Studiometry 7.0

Studiometry 7.0 is a program that gets and saves data about clients, contacts, projects,payments, timers, invoices, reports, employees and more in the networking environment! Features networking, multiple employee support (with permissions and hour tracking), simultaneous search of all data, multiple currencies (with automatic exchange rate updating), multiple contacts per client, project and client statuses and categories, modifiable taxes, and many more features!

Major Features:

1. Track Clients
2. Track Vendors
3. Track Projects
4. Track To Do's
5. Track Debt/Credits and Work items
6. Track Invoices
7. Track Reports
8. Track Purchase Orders
9. Track Incoming Payments
10. Track Retainers
11. Contact Logs, with customizable filterable Types
12. Accounting information including business expenses and recurring expenses

Enhancements:

• New Project Stages feature lets you set stages of a Project from start to finish
• Project Templates now incorporate Stage Information, To Do information, and Spec Information and can be edited in the Preferences Window
• Stage Templates, which can be added as a stage to any Project or Project Template, allow you to setup several nested To Dos and GANTT chart items that will be automatically added to the Project when adding the Stage Template
• Project Stages can be automatically updated based on completed To Dos and completed GANTT chart items
• GANTT chart items can now have their completion status automatically calculated based on linked To Dos
• New GANTT chart feature allows you to extend all items (or delay) on or after a specific date when an item is not completed on time
• New Groups feature allows you to better organize your Clients and Projects in the Main Window
• Employees can view, share, and edit Groups over your Studiometry network
• Smart groups, like Smart Playlists in iTunes, give you the ability to create criteria for automatically updating groups of Clients and Projects
• Moderators can manage, edit, and delete all groups
• Moderators can Assign groups to other Employees
• Can now apply payments to multiple Invoices
• New Notifications system will alert each employee when important events occur
• Notifications setting window allows each employee to specify which types of notifications they want
• Messages can be sent to employees or groups of employees using the new notifications system
• Reply button allows you to easily respond to an employee regarding a notification
• New Watch List feature lets you to drag and drop any item to easily access the item and track certain aspects of it
• Each employee can track and manage their own watch list
• Watch Lists Notifications allows employees to be notified when any item is updated or deleted
• View settings allow you to specify which fields are shown for each item type in your watch list
• New Group Edit Function in Search Window lets you mass edit items of the same class simultaneously
• New Employee Permission for Group Editing capabilities
• Studiometry networks are now capable of handing machines with multiple date/time/number formats
• New setup wizard will help setup basic information on the first launch of Studiometry
• New Safe Sync option for Studiometry servers will make a more comprehensive (but slow) sync when initially connecting to ensure all data is exactly synced between the items
• New Quick Sync option for Studiometry servers will make the very first sync from a client machine much faster by copying the database file instead of sending over individual items
• Server machine will now perform much quicker when receiving large amounts of data when a client machine connects
• Major improvements to template editor
• Merged the template editor and item properties window into one window
• New data row type for Payments lets you list out specific payment information for an Invoice
• New miniature previews of invoice and report templates in several areas help you pick out specific templates visually
• Can now edit more attributes simultaneously when multiple similar items are selected in the Template Editor
• Template editor will now respond much quicker when dragging items
• Template editor will now save transparency information for PNG images when saving and loading the image
• Template editor will now save all embedded images to higher-quality PNG format
• Will now save Invoice and Report output as high quality PNG files
• Will now use high quality PNG files for visual template Mail button on Mac
• Will better name file that are attached to emails using the visual templates on Mac
• Template editor will now more consistently recognize key presses
• File Save in the Template Editor will now save the current template instead of all Studiometry Data
• Several new default templates added (can be added to existing data in the Templates section of the preferences window)
• Will now link to related training movies from within Studiometry
• Can now preview Invoices with visual templates directly within the Invoice Editing window
• Can now preview Reports with visual templates directly within the Report Editing window
• Can now double click to view and edit Debt/Credits directly in the Invoice Editing window
• Can now double click to view and edit Debt/Credits directly in the Report Editing window
• New global option for Invoice overdue alerts replaces individual settings for alerts and removes unneeded clicks when creating Invoices
• New global option for To Do overdue alerts replaces individual settings for alerts and removes unneeded clicks when creating To Dos
• Will now show the selected Client and or Project in an area near the top of the main window
• New interface for navigating between different sections of Client/Project information in the main window
• Split the Output tab into two separate sections to make navigating easier
• Main window search box is now much more intuitive
• Will now show INV in the work tab for items that have been added to an invoice but not yet paid
• Will now show item attached information in Debt/Credit, Invoice, Report, Planning, Contact Log, and Contact editing windows
• Updated method for showing attached information in To Do editing window will show more detailed information
• Revamped Main Window interface
• New totals bar and shortcuts bar at bottom of Client and Project info tabs
• New Create Invoice For Client window can be accessed from client shortcut bar
• New Create Estimate Wizard can be accessed from client or project shortcut bar
• Revamped the Preferences Window interface
• Revamped the New Project window interface
• Revamped the New Running Timer window interface
• Revamped the Enter Time Sheet window interface
• Revamped the New Debt/Credit Type window interface
• Revamped Login Window interfaces
• Revamped To Do, Invoice, Payment, and Contact Log Tracker interfaces
• Revamped View Time Sheet window
• Revamped Search Window Interface
• Revamped Invoice Adjustment Window Interface
• Revamped Automated Invoice Schedule editing interface
• Revamped Debt/Credit Editing window
• Revamped Invoice Editing Window interface
• Revamped Report Editing Window interface
• Revamped To Do Editing window interface
• Revamped Payment Editing window interface
• Can now add more than one flexible space to the main window toolbar (Mac OS X only)
• No longer requires multiple licenses to use the multiple-company features: http://bit.ly/15mMzy
• Duplicate ID warning information will now all appear in one window that does not prevent background processes from being performed
• New Main Window View Options window give you control over many settings
• Will now hide Total column in Work tab from employees that do not have View Rates permission enabled
• Easily view group totals in the group list
• Can now enter a new IP address to connect to directly in the Server Connection window
• Server Connection window will now automatically detect Studiometry servers on the local network
• Can now manually resize the width of the Client/Project list
• New Overview section in Search Window shows you how many items are in the database regardless of employee permissions
• Removed the old Alerts feature and merged the functionality with the new Notification features
• Can now manually sync individual items over your Studiometry network using the search window
• New server function to wipe all current notifications
• New setting in Preferences Window > Display section allows you to specify either Notification count or Timer count to be shown in the Dock
• New Text Size option in Display Settings Window lets you choose a font size for many of the controls in Studiometry
• Network syncing will now be more comprehensive when initially logging in to help prevent sync issues
• New Employee permission to edit their own as well as other employee notification settings
• New Employee permission to for option to receive Global Notifications
• New Employee permission to edit other Employee's notification settings
• New Employee permissions to send custom and company wide notifications
• New Employee permissions to assign groups to other Employees and delete other Employees' groups
• Can now enter authentication information for SMTP servers that require authentication
• Will now give more descriptive error messages when there is a problem sending emails through Studiometry
• Will now include retainer payments in project balance calculations
• Will now give a message when there are no GANTT items in a Projects GANTT chart explaining how to use the GANTT chart
• Will now show Server IP address in server connect window
• New column for Client in Uninvoiced Items section of Invoice Tracker
• Can resize columns in Invoice Tracker ID and Uninvoiced Items sections as well as the View Timesheet window
• Can now easily import Clients from Address Book using the File Menu > Import option
• Can now enter a rate directly into the New Running Timer window
• Will no longer consider the currently selected Project or Client updated when modifying categories in the Preferences window
• Will now ensure recurring debts create the items for intended recur dates even when Studiometry has not been opened for days after the item should have recurred
• Will now always have a selection in the Client field of the New Project window
• Checks for recurred, scheduled, and overdue items will now only occur on the server machine to improve performance and reduce the possibility of duplicates
• Fixed a display issue in the Custom Summary window that would show the incorrect title for Project Summaries
• Fixed an update issue where reloading the Client/Project list would not update the scrollbar
• New ProjectStage tag for Invoice and Report templates
• New ItemHourRateIfHourly and ItemHourRateIfHourlyNoCur tag for Invoice and Report templates
• New ProjectBalance and ProjectBalanceNoCur tags for Invoice and Report templates
• Can now use command key to select additional items in template editor
• Can now use Delete key to remove items from Client/Projects list
• New ItemProjectForPONumber tag for Invoice and Report templates
• New Payment tags for Invoice and Report templates: PaymentAmountForThisInvoice, PaymentTotalAmount, PaymentDescription, PaymentDate, PaymentMethod
• Added PaymentOtherField1 to PaymentOtherField5 as available fields for Payment data rows
• Added several variables for putting ran-time info into debt/credit data rows: ItemRanTimeInfo, ItemRanTimeInfoExtended, ItemRanTimeInfoNoDates, ItemRanTimeInfoStartDate
• The ID format section of the Preferences window will now recognize longer tags for the ID numbers (PPPP will be recognized for P) and not show a warning for the format
• Invoice Paid date field is now disabled in the editing window until the Paid checkbox has been checked
• Will now show recurring debt/credits at the top of the list when first loaded
• Will now show recurring amounts in gray in the Debt/Credits list to distinguish them from normal debt/credits
• New File Menu > Suites section allows you to directly edit To Do and Spec suites
• New option in Tax Report export to include Invoice or Debt/Credit totals as well as their tax amounts
• Status Item mode will now default to Projects if nothing is selected
• Using only arrow keys to move items in template editor will cause it to ask for a save on close
• Will now automatically set a default report template on new machines
• The window that asks for recur amounts will now automatically format all numbers with two decimal places
• Will no longer show end date/time in search window for To Dos that are not events
• Will now correctly import the amount quoted field in the Project Delimited text import
• Since toolbars on Windows do not support spaces, flexible spaces will now be replaced with a simple separator on Windows
• Will show warnings in several windows if Studiometry cannot write an export file to a specified locaiton

Requirements:

• Mac OS X versions 10.3, 10.4, 10.5, 10.6
• Power PC and Intel Based Macs
• Windows XP, ME, 98, 2000, Vista