15.15.2
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- Fixed crashing when switching between Customer tabs and then switching 'Active Customers' and 'Inactive Customers'.
- Added save XBiz AppName to library folder on MacOS.
- Fixed marketing Email Unsubscribe footer spacing.
- Fixed Coach Updates crashing on MacOS.
- Fixed Unable to use keyboard in Find filter via online class reg.
- Fixed Bulk email crash.
- Fixed OnlineClassReservations crash.
- Fixed XBiz crash on windows.
- Further fixes for delayed notifications.
- Fixed Advanced Edit Signature not pulling through correctly in OCR.
- Fixed email template font/size being altered.
- Fixed email OL/UL bullet/number marker font size not matching text.
- Added support for legacy Signature tag in existing email templates/invoices/statements.
- Fixed Edit Client sometimes causing a crash on app shutdown.
- Fixed Payments received in GoCardless but not processing off invoices.
- Fixed Statistics crash on MacOS.
- Workaround for 'Multiple' in the 'Make-Up Classes' area displaying dates with white text on white background (MacOS 10.x).
- Fixed crashing when using emailing editor.
- Fixed sync to QuickBooks (updated Quickbooks integration).
- Fixed keyboard shortcuts for the ‘Filter Options’ combo dropdown controls.
- Fixed unable to type any text in email editor.
- Fixed and enhanced email editor to allow images and text side by side.
- Fixed ‘Email Signature’ has formatting applied, but in the ‘Advanced Edit’ it’s plain text.
- Added keyboard shortcuts to change text formatting (CTRL + B U I etc) when in invoice email editor.
- Added auto hyperlink when pressing space bar in invoice email editor.
- Fixed Additional Invoice Items filter not working.
- Fixed mouse click/edit customer fields.
- Fixed positioning layout and text flow of Invoice report logo.
- Fixed Calendar not working when clicking a date.
- Fixed Crash at login when changing login details on MacOS.
- Fixed date fields not being responsive to mouse clicks.
- Fixed filters not working in Emailing & Export.
- Fixed Payments received in GoCardless but not processing off invoices.
- Fixed duplicate ampersand characters (&) in Setup > Misc > Instructor & Area Names.
- Defaulted all medical conditions to not be enabled in Registration & Portal when OCR or CP is activated.
- Added pop-up warning when xbiz user enables a medical condition in the Registration & Portal
- Increased disconnect from Xero to 60 days of inactivity.
- Fixed Emailing from Class Schedule displaying extra characters.
- Fixed crashing when emailing from MacOS.
- Fixed crashing when trying to create a new OCR profile.
- Fixed email font size on OCR enrolment emails.
- Fixed email address validation checks due to 'not enough characters'. (Very small but legal email address).
- Fixed failed payments from WorldPay not saying reason.
- Fixed emailing showing "To" field as white on MacOS.
- Fixed Customer Hub Client Link now populates (v16).
- Renamed Integrapay back as Worldpay to avoid confusion.
- Added a disconnect an account from Xero after a month of inactivity.
- Fixed email font size on OCR enrolment emails.
- Fixed XBiz crashing with 'Access Violation' due to notifications on MacOS.
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15.15.1
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- Fixed crash in email editor - when fonts have been switched.
- Email editor uses Arial font by default.
- XBiz now remembers the last used font and size, or uses the signature font instead.
- Fixed emailing from the Online Class Registration - preventing random characters from being added into the enrolment email. Trademark and copyright symbols are preserved.
- Fixed issue when copying date with and including class notes causing SwimBiz to crash.
- Fixed Invoicing emails being sent with nothing in the 'Content' if there is an image in it.
- Updated text for clarification - when merging customers from the Online Class Reg section when there are similar attributes.
- Added ability for support staff to include logging on MacOS via parameter parsing.
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15.15.0
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- The speed of selecting filters when emailing and exporting has been dramatically improved.
- Fixed issue with booking pricing in table continually adding values.
- Fixed Student progress report error in V16 on Mac.
- Customer Portal Activation Email showing Hub.
- V16 - Fixed crashing when trying to email certificates and progress reports.
- V16 - Visual layout issue - fields overlapping in OCR > General Setup.
- Invoices with GC scheduled payments allowing xbiz user to charge the invoice via card.
- Custom Domain email deliverability issues from ClassBiz.
- Fixed crash in Biz on Mac from Print Staff Schedule.
- Worldpay - Change SOAP API to REST for XBiz.
- WorldPay - eDDR forms implementation for sign up templates.
- Added version number to XBiz installer.
- Fixed typo in Edit Skill Sets.
- Email Editor upgraded to latest component version.
- V16 - Class Schedule Report no longer showing previous attendances when creating report.
- New OCR - Class List View : Venue Display Option.
- Enable OCR2>General Setup > "Title Text" for Timetable and Class List.
- Remove "Show term dates" link from Date Ranges dialog.
- 'Login History' to report correct Windows version when Windows 11 is used instead of reporting Windows 10.
- Early Payment instructions cuts off when Xero & QB is used.
- Update text in the Online Class Reg when adding a custom where there are similar attributes.
- Two factor displays invalid mobile via Cymba.
- Fixed issue with class showing blank enrollment.
- Fixed issue with removing pricing from Setup > Booking Pricing.
- Fixed unsubscribed email addresses stuck on loading.
- Cymba Portal unable to retrieve texting data due to us not storing the returned ID.
- Slowness issue doing a 'Filter Select' in the 'Emailing' area.
- Tracking Packages remain at 0 in some instances after reassigning the package.
- Fixed XBiz incorrectly caching previous account login.
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15.14.6
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- Added ability to preview, print and email customer credits.
- Added ability to export an accrual income report separated by income accounts.
- Made various improvements to text sending.
- Checking all attendances as an absence reason in bulk will now only update empty ones.
- Class Finder will now default the starting between times to the earliest and latest of all venue times.
- Fixed critical display issues on new upcoming macOS 26 Tahoe.
- Fixed various display issues in Edit Customer Refund dialog.
- Fixed issue with unsubscribed emails dialog taking too long to display in some large accounts.
- Fixed issue with age column not sorting correctly in waiting list.
- Fixed rare bug that occasionally made invoices not display on reports correctly.
- Fixed some minor issues causing errors when assigning tracking packages.
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15.14.5
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- Fixed issue with calendar selection sometimes crashing application on macOS.
- Fixed issues with deactivating date ranges causing online class registration problems.
- Made some user interface updates.
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15.14.4
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- Added ability to rotate student/staff profile images.
- Improved the loading time of the waiting list for larger accounts.
- Added 'Standard Last Updated' column to student classes export.
- Added new more reliable Cymba texting support (for UK).
- Renamed Payrix to Worldpay (AU only).
- Made some minor visual improvements to the texting dialog.
- Added access restrictions to DanceBiz trial accounts.
- Added some security improvements.
- Made some internal fixes to the way refunds are processed for ThinkSmartPay.
- Fixed issue with discount codes assigned to multiple customers not displaying correctly.
- Fixed issue with dropdown calendar year selection not working properly on some macOS versions.
- Fixed account balance customers column showing sometimes incorrectly.
- Fixed issue with recalculating discounts when discount code is removed from invoice.
- Made many other minor fixes.
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15.14.3
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- Added ability to sort columns in the class details dialog from the students area.
- Fixed urgent issue with occasional crashing on macOS when copying classes between date ranges.
- Made some very minor user interface changes.
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15.14.2
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- Fixed issues with random crashing on some macOS installations.
- Fixed issue with names sometimes not appearing in the history of recurring charges for ThinkSmartPay.
- Fixed issue with customers not being emailed after adding a recurring charge when using ThinkSmartPay.
- Made some other minor user interface fixes.
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15.14.1
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- Added 'Invoice Date' column to invoice items export.
- Fixed urgent issue with email/export filter defaulting the direct debit selection to 'None' instead of 'Any'.
- Fixed urgent issue with application crashing on some accounts after sending a text on macOS.
- Fixed issue with crashing when editing the standard name in online class registration settings.
- Fixed rare issue with invoice PDF sometimes not showing early payment discount.
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15.14.0
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- Added ability to insert student and staff profile images (used within portal and smartphone app).
- Included new ThinkSmart Hub settings (currently hidden - soon to be released).
- Added ability to multi-select venues when copying date ranges.
- Added various minor security enhancements.
- Fixed issue with application sometimes crashing when being minimised.
- Fixed issue with class/booking time defaulting to AM after editing.
- Fixed issue with texts sometimes not showing in customer communications area.
- Fixed bug with being able to delete a staff member with marked skills.
- Made a number of other minor fixes.
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15.13.2
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- Added new "Credit card has expired" and "Credit card due to expire" notifications.
- Fixed urgent issue with customer portal registration links not working for UK customers.
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15.13.1
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- Added ability to filter customers by credit card status when emailing and exporting.
- Added ability to show a tick column in clients area on customers who have a recurring charge.
- Fixed issue where casual online class registration students could be double-enrolled.
- Fixed issue with pausing a recurring charge while a find is active.
- Fixed bug with application crashing when more than 12 student columns are added.
- Fixed issue with bulk crediting students adding all students instead of results from a find.
- Fixed issue with random student being enrolled when performing a find with 'no students found' showing.
- Fixed issue with email and export filter sometimes pulling incorrect enrollments when using 'enrolled in'.
- Fixed bug with application crashing if some messages are displayed on screen for a long time.
- Fixed issue with barcode links in emails not working due to third-party barcode site being closed down.
- Made a number of other minor fixes.
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15.13.0
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- Added new ThinkSmartPay functionality (currently UK only).
- Added security improvements.
- Added ability to export all recurring invoices/charges.
- Added ability to order/sort the recurring invoices/charges table.
- Added show filter to check-in app barcodes area.
- Added ability to enter a time duration greater than 24 hours into the time-scale class pricing dialog.
- Added ability to allow mobile numbers greater than 11 digits to be entered as sender IDs.
- Fixed issue with discount codes that are applied to entire invoice not incurring GST sometimes.
- Fixed issue with holiday/closure days not being applied when classes copied.
- Fixed bug on macOS with crashing when copying of classes when 'to' date has existing classes.
- Fixed issue with replying to a customer statement email when using a custom domain emailing setup.
- Fixed issue with default email templates not allowing changes for custom domain emailing setup.
- Fixed bug with qualifications & skills not saving for newly added instructor.
- Fixed issue with crashing when viewing recipient status of an email sent to over 3,000 recipients.
- Fixed bug with table row heights not correctly displaying in tasks area.
- Fixed bug with online class registration items for sale allowing duplicate items to be added.
- Fixed issue with application freezing when filtering student tracking packages by class on day.
- Fixed issue with tracking packages not decrementing when assigning a package to a student after marking attendance.
- Fixed rare bug with customer statements not being sent properly when multiple instances of application running.
- Fixed rare issue with exclusive GST invoice not calculating properly when a negative additional invoice item is added.
- Made a number of other minor bug fixes and interface improvements.
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15.12.3
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- Added new security updates.
- Added ability to manually download application if having issues auto-updating.
- Added ability to enter a sender ID when activating texting.
- Fixed issue with statistics not including certain data on some accounts.
- Fixed issue with notifications not being immediately marked as read when performing a 'find'.
- Fixed minor issues with filtering tracking packages not working correctly.
- Fixed ordering of notifications by date & time sometimes being incorrect.
- Fixed a number of issues in the tasks area causing display and crashing issues.
- Fixed issue with some customers being able to be made inactive while a recurring charge is active.
- Made a number of other very minor interface fixes.
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15.12.2
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- Added ability to filter active, inactive and all customers/students in check-in app barcodes area.
- Fixed numerous functionality issues with the Tasks dialog.
- Fixed issues with statistics data - users will be forced to refresh their data when entering statistics area.
- Fixed issue with email templates not being allowed to be changed for custom domain setup.
- Fixed some other very minor interface issues.
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15.12.1
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- Added ability to email, export, sort and find within the Tasks area.
- Added ability to record a due date on tasks.
- Added CreditCardAuthorizationLink tag to email invoice templates.
- Improved the stability of statistics data downloading.
- Fixed issue with crashing sometimes happening when reordering items for sale.
- Fixed issue with an error sometimes appearing on macOS when large image inserted as company logo.
- Fixed issue with crashing when reactivating all customers when only one category exists.
- Fixed issue with bug report dialog appearing when connection not available on login.
- Made some other additional minor enhancements and fixes.
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15.12.0
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- Added new Items For Sale feature to online class registration setup.
- Purchased items history can be viewed via new area on the online class registration dialog.
- Added ability to see overlapping classes in staff schedule when staff can teach classes simultaneously.
- Added ability (in Zoom integration setup) to delete all Zoom meetings for the entire account.
- Added new invoice items export for paid invoices.
- Added ability to find an individual student within multiple events and sessions within the event planner.
- Multi-select custom fields are now visible in customer and student tables.
- Improved connection security.
- Made many other minor fixes and improvements.
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15.11.11
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- Improved and upgraded connection security.
- Fixed issue with invoice recycle bin not restoring checkboxed invoices properly when Find is used.
- Fixed issue with messages dialog causing crashing on macOS.
- Fixed bug with adding invoice from online class registration dialog causing refresh issue.
- Made some other minor fixes.
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15.11.10
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- Added column ordering and find function to Messaging tab in Customer Portal dialog.
- Resolved high-definition display issues on all versions of macOS.
- Fixed issue with Student Options button being disabled when first student is enrolled as temporary.
- Fixed issue with preview sometimes not generating same content as online class reg. display link.
- Fixed rare issue with 'family discounts per class' option not calculating correctly.
- Made some other very minor user interface fixes.
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15.11.9
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- Fixed issue with emails sometimes not displaying or sending correctly.
- Fixed issue with blurry screen on macOS 13 and prior (fix for masOS 14 to come soon).
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15.11.8
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- Fixed urgent issue with application not displaying correct resolution on macOS 14 Sonoma for hi-def screens.
- Added ability to filter by a specific customer when exporting invoices and receipts.
- Made some minor improvements to make-up and event planner exports.
- Fixed issue with non-English characters not displaying properly in emailing and texting section.
- Fixed issue with "(inactive)" text appearing on mailing labels.
- Made a number of other minor user interface fixes.
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15.11.7
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- Added ability to show social media icon links within the Customer Portal.
- Zoom integration has been updated to OAuth authentication.
- Fixed issue with crash that sometimes occurs when attaching to an email from a remote drive.
- Fixed issue with statistics section sometimes displaying permissions warning on Windows computers.
- Fixed issue with images in email signature occasionally not displaying correctly.
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15.11.6
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- Added ability to use email/text two-step authentication on login (Setup -> Miscellaneous-> Security).
- Improved login speed.
- Fixed issue with 'Find' entry in make-up classes dialog sometimes getting cleared.
- Fixed issue with email signatures sometimes not correctly displaying on Gmail.
- Made some other minor fixes and improvements.
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15.11.5
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- Added a new large selection of customer portal theme colors.
- Fixed some issues with filtering the display of the notifications area.
- Fixed issues with invoices sometimes not generating when enrolling into future date ranges.
- Fixed bug with 'student standard changed' notification sometimes triggering incorrectly.
- Fixed bug with display filter in tracking packages area sometimes not working correctly.
- Made some other minor user interface updates.
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15.11.4
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- Fixed issue with attendance history not displaying after a student changes classes.
- Fixed issue with invalid characters being allowed to be entered as email template names.
- Fixed minor issue with setting up a new payment gateway.
- Fixed rare issue with not allowing venues to be made inactive.
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15.11.3
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- Fixed issue with payment links on invoice reminder texts not inserting an EziPayment link properly.
- Fixed issue with discounts not calculating separate amounts per class when multiple classes are grouped.
- Fixed issue with email templates not saving the from address when using a custom mail server setup.
- Fixed issue with filtering multiple venues in waiting list.
- Fixed issue with tracking packages adjusting count when attendances are outside the package dates.
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15.11.2
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- Fixed urgent issue with payment link in invoice emails sometimes not inserting an EziPayment link correctly.
- Fixed issue with auto-emailed receipts on payment not displaying contents in sent history dialog.
- Fixed issue with cash income report and export sometimes not generating.
- Fixed issue with some invoice/receipt/payment links in emails being case sensitive.
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15.11.1
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- Fixed issue with application crashing after auto-emailing receipts after payment.
- Fixed issue with lesson formats not being ordered alphabetically in discount code area.
- Fixed issue with application crash when generating an income report and selecting no payment type.
- Fixed minor interface issue with table record lines sometimes not highlighting in Emailing area.
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15.11.0
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- Added ability to create custom email templates in the Emailing area.
- Added ability to publish messages to users in the customer portal.
- Added ability to view/save customer agreements as a PDF file.
- Added ability to show skill set notes in customer portal.
- Added ability to include the student start date on the class schedule report.
- Added ability to view an invoice from the Customers section (Outstanding Invoices dialog).
- Fixed bug with discount code history sometimes not showing customer and student names.
- Fixed rare issue on macOS causing installment count to be ignored when scheduling direct debits.
- Fixed issue with re-assigning a new tracking package not changing description on invoice.
- Fixed issue with Zoom classes becoming custom remote classes when copying classes from date ranges.
- Fixed rare issue with application crashing when assigning students to tracking packages.
- Fixed Windows issue with application crashing when showing Statistics when not an admin or power user.
- Fixed application crashing bug when emailing with no entries in waiting list.
- Fixed issue with waiting list not showing availability correctly until an entry is selected.
- Fixed issue with crashing when email window is closed after sending a direct debit activation.
- Fixed issue with editing email signature outside of advanced edit not saving.
- Fixed rare issue with multiple packages with separate discounts not working sometimes.
- Fixed issue where classes are sometimes still showing in All Venues schedule when deactivated.
- Fixed issue with schedule changing studios when All Venues is showing in schedule.
- Fixed issue with adding new classes with a venue change sometimes not checking the closure dates.
- Fixed issue with online class registration on macOS with remove button deleting multiple records on double-click.
- When copying date ranges and user is warned about deletion of classes it will only delete from selected venue if selected.
- Additional invoice items names now required to be unique.
- Made other minor fixes and improvements.
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15.10.4
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- Added ability to re-enroll make-ups and trials into a class the student is already enrolled into.
- Fixed issue with student/customer custom fields sometimes not respecting default values on schedule report.
- Fixed rare issue where unenrolling students from unpaid invoices wasn't working correctly.
- Fixed issue with expired make-up classes sometimes not allowing enrollment/unenrollment from classes.
- Fixed issue with single session make-up class enrollments showing a value of 'Multiple'.
- Fixed issue with make-up class enrollment buttons sometimes being disabled when selecting an expired entry.
- Fixed issue with being unable to add prices when using timescale pricing method on macOS.
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15.10.3
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- Added ability to have 'Gender' as a displayed field on class schedule report.
- Fixed problem with expired make-up classes being included in 'owing' counts.
- Fixed issue with some Stripe credit card charges causing 'invalid integer' errors.
- Fixed problem with being able to double-click on the Send button when emailing invoices on macOS.
- Fixed issue with student's DOB sometimes being over-written when adding from online class registration.
- Fixed issue with active/inactive date ranges showing in mixed order when checkboxing invoices.
- Fixed some issues with deleting closure dates in online bookings settings.
- Fixed issue with current & future class numbers sometimes not refreshing in Students area when searching.
- Fixed rare problem with bulk changing to customer categories feature causing customers to have no category.
- Made some other very minor fixes and improvements.
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15.10.2
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- If connected to Xero/QB the 'Deposit to' field is remembered when paying an invoice.
- Fixed issue with direct debit customers being created with no ID from online class registration.
- Fixed issue with temporary enrollments sometimes removing a make-up enrollment.
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15.10.1
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- Fixed urgent issue with some accounts not being able to activate credits for customer portal invoices feature.
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15.10.0
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- Added ability to allow credits to be added to payments of invoices in customer portal.
- Added GoCardless Instant Bank Pay integration (UK only).
- Added ability to make an online class registration profile read-only.
- Added an active/inactive filter dropdown to date range dialog.
- Added ability to create birthday notifications triggering X days before birthday.
- Added ability to bulk add/remove customers to customer categories.
- Added ability for email filter to choose students enrolled on a date or between two dates.
- Added a texting button to the 'Mobile' field when editing a booking.
- Added ability to see the recurring charges pause date and time.
- Added ability to search text in the customer refunds area.
- Fixed issue with invoices sometimes allowing payments when they are direct debit scheduled.
- Fixed issue with class pricing type name change not reflecting in class pricing setup.
- Fixed issue with GoCardless mandate not being saved for auto-enrol online class registration profiles.
- Fixed bug with saving class pricing on some macOS versions.
- Fixed issue with income report (cash basis) sometimes timing out when generating.
- Fixed some rare overbooking problems with enrolling students into classes.
- Made numerous other minor enhancements and fixes.
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15.9.8
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- Added ability to text attended students for a selected session from Edit Class dialog.
- Added ability to include a date/time stamp on class schedule report.
- Added ability to filter select students when assigning them to packages.
- Added currently running date ranges to Enrollments Not Invoiced dialog.
- Added ability to find text within the email blacklist table.
- Fixed issue with crashing when changing venues in class selection dialog on macOS.
- Fixed bug with class student limit not being checked when enrolling a permanent via student options.
- Fixed issue with account balance and payment due sometimes being displayed on receipts.
- Fixed issue with the Tasks dialog continually popping up.
- Fixed bugs with crashing in macOS when using keyboard to control dialogs.
- Made a number of other minor user interface changes and bug fixes.
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15.9.7
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- Added a filter to the waiting list for selecting a specific day.
- Added ability to allow tasks dialog to popup when there is an outstanding task for the logged in user.
- Added 'Invoice No.' column to assigned credits CSV export.
- Added option to Edit Class dialog to email students with unpaid invoices.
- Fixed issue with invoices paid in full sometimes regenerating invoices.
- Fixed issue with class finder sometimes showing an incorrect venue.
- Fixed bug with application crashing after initialising a new smartcard on macOS.
- Fixed bug with student customer field default value not sometimes showing correctly in students table.
- Fixed rare issue with discounts sometimes not calculating correctly with packages.
- Made a number of other minor interface changes and bug fixes.
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15.9.6
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- Added ability to edit the title header of online class registration.
- Added ability to edit the online class registration notification email subject.
- Fixed some issues regarding how discounts work with online class registrations.
- Fixed issues with invoices sometimes not being generated when total is less than discount code value.
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15.9.5
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- Added ability to flag invoices with four different colours.
- Made some minor statistics fixes (user will be forced to redownload stats data).
- Fixed issue with customer portal link not opening on some macOS versions.
- Fixed bug with waiting list sometimes showing no availability.
- Fixed issue with student tracking packages not updating the expiry date when no start date is set.
- Fixed issue with some fields in event planner reporting not working correctly with double-quotes.
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15.9.4
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- Added ability to add 'next enrolment date' to the class details in the customer portal.
- Fixed issue with application crashing sometimes when generating invoices on macOS.
- Fixed issue with application crashing when generating a class summary report on macOS.
- Fixed bug with discount codes customer selection showing students rather than customers.
- Fixed bug with discount codes recording usage to a pending online customer.
- Made a few other minor fixes.
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15.9.3
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- Fixed urgent issue with student names appearing instead of customer names in email/export selection.
- Fixed issue with staff names appearing blank in email/export selection.
- Fixed issue with wrong venue being displayed in a booking when viewing by All Venues.
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15.9.2
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- Added ability to integrate Igloo locking systems into online bookings.
- Signature tag has been added to email notifications.
- Added ability to switch on/off the remote (eg. Zoom) class links in the customer portal.
- Added ability to bulk re-activate inactive customers by category.
- Added ability to tick all Enabled checkboxes on online class registration settings.
- Added ability to search in the recipient status dialog within the email area.
- Fixed issue with auto-emailing of receipts not working when assigning discount credits.
- Made some other minor user interface and bug fixes.
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15.9.1
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- Fixed macOS stability issues.
- Fixed issue with error occurring sometimes when saving online booking settings.
- Fixed issue with custom fields dialog buttons remaining disabled.
- Fixed display issue with deleting a make-up class when filtering.
- Fixed issue with waiting list sometimes incorrectly showing availability.
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15.9.0
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- Added ability to create and insert discount codes and allow users to apply them to invoices before paying.
- Added ability to use a filter select when bulk adding student credits.
- Added a filter selection to the customer statements emailing area.
- User now has ability to turn on/off applying credit prompt on invoice generation.
- Added ability to include the date a student's standard was last updated in the class schedule report.
- Statistics change dates button has been added to individual pages.
- Added ability to turn the visibility of the CAPTCHA verification on/off in online class registration form.
- Added option to deactivate a direct debit pending customer.
- When deleting holiday/closure dates, the user is now prompted to re-activate the class sessions.
- Added ability to turn online bookings texting verification on/off.
- Added ability to set a maximum number of days in advance that online bookings can be done.
- Added ability to apply all email and text messages to every venue in online bookings settings.
- Make-up class export now displays the original studio of the class.
- Added ability for ThinkSmart to warn users when server maintenance is going to occur.
- References to IntegraPay have been renamed to Payrix.
- Fixed issue with staff skills sometimes not adding correctly when adding a staff member.
- Fixed issue with error sometimes displaying after marking attendances.
- Fixed issue with the student export columns sometimes being misaligned.
- Fixed rare issue with waiting list showing class availability when class is full.
- Fixed some other minor interface bugs.
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15.8.4
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- Added ability to email customers via the make-up classes dialog.
- Added checkbox filter to tasks dialog that shows only logged in user's tasks.
- Added email, phone numbers and notes to booking schedule summary export.
- When one studio exists in a venue it will now be auto-selected for classes and bookings.
- Added date of birth column to student classes export.
- Fixed issue with account balance column in customers section sometimes taking a long time to display.
- Fixed issue with direct debit status 'active' filter not working in export for Ezidebit customers (AU only).
- Made a number of other minor fixes.
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15.8.3
|
- Fixed issue with some emails not sending that contain hidden characters.
- Fixed bug with payment gateway request card email not displaying signature correctly.
- Fixed bug with payment gateway request card email not working correctly with find functionality.
- Fixed issue with invoice reminder text message payment link not working correctly.
- Fixed bug with student export custom field columns being misaligned.
- Fixed bug with emailing receipts sometimes crashing the application on macOS.
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15.8.2
|
- Fixed issue with Customers/Students export displaying incorrect columns.
- Fixed issue with notifications sometimes showing incorrect times.
- Fixed rare issue with crashing when editing skill sets.
- Made a few other minor fixes.
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15.8.1
|
- Fixed problem with application crashing in the online class registration area.
- Fixed issue with application freezing on macOS after emailing from the Edit Customer/Student dialogs.
- Fixed rare problem with students appearing in a customer category that contains no customers.
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15.8.0
|
- Added ability to allow customers to register on the waiting list via online class registration.
- Added ability to specify custom or 'not specified' genders for customers, students and staff.
- Added 'Description' field to classes and bookings.
- Added ability to add text formatting and images to email signature.
- Added ability for ThinkSmart Software to send messages to customers via DanceBiz.
- Added ability to customise the email marketing question in online class registration.
- Added ability to set a default for yes/no custom fields.
- Added ability to select a default income account for surcharges when paying invoices online.
- Added ability to find by specific text within the recurring charges area.
- Added ability to find by specific text within the payment gateway area.
- Added ability to add customer custom fields to the class schedule report.
- Added ability to allow alterations of invoices made from a booking (setting in Invoicing Setup).
- Added ability to redownload the statistics (Help -> Admin Tools -> Reset Statistics).
- Customer statements now include custom field name and value.
- Fixed issue with application crashing when generating the class schedule report on macOS.
- Fixed issue with make-up notification email tag displaying 'N/A'.
- Fixed student tracking packages dialog sometimes crashing when enrolling a student.
- Made a number of other minor bug fixes and enhancements.
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15.7.10
|
- Fixed urgent issue with application crashing when enrolling a temporary student via Students area.
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15.7.9
|
- Make-up classes dialog will now sort by date/time as a secondary sort to student name.
- Fixed issue with previous make-up classes being removed when same student is re-enrolled.
- Fixed issue with 'unable to render' message popping up on macOS after adding a tag to an email.
- Fixed problem with not allowing commas to be entered into address fields.
- Fixed problem with email receipt option sometimes not appearing when paying an invoice after enrolling.
- Fixed bug with no schedule showing when 'Show All Time Slots' is ticked after viewing a date range with no classes.
- Fixed issue with date range tabs in weekly schedule sometimes not ordering correctly after a re-order.
- Fixed problem with customer statement sometimes not formatting the customer address correctly.
- Fixed installation issues that sometimes occur on macOS 11 (Big Sur).
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|
15.7.8
|
- Fixed bug with application crash when changing charts in statistics area.
- Fixed issue with value of 1 sometimes not showing on bar charts in statistics area.
- Fixed bug with error occurring when marking an inactive staff member's task complete.
- Fixed a number of other very minor issues.
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15.7.7
|
- Made numerous fixes and speed improvements to statistics section.
- Fixed bug with crashing when double-quotes used for some fields in online class registration area.
- Fixed issue with invoice/receipt search results sometimes not sorting correctly.
- Fixed problem with emailing area crashing application on some Windows 8.1 computers.
- Fixed bug with no profile selection when 'Show full classes with different profile' is set in online class registration.
- Made some other very minor fixes.
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15.7.6
|
- Added options to set default duration times for both classes and bookings (options in Misc Settings).
- Added option to remind users if they forget to tick 'Requires payment' when adding a booking (option in Misc Settings).
- Added ability to add customer interactions when accessing from the main left menu.
- Fixed a number of other minor issues with customer interactions.
- Fixed bug with last name being displayed twice when displaying multiple invoice search results.
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15.7.5
|
- Added ability to specify a date range when emailing customer statements.
- A lost connection is now handled with an appropriate 'retry' dialog instead of the crash dialog.
- Company name is now displayed in the top/left of reports instead of 'DanceBiz'.
- Added option to QuickBooks integration to push pre/over credit payments.
- User can now add a customer interaction and select a customer when viewing from main menu.
- Added 'All Interactions' filter to customer interactions dialog.
- Fixed issue with mailing labels causing software to crash sometimes.
- Fixed bug with custom fields sometimes not being updated in Misc settings after being created.
- Fixed some minor configuration issues with emailing setup.
- Fixed problem with being able to add a credit to an invoice when invoice is locked.
- Fixed bug with application sometimes freezing after making a customer inactive on macOS.
- Made a number of other minor fixes.
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|
15.7.4
|
- Fixed urgent issue with application crashing on macOS when emailing invoices.
- Fixed issue with OAuth2 authentication error sometimes being displayed when sending emails.
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15.7.3
|
- Added ability to connect to Gmail/Microsoft email accounts via new OAuth2 standard.
- Added ability to search for a customer across all categories (Customers -> Options -> Advanced).
- A different email address and name can now be set for notifications that get sent to customers.
- Added ability to email or export customers of a particular direct debit status.
- A custom invoice is now generated when an existing invoice is not selected for scheduled DD payments.
- Fixed issue with application sometimes crashing when re-assigning a tracking package on macOS.
- Fixed bug with application crashing when removing a student from a class on macOS.
- Fixed issue with wrong venue sometimes being selected when editing a booking under 'All Venues' selection.
- Fixed bug with error being displayed when viewing customer communications emails.
- Fixed issue with error that sometimes occurred when emailing using tags that include a video link.
- Fixed issue with class table tags sometimes not populating online class registration emails.
- Made some other minor fixes.
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15.7.2
|
- Fixed urgent issue with application crashing when emailing an invoice with a custom email server.
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15.7.1
|
- When no invoice is selected when scheduling a DD payment a custom invoice will now be generated.
- Fixed issue with emailing area sometimes crashing application on macOS.
- Fixed issue with class table tags sometimes not populating on online class registration emails.
- Fixed bug with application crashing when Current/Future Class columns not being shown in students table.
- Fixed problem with connection timing out when sending an email with a custom email server.
- Fixed issue with remote class descriptions not being populated in email tags.
- Fixed other online class registration issues.
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15.7.0
|
- Online class registration web pages have new improved styling.
- Added ability to configure class email tag values (Setup -> Misc. -> Current/Future Email Class Tag).
- Added ability to configure columns in student table (Setup -> Misc. -> Student Table Columns).
- Added new statistic "New Customers Added".
- Added ability to see future date ranges in statistics area.
- Income report (cash basis) now totals entire report when filtering by income accounts.
- Added ability to add class notes to email class tag tables.
- Added ability to filter emails/exports by make-up classes.
- Make-up classes export now includes customer name and email addresses.
- Fixed issue with reprocessed direct debit failed payments not being updated.
- Fixed issue with 'school' value not updating in online class registration when using existing customer.
- Fixed issue with student search sometimes not working the first time it's used.
- Fixed rare issue with incorrect account balance showing on class schedule report.
- Made other minor fixes and improvements.
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|
15.6.8
|
- Fixed issue with attendances sometimes crashing application in some accounts.
- Fixed issue with online class registration not allowing some classes to be enrolled into on macOS.
- Fixed problem with getting security errors with custom email setups.
- Fixed issue with date of birth column on schedule report wrapping onto next line.
- Fixed issue with duration dropdown in classes and bookings not being selectable.
- Made some extra minor visual improvements.
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15.6.7
|
- DanceBiz is now compatible with macOS 11 Big Sur.
- Added integration with beeCard gift card system (UK only).
- Added ability to search the online class registration dialog tables.
- Added ability to add a direct debit (tick box) column to the class schedule report.
- Customer interactions export now includes details column.
- Added ability to have grey alternate lines in class schedule report (Setup -> Misc -> Class Schedule Report).
- Added ability to search the enrollments table in the Edit Class dialog.
- Added 'Never' option to log out idle user option.
- Fixed issue with class schedule report taking a long time to generate.
- Fixed problem with notes sometimes not being saved when adding a customer on online class registration.
- Fixed issue with Zoom integration not showing days in meeting title.
- Fixed problem with waiting list sometimes not showing students after a class is deleted.
- Fixed bug with class pricing removing data in table when accessing price types.
- Made some additional minor bug fixes.
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|
15.6.6
|
- Added an application idle timeout that requires user to re-login (timeout setting in Misc Settings -> Other).
- Fixed urgent bug with emails with tags failing to send for accounts using a thinksmartmail.com address.
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|
15.6.5
|
- Fixed urgent issue with online class registration dialog causing application crash on save.
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|
15.6.4
|
- Fixed issues with creating new email accounts with thinksmartmail.com domain.
- Fixed issue with not being able to see the email blacklist in some accounts.
- Fixed bug with online class registration occasionally indicating a class is full and not allowing enrollments.
- Fixed issue with emailing area sometimes crashing on macOS.
- Fixed issue with online class registration setup dialog occasionally causing crashing.
- Made some other minor fixes.
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|
15.6.3
|
- Viewing attendance history from Edit Class now only shows history of enrolled students.
- Fixed issue with emails occasionally being sent twice when sending more than 1000.
- Fixed issue with financial package integration crashing application when set back to 'None'.
- Made some minor security enhancements.
- Made some other minor bug fixes.
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|
15.6.2
|
- Removed ability for level 1 users to be able to email/text via enrollment finder.
- Made some improvements to the online class registration customer merging.
- Fixed problem with session counts not being updated when certain settings are adjusted in online class registration.
- Made some other minor fixes.
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|
15.6.1
|
- Fixed urgent issue with notifications reporting not working correctly on many accounts.
- Improved communication security.
- Made some other minor fixes.
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|
15.6.0
|
- Added integration with AskNicely (www.asknicely.com).
- Added option to allow unpaid online class registrations to increase enrollment count (stopping over-bookings).
- Added ability to add a recurring charge from the Edit Class dialog.
- Added ability to add students directly to the waiting list from the online class registration dialog.
- Open credits report has been added to the Reports menu in the invoicing area.
- Customer credits/refunds dialogs and reports now display customers as "(last name), (first name)".
- Added option to turn off text messaging confirmation in online bookings.
- Fixed some issues with crashing in statistics area.
- Made many other minor user interface fixes.
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15.5.2
|
- Mulitple Zoom accounts can now be configured and linked to staff.
- Fixed issue with application sometimes crashing in customer portal setup area.
- Fixed problem with notification not being cleared when removing student in students area.
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15.5.1
|
- Added '12 months from current date & time' option to 'Remote class link default expiry' setting.
- Fixed issue with backspace deleteing two characters in email editor on some accounts.
- Fixed issue with x-axis recent date range including future dates when viewing stats weekly/monthly.
- Fixed issue with error when editing colors on macOS.
- Made some other minor improvements.
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|
15.5.0
|
- Added Zoom integration allowing auto-creation of meetings for classes.
- Added new Class Attendances statistic.
- Old statistics (2019 and prior) can now be made visible (Miscellaneous Settings -> Other).
- Fixed problem with customer category filter in statistics sometimes not working correctly.
- Fixed issue with student packages occasionally not generating invoices on Macs.
- Fixed issue with error message appearing when paying an invoice and emailing a receipt.
- Fixed bug with discount credits creating negative total on invoices when tax exclusive is setup.
- Fixed undo button remaining disabled after text changes in email editor.
- Fixed problem with selecting an inactive customer in customer interactions causing an error.
- Fixed issue with tracking packages assigning incorrect income accounts to invoices.
- Fixed problem with enrollment status not refreshing after adding a student in online class reg area.
- Fixed issue with crashing when changing a instructor in schedule changes on Macs.
- Fixed issue with Xero/MYOB income export sometimes crashing.
- Fixed issue with staff work time report generating incorrectly on Macs under special circumstances.
- Made a number of other minor bug fixes and visual enhancements.
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15.4.4
|
- Added barcode email tags for customers with check-in app.
- Added ability to fit more text into custom field names.
- Attendance history report now allows filtering by attendance or absence.
- Attendance history report now allows filtering by selected students.
- Income report (cash basis) export now includes the income account.
- Application no longer relies on access to Documents folder on macOS.
- Made a number of other minor fixes and updates.
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15.4.3
|
- Added ability to set a default for remote class link expiry (Setup -> Miscellaneous -> Other).
- Added ability to copy remote class information when copying classes across date ranges.
- Fixed issue with spellcheck not working on some Mac computers.
- Fixed issue with not being able to align text properly in email editor on Windows computers.
- Made some other minor fixes.
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15.4.2
|
- Cut, copy and paste buttons have been re-added back into the email editor.
- Email class table will now include the remote class description if one exists.
- Fixed issue with attendances not being saved under certain circumstances.
- Fixed issue with apostrophe character not being represented correctly when viewing emails on macOS.
- Fixed issue with online class registration dialog sometimes crashing when adding customer.
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15.4.1
|
- Fixed urgent bug with invoices not being generated correctly on the fly from enrollments.
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15.4.0
|
- Added revamped statistics area and included new statistical data.
- Added a new emailing editor with HTML code editing.
- Added ability to mark attendances by attending students of any class instead of selected class.
- Added ability to include remote class conferencing links to classes and share them in portal and emails.
- Formatting of the output for current & future email class table tags has been improved.
- Added ability to export classes and their attributes (Export Data -> Classes).
- Added ability to allow an overdue invoice message to display in check-in app.
- Added ability to allow custom customer and student messages to appear in check-in app.
- Added option in check-in app to allow classes in the past to be found.
- SmartCards can now be overwritten with customer and student data.
- Added warning to emailing area when a class table tag is used if recipient has no students in classes.
- Added ability to export enrollments not invoiced.
- Accounts Receivable detailed report now includes option to exclude direct debit scheduled payments.
- Added ability to put a custom 3 character currency abbreviation on GoCardless scheduled payments.
- Fixed issue with new lines not displaying on invoice notes on macOS.
- Fixed bug with error displaying after adding an unsubscribed email address.
- Fixed issue with 'standard' change notifications sometimes not sending for View Class dialog.
- Fixed problem with Add Credit dialog appearing behind main window when auto-generating invoices.
- Fixed bug with not-paid currency symbol showing on class schedule report when successful direct debit.
- Fixed issue with date and time values sometimes being saved as current when adding a customer interaction.
- Fixed issue with only one notification sometimes being triggered for multiple enrollments of same student.
- Made many general user interface improvements and other minor bug fixes.
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15.3.9
|
- Improved general stability of application.
- Find function in invoicing section now allows sorting of document type and number when finding multiple.
- Fixed issue with skill set change notifications sometimes not being sent for level 1 users.
- Fixed issue with marketing email checkbox not being unchecked when a direct debit link is included.
- Fixed issue with crashing on macs sometimes when invoice item price is edited.
- Fixed issue when finding receipts occasionally causing crashing on macs.
- Fixed a number of other minor bugs.
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15.3.8
|
- Made some performance and stability improvements.
- Smartcard (NFC) options are now available on macOS.
- Fixed bug with pre-payment credit allocations duplicating in Xero.
- Fixed some issues with multi-selecting classes to enroll into.
- Fixed issue with income accounts that contain an ampersand sometimes not being saved.
- Fixed bug with color selector sometimes crashing on macOS.
- Fixed issue with booking popup hints not showing.
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15.3.7
|
- Made upgrades to the Xero and QuickBooks integrations.
- Added payment reconciliation dialog to match payments between DanceBiz and Xero/QB.
- Fixed problem with application sometimes crashing when left unattended for over 10 minutes.
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15.3.6
|
- When saving emails and texts the date/time saved is now stored and displayed.
- Added ability to insert a numerical score into a skill set for reporting.
- Improved stability of application.
- Fixed issue with customer/student fields pages in online class registration setup sometimes not working.
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15.3.5
|
- Fixed urgent bug with application crashing when selecting dates for temporary enrollments.
- Fixed bug with application crashing sometimes when editing a customer interaction.
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|
15.3.4
|
- Added ability to activate new in-development beta pre-release version of Statistics area.
- Customer Interactions dialog now shows recent entries.
- Allowed ability to access Customer Interactions dialog from the Customers section instead of just adding.
- Added ability to use the direct debit sign-up tag from invoice emails.
- Fixed bug with error when merging students on macOS.
- Fixed issue with not all areas showing sometimes when doing schedule changes.
- Fixed issue with application crashing when altering invoice items using arrow keys on macOS.
- Fixed bug with error appearing sometimes in Schedule Changes dialog on macOS.
- Fixed issue with application crashing after using tracking packages when an invoice is generated on macOS.
- Fixed issue with email attachment link not saving in valid format when attaching from networked computers.
- Fixed issue with marking attendances on slower Pentium PCs.
- Fixed minor issue with online class registration email address customer matching.
- Made other minor fixes and visual enhancements.
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15.3.3
|
- Fixed issue with user interface lagging causing issues with attendance marking.
- Fixed issue with invoices allowing discounts to be added that have scheduled debits.
- Fixed issue with additional invoice item income account not being saved when "&" character included.
- Fixed bug with users not being able to generate invoices from tracking packages dialog on macOS.
- Fixed bug with showing inactive staff causing application crash.
- Fixed problem with waiting list crashing application when age range filter is changed.
- Made some minor security updates for GoCardless integration (UK only).
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15.3.2
|
- Made some changes that disallow problematic characters to be entered as customer/student/staff names.
- Fixed issue with class counts not displaying correctly in students area.
- Fixed bug with event planner sometimes crashing on macOS.
- Fixed issue with scrollbar not appearing on new emails in the editor.
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15.3.1
|
- Fixed urgent issue with application crashing when custom invoices created on macOS.
- Fixed issue with company details dialog sometimes crashing on macOS.
- Fixed bug with application crashing sometimes in invoicing setup dialog.
- Fixed issue with daily schedule grid shifting to the left when navigating through days.
- Fixed bug with time-scale pricing invoices not generating class costs in addition to packages.
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15.3.0
|
- DanceBiz is now compatible with macOS 10.15 (64-bit).
- Added new Customer Interactions functionality.
- Student table in Customers area will now load faster when all students are showing.
- Added a customer communications history log to the customers area (Options menu).
- Added option to online class registration to allow customers to choose payment method.
- Added ability to allow columns to be sorted in staff table.
- Added ability to allow columns to be sorted in notifications table.
- Commas can now be added to the enrollment notification email for sending multiple messages.
- Fixed bug with online class registration dialog crashing when there are no schools available.
- Fixed issue with early payment discount not being correct when tax is exclusive but also turned off.
- Fixed problem with pending GoCardless customers showing in active list (UK only).
- Fixed bug with student age not displaying correctly after enrolling a student temporary.
- Fixed issue with invoices not being allowed to be edited when there are no direct debit pending charges.
- Fixed problem with auto-generated invoices not remembering credit tax setting.
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15.2.5
|
- Fixed issue with statistics section not displaying sometimes after relogging in.
- Fixed issue with customer not being re-selected after they have been added.
- Fixed bug with application crashing when ">" character is used in a table when it is sorted.
- Fixed some problems with the progress display when auto-generating invoices.
- Made some minor user interface updates.
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15.2.4
|
- Fixed bug with customer statement balance sometimes being incorrect when generating in the past.
- Fixed issue with Mobile #2 field not copying to customer when adding in online class registration.
- Fixed issue with error when adding a new location when editing a customer.
- Fixed issue with totals row on invoices sometimes not being read-only.
- Fixed problem with wrong customer being selected sometimes when searching for customer/student.
- Fixed bug with double-quote in student name causing crash when adding student in online class registration.
- Made some minor user interface updates.
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|
15.2.3
|
- Added "What's Coming?" area to the Help menu with details of upcoming features.
- Fixed bug with not being able to delete assigned credits.
- Fixed problem with processing payments to Xero when an "&" character is in an account name.
- Fixed bug with additional invoice item stock count sometimes not deducting when invoicing from enrollment.
- Fixed bug with error displaying when using the find function in the class make-ups area.
- Fixed issue with error ocurring when using a double quote when finding an invoice.
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|
15.2.2
|
- Made some further fixes and enhacements to the SCA Stripe gateway implementation.
- Fixed issue with invoice numbers not appearing in the direct debit manage customers grids.
- Made some minor user interface enhancements.
|
|
15.2.1
|
- Fixed urgent bug with application crashing when no invoices are outputted after auto-generating.
- Fixed issue with email editor sometimes crashing when doing a text alignment.
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|
15.2.0
|
- DanceBiz is now SCA (Strong Customer Authentication) PSD2 compilant for Stripe gateway.
- Added ability to make an individual class visible/invisible in online class registration.
- Added ability to choose which classes are copied over to a new date range.
- Staff work time report can now be generated for all staff.
- Added a payment link tag for Invoice Due notification.
- Event Planner now has the ability to select by temporary enrollments.
- Added ability to allow make-up classes be available based on student standard, not class standard.
- Added ability to change the 'surcharge' name in invoicing setup.
- Added a time filter to the class schedule report.
- Added ability to automatically checkbox partially paid invoices.
- Added ability to invert the checkboxed invoice selections.
- Added a column in Customer Credits for credits that have been synced to Xero.
- Added a 'from' and 'to' date selection to export invoices.
- Event Planner export now includes customer name and mobile number(s).
- Added ability to export and report on assigned credits.
- Make-up class dialog table is now sortable.
- Fixed problem with GoCardless customer matching sometimes pulling through inactive data.
- Fixed problem with connection hanging when altering a date range with thousands of classes.
- Fixed issue with GoCardless customer column showing ticks when they have only been invited.
- Fixed issue with assigning a credit from tracking package invoice displaying incorrect invoice.
- Fixed issue with bulk adding credits not allowing tax on/off to be selected.
- Fixed problem with customer statement showing a balance forward date of 01/01/1900.
- Fixed rare problem with income cash report not displaying similar transactions.
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15.1.3
|
- Added some stability improvements.
- Added 'Reg ID' field to class sessions export.
- Fixed issue with scrollbar appearing in customer fields area when editing a student.
- Fixed problem with venue notes not scrolling vertically correctly.
- Fixed issue with custom fields not ordering correctly.
- Fixed rare issue with student addresses not appearing in mailing labels.
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|
15.1.2
|
- Added ability to turn tax on/off for refunds.
- Fixed issue with invoices with old direct debit payments being unable to have credits applied.
- Fixed problem with session duration in event export being displayed as "0:00:00".
- Fixed issue with tax total always showing as zero on screen.
- Fixed problem with blank rows appearing when sorting credits table in conjunction with a find.
- Fixed issue with customer credits displaying inconsistently when changing tabs and using the find function.
- Fixed rare issue with invoice total not being rounded properly with time scale pricing.
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|
15.1.1
|
- Fixed issue with bank details sometimes being cut off the bottom of invoice.
- Fixed issue with direct debit icons sometimes not showing for scheduled invoices.
- Fixed issue with invoices with failed direct debit charges being blocked from being recharged.
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|
15.1.0
|
- Added new Android tablet check-in app for students and customers to check in to classes without staff intervention.
- Added ability to move students to different customers.
- Added ability to merge customers and students.
- Added ability to bulk assign barcodes and QR codes for check-in app.
- Added ability to remove students from classes associated with unpaid invoices.
- Added ability to set red, green and blue values from the color selector.
- Added ability to allow email addresses to be unsubscribed when editing a customer or student.
- Added ability to allow a class and its lesson format's income account to be selected in recurring charges.
- When adjusting multi and single select custom fields the values are now no longer reset.
- Skill set change notification now works with multiple skills.
- Added an option to take a payment from the direct debit failed payments table.
- Moving a session in the event planner now shifts the duration of the session with it.
- Invoices will now auto-generate when asked to enroll into future date ranges.
- Student export now includes customer custom fields.
- Staff schedule report is now forced to print with 6 columns.
- Fixed issue with staff schedule sometimes not showing an asterisk next to all temporary enrollments.
- Fixed issue with emails with images sometimes not sending correctly when using a custom email server.
- Fixed problem with absent make-up and trial enrollment counts sometimes not correct in schedule.
- Fixed problem with being unable to sometimes add a class item to an invoice.
- Fixed problem with assigned credit amount column decimal values not displaying correctly.
- Fixed 'out of memory' error when exporting invoices and receipts to PDF.
- Fixed issue with notification times sometimes not converting to location time correctly.
- Fixed issue with staff schedule report duplicating students sometimes.
- Fixed issue with corrupted emails crashing application when displayed.
- Fixed issue with instructors being in wrong order when classes are copied to other date ranges.
- Fixed issue with invoices being generated via the online class registration having incorrect dates.
- Fixed other minor interface issues and bugs.
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15.0.4
|
- Improved the Status column in the make-up classes dialog to show make-ups owing.
- Fixed bug with credit income account not being saved correctly when adding bulk credits to students.
- Fixed issue with invoices that have synced Xero/QuickBooks payments being editable.
- Fixed rare issue with students marked absent not appearing in the make-up classes dialog.
- Made some other very minor interface updates.
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|
15.0.3
|
- Sped up deleting of classes from date ranges area.
- Fixed online class registration times displaying with incorrect time zone conversion.
- Fixed problem with bulk adding invoice items not updating on Xero.
- Fixed problem with mailing labels using default location postcode when postcode option is turned off.
- Fixed issue with customer details dialog appearing empty after adding a waiting list entry.
- Fixed issue with notification times showing incorrectly when outside of default time zone.
- Made some other minor fixes.
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|
15.0.2
|
- Fixed issue with bank deposit details sometimes being cut off on the bottom of printed invoices.
- Fixed problem with bulk marking of attendances sometimes triggering an absent notification.
- Fixed issue with student absent status not updating on mouse hover.
- Fixed problem with utilisation report generating incorrectly under certain circumstances.
- Fixed problem with invoice items text sometimes displaying wrong font.
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|
15.0.1
|
- Added some changes to notifications to improve performance.
- Fixed problem with temporary enrollments not showing on variable dates classes hover-over.
- Fixed issue with print preview dialog sometimes crashing application after a search.
- Fixed issue with failed integrapay payments adding an amount higher than original.
- Fixed issue with ordering of venues in the schedule not updating properly.
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|
15.0.0
|
- Added new notifications functionality for auto-messaging customers and staff based on events.
- Added 'All Venues' button to weekly schedule venues area.
- Added ability to include private notes to invoices that are not seen by customers.
- Added ability to allow automatic enrollments from online class registration and customer portal.
- Added 'from' and 'to' date selections to financial package income export.
- Added de-selection option in filter when emailing and exporting.
- Added ability to search invoices by customer's registration ID.
- Added option when bulk adding items to invoices to make item price a percentage of invoice total.
- Added function to Edit Class dialog to troubleshoot online class registration issues.
- Added warning when deleting an open credit that has been synced with Xero.
- Added option to export agreements that have or have not been signed.
- Added ability to restrict which classes are displayed for make-up eligibility in customer portal.
- Added ability to restrict which classes are displayed for notifying absence in customer portal.
- Account time zone is now set as the default for new online class registration venues.
- Made changes to customer portal setup with new 'Make-ups & Absences' page.
- Added setting to default the enrollment type to temp when enrolling (Misc Settings -> Other).
- When a customer is cancelled on IntegraPay their payment schedule is now required to be deleted.
- Removed ability to allow class date ranges to be changed after student's invoices are generated.
- Class date range changes are now prevented if there are any enrollments into the range's classes.
- Fixed issue with students area not refreshing when switching between customer categories.
- Fixed issue with only permanent enrollments checking if vacancies are in a class.
- Fixed problem with error when double-clicking customer table with custom fields.
- Fixed problem with class limit warning not displaying in online class registration dialog.
- Fixed issue with invalid Xero income accounts on credits causing crash.
- Fixed problem with time-scale invoices with packages sometimes not display correct amounts.
- Fixed problem with class finder sometimes showing bookings with classes.
- Fixed issue with email attachments sometimes not showing on iPhones.
- Fixed issue with credit assignments on multiple invoices for same customer.
- Fixed problem with table cells outside date ranges being able to be selected in weekly schedule.
- Fixed problem with sometimes being unable to type into some invoice item fields.
- Fixed ability to write-off bad debt on an invoice with direct debit scheduled payments.
- Fixed problem with missed make-up classes being eligible for a make-up class.
- Fixed minor bug with find function in customer credits.
- Fixed issue with additional empty columns showing on staff schedule report.
- Fixed mailing labels printing alignment issue.
- Fixed issue with recurring payments showing future dates when no remaining payments exist.
- Fixed issue with new line not being inserted correctly in bank deposit details area on macOS.
- Fixed problem with 'file size too large' error sometimes happening when emailing receipts.
- Made some other minor enhancements and fixes.
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|
14.1.3
|
- Added ability to export the waiting list (option in Export Data).
- Fixed issue with wrong invoice being selected in left table when searching by invoice number.
- Fixed problem with organisation names displaying twice on invoices.
- Fixed issue with online class registration setup dialog uncheckboxing the skill sets option.
- Fixed issue with all students sometimes not showing correctly in students area.
- Fixed rare issue with inactive students sometimes not showing in waiting list.
- Made some minor internal updates to improve stability.
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|
14.1.2
|
- Improved the loading time of the customers section.
- Fixed issue with waiting list not immediately showing entries that are added with selected classes.
- Fixed problem with a hyphen appearing near the last digit of phone numbers in schedule report.
- Fixed issue with direct debit customer management area erroring if invoices section is not accessed first.
- Fixed issue with waiting list sometimes crashing when filters are active.
- Fixed rare issue with last item sometimes being missing on printed invoice.
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|
14.1.1
|
- Added ability to filter waiting list by venue, lesson format, standard and instructor.
- Added an option into customer portal settings to allow editing of student details to be turned on/off.
- Added qualification/skill active and staff active fields to staff qualifications/skills export.
- Fixed problem with waiting list sometimes showing availability when there isn't any.
- Fixed issue with availability checking on temporary enrollments sometimes not working.
- Fixed issue with emailing and exporting waiting list sometimes not working.
- Fixed bug with make-up removals counting towards class numbers.
- Fixed issue with DOB field in class schedule report showing a hyphen.
- Fixed rare issue with weekly and variable classes showing no availability when enrolling.
- Made some minor interface adjustments.
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14.1.0
|
- Added new and improved waiting list.
- Added new enrollment finder feature (Schedule -> Options -> Enrollment Finder).
- Added ability to enroll a temporary student into multiple sessions in one action.
- Added ability to view a customer's agreements (Edit Customer -> Options dropdown).
- Added ability to re-schedule failed direct debits from the manage customers area in the Failed tab.
- Added ability for each individual staff member to set favourites on the left panel.
- Added ability to print an event session list by participant.
- Added ability to show a direct debit icon alert in attendances (option in Misc Settings -> Other).
- Added ability to change a task status if accidently marked as completed.
- Added ability to remove a pending customer record from the customer portal.
- Fixed problem with decimal separator changing for some regions on macOS.
- Fixed issue with online class registration not finding classes that start the first week of a date range.
- Fixed problem with student skill set report not formatting correctly.
- Fixed problem with invoice preview sometimes not showing billing address.
- Fixed issue with Xero payment import failing if credit has been deleted.
- Fixed issue with blank pages appearing in class schedule report on staff non-working days.
- Fixed bug with customer statement credits not being correct when created date is after assigned date.
- Fixed issue with editing student standard in Edit Class dialog not refreshing on close.
- Fixed issue with discount amount being assigned to wrong item when sorting by price.
- Fixed enroll student dialog sometimes staying behind main window on macOS.
- Fixed problem with event reports not honouring the separate pages setting.
- Fixed issue with worktime report showing total of 0:00 hours.
- Fixed problem with overlapping of columns in the class schedule report.
- Fixed issue with online class registration dialog sometimes not popping up for new registrations.
- Fixed problem with ability to over-book classes with temporary enrollments.
- Fixed issue with errors after deleting the last event in the event planner.
- Fixed issue with event planner date format being wrong when changing date format in setup.
- Fixed minor issue with time cell not being highlighted in weekly schedule table.
- Made many other minor fixes and interface improvements.
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14.0.9
|
- Added message on start-up that informs user if they are running an unsupported version of Windows.
- Fixed problem with not being able to deactivate a venue if it's being used in the online class registration.
- Fixed problem with online class registration settings not being copied when doing a date range copy.
- Fixed problem with student export duplicating the email address.
- Fixed issue with application crashing when editing standards.
- Fixed problem with multi-day classes sometimes not showing on first week after copying a date range.
- Fixed issue with paid symbol sometimes not being displayed in online class registration dialog.
- Fixed issue with customer credits dialog sometimes not having a selection which causes an error.
- Fixed problem with incorrect text sometimes being highlighted when doing a customer search.
- Fixed some problems with Outcome displaying in incorrect column when printing tasks.
- Fixed issue with 'Students Per Venue' statistic sometimes not displaying currently.
- Fixed problem with being able to assign packages to inactive students.
- Fixed issue with being able to delete customer that have credits or refunds.
- Fixed some minor issues with incomplete email addresses being saved after emailing.
- Fixed minor issue with invoices sometimes not prompting for a save.
- Many other very minor fixes and interface updates.
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14.0.8
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- Improved the speed of loading the attendances panel in the schedule.
- Schedule filter will now show a dialog list with standards/lesson formats instead of the popup menu.
- Improved task printing by allowing it to now print what is currently displayed in the table.
- Fixed problem with weekly schedule table auto-scrolling down as you move between weeks.
- Fixed issue with notes entry on invoice not wrapping.
- Fixed issue with touch screen computers not showing the tabbing arrows when too many are displayed.
- Fixed problem with not being able to insert a bulk item onto invoices with a negative price.
- Fixed issue with images in emails sometimes not being sent correctly to gmail accounts.
- Fixed issue with financial package customer matching sometimes not saving.
- Fixed selection bug in additional invoice items dialog causing application to crash.
- Fixed issue with staff worktime report absence reasons not being multi-selectable.
- Fixed issue with attendance history crashing when a standard or lesson format contained an ampersand.
- Fixed issue with text not wrapping in notes of skill sets reports.
- Fixed issue with class schedule printout not adhering to line breaks on class notes.
- Fixed problem with income account dropdown sometimes being disabled when adding bulk credits.
- Fixed issue with mouse-over popups on classes sometimes not displaying line breaks properly.
- Fixed problem with deleted customer's email addresses not being removed from unsubscribed list.
- Fixed issue with make-up enrollments from online sometimes not counting absent students in check.
- Fixed issue with not being able to copy from the email view panel on Macs.
- Fixed issue with email class table tag sometimes showing 12AM instead of 12PM.
- Fixed minor issue with previewing from online class registration showing old venues.
- Fixed rare issue with backups menu displaying under exporting button on Macs.
- Fixed rare bug with Xero/QuickBooks syncing crashing application.
- Fixed rare bug in class pricing causing application to crash.
- Made lots of other minor interface updates and improvements.
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14.0.7
|
- Online class registration dialog now displays the lesson format and standard in the class information.
- Improved the speed of logging into an account.
- Made some improvements to the web update component.
- Fixed some issues with errors being displayed in the student tracking packages dialog.
- Fixed issue with online class registration agreements being doubled-up.
- Fixed issue with empty coloured cells appearing in the weekly schedule.
- Fixed bug with schedule colours sometimes not being set correctly.
- Fixed rare issue with previewing online class registration pages.
- Fixed rare bug with email/text dialog opening very slowly.
- Made some other minor bug fixes.
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14.0.6
|
- Improved the display speed of the weekly schedule.
- Fixed problem with weekly schedule being reloaded when selecting the same day in the week.
- Fixed issue with text signatures not automatically appearing on new text messages.
- Fixed problem with some of the PDF documents being generated being too large.
- Fixed rare issue with some classes appearing with grey text in the schedule.
- Made some other minor fixes and visual alterations.
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14.0.5
|
- The width of the daily schedule columns can now be reduced or expanded (Misc. Settings -> Schedule Display).
- Added ability to resize images in the email editor.
- Customer portal app company code is now displayed in setup area.
- Dropdown items in the invoicing area can now be navigated to via the keyboard.
- Added ability to sort the columns in the class finder.
- Fixed problem with stock count editboxes in additional invoice items not moving to negative numbers.
- Fixed problem with sometimes not being able to add a recurring payment.
- Fixed issue with email addresses on schedule printout including hyphens when wrapping.
- Fixed problems with vacancies and incomplete attendances schedule filters.
- Fixed problems with online class registration preview function not working correctly.
- Fixed problem with attendances not displaying at the current date instead of the first date.
- Fixed problem with UK activate now link for new customers.
- Fixed issue with Reg ID generator prompting for starting number repeatedly.
- Fixed issue with viewing invoice email when using the find function.
- Fixed issue with financial package setup crashing when no QuickBooks income accounts are found.
- Fixed rare problem with crashing when pasting from another application into the email editor.
- Fixed rare problem with not being able to open generated PDF documents in a external reader.
- Made some other minor fixes.
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14.0.4
|
- Fixed issue with email content being cut off when forwarding.
- Fixed problem with being unable to create emails due to panel appearing on top of buttons.
- Fixed issue with temporary enrollment not showing in email/text/export filter.
- Fixed problem with make-up class dialog 'View Class' link showing wrong venue.
- Fixed problem with customer statement prematurely cutting table at the bottom of the page.
- Fixed issue with asterisk not appearing sometimes for temporary students in Edit Class dialog.
- Fixed problem with email mouse pointer popup filling entire screen.
- Fixed problem with find function sometimes not working properly in emailing area.
- Fixed problem with bulk credit dialog on Macs appearing behind main window.
- Fixed issue with schedule filtering of standards not working properly.
- Fixed rare issue with enrolling from online class registration causing database error.
- Made some other minor fixes.
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14.0.3
|
- Fixed urgent issue with not being able to remove a student from the Edit Class dialog.
- Fixed rare bug with invoices not generating when certain characters are in the notes.
- Fixed issue with tags in class titles of online class registration.
- Fixed problem with Enrollments Not Invoiced function not showing on some accounts.
- Fixed issue with email content getting cut off when forwarding an email.
- Fixed issue with staff worktime report causing crash when no classes are found.
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14.0.2
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- Fixed problem with updater not allowing optional updates.
- Fixed bug with trial students appearing on wrong day of class schedule printout.
- Fixed issue with search function not working on waiting list.
- Fixed problem with reassigning packages not populating the price properly.
- Fixed problem with Schedule Changes button disappearing when editing a class.
- Fixed problems with not being able to sort the columns in online class registration dialog.
- Fixed further issue with the staff worktime report.
- Fixed problem with financial package income export taking too long to return data.
- Fixed problem with find student function not working on tracking packages dialog.
- Fixed problem with classes on schedule appearing greyed out.
- Fixed issue with extra notes not appearing on student progress report.
- Made some other minor bug fixes and interface updates.
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14.0.1
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- Changed additional invoice items assign student dialog to display 'last name, first name'.
- Fixed issue with application causing significant server slowdown problems.
- Fixed problem with students enrolled in make-up classes appearing in wrong dates on class schedule report.
- Fixed bug with staff worktime report sometimes showing the wrong total time.
- Fixed issue with application sometimes crashing when clicking 'View Class' in make-ups dialog.
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14.0.0
|
- New and improved user interface with larger text.
- New native macOS version.
- New customer portal with improved look and user interface.
- Added ability to manage staff qualifications and skills.
- Added 'Receive Payment' button to invoicing to allow payments from customers without selecting the invoice.
- Online class registration and customer portal setup dialogs have been combined and improved.
- Customer and student custom fields now viewed in new larger side panel.
- Added new and improved online class registration and customer portal agreements functionality.
- Improved selecting customers in direct debit Manage Customers section.
- Added ability to edit student details from the Student Options button in Edit Class dialog.
- Edit class and booking dialogs now allow venue selection/changes with improved studio selection.
- Added ability to see enrollments that haven't been invoiced (option in Invoicing -> Other Functions).
- Added ability to flag or unflag specific invoices to be synced to Xero/QuickBooks.
- Improved 'Miscellaneous Settings' dialog.
- Add ability to search Xero and QuickBooks customer matches for removal.
- Make-up classes dialog now shows all classes with a 'Status' column indicating the remaining count.
- Quick enroll feature will now allow adding enrollments to existing temporary enrollments.
- Customer or student exports now have the ability to filter by enrollment and include/exclude trials.
- Company details and logos have been moved to their own separate setup dialog.
- Added ability to email from a selection of email addresses (only for custom domain email setup).
- Staff schedule report now displays classes that have no instructor.
- Credits and refunds now have an individual 'include tax' flag.
- Added ability to search for text within a previewed report.
- Added ability to filter tasks by status.
- Added ability for make-up class entries to expire.
- Large numbers of venues on the schedule screen are now handled better with a scrollbar.
- Added ability to allow income report (cash) to be split into pages for each income account.
- Early payment discount amount now also appears on the remittance section of an invoice.
- Added ability to copy one online class registration/customer portal profile to another.
- Student classes can now be exported by date range.
- Staff notes are now displayed in the staff table and phone #2 field removed.
- Added 'most expensive first' order option for invoice items.
- Added ability to define class titles for display in the online class registration and customer portal pages.
- Added search facility to customer credits dialog.
- Added the ability to select which online class registration profiles can be chosen from in the customer portal.
- Invoice/receipt email content box will now resize with the dialog to give user more space.
- Email hyperlinks now auto-insert "http://" if it's not detected.
- Added ability to add new medical conditions from the Edit Student dialog.
- Added ability to export staff work time report.
- Added ability to export make-up records.
- Added ability to export validation errors from financial package sync.
- Added ability to export validation errors from Xero and QuickBooks sync history.
- Added ability to export a list of subscribed or unsubscribed email addresses.
- Added ability to assign additional invoice items to multiple classes at once.
- Recurring payments/invoices now have an include or exclude tax option.
- Unsubscribed email list now has search functionality.
- Make-ups can now be displayed in a grey colored font if expired.
- Customers can now add custom medical conditions in online class registration.
- Added the ability to send text messages from customer information dialog.
- Customer name and student reg ID fields now added to attendance history export.
- Task's Outcome column setting will now be remembered until application is closed.
- Recital Planner has been renamed to Event Planner. - Fixed some minor issues with receive payments calculator button.
- Fixed discount calculation issue with lesson formats when multiple invoice items have the same price.
- Fixed issue with online class registration not saving customer's second email address properly.
- Fixed issue with venues displaying location postcode when it should display venue postcode in venue setup.
- Fixed issue with pre/over-payment credits and early payments creating additional credits.
- Fixed some issues showing student names in customer/student export table mouse popups.
- Fixed problem with classes in inactive date ranges showing in current or future class tags in emails.
- Fixed issue with online class registration enrollment emails not filling in class tag.
- Fixed issue with class finder not navigating to staff schedule correctly.
- Fixed blank button space on left button panel's second button menu for US customers.
- Fixed issue with error appearing after double-clicking on OK button when editing custom fields.
- Fixed issues with time scale pricing invoice items showing prices when included in packages.
- Fixed rare issue with mass student deactivate feature deactivating students with current classes.
- Fixed rare EziPayment reference not found issue.
- Many other minor bug fixes and user interface improvements.
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13.4.8
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- Added message that appears on login informing user of the new version 14 preview.
- Fixed bug stopping user converting zero value invoices to receipts.
- Fixed bug that caused crashing when adding recurring charges.
- Made some minor visual alterations.
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13.4.7
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- All email class tags now display first and last session dates.
- Optimised copying of class from one date range to another.
- Added notes column to staff export.
- Fixed problem with being able to assign credits to invoices with scheduled payments.
- Fixed problem with invoices with scheduled payments being allowed to be paid off using receive payments.
- Fixed bug with recurring invoices/charges displaying the wrong currency symbol when editing or adding.
- Fixed issue with the ordering of recurring invoices/charges.
- Fixed issue with setting recurring charge on IntegraPay customer and not showing the 'Charge via' field.
- Fixed problem with IntegraPay EDDR activation if customer is already active.
- Fixed issue with IntegraPay pending customers that appear as active in the customers table.
- Made other minor bug fixes and user interface changes.
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13.4.6
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- Added option to turn on/off publishing invoices to customer portal (option in misc settings).
- Added ability to set an expiry (in days) for make-up classes.
- Added ability to allow make-up classes in customer portal expire inside/outside the class date range.
- Fixed some bugs related to publishing invoices for customer portal.
- Fixed some minor interface bugs.
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13.4.5
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- New 'Receive Payment' button added to invoices section.
- Added published flag for invoices for accounts with customer portal.
- Added ability to pause and resume scheduled recurring invoices/charges.
- Added ability to manually unsubscribe a customer or student from marketing emails.
- Now shows GoCardless customer status on recurring charges error message.
- Inactive students no longer display on current tracking packages report.
- Fixed bug with online class registration agreements when deleting a profile.
- Fixed issue with GoCardless 'activate now' pending customers not being setup properly.
- Fixed issue with Integrapay for scheduled invoice payments returning total plus fees.
- Fixed bug with customer columns sometimes not being loaded correctly into miscellaneous settings.
- Fixed issue with class schedule report crashing when displaying a small number of attendances.
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13.4.4
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- Added ability to receive email alerts when a recurring charge fails.
- Inactive lesson formats will no longer display in online class registration's lesson format selection.
- Added ability to auto-match customers for financial packages and GoCardless integrations.
- Added ability to allow online class registration pending students' medical conditions to merge with existing student data.
- Fixed bug with resetting passwords (UK only).
- Fixed issue when getting error from GoCardless when requesting mandate list for customer matching (UK only).
- Fixed issue with direct debit activation email tag for IntegraPay.
- Fixed tax rounding issue on discounted invoice items.
- Fixed bug with crash on displaying classes in attendance history with deleted staff.
- Fixed rare display issue where customer financial history did not apply a payment to correct invoice.
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13.4.3
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- Added ability to enter a privacy policy agreement into the online class registration.
- Added customer menu options to the main customers section.
- Added ability to clear customer contact information for inactive customers (GDPR requirement - UK only).
- Added ability to allow customer to opt in/out of marketing emails in online class registration.
- Added an option in Miscellaneous Settings to set marketing email checkbox on or off.
- Email marketing flag is now turned off for customer portal and online class registration emails.
- Fixed issue with venues setup dialog displaying location postcode when it should display venue postcode.
- Fixed issue setting up a Stripe recurring charge when integrated with GoCardless.
- Fixed issue with duplicating "unsubscribe" messages on some marketing emails.
- Fixed minor bug with copying date ranges for a particular venue.
- Fixed minor issue with student packages invoice calculations.
- Fixed issue with online class registration flag "Class accepts make-ups via Customer Portal" not being defaulted.
- Fixed bug with online class registration enrollments into a single day class.
- Fixed QuickBooks customer matching and syncing issues.
- Fixed issue with invoice pricing calculations for temporary enrollments on time scale pricing.
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13.4.2
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- Altered the formatting of some of the items in the customer statement.
- Fixed issue sending certain file types as attachments in emails on Macs.
- Fixed credits reporting problem in customer statement.
- Fixed issue with assigning tracking packages without direct debit integration.
- Fixed issues with scheduling GoCardless charges (UK only).
- Other minor bug fixes.
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13.4.1
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- Fixed urgent bug with password resetting.
- Fixed issue with reassigning tracking packages without direct debit integration.
- Fixed bug showing error with generating invoice from enrollment menu item on schedule screen.
- Fixed bug with copying classes that included notes with quotes.
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13.4.0
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- Added IntegraPay (www.integrapay.com) payments integration.
- Added ability to send marketing emails that allow recipients to opt-in/out of future emails.
- Added 'Forgotten password?' feature into login screen.
- New password specifications now enforced for EU countries (GDPR requirement).
- Added search functionality to invoice recycle bin.
- Added check/uncheck all functionality to financial package matching dialog.
- Emails can now be sent with attachment files that are currently open by another application.
- Created date is now displayed in assigned credits table.
- Now handles credit records better in customer statements and income report.
- Enrolment type added to class session enrolments export.
- Payment records in the customer statement report now include the payment type.
- Now disallows deleting a customer category if it would leave customers without a category.
- Made some time scale pricing invoice calculation improvements.
- Improved GoCardless checking for next possible charge date.
- Email subjects have now been limited to a maximum of 75 characters.
- Tracking packages now display correct income account options when integrated with financial package.
- Fixed problem updating student package start date from "None" to a date.
- Fixed issue with deleting students that have temporary enrolments.
- Fixed error when student discounts are combined with family discounts.
- Fixed GoCardless flag on customer export.
- Fixed problem with GoCardless charges not working properly with tracking packages (UK only).
- Fixed loophole where a student can be activated with an inactive customer.
- Fixed sizing issue in select student dialog when enrolling a student in a class.
- Fixed some issues with class session enrolments export.
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13.3.8
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- Fixed urgent issue with emails not being saved correctly causing crashing.
- Staff lists in recital planner are now ordered by name.
- Fixed problem with recital planner causing error when event had inactive staff assigned to it.
- Fixed issue with error appearing when entering the invoicing emailing section when there are no invoices/receipts.
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13.3.7
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- Changed the way the recital planner session times are edited.
- Recital planner times can now span beyond midnight.
- Customer portal can now be configured to allow enrollment into make-up classes.
- Classes can now be flagged as accepting make-ups in customer portal (Edit Class -> Class Options -> Online Class Registration Options).
- Invoice find dialog will now not close if no results found.
- Customer, student and staff names can no longer contain semi-colons (;) nor double-quotes (").
- Sorting assigned credits by value now sorts numerically instead of alphabetically.
- Customer statement now wraps description text is if it is too long to fit on a single line.
- Online class registration make-up details now show in 'More Details' area for selected student.
- When exporting students the completion dates for standards and skill sets will now be included.
- GoCardless mandates that fail cancellation now have option to still be cancelled from the database (UK only).
- GoCardless minimum payment submission days increased to 7 to avoid potential failures (UK only).
- Student export now includes customer's second email field.
- Addressed some stability issues with attendance checkboxes.
- Fixed problem with enrollment counts in class finder and smartphone app not updating correctly when students are de-activated.
- Fixed problem with absent and contact indicators on students in class popups not working in conjunction with outstanding balance indicator.
- Fixed issue with enroll student dialog sometimes leaving venue selection dropdown disabled.
- Fixed issue in attendance history export where students did not match classes.
- Fixed issue when auto-generating invoices when filtering by multiple individual days.
- Fixed issue in customer credits where the financial package bank account was not being saved on the new credit.
- Fixed issue with financial package income export not correctly displaying values greater than 1000.
- Fixed issue viewing an email body when using the find function.
- Made some other minor bug fixes.
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13.3.6
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- Fixed display issue with attendence history.
- Fixed issue with error appearing in customer panel when no categories exist and filter was 'All Customers'.
- Fixed problem with booking hover popup sometimes showing incorrect staff in weekly schedule.
- Fixed issue editing a student tracking package that has no class count.
- Fixed issue with error appearing when adding a new booking after payment dialog is shown.
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13.3.5
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- Ezidebit column in customer table now differentiates between pending and active Ezidebit customers (AU/NZ only).
- Assigning more than 4 staff to a class no longer allows selection from inactive staff.
- Staff filtering on invoice generation will no longer be ignored for class pricing per date range method.
- Fixed issue where attendance history report/export was incorrectly assigning attendances to students.
- Fixed issue where additional credits were not added to the invoice account balance when there were no open invoices.
- Fixed issue with customer credit type displayed after editing and changing the credit type.
- Fixed intermittent issue with using search bar in make-up classes area switching between date ranges.
- Fixed issue with tracking packages where packages without class counts were incorrectly displaying the counts.
- Fixed problem with changing absence reason to 'None' not saving correctly.
- Fixed invoice generation not working from waiting list enrollment.
- Fixed issues with 'All Customers' default setting not displaying inactive customers to begin with.
- Fixed problem with email images from displaying on iOS email clients incorrectly.
- Addressed some stability issues in attendances table in schedule area.
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13.3.4
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- Pending Ezidebit customers now show as such in customer export.
- Closed some user level security oversights in edit class dialog.
- Fixed issue with error in schedule attendance table when setting/changing absence reason.
- Fixed issue using many invoice functions after cancelling from AutoGenerate Invoices dialog.
- Fixed some issues in Ezidebit Manage Customer dialog when customer is pending Ezidebit activation.
- Fixed problem with weekly schedule All Date Ranges tab not updating correctly when changing interface color scheme.
- Fixed problem with schedule vacancies filter not working sometimes.
- Fixed issue caused by unexpected responses from email provider.
- Fixed parent account not displaying in both cash and accrual income report titles when selecting a child account.
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13.3.3
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- Added DOB and medical conditions to class session enrollments export.
- Added DOB, gender and address to staff export.
- A default state can now be set for online class registration profiles (AU/NZ only).
- Removed saved positioning of student panel due to technical constraints causing freezing.
- Removed 'default absence reason' functionality as it is no longer relevant.
- Fixed problem with weekly schedule tabs not updating correctly when changing interface color scheme.
- Fixed bug where schedule time intervals were altered even though there was a warning to say they weren't.
- Made some other minor interface fixes.
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13.3.2
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- Added new filter to schedule tables that shows classes with incomplete attendance lists.
- Invoice checkbox filter for direct debit customers will now only select active direct debit customers.
- Discount credit invoice items will no longer show table cells as dropdowns.
- Selecting Ezidebit or GoCardless Payments from Edit Customer dialog now auto-selects the customer.
- Fixed issue with online class registration setup dialog unable to load profile background image from database.
- Fixed issue where schedule changes can be deleted under rare conditions.
- Fixed invoices 'Pay' button being hidden when applicaiotn is made very small.
- Fixed issue where altering recital session durations wasn't updating 'from' and 'to' times correctly.
- Fixed issue with crash that may occur when launching into customers section when application starts up.
- Fixed problem not saving changes with income account for discount credits.
- Fixed problem with filtering emails and some functionality actioning the wrong email.
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13.3.1
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- Quick enroll now stops packages from showing a message about dates not being selected.
- Warning to advise that invoice part-payment turns off early payment discount will no longer display if discount expired.
- When clicking 'Pay' on unsaved invoices the Receive Payments dialog will now appear after the save.
- Fixed problem with pending Ezidebit customers not being automatically activated when using the email link.
- Fixed issue where using email/text/exporting student filter is selecting customers with no students.
- Fixed issue with application crashing in class finder when selecting All Date Ranges.
- Fixed problem when cancelling an assigned credit on an invoice leaving the credit split.
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13.3.0
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- Added ability to find classes based on search criteria (class finder button on schedule screens).
- Spell checking added to email writing section (enabled/disabled in Miscellaneous Settings).
- Xero integration now syncs credits.
- Added ability to produce a staff work summary report.
- Online Class Registration setup has added new checkboxes in Messages section to send emails to admin at different stages.
- Date ranges display order can now be altered.
- Recurring charges now have the option to be set up as pre-payment credits.
- Bulk emailed customer statements are now saved and can be viewed in sent email history.
- Assigned discount credits to invoices can now optionally be reinstated when the invoice is being deleted.
- Added ability to allow MYOB file format income exporting.
- Added ability to search in numerous areas (waiting list, emails, customer portal, email customer statements).
- Text messages now have access to some tags.
- Invoice reminder texts can now include a <Payment> tag for payment links.
- Added ability to include a reason why invoices have been deleted (setting in invoicing setup).
- Class schedule report now has an option to only display trial enrollments.
- Class schedule report now has an option to add a blank line after each student.
- Student attendances that have absence reasons pre-set will not be over-written when applying Attended to all.
- Additional invoice items can now be negative values.
- Class duration, class limit and student reg ID now added to class export.
- Classes displayed from class email tag table will now display chronologically.
- Packages will now be unassigned when making students inactive.
- Add ability to change staff selection when producing the Staff Work Time report.
- Added ability to export class session enrollments in Export menu.
- Inactive date ranges will now not be displayed in the online class registration setup dialog.
- Generating a charge in recurring charges will now always generate receipts.
- Auto-generating invoices no longer prompts for credits on a 0 total invoice.
- Added better time-scale pricing logging into invoice calculations.
- Drag splitter position is now remembered between customer and student sections.
- Discount credits can now have an income account assigned.
- Only active date ranges will now show when editing additional invoice items.
- Altered user level 1 and 2 access to various areas.
- Temporary students who are converted from trial will now copy when rolling over date ranges where appropriate.
- Now allows an invoice to be saved with 0 total outstanding without having to save it as a receipt.
- Invoices paid off by credits will now email receipts when appropriate.
- Writing off bad debts will now adjust customer statements correctly.
- Writing off bad debts will now apply the correct tax amounts.
- Fixed problem with exporting/emailing customers/students using the filter not including customers that have no students.
- Fixed problem with tax not allowing adjustment on invoice items of partially paid invoices.
- Fixed issue of additional invoice items not generating on their own invoice if multiple family members have the same item.
- Fixed problem editing a booking from Outstanding Booking Payments dialog.
- Fixed issue were venue display order was not being saved due to a bug in venue deletion.
- Fixed issue where early payment text (Balance Due) was showing on previewed, printed and email receipts.
- Fixed problem with not emailed filter not working immediately after emailing invoices.
- Fixed issue where writing off bad debt didn't update the invoice total as displayed in customer statements.
- Fixed issue where flagging invoices wasn't working correctly depending on sequence of actions.
- Fixed income accrual report issue with invoices that have discounts and credits applied.
- Fixed issue where staff work time report was not correct when including absence reasons on the report.
- Fixed issue with enrolling students into an inactive venue via online class registration.
- Fixed rare issue where staff schedule changes were sometimes being lost.
- Fixed issue where a staff schedule change away from an inactive staff member caused a crash.
- Made other minor user interface changes and fixes.
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13.2.4
|
- Students can now be edited directly from the Edit Class dialog, Student Options menu.
- Online class registration 'full class' settings extended with more options for single selection class list.
- Classes email tag now includes studio.
- A warning will now be displayed when adding an email address that is already in use by another customer in Edit Customer.
- Added ability to add a reason to customer discounts.
- Made some small user interface changes to Payment Gateway Integration dialog.
- Online class registration pending customers can now be texted directly from the table.
- Recurring charges now display pending charges as 'Last Charged'.
- Fixed issues with resending Ezidebit activation email tags.
- Fixed issue with attendances for a class on occasion not displaying saved data correctly.
- Fixed problem with date range filter for invoices not working immediately after generating invoices.
- Fixed emailed invoices find function not displaying dates correctly.
- Made some minor user interface changes.
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13.2.3
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- Added ability to display class students in daily and staff schedule tables (option in Miscellaneous Settings).
- Added a find facility to Sent Invoices & Receipts dialog.
- Added an 'Invoice No.' order by option for income report (cash basis).
- Added disk space free checks in a number of places where PDF documents are saved.
- Added better handling of payment gateway errors when charging invoices.
- Deleting customers with direct debit scheduled or pending payments is now disallowed.
- Removed 'Last Graded' from student export when Comprehensive Grading is turned on.
- GoCardless integration will no longer create an Ezidebit payment type when processing invoices.
- Fixed problem with online class registration preview not displaying background image of profile.
- Fixed issue where discount column not always appearing on emailed invoices.
- Fixed issue with tax checkbox on invoice items being allowed to be changed on locked invoices.
- Fixed issue where editing of a GoCardless installment would lose its reference to an invoice.
- Fixed payment gateway rounding issue when Stripe charges are applied to a credit card charge.
- Changed to Splashtop from TeamViewer for remote desktop support tool.
- Made some minor user interface changes.
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13.2.2
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- Early payment period can now be set to zero days.
- Added warning to Email Invoices dialog to indicate if payment gateway has not finished the activation process.
- Included some extra checks on some Ezidebit responses for stability (AU/NZ only).
- Fixed problem where extra unattended class dates were being added to attendance history.
- Fixed issue with staff work time report not using system default PDF viewer when required.
- Fixed issue authorising customer through GoCardless locally ("Activate Now").
- Fixed daily date range classes and bookings not showing schedule changes as highlighted upon selection in schedule.
- Fixed issue with Edit Refund dialog not displaying correct income account.
- Fixed issue where ezipayment text and code was sometimes being cut off on emailed invoices.
- Fixed issue where emailing invoices can appear to email receipts if an invoice is changed to a receipt during the emailing process.
- Made some minor user interface changes.
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13.2.1
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- Added ability to pay off invoices in scheduled direct debit installments.
- Added week number to Schedule Change dialog for each date.
- Added warning against payment gateway resetting when already integrated.
- Customer matching is now disallowed for GoCardless when GoCardless has not been fully activated.
- Fixed GoCardless customer matching problems.
- Fixed some time scale pricing issues on invoice generation.
- Fixed issue with invoice generation on enrollment when assigning credits that fully pay off the invoice.
- Fixed issue adding recurring charge to a customer with only payment gateway integration or direct debit integration.
- Fixed issue when checkboxing invoices from a date range not working properly.
- Fixed problems creating custom dates bookings.
- Fixed issue where customer custom fields do not save properly sometimes.
- Fixed search navigation issues for online class registration setup dialog.
- Fixed problem with classes and bookings durations from spanning into a new day.
- Fixed problem with allowing equals symbol in date range names - causes issues when editing classes.
- Fixed issue with error appearing when sending emails with tags to email addresses containing apostrophes.
- Made some very minor bug fixes and interface alterations.
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13.2.0
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- Added the ability to set date range classes to reoccur multiple days in the week.
- Integrated system with GoCardless direct debiting system (UK only).
- Added ability to enroll in multiple classes at once from the students section.
- Added new discount type - family discounts per class.
- Added web page color customization to online class registration.
- Added ability to send direct debit activation links in emails to customers.
- Added ability to insert a direct debit activation tag into emails.
- Added ability to filter select invoice checkboxing (as opposed to just all invoices).
- Added ability to change a trial enrollment to a temporary enrollment (option in Edit Class -> Student Options).
- Added ability to collect direct debit details before checkout in the online class registration.
- Added ability to take casual enrollments using the online class registration timetable view.
- Class schedule report can now be filtered by lesson formats.
- Added ability to setup a text messaging signature.
- Added ability to preview online class registration changes without having to save the profile.
- Added <CustomerPortalClientLink> email tag for registering customer for the customer portal.
- Added ability to customise online class registration terms 'customer', 'student' and 'surcharge'.
- Added ability to alter recital sessions times by duration.
- Added ability to search for additional invoice items in the additional invoice item setup dialog.
- Added ability to filter select syncable documents dialog by invoice, receipt, or date, and add check/uncheck all functionality.
- Staff and customer category columns added to class details export.
- Added ability to view/edit an invoice generated from the online class registration dialog.
- Added ability to allow customers to select a booking type, time and studio when making an online booking.
- Added ability in the customers section to search customer phone numbers with or without spaces.
- Email tags will now work in invoice emails.
- Staff work time report dialog now allows you to select specific absence reasons as positive attendances.
- Tables from class tags in emails now include class end times.
- Online class registration dialog will now remember when a student has been invoiced when re-entered.
- Percentage discounts can no longer exceed 100%.
- Fixed problem with attendances sometimes not copying correctly when changing student classes with gaps.
- Fixed minor navigation issue when changing profiles in online class registration setup dialog.
- Fixed issue where invoices with early payment discount are sometimes emailed without it displayed.
- Fixed issue in booking summary report where the booking day was showing as Monday when it shouldn't.
- Fixed issue in class details export where trial and quick enroll flags where not correct.
- Fixed problem with missing customer fields in online class registration when merging.
- Fixed issue in class pricing with saving old data properly.
- Fixed email status information on customer's second email address not displaying correctly in invoice section.
- Fixed auto-generated student packages report not displaying correct package combinations.
- Fixed assigned student count when creating a new additional invoice item.
- Fixed addition of 0 currency discount invoice note when it shouldn't be there.
- Fixed issue with recalculating discounts on an invoice with added class items.
- Fixed issue enrolling an online class registration paid-up pending student into a class with one space left.
- Made some other minor interface updates and bug fixes.
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13.1.4
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- Added basic customer details to Student Classes export.
- Now handles missing file extensions (ie. ".csv") when exporting data.
- Removed erroneous message "Payment credits cannot be assigned as part of a group of credits".
- Fixed a rare discount rounding bug.
- Fixed error in income cash report that can exist for individual income account reporting.
- Fixed problem with income account selection being disabled when adding a refund.
- Fixed issue where students can be added to incorrect customer in online class registration dialog.
- Fixed issue where temporary enrollments are not saving invoice genateration selection weeks correctly upon re-editing.
- Fixed bug with online class registration customer address sometimes not updating suburb, only street address.
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13.1.3
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- Added ability to set a default payment type for online booking payments.
- Now allows online class registration setup dialog to be closed without email tag removal warning.
- Made more stability fixes.
- Fixed bug with error being displayed when using the quick enroll function.
- Fixed issue in online class registration when deleting pending customers that have no pending students.
- Fixed issue enrolling a temporary student from customer section when on 'All Date Ranges' tab.
- Fixed rare bug with erroneous total being displayed on cash income report caused by rounding issue on discounts.
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13.1.2
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- Made changes to help with stability.
- Discount type credits are no longer included on income reports.
- Online class registrations that include a deposit or registration fee will now allow invoice generation.
- Online class registration popup now works with online class registration profile notification settings.
- Added more auto-generated invoice log information for time-scale pricing.
- Fixed issue with error occurring when enrolling a student in 'All Date Ranges' tab in schedule.
- Fixed issue with error when viewing weekly schedule first time application is run.
- Fixed invoice being emailed when importing payments from Xero when having auto email receipts turned on.
- Fixed currency symbols display problems in some areas.
- Fixed bug relaunching Email & Text dialog when clicking Enter in email editing after inserting a picture.
- Fixed issue where inline email images were not displaying in some web-based mail clients.
- Emailing receipts after financial package syncing now respects the 'Automatically email receipt when invoice paid' option.
- Made some minor online class registration user interface updates.
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13.1.1
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- Fixed urgent issue with error appearing in some accounts after viewing the weekly schedule.
- Fixed error in some places for accounts with no direct debit integration.
- Made some urgent interface updates to fix some visual issues.
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13.1.0
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- Added ability to add/edit/delete customer refunds (function in Invoicing -> Other Functions -> Customer Refunds).
- Added ability to include or exclude lesson formats in or from auto-generated packages.
- Added ability to insert customer custom fields (setup in Setup -> Custom Fields).
- Simplified and improved the online class registration setup dialog.
- Added ability to enroll students as a 'trial' enrollment.
- Added new Xero income export to CSV feature (Invoicing -> Advanced -> Xero Income Export).
- Schedule screen output has been improved and now exports to Excel file or PDF (Schedule -> Options -> Printouts).
- Added online class registration surcharges configuration.
- Added online class registration registration fee configuration.
- Added ability to create student credits in bulk from Edit Class and Customer Credits dialogs.
- Added ability to assign credits to income accounts.
- Added ability to print a recital without its participants.
- Added ability to add school to class schedule report.
- Added ability to bypass automatic emailing of receipts on a per invoice basis (option in Setup -> Invoicing).
- Adding a new online class registration display standard will now prompt for a name.
- Added ability to order auto-generated invoice items by cheapest student first.
- Discount Per Student calculation slightly changed to be more what is expected.
- When changing a venue's times the error message will now include the blocking classes that are outside the times.
- Now Removes schools and referral sources references from students when being deleted.
- Online class registration class link can be retrieved from Edit Class dialog.
- Online class registration setup will now prompt for saving changes before using the URL or iFrame code.
- Online class registration dialog now uses default gender when no gender specified.
- Made modifications for stability to the schedule table area.
- Fixed issue changing an online class registration profile name that may not save.
- Now allows ThinkSmartMail emails with more than 1000 recipients to send correctly.
- Imported financial package payments that create receipts will now email the receipts automatically (if settings dictate).
- Fixed issue with error when adding a instructor to a class or booking.
- Fixed problem with sometimes not being able to add closure/holiday days for specific venues.
- Made some minor user interface updates.
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13.0.6
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- Hover-over popups now show on long email addresses and subject lines in email section.
- Fixed bug with older full financials accounts not showing financial subaccounts.
- Fixed issue with daily schedule table flickering when displaying.
- Fixed problem with classes and bookings sometimes not getting removed when holiday/closure days are added.
- Fixed issue with temp enrollments sometimes not getting invoice generation prompt.
- Fixed issue where it was possible to select two default date ranges in online class registration setup.
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13.0.5
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- Multiple holiday and closure days can now be added at once.
- When re-assigning via tracking packages, 'No Start Date' will not be set if package has a start date.
- Fixed issue when generating an invoice through online class registration for multiple enrolled students.
- Fixed issue with unexpected payment gateway error message when charging credit card.
- Fixed issue with Edit Booking dialog redisplaying on close and sometimes erroring upon opening.
- Fixed problem with changing an absence reason to '(None)' in attendance not saving correctly.
- Fixed Xero navigation when multiple invoices are paid in one transaction.
- Fixed temp enrollments with changed class times not correctly calculating the number of classes on the invoice.
- Fixed intermittent discount calculation error on packages that can be discounted for 'Separate discounts per student'.
- Fixed online class registration pending student's referral source and school sometimes not being saved for a new student.
- Fixed issue when emailing from online class registration dialog.
- Fixed lesson format deletion problem that can cause issues with invoice item lesson format selection and discounting calculations.
- Fixed invoice total calculation when payment is received for an invoice containing an early payment.
- Fixed problem with unnecessary save prompts in online class registration setup dialog.
- Fixed issue of <CustomerPortalClientLink> email tag sometimes not being replaced when email is sent out.
- Fixed issue selecting the same instructor twice in Edit Class and Edit Booking dialogs.
- Minor user interface updates.
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13.0.4
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- Added ability to include tracking package start and end dates on a generated invoice.
- Working with children checkbox in Edit Staff dialog now enabled for all level 5 staff, including logged in user.
- Now prevents deleting last 'most recent' online class registration customer from closing the dialog if there are older pending customers.
- Recalculate Discounts function in invoices now enables Save button.
- Added customer emails to wait list export.
- Payment date in receive payments dialog is now remembered during each session.
- Bulk enroll feature will now only enroll into future date ranges after the selected class's date range.
- Fixed issue with error message when emailing from online class registration.
- Fixed recital planner export issue not exporting all data.
- Fixed discount error when student has more than one package and packages are counted as classes for discounting.
- Fixed discount calculation error that occurred on invoices with lesson formats of differing discount structures.
- Fixed problem with re-assigning via tracking packages and 'No Start Date' being selected.
- Fixed issue with an invoice having tax turned off when re-assigning via tracking packages with no tax.
- Fixed issue in online class registration of second (and beyond) pending students sometimes not showing as added.
- Fixed some minor online class registration casual class issues.
- Fixed problem with online class registration pending student being added when the customer has not been added.
- Fixed scrolling not working on invoice items when payment charge has been allocated.
- Fixed scrolling issues in schedule and customer selection dialogs when adding recurring invoices/charges.
- Made some other very minor user interface changes.
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13.0.3
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- Added ability to export a recital to a CSV file.
- Added total field at bottom of the open credits report.
- Added ability to allow temp enrollments to be bulk enrolled in future date ranges (only if last class is checked).
- Fixed issue with outstanding booking payments not always displaying variable dates bookings correctly.
- Fixed issue where residual attendance boxes (numbers 41-52) can be incorrectly displayed on class summary report.
- Fixed display issue on message dialog when using large fonts in Windows.
- Fixed issue in online class registration where email button was disabled.
- Fixed issue where online class registration enrollment email was not loading email template for new accounts.
- Fixed user interface bug when auto-generating no invoices on a new account.
- Fixed the allocation of additional discounts to invoice items (the discount total is still the same).
- Fixed bulk enroll in matching classes where only location is different.
- Fixed issue when saving an invoice that has empty/blank price.
- Fixed problem that can cause duplicate online class registration field value records in database.
- Made some minor user interface tweeks.
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13.0.2
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- Added ability to enter duplicate student names (setting in Miscellaneous settings).
- Added ability to show/hide discount breakdown on printed invoice (Invoicing Setup -> Show Discounts on Invoice).
- Significantly improved the loading time of the tracking packages dialog.
- Fixed discounting issue where separate lesson format discounts were not working.
- Fixed issue launching two web pages from the online class registration setup when clicking the link.
- Fixed issues on invoice table when unusual currency symbol is used.
- Fixed irregular issue updating online class registration dialog after generating an invoice.
- Fixed an error occasionally causing crashes in the invoice item table.
- Fixed issue displaying error when entering online class registration setup after deleting a standard.
- Fixed problem with enabling tax on an invoice if account is set to no tax globally.
- Fixed issue where a long message was being cut off at the bottom in standard message dialog.
- Fixed issue with Bulk Add Item when integrated with a financial package.
- Fixed uncommon issue with Ezidebit check payments message always showing.
- Fixed some other minor display bugs.
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13.0.1
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- Fixed issue with invoice total when tax is set to exclusive.
- Fixed online class registration issue with error when adding a new customer.
- Fixed issue with not displaying zero currency lesson format classes in invoices.
- Fixed issue in class details where temp student indicator (*) was not showing.
- Fixed issue in customer portal setup when clicking OK button but not activating the customer portal.
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13.0.0
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- User interface icon styles can now be changed via new setup dialog (Setup -> Interface Appearance).
- Online class registration has been significantly improved with new setup dialog.
- Invoice interface has been improved and updated.
- Discounts can now be applied on a per-line basis on invoices.
- Customer Portal now allows payments to be made on classes and invoices.
- Improved the look and style of the charts in the statistics section.
- New charts added to statistics section.
- Online class registration now accepts casual enrollments on a per class basis (Edit Class -> Class Options button).
- Added ability to auto-generate invoices for only classes/packages and/or additional invoice items.
- Added ability to bulk enrol into a class across multiple date ranges (system will automatically ask user).
- Added booking schedule summary report to schedule options.
- Added ability to store a working with children check ID for Staff.
- Added ability to view holidays and closure dates for tracking packages.
- Students section filter can now default to All Students (set in Miscellaneous Settings).
- Customers section filter can now default to All Customers (set in Miscellaneous Settings).
- Added ability to view unassigned credits as a report.
- Added ability to email or text from the recital planner.
- Added ability to alter tracking package expiry dates for students when assigning them.
- Added ability to export additional invoice items and their stock counts.
- Added ability to sort invoice items by lowest price first.
- Added new priority, outcome and completed fields to tasks area.
- Tasks can now be filtered by priority.
- Added ability to copy classes from one date range to another for a single venue.
- Added ability to allow a instructor to teach multiple classes simultaneously (option in Miscellaneous Settings).
- Auto-email receipts now emails both customer email addresses.
- Added studios to student classes export.
- Added active/inactive flag to additional invoice items and filtering on this flag in the setup.
- Can now differentiate between make-up and temporary enrollments in class summary report (symbol '+' for make-ups).
- Tracking package start date will default to previous expiry date plus one day when re-assigning.
- Added safeguard to prevent a new booking from being cancelled (never created) if a payment is made.
- Class summary report now allows for up to 52 weeks of attendances.
- Class summary report will now display attendance columns around the current date (rather than from the first date).
- Class pricing table is now filtered by active date ranges.
- Added ability to include tracking package end date to class schedule report.
- Students with same name will no longer be allowed.
- Fixed issue where invoice email templates containing tabs stop emails from sending.
- Fixed issue where income accrual report would return no data when filtering by financial package income account.
- Fixed issue of Invoice Functions button not displaying after using the find function.
- Fixed issue where zero currency classes on invoice that are part of a package were being hidden based on an invoicing setting.
- Bulk add invoice item will now allow income account selection when not connected to a financial package.
- Fixed issue with customers added via the quick enroll feature not being assigned customer categories.
- Fixed error that may occur when entering an invalid booking duration format.
- Fixed Mac problem with some dialogs appearing behind others making the application look like it has crashed.
- Fixed bug where deleting a customer category can cause student filtering to not work correctly.
- Fixed problem with online class registration students not having date of birth updated when matched with an existing student.
- Fixed display age in years and months for a student enrolled in a class (previously only displayed years).
- Stripe payment gateway amounts rounded to whole numbers to stop error returned on payment.
- Made other minor user interface changes and fixes.
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12.2.11
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- Made some internal updates to our payment gateway integration.
- Additional invoice item stock limit raised to 99999 (was 100).
- Fixed problems with some attendance history classes not sorting properly.
- Fixed bug with software feezing when grater or less than characters are used in email invoice text.
- Fixed downloading issues with remote desktop support application on Windows computers.
- Fixed receive payments dialog to stop a "TableName cannot be empty" error appearing.
- Made some very minor interface updates.
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12.2.10
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- Attaching invoice PDF documents to emails is now optional (default on).
- Booking types can now have income accounts assigned to them.
- The default date range will now be automatically expanded when entering the class pricing dialog.
- Improved error handling for sending emails that fail on some accounts.
- Added ability to send email attachments larger than 5MB (displays a warning).
- Attendance week numbers are now accurate when days are made inactive in schedule changes.
- Invoices deleted from making a customer inactive will now go to the invoice recycle bin.
- Now disallows empty email subjects (emails can be rejected or considered spam without one).
- Fixed rare issue where early payment discount appeared on invoices when emailing bulk invoices.
- Fixed problem with processing imported financial package payments if they would make the invoice negative.
- Fixed some issues with class price type defaults.
- Fixed unpaid indicator not displaying on schedule/class tips when application first starts.
- Fixed bug in tracking package 'near-expiry' calculation.
- Fixed class popup timeout on weekly schedule (back to 30 seconds).
- Fixed some issues with financial package integration payment codes.
- Made some other very minor fixes and interface changes.
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12.2.9
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- Extended email status info data retention for thinksmartmail.com accounts.
- Fixed invoice items not being in order when restoring from the invoice recycle bin.
- Fixed irregular issue occurring when accepting customers in the customer portal.
- Fixed rare error in full financials when receiving payments.
- Fixed invoice generation issue for non-taxed tracking packages.
- Fixed rounding error issue paying invoices from a financial package.
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12.2.8
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- Fixed urgent issue with error when paying invoices.
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12.2.7
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- Fixed issue with the email status info always showing "Queued".
- Fixed occasional error that occurred when adding additional invoice items to auto-generated invoices.
- Fixed rare tax calculation issue on income accrual report.
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12.2.6
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- Updated emailing system to reduce issues with spam detection.
- Payment date is now set correctly for invoices generated via tracking packages.
- Ezidebit payments will now be set to the settlement date of the charge instead of the debit date (AU/NZ only).
- Fixed saving issue in student discounts.
- Fixed income report sometimes displaying incorrect values for an invoice with a credit assigned to a different accounts.
- Fixed class summary report issue when attendances have more than 40 class dates.
- Fixed online class registration table sort order (most recent date now first).
- Fixed issue with custom discount field being editable on receipts where a custom discount was given.
- Fixed issue where some split invoice payments were not displaying correct payment amount in payments dialog.
- Made some other very minor interfaces fixes.
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12.2.5
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- Added Stripe Connect integration.
- Made changes to email setup for new accounts to help with spam issues.
- Fixed blank rows appearing in Email Info dialog for old emails.
- Fixed rare display issue in Email Info dialog when viewing an invoice or receipt email information.
- Fixed invoicing issue where 'no invoice selected' is displayed for the account's first invoice generated.
- Fixed issue where extra class price columns are not saving values when there are collapsed date range rows.
- Fixed problem with invoice item credits on customer statements not being summed (only first was displayed).
- Fixed issue with last sync date/time (financial package integration) text not displaying on invoices screen.
- Fixed issue with tax not applied to invoices generated by changing student package from Edit Student dialog.
- Fixed issue where an invalid date is displayed when copying classes to a date range that cannot take the class.
- Made other changes to address stability issues.
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12.2.4
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- Fixed issue with email tags not working sometimes in email messages.
- Fixed problem with email tags not working with customer's secondary email addresses.
- Fixed problem sending emails from the customer portal area.
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12.2.3
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- Fixed urgent issue with email messages sent to many addresses not working.
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12.2.2
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- Made important changes to internal email sending system.
- Added student filter to tracking packages history report.
- Fixed issue with schedule changes when number of staff assigned to a class is greater than 4.
- Fixed problems with auto-emailing receipts when paying multiple invoices at once.
- Fixed bug with error appearing when entering nothing when selecting a range of receipts to email to.
- Made some changes to improve stability when closing application.
- Made some other minor fixes and interface changes.
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12.2.1
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- Now disallows having all date ranges inactive (ensures there is always one active).
- Make-up classes now show all active and inactive date ranges.
- Fixed bug with error being displayed when saving class prices for price per date range method.
- Fixed issue with invoicing when clicking somewhere else while an invoice is auto-emailing.
- Fixed sorting issue in online class registrations table.
- Made some minor user interface fixes.
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12.2.0
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- Added ability for student discounts to go beyond the previous limitation of seven classes.
- Added ability to define class price types and assign them to students (option in Class Pricing setup dialog).
- Altered the look of the main screen left button panels.
- Enhanced quick enrol feature to allow adding of customers, enrolling students and generating invoice/receipt in one workflow.
- Added ability to take full payment of classes via online class registration.
- Added ability to automatically generate an invoice/receipt when enrolling (option in Setup -> Invoicing -> Basic Invoice Setup).
- Added ability to report or export data on tracking packages (options in setup dialog and main Tracking Packages dialog).
- Added ability to report or export data on auto-generating packages (option in setup dialog).
- Added accrual income report to invoice reports (option in Invoices -> Invoice Functions menu -> Reports).
- Added ability to see how discounts have been calculated for an invoice (option in Invoices -> Invoice Functions).
- Added ability to see auto-generated invoices generation log (option in Invoices -> Other Functions -> Advanced).
- Added ability to export class details for all students.
- Added ability to assign tracking packages from online class registrations.
- Added ability to view and email tracking package invoices when generated.
- Added ability to export open credits.
- Added ability to filter out previous classes in the tracking package filter.
- Added warning message in Edit Class dialog when closing after any enrollment details have been altered.
- Added Ezidebit or Payment Gateway flag column to selectable customer columns.
- When merging a customer portal customer with an existing customer, activate if not active.
- Now shows discounted amounts in income reports when filtering by account.
- Restricted deleting credits and invoices from the recycle bin to user level 5 staff.
- Added warning for classes that cannot copy between date ranges due to clashes.
- Stopped old deleted lesson formats displaying in student discounts.
- Quick enrolled students will no longer be copied with temporary students during date range copy.
- Online class registration links will now work when copied from a browser into an email hyperlink.
- Now displays warning message if multiple classes have been selected to replace a make-up class.
- Added ability to select '(None)' and remove an absence reason in attendances.
- Inactive date ranges are now hidden for make-up classes and email filter dialogs.
- Inactive students will no longer be included in enrollments copied with classes between date ranges.
- Fixed issue with make-ups when multiple make-up classes are in the same class but different dates.
- Fixed bug when changing tracking package start date for a student not working.
- Fixed bug with error when copying date ranges with special characters in the lesson format name.
- Fixed issue with student filtering when switching between customer categories.
- Fixed rare issue where online class registration enrollment did not update the preferred venue to the enrolled class.
- Fixed issue changing lesson format names on invoice if the pricing method has been changed after the invoice was generated.
- Made some other minor user interface fixes and changes.
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12.1.4
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- Fixed urgent issue with Ezidebit integration after security update (Australian/NZ customers only).
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12.1.3
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- Added ability to set 3 monthly, 6 monthly and yearly recurring charging and invoicing.
- Attempting to cancel from Edit Class after any enrollment details have been altered will result in a warning message.
- Added warning message when deleting invoices permanently.
- Superannuation contribution now appears on payslips for old full-financials accounts.
- Fixed problem with 'Enrollment Will Copy To Next Date Range' option defaulting to off for make-up classes.
- Fixed issue with exporting invoices not working for some customers.
- Fixed rare rounding problem caused by early payments when paying an invoice.
- Fixed issue where payment gateway charges could give message "The selected account is invalid" in error.
- Fixed issue with automatic emailing of receipts with accounts without tax turned on.
- Fixed customer portal bug where customer status was not always updating when activation email was sent.
- Fixed occassional missing logo and data on receipts when automatically emailed.
- Fixed total fields alignment in income report for letter paper size.
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12.1.2
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- Made urgent fix with emailing of invoices, receipts and some other messages.
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12.1.1
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- Changed 'Booking Payments' button name to 'Outstanding Bookings'.
- Fixed issue with auto-emailing receipts when using a custom mail server.
- Fixed issue where doing a customer search then selecting a student would on occasion select the wrong customer.
- Fixed display issue on displaying attendance history for some students.
- Fixed reconciliation issue in old full financials version where a blank line was added to credits table.
- Fixed other minor bugs and fixed some minor user interface issues.
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12.1.0
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- Added new Customer Portal functionality (early access pre-release).
- Replaced menu on left panel with new buttons and added 'Favorites' with ability to drag favorite buttons to left panel.
- Early payment discount details are now displayed on invoice screen.
- Added new discounting rule - discount per student per class (rather than just discount per student per number of classes).
- Attendance tracking packages have been renamed to tracking packages.
- Added option to filter out unrelated date range bookings/classes when specific date range tab selected in the weekly schedule.
- Added student name search functionality in tracking packages dialog.
- Added ability to set a start date and notes to the tracking packages when they are assigned to students.
- Added ability to empty the invoice recycle bin.
- Invoices in the invoice recycle bin are now permanently deleted when deleting a customer.
- Standardised all <name> email and text tags to <FirstName>.
- Older full financials customers now see the regular income report.
- Added ability to see POS income on the income report.
- Added ability to export all invoice/receipt PDFs to disk (new menu item under Other Functions).
- Added ability to display tracking package dialog upon login if packages have expired or are near expiry.
- Added ability to select customer category as a filter option in the Income Report.
- When selecting a student from a search the customer will now also be highlighted (if they are visible).
- Attendances section in schedule screen can now be resizable.
- Added filtering to the outstanding booking payments dialog to handle large volumes of data.
- Added ability to allow email/text recipient filtering by previous classes.
- Total students assigned now displayed on the edit dialog of the selected package and additional invoice item.
- Added ability for tracking packages to not count classes (for users who just need an expiry).
- Deactivating a student will now allow you to remove them from classes automatically (and save attendance history).
- Student name is now added to generated invoice for tracking packages.
- Added ability to reverse the student name format on class schedule report.
- Type and Venue text now wraps in staff work time report.
- Added an improved connection error message when unable to login.
- Added improved Ezidebit error messages when received in manage customers dialog.
- Company name is now displayed in application caption bar.
- Discounts per student will no longer have a currency discount applied to a zero value class.
- Invoices will now sync with financial package when an early payment discount is applied on payment.
- Multiple receipts will now be attached to an automatic receipt email instead of just the first receipt.
- Accounts receivable reports can now be exported to a CSV file.
- Online class registration will now display better class detail for custom classes.
- Fixed problem with new lesson formats not defaulting to active.
- Fixed problem with receipt emails that are automatically sent on payment not being able to be viewed.
- Fixed issue with emailing receipts automatically through custom mail servers.
- Fixed issue with booking payments occasionally causing application to be unresponsive.
- Fixed issue when adding a customer to Ezidebit when there is no customer selected.
- Fixed issue with error when looking at employment details in old full financials version.
- Fixed minor issue in attendance history report where a class can appear multiple times.
- Fixed issue with error when viewing staff login history when staff has been removed from the system.
- Fixed rare issue where sometimes packages were not included in discount calculations.
- Fixed rare issue with automatic receipt emails in old full financials version using the wrong customer name.
- Fixed rare issue where a combination of circumstances caused discount to be recalculated upon selection of a invoice.
- Fixed other minor bugs and user interface issues.
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12.0.6
|
- Fixed issue with additional invoice item tax flag not working when manually adding item to an invoice.
- Fixed problem with user interface on Macs not displaying properly when adding email attachment in invoicing section.
- Fixed bug where in some cases students flagged for no class invoice item were being added to invoices.
- Made some minor changes to the Ezidebit integration (Aus/NZ only).
- Fixed some other minor issues.
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12.0.5
|
- Added email #2 to customer export data.
- Added ability to allow customer discounts percentages to have decimal places and not restrict the currency amount to 100 or less.
- Fixed problem with online class registration student notes not saving correctly when creating a new student record.
- Fixed issue on class capping class count being empty when OK is pressed.
- Fixed issue with changing email options within online class registration.
- Fixed issue cancelling out of temporary enrollment dates from online class registration.
- Fixed rare problem with open invoices being emailed rather than receipts (when auto-emailing on paid).
- Fixed issue where auto-emailed receipts were not visible in the invoice/receipt email history.
- Fixed online class registration dialog not automatically opening.
- Fixed issue with current balance on ageing footer of customer statement.
- Fixed issue with add/edit credit card dialog not updating upon a card error.
- Fixed issue with receive payments date selection sometimes closing too soon.
- Fixed some other minor issues.
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12.0.4
|
- Fixed issue with online class registration sometimes generating multiple invoices.
- Fixed issue with mailing labels menu not always displaying.
- Fixed custom fields issue when displaying more details on an online class registration student.
- Fixed issue with saving multiple medical conditions for online class registration student.
- Fixed issue that can occur on invoice setup screen after a message is displayed on OK button press.
- Fixed issue with search arrow closing on drop down menu buttons.
- Fixed issue with sorting invoice items by age sometimes not working.
- Fixed rare issue when saving student attendance packages when there are no accounts.
- Fixed rare issue with error when writing invoices to database.
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12.0.3
|
- Credits and payments now show as negative on customer statements (balance calculation unaffected).
- Emailing customer statements list now includes customers without email addresses in the table.
- Fixed some issues that caused errors when deleting invoices into the invoice recycle bin.
- Fixed issue where enrolling a make-up into a single day class was not being allowed.
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12.0.2
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- Fixed problem when changing lesson format of an invoice item to a lesson format with no price.
- Fixed issue in student discounts where changing from percentage to currency values only visually changed first value.
- Fixed issue in Ezidebit customer management when invalidly selecting a customer.
- Fixed problem with lesson format exemption to family discounts by class.
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12.0.1
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- Fixed urgent issue where adding a student in Edit Student dialog was not working (or was adding to the wrong customer).
- Fixed issue with error being displayed sometimes when clicking on 'Customer Portal' button.
- Fixed issue where find invoice would not navigate to a receipt correctly.
- Fixed issue with error being displayed when changing the accounts filter in full financials version.
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12.0.0
|
- Dramatically improved auto-generation times of invoices.
- Deleted invoices now go into an invoice recycle bin (under Other Functions) and can be restored.
- Added ability to create early payment discounts on invoices (option in Setup -> Discounts).
- Added ability to remove imported Xero/QuickBooks payments without processing them (and improved the interface).
- Added 'Other' menu to left panel that allows major features to be accessed from any section.
- Added ability for users to express interest in using the pre-release of the new Customer Portal.
- Added keyword search function for locating functionality within the application ('Search' button on left panel).
- Added ability to print the displayed screen schedule (option in Schedule -> Options -> Printouts).
- Added an option to show a receipt immediately after the invoice has been fully paid (option in Setup -> Invoicing).
- Added ability to automatically email invoices when they are paid (option in Setup -> Invoicing).
- Added ability to bulk email customer statements.
- Added ability to highlight names in attendances when an attendance tracking package is expiring.
- Added ability to copy class prices when copying classes from one date range to another.
- Added ability to specify lesson formats that are exempt from family discounts.
- Added ability for online class registration enrollment notification to be sent to an email address.
- Added invoice total and amount paid columns to the detailed accounts receivable report.
- Edit Class dialog now shows temporary students as red asterisk and make-up students as blue asterisk.
- Added asterisk to temporary students on the class summary report.
- Added ability to print class summary report for an individual studio.
- Added ability to print class summary report without students.
- Added ability for notes to be taken when attendance tracking packages are assigned to students.
- Changed 'Undo Payment(s)' button in invoicing to 'Payment(s)' button.
- Individual invoice payment amount can now be viewed in invoice payments dialog.
- Date range class copy will now only copy the newest class if there are multiple classes of the same venue/area and clashing times.
- Added ability to create a payment that does not sync with Xero/QuickBooks on a syncable invoice.
- Added ability to allow user to activate students at the same time as activating a customer.
- Allowed individual customer discounts to be currency based in addition to percentage based.
- Added ability to filter staff work report by venue and allow sorting by type.
- Added ability to filter attendance tracking packages by venue and day.
- Added ability to specify free text custom fields to be mandatory in the online class registration web page.
- Allowed editing of free text custom fields in larger area (double-click on field to action).
- Added ability to navigate directly to Xero customers and synced invoices/payments.
- Added ability to view a longer period of Xero/QuickBooks status history.
- Added ability to turn tax on/off for packages and additional invoice items.
- Added ability to send emails or texts to both customers and staff members from the one email/text selection process.
- Class Schedule Report custom field column positions are no longer restricted.
- Application now remembers the last customer types selected when adding a new customer from online class registration.
- Added ability to export, email, and text filter by level.
- Removed duplicated email addresses when emailing from class dialog.
- Individual customer discounts and class capping are now tabs on the Discounts dialog.
- Fixed problem with email addresses sometimes not being copied correctly to system's email client.
- Fixed issue with being able to assign a credit to an invoice when not connected to Xero.
- Fixed issue where matched online class registration customer was having their name converted to lowercase.
- Fixed issue where postcodes in customer statements are sometimes not showing the customer's postcode.
- Fixed issue where credits are able to be added as invoice item on synced invoices with synced payments.
- Fixed issue in schedule changes caused by a deactivated staff member.
- Fixed issue when pasting values that contain thousand separators into the payroll table (full financials only).
- Fixed many user interface issues.
- Made many small adjustments to help improve application stability.
- Made some other minor interface changes and bug fixes.
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11.2.7
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- Added ability to copy individual recitals in the recital planner.
- Credits being assigned to an invoice can now be set as including/excluding tax.
- Fixed problem with online class registration dialog not popping up automatically in some accounts.
- Fixed minor bug in custom field headers when exporting students.
- Fixed issue where a rare combination of actions causes temporary students to not have the invoice generated selections saved.
- Fixed a rare bug with viewing pending Ezidebit payments.
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11.2.6
|
- Added ability to include student notes in class summary report.
- Reinstated functionality to add multiple line-item credits to an invoice at once.
- Add ability to allow attendance tracking packages to expire after a specified number of weeks.
- Added "?" button to text message dialog to explain what mulitple pages on a text message means.
- Admin user level now cannot be altered.
- Fixed rare problem with Mac version crashing occasionally.
- Fixed issue where under some circumstances Class Count & Price invoice column was not displaying correct data.
- Fixed international character display for temporary student names in weekly schedule popups and attendance table.
- Fixed rare error that occurs when displaying income report when selecting Order By to Payment Date & Payment Type.
- Fixed issue when changing reply-to email address in settings.
- Fixed problem with organisations and customer names not correctly sorting in receipts when showing by customer.
- Fixed issue where adding bulk items for all students in invoices was adding an item for blank student names.
- Fixed lesson format sort issue in Edit Class caused by internal database upgrade.
- Fixed issue where under some circumstances deleting a custom invoice did not refresh the screen correctly.
- Fixed bug in student export when student has same address as customer but used to have a different address.
- Fixed issue where an interface control in invoicing setup was also appearing on the wrong tab.
- Fixed issue with icons in enrollment grid of Edit Class dialog showing as black boxes on Mac version.
- Made some other minor interface changes and bug fixes.
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11.2.5
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- Added ability to remove credits from appearing in the income report.
- When deleting an invoice the number is displayed or when deleting multiple the invoice count is displayed in the deletion confirmation.
- Charges that are scheduled can now be set to only recur a set number of times.
- Prevented the invoice auto-generate lock message from occurring when it is no longer needed.
- Fixed issue with save warning message appearing when Save button is clicked in recital planner.
- Fixed issue where generic invoice items were not displaying the income account correctly.
- Fixed issue when showing account balance for inactive customers.
- Fixed accounts receivable detailed report not printing correctly in letter format.
- Fixed issue where customer category sort order can change when saving an edited customer category.
- Fixed issue where deleting a customer category can cause the customer section to not display the current customers.
- Fixed issue where commas could not be typed into customer notes.
- Fixed issue where assigning a credit to an invoice that already has a payment, would block the assignment from happening.
- Made some minor interface changes.
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11.2.4
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- Instructor can now be displayed in the invoice variable column.
- Statistics chart titles are now displayed when there is no data to display.
- Student age will now sort correctly in students table (numerically rather than alphanumerically).
- Prevented equals ('=') and comma (',') characters being entered into customer, student, staff, RegID and lesson format names.
- Account balance in customer table will now sort numerically.
- When creating emails from certain areas the customer name is now placed in front of the email address.
- Fixed issue where invoice auto-generation was skipping invoice numbers when not generating all invoices for a full date range.
- Fixed bug that can occur when staff time sheet displays 0 total hours when the total is 24 hours exactly.
- Fixed problem with invoice auto-generation not always creating new invoices in customer name order.
- Fixed rare issue where packages were not always being generated on invoices.
- Fixed issue when changing a booking staff member and it not removing the old one.
- Fixed issue where custom generic invoices had the income account displayed as the default (did not affect the save).
- Fixed problem with error when printing invoice when there was no invoice logo but 'Logo on left of invoice' option is checked.
- Made some other very minor changes.
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11.2.3
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- Added ability to insert Account Balance column to customers table (option in misc settings).
- Disallowed student class fields from being re-ordered in the miscellaneous settings for class schedule report.
- Invoice find dialog will now remember the find by dropdown item.
- Fixed minor pricing calculation issue.
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11.2.2
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- Improved performance of the availability checks when editing/adding classes and bookings.
- Fixed credit creation issue when overpaying an invoice.
- Fixed issue where application closes when deleting classes with attendances from a date range.
- Fixed rare discount calculation issue.
- Fixed crash issue in statistics when selecting chart dropdown but not selecting one.
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11.2.1
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- Fixed urgent discount calculation issue.
- Fixed invoice generation bug that occurs when there are no additional invoice items.
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11.2.0
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- Classes and bookings can now have more than four staff assigned to them.
- Added ability to customise instructor and studio names throughout the application.
- Can now allow invoice 'Class Day & Time' column to be changed to 'Venue' or 'Class Count & Price' (setting in Invoicing setup).
- Recurring invoice generation can now be scheduled from the Auto Generate button dropdown.
- Recurring charges is now done from the Auto Generate -> Schedule Recurring Invoices/Charges area in invoicing.
- Added ability to print/preview/export a student classes report from within Edit Student -> Class Details.
- Added ability to choose not to copy temporary enrollments over to the next date range.
- Added ability to show more details about a pending student in online class registration dialog via a 'Show Info' button.
- Logo on invoices can now optionally be set to the left of the company address (setting in Invoicing setup).
- Added ability to scroll through students on a recital planner session when there are many showing.
- Added ability to search for names in the recital planner student selection dialog.
- Added ability to set attendance package expiry date by selecting a date range.
- Additional invoice items can now be generated on separate invoices if desired.
- Added checks to see if Ezidebit is locked before trying to communicate with it (Australian customers only).
- Added ability to remove customer matches to Xero/QuickBooks.
- Added ability to sync receipts to Xero or QuickBooks (Invoices -> Other Functions -> Xero/QuickBooks -> Select syncable documents).
- Added ability for invoice items for an invoice to be sorted by total class count for a student.
- Added ability to view student's class details from Other Options in students area.
- A hand mouse cursor now displays over statistics charts to indicate the chart can be dragged back in history.
- Made some improvements to the optional upgrade process.
- Fixed issues caused by online class registration enrollments when not on the schedule screen.
- Fixed issue where in some cases invoice attachment names were not saved correctly into the database.
- Fixed issue where auto-generated invoices delete and check buttons were being disabled when they shouldn't be.
- Fixed issue where tax is appearing for some items on income report even though tax is disabled.
- Fixed rare bug with using mouse wheel on statistics chart selection.
- Fixed bug when applying a credit as payment on an invoice of lesser value.
- Fixed some other minor bugs and user interface issues.
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11.1.5
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- Added ability to filter accounts receivable detailed report by flagged/unflagged invoices.
- Added ability to allow user level 1 staff to edit student skill levels from the Edit Class dialog.
- The width of the lesson format dropdown in Edit Class dialog now sizes based on the width of the names.
- Discount amounts will now display on income report generated for income accounts when the relevant invoice has been fully paid.
- Emailing multiple addresses via a default external mail client will now BCC all addresses.
- Fixed email issue on Apple OS X where text was not being displayed correctly and causing a crash when editing.
- Fixed issue where finding an invoice was not displaying an open invoice balance correctly when previously on receipts tab.
- Fixed rare 'black holes' in the schedule table caused by overlapping classes.
- Fixed problem with schedule table not refreshing and causing an error after an online class registration enrollment.
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11.1.4
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- Fixed bug that sometimes occurs when finding a receipt but the receipt does not get highlighted.
- Fixed issue where in some cases not all students were selected when selecting classes for recital sessions.
- Fixed potential issue when assigning credits to invoices when there is no General Income account defined.
- Fixed issue with class summary report crashing application in on UK system.
- Fixed bug with not being able to format font colours in the email editor.
- Fixed problems with stability issues on Apple OS X.
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11.1.3
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- Fixed problem with credits appearing as negative amounts on the income report.
- Fixed bug when paying an invoice from a credit via the link (under Notes) that caused a crash (after the credit was applied).
- Fixed selecting class for a recital not selecting every student.
- Fixed student age display being calculated incorrectly sometimes on their birthday (did not affect birthday text messages).
- Fixed bug with checkboxed invoices not being remembered correctly after a payment has been made.
- Fixed other minor user interface issues.
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11.1.2
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- Added ability to highlight flagged invoices on detailed accounts receivable report.
- Added ability to sort invoice items by youngest student to eldest when auto-generating (option in invoicing setup).
- When checkboxing receipts to be emailed, the receipt number, date and customer columns can now be sorted.
- Fixed urgent bug where Payment Gateway Integration dialog sometimes wasn't showing correct details.
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11.1.1
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- Fixed bug where saving email drafts causes application errors.
- Fixed bug where mulitple Xero/QuickBooks payments synced at the same time did not set the invoice to paid.
- Fixed bug where Payment Gateway Integration dialog dropdown selection does not marry with the details.
- Fixed issue where Online Class Registrations dialog does not close gracefully if there are no registrations existing.
- Fixed issue where bug reports are sometimes not being sent.
- Fixed other minor interface issues.
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11.1.0
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- Added ability to specify custom colours for lesson formats, standards and booking types.
- Added ability to specify whether schedule colours display as flat or with gradient.
- Added ability to configure recurring scheduled charges (for Ezidebit and any supported payment gateway).
- 'Customer Types' naming convention has been changed to 'Customer Categories'.
- Added ability to filter schedule classes by vacancies only.
- Class and booking notes can now be opened into a larger editor.
- Surcharges can now be applied to invoices paid via EziPayment website (option in invoicing setup).
- Added ability to allow credits to be applied to invoices as payments (as well as negative value invoice items).
- Invoices with Ezidebit scheduled payments are now able to be edited.
- Ezidebit invoice overpayments are now added as credits.
- Customer financial history in Edit Customer dialog now shows open credits and payments no longer include overpayment credits.
- Income reports now include open credits where appropriate.
- Provided ability to write off bad debts on partially paid invoices (via Invoice Functions menu).
- Enhanced Find Invoice dialog to work across both invoices and receipts.
- Unpaid or partially-paid Xero invoices can now have their notes edited.
- Accounts receivable report can now be filtered by customer category.
- Added date range names to find invoice/receipt selection list.
- Staff login history is now stored and can be viewed through the Edit Staff dialog.
- Added ability to export the waiting list from the export dialog (last item in the selection menu).
- Added 'No Invoice Items Generated' and 'Current and Future Class Counts' to student exports.
- Provided ability to see inactive students within the recital planner student selection list.
- Added ability to configure the email address that receives the birthday text confirmations.
- Provided users the ability to defer software upgrades if the new release does not contain major critical enhancements.
- Custom discount field is now disabled if any payments have already been received on the invoice.
- File errors are now handled better when emailing an invoice attachment that is open in another application.
- When creating an email with a signature, cursor position will now be placed before the signature.
- Now allows for longer additional invoice item names in Add Additional Invoice Item dialog.
- Fixed bug with paying or undoing payments on an invoice if it has not been saved.
- Fixed bug with error when searching on invoice items when there are no custom invoices.
- Fixed issue when attempting to save empty email content data.
- Fixed issue where generating an invoice from online class registration did not always save the date range name to the invoice.
- Fixed problem with text messaging dialog not closing correctly when texting is not activated.
- Fixed issue that occurs when sending email to multiple recipients via external mail client in OS X.
- Made some other very minor interface changes and fixes.
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11.0.4
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- Fixed urgent bug in invoicing section when selecting lesson formats from dropdown.
- Users on old Australian full-financials version now have ability to activate/deactivate Xero.
- Made some minor interface changes.
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11.0.3
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- Fixed bug when editing an entry in waiting list.
- Fixed issue where selecting the lesson format on an invoice with time scale pricing causes the income account to select the default.
- Fixed interface issue with receive payments table.
- Fixed issue where Invoice Functions button was remaining hidden when undoing a payment on a receipt.
- Fixed bug when trying to assign credits to an invoice when Xero accounts had not been imported.
- Fixed issue where payments to non-synced invoices was not being allowed when integrated with Xero.
- Made some other minor bug fixes.
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11.0.2
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- Added ability to sort invoice items by class date & time when auto-generating (option in invoicing setup).
- Added new and improved bug report form where user can type additional comments.
- Added ability for ThinkSmart Software to display important announcements after login.
- Added prompt on Xero/QuickBooks reconnect to make the need for customer matching more obvious.
- Added ability to view/edit student or customer notes in a larger editor when text field is full.
- Made some general fixes to the income report.
- Fixed bug that sometimes occurred when adding a new customer from online class registration.
- Fixed issue when adding items to invoices when Xero hadn't been reconnected after the version 11 upgrade.
- Sorting by age in the waiting list now works correctly.
- Made some other minor changes and fixes.
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11.0.1
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- Fixed problem with Edit Lesson Format dialog not showing OK and Cancel buttons for customers not using online class registration.
- Fixed refresh issue when deleting a standard from online class registration setup.
- Fixed issue with discounts not being calculated correctly with time scale pricing when total time format is set to show no time.
- Fixed issue where auto-generating invoices causes 'index out of bounds' error when Xero accounts have not been imported.
- Fixed "test" text displaying in financial package setup when changing account and tax dropdowns.
- Improved the Xero customer matching and included a filter to reduce table rows for easier manual matching.
- Fixed issue when exporting customers and students with partial or no addresses not being added to export.
- Made some other very minor fixes.
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11.0.0
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- Added ability to sync invoices and payments with Intuit QuickBooks.
- Greatly improved the Xero syncing functionality.
- Added ability to generate and send emails with class details and payment links for Online Class Registration enrolments.
- Added 'quick enroll' to allow user to instantly enroll from the Schedule section for a specified number of class sessions.
- Student custom fields can now be selected for display in Online Class Registration.
- Income report now displays a tax column with tax totals.
- Added ability to export income report to a CSV file (not in full financials).
- Added ability to credit customer when an invoice is overpaid.
- Added ability to not display the 'from' and 'to' dates of a date range on invoices.
- Added ability to change "No Classes Found" message for Online Class Registration webpage.
- Lesson Formats can now be deactivated, which removes them from Lesson Format selection lists.
- Text messages can be sent directly from Staff/Customer/Student Edit dialogs.
- Improved online class registration customer matching.
- Added ability to type into the customer dropdown in the Ezidebit Customer Management.
- Make-up class popup hints now display for both missed and make-up classes (was previously only displaying missed class details).
- Invoice/Receipt find can now search for invoices using student name or lesson format item text.
- Added filter to Select Student dialog to filter active, inactive and attendance packages.
- Added warning when entering a duplicate Reg ID for a customer.
- Made some user interface changes to the invoicing section.
- Added ability to flag/un-flag multiple checkboxed invoices with one button click.
- Class capping now has the ability to charge an amount per class rather than the fixed amount for the entire invoice.
- Find Invoice dialog now remembers last find details for repeat uses.
- Added option to only send emails and text messages to #1 fields.
- Fixed problem with font sizing not being set correctly in email editor.
- Fixed bug when deleting recitals.
- Fixed bug when duration time entered greater than 24 hours causes application to display an error.
- Fixed many other minor bugs.
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10.4.3
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- Added ability to assign a 'deposit to' account when charging invoices using the payment gateway.
- Fixed problem displaying invoices that span two or more pages with letter page size.
- Fixed bug where custom fields were not removed when a student is deleted.
- Fixed issue where payment gateway charge may not sometimes be attached to a selected invoice.
- Fixed issue where filtering for email recipients was taking too long.
- Fixed issue where invoice numbers sometimes didn't match customers in Accounts Receivable detailed report.
- Fixed issue with error being displayed in Edit Class dialog when no standards exist.
- Fixed issue where Xero account categories were showing as the default when adding additional invoice items.
- Fixed issue where additional invoice items Xero account was not showing as the default in Setup but shows as the first in the list.
- Fixed issue where custom fields still show on class summary report after they have been deselected from the report columns.
- Made some stability fixes and other minor bug fixes.
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10.4.2
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- Added ability to hide classes on invoices for time scale pricing invoices.
- Added new email tags CurrentClassesTable, FutureClassesTable and CurrentAndFutureClassesTable, replacing StudentsClassesTable.
- Invoicing list will now maintain its position after an invoice has been paid or deleted.
- Custom field value storage is now longer (was 32 characters, now unlimited).
- Customer credits table columns are now sortable.
- Auto-generating invoices will now not generate for classes in inactive venues.
- Fixed error occurring on start-up when there are no venue records.
- Fixed error when saving emails and performing email tag replacement when sending saved emails.
- Fixed error when making payments with invoice items that contain quoted text.
- Fixed some other very minor bugs.
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10.4.1
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- Fixed urgent issue that causes bug report dialog to appear when accessing invoices in some accounts.
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10.4.0
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- Income accounts can now be added/edited and assigned to invoice items for reporting (non-financials customers only).
- Lesson formats, additional invoice items and student packages can accept default income accounts.
- All addresses in the system are now optional.
- Texting can now span more than one page and user is informed in the text editor on how many pages the text spans.
- Invoice/Receipt emails are now stored and viewable via Sent Invoices & Receipts dialog (only for sent items from now on).
- Venues can now be ordered for display.
- Added functionality for tracking stock counts on additional invoice items and alerting user when a warning level is reached.
- Added ability to assign additional invoice items to a date range.
- Added ability to merge locations.
- Added ability to generate packages for an assigned student without them needing to be enrolled in a class.
- Added ability to not display account balance on invoices (setting in Setup -> Invoicing).
- Added ability to flag/mark invoices in the invoice list.
- Added lesson format and student standard to attendance history.
- Changed student/classes email tag to only display current or future classes.
- Fixed problem with extra invoice attachments not being sent correctly if using a custom mail server.
- Fixed invoice emails where total attachment size was not being monitored.
- Fixed multiple emails displaying in email history when tags being used in email.
- Fixed issue where ampersands ("&") were displaying as underscores ("_") in the schedule grid.
- Fixed issue where prompt for setting credit date was being repeated.
- Fixed issue where class schedule report displayed email addresses when the actual address was empty.
- Fixed some other minor bugs and made some minor interface changes.
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10.3.1
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- Fixed problem with student filtering not working when sending texts and emails.
- Fixed problem with being able to enroll temporarily more than once.
- Fixed problem with Sales account appearing under Allocate To column in invoicing when not syncing with Xero.
- Fixed rare bug where attendances are not being deleted when removing a student from a class.
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10.3.0
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- Australian users now have the choice of integrating with many different payment gateways (contact us for more info).
- Added Student Custom Fields which is used within class schedule report and email selection filtering.
- Added ability to send emails with tags which are replaced by specific values when sent.
- Added 'StudentClassTable' tag to email area which includes a student/class table.
- Added ability to create an email signature and have it automatically display in new emails.
- Medical conditions have been extended to allow a set of multiple selections.
- Added ability to add extra attachments to emails that are sent with invoices.
- Added ability to include email addresses in the class schedule report.
- Text messages will now accept a phone number in international format (with a +).
- Added ability to produce a more detailed accounts recevable report.
- Added a created date to customer credit items and included credits on customer statements.
- User can now choose to include credits on the account balance of invoices.
- Added ability to set an amount or calculate by a percentage discount for class capping feature.
- The Ezidebit deposit to account is now remembered when processing invoices.
- Sent invoices & receipts table can now be sorted.
- Added free disk space checks when application launches - will close if too little space is available.
- Fixed bug where texts from Edit Class dialog to a client with multiple mobile phone numbers was not working.
- Fixed bug where 'FW:' was being added to email subject for new emails.
- Fixed bug where emailing to all enrollments from Edit Class dialog was losing email addresses.
- Fixed some other minor bugs and made some minor interface changes.
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10.2.2
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- Reintroduced ability for level 2 users to alter student standards from Edit Class dialog.
- Fixed problem with invoice icons not refreshing after a payment is done.
- Fixed issue with some UK accounts not being able to send text messages.
- Fixed problem with calendars in invoicing being displayed off screen.
- Fixed issue with application crashing when minimised on macOSX.
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10.2.1
|
- Fixed class counts in Students section to work properly with temp enrollments.
- Fixed problem with the discounts percentage checkbox not working.
- Fixed problem with incorrect link being displayed for online class registration time-table.
- Made some minor changes to the texting feature.
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10.2.0
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- Added ability to associate students with extra invoice items when auto-generating (Setup -> Additional Invoice Items).
- Added All Customers and All Students to Show dropdown in email/text recipient selection dialog.
- Time scale pricing can now calculate by entire family instead of just individual student.
- Added ability to change the way the time is totalled on time scale invoices.
- Added ability to apply class capping discounts (option in Class Discounts -> Class Capping).
- Additional family discounts now work with time scale pricing.
- Added ability to order the class items on an invoice when auto-generating (option in Invoicing Setup).
- Auto-generate invoices can now filter by venue and customer type.
- Added option to allow packages to affect discounts (Setup -> Student Packages).
- Online class registration now includes time-table selection option (Setup -> Online Class Reg -> Page type).
- Online class registration dialog now shows age as year and month for students.
- Customer columns in the online class registration dialog can now be sorted.
- Added student's start date field to student export.
- Added Ezidebit (true or false) to the customer export.
- Updated the look of the charts in the Statistics section.
- Student's class counts in Students table now include temporary enrollments.
- Fixed problem with mailing labels not printing second line of address.
- Fixed bug with age appearing in wrong row in students grid when adding students.
- Made some internal improvements to the texting integration.
- Added prompt for confirmation on schedule changes select/unselect all buttons.
- Fixed some other minor bugs.
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10.1.3
|
- Fixed urgent bug that sometimes causes duration entry error in Edit Class dialog.
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|
10.1.2
|
- Additional family discount can now be entered as a currency.
- Additional family discount percentages now support two decimal places.
- Income report can now display daily and payment type totals.
- Added ability to bulk add items to invoices for each separate student.
- Made some other minor bug fixes.
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10.1.1
|
- Added ability to filter income report by Xero income account.
- Made some changes to how DanceBiz interfaces with Ezidebit (Australia/NZ only).
- Fixed problem with removing and re-adding a student sometimes not regenerating an invoice.
- Fixed problem with invoice items table not sizing correctly and causing editing issues.
- Fixed error occurring when a very large number of attendances are displayed.
- Made many other minor fixes.
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10.1.0
|
- Included online help documentation (accessed via Help menu).
- Added ability to email and text enrollments from the Edit Class dialog.
- Added ability to view and remove entries from the DanceBiz email server blacklist.
- Added ability to configure additional family discounts to be based on class counts instead of student counts.
- Added ability to restrict a student enrollment from copying over to the next date range (option in Edit Class).
- Text items on invoices will now word-wrap if they cannot fit in the horizontal space.
- Clickable email links will now appear in the online class registration customers table.
- Student details can now be printed from the Edit Student dialog.
- Temporary enrollments are now shown in the table of the Classes dialog from the Edit Student dialog.
- A student's age is now shown as year and month in the Edit Class dialog.
- Fixed errors that sometimes occurred when displaying customers in the email/texting select receipients dialog.
- Fixed problem that stopped backups from being run.
- Fixed problem with blank pages appearing in class summary report when selecting a date range.
- Fixed problem with erroneous screen display if cancel was clicked on the setup invoice number dialog.
- Fixed some visual problems with emailing Ezidebit receipts after they have been processed.
- Fixed problem with not being able to activate the dedicated email server.
- Fixed some other minor bugs and made a number of minor interface changes.
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10.0.5
|
- Fixed problem with some accounts not being able to enroll from online class registration area.
- Fixed problem with incorrect currency symbol appearing in the booking payments dialog.
- Fixed a problem with the day field in some edited classes not being saved.
- Fixed some other minor bugs and visual inconsistencies.
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10.0.4
|
- Added ability to insert terms & conditions text in the online class registration.
- When deleting a lesson format that's assigned to classes, user will be asked if they want to unassign it.
- Fixed bug that sometimes displayed error message when enrolling from outside the schedule section.
- Fixed some other minor bugs.
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10.0.3
|
- Made some improvements to the auto-generating of invoices.
- The online class registration website now allows preferred days to be selected (only when in non-class mode).
- Improved application data security.
- Improved handling of part made invoices if auto-generation is interrupted.
- Fixed problem with error message sometimes being displayed when auto generating invoices for a single staff member.
- Fixed some internal memory usage problems that sometimes caused errors on Mac computers.
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10.0.2
|
- Made some updates to the web update component.
- Fixed problem with some of the values in the dropdowns in the Edit Class dialog disappearing.
- Made some other internal changes to improve stability.
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|
10.0.1
|
- Made some fixes to payment gateway invoice billing codes.
- Fixed problem with payment gateway credit card image not appearing on invoices on Apple Macs.
- Fixed problem with student change/show class dialog not displaying classes correctly.
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|
10.0.0
|
- Interface and icons have been updated with a new style.
- Added new credit card payment gateway feature for UK and US customers (accessed via Invoicing -> Other Functions).
- Customer invoices can now be paid online via our new www.ezipayment.net website (option in Invoicing setup).
- Online bookings add-on is now available for UK and US users.
- Software can now accept different languages as input.
- Setup section has been restructured.
- Added ability to email multiple receipts at once.
- Added ability to insert holidays & closure days which affect classes/bookings (option in Setup -> Holiday & Closure Days).
- Added ability to make date range tabs in weekly schedule invisible (option in Edit Date Range dialog).
- Added payment notes column to income report (not visible to older users with full financials).
- Invoices can now optionally be auto-generated for a single customer instead of all customers.
- Invoices can now be permanently deleted so that the items on them don't re-auto-generate.
- Added ability to set a student enrollment as not auto-generating an invoice (option in Edit Class dialog).
- Added ability to add students by class in the recital planner.
- Added ability to print a list of participants for a recital.
- Added ability to print task list (all tasks or incomplete tasks).
- Added ability to set the default gender for customers and students (option in Miscellaneous Settings).
- Added ability to enroll a student into multiple make-up classes instead of being restricted to one.
- Attendance checkboxes are now larger on the class summary report.
- Staff work time report can now be sorted by venue.
- Staff work time report can now optionally be generated without the attendance check.
- When the attendances panel is displayed, the showing day will now automatically be scrolled into view.
- New >payment< tag has been added to invoice email content for link to pay invoices online.
- The last payment type selected in the receive payments dialog will now be remembered and re-selected.
- Fixed problem with mouse wheel not allowing scrolling on customers table after being clicked on.
- Fixed problem with temp dates sometimes not being shown when temporarily enrolling from outside the Edit Class dialog.
- Made a number of minor bug fixes and visual alterations.
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9.10.1
|
- Added Customer Types column to the students export.
- Added an option to clear all attendances for one day of a class (in the check-all dropdown).
- Added ability to export the email receipient status information as a CSV file.
- Fixed bug with invoice generation lock staying in place when generation is cancelled due to no students being found.
- Fixed problem with not being able turn receipts back into open invoices when it has been paid with a credit.
- Made some other minor fixes.
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9.10.0
|
- Added Xero Settings dialog to Financial Setup menu.
- Xero income accounts can now be selected within each line of an invoice.
- Xero syncing can now be configured to only sync invoices and no payments.
- Added 'Show additional notes column' checkbox to student progress report dialog.
- Made some minor visual improvements to the student progress report.
- Online booking confirmation text messages can now be customised (setting in Online Bookings Setup).
- Added a lock out feature when two or more users are trying to auto generate invoices at the same time.
- Assigned customer credit records can now be deleted.
- Fixed problem with recipient selection in email/text section timing out.
- Fixed some stability issues affecting Apple Macs.
- Fixed problem with dropdowns on invoices sometimes flickering.
- Made some other very minor adjustments and fixes.
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9.9.8
|
- Made some improvements to the update component.
- Fixed rare problem with make-up classes not showing all students.
- Fixed bug in some accounts with class pricing dialog sometimes appearing with numbers in the date ranges instead of names.
- Fixed problem with application timing out on large accounts when accessing the email/texting recipient selection dialog.
- Fixed problem with scrollbar sometimes not appearing in the edit studios dialog from schedule changes.
- Made some other minor bug fixes.
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9.9.7
|
- Customer types can now be individually selected as a filter in the email/texting recipient selection dialog.
- Added hover-over popup to each entry in the make-up classes dialog with class details.
- Fixed problem with different venue's studios sometimes appearing when viewing a class from the make-up classes area.
- Fixed problem with not being able to generate an accounts receivable report on some computers.
- Fixed some other very minor bugs.
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9.9.6
|
- Reports can now be emailed directly from the print preview dialog (with appropriate email address inserted if applicable).
- All DanceBiz accounts now have ability to filter accounts receivable report by organisations or people.
- Added ability to filter accounts receivable report by selected date range.
- Prices of student packages can now be multiplied by the number of classes when auto-generating.
- Fixed problem with application sometimes not shutting down correctly on Windows computers.
- Made some other very minor changes.
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9.9.5
|
- Email buttons and links in the app can now be configured to open in DanceBiz's email editor.
- Added ability to check/uncheck all students when assigning student packages.
- Fixed issues with Mac version crashing when dock is hidden.
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9.9.4
|
- The deposit-to account selection will now be remembered in the receive payment dialog.
- Fixed problem with not being able to enter an apostrophe in an email address field.
- Fixed some minor Xero integration problems.
- Fixed some rare issues with undoing of payments.
- Fixed problem with application sometimes crashing on Macs.
- Made some other minor visual adjustments.
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9.9.3
|
- Fixed bug that caused error when viewing customers and students in the email filter.
- Fixed bug with participant conflict detection in recital planner.
- Fixed bug with temporary enrollment date checkboxes sometimes all not showing.
- Fixed problem with email status information sometimes not showing any information for sent emails.
- Fixed a nunber of other very minor display bugs.
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9.9.2
|
- Added ability to check or uncheck all classes as being active in the schedule changes dialog.
- Added ability to set a default standard to show in the online class registration.
- Added ability to schedule Ezidebit payments every 4 weeks (for Aus/NZ customers only).
- Fixed bug with customer table not sorting if first customer type tab has no customers.
- Made some other minor fixes.
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9.9.1
|
- Added ability to choose if a temporary enrollment generates an invoice or not (only for per-class pricing method).
- Fixed bug with event planner sometimes throwing bug report errors when editing times on Mac computers.
- Fixed bug with not being able to send emails with double quotes in the subject line.
- Fixed bug with error sometimes being displayed when deleting online class registration standards.
- Made some security improvements.
- Fixed a number of other minor bugs.
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9.9.0
|
- Added a new recital planner component (accessed via the Options dropdown in schedule section).
- Changing students from one class to another will no longer auto-generate invoices.
- Made some internal changes to improve application stability.
- Fixed a number of other minor bugs.
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9.8.0
|
- Auto generating invoices will now generate for all new enrollments regardless of whether the customer already has invoices.
- Added ability to auto generate invoices for selected days and selected staff.
- Individual invoice payments can now be undone instead of all payments at once.
- Added ability to select 'none' when linking an online class registration standard to a standard.
- Fixed problem with invoice descriptions not changing for open invoices when they are changed in setup.
- Fixed bug with adding a student package and it not showing in the list.
- Fixed problem with enroll and remove buttons in Edit Class dialog being displaced when the notes dropdown is pressed.
- Fixed bug with error message sometimes being displayed when assigning new attendance tracking packages.
- Fixed bug with family discounts calculation sometimes recognising non-class items as a new student.
- Made some other very minor interface improvements and bugs fixes.
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9.7.1
|
- Added ability to print invoice notes on receipts (option in Financials Setup -> Invoice Setup).
- Added ability to change the email message sent to customers once an online booking is done (in Other Settings -> Online Bookings).
- Made a number of other internal changes to improve stability and fixed some other minor bugs.
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9.7.0
|
- Re-developed and improved the interface of the Online Class Registration add-on.
- Added ability to redirect the user to a specified URL after enrollment in Online Class Registration.
- Invoices can now be paid off via weekly/fortnightly/monthly scheduled payments through Ezidebit (Australia/NZ only).
- Temporary enrollments are now auto generated on invoices (only when per-class pricing is used).
- When copying classes from one date range to another, temporary enrollments can now be copied also.
- Customer details can now be viewed from the email Recipient Status Information dialog.
- Altered the company registration (ABN/VAT) details to a custom field (in Invoicing Setup).
- Fixed some other minor bugs.
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9.6.0
|
- Added the ability to create attendance tracking packages and assign them to students.
- The detection of existing customers to select from in the Online Class Registration has been improved.
- Added the option to display the class contact as the first line in the schedule tables.
- The currency symbol setting can now be up to 3 characters long.
- Added the ability to add a table layout with specific properites to an email message.
- Changed "trading name" to "company" on login screen.
- Moved the function that allows students to not generate invoice items onto Edit Student dialog.
- When entering the weekly schedule, if current week is within showing date range it now selects it by default.
- Added ability to check/uncheck all lesson formats in staff schedule report.
- Student names are now sorted alphabetically in attendances.
- Changed 'not paid' symbol in class summary report to $ or £ instead of an asterisk.
- Added ability to not allow the student limit in classes to be exceeded (option in Miscellaneous > Other settings).
- Fixed bug in Online Class Registration that displayed the wrong message showing the student being inactive.
- Fixed problem that sometimes occurred with more than one image not showing in an email.
- Made various user interface adjustments.
- Made some other internal changes and big fixes.
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9.5.3
|
- Added option in Class Schedule report to print one class per page.
- Added the ability to select tax on/off when bulk adding an item to invoices.
- Added the ability to insert negative prices when bulk adding an item to invoices.
- Fixed some minor interface bugs.
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9.5.2
|
- Added report paper size option to Miscellaneous Settings (A4 or letter).
- Tax on invoices can now be configured to be inclusive or exclusive (not available for older users on full financials).
- If no company registration number (ABN/VAT) is supplied the box will no longer appear at the top of the invoice.
- Made some internal improvements to the update component.
- Product is now fully compatible for the US market.
- Fixed numerous minor bugs.
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9.5.1
|
- Added ability to print 16-per-sheet mailing labels.
- Added ability to filter by payment type in the income report within the invoices section.
- Added ability to re-add a customer to Ezidebit once they have been cancelled (Australian customers only).
- Student ages in students table now display year and month.
- Fixed rare problem with student name column in Edit Class dialog sometimes not being sized properly.
- Fixed problem with error message sometimes appearing after an inactive customer is added.
- Fixed some other minor bugs.
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9.5.0
|
- Added new class pricing method that allows charging by the amount of time a student is in classes.
- Fixed some minor issues with the ultisation report in the schedule section.
- Fixed problem with bug report sometimes appearing when viewing outstanding invoices for a customer.
- Fixed some minor bugs when assigning packages to students from the Student Packages dialog in setup section.
- Fixed problem on Mac version with Staff Payments section not sorting dates (for older users on full financials).
- Made some minor interface alterations.
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9.4.2
|
- Added customer statement report to reports menu in invoicing section.
- Added a customer filter to the income report in the invoicing section.
- Made some other minor interface alterations and bug fixes.
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9.4.1
|
- Added ability to sort by payment type as well as payment date in the income report in invoicing.
- Fixed problem with error sometimes appearing after sending out to a large number of email addresses.
- Made some other minor interface alterations.
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9.4.0
|
- Main customers table columns in Customers section can now be configured from within the Miscellaneous settings.
- Altered the Miscellaneous Settings dialog and made it scrollable.
- Sped up the search function in customers section.
- Fixed problem with error message being displayed if any class prices are left blank.
- Fixed Info button in email section sometimes displaying an error.
- Fixed problem with unassigning packages to students from the Edit Package dialog.
- Fixed problem with individual customer discount not being the priority discount when auto-generating invoices.
- Fixed problem with spaces sometimes appearing in front of postcode on addresses on invoices.
- Fixed bug with dropdowns on invoice sometimes flickering.
- Made some other very minor interface changes and bug fixes.
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9.3.2
|
- Fixed bug with temp enrollments not being added to the class count in the weekly schedule table.
- Fixed problem with doubling up of payment IDs when running two DanceBiz accounts with one Ezidebit account.
- Fixed problem with incorrect staff member being shown in the class schedule report after a staff schedule change.
- Fixed some other minor bugs in the invoice emailing system.
- Made some other various minor bug fixes.
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9.3.1
|
- Fixed urgent bug with invoices being auto-generated without pricing.
- Fixed problem with invoice emails not being able to be sent out on some computers.
- Fixed problem with skill sets for standards not being exported when comprehensive grading is turned on.
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9.3.0
|
- Completely re-developed and enhanced the backend of the emailing system to improve deliverability.
- Customers can now sign up for a 'thinksmartmail.com' email address.
- Added 'Info' button to email section that allows user to check the delivery status for each recipient.
- Added ability to view a list of invoices/receipts that have been sent via email (and also check delivery status).
- Added ability to turn tax on/off for items in invoicing section (only visible to users without full financials).
- Lesson formats can be specified as having tax on/off (only available to users without full financials).
- Made some minor internal changes to the Ezidebit integration.
- DanceBiz logo has changed. - Fixed bug with Ezidebit integration not allowing customers to be added with '&' characters in their name.
- Fixed bug that sometimes didn't show a Saturday being greyed out if outside of date range in weekly schedule.
- Fixed problem with emailed receipts having "Invoice" in the message subject.
- Made some minor interface changes.
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9.2.1
|
- Fixed urgent problem with some accounts being unable to insert class pricing.
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9.2.0
|
- Class pricing can now be based on individual classes or entire date range.
- Added ability to enter more additional family discounts.
- Renamed some areas in the setup section.
- Fixed bug with error showing sometimes when entering payments for a new booking.
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|
9.1.1
|
- Added 'Absent students affect student counts' on/off checkbox to Other Settings -> Miscellaneous.
- Studio Utilisation Report is now sorted in descending order by utilisation %.
- Fixed bug with 'absent' text not appearing in popup hint box for classes in weekly schedule.
- If attendance is marked as N/A it will now not affect the student counts in the schedule tables.
- Made some improvements to the web update component.
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9.1.0
|
- Added ability to create overriding individual customer discounts (option in Financials Setup -> Lesson Discounts area).
- Added Studio Utilisation Report to schedule section.
- Added Income Report to invoicing section in Other Functions menu (only visible to users without full financials).
- Added Report menu item to Options dropdown menu in schedule section.
- Added Report menu item to invoicing section (only visible to users without full financials).
- Added ability to incorporate booking types into the booking pricing.
- If booking date changes are made, user must now reassign payments to correct date when entering Booking Payments dialog.
- Class counts in schedule tables now match the absent students for the shown date.
- Students selected as absent in attendances will now show 'absent' next to their name in the popup hint box.
- Class date ranges in the lesson pricing dialog are now expandable/collapsable.
- When assigning students to a package in setup the checkboxes are now pre-ticked with assigned students.
- Fixed some problems with sizing of components in the Edit Student dialog.
- Made some other minor bug fixes.
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9.0.2
|
- Added an optional registration identifier (Reg ID) to customers and students.
- Removed the ability for user level 3 staff to access the booking payments dialog.
- Added a dialog for viewing and saving backups.
- Added Reg ID and Customer Type(s) fields to export feature.
- Sped up the auto generation of invoices.
- Made superannuation % entry support two decimal places (for customers with full financials).
- Made some other minor bug fixes.
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9.0.1
|
- The extra note in the skill sets progress report is now remembered for each student.
- Fixed bug in disounts dialog where it sometimes displayed two 'All other lesson formats'.
- Fixed some minor bugs in the invoice emailing area.
- Fixed bug with exporting postcode field for UK customers.
- Fixed bug with error message reappearing when there is an invalid Ezidebit digital key.
- Fixed bug with staff work time report adding additional strange looking entries.
- Fixed bug with booking payments not matching with date schedule changes.
- Fixed bug with default section setting in miscellaneous settings not saving correctly.
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9.0.0
|
- Added Ezidebit integration into Invoicing section (for Australian/NZ users).
- Added new Online Bookings component (setup in Settings -> Other Settings -> Online Bookings).
- Added ability to make individual booking payments from the Edit Bookings dialog.
- Layout of Edit Booking dialog has been altered.
- New booking pricing section has been introduced (Setup -> Financials Setup -> Bookings Pricing & Setup).
- When receipts are printed and emailed an icon will be displayed in receipts list (same as open invoices).
- Added venue selection to Outstanding Booking Payments dialog.
- Some of the minor settings in the Edit Booking dialog will be remembered for easier use.
- Made some improvements to the emailing area.
- Widened the invoice/receipt list area in invoices section (for users without full financials).
- Fixed problem with sometimes being unable to delete customer types.
- Made a number of minor interface alterations.
- Fixed some other minor bugs.
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|
8.5.1
|
- Added medical conditions to student export.
- Fixed bug that displayed error message when editing standards.
- Fixed problem with arrow buttons sometimes not appearing in Customer Types dialog.
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|
8.5.0
|
- Added Staff Work Time Report to Staff section.
- Added ability to show medical conditions selection in online class registration.
- Added ability to override the application's currency symbol (option in Miscellaneous Settings).
- When Online Class Registration is disabled user will no longer see various related settings.
- Fixed bug with not being able to add a class after viewing a class from the make-up classes dialog.
- Fixed bug with schedule screen not refreshing after a make-up class has been enrolled into.
- Fixed some selection bugs in the invoicing section.
- Fixed a rare bug that allowed invoices to appear with a total below 0 when adding a credit.
- Fixed bug with invoices not re-syncing with Xero after a credit is added.
- Made a number of other minor bug fixes and visual alterations.
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8.4.3
|
- Fixed problem with not being able to select bank accounts when paying invoices.
- Fixed some other internal problems that were displaying error messages.
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|
8.4.2
|
- Fixed login problem with Mac version.
- Made some minor interface changes.
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|
8.4.1
|
- New Australian sign ups will no longer receive full financials section, only invoicing and receiving payments.
- Level 1 users now have an access option to view bookings.
- Made some enhancements to the Xero invoices integration.
- Fixed problem with being unable to see highlighted option in some menus on Mac version.
- Made some other minor interface changes.
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8.4.0
|
- Multiple packages can now be assigned to students.
- Added ability to filter by customer types when selecting students in the email, texting and mailing labels area.
- Added ability to change the title of receipts (option in Setup -> Financials Setup -> Invoice Setup).
- Added Accounts Receivable report to invoicing section (not visible when full financials is active).
- Renamed 'Calendar' tab in weekly schedule to 'All Date Ranges'.
- The Email, Text Messaging and Mailing Labels options are now under the 'Messaging' dropdown menu in Customers section.
- Made some minor adjustments to Xero invoicing integration.
- Fixed bug with school entries sometimes not showing in Schools dialog.
- Fixed bug with very last date in a date range not showing in attendance history.
- Fixed rare bug with mailing labels sometimes printing postal address instead of billing address.
- Fixed some other very minor bugs and made some minor interface alterations.
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|
8.3.2
|
- Added ability to not include postcodes in locations and allow manual postcode entry (option in Setup -> Locations).
- Fixed bug with wrong date format being shown sometimes in the Class Details dialog from the Edit Student dialog.
- Fixed some other very minor bugs.
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|
8.3.1
|
- Added UK Facebook link to Help menu.
- Fixed bug with invoice download link sometimes not working for users not using the dedicated email server.
- Fixed bug in discounts dialog that stopped one of the figures reloading.
- Fixed bug in discounts dialog that caused the lesson formats list to be incorrently arranged when editing.
- Fixed some minor interface bugs.
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|
8.3.0
|
- United Kingdom version is now available.
- Made some improvements to Xero integration with invoicing.
- Users can now see the syncing status of their invoices with Xero (option in Invoices -> Other Functions).
- Only level 5 users can now alter staff user levels, usernames and passwords.
- Fixed problem with wrong application icon sometimes appearing.
- Fixed some bugs and made some minor interface alterations.
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|
8.2.1
|
- Venue setup for online class registration has been moved to the setup dialog.
- A default venue can now be selected for online class registration.
- An email can now be configured to send to the customer once the online class registration form is completed.
- Added option to email a list of students who are sent birthday text messages to the business.
- An email is now automatically sent to the business that outlines who has received birthday texts every day.
- Made some other minor alterations and bug fixes.
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|
8.2.0
|
- Added ability to automatically send birthday messages to students (option in Other Settings -> Text Messaging).
- Online Class Reservations was renamed to Online Class Registration.
- Online Class Registration now allows customers to register without selecting a class.
- Made some improvements to the web update component.
- Statistics charts based on dates will now automatically show most recent dates.
- Fixed problem with downloading remote desktop support application on Apple Mac version.
- Fixed error that sometimes displayed after adding an absence reason in setup.
- Made many other minor bug fixes and improvements.
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|
8.1.1
|
- Added new Student Per Class Date Range statistic to Statistics section.
- Fixed bug with class summary printout overlapping text.
- Fixed problems with top dropdown menus randomly producing errors.
- Fixed bug with statistics charts not displaying properly after scrolling.
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|
8.1.0
|
- Made some visual changes and improvements to the Statistics section.
- Added ability to insert class contact address into the class summary report (option in Miscellaneous Settings).
- Added ability to insert ages as year & month on the class summary printouts.
- Added Total Active Customers statistic to Statistics section.
- Customer Credits are now available in the Other Functions menu in invoices (for Xero users).
- Fixed problem with not being able to sync invoices with Xero.
- Fixed some minor syncing bugs with Xero.
- Fixed problem with sometimes being unable to save Email & SMS Settings dialog.
- Fixed problem with student names not appearing in alphabetical order on class summary.
- Made some other minor bug fixes and visual alterations.
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|
8.0.2
|
- Added ability to remove entries from the make-up classes list.
- Added ability to select the customer types of a new customer when adding it from online class reservations.
- Removing a student from a class will now remove the enrolled flag in the make-up classes dialog.
- Made some improvements to the web update component.
- Made some visual changes to the Statistics section.
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|
8.0.1
|
- Added Enrolled Date(s) column to Make-up Classes dialog.
- Statistics will now update on a weekly basis (first update will be Mon 17th Sep, no data will be shown until then).
- Fixed problem with enroll button in Make-up Classes dialog being disabled on classes that should allow enrollment.
- Fixed problem with adjusting the maximum make-ups per students count.
- Fixed some display bugs in the Statistics section.
- Fixed bug with online class reservations standard not saving in Edit Standard dialog.
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|
8.0.0
|
- Customers can now be split into different types showing each type in a different tab (option in Setup -> Customer Types).
- Students can now be temporarily enrolled into classes on particular dates.
- Added ability to view students that require make-up classes (option in Schedule -> Options dropdown menu).
- User can now specify particular absence reasons for allowing make-up classes.
- Statistics section has been completely redeveloped and improved.
- Released new Apple Mac version with improved Mountain Lion support.
- New product logo has been inserted.
- Altered splash screens with new graphics.
- Replaced version history page with updated one.
- Altered the way the email server feature is activated.
- Fixed problem with bill amounts sometimes showing incorrectly in expense accounts.
- Made numerous minor bug fixes and other internal alterations.
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|
7.6.3
|
- Added ability to add both packages and regular class pricing for students on invoices (option in Financial Setup -> Student Packages).
- Fixed problem that sometimes occurred with calculations in staff payroll.
- Made some other minor bug fixes.
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7.6.2
|
- Xero integration is now fully functional in the Apple Mac version.
- Improved the software update component for users that have caching issues.
- Added option to Edit Venue allowing the venue to be shown or not shown in online class reservations.
- Made some adjustments for the new financial year.
- Made some minor adjustments to the Xero integration.
- Fixed bug with showing sub-accounts on the Income History report.
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7.6.1
|
- Added Income History (Cash Basis) report to financials.
- Fixed problem with email sent icon not appearing when sending invoices via our email server.
- Made some alterations to the email sending engine and improved speed further.
- Made some interface alterations.
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7.6.0
|
- The Online Class Reservations feature is now available and can be setup via Setup -> Other Settings.
- Online class reservation entries can now be accessed via the dialog located in the Options dropdown in the Schedule section.
- Invoices can now be integrated and synchronized with Xero (option in Setup -> Financials Setup -> Xero Integration).
- Sending emails via our dedicated email server has been greatly enhanced with improved speed and reduced connection issues.
- Added ability to change text background color and to import office documents into the email editor.
- Added ability to bulk checkbox students to assign a student package to.
- Added ability to flag an absence reason so staff will be recorded as completing the class if one student has that absence reason.
- Fixed some mouse cursor related problems in the Apple Mac version.
- Made some minor visual improvements.
- Made some other very minor bug fixes.
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7.5.0
|
- All ThinkSmart Software customers can now see their receipts from the main Help menu (only available for level 5 users).
- Added ability to insert notes into Edit Class and Edit Booking dialogs.
- Added option in Miscellaneous Settings to insert class notes onto class summary printout.
- Added various configuration options for new online class reservations feature (disabled for now - coming soon).
- Added ability to change invoice date and payment due date on multiple checked invoices at once (Bulk Change Dates option).
- Added selection to accounts receivable report allowing user to show only people, organisations or both.
- Added ability to switch off access to Staff section for level 1, 2 and 3 users (option in Edit Staff dialog).
- Description column can now be removed from the student progress reports.
- When exporting students to a CSV file, students in classes of specific lesson formats can now be selected.
- Altered the Setup section and included popup menus for easier use.
- Fixed bug in customer credits which made the invoice display an error after assigning the credit.
- Fixed problem with classes that were assigned to a user level 1 staff member via schedule changes not showing in the schedule.
- Fixed problem with help notes not displaying properly on some computers.
- Fixed problem with email editor sometimes clearing images when forwarding.
- Fixed bug in invoices that sometimes displayed rogue text in items of a generic invoice.
- Made various visual alterations and other minor bug fixes.
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7.4.2
|
- Added a start date field to Edit Student dialog.
- Added ability to calculate the discounts on a per-student basis.
- Made the SMS features more secure and stable.
- Fixed some minor bugs.
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7.4.1
|
- All classes of a student with a package can now be shown on an invoice (option in Setup -> Financials Setup -> Student Packages).
- Fixed rare problem with time availability checking for bookings sometimes not working across studios.
- Fixed some interface issues on the Apple Mac version.
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7.4.0
|
- Added ability to associate a student to a package with a set price (option in Setup -> Financial Setup -> Student Packages).
- Added ability to insert the student balance to the class summary printout.
- Any email addresses entered in the customers, students or staff sections are now automatically checked for correct formatting.
- All Operational Details dropdowns in the Edit Student dialog can now be reset to a 'none' value.
- Added 'View Backups' option to main Connection menu.
- Removed automated backups (was causing network traffic overloading - backups are still performed on server or manually).
- Fixed some minor bugs.
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7.3.0
|
- Added selection in invoice receipts where user can select to show last 100 or 1000 receipts, or have them grouped by customer.
- Added ability to view all report previews in the system's default PDF viewer (option in Other Settings -> Miscellaneous).
- Added a Preview button to the top of the invoices dialog.
- If dedicated email server goes down, a backup server will now kick in and send emails in its place.
- Made the notes field in the invoices area accept an unlimited amount of text instead of 256 character limit.
- Fixed problem with certain characters not being exported with PDFs properly on Apple Mac.
- Fixed problem with not being able to reopen files from previous emails sent on Apple Mac version.
- Fixed some more interface issues on Apple Mac version.
- Made some very minor bug fixes and interface changes.
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7.2.3
|
- The Bulk Add Notes function in invoices now allows user to enter multiple lines.
- Now allows organisation names (in customers section) to be longer than 32 characters.
- Now allows lesson format names to be longer than 32 characters.
- Fixed some more interface issues on Apple Mac version.
- Made some very minor interface changes.
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7.2.2
|
- Pressing the Add Custom Invoice button will now dropdown a menu allowing user to add a class invoice or generic invoice.
- Fixed a bug that was occurring for some users in email invoices area.
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|
7.2.1
|
- Fixed some further interface problems with the Apple Mac version.
- Fixed bug that sometimes occurred with staff schedule table showing black spaces when no classes are showing.
- Made some other minor alterations.
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|
7.2.0
|
- Fixed some serious interface issues with the Apple Mac version.
- Added ability to edit the email message that is sent with invoices & receipts from the invoices area.
- Two email addresses can now be inserted for customers instead of just one.
- Added ability to log a staff member out of their mobile app from the Edit Staff dialog.
- Made some visual alterations.
- Fixed some other minor bugs.
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|
7.1.1
|
- Fixed bug in invoices section that didn't allow changes to notes to be saved.
- Fixed another bug in invoicing that caused the account balance on the printout to be wrong.
- Made some other very minor visual changes.
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|
7.1.0
|
- Integration with mobile app completed (currently iPhone & iPad compatible only).
- Altered the layout of invoices dialog and printed invoice, adding Amount Paid and Balance Due.
- Added ability to insert an item into multiple checked invoices at once (Bulk Add Item option).
- Added ability to add skill sets onto the class schedule printout.
- Made invoice PDF documents significantly smaller in size making emailing faster.
- Fixed bug that sometimes displayed error message when standard's skill sets were saved.
- Altered the way invoices are uploaded and shared when emailing (now uses HTTP instead of FTP).
- Commas can no longer be used as dilimeters in the email & SMS sections, only ';' characters will now work.
- Made some minor visual alterations.
- Fixed some other minor bugs.
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7.0.4
|
- Changed the date format on the class schedule printout.
- The duration field in Edit Class and Edit Booking dialogs will now accept a double digit hour.
- Fixed rare bug that displayed an error message when applying discounts in an invoice.
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|
7.0.3
|
- Fixed urgent problem with being unable to SMS.
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|
7.0.2
|
- Added ability to add up to four additional family discounts.
- Fixed bug with automatically upgrading mac version.
- Fixed some other minor bugs.
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|
7.0.1
|
- Added ability to change the title of the progress report as well as option to display ticks instead of dates.
- Made some small changes to the staff payments window.
- Remote desktop support is now working on Apple Mac version.
- Fixed problem with automatically calculating super in staff payments.
- Fixed some bugs with saving PDF files from print preview on Apple Macs.
- Made some other minor visual adjustments and bug fixes.
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7.0.0
|
- Added a new and improved lesson discounting system.
- Added ability to assign staff members to bookings.
- Added ability to set a customer as a person or organisation.
- Added ability to assign an income account and a price to a booking type.
- Paid bookings now display a '$' symbol in the schedule table cells.
- Renamed 'Students' section to 'Customers'.
- Renamed 'Contacts' to 'Customers'.
- Renamed 'Instructors Schedule' area to 'Staff Schedule'.
- Altered the layout of Outstanding Booking Payments dialog.
- Removed payment options from Edit Booking dialog (payments are now processed via ThinkSmart POS).
- Bookings associated with staff are now displayed in staff schedule area.
- Added ability to generate a student progress report from the Alter Student's Standard area (comprehensive grading must be active).
- Added ability to send SMS reminder messages when invoices are emailed.
- Email & SMS area now has a showing message count dropdown (defaulted to 10) so that all message are not loaded when entering.
- Backups can now only be done by level 5 users.
- Fixed bug with all customer credits being added when only selecting one to be added to a custom invoice.
- Fixed calculation bug in reconciliation dialog for credit card accounts.
- Fixed some problems with classes and bookings flickering on the schedule tables.
- Fixed bug with screen sometimes not refreshing properly when deleting a class in the staff schedule.
- Fixed problem with scrollbar in customers area sometimes not sizing properly.
- Fixed problem with GST Paid account history not refreshing properly.
- Fixed bug with class schedule report sometimes not showing classes with no staff.
- Made some other minor bug fixes and visual alterations.
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6.3.4
|
- Bookings can now be associated with existing contacts (as well as walk-ins).
- Made some minor fixes to some of the financial reports.
- Fixed bug with error message appearing sometimes after editing a school from setup.
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6.3.3
|
- When a lesson format is selected in an invoice the linked income account is now automatically selected.
- Added 'Freight' cost of sales account.
- Freight amounts are now added onto POS bills.
- Fixed bug with not being able to see inactive accounts sometimes in financials.
- Fixed many other minor bugs.
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6.3.2
|
- Fixed bug with not being able to add credits to invoices.
- Fixed problem with wrong values sometimes showing in income accounts when net values are showing.
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6.3.1
|
- Fixed bug with some users that have POS linked to the product having trouble entering financials.
- Fixed bug with some users getting an error message displayed after attempting to send an email or SMS.
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6.3.0
|
- Lesson formats can now be assigned to income accounts for easier income tracking in financials.
- An income account can now be assinged to each item in an invoice.
- Adding an invoice item allows you to select from class item and custom item.
- Products and service in POS can now be linked to income accounts.
- Current asset accounts can now be linked to POS and associated with a cost of sales account.
- Added notes column to account history export.
- The default income accounts can now be made inactive.
- Database web server was moved to an Australian based data centre.
- Fixed bug with being able to add new accounts of the same name.
- Fixed bug with inactive accounts not in bills.
- Fixed some other minor bugs.
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6.2.3
|
- Added ability to enter a location to search by in the select location dialog for addresses.
- Added ability to bulk insert an absence reason into attendances via a dropdown menu in the attendances panel.
- Fixed bug with error message appearing after viewing a paid staff payment record.
- Fixed bug with old tax figures in staff payments not showing correctly.
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6.2.2
|
- Added Balance Sheet and General Ledger reports to financials.
- Added new employee tax calculations in payroll.
- Made some speed improvements when loading account history.
- Made some speed improvements when generating some financial reports.
- Fixed bug where GST can be applied to bills that are associated with credit card accounts.
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6.2.1
|
- Account history can now be viewed in net or gross where applicable.
- Added 'Follow Us On Facebook' item to the top Help menu.
- Fixed a minor rounding issue in staff payments.
- Made some other minor bug fixes.
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6.2.0
|
- Added Trial Balance and GST Audit reports to the reports area in financials.
- Made many internal changes to the financials section.
- Added BAS Detail report to the BAS statement dialog.
- Made some minor changes to account history in financials.
- Accounts can now have their opening balance altered once they are created.
- Added Tax Type field to Edit Account dialog allowing account to have a specific tax configuration.
- Showing a date range balance in the account history will now include the opening balance in the balance totals.
- Added the payment date to the bottom of the receipt in the invoices dialog.
- Added the studio to the class schedule printout.
- Made various minor interface changes to some areas in financials.
- Fixed bug with error being displayed when adding a referral source from Edit Student dialog.
- Fixed rare issue with staff payments not rounding properly causing payment to be out by 1 cent.
- Fixed bug with superannuation sometimes not being calculated correctly for sub-contractors.
- Fixed problem with weekly schedule not showing when Windows is displaying the classic theme.
- Fixed some other minor bugs.
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6.1.13
|
- Fixed urgent problem with being unable to enter the receive payments dialog.
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|
6.1.12
|
- Added ability to pay an invoice from the invoice dialog (new Pay button at bottom).
- Fixed some display bugs in account history in financials.
- Fixed rare bug in reconciliation that incorrectly updated bank account balances.
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6.1.11
|
- Application no longer uses the regional Windows date format and now uses the date format setting in Other Options.
- Fixed some minor bugs with editing reconciliation records in financials.
- Fixed bug with copying classes sometimes stalling when no enrollments are copied.
- Fixed some other very minor bugs.
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6.1.10
|
- Altered layout of invoices dialog and added Other Options dropdown button.
- Added ability to view the customer's contact information from the invoice (option in Other Options).
- User created income accounts have now been changed to bank accounts.
- Fixed bug with generating profit & loss report and displaying reconciliations.
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6.1.9
|
- Made some minor alterations to account history in financials.
- Made some improvements and fixed a rare bug in the remote desktop support function.
- When all time slots aren't showing and no classes or bookings are displayed, the schedule will no longer revert to showing all again.
- Made some minor changes to the web update component.
- Fixed a rare bug with error appearing after editing the time of the last class in the schedule when all rows are shown.
- Fixed bug with error appearing if tabs in weekly schedule are clicked on while classes and bookings are loading.
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6.1.8
|
- Made some minor interface alterations.
- Fixed problem with empty table appearing if there are no bills in accounts payable.
- Fixed bug with error appearing sometimes after attempting to delete a sub-account in the chart of accounts.
- Fixed some other minor bugs.
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6.1.7
|
- Altered layout of account history in financials.
- Added Statement button above chart of accounts.
- Altered the layout of the Add/Edit Bills dialog in financials.
- Added outstanding staff payments to accounts payable.
- Made some visual alterations to the accounts payable dialog.
- Renamed 'Fees' and 'Retail' income accounts in financials to 'General Income' and 'POS Income'.
- Displaying account history in financials will now automatically scroll to the bottom.
- Fixed problem with wrong custom studio names sometimes appearing when an instructor conflict warning appears.
- Fixed bug with checking studio availability from the date ranges dialog when entering from setup section.
- Fixed bug with error message sometimes appearing after adding a new subaccount in the chart of accounts.
- Fixed a rare bug that would display an error in schedule section when refreshing the screen after deleting a class.
- Fixed some other very minor bugs.
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6.1.6
|
- Added ability to set the email message and subject when sending receipts (settings in Email & SMS Setup).
- Made some internal improvements to the invoice/receipt emailing section.
- Fixed the ordering of the Fees income account history in financials.
- Fixed bug with not being able to add new bills.
- Fixed a few other minor bugs.
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6.1.5
|
- Profit & Loss report in financials is now displayed on a accrual basis.
- Renamed Customer Balance Summary report to Accounts Receivable.
- Fixed problem with 'Subaccount of' field in Edit/Add Account dialog in financials not showing all parent accounts.
- Fixed bug that caused attendances table to freeze after deleting a class.
- Fixed some minor bugs that occurred when no date ranges were entered.
- Fixed problem with outstanding bookings dialog not displaying ageing properly for bookings associated with date ranges.
- Fixed rare bug with bookings and classes turning gray in daily schedule.
- Made some other minor interface changes and bug fixes.
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6.1.4
|
- Parent accounts in the chart of accounts in financials can now have their child accounts expanded or collapsed.
- The history of expense accounts in financials now show all bills, paid and unpaid.
- The BAS statement will now allow the user to manually alter 1A and 1B fields.
- Added new Credit Card account type to financials.
- Fixed bug with error message appearing after adding a new booking type.
- Fixed bug that displayed error when generating a calculated staff payment record with many classes.
- Fixed problem with nonsensical dialog appearing after reducing the number of studios at a venue.
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6.1.3
|
- Other Current Asset and Other Current Liability account types were renamed to Current Asset and Current Liability.
- Fixed bug with error being displayed after deleting last class or booking on schedule when all rows aren't showing.
- Fixed bug with student counts in the schedule tables sometimes showing more students than are actually enrolled.
- Fixed bug with error sometimes appearing after undoing journal entries.
- Fixed bug with studio hire fees sometimes being duplicated in the Fees account history in financials.
- Fixed bug with pay records sometimes being saved as a different employment type.
- Made some other minor bug fixes.
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6.1.2
|
- Changed the layout of the account history for GST Credits in financials.
- Fixed bug with error report appearing after adding a new booking.
- Fixed rare problem with not being able to insert a new booking or class into some empty spaces in the schedule.
- Made a few minor user interface alterations.
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6.1.1
|
- Added ability to make booking types active/inactive.
- Added total outstanding amount to bottom of Vendors dialog.
- Renamed 'Bills' area in financials to 'Accounts Payable'.
- Fees account in chart of accounts now displays all invoices and all booking payments, paid and unpaid.
- Fixed bug with error appearing when a customer statement report is generated.
- Fixed bug with error appearing when a student's standard is altered from the class.
- Fixed a few other minor bugs.
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6.1.0
|
- Dramatically improved the loading time of the application on slower computers.
- Made some internal improvements related to memory management.
- Made some speed improvements to various dialogs.
- Added ability to make venues active/inactive allowing them to be (or not be) shown as a button in the schedule section.
- When students are changed from one class to another the user will be asked if attendances should be copied also.
- All scrollbars in the application's tables are now proportional to the amount of data in them.
- All dropdown items in the invoice area are now sorted alphabetically.
- When searching for an invoice number to receive payment for, a warning will be given if the invoice has already been paid.
- Improved email/SMS custom filtering for date ranges.
- Removed the current class counts in the staff section.
- Fixed various errors that occurred if user's Windows date format is different from the country's default.
- Fixed problem with not being able to multi-select customer credits when adding them to an invoice.
- Fixed bug with single day classes sometimes appearing on Mondays instead of their actual day in the weekly schedule.
- Fixed bug with error message sometimes appearing when not showing empty rows in instructors schedule.
- Fixed problem with Open Invoices By Instructor report causing error when generating.
- Fixed bug with error message appearing with email and SMS filtering when a instructor is selected.
- Fixed problem with wrong studio names sometimes appearing in the Edit Bookings dialog.
- Fixed rare bug with the wrong number of attendances showing on the class schedule printout.
- Fixed many other minor bugs.
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6.0.4
|
- Added ability to print multiple dates on the class schedule printout.
- Added option to turn on/off copying of student enrollments when copying classes from one date range to another.
- All the class's students are now displayed consistently in alphabetical order.
- Fixed some problems with the suburb sorting in the Select Location dialog.
- Fixed some problems with class schedule changes not being reflected in the class schedule printout.
- Fixed bug with booking types dialog crashing sometimes when nothing was entered into it.
- Fixed bug with superannuation accounts that caused application to freeze when entering financials.
- Fixed bug with classes that had two or more instructors assigned to them not appearing in the instructors schedule printout.
- Fixed bug with sort order of booking types sometimes not being remembered.
- Fixed bug in Enroll Student dialog that displayed error if venues were changed while tabs were refreshing.
- Fixed problem with class schedule printout sometimes displaying empty pages.
- Fixed problem with time editbox in Edit Booking not snapping to the default time interval.
- Fixed some minor visual bugs.
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6.0.3
|
- Added No. Of Bookings column and Delete Bookings button to Date Ranges dialog.
- A negative value can now be entered into the opening balance field in the Add Account dialog in financials.
- Fixed problem with negative values not being allowed to be entered into the Edit Bill dialog for expenses.
- Fixed problem with Add Item button in invoices not being enabled.
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6.0.2
|
- Added option to allow level 2 users no access to Student section.
- Fixed problem with error appearing after entering the Enroll Student dialog.
- Fixed problem with different custom studio names appearing in the classes on the Enroll Student dialog.
- Fixed bug that allowed user to click on other buttons while financials was loading sometimes causing an error.
- Made some minor visual changes.
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|
6.0.1
|
- Fixed problem with error message appearing sometimes after displaying single day and variable dates bookings.
- Fixed problem with Attendances button on daily schedule view not working.
- Fixed some bugs regarding attendances.
- Fixed problem with horizontal scrollbar not appearing in the daily schedule table.
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6.0.0
|
- The daily, weekly and instructors schedule views now have a consistent look and feel.
- Attendances has been completed redeveloped and relocated to the schedule section.
- Venues in schedule section now display as buttons instead of a table.
- Altered the look & feel of the Edit Class and Edit Booking dialogs.
- Student's attendance history has been completely redeveloped and made more concise.
- Weekly classes and bookings can now be removed or rescheduled (by date, time, studios or instructors) for a particular day.
- User can now create classes with no instructor, no standard and no lesson format.
- User can now assign multiple studios to classes and bookings.
- User can now enter classes assigned to single days and variable dates.
- Class schedule printouts can now be customized from the Other Settings dialog.
- Standards or lesson formats can now be shown in cells in schedule tables.
- Classes and bookings can now be colour coded.
- Classes and bookings now have improved mouse hover popups.
- Date ranges can now be assigned to bookings.
- Added ability to add, edit & delete customized booking types.
- User can now customize what is in the schedule table cells for classes and bookings.
- When selecting a suburb in an address, a new improved selection window appears.
- Suburbs or the same name can now be entered.
- Classes can now have a contact associated with them.
- User can now enroll more than one student from the student selection dialog at a time.
- Filter dropdown in schedule now shows booking types as well as standards/lesson formats.
- Adding a contact now gives option to automatically create a new student.
- Class schedule printouts now include dates instead of week numbers for attendances.
- Added the option to show a Log Out button on main screen's left pane.
- User can now temporarily reorder the columns in the instructors schedule table.
- User level 1 can now access the daily schedule (but can still only see their own classes).
- Administrator user now has the ability to give level 2 users access to see bookings in schedule.
- Added a new startup splash screen to application.
- Updated application's main icon.
- Drag and drop has been temporarily removed.
- Made a lot of speed improvements throughout various sections of the software.
- Many other minor enhancements, visual improvements and bug fixes.
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5.0.18
|
- Significantly sped up the select student and select customer dialogs when finding names.
- Temporarily removed balance sheet from financials (will be included in new major update).
- Made some minor adjustments to BAS statement layout.
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|
5.0.17
|
- Fixed a problem with uploading invoices to the web server when emailing them.
- Fixed a bug that made bills for inactive staff's superannuation accounts.
- Fixed a couple of minor bugs in financials.
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|
5.0.16
|
- Made some critical alterations to the connection process.
- Fixed some layout issues with the profit & loss report.
|
|
5.0.15
|
- Added Fees and Retail income accounts to chart of accounts in financials.
- Split the employee wages and sub-contractor payments in Staff Payments account history.
- Added GST selection to the Staff Payments account history.
- Selecting history for Accounts Receivable in financials will now display the Customer Balance Summary report.
- Selecting history for Accounts Payable in financials will now display the bills dialog.
- Made some minor adjustments to the BAS statement, profit & loss and balance sheet.
- User can now select an age range of a student when email and SMS filtering.
- Fixed some other very minor bugs.
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|
5.0.14
|
- Added a new Balance Sheet report to financials section.
- Cost Of Sales accounts are now included in the Profit & Loss report.
- User can now select an exact age of a student when email and SMS filtering.
- Sub-contractor's GST is now included in the GST Credits account history and BAS statement.
- Fixed problem with sub-contractor's invoice not spanning multiple pages properly.
- Fixed some minor rounding issues in staff payments.
- Fixed some other very minor bugs.
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|
5.0.13
|
- Replaced the Profit & Loss with a new layout and improved the time it takes to generate it.
- Added some restrictions and warnings on the size of email attachments that can be sent.
- A tax invoice can now be printed for sub-contractors in Staff Payments.
- Payslip for casual employees now displays hours worked instead of description.
- Fixed bug with error message appearing after closing Financial Reports dialog.
- Fixed bug that displayed an error if user attempted to save a PDF from the Print Preview dialog a second time.
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|
5.0.12
|
- Replaced the employee payslip in Staff Payments with a new layout.
- Employee payslips can now be previewed as well as printed.
- Added 'Owners Equity' and 'Fixed Asset' account types to financials.
- Fixed some problems with users with particular Windows privileges not being able to run the application.
- Fixed bug that caused an error when viewing history for certain financial accounts after clicking the 'Date range balance' checkbox.
- Fixed problem with only positive amounts being allowed to be entered into a reconciliation.
- Fixed rare bug in journal entries with sub-accounts of the same name sometimes not assigning funds correctly.
- Fixed some other minor bugs.
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|
5.0.11
|
- Added ability to specify a payment date for staff payment records.
- Added CVV entry to the credit card section on the payment slip of the printed invoice.
- Fixed bug with paid invoices sometimes not appearing.
- Fixed rare bug that shows bookings and classes as having infinite durations.
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|
5.0.10
|
- Removed Funds Transfer function from Financials (journal entries should be used to adjust account balances).
- Sped up the loading time of account history in Financials.
- Added opening balance figure in Account History in Financials where applicable.
- Fixed urgent bug with last contact added not showing in contacts table.
- Fixed some other minor bugs.
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|
5.0.9
|
- Added ability to insert more than one customer credit when auto-generating invoices.
- All schedule tables will now highlight the time and column name of selected cell as a guide.
- Removed yellow horizontal guide line on daily and instructors schedule tables.
- Made some improvements to the loading speed of the data in the Students section.
- Made some minor adjustments to superannuation calculations in staff payments.
- Fixed bug with email and SMS filtering sometimes not working when selecting age groups.
- Fixed problem with deleting invoice items and dropdown box sometimes staying visible.
- Fixed some visual inconsistences.
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|
5.0.8
|
- Fixed bug with profit & loss report sometimes not displaying the staff payment amounts properly.
- Fixed bug with error being displayed when BAS statement is being generated and superannuation bills dialog is shown at the same time.
- Fixed bug with tax sometimes not being calculated when including custom discounts.
- Fixed problem with journal entries appearing in staff payments account history for taxation and superannuation views.
- Fixed some other very minor issues.
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|
5.0.7
|
- Daily schedule and instructors schedule tables now show yellow horizontal guide line on the selected row.
- User is now prompted to remove all customers that have no email address at once (instead of individually) when emailing invoices.
- User is now warned if an invoice has already been emailed to a customer when emailing invoices.
- Fixed problem when sorting by names in students and staff section not ignoring the case of the text.
- The BAS statement and superannuation payments warnings will now only be shown for level 5 users.
- Fixed minor bug in Email & SMS Settings where an error would sometimes appear when OK was clicked.
- Made some other very minor interface changes and bug fixes.
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|
5.0.6
|
- Added ability to set a custom email subject when emailing invoices (option in Setup -> Email & SMS Setup).
- POS refunds will now show as debits in account history in financials.
- Fixed bug with the payment period changing when editing superannuation accounts.
- Fixed problem with invoices list sometimes automatically scrolling back to selected invoice when a checkbox is clicked.
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|
5.0.5
|
- Enhanced the web update component with an automatic download resume and a cancel button.
- Fixed some visual inconsistencies.
- Fixed problem with profit & loss report not generating.
|
|
5.0.4
|
- Added ability to turn on/off drag and drop in daily schedule section (setting in Setup -> Other Settings).
- Added ability to insert reference text for a receipt when paying a bill.
- Fixed bug with not being able to select absense reasons in attendances table.
- Fixed bug with financial account history sometimes showing a receipt hover popup incorrectly when linked with a part-paid bill.
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|
5.0.3
|
- Added ability to automatically generate bills for the superannuation funds.
- Added some new fields to the Edit Superannuation Fund dialog.
- Removed 'Superannuation' account and replaced it with 'Superannuation Paid' account.
- Removed restriction of only being able to insert one of the same expense account type into a bill.
- Fixed problem with sorting order in BAS statements table.
- Fixed bug with invoices area freezing when undoing a part-paid outstanding invoice that was paid from POS.
- Fixed bug with error that would occasionally occur when keyboard is pressed when a please wait message is shown.
- Fixed a rare bug with editing journal entries and account balances not matching.
- Made some other minor interface changes.
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5.0.2
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- Searching for contacts in the Students section will now find phone numbers and text in the notes instead of just names.
- Searching for students in the Students section will now find text in the notes instead of just names.
- Added ability to find a bill receipt by vendor name.
- Invoice credits are now displayed on the customer statement.
- Fixed bug with error being displayed when undoing staff payments for employees.
- Fixed bug that displayed error when adding superannuation accounts from Employee Details dialog.
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5.0.1
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- Added ability to enter superannuation funds (new button in Financials Setup).
- Superannuation funds can now be selected from the Employment Details dialog.
- Added new Superannuation account to chart of accounts which shows a breakdown of super paid for each individual fund.
- Employee Tax account in chart of accounts now shows a breakdown of tax paid on a quarterly basis.
- User now has the option to run a slightly faster unencrypted connection (setting in Connection -> Connection Settings).
- Fixed rare bug that caused an error when selecting selecting contacts or students for SMSing.
- Fixed problem with level 4 users being able to access journal entries, reconciliation and employment details.
- Fixed bug with cells in the schedule table turning white sometimes when selecting them.
- Fixed bug with bank account details not being saved in Employment Details dialog.
- Fixed bug with pay schedule sometimes not being saved in Employment Details dialog.
- Fixed problem with error message being displayed occasionally when emailing invoices/receipts.
- Fixed bug when connecting via a HTTP connection.
- Made some other minor internal bug fixes.
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5.0.0
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- Invoices & receipts can now be emailed to recipients (new button in header of Invoices dialog).
- There is now an option to use a dedicated DanceBiz email server specially built for bulk emailing (setting in Email & SMS Setup).
- Added new account reconciliation function to financials (new 'Reconcile Accounts' button in financials).
- Added ability to add, edit and delete journal entries to accounts in financials section (new 'Journal Entries' button in financials).
- Added ability to make a staff member a casual employee.
- Enhanced Staff Payments and Employment Details with many new options.
- Added Customer Credits to financials (new button at top of financials section).
- Application now contains new button icons and images.
- Added ability to filter by class times in Custom Select Contacts & Students dialog when emailing, SMSing and printing labels.
- Added ability to set a default absence reason to be automatically pre-selected in attendances (option in Setup -> Absence Reasons).
- Application can now connect via HTTP if firewall is blocking connection (option in Connection -> Connection Settings).
- Added Edit Booking button to Outstanding Payments dialog in daily schedule area.
- Added ability to edit an invoice from the Receive Payment dialog.
- Double-clicking on an account in chart of accounts will now display History dialog instead of Edit Account dialog.
- Added ability to export financial history into a CSV file (Excel compatible) from the Account History dialog.
- Added ability to insert empty space at the bottom of each class in the class list (option in Other Settings).
- User can now use the Funds Transfer function in financials to transfer between POS and non-POS accounts.
- Invoices that span more than one page will now print correctly.
- Fixed rare bug with backup causing an error that crashes application.
- Fixed bug with checkbox sometimes appearing over Find By Invoice Number button when selecting a customer to receive payment from.
- Fixed issue with dialog used to edit emails not sizing correctly.
- Fixed problem with being able to make a student active while their contact is inactive.
- Fixed some drag and drop bugs on Daily Schedule table.
- Fixed error that occurs when an unreasonably large price value is entered into an invoice.
- Fixed problem with columns in Invoices dialog not sizing correctly when vertical scrollbar was shown.
- Fixed bug where deleting a staff member from Other Staff didn't remove their equivalent financial accounts.
- Made lots of minor visual alterations to the interface layout.
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4.0.14
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- Added ability to adjust font size, print the student's age, standard and notes in instructors schedule report.
- Notes in invoices can now be made red by including a "<red>" text tag at the begining of the notes (eg. "<red>Payment now due!").
- Improved loading speed of database access in some areas.
- Added a funky random animation to the DanceBiz logo on startup.
- Level 1 users can now see students in Edit/View Class dialog, however all phone numbers are not visible.
- Added ability to alter a student's standard and skill sets from the Edit/View Class dialog if comprehensive grading is enabled.
- Invoices that total $0 can now be paid.
- GST Paid account in financials will now appear below GST Credits in chart of accounts.
- Added ability to keep POS financial records separate from coaching business (option in Setup -> Financials Settings -> POS Settings).
- Income accounts in financials now behave like bank accounts (all existing income accounts have become expense accounts).
- Fixed small bug in Waiting List where Edit and Contact Details buttons would produce error messages.
- Fixed problem with description text in generic invoices being shortened.
- Fixed some other minor bugs.
- Fixed some visual inconsistencies.
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4.0.13
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- Added new dropdown in print preview dialog with more zooming options.
- Added ability to create generic custom invoices with a description column (checkbox in select customer dialog after adding invoice).
- Added 'Find By Invoice Number' button in receive payments select customer dialog.
- Added 'Remote Desktop Support' option to Help menu.
- Made some internal adjustments for integration with coming point of sale system.
- Fixed bug where initial date of attendance history would sometimes be wrong after unenrolling a student.
- Fixed problem where selected invoice item wasn't highlighting after adding or deleting.
- Made some minor visual alterations.
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4.0.12
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- Added a instructors schedule report to Instructors Schedule area in Schedule section (Print button).
- Added new user level (4) that can only access invoices and receive payments in Financials section (all current level 4 users are now 5).
- Added ability for level 2 users to alter standards & skill sets from Other Options dropdown when comprehensive grading is active.
- Added student's age to student export feature.
- Fixed problem with sometimes not being able to delete venues.
- Fixed problem with a connection error occasionally being displayed when showing the Edit Class dialog.
- Fixed problem with items in invoices automatically selecting other items as text is entered.
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4.0.11
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- Added ability to filter the classes by standard in Weekly Classes ('Show' dropdown button).
- Added ability to for bank and undeposited funds accounts to show a date range balance in Account History.
- The Current Classes column of the Instructors table in the Staff section will now not be displayed for level 1 & 2 users.
- Added ability to edit the standard and skill sets of students from Other Options dropdown when comprehensive grading is active.
- Level 2 users now have optional access to email/SMS area.
- Removed ability for level 1 users to view the popup contact information hint on the student names in Attendances section.
- Removed ability for level 1 users to view the enrolled students table in the Edit/View Class dialog.
- The 'Any currently running classes' option is now defaulted for date range when entering the Custom Select Contacts & Students dialog.
- Fixed bug with Edit Student dialog sometimes showing wrong standard when adding a new student with comprehensive grading.
- Fixed bug with long text in Instructors Schedule grid not printing correctly and moved student counts next to studio number.
- Fixed problem with being able to receive an outstanding invoice amount that is more than what is outstanding.
- Made some other minor bug fixes.
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4.0.10
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- Fixed urgent problem with being unable to add new students.
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4.0.9
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- Added ability to edit waiting list entries from the Waiting List section.
- Made some internal adjustments for integration with coming point of sale system.
- Fixed problem with user being forced to enter studio names when adding a new venue.
- Fixed problem with student incorrently not being allowed to be enrolled from the Edit Student dialog.
- Fixed problem in Invoices with Undo Payment(s) button not being shown if first invoice showing is part-paid.
- Made some minor visual alterations.
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4.0.8
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- Attendance History now displays attendances for currently active classes as well as old classes.
- Replaced the engine that saves PDF documents from the print preview window.
- Added 'Display each instructor on a separate page' option to Classes Summary.
- Made some minor visual improvements to the Attendance History window.
- User will now be asked if they want to delete contact's invoices when making them inactive after removing their students from classes.
- Fixed problem with email window sometimes appearing behind the previous window when sending emails.
- Fixed error that occurred when user tried to save a PDF to an existing file that was already open.
- Fixed some issues with the class counts in the Students section not being updated sometimes.
- Fixed problem with editing classes times in the Edit Venue dialog.
- Made some minor visual alterations.
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4.0.7
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- Added an Age column to the waiting list.
- Added ability to select a specific day when showing the Classes Summary.
- Added Other Current Asset and Other Current Liability accounts to Profit & Loss report in Financials section.
- Fixed some minor layout issues in the Profit & Loss report.
- Fixed error that would occasionally occur when first registering for SMS.
- Fixed minor bug in skill sets area where a non-existent skill set can be edited.
- Made some minor interface alterations.
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4.0.6
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- Added ability to alter columns that are displayed in Classes Summary (option in Settings -> Other Settings).
- Added lesson format to the title of each class in the Classes Summary.
- The Not Paid asterisk in the class summary will now be displayed only if the client has an outstanding invoice.
- Fixed problem with BAS statements that are generated for the last quarter showing the current financial year.
- Fixed problem with invoice number being shown in customer column of Select Invoice dialog when searching for invoices.
- Fixed problem with not allowing user to show student's classes when between date ranges.
- Fixed rare error that sometimes occurs when a new update is available and user logs in before dialog appears.
- Fixed problem with student's class count sometimes not being properly adjusted when removing from a class in the Students section.
- Fixed problem with the standard column in Students section sometimes being incorrectly updated when adding a new student.
- Fixed problem with classes sometimes being wrongly restricted from being added to the bottom of the weekly classes table.
- Made some minor visual adjustments.
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4.0.5
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- Open Invoices By Instructor report now shows outstanding total, not invoices total.
- Fixed problem with not allowing changing or removing of students from classes in the Students section when between date ranges.
- Fixed some visual inconsistencies with the email/SMS contact selection dialog.
- Fixed problem in staff payments with temp instructors sometimeshaving time allocated when no attendance is recorded.
- Fixed bug in staff payments that removes pricing from the Pay column when deleting an item.
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4.0.4
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- Added 'Contact Details' button to Waiting List section.
- Application will now size itself correctly on low resolution screens.
- Fixed bug with last column in the schedule table not being cleared when toggling between days and weeks.
- Fixed bug with error sometimes occurring when closing out of Class Date Ranges dialog.
- Fixed problem with screen not refreshing when copying discounts from a date range that has no discounts.
- Fixed problem with wrong addresses sometimes appearing the mailing labels printout.
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4.0.3
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- Added new menu option to Other Options dropdown in Students area for adding selected student to the waiting list.
- Fixed problem with error appearing after selecting Staff in the SMS recipient selection.
- Fixed problem with bottom of invoice being cut off when printed on older model printers.
- Made some other minor bug fixes.
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4.0.2
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- Added ability to select a class date range in the custom contact/student selection for email, SMS & mailing labels.
- Fixed issue with waiting list not refreshing the list after first student is added.
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4.0.1
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- Added Add Student and Remove Student buttons to Waiting List section.
- Added the new contact mobile field and student mobile/email fields to the export feature.
- Fixed bug with new studio hire bookings sometimes displaying non-availability message when time block is available.
- Fixed bug with error sometimes appearing after entering the Attendance History dialog.
- Fixed problem with waiting list dialog submitting values even though Cancel was being clicked.
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4.0.0
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- Added a new Waiting List section.
- Added new Instructors Schedule area to the Schedule section.
- Added ability to enable/disable a more comprehensive student grading system with skill sets (option in Other Settings).
- Added ability to print mailing labels from the Students section.
- Added check that will detect when a instructor has been double booked.
- Added ability to insert medical conditions and associate them with students.
- Added a second mobile number entry for contact.
- Added mobile number and email address entry for student.
- User can now select students as well as contacts in the email/SMS recipient selection dialog.
- Class counts for students and staff are now only relivant to currently running classes, not previous or future classes.
- Students just enrolled in classes that have ended can now be made inactive.
- Increased the width of the class date range box on the printed invoice.
- Added warning into email section that detects when an attached file is opened.
- Added ability to insert an additional mobile number for contacts.
- When adding a new class to the weekly classes section, the new class will be automatically highlighted.
- When adding a new class to the weekly classes section, the date range that is active in the tabs will be selected.
- Added 'What is this?' clickable hint to the Student Grading area in Other Settings.
- Fixed problem with empty student sometimes being added to a casual class.
- Fixed bug with student counts not being reset when deleting classes from the Class Date Ranges dialog.
- Fixed bug with unenrolling students that have current attendances from classes in the Other tab.
- Fixed bug with print preview dialog jumping back to page 1 after printing.
- Fixed bug that allowed user to sometimes create a class outside the class's time duration.
- Fixed problem with BAS statements that are created in the 3rd and 4th instalment displaying wrong year.
- Fixed problem with sometimes not being able to add a student because a search is active even though one is not.
- Fixed problem with invoice checkboxes sometimes not saving.
- Fixed error message appearing when Other tab in weekly classes is automatically removed.
- Made some minor improvements to the Web Update component.
- Made some minor bug fixes to the email area.
- Made various visual alterations.
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3.0.1
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- Added different colors to the various booking and class types in the schedule table.
- Fixed problem with weekly classes that aren't associated with a date range not appearing in the schedule table.
- Fixed problem with new bookings sometimes being rejected inbetween unchecked dates of existing weekly bookings.
- Fixed bug with error appearing after entering the Print Payroll Slip dialog.
- Fixed problem with checked invoices not being rechecked when moving from Paid tab to Outstanding tab.
- Fixed problem where GIF images were generating an error when being opened.
- Fixed bug with saved emails not displaying attachments when edited.
- Fixed issue with emails sent from DanceBiz not showing inserted images properly on some webmail interfaces.
- Fixed problem with the preview occasionally disappearing when printing from the Print Preview dialog.
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3.0.0
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- Merged the Classes section into the Schedule section.
- Weekly classes are now displayed in tabs with each tab being a separate class date range.
- Class Date Ranges dialog now has a 'Copy Classes' function instead of a 'Move Classes' function.
- Class Date Ranges dialog also gives the ability to delete all classes within a selected class date range.
- Added ability to drag and drop bookings and classes on the schedule table.
- Added ability to add, edit and delete weekly classes from the schedule table.
- Students can now be enrolled into casual classes.
- Removing a student from a class will now save that student's attendance history (if there is any).
- Sped up loading time when displaying Edit Class dialog.
- Classes can now be over-booked with students.
- When changing student's classes, the same venue will be automatically displayed in the enrolment window.
- Weekly classes that have availability are now displayed in green and over-booked classes are displayed in red.
- Improved the speed at which the application does time block availability checking.
- Class counts on classes table are now displayed in bold text.
- Altered booking icons on schedule table.
- Added 'What is this?' clickable hint to $0 lesson formats option in Invoicing Setup dialog.
- Class Summary will automatically select the logged in instructor in the Instructor dropdown.
- Made some minor improvements to the Web Update component.
- Updated Help notes.
- Fixed bug with Students button not working when Show Empty is unchecked in Enrol Student dialog.
- Fixed problem with error message appearing after pressing Auto Generate Invoices when no invoices are being generated.
- Fixed minor bug with 'Show Empty' checkbox in Classes section not refreshing buttons when different table cell is selected.
- Fixed bug with schedule timetable not showing horizontal scrollbar when necessary.
- Fixed sorting issue with Outstanding Payments dialog.
- Fixed problem with empty sub-contractor staff payment record not recording start and finish dates properly.
- Fixed various problems with Help freezing.
- Fixed bug where the original account used to sign up cannot process booking payments.
- Made lots of minor visual alterations and speed improvements.
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2.3.2
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- Altered the Payment History dialog (for contacts) and put the invoices on top of payments instead of vise versa.
- Fixed bug with correct vendor sometimes not being displayed when editing a bill.
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2.3.1
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- Added ability to display/not display $0 lesson formats on invoices when auto generating invoices (option in Invoicing Setup).
- Fixed small bug with auto-generated invoices sometimes not being created for certain customers.
- Made some minor visual alterations.
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2.3.0
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- Added ability to assign invoice descriptions and pricing on a per class date range basis.
- Added ability to assign a class date range to a custom invoice.
- Added new Lesson Pricing dialog to Setup -> Financials Setup.
- Altered the Discounts dialog to accomidate for different discounts per class date range.
- Removed 'Invoice item' from Edit Lesson Format dialog.
- Removed 'Hourly studio hire' and 'Annual studio hire' from Edit Venue dialog as it is redundant.
- Having no invoice logo will now display business address details at the top of invoice.
- Added ability to insert a new vendor from the Vendor dropdown in the Edit Bills dialog.
- Added 'Super fund' and 'Super fund no' fields to Employment Details dialog.
- Added 'ABN' field to Edit Vendor dialog.
- Added web link to school term dates website in Class Date Ranges dialog.
- Added Class Date Ranges to Setup section.
- Reordered buttons in Setup section.
- Fixed problem with contacts, who have no students, not showing in the Select Recipients dialog for email & SMS.
- Fixed bug in Staff Payments where only one added items row was showing after adding two or more.
- Fixed bug with removing empty rows on Enrol Student dialog.
- Made some other minor visual alterations.
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2.2.10
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- Included function to allow removal of selected individual bookings within a recurring booking in Schedule section.
- Added ability to insert pictures into emails.
- Payment options can now be individually selected in Invoicing Settings for the invoice payment slip.
- Added ability to show credit card entry details on invoice payment slip (option in Invoicing Settings).
- Included option to hide/show empty rows in the Enrol Student dialog.
- Simplified the Employment Details dialog.
- Fixed some small bugs in Staff Payments with regards to employee payment records.
- Updated Help notes.
- Made numerous minor bug fixes and enhancements.
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2.2.9
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- Modified Staff Payments area in financials (sub-contractors now show class breakdown).
- Made various minor bug fixes to Staff Payments area.
- Fixed problem with temp instructors table (in Attendances section) not clearing properly.
- Fixed problem with application sometimes moving behind other windows when attendances are submitted.
- Added ability to view more information about a technical database error (if one occurs).
- Made some minor changes to the web update component.
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2.2.8
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- Added ability to find an invoice by the customer name.
- Ticked checkboxes in the invoices area are now remembered when leaving and re-entering the dialog.
- When an invoice is printed a print icon will now be displayed in the list as an indication.
- A 'Cancel Printing' button is now displayed when printing multiple invoices at once.
- Added ability to view/select active, inactive and all contacts in the email & SMS select receipients dialog.
- Fixed problem with Help sometimes freezing when viewing from application.
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2.2.7
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- Added ability to assign a sender number to SMS messages (option in Setup -> Email & SMS Setup).
- Added ability to adjust the default section that is shown after login (option in Setup -> Other Settings).
- Removed tax settings from Invoice Settings dialog and put them in a new setup dialog.
- Put the venue, day and instructor on the top of the class summary report in one line.
- Contacts that have no students will now appear in contact selection dialogs.
- Made some minor alterations to the BAS statement.
- Fixed minor problem with new update dialog not appearing if firewall is blocking application.
- Fixed problem with discounts sometimes not being applied to auto-generated invoices when tax is disabled.
- Fixed problem with Employee Tax history not working.
- Fixed some small visual inconsistancies in the BAS statement dialog.
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2.2.6
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- Added BAS Statements area to financials section.
- Users will now be prompted to create a BAS statement at the beginning of a new financial quarter.
- Added ability to export contacts/students data to CSV file (option in top Connection menu).
- Tax rates are now automatically calculated in Staff Payments and Employment Details dialogs.
- Made some improvements to the Schedule section to allow table to refresh faster.
- Added port number and encryption fields to Email Settings dialog (required by some email servers).
- Account history for 'GST Payable' and 'GST Credits' can now be viewed by financial quarter.
- Changed 'Payroll' account type to 'Staff Payments' in financials.
- Fixed problem with duration times sometimes not being displayed properly in Edit Class dialog.
- Fixed minor bug related to undoing invoice payments.
- Made numerous other minor bug fixes.
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2.2.5
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- Payments can now be processed from bookings in schedule section.
- Application can now connect to custom database server for in-house use.
- Application is now fully visually compliant with Windows Vista.
- Added option for payments access for schedule bookings to Edit Staff dialog.
- Fixed bug in Statistics section that caused error if certain records were deleted.
- Fixed bug in Schedule section where editing a recurring booking would reset booking to start date.
- Fixed problem with 'Time Not Available' dialog showing wrong studio when custom studio names are set.
- Fixed problem when saving a new staff member and email & SMS settings were not being saved.
- Fixed lots of small user interface bugs and inconsistancies.
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2.2.4
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- Hovering over a history record in Account History in financials now shows notes associated with that record.
- Added 'GST Credits' account to Chart of Accounts in financials section.
- Added Notes field to funds transfer.
- Added Notes field to Payroll.
- Fixed problem with Account History dialog caption not updating when adjusting dates.
- Made some other minor bug fixes.
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2.2.3
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- Part payments on outstanding invoices can now be undone from the invoices section.
- Changing discounts will no longer alter existing outstanding invoices.
- GST amounts can now be inserted into bills.
- Hovering the mouse over a contact name in the Email/SMS Select Receipients dialog will show their students.
- Fixed problem when forwarding emails and old attachments were still showing.
- Fixed some minor visual bugs.
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2.2.2
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- Added ability to insert attachments into emails.
- Emails now BCC in groups of 50 recipients instead of individually.
- New auto-generated invoices will now display class date range name on invoice instead of just dates.
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2.2.1
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- Added ability to name studios at a venue ('Names' button in Venues Add/Edit dialog).
- Added ability to include hyperlinks in email messages (hyperlink button in toolbar).
- Fixed problem with sending emails and SMSs to contacts that have brackets included in the text of their name.
- Fixed bug with emails and SMSs creating newly saved entries when saving them more than once.
- Fixed some other minor bugs and visual inconsistencies.
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2.2.0
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- Added Email & SMS area in Students section.
- Renamed "Clients" to "Contacts".
- Renamed "Clients & Students" section (and side button) to "Students".
- Renamed "Client Invoices" in invoices section to "Auto Generated Invoices".
- Added email & SMS access options to Edit Staff dialog for altering user access.
- Renamed some of the financial reports.
- The asterisk used to show contacts that have not paid on class summary will now appear at beginning of name.
- Made some slight visual alterations.
- Fixed some minor bugs.
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2.1.1
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- The Duration field in Edit Class dialog is now editable and can accept any time instead of just ones in dropdown.
- A print dialog (with printer selection, print specific page(s) & copies) now appears when printing from the preview window.
- The print preview window now shows the current and total page numbers.
- The 'INVOICE TOTAL' text on an invoice will now print 'TOTAL PAID' if it's a paid invoice (receipt).
- Fixed error that occurs when a duration is not selected in Add/Edit Class dialog.
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2.1.0
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- Added Reports functionality to Financials section.
- Added a quick overview display dialog to each section.
- Added ability to set 5, 15 and 30 minute time intervals in Classes & Schedule sections (option in Setup -> Other Settings).
- Included 'Add referral source' and 'Add school' to associated dropdowns in Edit Student dialog.
- Included 'Edit class date ranges' to date ranges dropdown in Edit Class dialog.
- Account history in Financials section now shows inactive account as well.
- Fixed a minor bug in Schedule section where some buttons were remaining enabled after deleting a booking.
- Made changes to the Getting Started Guide.
- Removed references to Video Help (will be re-introduced later).
- Changed 'Outstanding Balance' on invoice to 'Account Balance'.
- When printing an invoice as a receipt, the notes field will no longer be printed.
- Fixed a minor bug with the clear search button not being re-enabled in Client/Students section.
- Fixed problem with values not immediately updating after editing them in Getting Started Guide.
- Fixed a bug relating to checking of available time for classes and schedule bookings.
- Fixed a problem with inserting classes into bottom of classes table and an error message appearing.
- Fixed bug with Default not saving correctly in Class Date Ranges when adding a new date range.
- Made some minor visual alterations to various sections.
- Made some minor bug fixes to invoicing section.
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2.0.4
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- Removed requirement to enter a home phone number for a client.
- Fixed bug with recurring bookings in schedule section appearing in all venues.
- Fixed some minor visual bugs in clients/students section.
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2.0.3
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- Made some internal database communication updates.
- Fixed problem with instructor and other staff grid being locked when deleting all staff from them.
- The transfer funds dialog in financials now will only appear if bank or undeposited funds account is selected.
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2.0.2
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- Fixed problem with invoice total not being reculated when item's total is cleared.
- Fixed problem with not being able to delete staff members.
- Fixed some minor problems regarding class date range editing.
- Fixed bug with a venue's fax contact details displaying internal code data.
- Made sure 'Same as client address' checkbox was checked by default when adding a new student.
- Made some other very minor fixes.
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2.0.1
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- Fixed urgent problem with web update feature.
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2.0.0
|
- Application has been renamed to "DanceBiz".
- Added attendance history to Class Options menu in students section.
- Added receipts viewing to Bills dialog in financials.
- Added ability to transfer funds between bank and undeposited funds accounts.
- Added video help to top-right of main window (not fully implemented yet).
- Printing a paid invoice invoice will now title it 'RECEIPT' and print 'PAID' across the document.
- New automatic data backup functionality added (settings accessed via Other Settings).
- Data backups can be manually triggered from top Connection menu.
- Added a Getting Started guide for accounts that are logged into for the first time.
- Improved speed and fixed some small problems with the receive payments and new invoice client selection dialogs.
- Fixed some small user interface bugs.
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1.1.3
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- Added ability to bulk set the invoice's notes field ('Bulk Notes' button at top of invoices window).
- Hovering the mouse over a student name in the attendances section will now display their client's contact details.
- Improved the speed of attendances section slightly.
- Fixed problem with lesson format adjustments reflecting on invoices.
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1.1.2
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- Added ability to show asterisk in Class Summary next to clients who haven't paid their invoice yet (option in Other Settings).
- Altered layout of Other Settings dialog.
- Fixed problem with error message that sometimes appeared when editing an instructor or staff member.
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|
1.1.1
|
- Added a Student Name(s) column to the receive payments and new invoice client selection dialogs.
- Fixed bug with error on auto generating invoices.
- Fixed problem with error message that occasionally appeared when changing student's classes.
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1.1.0
|
- Added payroll functionality to finacials section.
- Added account history functionality to financials section.
- Added ability to insert multiple class date ranges.
- Improved the navigation performance of the classes and attendances sections.
- Added progress indicator when auto generating invoices.
- Added Print Preview to invoice print dialog.
- User level 5 is now user level 4 (level 5 has been removed).
- Added logo to setup section.
- Field Phone #1 is no longer required in Edit Staff/Instructor dialog.
- Fixed problem with opening balance not showing up in Edit Account dialog after being entered.
- Fixed a bug in the automatic software update where it would sometimes halt half way through.
- Fixed some other minor bugs.
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1.0.10
|
- Fixed rare problem with invoice total not being automatically recalculated when deleting an item.
- Fixed bug with temp instructors dropdown showing both active and inactive instructors.
- Fixed some minor bugs and made some changes to Employee Details dialog.
- Fixed slow down issue with schedule screen.
- Fixed studio selection problem with schedule bookings.
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1.0.9
|
- Added financials help notes.
- Inactive instructors now cannot be selected from dropdown in Edit Class dialog.
- Inactive students now cannot be enrolled into classes.
- Made some minor alterations to the staff Employment Details dialog.
- Fixed problem with application freezing when altering discounts when no outstanding invoices were present.
- Fixed problem with invoice logo image sometimes not fitting into space correctly.
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1.0.8
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- Altered the layout of the printed invoice.
- Invoice address location will now match up with a windowed envelope.
- Added Outstanding Balance to printed invoice.
- Fixed bug that sometimes occurred with not allowing user to alter term dates.
- Altered the way the grid in the Lesson Formats dialog resizes.
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1.0.7
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- Added restriction so that negative amount invoices cannot be created.
- Fixed a couple of minor bugs in the invoicing section.
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1.0.6
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- Fixed problem with missing 'MSVCR71.dll' file message that appeared on some Windows XP computers.
- Fixed bug with correct term dates not being printed on invoice.
- Made some very minor alterations to the invoice layout.
- Made some minor cosmetic visual alterations.
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1.0.5
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- Fixed some minor visual bugs in invoices section.
- Fixed problem with amounts not being recredited to accounts when a part-paid bill is deleted.
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1.0.4
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- Added 'Find client' field to client select dialog that is displayed when adding invoices and receiving payments.
- Fixed problem with Accounts Receivable balance (in Chart of Accounts) sometimes not calculating properly.
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1.0.3
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- Made some small alterations to the web update component.
- Made some minor cosmetic visual alterations.
- Fixed column resize issue in Outstanding Payments (in Schedule).
- Fixed problem with sometimes not being able to delete invoice items.
- Fixed bug with wrong client name being displayed when user is asked to make them inactive.
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1.0.2
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- Added 'Version History' menu item to top Help menu.
- Invoices that have had a part payment associated with them now cannot be deleted.
- Fixed problem with Accounts Receivable (in Chart of Accounts) not including part paid invoices into balance.
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1.0.1
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- Added new delete buttons to invoices for deleting just selected invoices.
- Fixed problem with missing DLL file message that appeared on some Windows Vista computers.
- Fixed bug with lower level users accessing some sections through top menu.
- Fixed bug with lower level users sometimes being able to access their own employment details.
- Fixed bug with class summary not displaying classes on Sundays.
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1.0.0
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- Initial release.
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