General Information on Archived Release Notes
Archived release notes are older documented features that are now at least 3 years or older.
ManageMore Version 9.0 Build 9022
NEW (Smart Find in Customer Care): Smart Find enhances ManageMore’s CRM capabilities to the next level. The most common function an employee does when they speak with a customer is to retrieve that individual’s account so that he/she can assist them. Not every customer remembers the same unique value used to retrieve their account. Smart Find simplifies the data entry process by simply allowing the end-user to type whatever value the customer provides you to find their account on the same field. Type a phone number, email address, account number, invoice number, or even the person’s first and last name and ManageMore will do the rest. This reduces the need to switch between the different search method drop down list options provided on the Customer Care screen. This search method will automatically become the default search choice after upgrading.
NEW (Unapplied Payments): ManageMore now supports the unapplied payments on customer accounts. Under certain circumstances, your customer may not want a payment to post to older outstanding invoices on file. This “unapplied” payment strategy allows for a payment to lower the customer’s A/R Balance, but be applied to any specific invoice.
NEW (Reapplication of Payments): Going hand-in-hand with the Unapplied Payment strategy is the ability to easily apply and unapply payments to invoices. From the Customer Care window, simply retrieve a customer account and go to the Payments tab. Select any A/R payment you wish (whether it is already applied to invoices or not). Select the “Reapply Payment” button located on this tab and a special “Reapply Customer Payment” window will appear. This window is fairly simple to use and allows you to check / uncheck invoices you want the payment to affect.
IMPROVEMENT (Refund of Customer Invoice): You are now provided the option for a customer refund amount to be unapplied on the account.
NEW (Intellicheck – Draft Check Printing for Complete Edition licenses only): Have you ever wondered how some businesses such as telemarketers, utilities, and insurance companies ask for check information over the phone or via fax and deposit your check without you having to mail anything? This feature (often referred to as Check By Phone or Check By Fax) has been around for a long time and allows businesses to print and deposit a facsimile check as if the customer had sent it to you in the mail. There are no special fees involved other than your typical bank fees for making deposits. The only other real expense required is the purchasing of inexpensive Blank Draft Check paper from your printing supplier (visit www.managemore.com/orderforms).
As an added bonus, the same blank draft check paper can be used to print your vendor disbursement checks as well. This is especially useful for those businesses that are running multiple companies within ManageMore. Instead of purchasing custom printed checks for each of your businesses, you can simply use the same blank draft check paper for any of your companies and ManageMore will handle filling everything out accordingly.
To utilize the Intellicheck feature, you basically have to collect a few key pieces of information from your customer that will need to be recorded on the “Checks” tab of the Customer record (i.e. Bank Account No., Routing No. and Account Holder Name on check). When taking a payment in ManageMore, you will now be provided with an “Intellicheck” payment method which triggers the software into creating the customer check for deposit. The checks can either be printed on-the-fly or can be sent to a check queue for batch printing at the end of the day. In order to be compliant with most bank rules pertaining to check drafts, it is best practice that your customer signs an authorization form granting you the right to print the customer check on his/her behalf. An example form can be viewed at https://www.managemore.com/bill-payment/sample-check-draft-authorization-form/
This Intellicheck feature often introduces many other questions that we can’t go into detail here (e.g. What are the legal ramifications of this? Do I need special magnetic ink for printing in-house checks? What about the lack of the customer’s signature? etc.). We have created a blog article in our Learning Center to better explain the process and for you to determine if this feature is right for you and your clients. See https://www.managemore.com/bill-payment/draft-checks/
Intellicheck payments are not necessarily a replacement for taking credit card payments or even ACH payments for that matter. After all, a bank draft check can still be returned for insufficient funds, just like any other check. This in-house check printing feature just provides you another avenue for getting paid in special circumstances like collections or when you are trying to avoid a large fee from your third party financial institution.
The best part of this Intellicheck module is that you don’t need to rent or buy other software that claims to do this type of operation. It is all completely integrated into ManageMore, which makes the use of bank draft printing that much easier to handle.
IMPROVEMENT (Multiple User-Definable Customer Licenses): ManageMore now provides the option for you to customize up to three unique license fields for your customers. Depending on your business model, you may need to record on file a customer’s Liquor License No., Cigarette License No., Aviation License No., Firearms License No., etc. See Setup… Application… Customers/Prospects… for defining the name of up to three unique licenses you may require from your clients.
NEW (Bill of Lading Settings): ManageMore now provides a variety of common BOL settings (e.g. Carrier Name, Emergency Number, Pickup Instructions, etc.) that can be stored at the Shipping Method level. By telling ManageMore that a specific shipping method is linked to a Bill of Lading, the application can automatically determine which transactions require a Bill of Lading and also determine what special information should be displaying on the Bill of Lading form itself.
NEW (Bill of Lading Form): The custom Bill of Lading Form now goes hand-in-hand with the Shipping Method selected for sales invoices and purchase receipts. The BOL fields stored on the Shipping Methods are used to create a more accurate BOL for the carrier you are using to ship the product. This new design also complements the use of a Blind Shipment BOL form as well. For more information on this advanced option, please contact technical support.
IMPROVEMENT (Document Options): Most transaction documents in ManageMore have undergone a design change at the end of saving the transaction. New options exist for creating a PDF file of the document only, preview mode only and the ability to change the form type on-the-fly as needed. The sales invoice document, in particular, now allows for multiple documents to be selected/unselected prior to choosing a Document option as well.
IMPROVEMENT (Database Purge): New purging options included for more aggressive removal of old customers in the database.
CHANGE (Bad/NSF Check setting): This checkbox setting only serves as a reference, but was appearing in situations that it should not have been. Furthermore, this setting now forces the payment row on the Customer Care Payment Tab to show prominently in a highlighted red color.
NEW (Surcharge capability during A/R Payment): ManageMore can now do an on-the-fly surcharge calculation when posting a customer payment on the account.
IMPROVEMENT (eConnect Inventory Sync): The eConnect Web Inventory Sync field now supports a WooCommerce format that will export a csv file that can be used to add/update items in a WooCommerce shopping cart installation, without the need to map any fields. This export file works with the built-in import feature of WooCommerce.
IMPROVEMENT(Automatic Adjustment on Lowest Selling Price): One of the most important price protection features in ManageMore has long been the “lowest selling price” field located on the Pricing Tab of an inventory item record. An item for sale is price protected from being undersold as long as the global setting “Allow unit price to be less than lowest selling price” is not activated (see Setup… Application… Accounts Receivable… General Options…). A new global setting has been introduced to further protect the item price in the event that its cost drastically changes and becomes even higher than the preset lowest selling price of an item. ManageMore can now automatically increase the lowest selling price if it is lower than you last purchase cost. To activate this feature, see Setup… Application… Inventory… General Options… and turn on the option for “Automatically increase lowest selling price if last cost is higher”.
CHANGE (Item Cost Analysis Report renamed): The Item Cost Analysis Report has been renamed to Inventory Valuation Report.
CHANGE (Accounts Receivable Aging Report): In order to accommodate the new Unapplied Payment logic that now makes up the customer A/R aging, there is a new “Unapplied Pmt” column that displays on the report.
FIX (Verify Order): Some minor issues resolved with the Verify Sales Order window and the total counter showing on screen, as well as an audio problem.
FIX (Inventory Receiving and Purchase Receipt): It was possible to accidentally use the same P.O. against the Inventory Receiving window and the Purchase Receipt window.
FIX (Inventory Receiving and P.O. Deposit): It was possible to cause problems if deposits were posted on a P.O. after already receiving inventory using the Inventory Receive window.
ManageMore Version 9.0 Build 9021
NEW (Customer Item Pricing History) – ManageMore now provides an effective way to retrieve an item price that was specifically given to a customer. With one press of a button, ManageMore will display all historical pricing of an item on a sales order, quote, or invoice. You can easily confirm and select a customer’s special item pricing without running any reports or spending time browsing at past sales. This new “Customer Item Price History” button can be found on the sales order and sales invoice window toolbar. Please make sure to provide an account number on the transaction first for the feature to work.
NEW (Inventory and Drop Ship Quantity) – A new drop ship management scheme has been implemented which now keeps track of drop ship item quantities for proper management of Inventory Availability. All items now have a Drop Ship Quantity value that keeps track of how many drop ship purchase orders there are for a particular item.
IMPROVEMENT (Sales Order and Drop Ship) – ManageMore now has a totally revamped method for dealing with drop ship items. A new Edit-In-Place column on the sales order allows you to individually choose any item to be deemed Drop Ship. By tagging an item on the Drop Ship column with a “Y”, the application will generate a drop ship purchase order for that item. You can also untag the item with a “N” or <Space>. The prior method of utilizing the Shipping Method “DROP SHIP” is still available, but represents the entire order as drop ship and does not provide any option for items that would be handled in-house.
IMPROVEMENT (Purchase Order and Drop Ship) – There is now a tighter relationship between PO’s deemed as drop ship and the sales order that automatically created them. ManageMore ensures that sales orders maintain their integrity with the corresponding PO’s that were automatically created.
IMPROVEMENT (Purchase Receipt and Drop Ship) – ManageMore now displays the “Ship To” details of a Purchase Receipt that is deemed “Drop Ship.” Whenever a Purchase Receipt references a Drop Ship Purchase Order, that PR will more visibly identify itself as a Drop Ship receipt and will show the end user destination delivery information.
NEW (Tracking Numbers and Drop Ship) – When dealing with drop ship orders, the tracking number recorded on a drop ship P.O. or P.R. will propagate back to the sales order and ultimately the sales invoice.
NEW (Purchase Receipt and On-the-Fly Drop Ship) – ManageMore now provides the option (checkbox at bottom of PR form) to create a “Drop Ship” purchase receipt on-the-fly without the need for a referencing drop ship purchase order.
IMPROVEMENT (ManageMore Sales Order and Priority Flag) – Items that have been re-prioritized in the “Manage Sales Order” screen will now display a blue arrow symbol on the row to identify that the item has been re-prioritized to the top of the list. You can also un-prioritize an item by simply highlighting the prioritized order and pressing the “Priority” toolbar button again.
NEW (Posting Purchase Orders to a Purchase Receipt) – Traditionally, ManageMore only provided a “pulling” of an open P.O. to fill a purchase receipt when item(s) are received. However, in some cases (especially in Drop Ship orders), it is preferable to work the other way around and “push” a specific open P.O. to auto-fill the purchase receipt referencing the selected P.O. information. This is now possible in two key areas of the program. From Vendor Care, there is a new “Post” button option on the Purchase Order tab that will create a purchase receipt from the highlighted open P.O. You can also accomplish this task from the “Manage Purchase Order” window by highlighting an open P.O. and pressing the “Post” button on the window toolbar.
NEW (Manage Purchase Orders and Email) – The Purchase Order Management screen now provides an email option directly to the end-user associated to a Drop Ship order. This feature can come in handy to notify a client of an unexpected delay in receiving drop ship merchandise.
NEW (Sales Profitability Reports and Freight/Shipping Cost Considerations) – ManageMore has always provided powerful end-user reporting that shows profitability down to an invoice level. However, those businesses that ship merchandise had no easy way to take into consideration freight/shipping costs. A new setting (From the menu, see Setup… Application… Accounts Receivable… Display Fields… Freight Cost checkbox) provides the business the option to record the freight cost on any individual sales order and/or sales invoice. The sales profitability reports will take this into consideration when providing its results. Users who are implementing the Shipping Manager module will not need to enter the cost value manually, as it will be automatically imported and saved on each transaction.
NEW (Freight Cost Wizard for Reconciling Shipping Charges) – ManageMore now provides an audit tool for checking the accuracy of the shipping charges from any particular shipping carrier. Utilizing the new invoice freight cost feature, ManageMore offers a reconciliation process which can quickly determine if a shipping carrier has deviated from their original quoted charges.
NEW (Transaction Transport Id) – Orders and invoices can now be flagged with a specific value to represent a truck/vehicle responsible for the order. This field goes hand-in-hand with our Master Bill of Lading reporting tool. See Setup… Application… Accounts Receivable… Display Fields… Transport Id.
NEW (Master Bill of Lading Reporting Feature) – Utilizing the new Transport ID field, a new Master Bill of Lading reporting document is now available (see Reports.. Report Explorer… Sales… Master Bill of Lading). This report will group sales invoices by the transport ID (e.g. truck number) to create a customizable Master Bill of Lading document for your delivery personnel.
NEW(ManageMore Scheduler with WordPress Plug-In) – We now have a free plug-in for your WordPress website to easily integrate ManageMore appointment scheduling with your website. Customers can see available time slots and schedule/cancel their own appointments. Remote employees can view their scheduled appointments, mark them completed, take notes, and even collect customer signature right from a smartphone or any web-enabled device.
FIX (General Ledger Posting View) – Journal Entries no longer show an internal Id.
FIX (Journal Entry Recall) – JE was not filling in the Journal Entry Id into the details when recalling a memorized journal entry.
NEW (Customer Zones) – A new customer field called “Zone” can be enabled on the customer record. This zone field is most useful when used in conjunction with ManageMore appointment scheduler. Its purpose is to group orders based on customer territorial areas and help a small business with a fleet of vehicles better organize its routing.
NEW (Sales Order Inventory Requirement Report) – Report provides total by SKU’s for orders assigned to a particular employee.
NEW (Transaction Analysis with Freight Cost) – Transaction Analysis feature (green “i” image on toolbar of sales order/invoice) now takes into consideration the newly created freight cost option to provide a more accurate transaction profit calculation.
NEW (Transaction Analysis with UM Measures) – Transaction Analysis feature (green “i” image on toolbar of sales order/invoice) allows additional methods of viewing the transaction, including the filtering of items based on specific units of measures.
ManageMore Version 9.0 Build 9020
NEW (Appointment Scheduler) – ManageMore has now integrated its powerful order entry management with true appointment scheduling capabilities. An order (i.e. job) can now be linked to specific employees to be completed at a specified date and time range. Visual Calendar drag and drop capabilities make it easy to assign jobs to employees and ensure there is no overlap with your appointments. Other powerful features include customer zoning, customer proximity identification, and Google calendar synchronization. For more info, please see the Learning Center article “How to Use ManageMore Appointment Scheduling“
IMPROVEMENT (GL Subledger Verification) – New tools were implemented to quickly determine if and where an Out-of-Balance condition exists on the A/R subledger.
IMPROVEMENT (Customer Aging Report) – Report now allows for a Name Sort printing option.
IMPROVEMENT (Customer Profit Analysis Report) – Report now offers sorting of information by Account or Name order.
IMPROVEMENT (Sales Profit Analysis Report) – Report now offers more summarizing options.
IMPROVEMENT (Partial Refunding of an Invoice) – ManageMore now handles the partial refunding of items on an A/R invoice in a more logical and automated manner. The credit from a refund of an item is now always applied automatically to its original invoice. The user will no longer be given confusing options on how to deal with partial refunds.
NEW (Customer Discounts) A new customer-specific discount listing is available from within the Customer update screen. Using this window you can more easily manage discounts for the specific customer.
CHANGE (Sales Order and Discounts) – Restrictions have been put in place to avoid accounting issues that can occur if one uses redemptions items on sales orders and then attempts to make item modifications on a converted sales invoice.
IMPROVEMENT(Partial Refunds) – A refund on a partial invoice is now more intuitive and automatically applies the refund balance against the original invoice without the need for selection. This is an optional setting that is now ON by default, but can be overridden if necessary.
IMPROVEMENT(Billing) – A new “Total Current Charges” column was added in the calculation totals that display on a Customer Statement. This should help lower mistakes from customers paying bills late and choosing the wrong current amount as the total to pay. The Total Current Charges is the calculation of the current charges plus any taxes incurred.
IMPROVEMENT (WooCommerce) – Improved synchronization of information between ManageMore and WooCommerce.
FIX (WooCommerce) – When utilizing the ManageMore eConnect REST method, the Inventory synchronization process would sometimes fail, if the item ID changed on WooCommerce.
FIX (General Ledger) – Performing a comparative Balance Sheet for Account Type details would result in an incorrect subtotal on the drill-down reports.
IMPROVEMENT (Reporting) – Sales Summary report now allows subtotaling of sales by customer State. This is useful for some states now requiring businesses of other states to submit sales tax when dealing with customers who reside in their state.
IMPROVEMENT (Data Integrity) – Data Integrity now provides different levels of database verification and allows for informational items to be excluded from the analysis.
CHANGE (Inventory) – The Image Tab on an inventory record has been moved to a toolbar icon selection on the form window.
ManageMore Version 9.0 Build 9019
NEW (Manual Sales Form Document Grouping) – It is now possible to manually create a sales order/invoice that prints with header and subtotal breaks at any position within the document. Placing special internal item codes ‘=’ and ‘/’ within the transaction will determine where the header and/or subtotal amount break will occur on the form. Additionally, using ‘==’ or ‘//’ will cause the form to page break, if desired.
NEW (Header Title Graphics Image) – The new “Document Style” invoicing features mentioned above allow for a custom header title graphic image to be used, if desired. Please see Setup… Company… Form Graphics…
IMPROVEMENT (Manufacturing Reports) – Additional custom fields to Assembly Report.
IMPROVEMENT (Inventory Reports) – Additional custom fields to Item List Report.
IMPROVEMENT (WooCommerce) – A new inventory short description was added to the Web Controls of ManageMore Inventory for better compatibility with WordPress WooCommerce integration. The WooCommerce plug-in supports two separate item descriptions that are automatically utilized in different shopping cart configurations. See Supertrack Inventory List… Edit Item Record and click on the Web Inventory Item control toolbar option.
IMPROVEMENT (Purchase Order Wizard) – The Purchase Order Wizard now handles item explosion of kit items and Assembly items for a more accurate assessment of parts needed for re-ordering.
ManageMore Version 9.0 Build 9018
NEW (BETA – Electronic Vendor Payout) – An exciting new accounts payable feature is now available to all ManageMore users for paying vendor bills directly within ManageMore. Utilizing the popular web-based PayPal electronic payment system, you can now disburse payments to vendors within seconds. No need for printed checks or mailing payments. ManageMore makes it easy to pay one or many vendor bills all at once. The process requires you to create a free account with PayPal and setup your bank
IMPROVEMENT (Billing – Usage Count Wizard) – A much improved method for dealing with the input of usage counts was released. This wizard driven process makes it simpler to enter and review all usage charges for the billing period. The new design should minimize mistakes by providing a better review process and method to compare your usage to the last billing period at a quick glance. It also provides a built-in Error Reporting tool for customers who import their usage counts.
IMPROVEMENT (Billing) – Some advanced settings have been introduced to the billing process to further minimize mistakes in the billing process. It is now possible to activate settings which will enforce Finance Charges and/or Usage Counts to be completed prior to running your billing process. See Lists… Billing… Billing Groups… and drill into billing group under the Advanced Tab.
IMPROVEMENT (Billing) – A new setting to hide details of any included/free usage count activity on the billing statement has been added.
IMPROVEMENT (Data Integrity) – The Data Integrity process now provides options that can filter out informational/warning messages from its process. Data Integrity will also do additional checks and recommend possible database purging and unsafe accounting settings which should be deactivated.
ManageMore Version 9.0 Build 9017
NEW (GL Protection Mode) – A new GL protection feature has been implemented to help users minimize posting mistakes within the ManageMore accounting system. In particular, the GL protection feature prevents non-bookkeeping savvy users from accidentally putting the main A/R, A/P, and Inventory subledger accounts in an out-of-balance situation. We recommend users to run the Database Integrity tool within ManageMore (Check on In-Depth Scan mode and Show Informational entries) for you to review if any area of ManageMore is not complying with good accounting practices that meet our GL protection standards.
IMPROVEMENT (Consignment Payment Wizard) – Our Consignment Manager module has undergone some more improvements in the area of paying consignors. A new Consignment Payment Wizard option exists for quickly finding all sold consigned items and making disbursements automatically to quickly mail checks to the consignors. See Activities… Accounts Payable… Consignment Payment Wizard…
IMPROVEMENT (Inventory Explorer and Internet Item Tagging) – Inventory Explorer now has the option to quickly tag or untag multiple items which are intended for web ecommerce sales utilizing our eConnect gateway.
IMPROVEMENT (Supertrack Inventory and Quick Add) – A newer design layout has eliminated a prior “Quick Add” feature that was introduced many years ago. The new supertrack inventory record brings the item cost and price to the front General Tab of the record for quicker data entry of basic products/services. A highlighted region on the front tab identifies the only fields necessary for creating a supertrack item record. There is no need to jump to any other tab or area of the inventory item prior to saving the record. This simpler design makes it easier for new users who may be intimidated with all the inventory item options presented when first introduced to ManageMore’s inventory system. For many smaller businesses working with relatively small inventory items, it is just the basics that are needed. By redesigning the inventory record slightly, we now cater to a simpler inventory concept while still allowing the advanced users to utilize the additional fields we provide for better management, accounting, and automation throughout the program.
ManageMore Version 9.0 Build 9016
NEW (IntellAlert) – The IntellAlert module introduces an instant notification bridge between mobile technology and your ManageMore program. It is now possible to be alerted with custom messages to any iOS or Android Phone using preset rules you create within ManageMore. A manager or owner can now be on the road, on vacation, or busy attending to other matters and have ManageMore notify him/her of important information via text message or more advanced IFTTT-based instructions. Using a free app called PushBullet, one can have instant notifications of ManageMore events sent to your mobile phone, tablet, or remote desktop computer.
These alert messages range from sales related information to sensitive/security-based issues that an owner/manager may want to be aware of quickly. You can now receive custom SMS text messages to let you know of things like:
- Sales Invoice Voids
- Large Sale Amounts
- Cash Drawer Payouts or Closings
- Employee Clock-In / Clock-Out
- Low Bank Register Balance
- Large disbursements being issued
- Tasks that are being started/completed
- Daily Company Sales Totals
Click here for a complete list of event notifications.
Visit pushbullet.com for more information on how to download and install this product on your mobile or desktop computer. To setup IntellAlert within ManageMore, please click here for instructions. This module is currently free of charge to all active subscription ManageMore users for a limited time. Please contact technical support for more information on activating this module.
NEW (Rebate Manager) – The optional Rebate Manager module introduces new reconciliation capabilities to those businesses which receive a rebate payment from their vendors/manufacturers at a later time. This concept is growing in popularity among larger companies that want to offer special pricing to certain customers without retooling their pricing scheme. Often, the reseller will get a contractual arrangement with its suppliers to buy merchandise at a certain price and then receive further discounts after documenting its sales to the supplier/manufacturer.
ManageMore can now have item rebate rules setup that will allow the user to quickly produce the reporting information necessary to produce to the supplier/manufacturer for quick payment turnaround.
IMPROVEMENT (Order Fulfillment Manager) – The order fulfillment Manager now automatically creates the recurring sales orders upon entry to the Fill Sales Order window. The process of finding and creating new orders is significantly quicker as well.
NEW (Quick Add Recurring Orders) – The Quick Add Order feature allows you to streamline the process of adding a new customer and accompanying new recurring orders in one easy window record. Simply go to Customer Templates (See Lists… Customers… Customer Templates…), and you will see an Order tab present on the template record. Within Order Tab, place your default recurring order rules that you want automatically filled each time a new customer is added to ManageMore.
NEW (Purge/Discontinue Item Process) – The Inventory Explorer window in ManageMore now provides an option for multi-tagging items and then quickly discontinuing or purging these items from inventory. Please see Activities… Inventory… Inventory Explorer… trash icon on toolbar to utilize these new settings.
NEW (FedEx Shipping Manager) – A new shipping interface to the Fedex Shipping Manager is now available. Please contact sales for more information regarding this optional module.
NEW (Receive against multiple PO’s) – This new feature is primarily for larger operations that place many purchase orders to a specific vendor and then receive one large delivery of goods for many PO’s. This new option, in essence, will automatically reconcile a single purchase receipt to multiple PO’s and automatically close all open PO’s based on received merchandise. To utilize this feature, click on the “Open PO’s” button on the purchase receipt and check on the option that states “Allow any open purchase to fill vendor bill”. There is no need to select PO’s, as this will be handled automatically by ManageMore based on matching items on the bill versus outstanding open PO’s.
NEW ( Econnect utilizing REST API) – A newer technology for receiving web orders via Econnect now exists. Econnect now utilizes the WooCommerce REST API method for receiving orders directly from a Woocommerce shopping cart. This new method is much simpler to implement and does not require the eConnect gateway program to be running 24/7 as a service to pull-down orders from the web. Utilizing this newer technology, one simply goes to the Sales Order Management window, and ManageMore will periodically pull down the orders as new ones are reported by WooCommerce. For more information, please visit our technical blog article on How to connect WooCommerce to your ManageMore program using REST API.
CHANGE (Sales Tax Reports) – The sales tax reports in ManageMore have been consolidated and simplified into two main reports, the Sales Tax Summary and Sales Tax Detail report.
FIX (Sales Profit Analysis Report) – The Sales Profit Analysis report now offers a dollar amount and quantity summary in the report details.
FIX (Inventory Import) – The inventory import process would reset the item purchase sku item code, even if you did not map this field for changes.
FIX (Recap Statements) – An invoice aging related problem existed that has been corrected.
IMPROVEMENT (Tax Override/Exemption) – Redesign in how ManageMore reports taxes were made to make it easier to identify tax related problems. Specifically, the tax reports will more easily identify problem invoices were tax overrides were done.
IMPROVEMENT (Sales Summary Report) – More grouping and summary options are available to this already powerful reporting tool.
IMPROVEMENT (UPC Length/Alternate SKU) – The UPC length has been increased to 25 characters. This larger length should satisfy those businesses with vendor item codes that are larger than our 16 character SKU item code limitation. Since ManageMore automatically does a search for both SKU and UPC on the same item, this trick will help alleviate situations where it is imperative to match your item code to that of the manufacturer.
IMPROVEMENT (Mass SKU Change) – The ManageMore Advanced Toolkit now provides a new file import process for globally changing many SKU item codes to a new item code scheme.
CHANGE (New “DISCOUNT” Item Code) – ManageMore has now added a new internal item code DISCOUNT. This item code is a redemption item and now used by ManageMore and eConnect. If you had created your own inventory item code DISCOUNT, we recommend you create a new item in inventory instead.
CHANGE (eConnect Settings) – Customers who own any of the eConnect modules can now get to its settings from within ManageMore. See Setup… eConnect Interface…
FIX (Customer Balance History Report) – Report was miscalculating the History Balance for customers whenever a sales transaction was using the legacy Discount field setting in ManageMore.
FIX (Bank Reconciliation Wizard) – Under specific circumstances, the Bank Reconciliation process would cause the program to abort while importing an electronically received bank statement file.
ManageMore Version 9.0 Build 9015
NEW (Refund Price Adjustment) : ManageMore has always taken the high road when it comes to ensuring that all transactional adjustments are accounted for and traceable. This approach ensures that a business can audit events and trace whose done what. However, this approach also meant that situations like “Price Matching” a paid invoice or partially crediting a customer on a paid invoice (whatever the reason) required pain-staking steps to accomplish cleanly. In most cases, the entire transaction required voiding and re-entering data to get a partial credit issued. Furthermore, if the partial credit being requested was on an already authorized credit card sale, the correction steps involved with re-authorizing the card a second time could lead to problems if the card was close to reaching its max. credit limit.
In comes our new refunding strategy (referred to as a refund “PRICE ADJUSTMENT” transaction). This new way of refunding monies only aims to find a balance between traceability and convenience. It is now possible to do a REFUND against a former transaction that only has the effect of lower an item’s price without affecting inventory. This price adjustment allows you to give the customer money back for over-charged invoices by simply referencing the original invoice and selecting the items and price reduction amount you want to issue back. ManageMore will handle all of the rest of the accounting (including tax reversal effect) and will even handle electronic credit card reversal amounts automatically.
This feature can be found in the POS and ManageMore back-end accounting system. In the ManageMore back-end accounting program, please see Activities… Accounts Receivable… New Refund Price Adjustment. From the POS system, it can be assigned to a Touch Pad button using the POS Action called “Refund Price Adjustment:”.
WARNING!!! Although this feature makes it much more convenient to deal with crediting a customer, it does come with some added security risks. Please take the appropriate measures to secure this feature to authorized personnel only. As an added security measure, the built-in Refund/Void History report can be used to quickly list which employees have created refund price adjustments and for how much. This should be periodically reviewed as a good security practice for your business.
NEW (EMail Marketing Wizard): An email marketing wizard was introduced for easier processing and better compatibilty with 3rd party software or external internet solutions. From one simple wizard-driven screen, users can now decide how to handle their bulk email by following simple steps on screen. ManageMore still offers its internal free template based method of contacting customers. The Marketiner Wizard also offers a unique integration with ActiveCampaign’s email marketing capabilities. Additionally, you can now export your bulk email list to be used with other software/email service providers (e.g., MailChimp, Constant Contact, AWeber, etc.).
NEW (BETA Integrated MSA Reporting Tool) – Some wholesale/distribution businesses selling tobacco, soft drinks, candy, etc., require special reporting back to the manufacturer as part of their sales agreement or required laws in specific states. This is our first release to our users wanting to utilize the newly integrated process for quickly reporting MSA analytics. For more info, please contact our sales department.
NEW (OPTIONAL: Active Campaign Module):
A new and more powerful email and SMS text marketing concept has now been integrated tightly into the ManageMore back-end accounting and ManageMore POS system. By utilizing the powerful marketing engine provided by ActiveCampaign, you can now eliminate random and often ineffective bulk email practices with intelligent email marketing that is personalized to each customer that does business with you.
Let ActiveCampaign analyze your sales data in real-time and send marketing information that is specific to your customer’s wants and needs. Welcome emails, birthday emails, trigger campaigns from actions, sales follow-ups and more.
The ManageMore module integrates your database with ActiveCampaign so that you can create Intelligent driven automations
with countless options. For Example:
– Send automated emails with coupon offers of complementing products just recently purchased by customer;
– Send automated emails to customers with products approaching their warranty expiration;
– Send automated emails to remind customers to rebuy consumed products that they may have purchase just a few weeks ago;
– Send automated emails to cross-sell customers on products that work well with other products they recently bought;
– Send automated emails to customers who have not purchased a specific product or have not returned to your store in xx months;
ActiveCampaign services are very cost-effective (starting at only $17/mo.) and ManageMore is currently offering its ActiveCampaign integration module for FREE ($250 value) until May 31st or to the first 100 customers who sign-up with ActiveCampaign.
For more information, feel free to contact ManageMore sales.
NEW (OPTIONAL: Order Fulfillment Module):
ManageMore now opens its doors to dozens of business models in need of a simple way to manage and create recurring services or products for its customer base. What is a recurring order?
NEW (eConnect CRM/Mobile/Cart Module): ManageMore now provides a much better method for running the eConnect gateway as a Windows Service. The new service manager ensures eConnect software runs continuously, even if the pc were to reboot. The new service also introduces much better performance efficiency and automatic restart of eConnect if the program were to stop responding. Lastly, the new Service Manager that monitors and runs eConnect can detect software updates and make the entire upgrade process much simpler. There is no need to manually exit and restart Econnect during software upgrades… it is handled automatically by the Service Manager.
Some of our legacy clients were introduced to a 3rd party product called “Fire Daemon” in order to deal with running the ManageMore econnect application as a background windows service. We are now strongly urging users to remove this product and utilize our newly created daemon program called the “ManageMore Daemon Service.” Our own daemon program is ManageMore aware and plays friendlier with the ManageMore program. Please contact technical support for assistance in switching to this new application for 24/7 windows background processing of eConnect.
NEW (Full POS Recovery): A major redesign of our POS recovery feature now makes it easier than ever to handle any unfortunate mishaps that occur when a sale is being completed. In the unlikely and rare event of a POS crash during a sale, ManageMore POS can now recover where it left off in over 95% of cases. Simply re-launching the POS and logging in will resume/complete the past failed POS transaction automatically. The operator is no longer confronted with complex decisions on how to deal with partially processed sales. There is also no need to check with the card processor for possible duplicate charge scenarios either.
NEW (Billing: Quick-Add Recurring Charges): It is now easier than ever to quickly add a recurring charge record when adding a new customer to the program. Simply setup your ManageMore customer templates (See Lists… Customers… Customer Templates… Billing Tab on record) with default service item codes and default billing amounts you want to appear. Upon adding a new customer and selecting the appropriate customer template, ManageMore will autofill your default billing values on the Billing Tab. You can then make any appropriate adjustments prior to saving the customer record. ManageMore will immediately create the billing recurring charges as a starting point for the account. If more recurring charge records are needed, just add them like normal to the account.
NEW (Billing Exception Report): A new report was introduced to help users who utilize ManageMore for their recurring billing needs. The Billing Exception Report provides a quick way of identifying any potential data entry errors that could be causing your business money. The report can provide information to quickly determine if certain customers are under-paying for service, are set too far out for their next bill, or are not being billed anything at all.
IMPROVEMENT (POS and Email Receipts): This build introduces a much simpler method for clerks to send a user a copy of their sales receipt via email, immediately following the completion of a sale. The email process is now very straightforward. Choose the Options button on the Tender Summary screen for the Email button option to be made available to you.
NEW (Billing Reports): A new recurring charge report and Billing exception report has been added to the program within the Customer Reports section. Use these reports to find data-entry mistakes and get a better picture of your billing.
IMPROVEMENT (GL Viewing): When performing a drill-down view of the general ledger details on a POS transaction, the related payment posting is now included. In addition, accounts which net to zero are suppressed by default for easier viewing.
IMPROVEMENT (Billing Quick Backup): As an added precautionary measure, ManageMore now provides an optional “Quick Backup” feature prior to running the billing process. We still recommend that customers perform their own full backup prior to running any billing process, but this adds an extra layer of protection in the event that someone forgets to do a backup.
NOTE: This quick backup only addresses Billing and is not in any way a full backup of ManageMore or the entire database.
IMPROVEMENT (Disbursements): A new Mark/UnMark button option exists for handling a vendor payment with a large number of bills to pay. You can mark/unmark all bills or select a specified range by date.
FIX (Intellifile / Sale Order): When attaching a document to a Sales Order transaction, the program did not properly file the attachment for later retrieval.
FIX (Custom Sales Order Form): Form was not properly printing taxes.
FIX (POS): A possible program crash (or lockup) issue was encountered if an operator pressed on certain buttons that were not meant to be active at the time of tendering a sale.
FIX / IMPROVEMENT (Email Form Attachments): A new Email Form Printer setting now exists specifically for handling the creation of PDF forms for attachment to emails within the program. ManageMore relies on your local computer’s printer driver to properly generate a PDF version of any form (e.g., Sales Receipts, Sales Invoices, Purchase Orders, etc.). The use of 40 column Sales Receipt Printers was particularly problematic in this respect. The new Email Form Printer setting ensures PDF documents are generated correctly by forcing the program to select a compatible printer driver at the time the email is requested. As a result, this eliminates the situation that sometimes occurs where the attached PDF document is blank or malformed.
ManageMore Version 9.0 Build 9014
IMPROVEMENT (Indirect Taxes… One Design to Rule them All): ManageMore now has you truly covered when it comes to the most complex of tax calculations and tax reporting for your federal, state, city, and/or county requirements. It is almost a given that taxes will increase and that our government agencies will find clever methods for doing so without obvious and straightforward sales tax increases. Indirect taxes are becoming more popular each year and the methods for reporting and collecting them becoming more complex for the business owner. Excise and Tariff (aka “Duty”) Taxes are the most common form of indirect taxes. This form of tax is often implemented on unnecessary goods and services with the intent of raising prices to reduce the sales and usage of these items.
In this context, excise taxes are sometimes known as “sin taxes” and have been used on items like alcohol, fuel, firearms and tobacco products for many years. This indirect tax is not paid by the customers directly, but is imposed on the supplier or the producer, who then includes it in the product price. However, excise tax is starting to creep into every sector of the business world and can now be found implemented in airline tickets, cruise ship tickets, bottled water, sugary sodas, candy, sport fishing equipment, CBD, indoor tanning and even bicycles. ManageMore has been redesigning its tax implementation over the last few years in order to provide a more comprehensive way to deal with these indirect taxes without over-complicating the program . As of this release, ManageMore officially provides one of the most robust tax automation solutions available today. If your business offers goods/services which requires some indirect tax reporting to federal and/or local government agencies, then please click here for step-by-step instructions on how to do this in ManageMore.
CHANGE/FIX (Count Physical Inventory): Attempting to reconciling serialized inventory under certain circumstances could cause the reconciliation process to fail. Some design changes were made to better address physical inventory counting with serialized items.
IMPROVEMENT (Payment): Additional verification of the database is performed when a payment is being added to ManageMore. This verification will warn the user if a potential database problem exists before creating additional problems.
IMPROVEMENT (Database Integrity – Inventory): Database integrity will now double-check to ensure that no duplicate inventory items can exist in ManageMore.
FIX (Recap Billing): Customers that were set to Inactive status with a prior outstanding balance were still printing in the Recap Statement process.
IMPROVEMENT ( Item usage with Security): It is now possible to force ManageMore to request a password when selecting a specific item code from inventory during sales order/invoice. This is primarily useful for special redemption item codes that you only want a Manager or Owner to use or when a specific item is only meant for use by specific users in your organization. See Options tab on Supertrack inventory item.
NEW (Recurring Charge Report): New recurring charge report can be found within Customer Reports folder of Report Explorer window.
CHANGE (MM Restore Utility): Change was made to the ManageMore Restore tool to allow for restoring to a UNC folder instead of a drive letter.
NEW (Advanced Toolkit – Change Salesperson): A process was added to the ManageMore Advanced Toolkit to allow a global search/replace of an assigned customer salesperson.
ManageMore Version 9.0 Build 9013
NEW (Credit Card Processing): ManageMore is now EMV card compliant with Vantiv (formerly Mercury Payment Systems). As always, ManageMore was designed to be out-of-scope from PCI compliance. This means that the customer card data is securely communicating from hardware device to back-end card processor directly.
NEW (Credit Card Processing): ManageMore can now reverse debit card transactions back to the customer card under certain card processors.
IMPROVEMENT (Count Physical Inventory): A new wizard-driven design has simplified the process of reconciling your inventory counts. The inventory count wizard can also be accessed from the POS application for smaller operations that count inventory frequently. You can assign a Touch Pad button or function key to the “Inventory Count” POS function. Other minor improvements include a numbered list of items that match the numbered list on the Count List report.
IMPROVEMENT (Billing): When sending emails through the Billing Wizard, a significant improved performance has been made which can now send emails at a rate of 1,000+ emails per hour.
IMPROVEMENT (Billing): It is now possible to restart the Email portion of an automated Bill Payment process.
IMPROVEMENT (Billing): The Billing Wizard now records an email status after the Bill Payment process to easily identify if emails were delivered to customers.
NEW (Econnect with WooCommerce): ManageMore’s Econnect integration with open-source shopping cart applications now fully supports WooCommerce plug-in from WordPress out-of-the-box. Installation and implementation with this very popular shopping cart is easier than ever. Many new options have been provided as simple settings in the WooCommerce plug-in.
IMPROVEMENT (Econnect Cart): Changes were made so that orders are not rejected if an item code is invalid when sent to ManageMore. Instead, the bad item code will be replaced with an item code “ERROR”. This allows the ManageMore user to make corrections on the back-end and possibly correct the inventory item code problem without the end-user client knowing about the problem during checkout.
FIX (Purchase Order/Receipt): A possible error message could occur on service items with large quantity value entered.
IMPROVEMENT (Multi-Currency): It is now possible to record an alternate currency when taking a customer payment on the back-end ManageMore accounting system. This is permanently recorded and will show both the currency that your company deems to be the primary form of monies and that with which the customer has used.
CHANGE (Sample Company): Sales transactions can now be printed in Sample Company Mode. They will print with a clearly marked reference that the document is a SAMPLE COPY only.
IMPROVEMENT(eConnect CART): New scripts are available which provide a robust integration with WordPress and its popular WooCommerce shopping cart plug-in and ManageMore. Among notable capabilities include full integration with the same card processor as the ManageMore back-end accounting system and full inventory import capabilities.
IMPROVEMENT(eConnect CRM): New scripts are available which provide a robust integration with WordPress and allow for integrated online CRM capabilities (such as making payments, editing account, reviewing past transactions, etc.). The combination of the eConnect CRM and eConnect CART scripts for WordPress now provide an extremely robust online solution for your customers.
FIX (VRMA): Under certain circumstances with serialized items, one could create a transaction that cannot be closed.
IMPROVEMENT (EMail): Sub-Accounts with emails will now appear as alternate email selections when sending an email to a particular customer account.
IMPROVEMENT(EMail): The Email History will show more detail of the recipient name and email address used. Exception: Multiple email recipients to a single email will not be able to show recipient name details.
ManageMore Version 9.0 Build 9012
NEW (Billing): New Special Charges Wizard allows you to quickly generate a specific charge to all of your customers (or group of customers) for special circumstances that may arise periodically. For example, fees can be charged for one-time billing, holiday related surcharges, special pass thru fees, etc.
IMPROVEMENT: A default bank account can now be assigned on a per-location basis. This setting is within the store location settings. See Lists… Company… Locations…
IMPROVEMENT: Official support and certification for EMV approved POS device. Device supports terminal display, signature capture, NFC, Apple Pay, Android Pay, and more. Please contact technical support.
IMPROVEMENT (Email): The address book has been simplified. By default, if you are on an existing customer, you can now see all email addresses associated to the customer.
IMPROVEMENT (Printer Setup): A much simpler screen layout was created to quickly identify all ManageMore documents and the associated printer designated for the form.
IMPROVEMENT (Price Check): Several new drill-down links were added to this screen. These links quickly show the related documents and/or support for the quantities of a particular item. For example, clicking on the “Quantity on Order” link will display all pending purchase orders that contain the item being looked up. Clicking on the “Item Location” link will display quantities at other locations. Clicking on the “Quantity Committed” link will display all open sales orders containing the item being looked up.
IMPROVEMENT (Sales Order): Sales Orders can now be easily moved from one location to another. See toolbar on Manage Sales Order screen.
IMPROVEMENT (Past Due Notices): The Past Due Notice process was overhauled into a simple wizard-driven process.
IMPROVEMENT : You can now set a password to specifically restrict unauthorized users from performing a software update. To set this password, see Setup… Application… Program Options…
CHANGE: Group Items now support Sales Alert Message.
CHANGE (PO): A security control was added to allow for users to view a purchase order without being able to modify the document.
CHANGE: Purchase Description increased to allow more room for specialized message on purchase orders.
FIX: Bank Register resizing issue corrected.
FIX (Email): Problems corrected in the email “TO” field that contained commas.
FIX: Custom Recurring Charge Report missing fields.
FIX: Various Lot-based item corrections made with respect to invoicing.
FIX (Inventory): Copy and Pasting and inventory item codes into certain ManageMore fields could result in extraneous characters being added resulthing in odd behavior. New item sanitizing is now performed to ensure only valid characters are contained within an item code.
FIX (Customer Terms with Financing): Several issues addressed with respect to the finance feature built into ManageMore.
IMPROVEMENT (Billing): A recurring charge item can now be explicitly selected to be generated on its own separate invoice. This may be useful for certain optional recurring charges that are often asked to be voided by customer request. It also allows you to separate special charges onto their own invoice for database mining reasons.
ManageMore Version 9.0 Build 9011
NEW (Completely Redesigned eConnect CRM Module): After many years, it was time for ManageMore to improve its front-end customer portal interface utilizing the latest web technologies. Our latest rendition of the Online CRM module takes full advantage of HTML 5, Cross-platform compatibility (Linux or Windows Web Server), and full dynamic responsive design that allows the online CRM tool to display flawlessly on any pc, tablet, or mobile device that uses HTML 5 compliant web-browsers (like Google Chrome, FireFox, Microsoft Edge, Safari, etc.).
Our new open-source CRM scripts also take full advantage of popular Bootstrap framework to further advance its design with customizable themes just a few keystrokes away. Here is the best part… all existing clients on an active ManageMore support plan will be able to upgrade to this new module absolutely FREE of charge. Just contact technical support to assist in the transition.
We should also mention that the newly designed web scripts and back-end eConnect have undergone rigorous new security changes to protect from casual to moderate cyber attacks. eConnect now analyzes the IP data traffic and can send warnings to your admin as well as automatically shutting down specific IP addresses that appear to breach security.
NEW (eConnect Mobile – OPTIONAL MODULE): Our final official version of the eConnect Mobile module is now ready to ship. Utilizing identical technologies as mentioned above in the new ManageMore CRM module, this module is ready for use on all the latest devices that your sales force wants to utilize. This module provides an easy way for sales reps on the road to get to pertinent information within ManageMore from their mobile devices (e.g. Apple Iphone, Ipad, Android phone, laptop, etc.) with just a few easy screen taps. A sales rep can easily take orders, receive payments, lookup customer account details, search inventory and stock status and much more. Call sales to inquire about this exciting new module and how it can transform your business.
FIX (Billing): Several issues have been reported and corrected in the billing wizard. Much of these issues came about with the newly added email and PDF statement functionality introduced in Build 9008 and Build 9009.
IMPROVEMENT (Bill Payment with Automatic Email Distribution): The Bill Payment process has undergone more automated steps to simplify the whole billing, charging, notification process. Utilizing custom email templates you create, ManageMore will now automatically perform electronic payments on your billed customers and send emails notifying each individulal of their status (Approved or Declined). The billing process will also send an attached PDF statement for their records as well.
IMPROVEMENT (Finance Charges): An easier and straightforward Finance Charge Wizard now exists for the process of charging customers late fees / interest on past due invoices.
FIX ( 1099 Wizard): A change in the IRS 1099 transmittal form was needed for 2016.
ManageMore Version 9.0 Build 9010
NEW (Item Price History) – A new Item Price History button now exists for both sales transactions and for purchase orders. On the toolbar of the purchase order, sales order, and sales invoice screen, you can now easily press a button that will show you all past sales/purchases of the item and the past unit price that was sold the customer or purchased from the vendor. This makes it very convenient to confirm if any special prices were ever offered with just a simple mouse-click.
NEW (Item Price Memorization and Recall for Professional/Complete Edition licenses only): ManageMore takes the new Item Price History feature (mentioned above) to another level for those businesses that want customer-specific pricing to be even more automated than just a history lookup. In this ever-changing world of B2B and B2C sales transactions, a business may be confronted with price matching scenarios and offering better prices to select customers who do repeat business. Some competitive business models make many unit price adjustments on-the-fly for their important customers and do not necessarily want to constantly rely on the Item Price History feature to manually determine the last price that was offered to the client for a product.
The Item Price Recall also provides a variety of powerful built-in Price Protection capabilities. These price protection rules ensure you will not sell an item with a locked unit price that is now lower than the markup or cost of that item from your supplier. There is also an option to review all price adjusted items for a particular customer right on the toolbar of the customer record itself.
This feature must be activated in order for ManageMore to handle automatic price recall during order entry or when invoicing. See Setup… Application… Customer/Prospects… Advanced… for all the option settings that control this item price memorization and recall feature.
NEW: A graphics footer can now be added to the bottom of sales orders/invoices as well as statements. This graphic footer expands your ability to create very dynamic and professional forms for your clients. There are many uses for adding a graphic footer image to your forms. Some common uses include marketing space for notifying customers of promotions or special products you carry. Other uses can be to display your relationship with top suppliers by introducing vendor logo’s or even selling your page space to others interested in appearing on your forms. See Setup… Application… Company… Form Graphics…
CHANGE : A new Custom Forms Manager window was created to better facilitate the design work on ManageMore custom forms. See Setup… Custom Forms…
FIX: Some color issues with new colorized forms. Title Header is now black again and not affected by color change on form.
FIX: Logo placement has been shifted slightly back to its original location to avoid printer cutoff.
FIX (Billing): Several cosmetic issues in the billing process were addressed. Primarily with the Extended Description fields that sometimes print on statements.
IMPROVEMENT: Entering an email on a customer account that exists on a different account will now provide a warning message of possible customer duplication.
FIX: Several minor fixes to the redesigned Recap Statement process.
NEW: You can now create your own custom statement or custom recap statement. Please see Setup… Custom Forms…
CHANGE (RMA): A large amount of confusion occurred when we introduced “Repair Item” as an RMA Disposition(i.e. Action). The intentions were not to make RMA’s into some Repair facility module. The “Repair Item” Disposition has now been renamed to “Hold Item”, which is a better explanation of what the program is attempting to do.
ManageMore Version 9.0 Build 9009
NEW (Empty Spacer Row on Transactions): A new internal SKU “.” (the period) will now have special significance to ManageMore on many of its transaction forms. This Internal SKU will create a completely empty detail row (a spacer) on printed forms, when added as a line item on a transaction. The item code and amount fields are completely suppressed to create a small gap between other item codes.
This is especially useful on sales quotes/orders/invoices. Certain business models (e.g. Contractors, Builders, Manufacturers, etc.) that create very detailed invoices, can use this fake item code to create separation on the printed form to give the impression of group breaks and to make it easier for customers to read multi-page documents or busy-looking documents. You can also ttype information in the description field of this item code to give the impression of a Title Header/Footer effect.
IMPROVEMENT (Recurring Charges): The Recurring Charge record now attempts to help speed up the data entry process by auto-filling a few fields based on the past recurring charge record entered on the same account. More importantly, the Print Sequence automatically increments as you enter multiple recurring charges on a single account.
IMPROVEMENT (Sample Company and Billing): While in Sample Company practice mode, the program will now allow for more realistic testing of billing and electronic card processing functionality. The application will behave as if transactions are being approved or declined for a more realistic experience while training new users.
Change (Dunning Message now Global): The past due dunning option on statements is no longer a custom setting on a per-customer basis. It is controlled globally and found under Setup… Application… Billing… Statements…
New (Customizable Currency Format): Traditionally, ManageMore has always shied away from displaying any currency with its country currency symbols like $,¥ ,€ . You can now set the dollar amount picture format to practically anything you wish. See Setup… Application… Company… Program Options… for the Currency Amount field. The program will automatically default to using the U.S. $ symbol for U.S. Based operations upon upgrading to this release. You will see this new currency picture usage on many of the grand total fields at the bottom of printed forms.
Change (New Date Format on All Forms): An improved date format has replaced all the printed date styles on ManageMore Forms. Prior to this release, the date format used a standard mm/dd/yy picture format. This is not a world-wide recognized date and can cause confusion with international customers. The new ManageMore date format uses a dd mmm yy format (e.g. 16 JUN 2015 or 25 DEC 2015). This format is quicker and easier to read on the eyes. The month clearly stands out in an abbreviated format that is simple to understand for U.S., Canada, Europe, U.K., etc.
Change (Billing Re-design): The new Billing Wizard introduced in the initial release of Version 9.0 has had some minor cosmetic changes and some design changes that make it easier to understand. Processing EFT (now referred to as electronic bill payment) is more straightforward and statistics of approvals and failures of electronic bill payments are shown for each billing distribution.
This release also introduces the option for a bill to be emailed as a PDF attached statement or as a PDF attached invoice versus our traditional HTML format design. For smaller businesses that bill less than one thousand customers, the PDF attachment option is easier to learn and utilize. To utilize this option, one must be set to do recurring statements and must set the Email Scheme to “PDF Attached Statement.”. Please see Setup… Application… Billing… Form Printing… Email Statement… Email Delivery Scheme.
You will also be required to create an Email Template that will be the basis of the subject and body of the email that is sent to each customer in the billing process
Customers who utilize Recap Statement billing only will also notice some dramatic changes. For starters, the recap statement process is now a wizard-driven process (much like the recurring billing process). You now have options to either bulk print or bulk email the recap statements to your customers. The recap statement process now works identically to the recurring billing with respect to selecting a customer distribution method (i.e. Print, Email, No Notification) for each client. This distribution method will help you refine who gets the statement and who does not.
Change (Customer Billing): The Customer record now introduces two new checkboxes for businesses setup for billing. These two checkboxes were settings that used to be contained within the “Distribution Method” field. The first checkbox “Authorize electronic bill payment” has the identical meaning as the legacy “EFT” setting on the Distribution Method. The second checkbox may not be visible to most users. The “Export billing to outside fulfillment service” has the identical meaning as the legacy “FILE” setting on the Distribution Method. These changes were made to make it easier for new customers to understand how to set these options in ManageMore.
FIX (Tracking No. on Refund): Several corrections and improvements were made so that refund transactions can show additional fields that are needed in special cases (like an exchange that is shipped to a client).
FIX (Sales Order): Performing a Copy/Paste of the SKU Item onto a sales order form would cause problems if the pasted in value was 17 characters or larger.
NEW (Consignment Sales): For those businesses who might have considered doing buy/sell/trade of used merchandise, but didn’t know how you were going to track the consignors and pay commission on the sales of used items, we now have a built-in solution for you. ManageMore’s Supertrack inventory now has the capability to consign items and report on the sales of these consigned items for easy payment management to your consignors. Call sales to inquire about this module.
NEW (BETA eConnect Mobile – OPTIONAL MODULE): ManageMore now provides an easy way for sales reps on the road to get to pertinent information within ManageMore from their mobile devices (e.g. Apple Iphone, Ipad, Android phone, laptop, etc.). A sales rep can easily take orders, receive payments, lookup customer account details, search inventory and stock status and much more. Call sales to inquire about this module and how it is implemented.
ManageMore Version 9.0 Build 9008
NEW (Intellisearch Re-design): The intellisearch engine used for finding items in the Supertrack inventory has been completely redesigned. It is now more intuitive and typically 2-3x faster at finding any key word in the entire inventory system. All inventory descriptions are now fully indexed and searchable. Furthermore, you can type just a few letters of the beginning of each word you are looking for to get good results (e.g. Ken Ref can be searched and results like Kenmore Refridgerator will be displayed). Additional settings exist in the Setup area that allow for you toinclude inactive items in the search list, and exclude common key words from the search table.
Another powerful new capability is the addition of custom key words. A custom key word can added to any inventory item to allow for matched searches with terms that are not part of the product description, but are still relevant in an item search. For example, the product may be called “F14 Super Tomcat Model Plane”. Additional custom key words can be added like “toy”, “airplane”, “fighter”, “jet”, “military”, etc. to make the search engine find this product using any or all those key words plus the words that are part of the item description itself.
NEW (Sales Order/Invoice): A new sales alert message can now be displayed the moment an item code is selected. This is useful when the clerk is required to take some form of action on certain items and you want a specific message to remind the operator.
FIX (Sales Order): The lowest selling price restriction was not working properly on the sales order.
NEW (POS – Transaction Search): You can now assign a POS Button to perform a historical transaction search to find any past invoice based on a value you are searching for. For example, you can quickly find on-screen any recent transactions that were linked to a certain item that was sold, or any transaction that contained the word “Discount” or any transaction where “John Doe” is referenced anywhere on the invoice, or where the PO Number entered was “123456”, or where the sales rep was “EJ”, or where a note was typed that said “NO REFUND”, etc. ManageMore will do an exhaustive search across your past transactions and allow you to quickly drill-down and view the transaction for reprinting or voiding on-the-fly. This can be useful when you are trying to find a sales invoice for a customer who does not have his/her receipt present, but you know certain particulars about the sale that are somewhat unique to search for.
NEW (POS – Serial No. Search): You can now do historical Serial Number searches from the POS. The point-of-sale uses the same familiar search window found in the back-end accounting system to display an audit trail of a particular serial number.
IMPROVEMENT (POS – Paging): You can now add a pager repair from the POS system.
IMPROVEMENT (Billing – Recurring Charges): It is now possible to add up to 5 user-defined fields to a recurring charge record. This allows for storage of any special information you want linked with the actual recurring charge item. See Setup… Application… Billing… User Defined Fields.
FIX: When pasting a large item code value into the SKU field of a sales order, the program might behave incorrectly.
CHANGE/FIX: When utilizing the Customer RMA, the “Return From” and “Ship To” fields were not properly being filled in. This version now introduces the ability to rename the “Return From” and “Ship To” header tags of a Customer RMA.
IMPROVEMENT (Vendor Intellisearch): Vendor Care and Vendor Searches throughout ManageMore now utilizes the Intellisearch engine to find vendors from almost any piece of information that may have been stored on the vendor account. Simply typing a piece of a name, address, city, zip code, Tax Id, email, etc. will narrow on the vendor you are after.
ManageMore Version 9.0 Build 9007
NEW (A/P Company Credit Cards): A simpler A/P process now exists for entering company credit charges and for ultimately paying your company credit cards. You will no longer be hassled with the complex accounting method of posting against a credit card liability account. In fact, no accounting knowledge is necessary. Simply go to Activities… Accounts Payable… Credit Card Account… New Credit Card Payment… and then tell ManageMore what credit card account you want to pay and for how much. All of the proper accounting adjustments will be handled for you.
CHANGE (General): The term Warranty Period has been changed to Return Period throughout the program.
IMPROVEMENT (Maintenance): More File Recovery capabilities added to program.
CHANGE (Inventory): The Inventory record has been redesigned slightly. The Web-Based econnect settings are no longer directly on a Tab on the inventory form. It is a button on the toolbar of the inventory record.
ManageMore Version 9.0 Build 9006
NEW (A/P Disbursement): A new option exists for making payments directly to purchase orders from the disbursement window. This allows a business to easily post deposit(s) against a purchase order that will then carry over when the purchase receipt (i.e. vendor bill) is finally created. This new feature can also be used as a workaround to being able to handle unapplied disbursements by simply creating a P.O. with a miscellaneous item for the unapplied amount to that vendor. The option to include Purchase Orders for payment is located at the bottom of the disbursement window.
NEW (A/P Disbursement): There is now a quick and easy way to print a check on-the-fly without the need to go through the entire Print Check Wizard process. At the end of saving each vendor disbursement, a “Print Check” button will be available for immediate printing of a check.
IMPROVEMENT (GL Posting): Future dated vendor bills will now affect the future date period books and not the current entry date. In other words, if a vendor sends you a bill early that you want to record now, but have it book in the next month, you can simply future date the purchase receipt and your GL will reflect those expenses in the future period only.
ManageMore Version 9.0 Build 9005
NEW: A new transaction search feature has been added that provides the ultimate search tool for almost any data recorded on any transaction in ManageMore. By simply typing any piece of information (e.g., part of a name, a word typed in a note, a referenced P.O. Number, part of a description line item, a specific sales rep ID, a specific transaction term, a specific shipping method, etc.), the new advanced transaction search tool will quickly begin displaying all matched transactions across invoices, quotes, orders, purchase receipts, RMA’s, transfers, etc. You can then drill into the document for easy verification of your match. See Activities… Search Transaction…
NEW (Serialized Inventory): The Generate Button on the serialized inventory pop-up window now provides the option to append generated values to the existing serial number list.
FIX (Sales Summary): A few problems have been corrected as a result of the new “summarize by” option added to the Sales Summary report.
NEW (Refund/RMA): A new option was added to the program setup to prevent the freight amount from being auto-filled on refunds and RMA. A good percentage of businesses rarely provide refunds on the charges imposed by freight costs from the original sale. This option eliminates the need for the employee to remember to zero out the freight amount in the refund/RMA process if your business rarely (if ever) gives back freight charges to the customer.
FIX (Disbursement Quick Lookup): The quick lookup feature stopped working on disbursements from a software flaw introduced in Build 9004.
IMPROVEMENT (International): The program now supports much large quantity and extended price field values for businesses that require entry of millions per unit as a common value.
IMPROVEMENT (Email): Many internal improvements were made to the email system including a content search option.
IMPROVEMENT (Custom Sales Order): Using the Sales Order Process feature, you can now customize a sales order process to a specific form type. In combination with our new custom forms designer, it is now possible to have an unlimited number of form designs for different types of sales orders in your business model.
ManageMore Version 9.0 Build 9004
NEW (BILLING): Completely redesigned Billing process makes it much easier to understand. A Billing Wizard process will guide you through the steps of generating and distributing statements. This same wizard process can also provide a way to easily go back and review past distributed statements.
IMPROVEMENT (Customer Search): The Advanced Customer Search introduced in Version 9 just got better. A “BACK” button is now available to allow you to quickly scroll through past pages of matched entries.
CHANGE (Cash Drawer Management): Beginning in Version 9.0, Cash Drawer groupings are by Location or Station only.
ManageMore Version 9.0 Build 9003
Minor fixes to cash drawer receipt report.
Minor changes to toolbar buttons throughout program.
ManageMore Version 9.0 Build 9002 (released 6/01/14)
NEW (Custom Form Designer)
NEW (Stretchable Windows)
NEW (Improved Customer/Vendor Lookup)
NEW (Quick Lookup)
NEW (Editable Sales Invoice)
NEW (Tax Free Qualified Items)
NEW (Inventory redemption rules)
NEW (Improved Reporting)
NEW (Inventory Adjustment Reversal)
NEW (Billing Improvements)
NEW (Direct Bank Register Entry)
NEW (Automatic Payment Surcharges)
NEW (Purchase Order Wizard)
NEW (Inventory Import Wizard)
NEW (Check Printing Wizard)
NEW (Account Running Balance)
IMPROVED Order Management System
IMPROVED POS Functionality
IMPROVED Serialized Inventory
click here to review older Version 8 release notes.
