Version

Description of Changes

• Enter Charge transaction when a POS transaction for $0.00 is saved.

• Adjust security during BalanceWorks login.

• Revised Charges report to exclude the regular charge portion from report when sales tax is selected as individual charge

• Corrected issue with Receipt Printer for 40 column receipts being lost when the Setup System screen is displayed.
• Corrected credit card closeout error for customers with a hyphen (-) in their name.
• Corrected error in Charges and Income reports for a single charge code with a G/L number starting with "0".

• Added "Use Credit Card on File" button to the Enter Payment screen, to eliminate issues related to swiping a different card of the same type as the one on file.
• Truncated check numbers to the right-hand 6 characters on the POS check calculator

• Corrected height of rows on the grid of the Display Pairs window when the program screen size is larger than 640 x 480
• Modified report templates for confirmation and statements to use the Printer Default Properties like all other report templates
• Changed Input Payment to accept a different credit card, of the same type, as the one on file without having to change payment type
• On input Payment screen change transaction type to Check when credit card number is cleared

5.5.04

• Added "Use Credit Card on File" button to the POS module Enter Payment screen, so that customers with a credit card number on file can use that as payment without having to swipe the card.
• Modified logic for e-mailing statements to the entire school to calculate the account balance ending with the statement end date so that accounts with a zero balance at the statement end date but with a current positive balance will not get a statement.
• Changed the help file to a format that is supported by Windows Vista.
• When you e-mail statements to the entire school and select either "Open Charges and Payments", "Open Charges Only" or "Individual Open Charge" the statement is not generated for that account if there are none of those transactions.
• Prevented "Non School Customer" account record from being lost when all account records are cleared.
• If "Non School Customer" account record is missing when you go into the Point of Sale module it is automatically added.
• Added $10.00 Note to POS Cash Calculator for Australian version of BalanceWorks.

• Corrected Running Balance statement amount and running balance for "open charges only" and "open charges and payments" options
• Corrected "temporary" statement notes to be in effect until the Report screen is closed
• Restricted "Time (Account)" and "Table (Account)" calculate tuition by setting to be for the all students in the account
• Corrected RT Error 6 (overflow) on the POS module check calculator screen when processing payments over $350.00
• Corrected class display error in Student Staff Check In when students are swiping their student ID Card
• Corrected RT Error 5 on the Main Menu when the system password is rejected on entering a restricted area of BalanceWorks
• Added missing form for Account Notes when it is selected from the Account Transactions screen

5.5.02

• Restricted the Contact name on the Setup System screen to 25 characters
• Income date defaults to payment date unless the payment is in a previous month
• Added optional student phone and grade to Class Roster with Other Classes report
• Apply Payment screen row height for Open Charges table adjusts with screen size changes
• Expanded the size of the student name on the attendance reports
• Corrected the active student count on the Main Menu after a student is inactivated or activated
• Changed transaction dates to store only the date instead of the date and time
• Added Account Discount to confirmation reports to display Account Billing Frequency discount
• Corrected error displaying and printing Student Month Registered report
• Changed application of partial payments to taxable charges so that payment is applied proportionately to charge and sales tax. Changed charges report and item balance statement to reflect change in payment application.
• Increased width of phone column on Class Wait List
• Added display of Class Description when you right-click on the class name on the Main Menu, Student Screen and Enroll Student forms (use this technique if the automatic popup does not display on your computer)

Version

Description of Changes

5.3.05

• Changed credit card closeout calculation to eliminate problem with rounding in single precision format
• Require that only one computer be in balance 2000 when credit card settle operation is in progress
• Corrected RT-Error 5 in POS Closeout Check Calculator when check number is greater than 7 characters
• Corrected statement selection formula for statements that are printed during the e-mail statement procedure
• Corrected error in removing a Class when the only students in the class are inactive
• Corrected Backup to CD with Windows Vista
• Group credit card closeout report by individual credit card types
• Corrected Recalculate Tuition feature on the Setup System screen for accounts with Time(Account) or Table(Account) tuition calculation method
• Corrected error in assigning mail codes to selected students on the Main Menu
• Corrected error in calendar printout for selected day with School events
• Corrected sorting on Credit Card History Report to be in reverse order by Batch Number
• Changed attachment type on e-mailed Statements and Confirmations from HTML to RTF (opened by Word) to correct Run-Time error 20692
• Corrected error in Point-of-Sale module when you click on the Return button
• Added additional testing on credit card numbers to catch invalid card numbers

5.3.04

• Corrected an error on Input Payment screen when entering a different credit card number than the one stored in the Account screen
• Modified E-Mailing Statements to maintain a count of statements e-mailed and printed also provided an escape from processing if a run-time error is encountered
• Adjusted labels on the Reports screen that were not readable if the program screen resolution is set to 1024 x 768
• Modified Student Phone list to include Dr. Name Dr. Phone and Allergy fields when Medical option is checked

5.3.03

• Corrected run-time error when entering refund in POS module
• Modified Payment Distribution Report to exclude deleted payments

5.3.02

• Corrected Print Envelope button on Staff Screen to include the ZipCode
• Added Date Range for selecting charges to pay by credit card on the Post Credit Card Payments screen
• Corrected tuition calculation in "Student Listing By Account Class Hours" report
• Corrected runtime error 20510 invalid formula when e-mailing statements to the whole school
• Corrected formula error when e-mailing statements to the whole school
• Corrected POS Closeout report to show actual "other" payment amounts instead of 7.00
• Corrected Input Refund to require that a choice be made from the drop-down list of Refund categories
• Corrected Input Payment to not process <Enter> in the amount field as a "click on the OK button"
• Corrected Inventory Receipts to show the correct item total when receiving multiple items
• Inventory receipt - allow a receipt of 0 to adjust the on hand total to be the total of issues and receipts for that item
• Modified E-Mail send logic when sending e-mails with attachments to eliminate Run-Time Error 32002 - Unspecified Error
• Added new  "Credit Card Processing Transactions" report
• Corrected printing POS Invoices with total of 0.00 to include other charges paid.
• Student Card report, suppress the expiration date if it wasn't set
• Corrected Edit Alert and Edit Account Source buttons to test for an empty list
• Corrected Sales Tax rate field to make it 0.00 if user clears the field
• Corrected "Account Payment Plan report to compute extended tuition amount correctly when discount is percentage
• On POS Input Payment screen initialize the amount to be the invoice total
• On POS Input Payment screen swap "Save & Exit" and "Save & Continue" buttons

5.2.01

• Corrected display of Class Roster from the Main Menu Class Table when you right click on the class name
• Corrected "Class Roster - All Classes" report when it is sorted by Level or Room
• Corrected Account selection when e-mailing statements for "Positive Balance Only"
• Corrected display of class roster on the Enroll Student screen
• Corrected Tuition calculation for Time(Account) when classes are dropped and added for a student without going back to the Account screen
• Added a "Point of Sale" command button to the Main Menu to make it easier to go to the Point of Sale module
• Correct Restore Data Base to handle backups marked as "read-only"
• Student screen initial focus is set to "E-Mail" field, not "School" field
• After editing tuition amount, the edited class remains highlighted
• Correct issue in deleting a POS invoice where the charge and payment transactions related to the invoice were not deleted completely
• Exclude deleted payments from printing on the POS receipt
• Added "Print Receipt" button to the Input Refund screen

5.2.00

• Version 5.3 Released

Version

Description of Changes

5.2.09

• Corrected initialization of Credit Card processing username and password at program start

5.2.08

• Enable Credit Card Payments menu entry when PowerPay credit card processing is setup

5.2.07

• Re-calculate Account Balance when Account screen is activated
• When deleting POS invoices that have multiple payments, delete all payments
• Allow POS payments whose amount and balance are equal to be deleted from the Account Transaction screen
• Corrected date input field on Post Tuition screen
• POS Setup allows separate credit card account
• PowerPay batch credit card processes each card separately
• Corrected run-time error when printing Account Envelopes by Class
• Changed "PrePrinted Statements" to maintain a running transaction amount balance and added optional column titles so the user can choose between statement styles
• Changed all statements to have column headers and column lines
• Changed the Account Statement format to include an "Item Balance" column and a running "Balance" column

5.2.06

• Changed credit card processing through Power Pay to not require Credit Card Processing Option to be set
• Added number of copies setup for POS receipts

5.2.05

• Corrected School Statistics Report to reference all sub reports
• Corrected Tuition re-calculation when a class is dropped for Table (Account) and Time (Account) methods

5.2.04

• Added Credit Card Processing through PowerPay
• Corrected currency symbol on Registration Form for registration amount
• Added new table "Config" to Inventory database
• Corrected error printing single envelop from Staff screen
• Set Point-of-Sale invoice date for header and detail lines to be the displayed date when the sale is completed
• Add sort by Class Level on Report screen when displaying individual classes
• Corrected Coupon printing error from Account Screen

5.2.03

• Corrected messages on backup and restore for multiple disks backups
• Clear DataBase, set Teacher and Assistant number to 60000 in Class records when staff is cleared from the database
• Modified Calculate Tuition function to all it to return a tuition of -1.00

5.2.02

• Credit Card number is saved in Account record from Input Payment, if requested, when credit card processing is not enabled
• Credit Card number is now scanned correctly on Input Payment through wedge card reader
• Remove "deleted" transactions prior to specified date after removing transactions “prior to” specified date
• If user selects “Restore more files” the source drive is not reset
• When inventory receive/issue is complete, update product total on Inventory Form
• Corrected sorting of students on the Class Wait List report

5.2.01

• Corrected School Statistics error if there are no Account records
• Corrected School Statistics error if number of classes for a student is negative
• Corrected Costume error in New Vendor command
• Reprogrammed the 80-column receipts to not use Crystal Reports since it is disconnecting on some computers
• Confirmation postcard increased size of time field to eliminate truncation of 10:00 thru 12:59
• Confirmation report and postcard, added “Custom Tuition” in Account Total if the account calculates tuition by “Custom”
• Input Charge changed “Ref. No” column to “G/L No”
• Register DanceWorks formatted Entry Number and Computer ID to make it easier to read. Made numbers larger and bold.