Contractor Billing    (if you don't have this module, you can add it! (Click Here for more information)
• Added option to print PO/Account number on payment application
• Added option to print amounts on lines 5a and 5b for retainage even if using variable retainage.
• Added ability to create project billing worksheets in Excel for easier distribution and editing.
• Added option to Project Listing to show original contract amount and change orders amount columns.
• Added item code to worksheet detail and percent worksheet if using item codes.
• Added report filter to project listing reports for projects open but not in bidding phase.
• Added draft check box on payment apps screen to print “Draft” on payment app next to app number.
• Added option to hide the contractor’s assurance and signature section on the payment application.
• Added option to show the amount due in the certification section on the payment application.
• Added “Since Date” filter option to payment applications listing form and report to limit apps shown.
• Changed to set final checkbox automatically when creating final bill for retainage.
• Changed to append -Rev or -Draft if used to file name when creating a PDF or RTF file.
• Show retainage column by default for new projects.
• Expanded font size options when manually resizing datasheets.
• Added new Schedule of Values Item Listing report that only includes amounts and not other fields.
• Added ability to create a Schedule of Values Item Listings in Excel.
• Added review button to payment app summary to show history for solving problems with amount due.
• Added project manager column to billing project listing reports.
• Added subtotals to Schedule of Values Item Listing report if headings and subtotals are used.
• Added an option to billing reports to sort project listings by project manager.
• Added buttons on schedule of values to quickly and easily mark all items taxable or non-taxable.
• Added an option to set the number of decimal places on the quantity on billing change orders items.
• Added an option to change the default heading above the signature area on billing change orders.
• Added buttons on billing change orders items to mark all items taxable or non-taxable.
• Added option to import schedule of values from Excel templates.
• Added option to import a completed billing Excel worksheet into a new payment application.
• Added a notes field to the schedule of values to add more detailed internal notes about each line.
• Added option to print notes on schedule of values item listing.
• Added option to print Batch Project Billing Detail Worksheet.
• Added option to print Batch Project Billing Unit Worksheet and Batch Project Unit Detail Worksheet.
• Added a batch Project Team Report to billing reports.
• Added option to filter billing change orders list screen by category when using categories on project.
• Added option to sort billing change orders list and log by number, title, initiation date or to company.
• Added Print To option to billing change orders to print to Print Preview, PDF/RTF file or default printer.
• Added prompt to approve deleting line items from SOV when unapproving a billing change order.
• Added option in preferences to update company name and signatory name/title on all open projects.
• Fixed a problem posting an invoice to QuickBooks when using QBFC and unit pricing.

Certified Payroll Tracking    (if you don't have this module, you can add it! (Click Here for more information)
• New WH-347 2025 report format is included that expires 1/31/2028.
• New New York State DOL XML file upload to certified payroll portal.
• New Jersey Department of Labor Wage Hub file upload.
• Added new NJ Department of Transportation CR-347 payroll report.
• New Massachusetts Weekly Certified Payroll and Workforce Participation Form.
• Updated Oregon WH-38 and added WH-38E that includes demographic information.
• Updated Missouri Department of Labor certified payroll report.
• Updated CSV file format for Illinois DOL file upload to certified payroll portal.
• Introducing option to import time cards from file exported from Paychex (contact us if interested).
• Added new analysis report Project Labor Detail by Employee by Week, Project and Work class.
• Added option to filter time card list by Work Class in addition to project, employee and date range.
• Added button to unpost all reports on and after the selected week ending date instead of one at a time.
• Added option to sort week ending date list in descending order on Print/Unpost Previous Reports screen.
• Expanded font size options when manually resizing datasheets to make datasheets easier to read.
• Added a delete button to the time card list screen to make it easier to delete unneeded time cards.
• Added option to use report number in the file name instead of date when printing reports for date range.
• Added option to create separate PDF files for each week when printing reports for date range.
• Added more project filter and sort options to certified payroll checklist screen.
• Added ability to manually override the total gross pay on the time card.
• Added a button to copy the wage rates from another project.
• Added ability to copy fringe benefit program info to all open projects for NJ MW-562 report type.
• Now retains setting to hide inactive wage rates on project wage rates screen.
• Includes any updates for the next year to remain current on the report formats and tax table updates.

Communications    (if you don't have this module, you can add it! (Click Here for more information)
• Added new proposal types for Request for Quotation (RFQ) and Quotation (QTN).
• Added proposal option to not print any cost columns or totals (useful for RFQ or RFP).
• Added a new type field to Material Log to create a new Materials Certificate report.
• Added the option to print communication reports for just a selected project manager.
• Added a batch Project Team Report to communication reports, additional reports.
• Added draft checkbox to Submittals and option to filter list and log reports.
• Added option to filter Submittals list and log reports by re-submittal checkbox.
• Added new status Approved for Record to Submittals.
• Added a follow-up checkbox to the Daily Reports and option to filter list and log reports.
• Added an option to filter the Notices list screen and log report by follow-up required field.
• Added option to sort proposals list and log multiple ways by type, to company, number, or date.
• Changed Material List item import from Contract/PO to default item status to open.
• Can now open insurance log and insurance notices from correspondence sent/received log entries.
• Added type field to Drawings to allow tracking specifications in addition to drawings.
• Added ability to filter proposal list by company contact in addition to company.
• Added additional status value “Completed” to proposal form, reports and filtering options.
• Changed file name to be unique in proposals print to file if same number used with different companies.
• Added Zoom feature to Proposals description to make editing easier.
• Added filter option to daily report list and log report to show only billable or only not billable entries.
• Added notes column to punch list items form.
• Changed Letters salutation, body, closing and signed by rich text fields to allow bolding, underline, etc.
• Added an option to Letters to add a suffix to the letter number (e.g., 1, 1a, 1b).
• Made Letters form taller and fixed record locking issue when using Zoom feature.
• Added CC/Email tab to Telephone Log for CC list on report and option to send to email list.
• Added buttons on Proposals items to mark all items taxable or non-taxable.
• Added buttons on Proposals items to copy items from material list and schedule of values template.
• Added approved date to Proposals.
• Added new status “Pending” to list of status options on Proposals.
• Added new column “Class” to Proposals items.
• Added option to create and copy a default project CC list to any communications document CC list.
• Added ability to double click Contract/PO # in any document to open Contract/PO record.
• Added option to set the number of decimal places on the quantity on proposals and material logs.
• Added proposal report type to print heading only on first page and signature only on last page.
• Added item completed date column to Meeting Minutes report.
• Changed to use submittal title as email subject when emailing submittal PDF file.
• Added option to print item notes on Material List and Punch List reports.

Contract Documents     (if you don't have this module, you can add it! (Click Here for more information)
• Added new proposal types for Request for Quotation (RFQ) and Quotation (QTN).
• Added proposal option to not print any cost columns or totals (useful for RFQ or RFP).
• Added a new type field to Material Log to create a new Materials Certificate report.
• Added option on Contract/PO to select items from billing schedule of values when adding items.
• Added option to sort proposals list and log multiple ways by type, to company, number, or date.
• Added option to sort contract change orders list and log multiple ways by type, number, or date.
• Changed Material List item import from Contract/PO to default item status to open.
• Added a report type option to sworn statement to include addresses of companies on second page.
• Added option to Contracts/POs list and report to sort by contract number or contract date.
• Added Contract/Purchase Order Balances and Payments report that includes payments and balance due.
• Added ability to filter proposal list by company contact in addition to company.
• Changed file name to be unique in proposals print to file if same number used with different companies.
• Added Zoom feature to Proposals description to make editing easier.
• Made changes to ensure the document number suffix is included in the file name when printing to file.
• Added scheduling impact and monetary impact check boxes to proposals screen and report.
• Added a report type option to sworn statement to include addresses of companies on second page.
• Added option to Contracts/POs list and report to sort by contract number or contract date.
• Added buttons on Proposals and Change Orders items to mark all items taxable or non-taxable.
• Added ability to double click Contract/PO # in Proposals and Material List to open Contract/PO record.
• Added option to set the number of decimal places on the quantity on contracts, proposals, change orders and material logs.
• Added proposal report type to print heading only on first page and signature only on last page.
• Added a button to Contracts/POs to copy items from a schedule of values template.
• Added approved date to Proposals.
• Added new status “Pending” to list of status options on Proposals.
• Added new column “Class” to Proposal items.
• Added new columns “Class” and “Cost code” to Contract/PO items.

Estimating      (if you don't have this module, you can add it! (Click Here for more information)
• Expanded font size options when manually resizing datasheets.

Equipment Tracking      (if you don't have this module, you can add it! (Click Here for more information)
• Changed equipment form to not allow special characters in equipment ID to avoid errors.