Totals

Licence: Commercial with demo
Version 2.2.11 | Release Date: 2013-11-23 | Download

What's New in Version 2.2.11

This update addresses OS 10.9 compatibility issues.

Version 2.2.10 | Release Date: 2013-10-29 | Download

What's New in Version 2.2.10

- This update addresses compatibility issues with OS X 10.9.
- BUGFIX: Fixed an issue that addresses a glitch in synchronizing database between devices
- BUGFIX: Display issue of some quantities in hours:minutes format

Version 2.2.9 | Release Date: 2013-08-26 | Download

What's New in Version 2.2.9

ENHANCEMENT: Ability to format PDF filenames in preferences/advanced.
ENHANCEMENT: Ability to finalize attached documents.
ENHANCEMENT: Added search by line item titles in documents list.
BUGFIX: Fixed missing date labels in Lion 10.7 when selecting a date.
BUGFIX: Clients are now sorted in the small popup when selecting clients.

Version 2.2.7 | Release Date: 2013-08-22 | Download

What's New in Version 2.2.7

BUGFIX: Document Report now recognizes credit notes for margin and additional costs.
BUGFIX: Only selected layout was saved on quit before.
BUGFIX: Menu item "New Supplier" works now as expected.
BUGFIX: Some glitches with the "Add Payment" context menu.
BUGFIX: On finalizing, Terms of days will be calculates from given due date.
BUGFIX: Client name was not recognized in smart folders.
ENHANCEMENT: Added placeholder PAYMENT_DATE for report layouts.
ENHANCEMENT: Added "Add Payment" context menu to clients list view.

Version 2.2.6 | Release Date: 2013-06-30 | Download

What's New in Version 2.2.6

BUGFIX: EPS logos will now be saved correctly.
BUGFIX: Placeholder OPEN_BALANCE did subtract all payments even "Show all payments" were disabled.
BUGFIX: Imported layout are now selected automatically.
ENHANCEMENT: Improved overall stability.

Version 2.2.4 | Release Date: 2013-06-25 | Download

What's New in Version 2.2.4

ENHANCEMENT: Sync: Added new file format ".totalssyncdb" which supports multiple access from difference computers (via Dropbox, G. Drive, etc. and even NAS).
ENHANCEMENT: New counters for number formatting which will count by clients and projects.
ENHANCEMENT: Added filter by document type in document report setup.
ENHANCEMENT: Replaced "Finalize" button with a "Send" button to avoid sending documents without document#.
ENHANCEMENT: The new Send window will allow to send email, print and save as PDF with one click.
ENHANCEMENT: AppleScript, added 'import' command to import XML files in a script.
ENHANCEMENT: Displays now tax rate for 0%.
ENHANCEMENT: Improved overall performance.
BUGFIX: Saving PDF files did not override existing files.
BUGFIX: Duplicated documents will not list the origin document in the Documents tab.
BUGFIX: List of recent databases was empty on startup if "recent items" was disabled in the system preferences.
BUGFIX: Duplicated document was not selected automatically.
BUGFIX: Crash on importing line items

Version 2.1.3 | Release Date: 2012-08-01 | Download

What's New in Version 2.1.3

ENHANCEMENT: Prepared PayPal checkout button for out of the box usage.
ENHANCEMENT: Added CSV import for line items.
ENHANCEMENT: Documents are now configurable for increase/decrease stock counts.
ENHANCEMENT: Ability to take cost prices when items are added to the document.
ENHANCEMENT: Support for hyperlinks in layouts. Now you can add clickable buttons to invoices.
ENHANCEMENT: Now you can track by "print date" and "email date".
ENHANCEMENT: Adjustable size for line item descriptions and note input fields.
ENHANCEMENT: Added configurable limits for auto backup files.
ENHANCEMENT: Date range to list upcoming invoices is now configurable.
ENHANCEMENT: Attachment documents are now customizable (via custom fields).
ENHANCEMENT: Added 'Department' field for client contacts.
ENHANCEMENT: Added 'Add Payment' menu item to the context menu for quick access.
ENHANCEMENT: Support for "Supplier" field in item import (CSV).
ENHANCEMENT: AppleScript, added 'render' command to export entries as PDF.
ENHANCEMENT: AppleScript, added flags for 'sent' and 'draft' status.
ENHANCEMENT: Layout designer, added NOTES placeholder for documents.
ENHANCEMENT: Layout designer, added REBATE_AMOUNT placeholder for line items.
ENHANCEMENT: Layout designer, added TOTAL_QUANTITY placeholder.
ENHANCEMENT: Totals strip symbols and letters from price input fields and have it work flawlessly.
ENHANCEMENT: New Japanese localization. Thanks to Makoto Shiohara.
ENHANCEMENT: Filter for account statements to list only outstanding invoices.
ENHANCEMENT: Open database by double-clicking the file.
ENHANCEMENT: Printing multiple documents in bulk.
ENHANCEMENT: Added "Display always as decimal" option in placeholders.
ENHANCEMENT: Added CLIENT# placeholder to Bezahlcode widget.
ENHANCEMENT: Added SALUTATION placeholder to Email template.
ENHANCEMENT: Added DATE placeholder for account statements.
ENHANCEMENT: Red marker for unsupported placeholder in Layout Designer.

BUGFIX: Total prices in item report will now be calculated only by available stock items.
BUGFIX: Problem with payments in duplicated documents.
BUGFIX: Small Bug in Dutch translation.
BUGFIX: Resizing table area in layouts will resize also table in following pages.
BUGFIX: Wrong date language in PDFs.
BUGFIX: Payments added to oldest invoice by default now.
BUGFIX: Credit notes were not affecting the open balance.
BUGFIX: Copy/paste issue of table areas in the layout designer.
BUGFIX: Removed unnecessary confirm dialog for deleting custom fields
BUGFIX: Fixed some typos.

Version 2.0.8 | Release Date: 2012-05-18 | Download

What's New in Version 2.0.8

ENHANCEMENT: Added French translation.
ENHANCEMENT: Added option to duplicate layout pages.
BUGFIX: Payment filter issue. Symptoms: Added payments were not appearing when "Show all payments" was deactivated in the preview.
BUGFIX: Some minor issues.

Version 2.0.7 | Release Date: 2012-04-05 | Download

What's New in Version 2.0.7

* ENHANCEMENT: Decimal numbers are displayed with system preferred separators.
* ENHANCEMENT: Payment Reports can now use client information.
* ENHANCEMENT: Totals can now print original invoices without future payments.
* ENHANCEMENT: Custom fields for documents (invoice, estimates, etc.) can now be used in layouts.
* ENHANCEMENT: Improvements to Dutch translation.
* BUGFIX: Selecting wrong document after duplicate and process as... action.
* BUGFIX: Some migration issues

Version 2.0.6 | Release Date: 2012-03-09 | Download

What's New in Version 2.0.6

* ENHANCEMENT: Color coded tables.
* ENHANCEMENT: New look'n feel of line items.
* ENHANCEMENT: Built-in support for BezahlCode (http://www.bezahlcode.de).
* ENHANCEMENT: Ability to set short, medium, long and full date styles.
* ENHANCEMENT: Ability to import item stock count from CSV files.
* ENHANCEMENT: New layout placeholder, OPEN_BALANCE for clients and projects.
* ENHANCEMENT: New layout placeholder, NOTES for line items.
* ENHANCEMENT: Some UI usability enhancements.
* BUGFIX: Problem with TOTAL_TAX in document reports.
* BUGFIX: Fixed rare issue with default addresses when imported from Totals v1.
* BUGFIX: Crash when deleting draft line items in rare circumstances.
* BUGFIX: Import of cost price from CSV was not working properly.

Version 2.0.5 | Release Date: 2012-03-01 | Download

What's New in Version 2.0.5

ENHANCEMENT: Better report filtering by years, months and Q1-Q4.
ENHANCEMENT: Payments reports are now grouped by payment types.
ENHANCEMENT: Added new total amounts for additional costs and margin in the Reports section.
ENHANCEMENT: Pre-filled filenames when saving PDFs.
ENHANCEMENT: Better support for all currencies including rounding and decimal scale. For example CHF 0.5 rounding.
ENHANCEMENT: Drag'n drop support for images in the layout designer.
ENHANCEMENT: New layout placeholder, TERM_OF_PAYMENT.
ENHANCEMENT: New layout placeholder, DEFAULT_ADDRESS, which gives the ability to add multiple addresses to an invoice, like billing and shipping address.
ENHANCEMENT: Placeholders LEAD and END_NOTE now available in the page canvas.
ENHANCEMENT: Button to share layouts with Kedisoft.
ENHANCEMENT: Custom address format section in the Database Assistant.
ENHANCEMENT: New language, Spanish. Thanks to Fidel Lorite.
ENHANCEMENT: New language, Dutch. Thanks to Jasper Piens.
BUGFIX: Phone numbers were not imported from Address Book.
BUGFIX: Discount fields in line items did not accept empty values.
BUGFIX: Months were not translated in other languages.
BUGFIX: Client payments were not refreshed after finalizing an invoice.

Version 2.0.4 | Release Date: 2012-02-22 | Download

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What's New in Version 2.0.4
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<p>* ENHANCEMENT: Entering numbers in localized formats. Different decimal and grouping separators.<br />* ENHANCEMENT: Added new help topic about cumulative tax.<br />* ENHANCEMENT: Added second tax support for non cumulative calculations, like IRPF in Spain.<br />* ENHANCEMENT: Payment reports are now sorted by payment dates.<br />* ENHANCEMENT: Added new useful help topics.<br />* BUGFIX: Crash on closing main window on Max OS X 10.6.8.<br />* BUGFIX: Only relevant for Totals v1 users. Some variables were not migrated properly.<br /></p>


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