Release Date 01/31/2012
- 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.
Release Date 11/01/2011
- 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.
Release Date 07/27/2011
- 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 05/09/2011
- 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 02/22/2011
- 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.
- 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)
- 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 convert current event menus/beverages/rentals to a Package. New hyperlink on each event tab of view to convert to a package.
- Ability to choose the menu name default.
- Now fully compatible on the iPad!
- 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 02/01/2011
- 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 11/08/2010
- 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 09/07/2010
- Expansion of calendar to see events of the following month when the current month ends mid-week.
- Performance improvements when loading the menu item search.
- Ability to add pictures for beverage, rental, and miscellaneous items. These pictures can optionally be shown on the standard Proposal templates.
- 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.
- Shortcut link added to calendar day cells for quickly bringing up the new event screen.
Release Date 08/23/2010
- Upgrade QuickBooks export interface to allow synchronization of previously exported invoices. Redesigned account selection page for faster exporting.
Release Date 06/28/2010
- Open tasks for the current day will automatically appear when you go to the welcome/home page.
- 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.
- Event secondary contacts added to the Proposal of Service report.
- 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.
- 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.
- Event Worksheet Report : new parameter options for portion display data to NOT automatically convert to higher units. (Ie., 32oz to 2 pounds).
- 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).
- Rich text formatting (font, colors, bold, etc) is now available when creating a standard template for the email body note.
- To streamline event updates, a 'Bulk Update...' link has been added to the beverage, rental, other inventory, and miscellaneous tabs.
Release Date 04/19/2010
- 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.
- Google Calendar Export enhancements made to eliminate scenarios where events were duplicating.
- 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.
- Event Worksheet Report : (a) Event Type added (if populated); (b) Menu Item Add-Ons added (if included with menu item).
- 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.
Release Date 02/28/2010
- 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.
