SherWare Knowledge Base
New Versions of SherWare
New Versions of SherWare
Many things have been tweaked and improved within the software for the new version. This version is currently being released to all clients. Here is a list of some of the major changes:
- Suspense Processing Changes. All previous suspense that affects the current run's data will be detailed on both check stubs and owner statements, instead of being presented in summarized format as they are currently. It is no longer necessary to re-print past statements to provide the detailed information that makes up a previous suspense balance getting released in the current run.- The various options screens in the software have been consolidated into a single Preferences screen, located under the Edit Menu.
- Increased security for changes made manually to history entries. Entries generated by the software cannot be changed and adjustments will need to be made instead. This affects the former well history, owner history and suspense history screens.
- Friendlier report format screens. The check formats and other user-modifiable reports are now easier to understand, since the various fields on the screen are now presented with friendlier descriptions instead of confusing internal names. This makes modifying those reports less intimidating and more intuitive.
- Title and totaling accounts have been removed from the chart of accounts. In their place, sub-accounts allow you to report on the general ledger with the right amount of detail desired. The old title/totaling formats are automatically switched to the new sub-account format when the date is converted. Up to 5 levels of sub-accounts are available for setup and reporting purposes.
- Payroll processing has been improved by allowing you to navigate between employees more easily when entering payroll data. Also, detail options have been added to payroll reports, and check numbers added for easier tracking purposes.
- Graphing reports have been added for well production and revenue/expenses. Five different styles of graphs are available.
- Internal data structures have been optimized, so revenue run closings and other processing-intensive tasks will take less time.
- Various new reports and reporting options have been added throughout the system.
- A new Advanced Reporting function replaces the Ad-Hoc reports. Ad-hoc reporting is now an option that will enable you to create your own reports.
- Various warnings and double-checks have been implemented throughout the system to try and prevent common mistakes and actions that can lead to problems.
- The Help File has been completely updated from prior version information, and provides many additional tips for data-entry, and instructions for a broad range of topics.
What are the changes you're making between version 7 and version 8 of the Disbursement and JIB Manager?
Many things have been tweaked and improved within the software for the new version. This version is currently being released to all clients. Here is a list of some of the major changes:
- Suspense Processing Changes. All previous suspense that affects the current run's data will be detailed on both check stubs and owner statements, instead of being presented in summarized format as they are currently. It is no longer necessary to re-print past statements to provide the detailed information that makes up a previous suspense balance getting released in the current run.- The various options screens in the software have been consolidated into a single Preferences screen, located under the Edit Menu.
- Increased security for changes made manually to history entries. Entries generated by the software cannot be changed and adjustments will need to be made instead. This affects the former well history, owner history and suspense history screens.
- Friendlier report format screens. The check formats and other user-modifiable reports are now easier to understand, since the various fields on the screen are now presented with friendlier descriptions instead of confusing internal names. This makes modifying those reports less intimidating and more intuitive.
- Graphing reports have been added for well production and revenue/expenses. Five different styles of graphs are available.
- Internal data structures have been optimized, so revenue run closings and other processing-intensive tasks will take less time.
- Various new reports and reporting options have been added throughout the system.
- A new Advanced Reporting function replaces the Ad-Hoc reports. Ad-hoc reporting is now an option that will enable you to create your own reports.
- Various warnings and double-checks have been implemented throughout the system to try and prevent common mistakes and actions that can lead to problems.
- The Help File has been completely updated from prior version information, and provides many additional tips for data-entry, and instructions for a broad range of topics.
Many things have been tweaked and improved within the software for the new version. This version is currently being released to all clients. Here is a list of some of the major changes:
- Suspense Processing Changes. All previous suspense that affects the current run's data will be detailed on both check stubs and owner statements, instead of being presented in summarized format as they are currently. It is no longer necessary to re-print past statements to provide the detailed information that makes up a previous suspense balance getting released in the current run.- The various options screens in the software have been consolidated into a single Preferences screen, located under the Edit Menu.
- Increased security for changes made manually to history entries. Entries generated by the software cannot be changed and adjustments will need to be made instead. This affects the former well history, owner history and suspense history screens.
- Friendlier report format screens. The check formats and other user-modifiable reports are now easier to understand, since the various fields on the screen are now presented with friendlier descriptions instead of confusing internal names. This makes modifying those reports less intimidating and more intuitive.
- Graphing reports have been added for well production and revenue/expenses. Five different styles of graphs are available.
- Internal data structures have been optimized, so revenue run closings and other processing-intensive tasks will take less time.
- Various new reports and reporting options have been added throughout the system.
- A new Advanced Reporting function replaces the Ad-Hoc reports. Ad-hoc reporting is now an option that will enable you to create your own reports.
- Various warnings and double-checks have been implemented throughout the system to try and prevent common mistakes and actions that can lead to problems.
- The Help File has been completely updated from prior version information, and provides many additional tips for data-entry, and instructions for a broad range of topics.
- When you try to integrate with a QuickBooks company and QuickBooks is not running, the software will now start QuickBooks for you and make it visible instead of starting it "behind the scenes."
- If your QuickBooks company preferences are set to use Account Numbers, then the account dropdowns in SherWare will show the account numbers you've assigned in you QuickBooks chart of accounts.
- Better error handling to recover from errors that occur while posting to QuickBooks.
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