Private Lesson Business
              ezbeanssoftware.com

Release Notes

1.12  February 2011

  • Corrected owner heading on the 1 page per expense and 1 page per scheduled item reports.
  • Minor cosmetic updates.

1.11  December 2010

  • Updated financial reporting defaults to show both tax and non-tax related items.
  • Minor update to Billing Dashboard page to only show mismatched receipts and credit balances.
  • Corrected owner heading on the 1 page per receipt receipt report.

1.10  April 2010

  • Added Billing Email Address to Billing Statements.
  • Added print to Outlook attachment option.
  • Minor Help and cosmetic updates.

1.9  October 2009

  • Added Print to File, Print to MS Word, and Print to MS Excel options for the print preview. This allows any report to be printed to a file.
  • Added Billing Dashboard page to provide a quick status of billable items.
  • Added flag to identify unmatched receipts to Receipts List page.
  • Change Expense, Receipt and Financial Summary reports to include records with non-current expense and receipt type names.
  • Cosmetic updates.
  • Trial period changed to 30 days.

1.8  February 2009

  • New digital certificate.
  • Added Billing History statements and reports to allow reporting on all contact activity for a date range. Broke the billing options out into two menu selections.
  • Changed Schedule Detail, Schedule List and Schedule Master pages and reports to allow Contact Types of Vendor, Personal and Other.
  • Changed sort order on Billing reports and statements to use Sort Name instead of Billing Name.
  • Changed Contacts Detail page to emphasize Contact Types and to hide some fields based on type.
  • Changed Schedule List, Receipts List and Expenses List pages to reduce the possibility of user errors on Contact ID changes.
  • Added more information to Help.
  • Trial period changed to 14 days.

1.7  April 2008

  • Added Financial Summary reports.
  • Added Partial Payment option on Receipts Detail page.
  • Added Preferences page with options for email buttons and schedule-base billing rules bypass.
  • Added mileage to Schedule List, Expense List and Receipt List pages.
  • Added mileage to Schedule by Location report, removed billable and paid flags.
  • Added mileage to Expenses by Contact report, removed Tax Purpose field.
  • Added mileage to Receipts by Contact report, removed Tax Purpose field.
  • Added visible Email buttons to Contact List and Contact Detail pages. Invisible email buttons added to Receipt, Expense and Schedule Detail pages (visible when feature is enabled).
  • Added previous day, week, month and year buttons to Schedule, Revenue, Expense and Mileage Report Selection pages.
  • Added day of week to all schedule reports.
  • Added Help button to all menu pages.
  • Standardized behavior of enter key on Owner Detail, Contact Detail, Contact List pages.
  • Updated Contact Type selection options on Master Schedule Report Selection and Lesson Log Selection pages.
  • Updated tab order on Master Schedule List, Owner Detail pages.
  • Updated sort order on contacts drop down boxes.


1.6  November 2007 - Initial public release