Click Here to be taken to the Update Page
Click Here for current info on emailing from your Version 6 program as of 9/20/06
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| Date Released | Version | Changes Made |
| 2/01/08 | 6.953 | Fixed intermittent closing of done services
Cleaned up resizing for many screens
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| 12/24/07 | 6.952 | Fixed posting of receivables trying to post split when none exists
Added controls to filter posted or unposted transactions in invoice edit screens to assist
finding those that did not post
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| 11/25/07 | 6.951 | Updated HorseTrak phone numbers and other contact information. Tested all program features for glitches - none found.
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| 10/08/07 | 6.950 | Fixed horse total not including first syndicate charge
Sped up clearing of temporary file for invoicing and accounts aging report
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| 6/19/07 | 6.949 | Fixed GL Transaction report not including checking
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| 6/18/07 | 6.948 | Fixed checking posting not always posting all
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| 6/18/07 | 6.947 | Fixed split entry from modifying payables when Cancel clicked
Adjusted accounting user name displays for program levels less than deluxe
Made 'PickAnimalCust' auto-select customer for selected animal
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| 3/26/07 | 6.946 | Fixed error locating TraSyn record when deleting transactions from client screen
Added lesson transaction generation when updating lesson record
Fixed Receivables posting
Fixed disappearing classification button for checking splits
Fixed classification not assigning accounts to split when selected
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| 1/23/07 | 6.945 | Fixed 'No Records Found' error in print checking report
Fixed group lessons not deleting detail |
| 9/26/06 | 6.944 | Fixed using window envelope option not saving in invoicing
added race types file, connected to race tracks and used for percentages
added rider weight, height, and experience to rider file
Fixed rider reference number not transferring to competition (points) file
Consolidated Points file fixes for customer name, horse name, and riderref in to one routine
Added Customer Name to Receivables Export
Fixed Headings on checking payee report
Fixed P/L not running unless all checking accounts selected
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| 5/1/06 | 6.943 | Fixed duplicate tax posting to GL
Added receipts eligibility count to check unposted routine
Fixed backing out partially posted receivables when all lines do not post
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| 4/30/06 | 6.942 | Hauling Update Form add GST from customer file to Transaction file
Error checking in hauling update to make sure animal/customer selected
GL Accounts added to hauling update form/file
Added Government Tax Number to My Preferences Setup and put it on Invoices & P/L
Fixed P/L statement not filtering out "Other" classifications (i.e. GST)
Fixed unposted receivables report to properly skip truly posted invoices
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| 3/05/06 | 6.941 | Added support for 4th,5th,6th positions in race entry
Added Syndicate % on invoices
Fixed Checking import to only ask account name once
Added copy to competition records
Fixed Health Name/Date Issue
Added Default Checking Account Name during transaction entry
Added keys for faster records in horse update screen
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| 2/26/06 | 6.940 | Removed tempflag clearing in pedigree entry
Added global mouse wheel support in browse screens
Modified checking payee report to show amounts of deposits as well
changed name of checking payee report to register report
fixed copy service not always getting last or first horse to be copied to
Created 'Help' menu and moved manuals there, cleaning up opening screen
Expanded all amount fields to go to billions
Fixed pick horse screen to filter horse when customer inactive also
Fixed animal tagging to filter horses for inactive customers also
Added horse registration certificate print
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| 2/03/06 | 6.939 | Fixed check printing written amount problem
Fixed Activate so gives successful activation message
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| 1/29/06 | 6.938 | Fixed transaction cutoff date in invoicing when set to future date
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| 1/23/06 | 6.937 | Fixed customer tax category not going into transaction entry
Stopped split classification screen coming up if not splitting payment entry
Change label of button from 'Close' to 'continue' on split classification screen
Updated forms to get more complete/accurate information update from database
fixed possible duplication of balance forward messages
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| 1/11/06 | 6.936 | Add search to horse browse screen
Increased dollar amount allowed in service to 99999.99
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| 9/20/05 | 6.935 | Added print zero balance forward option
Fixed multiple finance charges
Fixed potential finance charges on wrong customer
Added multiple background capability to member certificate print
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| 9/13/05 | 6.934 | Fixed no state address line when missing business name
Broke up billing message to stop truncation
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| 9/11/05 | 6.933 | Improved new invoice routing readability
Speeded up transaction viewing/entry on customer "New Transaction" tab
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| 8/31/05 | 6.932 | Modified backup restore to fix file error preserving systems files
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| 8/15/05 | 6.931 | Made name/address entry of vendor prompt for and copy to vendor file
Modified Invoice print to use more of single page, less paper overall
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| 7/19/05 | 6.930 | Made name/address entry of vendor prompt for and copy to vendor file
added routine to copy name/address vendors to vendor file
Put current owner on pedigrees with extended animal information
Fixed current owner populate of ancestor file from horse file
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| 7/13/05 | 6.929 | Fixed group lesson change of instructor, type, etc no going to all lessons
added change detection in single lesson edit for groups and prompt to update whole group
Made screen for updating lessons within group only edit non-group info
Fixed pick horse for lessons to prevent double schedule start time of horse
stopped backup/restore of system files
removed on the fly backup on program start
Fixed chart of accounts edit creating file access errors
added pick summary account window for chart of account editing
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| 6/28/05 | 6.928 |
Fix duplication of lessons for reschedule
Group lessons by date on lesson schedule report
Add comment/note field to lesson record and schedule report
Changed lesson schedule report to landscape
Added field to show rider selecting a horse for in group lessons
Made cost and charges optional on lesson charge report
changed lesson charge report to print by time
Added tag to set attend/cancel in lessons
Added filter to lesson schedule report to not print cancelled lessons
Fixed chart of accounts browse for proper access checking in Deluxe
Made it so client pick not required in breeding records
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| 6/4/05 | 6.927 | Fixed duplicate customer key error after customer delete
re-aligned total amount on invoices |
| 5/26/05 | 6.926 | Add lesson schedule reports
added print member certificates for registry use |
| 5/25/05 | 6.925 | Fixed daily rate/pro-rate for syndicated horse owners in transaction entry
added member number and registration prefix/suffix for registry users |
| 5/11/05 | 6.924 | Fixed daily rate usage in schedule services transfer to billing
Added warnings for delete customer and horse that data will become irretrievable once deleted |
| 4/20/05 | 6.923 | Fixed reversed labels on service list GL account pick buttons
Fixed scheduled services and health copies/transfers not transferring tax and gl accounts
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| 3/20/05 | 6.922 | Integrated taxes across PO's,Payables, and Checking
Cleaned up PO, Payable, Inventory Transaction screens
Added filteres for PO #, vendors, items on various screens
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| 03/17/05 | 6.921 |
Fixed "Error opening user log" in deluxe
Returned cursor to normal for deluxe login screen
Fixed invoicing errors from animal list
Change U - X tab in client browse to V - X
Began incorporating taxes to PO's, Payables
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| 03/02/05 | 6.920 | Changed health browse sort tabs
modify breeding so can see dates on season side and more on activity side
Added pre-printed check option for check at top, 2 stub format
Removed client name on animal info reports for Basic Program Level
Fixed demo not allowing stallion service record inserts
modified stallion service/collection browses with tabs to view more at once
fixed unable to view animal picture with long folder/picture name
fixed unable to print picture on pedigree with long folder/picture name
Added Season filter to breeding browse window enabling browsing all mares in season
fixed monthly transfer to look at scheduled service record "trans with monthly" field first
Expanded hay, suppliment, and grain fields
Fixed payable total changing on updates
improved PO entry/receipt/inventory/payables interactions
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| 02/01/05 | 6.919 | skipped |
| 11/15/04 | 6.918 | Fixed default classification build routine for insurance- liability and travel - gasoline
Re-arranged training screen to select type training before instructor
Fix next number build for training reference number
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| 10/25/04 | 6.917 | Stopped animal form from clearing current customer on exit
Fixed owner name on animal information print out
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| 10/21/04 | 6.916 | Sorted health records on animal information screen by date
Added messages for errors encountered during pedigree save
Added sex filter to pedigree ancestor lookup
Fixed not updating all instances of ancestor in pedigree when occurs more than once
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| 10/14/04 | 6.915 |
Made add health record use horse name and number on appointment |
| 9/9/04 | 6.914 | Added vertical scroll to resources journal allowing more text entry
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| 8/22/04 | 6.913 | Fixed copy health truncating service to 20 characters |
| 8/17/04 | 6.912 | Added Mare Due Date Report
Fixed sindication adding 0% owner
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| 8/03/04 | 6.911 | Fixed about screen readability |
7/19/04 | 6.91 |
Made ancestor import check for duplicate names
made ancestor import maintain numeric pedigree links
stopped check for temp client in ancestor import
Added active/inactive filter to horse export
Added name filter to horse export
Added multiple sort orders to horse export
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| 7/12/04 | 6.90 | Stopped transaction editing from repeating "x days" in prorated transaction description
Number of days updated in (x days) description updated after edit
Ability to calculate pro-ratia on user entered total amount
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| 7/9/04 | 6.89 | Fixed scheduled service reminder not exiting at end of file
Made tax records retain horse name on generated transaction
Stopped re-invoicing from recharging sales taxes
stopped edit of transaction from clearing horse name if not found in file (free form typed)
Cleared horse totals across customers when printing syndicated charges on invoices
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| 7/8/04 | 6.88 | Stopped scheduled service reminders from adding back to service list
Corrected next number generator in stallion service records.
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| 7/07/04 | 6.87 | Made training transfer to billing use syndication percentages
Cleared stallion service records when inserting new
Enabled posting checking instead of payables for expense accounting
Added ability to "unpost" entire batch or single transaction
Fixed ancestor update showing sire side grand dam instead of actual dam
Cleaned up "scheduled" hard coding in "type to show"
expanded health service fields
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| <6/29/04 | 6.86 | Removed hard coding of "scheduled" from type to show
Removed adding services back to service list during monthly transfer and "to do" list print
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| 6/24/04 | 6.85 | Made scheduled service copy populate client name field
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| 6/23/04 | 6.84 | Modified chart of accounts for more detail
Added to default service list
added to default classification list
expaned service types
assigned GL accounts to services
assigned GL accounts to classifications
put progress bars in first time start up file builds so user not looking at just a wait cursor
added income/expense/other filter to classification pick
added asset/liability/equity/revenue/expense/summary/detail filters
to chart of accounts browse
Fixed pick animal by customer so that is sex sensitive (i.e. not showing geldings when choosing mare
Fixed filters on name & address print to stop "No Records" message
Fixed inability to change checking accounts from transaction entry for payments if deposit on date already existed
added client name to transaction split default classification
Formatted upper and lower date properly on P/L statement
fixed journal entry "By Entry Date" tab
added split internal reference to checking entry
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| 6/16/04 | 6.83 |
Fixed copy health so that sorts work properly and enable routine to fix health sorts automatically after install
Add transaction splits for payments
Modified GL posting routines to utilize transaction splits for posting receivables
Revised transaction entry screen so that all prompts are incorporated in the screen
and so credits and charges field cannot be used at same time
Modified lessons to use new checking deposit routines connected to transaction splits
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| 6/11/04 | 6.82 |
Made various lesson buttons wipe out tags when complete
reformatted already billed message in lesson gen billing routing
made lesson transfer to billing propagate gl accounts and tax categories
fixed monthly schedule transfer so will not transfer if next due beyond date entered.
made invoicing and transaction cutoff dates different in billing
expanded MSG field in date and yes/no prompts.
made single date prompts use windows short format
Did setup screen for health report so only operation is setup and then tagging services if not all
made lesson payment entry ask and generate deposit if told to
combined deposit generation into single routine called from transaction entry and lessons
Fixed Performance button so popup menu works
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| 6/10/04 | 6.81 | Fixed health report for single horse broken by last update
Added Account Description to account balance browse
Fixed formatting and amount carry in gross revenue and expense reports
Fixed user defined reports carrying balances and not passing month of accounting period
Added true general ledger transaction report (crosses all journals)
Renamed existing transation report menu to General Journal Transaction report
Increased size of classify field in checking and splits
Made auto-deposit generation add client name to service for classification
Made auto-deposit propagate GL accounts to checking and splits
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| 6/7/04 | 6.80 | Enabled update of horse name in scheduled services
cleaned up basic program level input screens
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| 6/07/04 | 6.79 | revised competition screen
made "By Date" report print only the selected animal
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| 6/4/04 | 6.78 | Added search to animal pick screens |
| 6/4/04 | 6.77 | Stopped transaction entry from requiring horse number
Hid not used "pending" status on transaction entry screen
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| 6/4/04 | 6.76 | added tabs and search to animal tag routine
added start and end dates to close done services for daily rates
made start and end dates transfer to transaction file when closing services
Fixed competition browse tabs not changing sorts
added ability to tag transactions and change status and/or delete
made services, health, training, and lessons delete ask only one question
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| 6/3/04 | 6.75 |
Fixed "No invoices to print" when print zero is "Yes" and print credit is "No"
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| 6/3/04 | 6.74 |
Fixed add to health from transaction screen
Added reschedule out for group lessons
added class and score fields to competition records
added sort by date or mare name to stallion service reports
enabled all fields for competition export
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| 5/27/04 | 6.73 | Fixed health record displaying wrong horse name |
| 5/27/04/ | 6.72 |
Fix health copy to update amount and transfer to billing even if original record not marked so.
Changed date format on profit and loss to use windows short date format
Stallion service ref still coming up zero.
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| 5/26/04 | 6.71 |
Changed order of health service entry so that choosing service doesn't wipe out done by
Removed pick vendor button in health service for BuzPlus and below.
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| 5/25/04 | 6.70 | Fixed duplicate key error in rescheduling group lessons
Fixed old stallion service records having reference number of zero
fixed period selection for user defined reports
Added ability to reschedule individual lesson out a specified time period
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| 5/11/04 | 6.69 |
Fixed breeding to do list not printing activity
Re-formatted horse list report
Fixed breeding activity internal reference number
Made animal list report prompt for inactive horses or not
enabled produce button on horse list for business
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| 05/07/04 | 6.68 |
Pick Horse displays all horses in for sale area
Breeding Activity to Do report ask for upper and lower date
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| 05/03/04 | 6.67 | Updated forms definitions
Made forms "auto" populate work much better
Fixed file import to beta version 7 conflict produced by last update
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| 05/03/04 | 6.66 | Superstitiously skipped |
| 04/29/04 | 6.65 | Made delete tagged customer buttons use full delete routines
added mechanism to prevent duplicate full names in pedigree database
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| 04/28/04 | 6.64 | Fixed schedule warning for inactive horses/customers
Fixed duplicate key error for horse_ref when adding horse
Added complete delete of customer, horse and related info
Added Division to points file
Fixed printing zero balance invoices even when set to "No"
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| 04/21/04 | 6.63 |
Fixed health report for individual services
Added prompt on scheduled service form for changing upper and lower dates
Moved "Show All Date" button on scheduled service browse.
Changed default format on upper and lower dates to windows short
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| 04/09/04 | 6.61 & 6.62 | Fixed invoice printing phone number twice
Fixed liability contracts not printing
Added activation ability to demo start screen
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| 04/02/04 | 6.60 | Fixed GPF when tag clients canceled in invoicing |
| 04/01/04 | 6.59 | Fixed Stallion file report to prompt for dates
Fixed lessons to separate charge and payment transaction generation
Fix handling of taxes and late charges to generate transaction
records for the above
fixed GPF when no invoices to print
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| 03/30/04 | 6.58 | Moved splash screen to display earlier
Fixed For Sale menu being removed in Business
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| 03/26/04 | 6.57 | Fixed date prompt message for stallion collection report
Removed dead code to reduce exe size
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| 03/24/04 | 6.56 | Added check of internal reference number on name address update |
| 3/10/04 | 6.55 |
Fixed invoicing balances when more than 10 invoices printed
Fixed Post To GL button on journal entry screen
Added Logged In User Name to title bar for Deluxe
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| 3/8/04 | 6.54 |
Removed "required" attribute from GL accounts on classifications
Reformatted horse health, and horse list reports
Added copy competition to multiple horses
Fixed competitions require GL accounts in Gold and Above
Added Delete to invoice browse in invoicing routines
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| 3/3/04 | 6.53 | Fixed invoicing format problem introduced by 6.50 when LetterHead graphic used |
| 3/3/04 | 6.52 | Fixed invoicing format problem introduced by 6.50 when no logo used |
| 3/3/04 | 6.51 |
Added routine to one time reconcile lesson and employee record commission percentages
Centered titles on schedule service to do by date report
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| 3/2/04 | 6.50 |
Added timed splash screen in demo
Fixed Lesson charge report
Centered titles on scheduled service report
made invoicing detect if customer messages used, and not prompt if not
If using logo file, invoicing prompt for windowed envelope
and moves logo back left if not
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| 2/27/04 | 6.49 | Changed scheduled work order prints to not filter monthly
when specific services selected for printing |
| 2/25/04 | 6.48 | Fixed schedule service to do by date report to handle hand entered
(not in list) services
Fixed lesson entry to populate instructor commision percentage from employee file
Made lesson reports look up instructor and back fill commision percentages if still at zero and percentage entered on employee record
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| 2/24/04 | 6.47 | Fixed picking scheduled service for by date to do list |
| 2/24/04 | 6.46 | Fixed error 47 - Invalid record for upgrades |
| 2/20/04 |
6.45 |
Added weight to animal record
removed dollar signs on accounting reports
Fixed forms invoice item totals alignment
In Lessons, fixed auto select of customer when customer number zero exists
Fixed unposted transactions testing for receivables
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| 2/20/04 |
6.44 |
Removed date label on transaction browse left when removed dates there.
Added Yes or no to print return address on envelopes
Added Time Units on lesson record
Added instructor cost on lessons (commision)
Added window that allows selection of Date or Horse
Sort for scheduled service to do list
Added Commision fields to employee record
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| 2/20/04 |
6.43 |
Fixed invoicing not using invoicing date
Made animal list locator step instead of incremental
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| 2/20/04 |
6.43 |
Add sort by alpha or zip to client export
Add lastmailed and lastemailed fields to client file
Changed scheduled work orders to sort by horse then date, grouping items due for horse
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| 2/20/04 |
6.41 |
Stopped building service list from transact
Removed relationship from service list to lessons, schedserv, health, and training so clean list
Added ability to delete invoices and set transactions back to "New"
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| 2/20/04 |
6.40 |
Changed activation code algorithm
Added Auto-update to full installs
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| 2/20/04 |
6.39 |
Skipped Version to 6.40
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| 2/20/04 |
6.38 |
Skipped Version to 6.40
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| 2/20/04 |
6.37 |
Basic and Expense use auto-number for auto owner generation
Fix GST and Sales Tax calculations on invoices
Fixed invoice reprint recalculating balances
Stopper aged receivables from generating transactions
Removed last name requirement in Name and Addresses
Add Label print for Names and Addresses exposed by command line
Added GL Accounts to classification and splits for checking
Attached payables to splits
Added account type filters to account balance browse
Added summary only yes/no filter to account balance browse
Fixed posting routines incorrectly adjusting credit balances
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| 02/03/04 | 6.36 |
Removed dates on transaction browse
Fixed "Pick Horse" going to chart of accounts in transaction entry
Added hidden button to rebuild horse and client from health file,
exposed by command line parameter
Expanded length of activity field in lessons
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| 01/29/04 | 6.35 |
Opened Horse Name Field on transaction entry
Added routine to get health list transferred over to service list
Added sire and dam on the horse list report
Fixed Chart of Accounts menu option
Removed Deluxe user menus from Gold
Reset tab order on transaction entry
Added Checking Import
Added retension of backup path
Addded Default backup file name of "HT" and todays date
Linked Breeding Records to produce table(hidden)
Added ability to automatically add foal to animal list(hidden)
Added auto attach of pedigree to foal entry(hidden)
Fixed Closing Scheduled Services setting count back to zero
Added ability to setup a rotating scheduled service(hidden)
Added rotating schedule service to "To Do" list(hidden)
Added rotating scheduled service to add health(hidden)
Added rotating scheduled service to billing(hidden)
Added Done/Not Done filter on horse info services tab
Re-enabled General Accounting Menu in Gold
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| 01/22/04 | 6.34 | Re-enabled hauling records in business |
| 01/21/04 | 6.33 | Added compare button to main screen
Stopped disable of date done on service entry
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| 01/14/03 | 6.32 |
Removed formating checks on employee social security number for international
Fixed registration number printing on pedigrees
Enabled smart key on classify lookup in checking
saved date for checking entry
Allowed payee selection screen to add contacts
Made tagging buttons visible on checking browse
Added buttons and routines to clear/open checks with tagging
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| 01/12/04 |
6.31 |
Fixed points import from restore to renumber the points file
Added vertical scroll bar on lesson browse from customer record
Added routine to auto-populate horse name in points file
Added points file to next number rebuild
Changed Show Inactive on Horse List so horses that are active, but have inactive
client will appear when Show Inactive is set to yes
Added Btease to next number rebuild
Fixed tabs showing in business on horse record that should not
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| 01/09/04 |
6.30 |
Changed invoicing to put business and client address
in position for standard window envelopes.
Added prompt to keep horse charges together with headings on bill by animal invoices
Optimized invoicing process speeds
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| 01/09/04 | 6.29.1 | Added Invoices folder to install files
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| 01/08/04 | 6.29 | Added Option to delete customer invoicing message when invoices print properly
Added a running/report total to the accounts receivable aging report
Stopped character truncation of names on invoices
Filter health for inactive horses
Added filter on client selection for invoicing so can show only clients with transactions
Added client name to html invoice file name
Added ability to just generate HTML invoices so user can email as attachments
Add Six Generation to business pedigree
Fix extras coming out on pedigree even if "none" is selected
.
Fix "Nothing to preveiw" on 4 and 5 generation pedigrees in landscape with borders
Fixed inability to blank check number on check entry
Added Cancelled field to lessons
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| 12/2903 | 6.28 | Added Horse Arrival and Departure Date on Horse Record
Added Arrival/Departure Dates to Horse Information Report
Added Arrival/Departure To Horse History sorted by Horse Report
Added Arrival/Departure To Horse List
Added Arrival/Departure To Vet/Insurance Report
Fixed Health list error
Fixed Transfer of Monthly Services To Exclude Inactive Horses and Inactive clients
Fixed Invoicing to not go over charge column for long names
Made it so could switch account on checking browse
Changed Unique key on checking to autonumber field
Fixed duplicate key error when changing account name on check entry
Added deposit and expense on classification default list
Made selection of classification change checking record "expense"/"income" type as appropriate
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| 12/19/2003 |
6.27 |
Moved Lessons out from under animals and put them under clients main menu
Added Hauling module with carriers, billing, and export
Hauling tab added to customer and animal records, also to main Animals menu
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| 12/17/03 |
6.26 |
Added Routine to try to restore a customer from a horse
Fixed Error preventing deleting lessons
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| 12/17/03 |
6.25 |
Made auto customer selection in lesson update more robust
Defaulted breeding activity done to "Yes", with prompt if still "Yes" and date in future
Added Animal History Report With Setup, to print all animal history in one report
Instituted service type file
Combined all services, except breeding into one list, with a type for filtering.
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| 12/11/02 |
6.24 |
Re-work invoicing one more time for better space utilization and switching between
sort by date and sort by animal
Made tag customer list in invoicing use incremental locator so can type name and find it
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| 12/11/02 |
6.23 |
Used Glo:TempDate to retain date on last transaction entry
Added prompt to make backup before updating program
Initialized Glo:TempDate to today() and Glo:TempTime to 8:00 AM
Change PrintBills routine to line up customer with invoice header
and not individual transaction
Fixed Customer Totals on Transaction history report
Cleaned up receivables menu
Optimized invoicing to make one pass through transaction file for tagging
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|
12/5/03 |
6.22 |
Modified Balance forward routing to generate 'No Activity' transaction for invoicing,
with appropriate cleanup
Added ability to tag riders to add multiple to group lesson at once
Hid pick client button in lesson update, allowing rider selection to populate client
Added Review Invoice History menu option with re-print capability
under Accounts Receivable menu
Added Horse and Employee Filters to Appointment Browse
Enhanced handling of rescheduling group lessons from appointment calendar
Fixed Duplicate Key Error when adding appointment manually
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12/4/03
| 6.21 |
Fixed inability to exit client selection when entering new horse
Fixed duplicatation of monthly services when transferring to billing
Retained Date and Start Time for individual lesson entry
Made daily rate in transaction entry enable start and end dates for prorating daily rate
Made service selection in transaction entry condition
dailyrate field for both non and dailyrate services
Changed backup file mask string to eliminate backup error on Win98 systems
Fixed client print on breeding, feed management, and transaction history
expaned foaled date field on animal list
enabled customer resize save on animal list (save to ini file)
added two way update of date and time from calendar back to originating service area
stopped disabling of start and end dates in transaction entry for pro-rate and daily rate
Monthly Service transfer handle start and end dates for daily rate services
UnTagged training records after transfer to billing or print
Change loop for training transfer from "While" to "Until"
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11/25/03
| 6.20 |
Added BuildBreedingCodes, BuildClassify, and FixClassify Routines for new installs
Added wait cursors to the fixes routing
Added Group Lessons menu option under lessons
Added Rescheduling to service list update so can auto-populate services and lessons
Add Group lesson report of instructor, lesson type, riders, and horses
Added ability to accept payment and print invoices for individual riders from group lesson
Added ability to reschedule lessons in batch with tagging from group lesson menu option
Added index to horse file for location and allow sorting by location on animal list
Group lesson reschedule interfaced with appointment calendar
Fixed duplicate key error for rescheduling individual lessons
Added lesson length in hours to individual lesson records
Added total hours to rider lessons report
Added ability to generate web pages of group lesson rider lists.
Fixed backup routing to include HTML files in execution directory (html invoices usually)
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11/20/03
| 6.19.3 |
Fixed continuous loop on logout error for Deluxe so system does not hang.
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11/19/03
| 6.19.2 |
Moved date on races run update form so isn't off right side of screen when pop-up
Changed most disabled fields to skip,readonly so type would be darker
Added filter to name and address pick screen for all, customer, vendor, employee
Added Done, Count, and units fields to lessons so can
start rescheduling lessons automatically
Added rescheduling with appointment addition to lesson entry/update
Added pick employee and pick vendor buttons to health done by entry
Added drop/combo for contact type in name address entry/update
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|
11/14/03
| 6.19 |
Added additional charges to competition entry with interface to billing
Interfaced Breeding To Health
Added daily rate to transaction, training and scheduled service
Ask about transfering zero amounts in competitions
Enabled race training in Business Plus and above
Changed page read to file read in transaction and lists on animal form
Fixed pedigree entry so writes sire and dam back to horse file,
fixing lost pedigree problem when editing horse
Added Stallion Collection Records with reporting
Fixed stallion service record not having ref number (was saving to detail file)
Fixed horse entry to pick up client name and number when entering horse from client record
redid document send extensions from client record update
Made For Sale browse sort by name on both tabs
Turned on "select" button for picking client in new horse entry
Fixed GPF when going to competitions from animal window
Fixed breeding when entered from animal window to show mare name
Fixed stallion list menu option in animal window so can't go if mare selected
Added Return Address to Envelopes
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11/03/03
| 6.18 |
Fixed shrinking logo on printed invoices
removed global address save restore to ini file fixing e-mail invoices
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10/31/03
| 6.17 |
Fixed button on opening screen when full screen
Added invoice comment on client record for custom message on printed invoices
added command line parameter (any) show pick client on animal update screen
added command line parameter (any) show pick client on the rider update
Change client name order to first then last in most routines.
Requires updating record to reverse client name
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10/29/03
| 6.16 |
Fixed breeding activity transfer to billing
Fixed opening picture so when installed on different drive still brings up the correct picture
Began mods for trainers that work with race horses
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10/23/03
| 6.15 |
Modified transaction entry so multiple payments can be combined into one deposit
Fixed pro-rating in transaction entry
Added status "Credit" for transaction file so invoiced credits can use this status
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10/23/03 | 6.14 | Fixed xfermonthly put all charges to same horse
Fixed error when deleting Horses or customers
Opened full name field in horse so not unique name required
Fixed for insurance and vet report to not overlap headings
add animal, or customer names to breeding, brood, stallion, stallion service for exports
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10/21/03 | 6.13 | Fixed transfer of monthly items to not hang on missing horseref in horsefile
XferMonthly fixed to put count in count and units in weeks
Both SchedService browses fixed to not show overdue for done services
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10/20/03 | 6.12 | Fixed EmailInvoices to not use global address list
Moved "View" button on receivable browse to not in list area
Changed View button on receivable browse action to view
Added stallion service detail with interface to billing
Changed lesson entry transaction generation so it prompts
before adding a payment (credit) transaction
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10/18/03 | 6.11 | Changed primary key on checking account so autonumber dups will not blow away history importing from old data
Added call to user setup manual as long as only one user defined in Deluxe
Added vet and vet phone to horse record
Added insurance info to horse record
Added vet and insurance report to horse list window
removed lining up customer per the horse in transaction entry
Added customer name field to horse record with process to auto-populate so can be exported
Fixed Animal For Sale report so description can print more than one line
switched service and rider in lesson transaction entry
made lesson entry optionally generate billing transaction when "OK" clicked
in lesson entry if answer "Yes" to paid for, also generates credit transaction
Fixed for sale report to sort by full name and for tagging to work
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10/8/03 | 6.10 | Fixed invoicing to properly zero out 30 day balance
(was doing under 30 when should have been 30)
Added delete invoice button to client invoicing browse screen
Fixed labels on stallion report so whole heading prints and doesn't clip characters
Fixed copy health button so it does not close the healht browse when done
Added fixTransact routing to populate horseref in transact file when name is there with no ref.
Reset Tab Order on rider list browse so that list is selected on entry
Fixed PickContact list to sort by last name, first name
added scroll and VCR controls to lessons, riders, etc screens in customer update form
Made lessons to billing put horse name in transact horsename field
and added rider with activity to transact service field
Fixed lesson browse so it shows proper billing status
Added call to BalanceForward to ReprintBills so could autocorrect aging
Fixed tagtransaction routine to put over 120 charges in correct slot (was putting it in 90 day slot)
Added over due balance amount to overdue message
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10/6/03 | 6.09 | Fixed forms manual download so that 2003 upgrade gets correct file
Added owner name and phone number to stallion service record and report
Fixed transaction entry when selecting done by to update the display screen
made lessons "Billed" status actually reflect transaction for lesson status
Fixed GPF on invoice reprint
Added show, hauling, and grooming fees to competition record with transfer to billing
Fixed animal selection in competition browse so update buttons enabled after selecting horse
Added client name to A/R list
added process to correct transactions left as pending, resets them to "New"
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9/28/03 | 6.08 | Added Cell phone to name and telephone report
Added "In Foal" yes/No to stallion and changed recalc for expected foal based on yes response
Added Stallion Service table to record more detail of stallion service, but not used yet
Fixed NewCustBal was setting invoice total to finance charge amount instead of adding
Modified transaction entry to get proper split for syndication
Fixed PickAnimalCust to show all horses for customer, even secondary syndication ones.
Fixed Report title so OK button closes window
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9/27/03 | 6.07 | Added done by and phone number to service list
added phone to schedule service record and auto add to activity in appointment
Fixed copy scheduled service to appointment
Added ability to enter report title on travel log and to do list
Hide name and address select button when not applicable
Added close button to appointment browse
fixed datebred in stallion for for calc of checkfoal and expected foal
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9/26/03 | 6.06 | fixed invoice print determine past due
fixed transaction browse to use custrefnum in stead of cus:custrefnum
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9/26/03 | 6.05 | Added Email help button to opening screen with
emailsetup.pdf including notice about AOL problems with E-Mail
Found and fixed problem with grand dam parentage in HTML pedigrees,
was saving great grand sire and dam to 4th generation not third.
Added Activation Help and HorseTrak Setup Help to main screen along with split setup downloads
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9/25/03 | 6.04 | Opened "Done By" field in transaction entry so can be anything,
but still allow select from name address
Worked in pedigree to assure saving of the pedigree when
"Done", "Print", "Save" and "Email" buttons are clicked.
Removed exclude nulls attribute from name and address full name index
Added fix name address routine to assure all name and address records have a unique number and table
Made sure all processes in NewInvoice had "Return" in TakeNoRecords
to prevent nuisance "No Records To Process" messages
Moved DelTemp routine from startup window to exit of pedigree window,
also added ClearTemp to entry of
pedigree window to clear temp ancestor flags left from version 2003. Together this prevents version 6
from deleting all ancestors added "on the fly" in 2003 version
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9/24/03 | 6.03 | Assured consistent client name handling
Improved client first horse selection and consistent horse name handling
Fixed transaction entry so horse selection only displays horses for the selected customer
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9/23/03 | 6.02 | Enabled activation code to upgrade level
Added button and process to set tagged or all horses active
made sure SyncToAncestor2 routine sets ancestors active in the copy
made sure CopyInfToAncestor routine sets ancestor active in the copy
Added routine so restores can freshen automatically
Fixed autobackup to include new critical files
Fixed lesson update so date filters work and appointment prompt only if lesson date >= today
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9/23/03
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6.01
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Added name and address print for contacts
Fixed health print so select services works
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