Release Notes for Keystone 2.4.x

Build 2.4.19 - 7/29/2011

Corrections

Dispatch Schedule

The Truck Capacity warning now appears for the current ticket's Truck ID.

Device Server

Fixed ULINK Field #189 (Tax Authority Description) so it is properly sent to the batch control.

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Build 2.4.18 - 7/14/2011

Enhancements

A/R Open Ticket Stack
A/R Quick Ticket Entry
A/R Ticket Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

A new option has been added which will restrict entry of the first product to only products quoted on the job while allowing entry of all valid plant products for the remaining products.

Ticketing Order Maintenance

Added "Copy Products" checkbox to Copy Order dialog.

Changed Order Id drop-down list to be sorted by Order Date (descending) and Job Id.

Ticketing Order Stack

The Job Id field has been added to the default grid layout.

Print Quotes

Now has the ability to print the sales tax and quote total based on the quote prices after discount.

Dispatch Ticket Printing
Ticketing Ticket Printing
Device Server

Now supports ULINK Field #189 - Tax Authority Description.

A/P Select Invoices for Payment

Displays total to pay amount and current balance for each Cash Account. (Requires Cash Management permission.)

Payroll Tax Library

Updated to version 2011-R10 (FUTA.)

Corrections

A/R Apply Service Charges

The "Svc Chg Desc" field will now be saved from run to run.

A/R Print Statements

When service charges are printed the Invoice Number will be blank instead of "SRV CHG."

A/R Import Tickets
A/R Ticket Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

Automatic products that are marked Inactive will no longer be added.

Calculate Payroll

Now correctly ignores timecards with no detail data.

Payroll Employee Loan History Report

Employees who have no activity within the report period but who have an outstanding loan balance as of the period ending date will now be included on the report.

General

Fixed error message when the F4 key was pressed in some File Maintenance programs.

Removed "Press F4 to Search" hint in some File Maintenance programs.

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Build 2.4.17 - 6/28/2011

Enhancements

Quote Maintenance
Print Quotes

Now supports unlimited condition lines using a new memo field. The first 8 lines of this new field will print on existing quote forms. If you need to use more, please contact GivenHansco support.

Dispatch End of Day
Dispatch Re-transfer Tickets
Ticketing End of Day
Ticketing Re-transfer Tickets

Added Spectrum 822-byte export format.

Payroll Tax Library

Updated to 2011-R9a (Connecticut, Kentucky, North Dakota, Ohio, Pennsylvania.)

Corrections

A/R Sales Tax Report

Correction to reporting taxable and exempt totals for allowances with a percentage tax adjustment.

Payroll Timecard Entry

No longer allows the user to add a new Category Id or G/L Account when entering timecard detail.

No longer allows the user to select an inactive Category Id or G/L Account when entering timecard detail.

Application Server

Fixed an issue which was causing server deadlocks when using Dispatch to ship a load to a connected batch control.

General

Printing a Keystone report to a printer setup to print to a file in Windows 7 was not working. This has been fixed.

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Build 2.4.16 - 6/1/2011

Enhancements

Payroll Tax Library

Updated to 2011-R8 (Alabama, Kentucky, Ohio, West Virginia.)

Corrections

A/R Cash Posting

Better handling of small discount discrepancies when invoice is partially exempt.

Payroll FICA Report

Fixed exception 'Conversion Error from string' when running the report.

Payroll SUTA E-File Export

Fixed calculation of Month 1,2,3 Employment Totals during export.

General

Fixed problems when printing images (i.e. logos) on forms.

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Build 2.4.15 - 4/28/2011

Enhancements

Payroll SUTA Export

Added support for Mississippi.

Payroll Tax Library

Updated to 2011-R7a (New York.)

Device Server

Added Ship To 3 & 4 and Comment 1 & 2 ticket fields to ULINK.

Corrections

Payroll 941 Report

Corrected Line 10 amount to include adjustments from Lines 7, 8 and 9.

Payroll SUTA Export

Corrected missing totals in "T" and "F" records.

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Build 2.4.14 - 4/15/2011

Enhancements

Payroll Tax Library

Updated to 2011-R7 (Alabama, Hawaii, Massachusetts, Rhode Island.)

Corrections

A/R Import Batch Tickets

When adding a taxable automatic product to a taxable product which is exempt for this ticket, the tax code of the automatic product will be set to match the tax code of the product from the ticket.

Ticketing Beginning of Day

The value for the next Order Id at the remote plant will be maintained when loading office data. (Previously it was reset to the value from the office.)

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Build 2.4.13 - 4/7/2011

Enhancements

A/R Customer Maintenance
Quote Prospect Maintenance

Added Quote Contact checkbox to contacts grid which indicates a contact that can receive emailed quotes.

A/R Tax Rate Maintenance

Added Active status (display only) to Tax Locality grids.

Quote Maintenance

New "Email" button which allows quotes to be emailed to multiple contacts and allows contact specific information to be included on each quote.

Corrections

Ticketing End of Day

Fixed cash receipts register report to properly show all payments received.

Company Database Upgrade

Fixed problem where some A/R Tax Localities were flagged incorrectly as inactive, which was causing Print Invoices to bypass tax transaction generation. The system will issue a warning if it encounters this situation during the upgrade.

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Build 2.4.12 - 3/18/2011

Enhancements

A/R Aging Export
A/R Credit Limit Report
A/R Customer List
A/R Customer Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

A new checkbox called "Show Warning" has been added which will display the Credit Warning during ticketing & order entry.

The Credit Status value of "Warn" has been removed.

A/R Import Batch Tickets

New option to add automatic products to the end of the ticket instead of the next ticket line.

A/R Salesperson List
A/R Salesperson Maintenance
Print Quote

Added Phone, Fax, Cell, Email and User 1 & 2 fields to salesperson table.

Ticketing Order Maintenance

The Order Id dropdown list now includes the Job Id.

Ticketing Order Stack

Added "Order Search" button which starts Order Maintenance.

Payroll Tax Library

Updated to 2011-R6a (Ohio, Kentucky, Pennsylvania.)

Corrections

Dispatch Ticket Printing

Fixed exception "Unknown Field: USAGE_DESC" when trying to print a ticket containing the USAGE_DESC field.

Ticketing Order Maintenance

The "Copy Order" button is now disabled when adding a new order.

When a new order is added from the Order Stack, the Order Id dropdown list is now empty.

Payroll Print 941-B Report

Corrected to handle different employee/employer FICA rate for 2011.

Payroll SUTA/FUTA Report

Corrected to use the proper YTD ending date (was causing the Excess amount to be misreported when the report was run retroactively.)

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Build 2.4.11 - 3/9/2011

Enhancements

Ticketing Order Maintenance

Now automatically generates order numbers when new orders are created (like Dispatch.)

Corrections

A/R Void Invoices

The void audit list will only show the void and reversal for the invoice just voided.

Changed audit list report title to "Voided Invoice History."

Dispatch Order Maintenance
Ticketing Order Maintenance

When copying an existing order the Tax Authority will be copied as-is.

Payroll Paycheck History Report

Fixed lockup when running report with date selection.

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Build 2.4.10 - 3/3/2011

Enhancements

Inventory Purchase Receipts
Miscellaneous Inventory Transactions

Added an option to control which cost should be used (standard, last, average.) Please contact GivenHansco if you need this feature.

Payroll Print 941 Report

Updated for 2011: Reduced employee FICA rate, New form layout.

General

You can now enter a list of BCC (blind copy) addresses when emailing reports.

Corrections

A/R Void Invoices

The void audit list will only show the invoices just voided.

Payroll Special Deduction History Report

Fixed exception 'Conversion error from string' when running the Snapshot report.

Payroll Timecard History Report

Fixed exception 'Field JOB_LOC not found' when running the Detail option.

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Build 2.4.9 - 2/11/2011

Enhancements

A/P 1099 E-File Export

Added FORM & BOX fields to preview report.

Payroll SUTA/FUTA Report

Significant performance improvement.

Payroll SUTA E-File Export

Significant performance improvement.

Now supports the following states: CT, GA, IA, IL, KS, KY, MA, MN, NE, OH, OK, PA, TX and WI.

Payroll Timecard Audit List

Added job cost information when printing in Detail mode.

Payroll Tax Library

Updated to 2011-R5 (Ohio withholding rate.)

Corrections

A/R Void Invoice

Use the original ticket date as the ticket date for the reversal ticket.

A/P 1099 E-File Export

The 1099-INT/MISC codes were reversed in the export file.

Removed ???? value for CUSIP field.

G/L Import Transactions

Verifies that accounts are active during import.

Payroll W-2 E-File Export

Fixed RT (total) record for CT, MA and PA.

Job Cost Detail Report

Modified report sequence to include the transaction date.

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Build 2.4.8 - 1/26/2011

IMPORTANT!

As of version 2.4.2 a new Payroll Year End Modifications program has been added to the Payroll Year End menu. This program must be run prior to your first 2011 payroll. Please see this link for more information: http://keystonehelp.compucrete.com/index.php5?title=Payroll:_Year_End

Enhancements

Calculate Payroll

Significant performance improvement.

Added diagnostic warning when multiple matching tax definitions are found.

Payroll Register

Significant performance improvement.

Print Direct Deposit Stubs
Print Paychecks

Optimized queries resulting in less load on the database server.

Corrections

A/P Invoice Vouchering
A/P Handwritten Check Entry

Fixed 'WARNING: No Error' message when attempting to post a batch of new invoices.

A/P 1099 E-File Export

Corrected totals in 'C' records.

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Build 2.4.7 - 1/21/2011

IMPORTANT!

As of version 2.4.2 a new Payroll Year End Modifications program has been added to the Payroll Year End menu. This program must be run prior to your first 2011 payroll. Please see this link for more information: http://keystonehelp.compucrete.com/index.php5?title=Payroll:_Year_End

Enhancements

Payroll Print W-2 Forms

Added plant selection.

Payroll W-2 E-File Export

Added plant selection.

Payroll Tax Library

Updated to 2011-R4b (Illinois withholding rate.)

Corrections

A/R Customer Export

Use correct (modified) date when previewing the export.

Save correct (modified) date back to the system options.

A/P Setup Default G/L Accounts
A/R Setup Default G/L Accounts
G/L Setup Default G/L Accounts

Ask to save changes if closed with changes pending.

A/P Handwritten Check Entry

Removed the invoice date closed period warning when handwriting a check for a previously vouchered invoice.

A/P Month/Year End Processing

The "End of Month" option is now selected by default.

A cosmetic issue with field labels when changing between End of Month/End of Year has been corrected.

A/P 1099 Audit List
A/P Print 1099 Forms

Fixed vendor name DBA printing.

Payroll Print W-3 Form

Fixed so HIRE ACT gross wages appear in Box 12b.

System Menu

When adding a new user, verify that the Login Name is non-blank.

When adding a new user, verify that the Login Name does not already exist.

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Build 2.4.6 - 1/14/2011

Enhancements

A/R Inquiry

Added Customer Contacts tab (view only.)

A/R Product Maintenance

Increase number of rows in Mix Design grid.

Added splitter control to allow bottom panel to be maximized or resized.

Payroll Tax Library

Updated to 2011-R4 (Illinois and Alaska withholding tables updated.)

Corrections

A/R Cash Posting

Automatically handles excess discount when invoice is completely tax exempt or when the excess discount is five cents or less.

A/R Sales Tax Report

Gross Amount now properly includes Sales Tax when printing the Summary collections report by Tax Authority.

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Build 2.4.5 - 1/7/2011

Enhancements

Payroll Tax Library

Updated to 2011-R3a. (Missouri and Vermont withholding tables updated.)

Corrections

Payroll W-2 E-File Export

Fixed date conversion error when exporting the state of Georgia.

Payroll W-2 Setup

Now properly updates W-2 information in the payroll categories table. (Eliminates the need to run Print W-2 prior to W-2 E-File Export.)

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Build 2.4.4 - 1/4/2011

Corrections

Payroll Print W-2

Corrected forms to handle HIRE Act gross wages.

Payroll Year End Modifications

Fixed 'Cascaded updates not enabled' exception when updating existing formulas.

Payroll

Adjusted several formulas which total employee taxes to ignore company paid taxes.

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Build 2.4.3 - 1/3/2011

Enhancements

A/P 1099 E-File Export

Updated for 2010.

Payroll W-2 E-File Export

Updated for 2010.

Payroll W-2 Setup

Changed 'PIN #' on E-File Setup tab to 'User ID.' (IRS 2010 change.)

Payroll Tax Library

Updated to version 2011-R3. (State changes for 2011: Colorado, Hawaii, New Mexico, North Dakota, Oklahoma, Oregon.)

Corrections

Payroll

Fix mismatch in Active flag issue when adding an active definition to a link containing an inactive definition.

Force CO_FICA definition(s) to be active for all employees.

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Build 2.4.2 - 12/28/2010

Enhancements

A/P Print 1099 Forms

Adjusted 1099-INT form for 2010 changes.

A/P Vendor Maintenance

Added more allowable values for Tax ID Type.

Calculate Payroll
Prepare Payroll

Added start-up reminder about running the Year End Modifications program.

Calculate Payroll

Includes tax withholding changes for 2011, including the 2% reduction in employee Social Security tax withholding.

Payroll Tax Code Maintenance

Added Company FICA Social Security & Medicare tax types.

Payroll Tax Library

Updated to version 2011-R2a.

Payroll Year End Modifications

New program added to the Payroll Year End menu.

Corrections

G/L Financial Statements

Fixed mismatch between values printed on the report and values shown on the preview (introduced in 2.4.1).

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Build 2.4.1 - 12/13/2010

Enhancements

A/R - General

The maximum length of a Truck Id has been expanded from 5 to 10 characters.

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

Removed "Contact" F4 search option ("Contact Name" was added in build 2.4.0 and this is now the only way to search for a contact.)

A/R Ticket Activity Report
A/R Truck List

Expanded width of Truck Id column to 10 characters.

A/P Handwritten Check Entry
A/P Invoice Vouchering

Checks other saved batches for duplicate invoices.

A/P Invoice Vouchering

Re-checks for duplicate invoices before posting a batch.

G/L Financial Statements

Significant performance improvement.

Payroll Tax Library

Updated to version 2011-R1a.

Query Export

Added security control for update queries.

General

The layout of the F4 search dialog has changed slightly: The "Search On" text box is not at the top, and the list of Search Fields now automatically expands.

Added InterBase XE support.

System security has been enhanced.

Corrections

A/R Cash Posting

When allowing out all sales tax from an invoice, the Taxable and Exempt changes were recorded incorrectly.

Dispatch Ticket Printing
Ticketing Ticket Printing

When printing a ticket the Truck Id was being truncated to 5 characters.

A/P Aged Trial Balance

The Last Paid and Last Purchase dates will now print on the report.

Application Server

When changing a truck status, only trucks whose Truck Id was 5 characters or less were being updated.

Device Server

The Truck Id was being truncated to 5 characters (ULINK only.)

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Build 2.4.0 - 11/5/2010

Enhancements

General

New (optional) Multi-Company, Multi-Division support allows for isolating G/L activity to specific companies and/or divisions.

A/R Cash Posting

Added Excess Discount Sales Tax handling.

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

Added Contact Name to F4 search.

A/R Customer Maintenance
A/R Inquiry
A/P Inquiry
A/P Vendor Maintenance

Added splitter to allow Notes tab to be expanded to fill most of the window.

A/R Import Tickets
Ticketing End of Day

Added new, smaller ticket transfer format for transferring tickets to the office.

Inventory Product Cost Rollup Report

Significant performance improvement.

Print Quotes

Added ability to print Terms Description on the quote.

Dispatch Order Maintenance

The "Print Prices" checkbox can now be defaulted on/off for all new orders. Please contact GivenHansco if you need this feature.

A/P Inquiry
A/P Select Invoices for Payment

Job Cost information is now shown on the Invoice History form if Job Cost is installed.

A/P Invoice Vouchering

When posting a batch, dates are re-validated to verify they are in open periods.

G/L Account List
G/L General Ledger Report
G/L Trial Balance

Added multi-company support.

Added Account Type, Intra-Company, Company, and Division selection.

G/L Account Maintenance

Added multi-company support.

Added Intra-Company, Company and Division fields.

G/L Import Transactions

Added date validation for imported transactions to verify they are in open periods.

G/L Journal Entry

When posting a batch, dates are re-validated to verify they are in open periods.

G/L Setup Companies

New option added to the G/L Setup/Utilities menu.

Calculate Payroll

Added "Def Group" handling.

Certified Payroll Report

Now prints jobs regardless of whether they have any payroll activity for the period.

Payroll Company List

Added "Def Group" field.

Added Def Id, Def Type and Def Group report selection.

Payroll Company Maintenance

Added "Def Group" field.

Payroll Driver Bonus Timecards

Overtime bonuses based on a percentage of Overtime Hours can now be calculated.

Payroll Tax Library

Updated to version 2010-R16.

Corrections

A/R Cash Posting

Fixed issue where Job Id search would default to the Job Id entered for the previous customer.

Dispatch Schedule

A truck will no longer be assigned to a load when the user answers "No" to the "Did this ticket print correctly" question.

G/L Import Transactions

Clear temporary transactions when there are more than 25 errors during import.

Payroll Print 941 Sched B

Fixed issue where totals were doubling when printing the report after previewing.