WinTOTAL Billing Alpha (v5) - December 22 Update

Billing PowerView

• Drop-down boxes to filter by client or appraiser in Invoices and Accounting do not stay open. (21248)
• The format of all reports is much improved. (20764)
• Company and contact names are no longer cut off in the filter drop-downs. (21292)
• Billing Statement of Accounts report sometimes renders duplicates. (20941)
• When changing the invoice styles, all the data from the invoice is removed. (21397)
• Custom reports always show 2 calendar icons no matter the filter criteria. (21000)
• Menu bar shortcut keys do not work in Billing PowerView. (21174)
• Pay employees and Enter Client Payments cannot handle invoice addresses that wrap to a second line. (21364)
• Less than 30 days past due filter is showing invioces listed in Due Today. (22036)
• Billing Statement of Accounts report would sometimes throw an error with specific filters applied. (22059)
• Current Workload by Appraiser report never returns any results. (22064)
• Current Workload by Client report never returns any results. (22065)
• Work Volume by Lender report never returns any results. (22074)
• Total Fees Paid to Supervisors report shows invoices that are not assigned a supervisor. (22116)
• Turnaround Time by Client report shows reports with no turnaround time. (22119)
• Turnaround Time by Lender report shows reports with no turnaround time. (22121)

Comps Side-by-side

• The CTRL + arrow key shortcut now defaults to moving to the next field.  This matches the default setting on the Forms PowerView. (21668)

Contacts

• An All view has been added to view all of your companies and contacts in one place.  Also, in this view you can group contacts by name, company, or contact information. (21400)
• Clicking the plus sign to expand a company contact and quickly clicking again to close it will no longer cause the Contact Details window to open. (16696)
• Double-clicking the column heading for phone numbers now properly sizes that column. (16878)
• Entering an invalid phone number will no longer prevent you from being able to cancel changes and close the Contact Detail window. (18595)
• Searching for e-mail addresses and phone numbers has been improved and is more reliable. (17156)
• The cursor is now placed in the e-mail field if an invalid e-mail address is detected when saving a contact. (18367)
• The setting to specify whether the company address or contact address is shown in reports is now preserved when syncing contacts with your XSite. (15992)
• The sort setting for companies is now preserved. (18009)
• The state field now only allows two characters to be entered.  This prevents errors saving and syncing with an XSite. (19342)
• When creating a new contact and associating it to a company, if the option to use the company address is selected the company's address is now shown instead of the contact's. (18904)
• When using the letters to filter your contacts the first contact is now selected and highlighted. (17129)
• When creating contacts associated to companies, the fields at the bottom of the Contact Details window are no longer cut off. (21519)
• When resizing the Contacts PowerView if all of the buttons on the toolbar cannot be displayed an arrow with, a drop-down is now shown to access the hidden buttons. (20890)
• The ability to filter by specific letters has been restored. (20595)

E&O

• An issue has been fixed which could cause an incorrect warning stating net adjustments are incorrect to be shown when the correct numbers are on the form. (16297)

General

• A rare scenario that could prevent new QuickLists from being saved correctly after swapping major forms has been fixed. (20795)
• An issue has been fixed which could cause certain older WinTOTAL reports from Athena and Olympus to not open correctly in Aurora. (20415)
• The proper PowerView is now displayed at the bottom of WinTOTAL immediately after opening a report. (20090)
• The current state for the printing option "Optimize sketch printing for HP DeskJet's." is now shown when opening printer setup.  Previously, this setting always showed disabled in the setup screen. (17342)

Image Optimizer

• Checking and then immediately unchecking the equalize brightness setting no longer causes previous optimizations to be lost. (20152)
• If you make changes to image size or colors, and then select "Keep current size" and "No Change" the current size will show the correct size and match the original size. (16643)
• Restoring an image while on the Enhance tab no longer causes a "Run-time error 5."  (20214) Beta Only
• Changes made to the image detail setting are now immediately shown the preview.  (10245)
• When opening compressed images, the correct file size is shown as the original image size. (14745)
• Right-clicking on an image in the Images on disk view and adding the photo to a form no longer causes a message to be shown stating "Photo file was not found in database." (20178) Beta only

Order PowerView

• Certain auto-number sequences could get reset incorrectly when passing a certain threshold.  This will no longer occur. (13035)
• The parenthesis and hyphens are now shown correctly on the order form for contacts that have been synced with an XSite. (19271)
• The Recent Response comments for the Report Description field are now available immediately after starting a new report. (5058)
• An issue has been resolved which could cause the Title and Suffix drop-down lists to be blank when adding contacts from the order form. (17571)
• Searching for contacts by first or last name will now return the correct entries.  (8498)
• When searching for contacts in the order form, only contacts that are the same type as the field you are in are shown. (18378)
• When selecting a file to merge, the Billing column shows true or false instead of the Billing icon. (21428)

Sketch PowerView

• When returning from a sketch program, WinTOTAL is given focus so you don't have to click on it to resume work. (19738)

WinTOTAL Configuration Utility

• Changes made to the default data font are now properly applied to new addenda. (18181)

Forms - Updated Navigation (US)

• Building Area Addendum (21099)
• Commercial [Digital/Small] Comparable Photos [Minimal] (21330)
• Cooperative Project Addendum [03/05][Addendum to 1004C] (21108)
• Cover Page [Digital/Large Photo w/gray border and header] (21274)
• Cover Page [Digital/Large Photo w/gray border] (21268)
• Cover Page [Digital/Large Photo w/gray border][Ltr][Client] (21269)
• Cover Page [Digital/Large Photo w/line border and header] (21272)
• Cover Page [Digital/Large Photo w/line border and Logo] (21273)
• Cover Page [Digital/Large Photo w/line border Ltr] (21267)
• Cover Page [Digital/Large Photo w/line border] (21264)
• Cover Page [Digital/Large Photo w/line border][Ltr][Client] (21266)
• Cover Page [Line border] (21275)
• Cover Page [No border] (21270)
• Cover Page [No border][Ltr][Client] (21271)
• Cover Page [w/logo] (21277)
• Cover Page [w/Logo][both sigs.] (21256)
• FIRREA/USPAP Addendum (21084)
• FIRREA/USPAP Addendum [2006][Lgl] (21086)
• Letter of Transmittal [Automatic Lgl w/sup sig] (21249)
• Letter of Transmittal [Automatic Lgl/Long w/sup sig] (21251)
• Letter of Transmittal [Automatic Lgl/Long] (21250)
• Letter of Transmittal [Automatic Lgl] (21247)
• Letter of Transmittal [Automatic Ltr][Client] (21254)
• Letter of Transmittal [Automatic w/logo Lgl] (21255)
• Marshall & Swift Square Foot Appraisal Form (Integrated) (21147)
• Photograph Addendum [2 Digital/Large Photos/Lgl] (21796)
• Recertification of Value (21110)
• Recertification of Value [01/04] (21109)
• Scope of the Appraisal [201 Departure] (21288)
• Scope of the Appraisal [w/o USPAP Departure] (21290)
• Services Invoice [Manual Ltr]  (21018)
• Services Invoice [Manual Ltr][Client] (21019)
• Statement of Assets and Liabilities [01/04] (21115)
• Statement of Assets and Liabilities [07/05]  (21116)
• Statement of Limiting Conditions [Drive-By] (21217)
• Statement of Limiting Conditions [Drive-By][Rev. 2002] (21218)
• Subject Photos [2 Digital/Large Photos/Lgl] (21795)
• Summary of Salient Features [Manual/Commercial] (21150)
• Table of Contents [Digital/Medium Photo] (21233)
• Table of Contents [Digital/Small Photo] (21231)
• Table of Contents/Cover Page (21223)
• Table of Contents/Cover Page [Dig./Med. Photo w/gray border][Ltr][Client] (21226)
• Table of Contents/Cover Page [Dig./Med. Photo w/header][Ltr][Client] (21230)
• Table of Contents/Cover Page [Dig./Med. Photo][Ltr][Client] (21228)
• Table of Contents/Cover Page [Digital/Medium Photo w/gray border] (21225)
• Table of Contents/Cover Page [Digital/Medium Photo w/header] (21229)
• Table of Contents/Cover Page [Digital/Medium Photo] (21227)
• Table of Contents/Cover Page [Ltr][Client] (21224)
• USPAP Identification [USPAP 2006][Ltr] (21282)
• [2 Digital/Large] Photograph Addendum [Ltr] (21593)
• [2 Digital/Small] Photograph Addendum [Ltr]  (21343)
• [3 Digital/Small] Comparable Photos [Ltr]
• [3 Digital/Small] Comparable Photos Interior [Ltr]
• [3 Digital/Small] Comparable Photos Minimal [Ltr] (21342)
• [3 Digital/Small] Subject Photos [Ltr] (21335)
• [3 Digital/Small] Subject Photos Interior [Ltr] (21335)
• [3 Digital/Small] Subject Photos Minimal [Ltr]  (21336)
• [3x5/Manual] Comparable Photos ## (21474)
• [3x5/Manual] Comparable Photos ## (Commercial) (21476)
• [3x5/Manual] Comparable Photos (Commercial) (21476)
• [3x5/Manual] Comparable Photos [Minimal] (21477)
• [3x5/Manual] Listings Photos ## (21817)
• [3x5/Manual] Listings Photos ## (21818)
• [3x5/Manual] Photograph Addendum (21487)
• [3x5/Manual] Photograph Addendum [Letter] (21360)
• [3x5/Manual] Rentals Photos ##  (21814)
• [3x5/Manual] Rentals Photos ## (Commercial) (21815)
• [3x5/Manual] Subject Photos (21427)
• [3x5/Manual] Subject Photos (Commercial) (21472)
• [3x5/Manual] Subject Photos [Minimal] (21473)
• [4x6/Manual] Comparable Photos ## (21589)
• [4x6/Manual] Comparable Photos ## (Commercial) (21588)
• [4x6/Manual] Comparable Photos [Minimal] (21592)
• [4x6/Manual] Listings Photos - Residential [old] (21914)
• [4x6/Manual] Listings Photos ## (21836)
• [4x6/Manual] Listings Photos ## (Commercial) (21837)
• [4x6/Manual] Photograph Addendum (21591)
• [4x6/Manual] Photograph Addendum [Letter] (21590)
• [4x6/Manual] Rentals Photos ## (21828)
• [4x6/Manual] Rentals Photos ## (Commercial) (21829)
• [4x6/Manual] Subject Photos (21586)
• [4x6/Manual] Subject Photos (Commercial) (21585)
• [4x6/Manual] Subject Photos [Minimal] (21587)
• [Digital/Large] Comparable Photos ## page (21496)
• [Digital/Large] Comparable Photos (Commercial)  (21497)
• [Digital/Large] Comparable Photos [Minimal] (21595)
• [Digital/Large] Listings Photos (21790)
• [Digital/Large] Listings Photos (Commercial) (21791)
• [Digital/Large] Photograph Addendum (21594)
• [Digital/Large] Rentals Photos (Commercial) (21785)
• [Digital/Large] Rentals Photos (Commercial) (21786)
• [Digital/Large] Subject Photos (21490)
• [Digital/Large] Subject Photos (21492)
• [Digital/Large] Subject Photos [Minimal] page (21584)
• [Digital/Medium] Comparable Photos ## page (21368)
• [Digital/Medium] Comparable Photos (Commercial)  (21369)
• [Digital/Medium] Comparable Photos [Minimal] (21371)
• [Digital/Medium] Listings Photos (21779)
• [Digital/Medium] Listings Photos (Commercial) (21780)
• [Digital/Medium] Photograph Addendum (21372)
• [Digital/Medium] Rentals Photos (21769)
• [Digital/Medium] Rentals Photos (Commercial) (21770)
• [Digital/Medium] Subject Interior Photos (Commercial) (21365)
• [Digital/Medium] Subject Interior Photos form (21361)
• [Digital/Medium] Subject Photos (Commercial) (21365)
• [Digital/Medium] Subject Photos [Minimal] page (21370)
• [Digital/Medium] Subject Photos form (21361)
• [Digital/Small] Comparable Photos ## page (21323)
• [Digital/Small] Comparable Photos ## page (21353)
• [Digital/Small] Comparable Photos (21382)
• [Digital/Small] Comparable Photos [Minimal] (21330)
• [Digital/Small] Comparable Photos Interior ## page
• [Digital/Small] Comparable Photos Interior ## page (21353)
• [Digital/Small] Listings Photos (21767)
• [Digital/Small] Listings Photos (Commercial) (21768)
• [Digital/Small] Photograph Addendum (21344)
• [Digital/Small] Rentals Photos (21764)
• [Digital/Small] Rentals Photos (21765)
• [Digital/Small] Subject Photos (Commercial) (21321)
• [Digital/Small] Subject Photos [Minimal] page (21328)
• [Digital/Small] Subject Photos Interior (Commercial) (21321)
• [Digital/Small] Subject Photos Interior page (21318)
• [Digital/Small] Subject Photos Interior page (21348)
• [Digital/Small] Subject Photos page (21318)
• [Digital/Small] Subject Photos page (21348)
• [Portrait Digital/Medium] Photograph Addendum  (21793)
• [Portrait Digital/Medium] Subject Photos form (21792)

Forms - Updated (US)

• Building Area Addendum [AIC 2004] (21100)
• Certification & Statement of Limiting Conditions - Bank of Nova Scotia (21300)
• Certification & Statement of Limiting Conditions (21283)
• Digital/Medium] Rentals Photos (21715)
• Schedule A [601] (21296)
• Scope of the Appraisal [201 Departure] - Bank of Nova Scotia (21298)
• Square Foot Appraisal Form 1007 [Lgl Digital] (22028)
• Square Foot Appraisal Form 1007 [Ltr Digital] (22027)
• Summary of Salient Features - Bank of Nova Scotia (21098)
• Summary of Salient Features [AIC 2004] (21097)
• Summary of Salient Features [old] (21096)
• Supplemental Addendum [Single-page][AIC 2004]   (21285)
• Supplemental Addendum [Single-page][old] (21286)
• Table of Contents [Digital/Large Photo][AIC 2004] (21089)
• Table of Contents [Digital/Large Photo][old] (21090)
• Table of Contents [Digital/Medium Photo][AIC 2004] (21093)
• Table of Contents [Digital/Small Photo][AIC 2004] (21091)
• Table of Contents [Digital/Small Photo][old] (21092)
• Table of Contents [No Photo][AIC 2004] (21087)
• Table of Contents [No Photo][old] (21088)
• USPAP Identification - Bank of Nova Scotia (21297)
• USPAP Identification (21287)
• [3x5/Manual] Comparable Photos - Residential [old] (21870)
• [3x5/Manual] Comparable Photos [AIC 2004] (21841)
• [3x5/Manual] Comparable Photos [Minimal] - Residential [old] (21873)
• [3x5/Manual] Comparable Photos [Minimal] [AIC 2004] (21842)
• [3x5/Manual] Listings Photos - Residential [old] (21916)
• [3x5/Manual] Listings Photos [AIC 2004] (21858)
• [3x5/Manual] Photograph Addendum - Residential [old] (21875)
• [3x5/Manual] Photograph Addendum [AIC 2004] (21844)
• [3x5/Manual] Rentals Photos - Residential [old] (21913)
• [3x5/Manual] Rentals Photos [AIC 2004] (21854)
• [3x5/Manual] Subject Photos - Residential [old] (21865)
• [3x5/Manual] Subject Photos [AIC 2004] (21840)
• [4x6/Manual] Comparable Photos - Residential [old] (21885)
• [4x6/Manual] Comparable Photos (Commercial) (21884)
• [4x6/Manual] Comparable Photos [AIC 2004] (21847)
• [4x6/Manual] Comparable Photos [Minimal] - Residential [old] (21890)
• [4x6/Manual] Comparable Photos [Minimal] [AIC 2004] (21848)
• [4x6/Manual] Listings Photos [AIC 2004] (21862)
• [4x6/Manual] Photograph Addendum - Residential [old] (21891)
• [4x6/Manual] Rentals Photos - Residential [old] (21915)
• [4x6/Manual] Rentals Photos [AIC 2004] (21860)
• [4x6/Manual] Subject Photos - Residential [old] (21876)
• [4x6/Manual] Subject Photos [AIC 2004] (21845)
• [Digital/Large] Comparable Photos - Residential [old] (21810)
• [Digital/Large] Comparable Photos (Commercial) (21811)
• [Digital/Large] Comparable Photos [AIC 2004] (21620)
• [Digital/Large] Comparable Photos [Minimal] - Residential [old] (21812)
• [Digital/Large] Comparable Photos [Minimal] (21628)
• [Digital/Large] Listings Photos - Residential [old] (21728)
• [Digital/Large] Listings Photos [AIC 2004] (21683)
• [Digital/Large] Photograph Addendum - Residential [old] (21813)
• [Digital/Large] Photograph Addendum [AIC 2004] (21630)
• [Digital/Large] Rentals Photos - Residential [old] (21723)
• [Digital/Large] Rentals Photos [AIC 2004]  (21679)
• [Digital/Large] Subject Photos (21617)
• [Digital/Large] Subject Photos (Commercial) (21434)
• [Digital/Large] Subject Photos form - Residential [old] (21805)
• [Digital/Medium] Comparable Photos (21611)
• [Digital/Medium] Comparable Photos (Commercial) (21430)
• [Digital/Medium] Comparable Photos [Minimal] - Residential [old] (21393)
• [Digital/Medium] Comparable Photos [Minimal] [AIC 2004] (21623)
• [Digital/Medium] Listings Photos (21716)
• [Digital/Medium] Listings Photos [AIC 2004] (21677)
• [Digital/Medium] Photograph Addendum - Residential [old] (21803)
• [Digital/Medium] Photograph Addendum [AIC 2004] (21625)
• [Digital/Medium] Rentals Photos [AIC 2004]  (21671)
• [Digital/Medium] Subject Photos (21376)
• [Digital/Medium] Subject Photos (Commercial) (21441)
• [Digital/Medium] Subject Photos [AIC 2004] (21608)
• [Digital/Medium] Subject Photos Interior (21376)
• [Digital/Small] Comparable Photos (Commercial) (21432)
• [Digital/Small] Comparable Photos [AIC 2004] (21606)
• [Digital/Small] Comparable Photos [Minimal] (21357)
• [Digital/Small] Comparable Photos [Minimal] [AIC 2004] (21607)
• [Digital/Small] Listings Photos - Residential [old] (21709)
• [Digital/Small] Listings Photos [AIC 2004] (21666)
• [Digital/Small] Photograph Addendum  (21358)
• [Digital/Small] Photograph Addendum [AIC 2004] (21622)
• [Digital/Small] Rentals Photos - Residential [old] (21697)
• [Digital/Small] Rentals Photos [AIC 2004] (21664)
• [Digital/Small] Subject Photos (Commercial) (21437)
• [Digital/Small] Subject Photos [AIC 2004] (21605)

}