice detail. ( 7314 )

Added contact ID in alphabetical order to AR aging report. ( 6671 )

Added part note and min/max column to PO section. ( 6313 )

Added ability to calculate department cost off of listed cost for the parts department. ( 6215 )

Added a popup control to a Purchase Order that allows you to view all customers waiting on aSpecial Order and how many. ( 3384 )

Auto Refinance Process added to Lizzy. ( 1960 )

"Vendors Coming Due" Report added to Lizzy. ( 1823 )

Supplier Credits Available Report added to Lizzy. ( 1822 )



Supplier Credits Available Report added to Lizzy. ( 1822 )

Ability to Refund Serialized Purchase Orders added to Lizzy. ( 1760 )

Added a "View In Dashboard" checkbox to chart of account items that, when tagged, will showthe current balance of the account, the account number and description in the accountingdashboard. ( 4505 )

Added a "View In Dashboard" checkbox to chart of account items. ( 4505 )

Retail price for a part can be updated in Lizzy from the PO. ( 6307 )

Error code added if you try to overpay an A/R. ( 11612 )

In checking, the save button is disabled after entering a new deposit, eft or check. This preventscustomers from clicking on the save button more than once and creating the same entry multipletimes. ( 11356 )

Added ability to enter business name on Accounts Receivable Receipt. ( 10793 )

Modified the purchasing receive order report so that all items are sorted by bin location to make iteasier to place the items in their respective locations. ( 6038 )

Added the feature to export the Chart of Accounts to an Excel Spreadsheet directly from Lizzy. ( 8365 )

PAY PO form can now be sorted by PO#, Date Due and Invoice #. ( 8011 )

Added Special Order invoice number on Unit P.O.'s Receiving Report as well as the Vin numberto the description for when the Vin number is assigned prior to receiving it. ( 6951 )

Added ability to add multiple Units to a P.O. - there is now a prompt that comes up after selectinga model to add that will add a specified number of Units to the P.O.- also when you update thecost it gives an option to update all or just the one you are on. ( 6824 )

Added new Cash Flow Summary report to Accounting -> Reports. ( 1366 )

Added new special order qty field to the view and edit parts controls on purchase orders. ( 3041)

Added new Apparel department to list of default departments along with necessary routines totrack its information. ( 3036 )

Added new private flag to the bank account setup form and then added necessary code to viewchecking accounts so that if you don't have access to view private accounts they won't show inyour list of drop down accounts to choose from. ( 480 )

Added new security level under Accounting -> General Ledger -> Locate that reads: "AllowViewing Payroll Entries" that will allow you to hide or show hits for payroll for specifiedpeople. ( 6084 )

Added new Miscellaneous amount and account to the PO totals page to allow entering any typeof charge and selecting the account you wish to adjust against. ( 5604 )



of charge and selecting the account you wish to adjust against. ( 5604 )

Added ability to change a consignment PO qty after its been received and it will go back andupdate the necessary tables to reflect the change. ( 5508 )

Added ability to calculate interest charges to Account Receivable entries. ( 5067 )

Changed purchase order number to Supplier Invoice Number on check printouts. ( 5494 )

Added a guard rail to the cash drawer to make sure there is a date selected prior to posting thedeposits through to the checkbook. ( 6018 )

Added new method to Accounts Receivable to convert a Customer Receivable to a VendorReceivable.

There is now a new icon that displays in the a/r grid, and ONLY for Customer receivables thathave a balance. Once clicked lizzy will adjust this a/r item down to zero, and adjust a vendorreceivable (refund) in. ( 4215 )

Addressed an issue where items were overlapping on the check stub. ( 5718 )

A/R Aging Report now shows credits. ( 4898 )

Arctic Cat Electronic Ordering now available in Lizzy. ( 5303 )

Arctic Cat Electronic Ordering now available in Lizzy. ( 5303 )

Added due date to the billing statements. ( 4646 )

Added ability to pay warranty claims, rebates... with credit card in AR. ( 4415 )

Added ability to send single billing statement through email. ( 1405 )

Calendar

Repeat daily now has a options after 7 days for 15, 30, 60 and 90 Day increments. ( 9759 )

Contacts

Log call process changed to enable it to flow better. ( 6802 )

Added control to the new menu item for Checklists. ( 4571 )

Conference calls are automatically set to "resolved" when the call is closed. ( 4476 )

Option to keep call log window open or closed when navigating through the system added toLizzy. ( 9968 )



Ability to send invoice copies to more than one additional contact added to Lizzy. ( 9430 )

Resolved box now clears upon clicking calendar icon when logging a call in Lizzy. ( 9106 )

Moved the Tax Exempt field to Step #5 for Contacts ( 3112 )

Added new control to Contact records tagged as Inventory Vendors that enables you to set yourprice codes on imported price file so that Lizzy knows how to correctly determine your cost ofeach item. When editing the contact record the grid will show in the list of other options. ( 5391)

Fixed problem with exporting contacts in Firefox. ( 4214 )

Added trash can to View Customer Units control in contacts that will allow you to remove a unitfrom a customers record. ( 4264 )

Added ability to view people involved in conference call. ( 1307 )

Added ability to select a default warranty supplier for a manufacturer that fills in when you selectthat a service job contains warranty work. ( 4064 )

Dashboard

In the sales profile contact wizard, added icon to the header information where the contact nameand phone number are displayed. When clicked on, it will allow the note to be viewed and toedit/save it to update information quickly. ( 7828 )

Added advanced dashboard controls and a new Home button. ( 3987 )

Email

In settings, the "send customer notice when special orders are received" checkbox is nowoperational. ( 10765 )

Developed auto saving of email body. You should now be able to start an email, type somethingin the body and leave, come back and it be saved to your drafts with the body still intact. ( 7820)

Added Reply All to email module. ( 2054 )

Added ability to delete attachments from form emails. ( 4312 )

F&I Forms

OR Application For Title (form 735-226 1-12) added to Lizzy. ( 11754 )



District of Columbia Application For Title form added to Lizzy. ( 7734 )

Several changes were made to the Bill of Sale:1. Size of the unit's engine is now in cc's not the hp.2. Take the "initial here" boxes off of pages 2 and 3.3. In the signature box on page 1, it should read the "the buyers have read the following 2 pagesof this agreement".4. The second signature line should read "Co-Buyer".5. Prints 2 copies automatically of all 3 pages. ( 10487 )

The OR OADA Retail Installment Contract ( OADA Form 300 (6/08)) added to Lizzy. (11341 )

The BEST Protection ESP (August 2007) added to Lizzy. ( 11237 )

The NY Honda Financial Services Retail Installment Contract (AHFC 700NY 01/09) added toLizzy. ( 11219 )

The OH Honda Financial Services Retail Installment Contract - Form AHFC 700H 6/04 addedto Lizzy. ( 10844 )

The NY Boat Registration/Title Application (MV-82B (8/11)) added to Lizzy. ( 10037 )

The NY Odometer and Damage Disclosure Statement (MV-103 (5/11)) added to Lizzy. (10038 )

The Envista Credit Union Retail Installment Contract (Form 518 - 4/04; Kansas) added toLizzy. ( 10322 )

The Y.E.S. Plan Lienholder Information form (01-106 3/01 LIT-11580-00-08) added to Lizzy. ( 10274 )

The Clinton County Motorsports In-House Privacy Notice added to Lizzy. ( 10218 )

The NY MV-50 (03/04) form added to Lizzy. ( 10034 )

The LA LAW 553 10/08 Retail Installment Contract added to Lizzy. ( 9950 )

The OH Wright-Patt Credit Union Retail Installment Contract (09/20/06) added to Lizzy. (9204 )

The OH Universal 1 Credit Union Retail Installment Contract (U1CU Rev. 09/07)) added toLizzy. ( 9201 )

The OH Kemba Credit Union Retail Installment Contract (Bankers Systems Form RS-SI-MV-

OH 3/14/2002) added to Lizzy. ( 9196 )

The OH General Electric Credit Union Retail Installment Contract (Bankers Systems Form RS-SI-MV-OH 3/14/2002) added to Lizzy. ( 9195 )



SI-MV-OH 3/14/2002) added to Lizzy. ( 9195 )

The OH Sharefax Credit Union Retail Installment Contract (Bankers Systems Form RS-SI-MV-OH 3/14/2002) added to Lizzy. ( 9198 )

Added the Wright-Patt Credit Union Security Agreement (09/20/06) to Lizzy. ( 9211 )

Added the Atomic Employees Credit Union Loan Application (No Form ID) to Lizzy. ( 9217 )

Added the Yamaha ATV Safety Verification Form (P/N 999-69 3002) to Lizzy. ( 9209 )

Added the Wright-Patt Loan Application (04/10) to Lizzy. ( 9214 )

Added the First Bank of Ohio Loan Application (Rev. 10/08) to Lizzy. ( 9215 )

Added the Wright-Patt Agreement To Provide Insurance form (No Form ID) to Lizzy. ( 9213 )

The Y.E.S. Extended Service Contract (10_0597 1/11 LIT-11580-00-05) added to Lizzy. (9205 )

Added the CSCI Motorcycle, ATV, Snowmobile, Personal Watercraft GAP Waiver Addendum(CSCI-A-PW2 (2/08)) to Lizzy. ( 9208 )

The Kemba Credit Union GAP Waiver Addendum (Kemba Indirect 3/2010) added to Lizzy. (9206 )

The Wright-Patt Credit Union GAP Waiver Addendum (Wright Patt Dealer Form 11-2008) wasadded to Lizzy. ( 9207 )

The MD Credit Sale Contract and Security Agreement (Form# 4000022MD (Rev. 12/10)) addedto Lizzy. ( 8903 )

The CCM In House Extended Service Policy added to Lizzy. ( 8870 )

The Universal 1 Credit Union Membership Application added to Lizzy. ( 8820 )

The Sharfax Credit Union Membership Application added to Lizzy.

( 8819 )

The CCM In House VIP Maintenance Agreement added to Lizzy. ( 8871 )

The CCM Finance Application added to Lizzy. ( 8816 )



The CCM Finance Application added to Lizzy. ( 8816 )

A Generic Agreement To Provide Insurance form added to Lizzy. ( 8817 )

The CCM Optional Credit Disclosures added to Lizzy. ( 8818 )

The OH Conditional Delivery Agreement added to Lizzy. ( 8814 )

FL Application for Title form has been corrected in Lizzy. The Tax ID Number is now printingin the correct place. ( 8738 )

The OH Odometer Disclosure Statement - Sold Units (BMV 3724 7/09) added to Lizzy. (8734 )

The OH Odometer Disclosure Statement - Trade Units (BMV 3724 7/09) added to Lizzy. (8735 )

The Numerica Credit Union Retail Installment Contract (ADM16650 WA OFFMAX 04408)added to Lizzy. ( 8545 )

The WA Pinnacle Service Contract (MPP WA MCSN 01 1006) added to Lizzy. ( 8542 )

The WA Odometer Disclosure/Title* Extension Statement Release of Interest (TD-420-006(R/1/11)) added to Lizzy. ( 8541 )

The WA Dept. Of Revenue Buyer's Certificate Out-of-State Delivery (REV 27 0004 (3/12/08)added to Lizzy. ( 8539 )

The WA Dept. Of Revenue Buyer's Affidavit (REV 27 0002 (3/13/08) added to Lizzy. ( 8537)

The Safe-Guard Motorcycle, Dirt Bike, Scooter, ATV, Trike, Snowmobile, PWC & Boat TheftProtection form SGMGTP Rev. 8/07 added to Lizzy. ( 8198 )

The Safe-Guard Motorcycle Tire & Wheel Service Contract Protection form SGMTWSAVSCRev. 9/08 added to Lizzy. ( 8197 )

The Safe-Guard GAP 150% Motorcycle, Dirt Bike, Trike, Scooter, ATV, Snowmobile & PWCGAP Deficiency Waiver Addendum Form ID SGMGP150 Rev. 5/10 added to Lizzy. ( 8193 )

The Safe-Guard GAP 120% Motorcycle, Dirt Bike, Trike, Scooter, ATV, Snowmobile & PWCGAP Deficiency Waiver Addendum Form ID SGMGP120 Rev. 5/10 added to Lizzy. ( 8192 )

The Safe-Guard Motorcycle RoadSide Assistance form SGMRA Rev. 3/09 added to Lizzy. (8196 )

The Affidavit Of Loss/Release Of Interest form TD-420-040 (R1/11)WA added to Lizzy. (8201 )

Added the Space Age FCU Account Card (No form ID).



Added the Space Age FCU Account Card (No form ID). NOTE: This form was a photocopy of the original and may not line up properly. ( 7226 )

Added the Space Age FCU Notice To Provide Insurance (No form ID).NOTE: This form was a photocopy of the original and may not line up properly. ( 7227 )

Added the CUDirectConnect Application For Credit Union Membership (No form ID).NOTE: This form was a photocopy of the original and may not line up properly. ( 7228 )

Added the CO Temporary Permit Application (DR2206A (3/93)) ( 7223 )

Added the CO Dealer's Bill Of Sale (DR2407 (09/07/05)) ( 7218 )

Added the CO Power Of Attorney For Trade Units (DR2174 (12/22/09)) ( 7246 )

Added the CO Power Of Attorney For Sold Units (DR2174 (12/22/09)) ( 7219 )

Added the OH Affidavit For Titling Off-Road And Utility Vehicles (BMV 3722 9/08) ( 6591 )

Updated the Bill Of Sale to include the CoBuyer Name ( 6411 )

Added the CO Power Of Attorney For A Motor Vehicle Only ( DR 2175 (04/03/07)) ( 6521 )

Fixed problem with Business Name not printing properly on F&I form when dealing with acustomer. ( 5405 )

Added Honda Salesperson Delivery Checklist - Scooter ( 1459 )

Fixed issue with the Dealer number not printing on the Honda Checklist ( 5972 )

Added the Riders Advantage Pre-Paid Maintenance Agreement by Interstate National DealerServices ( 3829 )

Added the FL APPLICATION FOR DUPLICATE OR LOST INTRANSIT/REASSIGNMENT FOR A MOTOR VEHICLE, MOBILE HOME OR VESSELTITLE CERTIFICATE form - HSMV 82040 (REV 08/10) S ( 2566 )

Added the FL Application For Temporary License Plate (HSMV 83091 Rev. 12/01) S ( 3342 )

Added Oklahoma Boat or Outboard Motor Serial Number Confirmation ( 1478 )

Added the MT Application For Certificate Of Title (MV1 (10/09)) ( 4366 )

Finance

Developed an "Out-The-Door-Price" calculator. This price is all inclusive of any Admin Fees,DMV Fees, Sales Taxes and the prices of anything that can be paid for by cash (it EXCLUDESany Credit Life and/or Disability Ins.) ( 1741 )

Added new shipping fields to add shipping retail, cost and shipper to a Deal and to show on the



Added new shipping fields to add shipping retail, cost and shipper to a Deal and to show on theDeal Sheet and Recap. ( 5114 )

General

Added additional features to the Deal Recap control. ( 3059 )

Improved the look of the buttons in Lizzy by turning them a darker blue when you pass themouse over them. ( 8074 )

Added time clock only login for service technicians that only record time sheets and don'tactually use Lizzy. ( 3290 )

Inventory

Monthly Sales History added to View Item History screen. ( 5290 )

Changed the crop parameters on part image upload for the webstore to not only support a 1:1square ratio but to allow unconstrained cropping so you can crop any way you want. The onlylimitation is that your crop tool has to be at least 300 px on one of the sides to save. A sectionwas added at the top to show your current crop size. The medium image is resized at 300X300and our thumbnails at 150X150. ( 4872 )

Added the ability to track Consignment Parts Inventory. ( 4699 )

Build Inventory Account Totals Report added to Lizzy. ( 2076 )

Added a Consignment Reconciliation Report. The report allows the customer to filterconsignments by date, manufacturer and PO number. ( 6375 )

Modified Dated Inventory Report to reflect the totals at multiple locations or at a specificlocation. ( 6326 )

Created a by location droplist in Items needing Review for multi-location stores. It is no longerrequired that you go into contacts, edit your record and change your location. ( 6357 )

Done. ( 9226 )

Added location to item sold report.It now shows location drop down as well as location on theprint out. ( 7083 )

When manually adding a new inventory item, if you select that its a non inventory item, we'renow clearing and hiding the quantity field to insure its not used. ( 2690 )

Added ability to move items from one bin location to another and to specify a quantity to movenow. So instead of having to move the entire group of parts you can now elect to move only 2 ofthe 5 from the back to the front floor. ( 5747 )

Added ability for Lizzy to determine appropriate min/max and give initial options based on the



Added ability for Lizzy to determine appropriate min/max and give initial options based on thetime period and other options chosen on the Inventory Analysis control. Modified a few of thelabels so they make more sense, added categories to allow further selection of items, added abilityto tag items and then further restrict view based only on tagged items. These may be items youlook at quite often and would like to have a quicker way to select them. ( 4997 )

Added new skip on import feature to the inventory report to show only items that were set toskip. ( 4598 )

Added new discount field to the items sold report. ( 4998 )

Added ability to see kit contents before and during build process. ( 3934 )

Invoicing

Added ability to view/edit basic contact details from an invoice by clicking on the icon in theinvoice header. ( 6615 )

Added a "Check Deal" button to step 8 of unit sales. ( 5579 )

Added the ability to hide costs on unit sales. ( 5578 )

Modified the Kansas Sales Tax payment form to have options to reduce by last monthsprepayment and increase for next months prepayment. ( 4914 )

Added the ability for Lizzy to calculate the sales tax on a service ticket which only reflects a jobestimate. ( 4262 )

Fixed problems with Trade- Only Deals. ( 1906 )

Customer pop-up notes now part of Lizzy. You can add to a Customer through the Customersection or on the fly on an Invoice that will pop-up when starting a new invoice for a Customerthat can be for "internal" use & has the ability to post it to the Invoice to print on the Invoice ifthey need to. ( 1891 )

Added the ability to pay any kind of invoice with a Gift Card payment method. Once you selectthe payment method you will have to scan the card, just like credit cards. ( 1585 )

Done. ( 10006 )

Improved daily reconciliation report added to Lizzy. ( 9626 )

Modified tax class so a special order invoice does not show on the sales tax report and anexchange for $0.00 show up under exempt. ( 8009 )

A new button called "prior trade" has been added to the trade screen of a unit sale. It brings up anew control, that will list out all trades for this customer that came in on used unit purchases. (5095 )

Added an option in tax setup for a global tax prepayment account. Added a line on tax paymentform to grab the amount in the tax prepayment account - and reduce the tax owed by it - then



form to grab the amount in the tax prepayment account - and reduce the tax owed by it - thenclear it out when processing the check. ( 5946 )

Developed a 2" receipt option in settings. ( 6362 )

Fixed the attach image/file control so it only opens if a file is attached or if you click on the link. ( 11535 )

At the point of scheduling and creating a service ticket, a drop down list of owned units from thecurrent contact list has been developed. Click on a mechanic slot to open the schedule popup andyou should now see it. The unit is added to the tooltip when you mouse over and when you clickto generate service ticket, the unit is added on the invoice and to the job. ( 6174 )

Added New Snap Shot Option on Mechanic Performance Report. ( 10127 )

Added ability to technician performance Report to separate charged labor items and enabled theability to view report for only a single rate. ( 6173 )

Changed mechanic payrates to allow you to save a Job Classification without having a vendorand unit type. You are able to set it up in settings > invoicing > mechanic payrates. ( 10141 )

Printing workorders made simpler by adding the "print" icon to the job list next to the "complete"icon. ( 9797 )

Added ability to calculate time based on billable amount on service ticket labor. ( 8786 )

Error: 8768, prohibiting negative internet and catalog invoices, added to Lizzy. ( 8952 )

Log Call Process on Special Orders List added to Lizzy. ( 9028 )

Currently we have a list of recurring invoices in the invoice section and we've added the ability tochange notes and due dates from the list. We have now added the ability when modifying a noteand hit save it remembers the location of the scroll bar so you can continue where you left off tomodify the next one. ( 6984 )

Removed the word "Estimate" from the job header, the invoice view, and printout for Unit Salesand Sales Quotes. ( 5575 )

Fixed problem with Multi-Location support when creating invoices for a location other than thatof the employee current generating the invoice. ( 6414 )

done ( 6437 )

Removed "General Contact" from New Service Ticket screen ( 2861 )

reworked the attached unit information on service tickets. ( 2695 )

Added Print icon, Paging control, Reference# and Model# to service list report. ( 3007 )

Added Unit Model Number from an existing service ticket so that it shows under the contactname on the incoming service scheduler popup. ( 6175 )



name on the incoming service scheduler popup. ( 6175 )

Modified the invoice payment control so that if an employee does not have access to view otheremployees information, it will automatically hide any AR's that employee may have on fileduring the payment process. ( 5031 )

In order to deal with Group 20 reports, we've added a new Wholesale checkbox to the invoicesto allow designating which ones were sold to wholesale customers and which were not. Thereports then pickup on this data to display the proper information. ( 5311 )

Added ability to calculate sales commissions off of Sale Price or Profit, and added ability to entera cap as well as a range for commission breakdowns. ( 4441 )

Fixed problem with new service ticket not taking you back to the service ticket when also addinga new customer during the process. ( 4918 )

Fixed issue with official fees calculating wrong with multi Units ( 6182 )

Changed default sort order for invoices so that the newest invoices show at the top of the listinstead of having to scroll through pages to get to them. ( 5243 )

Added the ability for time in 10th's as well as being able to type time in manually.On the ServiceTech Labor section of the invoice we have added a column called "Calc Hours". In it is a fieldwhere you can enter 1.25, then click the icon next to it and Lizzy will calc the hrs/min as 1 hr 15min. Then just click save or add, depending on whether or not your editing an existing entry oradding a new one. ( 5161 )

Modified tax class to have Service Tickets never show special order parts separate on the totalspage unless they are unassociated parts. ie: They are not attached to a job. All parts associatedwith Jobs are assumed to be received prior to cashing out the work order and are therefore shownin the totals with all other parts. ( 5344 )

Now when you do a negative part sale for a return, Lizzy is pulling the correct pricing from thelast time that part was sold to this customer. ( 5710 )

Deal sheets now include shipping and handling charges. ( 4775 )

Buying a Used Unit from a customer is now printing the Business Name on the check forreimbursement ( 5189 )

Added new report to show all items on invoices that have had their prices changed from the

default retail. ( 4599 )

Added ability to enter up to 4 engines on a single unit. ( 4297 )

Modified warranty claim flow with respect to service tickets. A job now is warranty instead ofcontains warranty work which simplifies the flow of information and keep track of which partsare for what. Also simplified the selection of warranty information with respect to the serviceticket job where you can handle the entire process in a single click. ( 4265 )

Added business name to the purchase order receive report. ( 1962 )



Added ability to schedule rental units through an advanced scheduling dashboard. ( 1897 )

Added ability to locate an invoice based on a specific VIN number and for any type of invoice.First select the type of invoice you'd like to search the VIN For, ie: Internal Tickets, then enter theVIN number. Once the VIN is there you can change the invoice type from one to the other to seethe invoices of each type that contain that unit. ( 5580 )

Payroll

Added ability in Lizzy to display expense description on the manager's review screen. ( 4400 )

Tax Liability Report (shows all Taxes needing to be paid for a period of time) added to Lizzy. (930 )

Deduction Items List (shows all deductions items and how they are affected by what taxes) addedto Lizzy. ( 926 )

Done. ( 714 )

Added print option to the Tax Liability Report. ( 10545 )

Added a print option button when you are at View/Pay on one of the reports in the Tax LiabilityReport setting. ( 10545 )

Developed a feature to allow managers to print multiple time sheets within a specified date range.The new flow is Payroll->Time Clock->Print Time sheets. If you have security to see the deptmanager list, then you can select a manager/dept and then see a list of employees under this deptmanager. If you submit the report without selecting a user, then it will build it for all users underthe selected manager. This is what the customer would want to do to print multiple employees.This is dept specific and will only print for the selected dept. ( 6325 )

Service

Customer info/ship to/ bill to information no longer displaying on the screen or printing on theinvoice of internal invoices. ( 7884 )

Fixed issue - the Odometer In field now populates with the Odometer value of the unit whenattaching the unit to the internal. ( 6914 )

Fixed problem with SO parts not recalculating the totals properly when they are delivered back tothe invoice. Also added a new recalculate button to the invoice totals page to let you recalculatemanually if you need to. ( 5818 )

Settings



Multiple account options added to Direct Deposit. ( 1977 )

Added new "IsFax" field to the settings ->Contacts -> Phone Types control to allow you to tellLizzy which number is the fax#. ( 3976 )

Reworked security setup controls in settings. ( 3191 )

Added multi-locations to credit card setup screen to allow entering different details for eachlocation. ( 4355 )

Units

Done. ( 7882 )

This was a two part ticket. First, the consignment unit was removed from the Units Sold But NotPaid report. Secondly, consignment units can no longer be "refinanced" from the view unitcontrol and consignment units, whether creating or cancelling, will always mark the unit as"PaidInFull" ( 6442 )

Button to make a New Unit a Demo added to Lizzy. ( 10164 )

Email addresses displayed in Interested Contacts are now standard mailto links in Lizzy. ( 9747)

Established option on the locate unit screen to view all serialized units a customer might beinterested in. ( 7849 )

Changed the Refinance Button - Default "Create Receivable" to be Unchecked - this willprohibit creating an AR by accident. ( 6422 )

Added a check box in Settings > Invoicing > Defaults which says "Hides Cost" which whenchecked will hide the Unit cost when viewing the Unit and Viewing Unit details. ( 6254 )

Added Finance company and P.O. number to the Serialized Inventory Report ( 5100 )

Added new search controls for rental and tools to the unit serialized locate screen. ( 1724 )

Added the Customer's name to the Sold - Paid Units Report ( 5248 )

Enhanced Serialized Unit List report to contain more detail. ( 4984 )

Added rental units to the serialized inventory report. ( 4983 )

Warranty

A Part Price multiplier has been added to the items page of warranty claim and acts like an"update all" option. Whatever you change it too, all items will be updated to match. Also, youcan now have different rates for different line items on the same claim. ( 7765 )



can now have different rates for different line items on the same claim. ( 7765 )

Checking/unchecking the warranty checkbox now hides/shows the customer fields. ( 7764 )

Fixed labor hours entered on warranty claim to show billable time on Technician PerformanceReport. ( 7248 )

Fixed problem with Warranty Step3 not showing up. ( 5659 )

Added additional fields to the warranty claim view and print such as VIN, Hours worked... (5660 )

Fixed problem with Warranty claim not calculating price correctly when dealing with retailprices. ( 6126 )

Added Vin number to Warranty view and print out. ( 5328 )

Added ability to reprint a Warranty Claim after it has been posted. ( 5356 )

Webstore

Added a thumbnail of the part to the view item screen for webstore use. ( 4745 )

Images of parts can now be loaded for the webstore. ( 4489 )

Added ability to select a unit and tell Lizzy to display it on your webstore interface when itbecomes available. ( 4446 )

Modules effected by this release :



Module Version

Current Versions of all Modules related to project :

Module Version Date

Documents

Project : Date Release · Added new private flag to the bank account setup form and then added necessary code to view checking accounts so that if you don't have access to view private