Latest Desktop Upgrades

Version 10.1

Ability to enter directions to a CLIENT address. Now include directions on the event worksheet for those events where the 'venue is same as client address'!

Include special notes for any item(s) on the event packing list.

Allow the same menu item to be repeated on a menu. Great for orders that require special notes!

Allow the same beverages and rentals to be repeated multiple times on the same event.

Create text modifer notes (similar to menu section) for beverages and rentals.

Create more than 1 text modifier between menu item, beverage, and rental items.

Option to now show the text modifier lines on the main event view page. See everything at a glance!

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

Easier navigation when re-sequencing menu, beverage, or rental details that expand greater than one viewable page.

Payments Received Report : option to show deposits only taken for a date range.

Ledger & Rental Charges Reports : option to group by Month

Proposal of Service Report: (1) deposit due date added (2) print the 'bill to contact' address information.

QuickBooks interface : option to NOT export the payments received in TPP.

Much, much, more!

Version 10

Proposal of Service Report : option to include your menu item pictures!

When adding beverages and rentals to an event, optionally add the notes too at that time.

When copying an event, option to copy with current day prices.

Re-design of all search screens for easier use and display of data.

Credit card billing address added to client information.

Assign an ala-carte indicator to certain items in a menu item package (ala-carte indicator applied for per serving menus).

New Report! Popular Menu Items by date range.

Standard drop-down templates added for all event note fields. Eliminate duplicate data entry for similar notes on different events.

Inventory full search screen changed to show the 'Last Updated' date column as the effective date of the most current cost segment.

When copying a menu item recipe, the servings/yield, and labor detail copied now also.

Option to tax/not tax discounts.

Profit Summary Report : includes sale of 'rooms'.

Payment type of 'unrecoverable' is now removed from clients A/R.

New Report! Client 'unrecoverable' listing.

Proposal of Service Report : option to show menu item unit price without totals.

Invoice Report : fax number added if phone numbers are requested to show.

Invoice Report : option to use the event title as the report title.

Menu Item Production Worksheet Report : option to show the menu item descriptions.

Packing Slip Report : option to print by date range.

Other minor enhancements and bug fixes.

Version 9.1

Option to add menu items to an event for internal use only (excluded from proposal and invoice)

Beverage and rental tax schemes dropped to item level (supports separating alcoholic and non-alcoholic tax rates)

Event menu, beverage, rental, and misc notes separated into 2 separate proposal and internal notes

Deselect items from a package before adding to event

Remove rental re-calculate confirmed message when changing status of event to confirmed

Enter a discount reason note

Pack list inventory associated to beverages - i.e., cups to sodas

Bulk update event beverages

Contacts associated to clients now included when printing mailing labels

Allow user to select auto-backup location

Easier editing (edit, delete) of event beverages, rentals, misc, and staffing

Option to hide misc quantities on proposal

Contact special diet notes increased from 30 characters to unlimited

Show miscellaneous description when adding to event

Include event title on outlook export

Correction: cannot cancel event from full search screen - modal error

Correction: sub-rooms are taking charge of main room

Correction: menus w/o line items do not show in pricing section of proposal even though totaled

Correction: error when copying a recipe from a menu item w/o a method

Version 9

Each menu on an Event with multiple menus can have it's own price type. Ex: Menu 1 = Per Serving, Menu 2 = Ala-Carte, Menu 3 = Per Serving, etc.

Process refunds.

Bulk update Event rental quantities, prices, and taxes after they are assigned to an Event. Currently edits can only be done one at a time.

Set the default menu price type in the company profile (rather than always remembering the last one used).

Create both internal and proposal notes for Event staff. The new internal note will print on the staff schedule.

Select which status(es) to show on the Staff Hiring Manager.

When Quick Adding a Menu Item, option to apply Quick Costing at that time.

Include venue directions on the staff schedule when printing by Event.

Ability to select which user defined Event time to sort by on the calendar.

More powerful venue lookup when assigning to an Event.

Option to change the Event status on the totals & payments tab for faster updating when processing payments.

The Event title column has been added to the Event full search page.

The Event title column has been added to the optional list of columns to show on the calendar grid. The calendar grid column selection list can be updated from the 'Business | Profile and Event Defaults' menu option.

If a client contact is assigned to an Event, the contact name will appear on the calendar.

Inactivate venues and rooms that are no longer valid for your company.

Option to hide the rental quantities (along with detailed pricing) on the Proposal of Service report.

More page break options between sections on the Proposal of Service.

Export client contacts to Microsoft Outlook.

Optionally show the menu item yield on the Event Worksheet report. Ie, instead of just showing a quantity of 20 - show the yield of 10 pounds.

When invoicing by date range, reset the page numbers per invoice.

Beverage cost report set to subtotal amounts used by item.

Beverage cost & miscellaneous cost reports subtotal by on and off premise.

'Jump' directly to beverage, rental, and miscellaneous database entries directly from the Event screen. Similar to a quick find.

Correction made to allow emailing of the calendar print report.