Welcome Window Redesigned

• The welcome window has been redone. In place of the feature icons / quicktime movie examples we now show a page that mirrors the look of the product website. It includes a short message from me (Mike Zornek) and four buttons that compel users to: watch the screencast, join the mailing list, follow the ProfitTrain twitter account and/or read the ProfitTrain blog.

Invoice Template Changes

• We no longer show due date info, ie the "Due on Receipt" label or the due date itself, on an invoice when the invoice is set to a status of Estimate. (Zazz)
• Added some more labels to replace static text to ensure that invoices can be fully translated without editing the invoice template itself. (Christoph Marquardt)
• We no longer create margins within the stylesheet, but internally via the print system. If you have a custom invoice make sure the #container CSS specification in your style.css has a margin of 0 instead of 40pt as was the previous default -- else you will have extra margins. More info on overriding this margin default is at the bottom of the help article on creating a custom invoice.
• The help article on creating a custom invoice has been revamped and now includes a sample invoice template to build upon amongst other improvements.

Workflow and Deletion Alerts

• We now show 'Workflow Notices' for the creation of transaction objects in the Balance Sheet. These alerts basically let the user know that normally we expect charges to be generated from invoice publishing and payments to be generated via the Add Payment button on the invoice view. These generated transactions are connected to the invoices they represent thus they are more informative to the system. The user can continue to create un-linked transactions and optionally hide the alert from being shown in the future via a suppression checkbox.
• We now show 'Deletion Alerts' for a number of objects in the system. Like 'Workflow Notices' these can be suppressed and not show on future deletions. (Erik Bjur)
• There is a new button in Preferences to reset all alert suppressions if you'd like to see them again.

More forgiving Time and Date formatters

• The time formatter (HH:MM:SS) is way more forgiving now and will happily accept things like :30, 1h30m, and even backwards times like 30m1h. It still expects you to be entering hour and minute totals though. If you want the ability to enter a decimal like 1.5 to represent 1.5 hours (ie: 1h 30m) please send in an enhancement request.
• The date formatter is more forgiving now and allows you to type '2/1' to generate '2/1/2010'. If you type in an invalid date we now present a more user-friendly sheet with an example of the format we are looking for. (Cooner)
• Fixed a bug on 10.5, if you had the date formatter setup to use a 4 digit year (the default for some countries) and entered in a date like '1/1/10' you wound up with '1/1/0010'. We now work around this bug, expecting years to be in the 2000s. (Mark Shayle)

Other Additions

• There is a new report "Invoiced Taxes" which shows you a pre-month total of the taxes that have been invoiced. I would have prefered to had made this report be "Taxed Collected" but doing so is a bit complex. More info on the blog.
• We now hide the tax columns in the line item table if an invoice does not have tax labels. This should help keep things clean for those people who don't need to collect taxes.
• We now support Mailplane (a Mac OS X Gmail front end) for emailing invoices. (Mark Shayle)
• When a user is finished importing data from Billable we now show a "finished" alert that also links to the new help article Migrating From Billable which covers common issues people run into.
• Added an alert to the CSV export utility to explain "this is not a backup" with a link to the help article on how to backup. This alert, like many in this release, can be suppressed.
• Made some adjustments to the default sorting seen in the main tables. We generally try to sort so newer items rise to the top.
• Additionally, we now save the sort state of the main tables between application runs. (afcdmc)
• You can now sort via cost for both the line item table (visible while editing an invoice) as well as the expense table.
• You can now join the mailing list via a menu item under the application menu.

Bug Fixes

• Fixed a selection behavior annoyance in the main client source list when using the Client Inspector to toggle the Active status of a client. We now auto expand the source list groups so that we can maintain the selection of the client you were editing. (Patrice Antoine)
• Fixed a behavior where a registration window when brought to focus from a url would end up behind the main window.
• We do a little bit more checking during the Billable import to make sure there is a valid Billable database to import from. (Wesley Phoenix)
• Fixed a logic bug that would cause a company not to show up in red in the client source list even though they had an overdue invoice.
• Fixed some memory leaks when a user would delete clients/todos/etc. in the system.
• Previously, when you added or removed an expense category it did not immediately update the expense category pull downs in the Line Item Blueprint window nor the invoice edit sheet. This is now fixed. (jimseybert)
• Fixed a bug wherein if you clicked a template bundle that was already in the Application Support folder it would get put into the trash.

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ProfitTrain 2.0b21 – 2010-02-04 Download