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UPDATES.DOC
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1992-10-02
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* UPDATES.DOC - Business Accounting System, Revision 1.4
Revison 1.4 introduces a few new features into the BA System.
One enhancement has to do with the way sales tax is calculated and
tracked. Within the Installation screen, and the Invoice Header screen,
you may now define a separate Sales Tax Rate for both products (goods),
and services. With this feature, you can essentially calculate sales
tax at one rate for products, and at another rate for services. If
services are not deemed taxable within your geographic area, then leave
this rate as 0.000%.
Canadian users should calculate the rate for products by adding the GST
and Provincial Rates together, to yield a combined tax rate for
products, while the tax rate for services should be defined as the
current GST rate. For example, assume a GST rate of 7.0% which applies
to products (goods) and services, and a Provincial rate of 8.0% which
applies only to product sales. To configure these rates for use with the
BA System, you should define the Sales Tax Rate for Products as 15.0%
(7.0% GST + 8.0% Provincial), and the Sales Tax Rate for Services as
7.0%.
The printed invoice will disclose a Nontaxable Sales Subtotal, a Taxable
Products Subtotal, a Taxable Services Subtotal, the Sales Tax Total, and
the Invoice Total. The Sales Tax Liability Listing will also disclose
the Taxable Products Sales, Taxable Services Sales, the Product Sales
Tax Total, the Services Sales Tax Total, and the Total Sales Tax
payable.
Another new feature added to the BA is the ability to post billings for
client work-in-progress (WIP), and is accessable from the client screen
menu. WIP billings are for charges which have been incurred, but not yet
invoiced. Entry of WIP records is virtually identical to the posting of
invoice detail line items, so if you know how to post detail line items,
you already know how to utilize the WIP feature.
When you are ready to generate a client invoice at some time in the
future, the BA will automatically detect the presence of WIP postings,
and allow you to import the postings into the current invoice screen.
Once you select to import these postings, you may then perform
additional revisions to them, and/or add additional invoice line items.
Once the invoice is posted and saved, the WIP records for the client
will automatically be purged and removed from the system files. It is
perfectly acceptable if you do not wish to utilize the WIP feature of
the BA System.
If you wish, you may now have the client look-up window be automatically
invoked upon initial start-up of the BA. Refer to the README.DOC file
for specific instructions on how to accomplish this.
ASSORTED UPDATES/FIXES:
// Rev. 1.4 //
* 09/17/92 Fixed page break problem in invoice printing. Page eject was
not being issued when detail line items were void of supplemental notes.
* 09/28/92 Updated menu look for item and client screens.
* 09/28/92 Added support for client work-in-progress (WIP) as an
available menu option from the client screen menu.
* 09/28/92 Added support for unique, separate sales tax rates for item
products (goods) deemed taxable, and item services deemed taxable.
* 09/28/92 Revised menuing to incorporate submenu choices for Expense
Maintenance.
* 09/30/92 Added ability to load client look-up window upon start-up.
// Rev. 1.3 //
* 09/14/92 Fixed program error in invoice detail edit. Line item
additions were not being saved to live files when invoice line item was
added, then edited _within_ the same editing session.
// Rev. 1.2 //
* 08/18/92 Fixed program error when initiating Item Look-ups by partial
Description; item code index was always being openned regardless of
search selection criteria.
// Rev. 1.1 //
* 06/01/92 Updated to support 2 decimal places for Billing Units
pallowing user to bill on the quarter hour (i.e. 1.25 hrs.)
// Rev. 1.0 //
* 02/26/92 Fixed entry-level password; pressing [Enter] at prompt
without having defined a super-user password had gained entry.
* 05/27/92 Fixed program error resulting in abnormal termination when
voiding an invoice which has had write-off adjustments posted against
it.
* end of file UPDATES.DOC