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Scroll from
customer to customer without leaving the customer screen, or lookup
and jump to a customer by name.
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New zip code matching
lets you skip the entry of city and state, type in the zip code, and the
city and state are automatically filled in. Or, you can fill in the city and
state and the zip code will be filled in automatically. Zip codes are also
checked to make sure that they match whatever city and state you type in.
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If
a move-in date is ahead of the current date, the unit will show as
reserved on the map and on the vacant reports.
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A
fifth color option for reserved units has been added to the map.
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During
Move-In, you can add a recurring charge such as electricity or 24
hour access.
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A
permission setting has been added to allow a user to add/edit access
codes even if they do not have full permission for the Unit Property
sheet.
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New
report – Value of Unit Contents – has been added. The move-in wizard now
includes a field for entering the value of contents, as does the
Customer Contract Property sheet. This feature can be disabled with a
setting in Options. The report includes insurance information as well as
the value as entered.
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New
report – Customer Deposits – has been added. Shows listing of all
customers and the security deposits that they have been charged.
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New
report – Customer Gender and Aging Analysis – has been added. Displays
analysis comparing age and gender. Age of customers is determined by
date of birth entry, gender is determined by the salutation (Mr., Mrs.,
etc)
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New report - Size
Statistics - has been added. Shows units by size comparing
potential to actual rent and footage occupied.
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New report -
Customers with Billing Option - has been added. Shows a list of
customers that are signed up to receive a bill.
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New report - Letters
Sent With Reference Numbers - has been added. Shows a listing
of letters sent during the selected date range that were printed with a
reference number.
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New
feature – Reminders. New option on the Favorites menu displays a list of
reminders. You can add reminders for individual customers, suppliers,
prospects, etc. Reminders are displayed on startup if any exist for the
current date.
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New
feature - Report Wizard. New option to create your own reports.
Results can be viewed, printed, or exported to Excel, HTML, or ASCII
Text. Report Wizard reports can be created based upon the Unit List
(including Active Customer information) or the Prospect list. The Report
Wizard is accessed by clicking a button on the Reports form.
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New
form – Tech Support Request. New option on the Help menu allows you to
enter your question then print or e-mail the request to HI-Tech.
Information about your system and RentPlus setup is included in the
information sent.
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Startup
- Daily Processing – displays estimated time remaining.
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Startup
– Report Queue – added column for post (zip) code. Clicking a column to
sort the list will determine the sort order of the letters. That sort
order will subsequently be saved and used automatically. Also redesigned
the layout of the buttons and show the number of items remaining to be
printed in the status bar.
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Bank
Deposit Wizard – added buttons to Mark All or Clear All. The bank
deposit reports can be automatically printed if the setting in Options
is checked.
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Automatic
Credit Card Processing – if a receipt is printed, it will include the
customer’s address.
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Customer
Refund Wizard – option to refund by cash. Also, when forfeiting a
refund, the amount can be split into rent and tax.
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Customer
Letter Wizard – the option to select or set the reference number has
been integrated into the main form rather than a popup form.
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Customer
Moveout Notification – a reminder is generated for the date the moveout
is scheduled.
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Customer Property - Contract tab - added column to display the name of
the rental plan the customer was moved in with.
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Customer Property - Added new tab called "Invoicing" which shows all of
the charges added to an account in an invoice format - useful for
regions where tax invoicing is required (e.g., VAT, GST, etc).
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Customer Property - Added new tab called "Security History" which shows
the history of activity in the security system (entries, exits, etc) for
that customer.
Currently only available for the Digitech Digi700 system and the PTI
Falcon 2000 Access Control System.
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A
new report - Security System Activity - shows all of the history
of activity in the security system for the selected date range (Digi700
and Falcon 2000 only).
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Personal or Organization Properties - on the Phone tab, you can now
highlight the customer's e-mail address and then click Send to create an
e-mail message for that customer.
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Options
– the “Language” tab has been renamed as “Regional Settings”.
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Dual
currency feature – the Payment Wizard will allow you to accept a payment
in either of two currencies. The amount due in the alternate currency is
also shown on the Customer Property sheet and on the
Receivables/Prepayment (Interactive) report and on receipts. Alternate
currency settings can be set on the Regional Settings tab in
Options.
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Business Summary report – New Enhancements - (1) includes a section that
shows the Customer Deposits: beginning balance, deposits added and
returned, and ending balance. (2) Includes a section that show unit
activity by size range (3) includes an option to include an additional
column of information that only includes the results from the last day
of the date range (so you can run, for example, today's results in one
column, and the month-to-date in the other column).
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Mailing
Labels report – include options to send labels to all customers, active
or inactive customers, prospects, and suppliers.
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Customers’
Distance to Facility report – includes area details.
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Customers’
Marketing Source report – includes area details. Also added an
additional tab that is a marketing source report for the Prospects.
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Security
System Information – requires permission setting to view access
codes.
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End-of-Day
– automatic tasks – there is a setting to bypass automatic tasks in
Options. This is often necessary in multi-user situations where you only
want one workstation to do the automatic tasks.
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End-of-Day - automatic tasks - new reports available for automatic
scheduling are the Unit Activity report and the Size Statistics report.
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End-of-day - automatic tasks - when scheduling the Business Summary you
can select the date range that will be used.
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End-of-Day
– option to download all unit data to the security system.
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End-of-Day - will create a text file - LastBackupFile.txt - that
contains the name of the latest archive file created by the End-of-Day
program (used by BackupForBusiness.com for automatic backups).
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Find
tool – redesigned the form to make it easier to find search
criteria.
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Automatic
Credit Card Processing – includes supports for Address Verification
Service, which can reduce credit card rates.
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Sales Order - if started from the Customer Folder, it will now default
to the highlighted customer rather than automatically use the
highlighted customer, so you can change the customer if necessary.
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Use
a previously used credit card for payment. When taking a payment,
right-click the credit card icon to select a credit card number from a
list of the credit cards on file for the customer.
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A
setting has been added to Options to use the same numbering sequence for
invoices for rentals and sales. Another setting in Options (Other
Settings tab) allows you to insert a letter prefix before each
number.
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A
setting has been added to Options to allow you to select the check
format used for checks that you print - either the standard check format
or the Quicken-style check format may be selected.
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If
insurance is installed, move-in will default to the standard insurance
plan instead of no insurance. A setting in Options allows you to force
it to default to no insurance.
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A
setting has been added to Options to allow you to set the default phone
types to use when moving in a new customer.
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A
setting has been added to Options to allow you to include all prices on
the Price List. If checked, all prices will be included. If not checked,
only the lowest price for each size is shown.
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A
setting has been added to Options to default the Business Summary report
to include the End-Date column. If not checked, the Business
Summary will have only one column of data.
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A
setting has been added to Letters to allow you to format all letters so
that the address is on the right hand side of the paper instead of the
left.
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A
setting has been added to Options to modify the way that tax is
calculated on sales orders. If not checked, tax is calculated as
[(quantity * price) * taxrate], if checked, tax is calculated as [(price * taxrate)
* quantity].
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Journal
Export – added option to export to SunAccounts accounting software.
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Unit
Types (self-storage, vehicle storage, parking, etc) can now be renamed.
Use Tools | Setup | Lists and select the Unit Types tab to make any
changes.
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The
Prospect Wizard now includes a list of site features that can be checked
as they are mentioned to a prospect. The list of site features can be
modified using Tools | Setup | Lists.
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The
Phone Number Wizard has been redesigned to make it easier to view the
available phone types.
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You
can create an e-mail message for a customer, prospect, or supplier
directly from the phone number page in the property sheet: highlight the
e-mail address and click Send.
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Payment
Wizard now includes a setting to not allow a user to enter a payment
above the maximum allowed payment amount unless they have been given the
authority in Permissions.
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Payout
Wizard includes an option to automatically calculate the VAT portion of
the payout.
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Rent
Increase Wizard – option to select the sort order for the rent increase
letters. The letter will also include tax on the rent, if any.
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New
menu options - Backup On-Line (file menu) and BackupForBusiness.com
(help menu). These links will take you to the BackupForBusiness.com web
site for information on backing up your data to secure servers over the
Internet.
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Added
a setting in Options to display customers’ second line of address as
code, region, city instead of normal city, region, code.
- Various
reports – include date range selected on the report and properly set
margins to support A4 paper.
- Registration Wizard - includes a place
to enter your e-mail address.
- Support for 40-column receipt printers
connected through a USB port has been added.
- Credit Card number
- when the card is masked (where '*" replace most of the numbers), the
first digit of the credit card is shown in front of the asterisks. For
example: 3*****1234
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Credit
Card Authorizations report – by default includes all customers who have
signed up for credit card authorizations and also shows the total count
of the customers in the list.
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Income
and Expenses report – properly calculates year-to-date balances for
fiscal years ending other than December.
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Payments
Received report –shows correct salesperson on details of sales
transactions.
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Automatic
Credit Card Processing – will not send swiped card data for charges.
Swiped data is sent only for transactions where the customer is present
(requirement of the credit card processing companies).
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Automatic Credit Card Authorization - correct problem where you could
not sign up a new customer for automatic payment.
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Credit Card Expiration Letter - correctly include the tax with the rent
if there is tax on the rental unit.
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Customer Letter Wizard - correct problem where letters to customers did
not show the description of the contents.
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Customer Property - correct problem where information changes were
showing multiple times.
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Journal
Entry – verifies that entry is in balance before posting.
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Plan
Wizard – Late Charge form – uses $20 as the default minimum late charge
if the California Late Law option is selected (was $10). Also
will not show the percentage of the late fee in the customer ledger
unless the percentage (not a fixed amount minimum) was used.
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General
Ledger Trial Balance report – includes only the year-to-date amounts in
the balance forward column for income and expense accounts.
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Assets and Liabilities report - correct problem with incorrect
calculation of fiscal year begin date and balances.
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Check
printing – corrects problem in display of distribution information
caused by one or more of the distribution lines being a negative
number.
-
Automatic Tasks - corrects problem
where if a task was scheduled for a particular day and the system was
never used that day, the task was not rescheduled for its next run.
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Bank Deposit Wizard - correct problem
where multiple payouts in the same day did not total properly.
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Bank Deposit Report - correct problem
of not showing all details when one or more of the salespersons have
been discontinued as users.
-
Reverse Payment Wizard - correct
problem where the original date of the payment was used as the reversal
date instead of the reversal date entered by the operator. Also, when
reversing with the "needs correction" option, will no longer do a
reversal of the credit card transaction if there is no change in the
amount or the card number.
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Transfer Unit Wizard - cancels any
notices of moveout for the vacated unit that may exist.
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Correct problem with automatic capitalization when entering names like
McGwire or O'Neal.
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Correct
problem in Resources form that prevented the Search the Internet from
working properly.
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Correct
problem in Individual and Organization Properties that did not allow
the Open Image button to work properly
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Access Control Interface - correct
problem during multiple-unit Move-in where units are connected to
different security systems where it did not properly update all of the
security systems.
