Latest Web Version Updates

Release Date 5/7/2012

ChefTec Interface

iCal Integration: Export your events to iCal on a Mac

New formatting options for Event Menu Item Production Worksheet- Template 2

Ability to sort packages by price rather than alphabetical

New 'Profile & Preferences' tab layout for easier navigation

Business profile option to set a default G&A cost

More bulk update options for inventory and menu items

Ability to assign stations to menu items

Inventory Full Search 'Sort By' option

Event Full Search: Allows selection of a date and then sort by client name

Filter Event Worksheet and Event Menu Item Production Worksheet by event type

Additional sort options for Event Menu Item Production Worksheet

Option to sort Profit Summary by occasion

Search box in Menu Item Recipe report parameters to search for a specific menu item

Ability to add an ingredient multiple times to a recipe

Merge fields for email body messages

Emails sent to staff are now recorded in Email Sent List

Break out tax detail on taxable sales report

Option to remove the header detail from the contract page when printing with the Proposal report with Contract attached

Ability to reduce the amount of white space at the top of each page on the Proposal report if no logo

Ability to change the font size of the Proposal report

Ability to have the menu section of the Proposal report print in 2 columns rather than 1

Bulk inventory item replacement in recipes if the item is discontinued

X-Charge Users: Addition of approval code from credit card processed to receipt

New Kitchen Labor Report: Calculates how many hours are needed for prepping menu items as well as the staffing cost associated.

Items can now be added with negative amounts to Menu and Staff tabs.

Time stamp added to the footer of the Event Worksheet report.

Parameter option on Beverage Cost report added to show a detailed view rather than summary view, along with option to group by On/Off Premise.

A .pdf 'download' option added to all reports export options (Word, Excel, CSV).

Sales Person added to event history grid for contacts.

When ‘Venue is same as contact address’ is checked, address now populates in Venue field.

New Proposal parameter option added to show the menu quantities on a per serving menu.

New REVENUE SNAPSHOT report that allows you to see projected revenue for events in a certain date range that were booked within another date range.

New 2nd template option for the Event Menu Item Production Worksheet report.

New export options for Google Calendar display.

More parameter and layout options for Proposal Template 2.

'Edit' button eliminated on all remaining screens (edit the page without hitting 'Edit').

'Export to Google Calendar' now available in the 'I want to...' drop-down list.

Release Date 5/9/2011

No longer see the 'Edit' button on the Event View, but instead edit the event right on the main screen! This applies to all tabs on the Event View (Event Main, Notes, Menu, Beverage, etc).

New discounting feature to discount only parts of an event (ex. 10% discount off food and beverage).

New 'Search' box located on the top right of the application to quickly find data without navigating to the various 'Full Search' pages!

Option to print invoice on legal sized paper.

Parameter option to hide percentage amounts (Service Charge, Gratuity, etc)on Invoice.

Option to add a preset message when bulk emailing proposals, invoices.

Option to increase font size on Event Schedule and Event Menu Item Production reports.

New user option to include item descriptions on the Event Menu Item Production report.

User parameter option to include menu item categories on the Event Worksheet report.

Release Date 2/22/2011

Ability to convert current event menus/beverages/rentals to a Package. New hyperlink on each event tab of view to convert to a package.

Now fully compatible on the iPad!

Task templates. Automatically create a set of tasks when a Lead/Contact/Event is added (ex. Book an event. 3 tasks automatically created for different dates/task descriptions)

Text Modifiers now available in the beverage and rental packages.

Option to open TPP in a New Browser (located next to administration menu); gives you the ability to have multiple tabs/windows of TPP open at once.

New Business field: Tax ID# to show on invoice.

Venues can now be tied to a specific tax location, so when you add that venue to an event, it automatically pulls the assigned tax location.

Hiring staff now warns you of overbooking a staff member at time of hiring. Option to allow to you change their schedule on the conflicting event.

Option to hide the dollar sign/currency marks on the proposal.

Deposit label terminology presented to client now flexible.

New option to add a reason for change of event status. New table on the Admin tab of event to track status changes and reasons. Track why a customer may have booked with you/not booked with you/hasn’t decided yet, etc.

New report to show sales tax collected and taxable sales amount for events across a date range.

Full report list now available from every parameter page.

New client Receipt report.

Ability to choose the menu name default.

New report to show cost changes across inventory items for comparison & review.

Add a watermark stamp to the top of the proposal & invoice (ie. Draft, Final, Revised, etc)

Release Date 2/1/2011

New Leads dropdown list on the toolbar: Designate Leads separate from Contacts! Convert Leads to Contacts once event is booked.

New Opportunities tab for Leads. Keep track of possible future bookings before you are ready to create an event. Track reason why Lead did/did not book. Book an opportunity to create an event.

New Report: Contact/Lead Tasks and Notes

New option to assign a Contract to an event. Designate which Contract to use on the Event Main tab financials section. Then, when pulling up the 'Contract for Service' report, the designated Contract is automatically selected.

New parameter option to remove the 'Event Total' from the Contract.

New Re-sequence Menu option to assign a number to sort the items in the list (helps with re-sequencing very large menus).

Event List Report: New option to list events between dates and not booked between dates.

Venue Sales and Query Generator Reports: New column for Event Subtotal

When adding rental packages to an event, the package name dropdown is now sorting alphabetically.

Enhancements to QuickBooks Online export.

Release Date 12/27/2010

New Previous and Next buttons on the Event View and Room Manager to easily navigate between events/days

Assign staff names to titles in bulk through the Staff Hiring Manager

New links on Totals & Payment screen to easily see what has tax, service charge, and gratuity applied to it

Payment terms can now be stored at the contact level for clients who may pay a certain way each time, which will default for events that contact books

Assign a default contact note for Menu Item Packages

Calendar now remembers your last search defaults

Option to show prices and text modifiers on Menu Item Packages report

New font color selections added to the Proposal

New Business ‘Profile & Preferences’ default option to select what is shown when searching for menu items to add to an event (all items, no sub recipes, just sub recipes)

Contract for Services report added to ‘Preview a Report Now’ dropdown and ‘Quick Print’ lists

Parameter option added to hide Service Charge/Gratuity percentage on Proposal

Order List report- Vendor now centered and larger font for easier recognition

Page numbers now show on Contract

Release Date 11/8/2010

Interface with QuickBooks ONLINE version!

Assign a single price to an event which overrides any of the individual subtotals.

Flexible terminology for the deposit label.

Rental Order List Report : redesigned for better readability.

New Report : Menu Item Table Tents.

Release Date 9/7/2010

Ability to add pictures for beverage, rental, and miscellaneous items. These pictures can optionally be shown on the standard Proposal templates.

Shortcut link added to calendar day cells for quickly bringing up the new event screen.

Expansion of calendar to see events of the following month when the current month ends mid-week.

Update an event menu price, and menu name, from the add to/update menu item screen.

When adding staff to an event, a new button option has been added to view the entire event timeline.

Page break options between sections of the event worksheet.

Performance improvements when loading the menu item search.

Release Date 8/23/2010

Upgrade QuickBooks export interface to allow synchronization of previously exported invoices. Redesigned account selection page for faster exporting.

Release Date 6/28/2010

Emails that have been sent, can now be resent. To resend emails look under the 'Reports|Emails Sent List' module OR as a closed task on the contact's record.

Open tasks for the current day will automatically appear when you go to the welcome/home page.

If a contact record has any data in the 'Tax Exempt No' field, the system will automatically mark the 'Exempt' checkbox on NEW events for that contact.

When the guest count of an event changes, the system will automatically prompt for a review of all the areas of the event (menu, beverage, rentals, other inventory, and miscellaneous).

When defining venue rooms, a flag can now be set as to whether or not the room is (or is not) invoiced when assigining to an event.

When assigining sub-recipes to a main menu item, the system will now allow a non-standard conversion unit of the yield to be used. A prompt will appear to define the conversion.

To streamline event updates, a 'Bulk Update...' link has been added to the beverage, rental, other inventory, and miscellaneous tabs.

Event secondary contacts added to the Proposal of Service report.

Rich text formatting (font, colors, bold, etc) is now available when creating a standard template for the email body note.

Event Worksheet Report : new parameter options for portion display data to NOT automatically convert to higher units. (Ie., 32oz to 2 pounds).

Release Date 4/19/2010

Generate list of 'bulk email' names and send directly to Constant Contact.

Include special pack list notes per item packed.

Ability to add decimal amounts to the pack list. Ie : 0.5 units.

Ability to change the font on the Contract and Invoice reports! Can be used in conjunction with Proposal design template font.

When adding secondary contacts to an event, ability to 'quick add' a new contact at that time.

Ability to edit the portion detail of menu items defined in a menu package.

Option to select either portion or yield data on Event Worksheet and Menu Item Production reports.

Packing List Report : Salesperson added to header with option to include the event timeline.

Proposal of Service Report : last Contract for Service selected "remembered" to eliminate recurring selection of same contract.

Contract for Service : parameter option to include the event timeline.

Google Calendar Export enhancements made to eliminate scenarios where events were duplicating.

Event Worksheet Report : (a) Event Type added (if populated); (b) Menu Item Add-Ons added (if included with menu item).

Release Date 2/28/2010

Assign portion amounts to menu items for better understanding of the 'kitchen quantity'.

Multiple sale prices per menu item.

Ability to change package name before assigning as an event menu name.

Redesign of timeline tab for faster building of event timeline.

Quick pick date selection (today, this week, this month) introduced for the event production reports.

Launch bulk edits (description, quantity, notes, etc) from the event menu item view page.

Faster editing of event pack list.

When building menu packages, show menu item prices and total sale price for a single package serving.

Ability to change the font size on the event worksheet (larger or smaller).

The size of the contact email field has been expanded from 50 to 100 characters.

Sub-recipes returning to the event menu item production report.

New proposal parameter option to page break between each menu.

Redesign of timeline section on proposal template #1. Will now print as a separate section.

Printing menu item pictures introduced in template #2.

Release Date 12/3/2009

When building a new event, prompts to view and add contact and venue notes to the event.

Ability to email appointment detail.

When analyzing event menu per serving costs, any menu items without a cost will be flagged in red.

Release Date 10/26/2009

The application is now fully compatible with Safari 4.0.

Additional event tab labeled "Other Inventory". This optional event tab will allow you to sell anything from inventory (ie., paper & supplies, raw food, etc) without having to re-enter inventory detail as a miscellaneous item.

When copying events, a new parameter option added to reconcile sales prices and costs to the present day prices and costs.

When updating inventory costing segments, option to update any future events with the new costs. There will also be the option to reconcile costs at the event level for events already created.

When hiring staff, send an email directly to the staff member with the event details (location, hire time, special notes). Also the option to bulk email everyone hired for an event all at once.

View event specific detail about Rentals and Beverages to order from the ordering screen.

Add text modifier headings (similar to menu items) to event beverages and rentals.

Ability to copy Menu Item packages.

Copy an event 'recurring' (ie., every Monday for 6 months).

Add directions to the client record. These directions can then optionally transfer to the Event Worksheet when 'venue is same as contact'.

Indicator added to staff member records on whether they should be in the "Email To:" drop-down list in the email module.

Proposal Report : ability to change the label "Rooms" to any preferred preference.

Release Date 8/26/2009

New Event Wizard enhancements!

QuickBooks Interface : option to NOT export the payments from TPP into QuickBooks. (Interface program upgrade required : http://totalpartyplanner.com/totalpartyplanner/web_addons.html)

Spell check utility added to email body section!

New Report : Tax Exempt Detail Breakdown

Event Worksheet Report : new parameter option to print on LEGAL size paper.

Invoice Report : new parameter option added to print a signature line.

Staff Schedule Report : Option to sort by job title

Venue Sales Report : option to group by room or area.

Invoice Report : parameter option added to optionally show/hide the venue contact details.

Proposal Report : contact name and business name separated to own lines (if both present).

Release Date 8/3/2009

Welcome page message area : companies may now manage their own messages for internal communication between users - or just to use as a scratch pad or to do list. Note that messages from the TPP team will take precedence to the top.

Customize the Payment Method options.

When adding menu items to an event, enhanced ability to search and sort by 'Added Date' (when item entered into system) and 'Price' (to find most/least expensive).

Calendar Month View : Tax Location added as a new filter option.

Inventory Full Search : new column for 'cost' added to display with the other inventory details.

A new event wizard has been implemented for companies in trial to make learning TPP much easier.

Profit Summary Report : (1) Includes the 'Format for Excel' button (2) Allows grouping by salesperson.

Event Worksheet Report : new parameter option to include venue directions.

Invoice Report : New parameter option to include venue contact (name & phone). Information will prints below venue detail line.

Venue Sales Report : allows selection of a single venue for reporting on.

Release Date 5/17/2009

Define your own event statuses and calendar colors for those statuses!

Incorporate pictures as part of a Menu Item definition. Those pictures can then be selected to print on the Proposal of Service!

New Report! Popular Menu Items. Print by number of times a menu item was used for Events or number of times used for all menus.

Select multiple statuses on the event full search screen. Previously the selection allowed only for a single status or ALL.

Load the Staff Hiring Manager from the Calendar menu.

Menu Item full search page now shows most current sale price of an item.

When copying an Event the Venue can be checked as 'Same as Contact Address'.

Mark rental inventory items to NOT warn at event level when stock amount is exceeded.

Delete unwanted event service style code values (requires reassigning any event using that service style to a different service style).

Administrators can now add additional users to their account if available.

Search option of 'Is Not Empty' added to Query Generator function.

When printing invoices in a date range, the page numbers will reset for each individual invoice.

Correction: Appointments set for the last day of the month now visible on the calendar month view.

Release Date 4/20/2009

View 'recently viewed' activity (events, menu items, contacts, etc) for faster return to items without having to do a Full Search.

Inventory FULL Search : the 'Last Updated Date' shown in the grid is now the effective date of the most recent cost/sale price segment added.

Event Menu Item Priduction Worksheet : when 'Show Ingredient Detail' is checked, the kitchen notes will now appear on the report.

Release Date 3/26/2009

Query Generator : new selection options to query by venue and method of payment.

Emailing : now allows multiple CC or BCC's by separating email addresses with a commor or semi-colon.

Contact merge : if the same contact exists for multiple records, those records can now be merged into a single record - combining event history, notes, etc.

Event Payment Types : payment type of 'Refund' has been added to the selection list for processing refunds.

Bulk Emailing : the resultant list of names queried can be exported to Excel for upload to another emailing program such as Constant Contact.

Inventory Full Search : (1) cost data column added (2) the date column in the grid will now reflect the most current effective date of the inventory cost/price segment (3) current vendor column added.

PO Number : size has been increased from 9 to 30 characters.

Event Menu Text Modifiers : a blank modifier line can now be added to give more space or force page breaking.

New Report : Invoice Number History - provides a sequential list of used invoice numbers by date range.

Contract for Service report : can now be printed by date range.

Invoice Credit Card Cross Reference report : now includes a balance due column.

Event Referral Report : now lists events that have an *unassigned* referral.

Contact Payment Report : payment notes will now print on the report if entered.

Event Worksheet report : include the venue contact if one exists.

Report Name Change : the 'Contact Manager Notes' report has been renamed to 'Event Tasks & Notes'.

Correction : situation when editing an event task, that task getting dis-associated to event.

Correction : Outstanding Proposal report properly sorting by date.

Correction : when bulk updating menu item quick costs, the 'flat rate' option will now update the items in the grid.

Release Date 2/16/2009

Contact Manager, Task Manager, & bulk emailing.

Time selection fields redesigned for easier data entry.

When emailing a report, a BCC is no longer required. It can be removed over overriden.

Inventory bulk update : now allows update of the stock number field.

Export to Google : any rooms associated to a venue (if applicable) will be included in the export.

Event Worksheet report : rental internal notes printing.

A/R Aging Detail : updated to show negative balances.

Release Date 1/7/2009

Review Event history for beverages and rentals. Ie., which events used a particular beverage or rental item. History can be displayed by viewing the item through Inventory.

Create unique Proposal design templates by changing font, color, bold, italic, and underline for report fields.

Contract for Service Report : Option to left align logo when printing with Proposal.

Correction : When showing the packing list on the Event Worksheet report, the 'skipped' items are now suppressed.

Release Date 12/8/2008

Event Full Search page : new filter option to show/hide the event title.

Event timeline notes can be defined for both contact (Proposal) and internal (Event Worksheet).

Option to update the event menu 'Proposal Sequence and Text' at the time of building the event menu.

Outlook Export : event title added to body, client name added to subject.

New Report : Accounts Receivable Aging Detail. Accounts receivable by current, 31-60 days, 61-90 days, over 90 days.

Proposal Report : new parameter option to hide the menu items descriptions.

Event Worksheet Report : vendor detail will print for beverages, rentals and miscellaneous items.

Event Menu Item Production Worksheet : option to NOT scale units to higher order (ex, ounces to pounds).

Correction : Proposal bottom notes now printing on template #2. In addition, more client phone numbers added to the administrative section.

Correction : Recipe report can now print more than 7 menu item recipes at a time.

Release Date 11/14/2008

Additional calendar filters : Event Type, Service Style, and Appointments (on or off).

The calendar week view will now display the event grid (similar to month view) detailing more information about a days event.

Stock number search & sort added to the inventory full search and bulk update screens.

When bulk updating inventory, the unit measure (cases, bottles, etc) for the 'In Stock' amount is now displayed in the grid.

Ability to add menu items to an event that are not included on the proposal or invoice (hidden from client, internal use/costing only)

After hiring staff and miscellaneous for an event, ability to immediately edit fields on the 'Currently Selected Event...' tab.

When selecting miscellaneous items for an event, the description is now displayed.

Create standard notes for the event miscellaneous and staff note data entry section.

New reports : Heating & Serving Menu, Heating & Serving Labels, Event Menu Item Labels.

Proposal of Service Report : (1) supress food section pricing section if no food assigned to event; (2) option to hide the rental and miscellaneous quantity columns; (3) formatting changed to prevent menu item name printing on one page then the description on the next page.

Event Worksheet Report : (1) invoice number repeated on page footer for events that print to multiple pages; corrected so that room charges are supressed when the 'Show Prices' parameter option is not checked.

Ledger Report : (1) new grouping option to sort report by Event Type field; (2) corrected the error when formatting for Excel.

Sales Forecast Report : new parameter option to group by, and select, a specific salesperson.

Client Payment Report : column added for the payment type (deposit, payment). The report now also grand totals all payments listed on report.

Packing List Report : (1) option to display the associations of why an inventory item is being packed. Ie., carving board is being packed for menu item Carved Beef. (2) contact company name added to header display data if applicable.

When assigining menu item packages to an event, by default, all items will now be UNCHECKED.

Basic training video now available via "Help|Training Videos" menu option.

Release Date 9/29/2008

Main menu bar available on more web pages for increased application navigation flexibility.

Draft and send an email directly from the client page. The email does NOT have to be tied to an event or a report.

Option to assign a user-defined 'Storage Location' to an inventory item.

Redesign of event staff 'Bulk Update' feature. Easier selection of what to change for selected records.

When assigning rooms to an event, the 'Currently Selected Event Rooms' tab now allows for bulk updates.

Inventory 'Bulk Update' page now allows for update of sale price (applies to beverages & rentals).

View a menu item recipe report directly from the menu item module (without having to go to the reporting section of the program).

Event times added to the Hiring Manager page to help determine your staff arrival/departure times.

Modify a recipe ingredient history. Useful for changing a recipe (perhaps more or less of an ingredient) without affecting the history.

Without managing recipes, ability to assign a kitchen volume (ex: pounds, oz) to event menu items.

Security enhancement : allow users to update menu items but NOT recipes.

From the Profile & Event Defaults screen, option turn off (hide) the recipe module on the menu item screen. Great for new users to reduce complexity.

Allow ZERO quantity for an event menu item.

Profit Summary Report : date range allowed to run report opened to 30 days.

Ledger Report : new option to group by 'On and Off Premise'.

Scrollbars added to contact event history grid if too many display in visible area.

Combine Invoice Report : now displaying a grand total section for each individual invoice listed.