Update T11R01 - Version 11 Upgrade [Posted on 7/7/2004]

Update Key	Added Feature - Description
1	Allow user to control how Tips and Discounts are calculated in Invoicing and Reservation's 'Edit Charges'. On 'Your Company', add a new table stating on which cost fields each should be calculated.
2	New 'User Preferences' form on the Edit menu, allowing users to change their user name, and which Reservation and Dispatch/Schedule form to display.
3	New Sales Summary forms (A/P=SalesSummAP, A/R=SalesSummAR), showing the summarized detail from whatever sales report was just run (e.g. Sales by Customer). Each column can be sorted in ascending or descending sequence by clicking its heading.
4	Added Second Agent to Reserv & Invoice, and new report for Secondary Agent Commissions. Rearranged the Invoice 'Payables' screen to fit the new Second Agent data.
5	Added new payroll fields to the Invoice: PayrollHourlyAmount and PayrollPercentAmount. These will be calculated in the Driver Payroll function and all reports will be based on them in the future, instead of calculating these on the fly.
6	Change all Special Instructions (Customer, Passenger, Reservation, and Trip Segment) and Directions (Customer, Passenger Address, Common Locations, and Trip Segments) to be formattable. First highlight the desired text, then rightclick it and choose 'Properties', then choose the desired font, font size, color, etc. Note that if the color is changed, the user should have a color printer.
7	Integrate ICVerify into all payments: Apply Payments, Invoicing with 'Automatically Pay', and Reservations when capturing a deposit. Add new Credit Card fields for CVV2, Billing Address, and Billing Zip to Passnger, CustCred, ResvTrip, Invoice, & Payments. New field on Options' ICVerify tab showing where the ICVPay.dll file exists, which is the ActiveX control used to communicate with the ICVerify Multi-User Request File Processor
8	New feature to extract Reservations to a PalmPilot.
9	Added Quote feature to Reservations. Any trip can be flagged as a quote, and the date quoted will be captured. Then, the quote's status can be changed to 'Booked', 'Rejected', or 'Expired'. If 'Booked', the quote will be treated as a regular trip. The Dispatch screen now has 'Show Quotes' and 'Show Not Quotes', which provides 3 ways to show trips: Quotes only, non-Quotes only (default), and all trips. In User Preferences, each user can define in what color (from the Dispatch Statuses) they want Quotes displayed on the Dispatch screen. The Trip Ticket print was changed to allow only Quotes, only non-Quotes, or all trips to be printed. The Trip Ticket heading was changed to show 'Trip Quote' instead of 'Trip Ticket'. The Reservation Confirmation & Brief Confirmation were changed to show 'Quote Only' for quotes. The Driver's Dispatch Recap was changed to not print Quotes. Invoice a Reservation will not let you invoice a quote. The Unbilled Reservation report will print 'QUOTE' for quotes.
10	New Standard Other Charges form (with security) on Data Entry, allowing predefined Other Charges to be copied to a Reservation via Edit Charges form, and to an Invoice. On each form a new Find button was added which will popup a sorted list of Other Charges. Also, the user can right-click the field or press ctrl-spacebar in the field to get the popup. On Invoice, also added a Delete button to remove the current Other Charge, and an Add button to create a new blank Other Charge. Also fixed the Invoice report if more than 3 Other Charges were defined.
11	Added new Future Sales report to the Reservations menu, based on user security. This shows all known charges for trips. The report will show in date sequence, and can be summarized by Car, Car Group, Run Type, or Total Summary. The Car report has a summary break by Car Group, whereas all others have a summary break when their value changes. Each date can be broken down into 4 records based on combinations of the Print Totals flag ('Total Charges on Trip Ticket') and the Billed flag (has trip been invoiced). For cash flow reporting, you'd ignore the Billed trips. And if a trip doesn't Print Totals, then there might not be an estimated total charge for this trip.
12	Added Meet & Greet report, named TRIPGREET, that can be printed from Reservations.
13	Change Dispatch to make sure the car and/or driver doesn't have a scheduling conflict when a record is changed. This will ignore 'dispatch only' vehicles. A warning message is displayed showing the conflicting reservation's data. Note that the new value is still accepted.
14	Log all changes to Reservations & Invoices. As each record is unlocked, scan each field to see if it changed, and if so save it to the new Changes form. From Reserv, ResvQuik, and Invoice, added a new button to show the Change Log just for that record. Changes are grouped by when they happened, so one reservation could have many groups of changes, each having many fields changed. Note that changing the Trip Segments might create another batch of changes to the Reserv header.
15	Invoice Payables tab changed. The Driver Payroll for a trip is now captured when the Invoice is saved, not when you run the Payroll report. Will now let the user override the Driver's Pay Method. Also, calculates the Total Payroll Amount whenever the Driver ID, Total Charge, Payroll Method, Payroll Hours, or Payroll Flat Rate change. Also, new error if trying to save an Invoice without a Payroll Method or Payroll Flat Rate. Also, sped up Invoicing so that it doesn't calculate the Total Charge, etc., more than once. Also, can't save an Invoice unless both the Driver and Vehicle are 'Active'.
16	Add 'Farm Out' Trip Ticket to list of Report Types

Update Key	Bug Fix - Description
1	Reset several forms to display back to their first screen tab.
2	Fixed a bug in Invoices By Customer. If you were adding an invoice, then went to Invoices By Customer, then tried to display one of those invoices (via Reprint), it would kick you out of the original invoice without posting all the charges to the car, customer, etc. Now, Reprint will open its own form and the original Invoice remains undisturbed, to be closed later
3	Fixed a bug with Verify Flights from Reservations. It wasn't working due to a typo.
4	Fixed Dispatch to default to Time sequence
5	Fixed Edit Charges to let tab get to CC info.
6	Fixed ResvQuik to tab to Run Type
7	Fix Dispatch screen so you can double click without getting 'Record already locked' error.
8	Fixed the Dispatch bug where you couldn't arrow up or down twice if you changed any fields.
9	Change every report to have a top & bottom margin of 1/2 inch. This solves the problem of records occasionally disappearing.
10	Fix Discount Amount bug on Invoice. Several calculated fields were dropped, including the Base Amount, which I had to add back. Also, Invoice can now handle an empty Monthly table.

Update Key	Update - Description
1	Add calendar buttons to all report screens, so users don't have to type in dates.
2	Update all report forms so user doesn't have to press Enter before processing report.
3	Update all utility forms so user doesn't have to press Enter before starting utility, e.g. dates on Archive forms.
4	Update QuickBooks interface for latest versions. Note that 'Web 2003' means Web-enabled QuickBooks Pro 2003.
5	Add 'View Schedule' button to 'Reservations By Customer'.
6	Change all 'View Schedule' buttons to show a new popup that lets the user choose which schedule to display. Also, add new option to remember user's choice.
7	When adding another reservation segment, set Pickup Time to be the last segment's time plus the Estimated Hours. Also, force user to press 'Add Segment' button instead of paging down to add a new segment.
8	In Reservations & Quick Reservations, if the Start Time is changed, automatically change the first Trip Segment's Pickup Time. Also, if the Trip Date or Start Time are changed, automatically recalculate the End Date and End Time.
9	In Invoicing, expand Other Charges table to show 3 or more charges at once.
10	On 'Your Company', reword & rearrange Company Address to show how they'd appear on an Invoice (lines 1 to 5).
11	Change Common Location lookup to split Airports from all other locations. Also, add new Location Type submenu so user can quickly find a desired location. Note that this new submenu will only display if records have been added to the new 'Common Location Types' form. Also, change Location List to allow sorting by 'Name', 'Sort sequence', or 'Most Popular' which is based on the running count of how often each location has been used on a reservation.
12	Added sort capability to 'List of Agents', 'List of Common Locations', 'Run Types', 'Payment Types', and 'Dispatch Status Types'. Just click the headings that have a box around them to sort by that field. Also removed 'Cancel' buttons from several forms.
13	Changed the Schedule reports to show more records per page, and the total number of Trips displayed.
14	Change the Trip Ticket and Invoice to display the last 4 digits of a credit card, not the first 4.
15	Change the Invoice to remove blank fields in the customer's address.
16	Only display the Reservation form (Quick or Original) based on the User Preferences. Simplify the menu by removing the 'Quick' choices. Also, change everywhere you can jump to the Reservation form.
17	On Unbilled Reservations report, put total trip count in the header. Also, fit more trips on a page.
18	Changed all the pushbuttons which jump to other forms to be more obvious. They now have larger buttons and their text is in blue.
19	Everywhere a phone number displays, allow the user to click the word 'Phone' to dial that number. Note that they must have a phone line attached to their computer for this to work.
20	While Invoicing a Reservation, display an error message if no segments, or more than one, were flagged as 'billed'.
21	On Reservations by Customer form, add number of reservations count.
22	New button on Reservation forms to jump to Reservations by Customer, based on user security.
23	New button on Invoice form to jump to Invoices By Customer.
24	New buttons on Customer form to jump to Invoices By Customer and Reservations By Customer, based on user security.
25	Reworked 'Copy a Reservation' button. Can now choose a date, and also flag the reservation as a Return Trip. A new field was added to the Reserv forms to allow you to toggle between the Outbound trip and the Return trip. The Trip Ticket, Confirmation, Brief Confirmation, and Drivers Recap were changed to print 'VERIFY Return Reservation xxxx on Trip Date yyyy Starting at zzzz' for the Outbound Trip, and print 'Outbound Reservation xxxx...' for the Return trip. Also, removed as much blank space on the Trip Ticket as possible.
26	New 'View All Notes' form on the Data Entry menu. Added 2 new fields to the Notes Type form: Remind Monthly and Remind Yearly, which will let you enter a date for a Note Type and have the system calculate each yearly occurrence, e.g. birthdays.
27	On Driver maintenance, added a new dropdown for Pay Method containing the only 2 valid choices: Hourly Rate or Percent Of Gross.
28	Move all Quickbooks IIF files to their own directory: TripWin\QBIIF. Changed all Quickbooks interfaces to use that directory instead of TripWin. Changed Apply Payments to only create Quickbooks file if interface is active.
29	Fixed TripTicket to use correct flag for showing Credit Card numbers.
30	Always display Credit Card info on Invoice form.
31	Add new Invoice Note field, allowing free-form messages to be printed on the Invoice and Statement.
32	Fixed Trip Ticket erroneously printing 'Outbound' for stand alone trips.
33	New report submenu for Sales Summaries. New button on the Sales reports to show the summary data. New forms to show A/P & A/R summary data for whatever report was just run. Note that each report has its own new security level, which must be added by clicking 'Find Missing Forms' on the SecScreenAccess screen.
34	Add new tables to Reservation's Charge Summary screen. The Invoices table shows all invoices that have this reservation number, and the user can click an invoice number to jump to it, based on their security. The Payments table shows all payments that have ever been made against the reservation, from the original deposit(s) to when the invoice is paid. Note that a new index was built on the Invoice tables (including archives) by Reservation number.
35	Added new 'Send to QuickBooks' flags for each of the 5 Reimbursed Expenses. Also, changed the Driver Payroll report to print a total of each Reimbursed Expense per driver.
36	Added a new 6-line Company heading for TripTickets, and separately one for Invoices & Statements. This allows the user to have distinct headings for TripTickets vs. Invoices & Statements. These headings are originally calculated to match the existing company address lines
37	Changed SaleSummGraph form to use the correct tables.
38	Put the print buttons back on the Lookup Invoices report forms.
39	Added new 'Today Only' option to the Dispatch screen, which will ignore trips that went over the previous midnight. Also got rid of 'Trying to read from non-existant record' bug if no data is displayed. Also displayed a lot more fields per trip once you slide the scroll bar to the right.
40	Changed the 'Find A ...' forms to update their 'Other Fields' list. Also, put more fields on each for easy lookups, and got rid of the filter/sort stuff at the bottom.
41	Speed up Invoice form by not recalculating everything if a field's value doesn't change. Also, only show one update to the Total Tax, instead of one update per Tax Amount.
42	Change Reserv & ResvQuik forms to not let the user off the record if the TripDate, Start Time or Customer Number have not been entered. Also, if user tries to close the window without pressing the OK button, automatically press it for them.
43	Changed LkupDate & LkupInvc, which are used to print almost every report, so that the following fields will have drop-down lists with all valid values: AgentNo, Airlines, CarKey, CarSchedulingGroup, CCType, CustType, DepositCode, DriverID, FromAirlines, PayCode, PromoID, SecondAgentNo, ToAirlines. Note that some of these fields can only be accessed via the 'Other' fields at the bottom of each tabbed page.
44	Change all Schedule reports to include the From Phone, To Phone, Passenger Cell Phone, and PO Number.
45	Change all reports to automatically ClipToWidth, instead of printing an extra page. Note that the default changed in Paradox 8, because this used to not be a problem.
46	Speedup List of Available Drivers when coming from Dispatch. One of its queries was returning every reservation, instead of just the reservations between the Start and End date desired.
47	Put the Dispatch Status on Reserv & ResvQuik forms, including lookup.
48	On Reserv & ResvQuik, display only the available drivers when showing lookup (right-click or ctrl-spacebar), just like on Dispatch.
49	New Driver fields: Fax number, Active flag, Hours Worked, Sequence Number. All driver lists default to only show the active drivers, but if the inactive ones are also desired, there is a checkbox at the top of the form which will then show them in red. The Hours Worked is automatically updated as trips are assigned to drivers, based on the difference of the trip's End Time and Start Time. The Sequence number can be used to display drivers outside of alphabetic sequence, ie. by seniority. The List of Drivers can now be sorted in 3 ways by pressing the boxed heading: by driver key, by hours worked, and by sequence number.
50	When more than one TripTicket is printed, they will now be sorted in Driver, Date, Time, then ResvNo sequence, instead of just ResvNo sequence. This will allow dispatchers to quickly hand out a days assignments, since they'll already be grouped in the sequence each driver will perform them.
51	When the 'Separate Invoice' flag is turned off for a reservation, ask the user if they want all the Charges fields to be cleared, so that the TripTicket will print cleanly.
52	On Reservation's Edit Charges or Invoice forms, if the user types in a Tip Amount, clear the Tip Percent, so that the Tip Amount doesn't get recalculated based on the other charges. When creating Invoice from Reservation, also copy the Tip Amount field. On Invoice, if user types in a Discount Amount, clear the Discount Percent.
53	Changed new Driver's Hours Worked calculation to also include Time To Pickup and Time From Dropoff.
54	On List of Drivers, make sure a Date, Time, and Hour range have been entered before letting user check 'Show Only Available'. Also, new 'Refresh List' button to show latest changes to Drivers.
55	On Dispatch, don't let the user show a lookup if the record is blank. Also, don't let them double-click to jump to a blank reservation. Also, don't show an error if the Dispatch Status doesn't have an assigned color. Also, unlock the reservation as soon as a Driver, Vehicle, or Status is changed.
56	Changed every invoice report & form (Invoice, Statements, Payroll, Agent Commissions) to show the From & To City, State, & Zip of each trip segment.
57	When creating a Return Reservation, reverse the Time to Pickup and the Time from Dropoff. Also, when copying a Reservation (return & regular), only clear the Vehicle ID if it is not a 'Dispatch Only' vehicle.
58	Rebuilt ResvQuik form, and moved the Email Confirmation, Notify Driver, and Copy Reserv logic to the library (also for Reserv form). Also, reworked the StartTime & Pickup Time calculations.
59	In Reserv & ResvQuik, if an Outbound or Return Reservation is deleted, let the user display the other leg of the trip. Also, capture the time a reservation was added. Also, only put the TaxNames on the trip segment if it is an 'Invoice Separately' segment.
60	On ResvQuik and ResvTrip forms, new check box for 'Return to Pickup', so we always know where a trip ends. This can be used for a night on the town, for example, so you only have to put the pickup information in & check the box. The field's text defaults to a gray color unless the field is checked, in which case it is highlighted in blue so it can be easily seen. On the Trip Ticket, print a new message after the Dropoff address (if entered) stating that the trip will 'THEN RETURN TO PICKUP LOCATION'. This will also print on the Confirmation, Brief Confirmation, and both Driver Recaps.
61	On ResvQuik and ResvTrip forms, new button to 'Create a Passenger', based on the data on the trip segment. The user must choose if the From Address or To Address data should be used for the passenger. Also, they must choose what Address Type (i.e. 'Home' or 'Work') should be created for the passenger. The trip segment is then updated with the new passenger number.
62	On Reserv, ResvQuik, and Invoice forms, new button to 'Create a Customer', based on the current screen data. The reservation or invoice is then updated with the new customer number.
63	New Reservation Confirmation report with Pricing & Credit Card data.
64	Put Billing Note on Emailed Invoices.
65	On Dispatch, add more fields to the popup: Run Type, PO number, Estimated Total Charge, From Phone, To Phone, Passenger Cell Phone.
66	Fix Invoice error message. Only seemed to happen if the user was in the Tax Name field.
67	Fix ResvPass error message, which I mistakenly left in for debugging.
68	Fix ResvTrip 'Check Flight' button. Also, when flight search was expanded, occasionally an error box popped up because the returned web data was larger than expected.
69	Put 'Show Change Log' button on old Reserv form.
70	Change all Reservation reports to show 24 hour clock if chosen. Also, change Brief Confirmation to show the pickup time for each segment.
71	New switch on the 'Report Headers' tab of 'Your Company' form which lets you print the Driver's full name, not his ID, on the Trip Ticket, Driver Dispatch Recap, and Directed Driver Dispatch Recap. This is for California customers who must show the driver's actual name on any trip documents.
72	New 'Pay Methods' form, accessible from new button on 'Your Company'. Each Pay Method can have one or more of Hourly Rate, Percent Rate (positive or negative), and Flat Rate. For Percent Rate methods, you can choose which Charges should be included in the Base Amount. For Hourly Rate methods, you can define a minimum and maximum range of hours to be allowed. For example, an Airport run could always be paid with exactly 2 hours (min = 2, max = 2), whereas a Prom could be between 3 & 6 hours. For unlimited, either leave the field blank or put in all 9's. Note that once you've set up your Pay Methods, each Driver's Hourly Rate and Percent Rate should be blanked out so that the Driver's data doesn't override these new 'standard' pay rates.
73	New Payroll fields on 'Edit Charges', allowing each reservation to have a specific Payroll Method, Payroll Flat Rate, and Payroll Hours, which will flow into Invoicing.
74	Change 'Find Rates' form. In Zone to Zone rate, only show 'N/A' if both zones weren't found. If one was found but not the other, show it, e.g. 'From 12 To ???'. Also, if a Zone was found that had Other Charges, this would be mistakenly copied to any selected rate that didn't have Other Charges specified.
75	Change 'View All Notes' form on Data Entry. Added new button to only show future notes.
76	Added new 'Active Status' flag to Vehicle form. So far only used in Invoicing.
77	Change Payroll calculations in Invoicing. If the Payroll Method's rate (either hourly or percent) is blank, use the Driver's rate. If it is not blank (including zero), use the Payroll Method's rate. This will allow a Driver's Hourly Rate to be combined with a Payroll Method's Percent Rate (and vice versa), for example. In addition, the Payroll Method's Flat Rate can be combined with any of the other rates.
78	On the Driver form, allow the Percent Rate and Hourly Rate to be blanked out.
79	On Payroll Methods form, added text to describe how blank rates work.
80	Final version of the Payroll upgrade. For every client who applies this upgrade, they must run payroll the old way right before they apply this, because the Pay Method and Payroll Amounts will now be stored on each Invoice instead just of being calculated when you run the report.
81	New flag on Your Company stating which Payroll Reports to run: new Version 11 ones, or old version 10 ones. While running Payroll, until you say that you want the new version, it will ask you which version to run. Since we now calculate all the Payroll amounts for a trip during Invoicing, the new reports just sum these amounts to pay. The old reports will recalculate all Invoices based on the Driver's current Pay Method, Hourly Rate, or Percent Rate.
82	New Payroll History form, accessible from Driver Payroll report form, which shows the totals of each payroll batch and lets a batch be reprinted.
83	New Payroll reports were updated to show what percent each report total is of the total payables.
84	On 'Edit Charges', the Tip Percent was lost if you toggle the 'Show Totals' field.
85	On ResvQuik & ResvTrip, save the From Zone and To Zone on the ResvTrip table when the City, Zip, or Address Type are changed. These will then be copied to the InvcTrip so you can print Sales Summaries by From & To Zone.
86	New fields on 'Your Company' to control what is included when you email a Trip Confirmation. The 'Trip Charges' option will print the charges exactly as they would appear on a trip ticket. The 'Credit Card Info' will always mask all but the last 4 digits of the credit card number, regardless of whether the 'Mask on Trip Ticket' button is pressed, since you never want to send a credit card in an unsecured internet email. The 'Directions' will print the From & To Directions, if they exist. The 'Special Instructions' will print the passenger's and customer's instructions, if they exist. Also, added the Passenger Count, Return To Pickup, and Outbound/Return Reservation fields to the confirmation.
87	On Reserv & ResvQuik & Dispatch, don't let an inactive Driver or Vehicle be assigned to a trip.
88	On ResvQuik & ResvTrip, make sure each segment checks if a flight is late or early & if so, change the time to red. Also fixed ResvQuik so that it will update the flight table for multi-segment trips.
89	On Aged Invoices report (and others), fixed bug if you tried to set a field 'Not Equal To' a value.
90	New Reports menu option for 'All Notes', allowing you to print Customer, Agent, and/or Passenger notes for a given date range. The Notes can be printed in a List format or as Mailing Labels. Note that both formats will print in the same sequence: by Note Type, Date, then Customer/Agent/Passenger Number so the labels can easily be matched to the list. Be aware, however, that if you print Passenger notes, and a Passenger has more than one address flagged as 'Print Labels', you will get multiple labels for them.
91	On 'View All Notes' form, added new button to 'Update Past Yearly & Monthly Notes'. This button will change any Customer, Agent, or Passenger Note that occurred in the past to a future date if its Note Type is flagged as Monthly or Yearly. For example, if you have a Birthday note type setup as yearly, and you've entered in a Birthday for someone of '12/4/2001', pressing the button will change the note's date to '12/4/2004'.
92	Changed most of the forms in version 11 so that they will look better in windows XP.
93	Fix the interface to support QuickBooks Pro 2003 or 2004. Also, user can now setup Driver or Vehicle-specific accounts in QuickBooks Chart of Accounts. When naming accounts, use %VEHICLE% or %DRIVER% as placeholders that will be replaced with the invoice's vehicle or driver ID when the QB interface files (*.IIF) are created.
94	Add button to allow user to 'Create Customer' from Reservation's customer data. This can be used to convert a one-time customer into a repeat customer.
95	In Dispatch, the printed Schedule drops the last trip on a page. Also, there is a new 'compressed' option which will print the reports in 8-point font instead of 10-point to show more trips per page. Also, the Driver ID is now left-justified so it won't be clipped off the page. Also, more records on a page and 'cleaner' look.