Date
|
Version
|
Build
|
Headline
|
Release
Notes
|
8
Nov 2005 |
3.00 |
35 |
Occupancy Fix |
While generating the Area Unit Table, the Occupancy function did
not alway correctly take into account the Out of Service dates
and historical rates. This has been corrected. |
8
Nov 2005 |
3.00 |
35 |
Use
Alpha Unit Numbers with Sentinel Gates |
Previously, the Update Gate File function on the Additional Rental
Information form did not allow unit numbers with alpha characters
if the selected gate system is Sentinel. This restriction has
been removed. |
7
Nov 2005 |
3.00 |
35 |
Charge
It from First Rents Form |
A Charge It button has been added to the First Rents form. This simplifies
the process of using a credit card while moving a tenant into
a new unit. This function is similar to the Charge It button
on the Payments form. By default, all items listed on the First
Rents form will be included in the amount charged. |
7
Nov 2005 |
3.00 |
35 |
Don't
Generate Tax if Tax Exempt |
On the various payment ledgers (First Rents, Payments, and Select
Billings), when entering taxable items, SWAMP will now check
to see if the corresponding rental is tax exempt. If it is, the
tax will not be generated. |
7
Nov 2005 |
3.00 |
35 |
Unit
Transfer Enhancements |
The unit transfer feature has been enhanced so that excess payments
to the old unit will be applied to the new unit (this includes
both rental and tax). Unless the excess amount is exactly equal
to a full month's rent of the new unit, this will result in a split
payment being generated. There will be one item for the excess
payment and another for the balance due to make up a whole month.
Also, all items that are generated will have the Receipt box checked
so that the whole transaction can be viewed on the receipt. |
7
Nov 2005 |
3.00 |
35 |
Set/Reset
Receipt Check Boxes |
On the tenant Payments form, the receipt check boxes can all be set
or reset by double-clicking on the 'R' label above the check
boxes. |
7
Nov 2005 |
3.00 |
35 |
Totals
on Current Rentals and Tenants |
Totals have been added to the Current Rentals and Current Tenants
reports. |
7
Nov 2005 |
3.00 |
35 |
Paid
To Dates for Tax |
The program was inconsistent on generating a Paid To date for tax
items. Now, a Paid To date will be included for all generated
Tax items that correspond to recurring charges such as Rentals,
but not for non-recurring charges such as Boxes. |
7
Nov 2005 |
3.00 |
35 |
New
Validation |
A new validation has been added to the Validation report. The Payments
w/ Mismatched Units validation shows tenants who have payments
that are linked to a unit that has no assocated rental. This
can occur if the user changes the unit number on an existing
rental. This would leave the previous payments pointing to a
unit that is no longer associated with this tenant. On the payments
form, this is distinguished by the Unit Number being blank. On
the Payment Validation form, clicking on the Move from Old to
New button, will change the unit number on all these payments
from the old unit to the new unit. Perhaps the more correct action
would be to add back the rental for the previous unit and then
individually update these payments so that they point to the
correct rental. |
7
Nov 2005 |
3.00 |
35 |
Archive
Enhancements |
The Archive feature has been enhanced to check if all payments have
been deleted from from a rental, then the rental is also deleted,
even if the end date is beyond the archive date. |
7
Nov 2005 |
3.00 |
35 |
Summary
on Unit Status Report |
A summary has been added to the end of the Unit Status Report. |
7
Nov 2005 |
3.00 |
35 |
All
Units vs. Active Units |
The Unit Status report shows all units, even inactive units. However,
other reports and forms limit the units shown and the statistic
related to them to just active units. |
7
Nov 2005 |
3.00 |
35 |
Out
of Service History Fix |
Under some circumstances the Out of Service History data was not
updated correctly when changing the status on a unit. This has
been corrected. |
7
Nov 2005 |
3.00 |
35 |
Tax
Exempt Reports |
A new set of tax reports have been provided which include a breakdown
of taxable items as well as tax exempt payments. These tax exempt
payments are further broken down by normal tax exempt and senior
citizen (senior citizen is determined by being tax exempt and
having a date of birth making the tenant 65 or older). These
reports also caculate the incurred tax based on the amount of
taxable payments and compares it to the actual tax collected.
To use these reports, simply check the Include Tax Exempt box
on the Tax and Rent Reports form. |
6
Nov 2005 |
3.00 |
34 |
Missing
Custom Information Fields |
In rare cases, the updating of the Custom fields did not complete
successfully. To check for this condition, go to the Custom Information
form and note whether you can check or uncheck the ""Use
Date for Backup File Title"" in the Options section. If
not, then the new fields have not been created properly.
To correct this problem, click the Latest
Updates button on the Administration form. Double click the Data
Version field and a
pop-up menu will appear. Enter 12 for the update level and click
OK." |
24
Sep 2005 |
3.00 |
34 |
Sort
Type on Select Billings |
The Type selection on the Select Billings form has been sorted first
by Balance Type (Income then Expense) and then alphabetically
by Category name. |
24
Sep 2005 |
3.00 |
34 |
Add
TotalBilled and TotalPaid to Lease |
Two additional fields, TotalBilled and TotalPaid, have been added
to the Internal Lease, External Lease and Compose Letter features. |
16
Sep 2005 |
3.00 |
34 |
Reminders
Hang When No Bills To Print |
When running Print Bills as a reminder, if there are no bills to
print, the reminders will hang. This has been fixed. |
15
Sep 2005 |
3.00 |
34 |
Global
Electronics Gates |
Updated the methodologies used with Global Electronics gate systems. |
10
Aug 2005 |
3.00 |
33 |
Select
Billings Enhancements |
The Select Billings form has been enhanced to change the Unit pull
down lists and Tenant pull down lists to match the values selected.
For example, if unit 100 is selected, the the Tenant list would
only show those tenants that are associated with unit 100. Or
if Tenant John Smith is selected, then only the units that are
associated with John Smith will be displayed. |
10
Aug 2005 |
3.00 |
33 |
Default
Amounts |
Now categories can be defined with default amount values. When entering
these categories on the Tenant Payment form, the First Rents
form, the Select Billings form, or the Expenses form, the default
amount will be automatically entered. Also, if the category is
taxable, the tax will be automatically generated and entered
into the list. |
30
Jul 2005 |
3.00 |
33 |
Archive
Database |
SWAMP will make a copy of your current database. It will then delete
all payments for all rentals prior to the specified archive date
(provided that they balance), then it will delete all rentals
that have a move out date prior to the archive date and that
have no payments linked to them, then finally it will delete
all tenants that have no rentals linked to them. |
30
Jul 2005 |
3.00 |
33 |
Use
Date for Backup File Title |
This new option on the Custom Information form, when checked, will
use the current date as the file title of the backup file when backing
up the SWAMP data. The file title will be in the form of yyyymmdd.mdb,
for example 20061231.mdb. The directory will be determined by the
name in the Backup File field. If this value is a complete file specification
(directory and file title), then the directory portion will be used
as the directory for the new backup file. If this value is a directory
name with a '\' at the end, the full directory name will be used;
if, however, it is not terminated with a '\', then the last node
will be omitted from the directory used with the new backup file.
Examples:
Backup File: Result:
a:\backup\data.mdb a:\backup\20061231.mdb
a:\backup\ a:\backup\20061231.mdb
a:\backup a:\20061231.mdb" |
30
Jul 2005 |
3.00 |
33 |
Backup
Enhancements |
Previously, when backing up the data file, a new database file was
created and then each table was individually transferred to the new
database. This process sometimes would give a false report of a successful
backup when in fact part of the backup may have failed. There were
also a couple of reports that seemed to indicate that SWAMP was still
linked to the newly backed up database even after the backup was
complete. A new method is now being used: the current database will
be saved as a new database (via the backup data function) using the
Microsoft Access compact database command. This seems to be a more
direct method of backing up the data and has the added advantage
of compacting the database, removing unused areas.
If, for some reason, this method does not
work for the user, the old Backup and Restore function can be
accessed by double clicking
on the Administration title and clicking Yes to the question, ""Show
Old Buttons?""" |
29
Jul 2005 |
3.00 |
33 |
Reassign
All Access Codes |
In the Access Code section on the Gate Access Setup, there is now
a check box that, when checked, will cause ALL access codes to
change -- those already assigned as well as blank ones. This
function will not normally be used, but when needed, SWAMP will
do it with the click of one button, whereas before the user would
have to go to every rental and reassign each access code. A warning
is displayed when this option is checked to make sure that the
user doesn't do this by accident. |
29
Jul 2005 |
3.00 |
33 |
DoorKing
Gate Interface |
SWAMP will now interface with DoorKing (DKS) entry gates. This function
does not support Telephone Entry Systems, which would not be
practical for self storage facilities. The DoorKing system has
a few limitations that the SWAMP user should note. Names in the
DoorKing database will only store the first 15 characters of
the Tenant name as listed in SWAMP (last name first). Therefore
some thought should be given to trying to make the names unique
within 15 characters. Duplicate names will produce a warning,
not an error. On the other hand, duplicate access codes are not
allowed and will result in an error. Therefore, every rental
must have a unique code. SWAMP will do that for you, however,
if you enter a duplicate code by hand, SWAMP will notify you
that it is a duplicate and ask you to confirm that you want to
use the duplicate. When using DoorKing, you should always decline
to use a duplicate code. This means that a tenant who has multiple
units will have multiple codes assigned; they need only use one
of the codes, however. The first time you transmit data to the
DoorKing system, you must use All Tenants, after that you can
use Changes as well as All Tenants. There is a new field called
DKS Account Name, this field must contain the Account name that
you set up in the DoorKing database. Also, make sure that the
directory names for the Gate Interface File and Gate Interface
Program match the actual directory where you installed the DoorKing
software. Finally, DoorKing will not process a data file that
has the same Access code listed in it more than once. This can
happen in SWAMP if multiple changes have occurred to the same
unit between the times you run the gate interface. For example,
a tenant may become delinquent and move out within this period.
If this happens, you will need to generate All Tenants and run
the gate interface. |
8
Jul 2005 |
3.00 |
33 |
Activities
Form Changes |
The Activities form has been rearranged by function and grouped so
as to make it easier to find what you are looking for. In addition,
the Lockout functions that used to be on the Gate Access Setup
form have been moved to the Activities form (the Lockout Grace
Days value has been moved to the Custom Information form). On
the View Lockout Status form a new button called Changes has
been added. This will display a report of lockout values that
have changed since the last time the Update Lockout Values function
was run. |
7
Jul 2005 |
3.00 |
33 |
Optimize
Occupancy |
When generating occupancy, SWAMP now uses the first payment date
for any unit in a particular building as the starting point for
the area table used in the occupancy reports. Previously, it
used the opening day value as set by the user on the Buildings
form as the starting point. This often resulted in a larger than
necessary table including dates for which no data was available. |
25
Jun 2005 |
3.00 |
33 |
Receipt
Preview Changes |
Previously, when previewing a receipt, the preview window would open
up underneath the Payments form which also held the focus so
that no action could be taken on the preview window. Now, when
the preview window opens, the Payments form is hidden and control
goes to the preview window. When the preview window is closed,
the Payments form is made visible again. |
10
Jun 2005 |
3.00 |
33 |
Reminders |
SWAMP now has the ability to schedule reminders. These reminders
can be a one-time occurrence or recurring on a daily, weekly,
monthly or yearly basis. A reminder can be a simple message or
it can have an action, such as backup data, generate rents, print
late notices, etc., associated with it. A reminder can be triggered
on either the start up of the program or upon exit. Optionally,
before any reminders are processed, SWAMP will display the list
of reminders and actions that it is about to process. This gives
the user the chance to delete or reschedule individual items
or cancel all of them. |
2
Jun 2005 |
3.00 |
33 |
Occupancy
Reports Aid |
'Update Occupancy' and 'Regenerate Occupancy' buttons have been added
to the Occupancy Reports menu for convenience. |
2
Jun 2005 |
3.00 |
33 |
Payment
Info Automation |
SWAMP maintains a table that keeps track of certain data for each
rental. This information includes the last billing date, the
last due date, the last paid to date, the last date paid, the
balance due, etc. In the past this table c, this tabe could get
out of date and the user would need to click the Regenerate Payment
Info button to update it. Now, any time SWAMP needs to use the
data in this table, such as in a report or while generating rents
and fees, it will automatically regenerate the table. The user
should not need to do this any more. |
2
Jun 2005 |
3.00 |
33 |
Generate
Rents Changes |
The Generate Rents function has been simplified. The button has been
changed to read Generate Rents/Fees. The form allows the user
to generate rents and late fees for one or all tenants. |
2
Jun 2005 |
3.00 |
33 |
Customize
Late Fees |
Previously, SWAMP had one method of generating late fees that was
invoked by the Late Payments function and four other methods
that were on the Custom Late Fees form. These have all been integrated
into a single function called Customize Late Fees. The old Late
Payments function is now Type 2 within this new integrated form.
It has been enhanced in two ways. One, if you are calculating
the fee as a percent, you now have the choice of using the current
balance due or the monthly rate as the basis. Two, SWAMP will
prevent a Late Fee from being generated if one has already been
generated within a specified amount of time. The user can choose
this amount of time to be within the last month or a specified
number of days. Facilities that use anniversary billing that
would be generating Late Fees on a frequent, say daily, basis,
would probably choose the month option. Those that generate late
fees infrequently, such as monthly or weekly, would probably
choose the days option. The Customize Late Fees form is available
from the Activities form, the Custom Information form and the
Generate Rents/Fees form. There is a field on the Customize Late
Fees form that indicates which of the 5 methods to use when generating
late fees. |
2
Jun 2005 |
3.00 |
33 |
Payment
Validation Changes |
The Late Fee information has been removed from the form. A new validation,
Payments Missing Dates, has been added. For the features of SWAMP
to work correctly, it is very important that every payment have
a Billing date and a Due date. In addition, every Rental payment
must have a Paid To date. This validation shows all payments
that do not meet those standards. When current users update to
3.0, SWAMP will attempt to fill in missing Billing and Due dates.
Since payment validation is most closely related to generating
rents, this form has been moved from the Reports menu to the
Activities menu. |
2
Jun 2005 |
3.00 |
33 |
Balance
Due |
"
Previously, the balance due for a rental was calculated by determining
the difference between the amount paid and the amount billed on items
that had been marked mailed. If an item was not marked mailed, it
was not considered due and therefore was not included in the balance
due. SWAMP now tracks three different balances: Balance Due, Current
Balance Due and Mailed Balance Due. Balance Due accounts for everything
that has been generated regardless of any other factors such as mailed
or due (it sometimes has a heading of 'Billed' on reports). Current
Balance Due excludes anything that has a due date in the future (it
sometimes has a heading of ""Current"" on reports).
Mailed Balance Due uses only those items that have been marked mailed
(this is the same as the previous definition of Balance Due and is
still used as the Past Balance on billing statements)." |
25
May 2005 |
3.00 |
33 |
Compose
Letters |
Using the same functionality as the Internal Lease, SWAMP now provides
a general purpose letter composer. This allows the user to define
any number of custom letters that have key values embedded in
the text. These letters are defined using the using the Compose
Letter button on the Letters form. Letters merged with specific
rental information can be printed from the Compose Letter form
or from the Additional Rental Information form accessed from
the Tenant form. |
19
May 2005 |
3.00 |
33 |
Paid
To Date In First Rents Form |
Previously, all items entered in the First Rents form had a value
in the Paid To field. Since only Rental and Tax should have Paid
To date, this default has been removed. |
14
May 2005 |
3.00 |
33 |
Move
Out Wizard |
SWAMP now provides a wizard that will automatically handle the steps
to correctly move a tenant out of a unit. This wizard can be
used multiple times for a single rental. For example, when a
tenant first moves out, there may still be a balance due; after
some time, it may be determined that this balance will not be
collected. The wizard can be used again to write off an amount
as a bad debt. See the manual for further details on using this
wizard. |
14
May 2005 |
3.00 |
33 |
Increase
Screen Size |
All forms have been expanded to 4 3/4" x 8".
Users will need to have a minimum screen resolution of 800 x 600
to view the new forms." |
14
May 2005 |
3.00 |
33 |
Internal
Lease |
SWAMP now provides a means whereby the user can define a custom lease
within SWAMP. The Internal Lease function provides rudimentary
editing capabilities where in five fields (two headers, a body,
and two footers) the user can enter text, use merge data fields
and specify font attributes. This lease will act as a template
for each tenant, whose specific data will be merged into the
specified fields when the lease button is clicked on the tenant
form. |
14
May 2005 |
3.00 |
33 |
External
Lease |
SWAMP can now use leases written by other applications, such as Microsoft
Word or some other word processor. These leases can take advantage
of the mail merge capabilities of these other applications. SWAMP,
when the Lease button is clicked on the Tenant form, will export
the tenant and rental data to a specified mail merge file and
then open the specified lease document in the specified application.
When designing the lease document, it is recommended that the
user first exports the data file from SWAMP and uses that as
the mail merge data source to ensure that the file name and merge
field names are correct in the lease document. Also, when defining
the file names in SWAMP, the 8.3 file name convention must be
used. This means that to reference a file called c:\program files\microsoft
office\msword.exe it would be specified as c:\progra~1\micros~1\msword.exe.
This can sometimes be confusing when there are multiple folders
under program files that begin with the word Microsoft, because
then the node may be micros~2 or micros~3, etc. |
14
May 2005 |
3.00 |
33 |
New
Tenant Button |
"
A New Tenant button has been added to the main menu of SWAMP to make
moving a new tenant into the database easier and faster. Note that
this opens the Tenant form in an ""Add New"" mode
only. Commands that would normally take the user to another tenant
record will not work. You will need to use the normal Tenant form
for these actions." |
14
May 2005 |
3.00 |
33 |
Restore
Enhancements |
On some occasions the Restore Data function could corrupt the current
data file. Previously, each table in the database was restored
one by one. Now, the whole database is copied as a complete file.
It is hoped that this will eliminate the corruption problem that
has been reported by some users. Also, the previous data file
is saved with an extension of '.mdn' where 'n' is a number (1
through 5). Previously, only the last three were saved, this
has been expanded to be the last five data files. |
14
May 2005 |
3.00 |
33 |
Transfer
Unit Wizard |
SWAMP now provides a wizard for transferring a tenant out of one
unit and into another. It basically does a move out of the first
unit and then applies any credit or debit to the second unit.
See the manual for a detailed description of this function. |
14
May 2005 |
3.00 |
33 |
Latest
Updates Simplified |
The Latest Updates function has been simplified. Previously, the
user had to click on a button for each individual update to bring
the data file up to the same level as the program file. Now,
one button will make all the needed updates to bring the data
file up to the same level as the program file. |
14
May 2005 |
3.00 |
33 |
Tenant
Form Changes |
View Late Notices has been moved from the payments form to the Tenants
form. Unit selection pull down has been added to the payments
form. The rental section has been expanded to show up to five
rentals at a time (used to be only two at a time). These are
sorted first by Move Out date (to force the inactive rentals
to the bottom), then by the Move In date. The TMSA button has
been changed to Lease to reflect the enhanced lease capabilities.
The fields have been changed from sunken style to normal. A few
fields have been rearranged. The Payments form has been widened
and lengthened to display more data. |
14
May 2005 |
3.00 |
33 |
Find
Tables Enhancement |
The Find Tables function has automated all the actions usually associated
with linking to a data file. Upon attaching to a data file, SWAMP
will now compare the update version of the data file with itself
and allow it to be updated to the current version, if older,
or warns you, if newer. Next, SWAMP will automatically set the
invoice type based on the value in the data file. Then it will
regenerate categories and payment info and will ask if you want
to regenerate occupancy. |
4
Mar 2005 |
2.11 |
32 |
Deposit
Summary Reports |
Two new Deposit Summary reports have been added to the Activities
form, Deposit Summary - Category and Deposit Summary - Tenant.
These reports provide summary reports that are subtotaled by
Categories and Tenants respectively. |
4
Mar 2005 |
2.11 |
32 |
Allow
Cents in New Rates |
Previously, on the Update Unit Rates form, the New Rate value could
only be in dollar increments. Now, it will accept cents as well. |
4
Mar 2005 |
2.11 |
32 |
More
Payment Validations |
A new validation, Payments Missing Units, has been added to the Payment
Validation report. Also, buttons have been added to automatically
perform the most like action for each validation. Most of these
will delete the incomplete information. In the case of the new
validation, Payments Missing Units, it will attempt to fix them
by searching for another unit that may be assigned to this rental
and update the incorrect payments accordingly. |
14
Nov 2004 |
2.11 |
31 |
Check
for Late Exempt in Custom Late Fee |
While generating custom late fees, the program will now check the
Late Exempt setting on the rental. If it is true, the late fee
will not be assessed. A summary message is displayed after generating
custom late fees indicating how many late fees were generated
as well as how many were skipped due to exemption. |
14
Nov 2004 |
2.11 |
31 |
FIx
Type 4 Custom Late Fee |
Previously, when generating Type 4 custom late fees, all items that
had been marked mailed were counted in the balance due, even
if the due date for the item was in the future. This has been
corrected, now only past due items are counted. |
19
May 2004 |
2.11 |
31 |
Past
Tenants in Custom Mail Merge |
Previously, if a tenant had any current rentals, he was considered
a current tenant and all rentals past and present would be included
when outputting data to a file. Also, a tenant that had a current
rental would not show up in the Past Tenant list even if he had past
rentals.
Now, any tenant that has past rentals will
show up in the Past Tenant list, regardless if he is also a current
tenant. In addition,
when outputting data to a file, the Current|Past|All setting will
be checked and only the corresponding rentals will be outputted." |
12
Sep 2003 |
2.11 |
30 |
Do
Not Prorate First Payment |
For those users that have all payments due on the same day, comes
an additional option of ""Do Not Prorate First Payment"".
Normally, when the option ""Start all Rentals on the Same
Day"" is selected, the first rent will be prorated from
the move-in date to the selected day. Now, you may exempt the first
payment from this prorating by selecting ""Do Not Prorate
First Payment"". This option is located on the redesigned
Custom Information form in the Option section under the ""Start
all Rentals on the Same Day"" option. If ""Do
Not Prorate First Payment"" is checked then the ""rents"" form
opened by the ""1st"" button will generate a
full billing when opened and if you click on ""Add Another
Payment"", a prorated amount will be entered for the following
month. If 'Start all Rentals on the Same Day' is selected and the
first payment is not exempted, then it will prorate the first month
as before. Whenever generating a prorated amount it will always be
for a period of less than one month regardless of what is entered
in the ""Period"" field." |
12
Sep 2003 |
2.11 |
30 |
Prorate
All Rents when 'Same Day' selected |
While generating rents and the ""Start all Rentals on the
Same Day"" is set on the Custom Information form, SWAMP
will now attempt to set any and all rentals to the date specified
in the ""Which Day"" field. If ""Do
Not Prorate First Payment"" is set, then rentals that have
due dates that match the move-in date will not be prorated. Other
than that exception, if, for whatever reason (over payment, split
transaction, manual change, etc.) the last ""Paid To"" date
is any thing other than the ""Same Day"" date,
the next time rents are generated, a prorated rental will be generated.
If the period is greater than 1, then the prorated period will also
be greater than 1. The algorithm works like this: it generates the
standard amount for the standard period. If the day of the ""Paid
To"" date doesn't match the ""Which Day"" value,
then the day portion of the ""Paid To"" date
is changed to the ""Which Day"" value. For example,
if the ""Which Day"" is ""15"" and
the ""Paid To"" date is 3 Nov 2003, it will be
changed to 15 Nov 2003. The standard amount is then multiplied by
the proration factor. The proration factor is calculated by dividing
the number of days in the new period by the number of days in the
standard period. Even when 'Same Day' is selected, some users may
want to bill some tenants on an anniversary basis. This can be accomplished
by clicking the box next to ""Don't prorate,"" which
will exempt that specific unit from the proration feature. This option
is found on the form opened by the ""More"" button
on the rental subform of the tenant form." |
12
Sep 2003 |
2.11 |
30 |
Dates
When Adding Another Payment |
In the past, when using the ""Add Another Payment"" on
the ""Rents"" form opened by the ""1st"" button
on the Tenant form, the added payment always had a Billed date and
a Paid date that matched the Due date. This does not make sense when
the payment is for a period in the future. Now, when clicking on ""Add
Another Payment"" if the Due Date is in the past, then
the Billed date and Paid date will match the Due date, as before,
but if it's in the future then the Billed Date and Paid Date will
have today's date." |
12
Sep 2003 |
2.11 |
30 |
1st
Rents Form Enhanced |
The ""Rents"" form opened by the ""1st"" button
on the Tenant form has been redesigned to be fully functional and
more similar to the ""Rents"" form opened by
clicking ""Payments"" on the Tenant form. The
changes include: 1) the form has been expanded to add 'D' and 'M'
boxes. 2) 'P' is now open for editing. Changing 'P' will affect $Paid
and Paid fields. 3) Changing $Paid amount now allows for split transactions.
4) Preview and Print Receipt buttons are now available. (All payments
entered on this form are automatically included in the Receipt.)" |
11
Sep 2003 |
2.11 |
30 |
Automatically
Set Receipt When Paid |
The rents form opened by clicking the ""Payments"" button
on the Tenant form has been enhanced so that marking a payment 'P'aid
will also now automatically set the 'R'eceipt check box." |
10
Sep 2003 |
2.11 |
30 |
Multiple
Billings for future End Date |
Fixed problem in Generating Rents from the Activities window where,
if an End Date had been entered with some future date, all rents
would be generated through that date regardless of the date specified
on the Generate Rents form. Now, only those rentals that fall
within the specified range will be generated. |
1
Aug 2003 |
2.11 |
30 |
Select
Notices |
A new function, ""Select Notices"", has been
added to the Activities form. This function allows the user to select
and sort late notices that have been created (using the ""Late
Notices"" function) for tenants who are late in paying
rents. The ""Select Notices"" form allows the
user to select the notices based on the tenant's name, the unit number,
the type of notice created, or by date. Leaving those selections
blank, selects all tenant late notices - limited only by the selection
under ""Mailed."" The list created may then be
sorted by tenant name, by unit number, by date or by how many days
late triggers the creation of the notice. A printer icon is provided
to create a report, which may be printed. Late Notices may be deleted
using this form by highlighting the record selector (the gray box
on the far left of each line) of the target Late Notices and then
pressing the delete button on the keyboard." |
31
Jul 2003 |
2.11 |
30 |
Fix
Airplane on Tenant Form |
The tenant form provides the ability to chose from Active, Inactive
or All tenants. When selecting a tenant from the Airplane button,
all tenants were always included in the select list. This allowed
user to select a tenant that was not available to be displayed.
The select list on the Airplane form now matches the available
tenant list. |
31
Jul 2003 |
2.11 |
30 |
Fix
Type Three Custom Late Fees |
When using Type Three Custom Late Fees, the fourth item was being
activated by the first Use check box. This has been corrected
so the fourth item is now activated by the fourth Use check box. |
31
Jul 2003 |
2.11 |
30 |
Use
Unit Status in Available Unit Report |
The Available Unit report now only includes Active Units. Defunct,
Facility Use and Out of Service Units are not included in the
report. |
31
Jul 2003 |
2.11 |
30 |
Save
Custom Late Fees |
Previously, any settings defined on the Custom Late Fees form were
lost when the SWAMP program was updated. Now, after this version,
these settings will be retained. |
31
Jul 2003 |
2.11 |
30 |
Last
Paid To Date is Null (Blank) |
If a tenant has no recorded payments, then there is no Last Paid
To Date. This causes problems with some actions such as generating
occupancy and late notices. Now, if there is no Last Paid To
Date, SWAMP will use the Move In date instead. |
31
Jul 2003 |
2.11 |
30 |
Handle
Forced Credit Card Transactions |
PC Charge has an option to require duplicate transactions to be forced.
A forced transaction is one where the credit card number is preceded
with the letter 'F'. When using the Charge It function on the
Tenant Payments form, the user needs to enter the 'F' as part
of the credit number. When using the Credit Card Charges form
from the Activities form, the user only needs to click the Force
check box to force the transaction. SWAMP will now consider a
credit card number preceded with an 'F'' as a valid number and
forward the transaction on to PC Charge. |
31
Jul 2003 |
2.11 |
30 |
Swipe
Credit Card Information for Rental |
When setting up a rental for automatic credit card billing, SWAMP
users can now swipe the card and have the information read in
directly from the credit card. |
31
Jul 2003 |
2.11 |
30 |
Mark
Credit Card Payments as Paid |
When using Charge It function on the Tenant Payments form, if the
amount charged matches the total balance due for the tenant,
then each unpaid entry will be marked Paid, Deposited and the
Num field will have the value 'CC' followed by the PC Charge
sequence number. If the amounts are different, then it is left
to the user to mark the appropriate items paid and deposited
and to enter a desired value in the Num field. |
31
Jul 2003 |
2.11 |
30 |
Print
Credit Card Receipts |
SWAMP now allows the user to define the number of credit card receipts
to be printed from transactions passed to PC Charge. The number
of receipts are defined on the Credit Card Setup form. When transactions
are processed to PC Charge, PC Charge will print the receipts. |
31
Jul 2003 |
2.11 |
30 |
Handle
Embedded Blanks in Am Ex Cards |
When swiping American Express cards using a credit card reader, the
credit card number contained two embedded blanks. This caused
the program to reject the card with an invalid number. The user
would need to manually delete these blanks on the form before
processing the transaction. Now SWAMP will automatically delete
the blanks. |
17
Feb 2003 |
2.10 |
29 |
Split
Payments Use $0.00 In Paid Field |
Previously,
when splitting payments, the new payment item could have a blank
in the $ Paid field instead of $0.00. This has been corrected. |
16
Feb 2003 |
2.10 |
29 |
Require
Tenant Before Entering Unit |
A new
check has been added to ensure that a Tenant has been entered before
allowing the user to assign a unit. |
16
Feb 2003 |
2.10 |
29 |
Change
Card Reports to Use 5x8 Cards |
The
paper size has been changed to 5x8 Card for the Card reports, Card
and Blank Card (on the Tenant form) and Blank Tenant Card (on the
Reports form). Previously they were defined on 8.5 x 11 sheets
but only used an area measuring 5x8. They have 1/4 inch margins
and print landscape. |
16
Feb 2003 |
2.10 |
29 |
Fix
Improper Use of Categories |
The
Receipt of Credit Card Charge report was linked to the wrong category
information causing an empty report to be generated. This has been
corrected. In addition, the Lease Payments section on the TMSA
lease form and report were also linked to the wrong category information,
causing this section not be displayed or printed. These have been
corrected. Finally, one the Payments section of the Event Summary
form and report, the category ID number rather than the category
name was being displayed. This has also been fixed. |
6
Feb 2003 |
2.10 |
29 |
Fix
Tenant Update for Sentinel Gate |
Previously,
when Sentinel was the selected gate interface, an error would occur
on the Tenant form when updating the End date or on the Additional
Rental Information form when clicking the Update Gate File button.
This problem has been corrected. |
23
Jan 2003 |
2.10 |
29 |
Fix
Invoice Labels |
When
the Skip Used Labels feature was introduced in build 27, the sorting
of the labels was inadvertantly changed to be by first name rather
than by last name. Also, the name printed last name first. Both
of these problems have been corrected. |
20
Jan 2003 |
2.10 |
29 |
Fix
Regenerate Occupancy |
Previously,
the Occupancy table would be incorrectly generated every other
time the Regenerate Occupancy button was clicked. This usually
resulted in an empty table. Clicking it again would give correct
results. Now, clicking the button will give correct results every
time. |
14
Jan 2003 |
2.10 |
29 |
New
Pictures |
More
of the pictures on the forms have been changed to follow the frog
motif of SWAMP. |
14
Jan 2003 |
2.10 |
29 |
SWAMP
YYYY Name |
The
name on the main menu now says SWAMP followed by the year this
version was released. |
14
Jan 2003 |
2.10 |
29 |
Credit
Card Company Pulldown List |
On
the Credit Card Configuration form, the field for the Credit Card
company has been changed to a pull-down list prefilled with the
names of the supported credit card processing companies. |
8
Jan 2003 |
2.10 |
29 |
Handle
More Units on Postcard |
Previously,
when using Postcard style invoices, up to 6 unit lines could be
displayed. Any more than this would result in an error after clicking
on the Print Bills button. Now, more units can be included on the
postcard. No error will result, but more than 8 units will start
to push data bellow the print area on the postcard. |
7
Jan 2003 |
2.10 |
29 |
Make
Units Active by Default |
Previously,
when adding a new unit, the Status field was initially blank, which
is not a valid status. Now, by default, new units will initially
have a Satus of 'Active'. |
7
Dec 2002 |
2.10 |
28 |
WinSen
RSCM (Remote) Gate Interface |
SWAMP
has been updated to interface with WinSen RSCM. |
7
Dec 2002 |
2.10 |
28 |
Updated
Reports |
The
Available Units report has been updated to include a column showing
what the prorated rental amount would be if the unit were rented
today. Also the margins were adjusted on the Payment Receipt and
the Proration Table report. The Late Tenants report is now sorted
by days late to match the form. |
29
Nov 2002 |
2.10 |
28 |
Income
Statement |
A new
report, Income Statement, is now available by selecting "Statement" on
the Income Reports selection menu. This report provides an analysis
of income categories for a specified date range. It groups the
categories by items due in the period, items that were due prior
to the period but paid in the period, items that are due after
the period but paid in the period, items that are still unpaid,
and items due in the period that were paid prior to the period.
In addition, a Print button has been added to Income Reports selection
form. |
14
Nov 2002 |
2.10 |
28 |
Fix
Billing Amount on Rents of Larger Periods |
Previously,
when the rental period is greater than 1 and the program is generating
multiple payments, each subsequent payment amount was the previous
amount times the period. This problem has been corrected. |
13
Nov 2002 |
2.10 |
28 |
Fix
Selected Billings Report |
When
the Select Billings form was enhanced to allow the user to specify
which date to select, the corresponding Selected Billings Report
was not similarly updated. It still unconditionally used the Billing
date. The Selected Billings Report has been enhanced to now accurately
reflect the date selected on the form. It was also enhanced to
handle the Unmatched option under Paid. It has also been sorted
by Tenant, then Unit, then Due Date and page numbers have been
added. |
24
Oct 2002 |
2.10 |
27 |
Unit
Notes |
A note
field has been added to the Units form. |
24
Oct 2002 |
2.10 |
27 |
Unit
Service History |
SWAMP
now allows the user to track dates that a unit is out of service.
Changiing the Unit's status between an activie and inactive state
will automatically update the out of service table. Out of service
time will not be counted when producing occupancy reports. |
24
Oct 2002 |
2.10 |
27 |
Unit
Rate History |
SWAMP
now allow the user to track rate history for units. Changing the
rate on the unit will automatically update the rate history table
for the unit. Historical rates will be reflected in the Economic
Occupancy reports. |
24
Oct 2002 |
2.10 |
27 |
Duplicate
Units |
To
assist in setting up your unit definitions, SWAMP now has the ability
to duplicate an existing unit definition. Simply click on the Duplicate
Unit button at the bottom of the Units form and a new unit will
be created using all the same information of the displayed unit.
Change the unit number of the new unit from 'NEWUNIT' to your unit
number. |
22
Oct 2002 |
2.10 |
27 |
Blue
Moon Enhancements |
SWAMP
now takes advantage of the additional information that the Blue
Moon Forms Software will accept for the TMSA lease. This additional
information allows SWAMP to provide most of the information found
on the 'Calculation of Initial Payment' tab in Blue Moon. These
figures should be reviewed and corrected as needed before printing
the lease. The 'Security Deposit' field on the Additional Rental
Information has been deleted. This amount will now be calculated
for you using the payments associated with categories of kind 'Refundable'. |
19
Oct 2002 |
2.10 |
27 |
Credit
Card Payments |
Quayle
Computer Concepts has partnered with Payment Processing, Inc. and
Go Software to provide you with a credit card capability with the
value and service you have come to expect. With this solution,
SWAMP has the capability of accepting credit card payments. These
can be both non-recurring and recurring. Once a rental is set up
with credit card information, monthly credit billing will be automatic.
There is a report showing when credit cards are about to expire. |
19
Oct 2002 |
2.10 |
27 |
View
Rental Status Information |
A new
button, "View Status", has been added to the Tenants
form. When clicked, a popup form appears displaying unit and billing
information about each rental associated with the tenant. Use the
veritical scrollbar to view multiple rentals. |
9
Oct 2002 |
2.10 |
27 |
Add
Frog to Main Menu |
The
main menu has been reformatted to accommodate the addition of the
trademark frog. |
9
Oct 2002 |
2.10 |
27 |
Set
Popup Forms |
When
one form is maximized, all forms are maximized, unless the form
is set to be a popup form. The smaller popup type forms have been
set to function as popup forms, allowing the user to run SWAMP
with maximized forms but still have the popup forms remain small. |
9
Oct 2002 |
2.10 |
27 |
View
Late Notices for Tenant |
The
Late Notices form is now available from the Tenant Payments form.
If the tenant has more than one unit, late notices for all units
will be displayed here. |
17
Sep 2002 |
2.10 |
27 |
Unit
Status |
Units
now have a status associated with them. The status can have one
of the following values: Active, Out of Service, Facility Use,
and Defunct. |
16
Sep 2002 |
2.10 |
27 |
Skip
Used Labels |
The
label functions on the Print Bills and Custom Mail Merge forms
now ask for the number of labels to skip before printing the selected
labels. This allows the user to make use of all labels on a sheet
without having to waste any. In addition, on the Custom Mail Merge
form, a selected tenant which occupies multiple units, would also
generate multiple labels. Now, only one label will be printed for
each selected tenant. |
14
Sep 2002 |
2.10 |
27 |
Fix
Mailing List |
Saving
selected tenants as a Named List on the Custom Mail Merge form
has been fixed. |
6
Sep 2002 |
|
27 |
Sell
Facility Fuction |
A new
function, Sell Facility, has been added to the Activities form.
This function is useful when selling your facility. It will determine,
based on amounts collected and owed, how much is due the seller
and how much is due the buyer as of the specified date of sell. |
6
Sep 2002 |
2.10 |
27 |
Enhanced
Categories |
Categories
have been enhanced by adding two new attributes to describe special
uses of specific categories. These attributes are Category Kind
and Taxable. Taxable can be set to 'Yes' or 'No' and indicates
that the category is subject to sales tax. Category Kind indicates
that the category is one of the following kinds: Normal, Recurring,
Refundable, or Fee. Recurring indicates that the category is associated
with a recurring charge such as rent or insurance. Refundable indicates
that category is associated with a charge that is subject to be
refunded such a deposit. Fee indicates that the category is associated
with a one-time only, non-refundable fee. All other categories
are designated as Normal. |
1
Jun 2002 |
2.9 |
26 |
Do
Not Copy Invoice When Printing Bills |
This
undoes the change made earlier (see "Copy Invoice When Printing Bills").
Instead, the invoice type is now checked anytime the user attaches
tables
or processes new updates. At that time, the appropriate invoice type
will be copied. This ensures that changes made and saved by the user
to the invoice will persist. |
29
Mar 2002 |
2.9 |
25 |
Fix
Illegal Function Call in Print Bills |
Previously, when the user clicked the Print Bills button on the Activity
form and there were no bills to print, the normal message ("There
are currently no bills to print or mail") would appear,
but then that would be followed by an "Illegal Function
Call" message. This message will continue until the user
kills SWAMP by using the Windows End Task function. Now, SWAMP correctly
handles the case of no bills to print and does not make the illegal
function call. |
13
Mar 2002 |
2.9 |
25 |
Payment
Generation Setup Check |
Previously, while generating payments, if an error occurred before
the progress meter was shown on the status bar, a subsequent error,
invalid procedure call, would als occur. In this case, the program
would end up in a loop of messages that the user could not get
out of, except by using the Windows End Task function. Now, SWAMP
detects whether the progress meter has been set up or not and handles
the error messages appropriately. The messages have also been enhanced
to better direct the user to the possible problem. |
25
Feb 2002 |
2.9 |
24 |
Late
Notices |
SWAMP
now provides the ability to generate and track custom late notices.
Any number of late notice types can be defined. The definition
consists of four parts: 1) a Type name to identify the notice type,
2) Days indicating how many days late the rental must be to trigger
the late notice, 3) a Headline which will appear at the top of
the late notice, and 4) the Text of the body of the late notice.
This feature allows the user to define custom late notices such
as First Notice, Second Notice, Sale Notice, etc. The feature is
accessed by clicking on the Late Notices on the Activities form.
After defining the various late notice types, use the Generate
Notices button to cause the program to evaluate all rentals and
generate all appropriate late notices as the specified criteria
is met. The number of days late is based on the last paid to date.
All late notices for a rental can be viewed by going to the Tenant
form and clicking on the '+' button on the rental line. On the
subsequent form, click on the View Late Notices button. The user
can manually edit, delete or add late notices. The 'Mailed' check
box controls which notices will be printed. This allows the user
to reprint a notice if necessary. |
21
Feb 2002 |
2.9 |
24 |
Interface
with Sentinel Gates |
SWAMP
now interfaces with Sentinel gate systems. The user should have
the WinSen Sentinel Interface program which reads and processes
the file produced by SWAMP, which is in the format dictated by
the Universal Interface Specification. Two new function were also
added to the Gate Setup form, Clear Gate Table and Import Gate
Table. These refer to an internal table maintained by SWAMP. This
table tries to reflect what was last loaded into the gate system.
If for some reason the gate system and SWAMP get out of synch,
you can clear the gate system and then Clear Gate Table in SWAMP.
The next time you generate the gate file, SWAMP will know that
the gate system is empty and generate changes based on that. Also,
in the case of Sentinel gate systems, it is also possible to inquire
on the contents of the gate system and load that information back
into SWAMP to get them back in synch. This is what the Import Gate
Table button does. |
21
Feb 2002 |
2.9 |
24 |
Add
Phone Number to Late Tenants Report |
The
tenant's phone number has been added to the Late Tenants form and
report. |
12
Feb 2002 |
2.9 |
24 |
Labels & Envelopes
for Full Statements |
Previously,
when Full Statement Invoices were selected, the Labels and Envelopes
did not print correctly. This has been corrected. In addition,
when the Print Bills button is pushed, a status bar is displayed
to show the progress of the bill paying preparation. In the past,
it only showed an hourglass, leaving the user to wonder how long
it was going to take for the form to appear. |
31
Jan 2002 |
2.9 |
24 |
Categories |
The
Categories form is now available from the Adminitration form. Previously,
this form was only available by double-clicking in the Categories
field on the Lists form. |
31
Jan 2002 |
2.9 |
24 |
Copy
Invoice When Printing Bills |
To
ensure that the proper invoice type is being used, SWAMP now checks
the selected invoice type (on the Custom Information form) and
copies that invoice to be used whenever the Print Bills button
is pushed. |
27
Jan 2002 |
2.9 |
24 |
Remember
SWAMP Size |
SWAMP
will now remember the size of it's outer form (window) when it
closes. The next time SWAMP is run, it will open to the same size
as the previous session. The size will not be updated if SWAMP
is maximized when it is closed. |
26
Jan 2002 |
2.9 |
24 |
Expand
Tenant Payments and Ledger Forms |
Both
the Payments and Ledger forms, accessed from the Tenant form, have
been expanded to maximize the number of records they can display. |
26
Jan 2002 |
2.9 |
24 |
Property
Form |
The
Building form, which comes up when you click the Property button
on the main menu, has been renamed to Property. It has also been
resized to match the rest of the forms in the program. |
26
Jan 2002 |
2.9 |
24 |
Select
Billings |
The
Record Billings button on the Activities form has been renamed
Select Payments to more accurately represent it's function and
the name of the form it brings up. The Select Payments form has
been modified to maximize the number of records displayed and to
show all fields for those monitors that use a resolution greater
than 640 x 480. |
19
Jan 2002 |
2.9 |
24 |
Restore
Data |
A
new function, Restore Data, has been added to the Administration
form. This function presents a file finder dialog for the user
to locate the database to restore. Once selected, Swamp will change
the last character in the name of the current database to 1. If
that file already exists, it will be changed to 2; and if 2 exists
it will be changed to 3. If 3 exists, it will be deleted. Then
the selected database will be moved to the Swamp data directory
and renamed to the current database name. For example, suppose
the current database is C:\Swamp\Swampdat.mdb and there currently
exists the following files: C:\Swamp\Swampdat.md1, C:\Swamp\Swampdat.md2,
and C:\Swamp\Swampdat.md3. Then the user chooses to restore C:\Swamp\Backup.mdb.
The following changes will take place: C:\Swamp\Swampdat.md3 is
deleted. C:\Swamp\Swampdat.md2 is changed to C:\Swamp\Swampdat.md3;
C:\Swamp\Swampdat.md1 is changed to C:\Swamp\Swampdat.md2; C:\Swamp\Swampdat.mdb
is changed to C:\Swamp\Swampdat.md1. The file C:\Swamp\Backup.mdb
is changed to C:\Swamp\Swampdat.mdb and the file C:\Swamp\Backup.mdb
will no longer exist under that name. |
19
Jan 2002 |
2.9 |
24 |
Status
Bar When Generating Occupancy |
The
program will now update the status bar with a progress meter showing
the percentage complete while updating or regenerating occupancy. |
19
Jan 2002 |
2.9 |
24 |
Custom
Fee Generation |
A
new form has been added to address some different methods of generating
fees. This form is accessed by clicking on the Custom Fee Generation
button on the Activities form. The are four custom fee generation
types. The first allows you to generate a specific charge type
based on lateness and the absence of another specific charge type.
The second type is designed for those facilities that charge a
late fee after a certain number of days and then assess a daily
charge up to a certain monthly maximum. The third type allows the
user to define a series of charges that are to be assessed after
specific number of days late. The fourth type allows late fees
to be assessed based on what range the rental rate falls in to.
The buttons on the Activities form have been rearranged slightly
to put similiar fuctions together. |
12
Jan 2002 |
2.9 |
24 |
Tenant
Ledger Form and Report Added |
A
new Ledger view has been added to the Tenant form. When the user
clicks on the Ledger button a form comes up allowing the user to
view the tenants charges and payments in a ledger that is similar
to a checkbook register. The items can also be restricted by unit
and date. A corresponding report is also available. If the items
are restricted by date, any previous balance amount not reflected
in the selected items is shown in the Previous field. |
7
Jan 2002 |
2.9 |
24 |
Paid
To Date Must Be After Due Date |
A
new validation check has been added to the program. When entering
a Paid To date on the Tenants payments form or on the Activities
Record Payments form, SWAMP checks to see if the date entered is
before the Due date. If it is, an error message is produced and
the user is instructed to change the date. |
5
Jan 2002 |
2.9 |
24 |
Add
Totals To Reports |
A
total line has been added to several reports. These include Available
Units, Active Tenants List, Current Rentals, Late Tenants, Locked
Out, Special Rates, All Tenants Lists, and Unit Status. In the
case of the Available Units report, subtotals grouped on size were
also added. |
5
Jan 2002 |
2.9 |
24 |
Additional
Fields Added to Tenant Export |
Additional
fields have been added to the Tenant Export file. These fields
are Identification, Email, Employer, and Date of Birth. |
3
Jan 2002 |
2.9 |
24 |
File
Finder Dialogs Added |
A
file finder dialog helper has been added to the file fields located
on the Gate Access and TMSA forms. To access the dialog, double
click on the field. |
2
Jan 2002 |
2.9 |
24 |
Handle
Blue Moon TMSA Lease |
TMSA
members now have the ability to use the Blue Moon Forms Software
to print tenant leases. SWAMP will now create the needed import
file and launch the Blue Moon program when the TMSA button is pushed
on the Tenant form. There is also a new TMSA button on the Administration
form. Use this to setup the TMSA options. |
1
Jan 2002 |
2.9 |
24 |
More
Accurate Period on Invoices |
The
billing period listed on invoices now more accurately depicts the
date range of the billing items. The 'From' date is the date to
which the rental has been paid (if there have been no payments
made for this rental, then it is the move in date). The 'To' date
is the date through which bills have been generated. This change
will be most noticeable on Invoices having more than one months
rent due and on those having past due balances and late fees. |
31
Dec 2001 |
2.9 |
24 |
Invoices
on Postcards |
A
new postcard invoice type has been added to the program. This option,
when chosen, will print four postcards per page in landscape mode.
On the Print Bills form, the Preview Bills and Print Bills buttons
will print the invoice side of the postcards; the Preview Envelopes
and Print Envelopes buttons will print the address side of the
postcards. |
29
Dec 2001 |
2.9 |
24 |
Invoice
Types |
Another
Invoice type,Window Envelope from Post Office, has been added.
This is similar to the Window Envelope invoice, except that the
address is moved over to the left to match the window on the #9
postage-paid envelopes availabe from the post office. In addition,
instead of a series of check boxes, a single select list has been
added to the Custom Information form. |
22
Dec 2001 |
2.9 |
24 |
Warn
on Duplicate Accesscode |
When
manually entering an Access Code for a tentant, SWAMP now warns
the user if the specified Accesscode is already in use. |
22
Dec 2001 |
2.9 |
24 |
Select
Release Notes To Print |
Now
when the Print button is clicked, the user will be asked to enter
the build level at which to start printing. Entering '0' will cause
all notes to be printed. Also, the report will now be brought up
in preview mode instead of going directly to the printer. This
allows the user to modify printer attributes prior to actually
printing the report. |
10
Dec 2001 |
2.9 |
23 |
Warn
On Payments Past Move Out Date |
When
marking payments Paid, the program now checks to see if the Rental
has a move out date and the payment is past that date. If so, a
warning message comes up indicating that there is a move out date.
This check is to help catch the case where a tenant had indicated
a projected move out date and it was entered in the program, but
the date past and the tenant did not move out. |
7
Dec 2001 |
2.9 |
23 |
Gate
Interface Now Uses Lockout Status |
Previously,
the gate interface locked out a rental as soon as a payment was
past due. Now, the gate interface uses the Lockout status on the
rental to determine whether to deny access or not, regardless of
delinquency. This gives the user complete control over facility
access. Several changes have been made to make this easier and
more efficient. A new section called Lockout has been added to
the Gate Access Setup form. This section contains a button called
View Lockout Status, which brings up a form that shows all rentals
that are currently locked out. This form allows the user to easily
unlock a rental. The information can be sorted by Name, Days Late,
Unit Number or Lockout Date. This information can also be printed
as a report. This section also records the Lockout Grace Days.
This number is used by the next button, Update Lockout Values,
which will set the Lockout status and Lockout Date based on the
whether the rental delinquency has exceeded the Lockout Grace Days
or not. A new checkbox has been added to the Rental More form called
No Lockout; when this option is checked, then the Update Lockout
Values button will not lockout this rental regardless of it's delinquency
status. The user can still set and reset the lockout status manually. |
7
Dec 2001 |
2.9 |
23 |
Improve
Use Org Handling |
Additional
checks have been added when the Organization field is updated on
the Tenant form. If Organization has text in it and First and Last
names are blank, the program will automatically set the Use Org
checkbox. If Organization is blank, then the Use Org checkbox will
be reset. |
7
Dec 2001 |
2.9 |
23 |
Backup
File Location |
A
new field, Backup File, has been added to the Custom Information
form. This file name will be used as the default backup location
when performing the Backup function on Administration form. |
1
Oct 2001 |
2.8 |
22 |
Ensure
Amount Paid is Not Blank |
When
payment records are generated, it is important that the Amount
Paid is not blank. If this field is blank, the record will not
show up in the Unmatched payment selection. The program now generates
a 0 value for the Amount Paid field. |
27
Sep 2001 |
2.8 |
22 |
Fix
Payments on Event Summary Report |
Previously,
the Payments section of the Event Summary Report was also empty
regardless of the selection criteria and available matching payments.
This has been corrected. |
20
Sep 2001 |
2.8 |
22 |
Add
State and Zip Code to Invoice |
The
state and zip code of the facility has been added to the footing
of the printed invoice. |
15
Sep 2001 |
2.8 |
22 |
Fix
Bank Deposit List |
The
amount shown as the total paid for a given tenant on a given day
with a given check could be incorrect if multiple payments had
been made by that tenant on that date. Specifically, the amount
displayed was the running total for that tenant on that date and
not the amount of that specific check. This problem has been fixed.
The running total and the grand total for the report were still
correct. |
30
Aug 2001 |
2.8 |
21 |
Full
Billing Statement |
A
new billing statement is now available; it can be selected on the
Custom Information form. Only one version of this billing statement
is available, so all other billing options (half-page, windowed
envelopes, and company letterhead) are disabled when this option
is selected. Due to the increased processing required to prepare
this report, a longer delay may occur between clicking the Print
Bills button and the appearance of the billing form. |
29
Aug 2001 |
2.8 |
21 |
Tax
and Rents Reports |
A
new set of reports have been added called Tax and Rents Reports.
These reports show taxable rents and taxes collected during a specified
date range and grouped by month, quarter, or year. It is also available
ungrouped as a one line summary for the specified date range. |
29
Aug 2001 |
2.8 |
21 |
Unit
Status Report |
A
new report has been added called Unit Status. This report show
all units, sorted by unit number and includes the unit display
info, the tenant name, the unit rate (including tax, if any), the
paid to date, the amount due, and the locked out status. |
29
Aug 2001 |
2.8 |
21 |
Split
Partial Payments |
When
posting a payment, if the paid amount does not equal the billed
amount, the program will now ask if you want to split the partial
payment. If you answer yes, the following will happen.
If
the paid amount is less than the billed amount, then the amount
billed will be adjusted to the amount paid and a new record
will be created with the billed amount being equal to the unpaid
balance. If there is a Paid To date, then the Paid To date
on the first record will be adjusted based on the amount paid;
and the Due date on the second record will be the same as the
Paid To date on the first record and the Paid To date on the
second record will be the same as the original Paid To date.
If
the paid amount is greater than the billed amount, no changes
will be made unless the payment type is Rental. In which case,
the billed amount will be changed to match the paid amount
and the Paid To date will be adjusted to reflect the extra
amount paid. Note that this may affect future due dates.
You
can disable this feature by checking the "Don't Prompt
to Split Unmatched Payments" option on the Custom Information
form.
|
29
Aug 2001 |
2.8 |
21 |
Fix
Deposit Date |
When
depositing payments, the deposit date was being ignored. This has
been corrected. In addition, the program also now asks for a deposit
date when printing either the Undeposited Payments report or the
Bank Deposit report. |
29
Aug 2001 |
2.8 |
21 |
Date
Added To Late Tenants Report |
Today's
date has been added to the Late Tenants report. |
28
Aug 2001 |
2.8 |
21 |
No
Late Fees |
A
new check box, No Late Fees, has been added to the Additional Rental
Information form. If No Late Fees is checked, then late fees not
be generated for this rental. |
28
Aug 2001 |
2.8 |
21 |
Balance
Due Added to Tenant Card |
The
current balance due has been added to the Tenant Card. Thie balance
due amount will reflect the amount the tenant owed as of the last
time that the Payment Info table was regenerated. To ensure an
accurate value, you should click the Regenerate Payment Info button
found on the Reports, Activities or Administration forms. |
25
Aug 2001 |
2.8 |
21 |
Payment
Checklist Report |
A
new report has been added which shows all active tenants, their
unit number and check for each month they have paid this year. |
25
Aug 2001 |
2.8 |
21 |
Payments
This Year Report |
A
new report has been added which show every unit, it's size, it's
tenant (if occupied), it's rate (including taxes, if applicable),
the date paid up to, and a monthly table for the current year showing
paid to dates. |
23
Aug 2001 |
2.8 |
20 |
Return
Address on Envelopes |
A
check box has been added to the Custom Mail Merge and Print Bills
forms which allows the user to indicate if a return address should
be printed on an envelope. |
23
Aug 2001 |
2.8 |
20 |
Expanded
Receipt |
The
tenant receipt report has been expanded to include the From and
To dates, the date paid and the check number. Because of this expanded
information, the Receipt report is no longer available in the half-sheet
format; it will always print on a full sheet. |
23
Aug 2001 |
2.8 |
20 |
Add
Check Number to Tenant Report |
The
payments section of the Tenants report has been expanded to include
the check number field. |
23
Aug 2001 |
2.8 |
20 |
Add
Scroll Bar to Record Payments Form |
On
computers with a video display setting of 640 x 480, the right
vertical scroll bar on the Record Payments Form is inaccessible.
A horizontal scroll bar has been added to the outer form which
allows the user access to the entire form. |
22
Aug 2001 |
2.8 |
20 |
Tax
Exempt & Don't Mail |
Two
new check boxes, Tax Exempt and Don't Mail, have been added to
the Additional Rental Information form. If Tax Exempt is checked,
taxes will not be generated for this rental. If Don't Mail is checked,
then generated rents and taxes for this rental are marked mailed
automatically. Late fees are not affected by this setting. |
22
Aug 2001 |
2.8 |
20 |
Print
Receipt Button |
On
build 17, the function of the Receipt button changed from directly
printing the receipt to previewing the receipt. Now there are two
buttons on the tenants rents form, one to preview and one to print
directly. |
22
Aug 2001 |
2.8 |
20 |
Update
One at a Time |
The
latest update form has been modified so that only one update button
is enabled at a time. One the enabled button is clicked, the update
is performed and then the next update button, if there is one,
is enabled. This ensures that the updates are done one at a time
and in order. |
26
Jul 2001 |
2.7 |
19 |
Display
File Names |
A
Display File Names button has been added to the Administration
form. This button will display a message box showing the full file
name and location of both the SWAMP program file and the SWAMP
data file. |
26
Jul 2001 |
2.7 |
19 |
Additional
Checks on Backup |
When
using the Backup function on the Administration form, two additional
checks are made. First, the program detects if the user attempting
to backup to the same file that is currently in use. It will prevent
this action and ask again what file to backup to. Two, it checks
to see if the backup file already exists, if it does it warns the
user and gives an option to overwrite it or not. If not, it goes
back to asking what file to backup to. |
26
Jul 2001 |
2.7 |
19 |
Payment
Validation Enhancements |
Another
validation has been added to the Payment Validation form. The new
validation checks for missing unit numbers on rentals. This made
the form longer, and thus may not display completely on all monitors.
To handle this possibility, a vertical scroll bar was added to
the form. In addition, the various fields will now only display
actual data; it will no longer display an empty record at the end
of each list. |
23
Jul 2001 |
2.7 |
19 |
Sort
Expenses by Date and Check Number |
Previously,
the Expense Form displayed expenses in the order in which they
were input. Now, they are sorted first by date, then by check number. |
14
Jul 2001 |
2.7 |
18 |
Event
Summary |
A
new report has been added to the Reports menu, directly as a suggestion
from a user. This report will display events that have taken place
between the dates you specify as the "Start Date" and
the "End Date." The 'events' listed are Moved In, Moved
Out, Locked Out, and Payments. Note that if there are more events
than show in the available window, there is a scroll bar at the
right of the window to provide access to the other records. You
may also print the Event Summary report. |
14
Jul 2001 |
2.7 |
18 |
Unmatched
Payments |
When
you show only "Unpaid" payments on the "Rents" or "Select
Billings" forms, the "Balance" reflects only those
billings that are in the window. This may or may not reflect the
actual amount due from this tenant, depending on whether previous
payments all match what was billed. Whenever a billed amount was
either over-paid or under-paid the balance in the "Unpaid" is
not accurate. An "Unmatched" category has been added
to these forms so that all billed amounts not matched by the same
amount in "$ Paid" will show in the window. That balance
should then be the actual amount due. [The exception is if either
the $Billed or the $Paid is blank, that payment will not be listed.] |
14
Jul 2001 |
2.7 |
18 |
Occupied
Unit Warning |
On
the tenant form, a warning will appear if you try to move a tenant
into a unit that is already occupied. The warning will let you
cancel the move-in and tells you to press the Esc button to clear
it. WARNING: This leaves a rental record with a blank unit. If
you don't then enter a correct unit on this record, you will need
to delete the tenant record with the blank unit on it.14 Jul 2001 |
14
Jul 2001 |
2.7 |
18 |
Add
Another Payment Enhancements |
When
using the First button, as you are moving a tenant into a unit,
the "Add Another Payment" will also generate the applicable
taxes.
Previously,
when using the "Add Another Payment" function, each
payment had as its due date [which is also used to indicate
the beginning of the payment period] the move in date. Now
each addition of another payment will use the last Paid To
date as its starting date
|
4
Jul 2001 |
2.7 |
18 |
Remove
Mail Merge Functions |
Direct
Mail Merge within SWAMP has not been supported for some time. The
Letter Maintenance function has been removed from the Letters form
and the Word Processor field has been removed from the Custom Information
form. |
13 Jun 2001
|
2.7 |
17 |
Avoid
Inadvertently Unchecking Paid Box |
If the user attempts to clear the check in the Paid box on either the Rents
form (on the Tenant form) or the Select Billings form (on the Activities
form), the program will issue a warnimg message. The user can proceed with
the change or cancel it.
|
1
Jun 2001 |
2.7 |
17 |
Waiting
List |
A
new function has been added to the main menu that allows the user
to keep track of people waiting for available units. |
1
Jun 2001 |
2.7 |
17 |
Payment
Generation Enhancements |
The
Generate Rents function now correctly generates a prorated payment
for tenants that move out before the normal end of their next rental
period. Also, the program detects when more than 20 rents have
been generated for a single rental at one time. This is indicative
that there may be a problem with the data for that tenant. A warning
message appears, showing the tenant name, the last due date and
the period, and the user is given the option to continue, skip
or cancel. In addition, a progress meter is now displayed on the
status line while generating rents.
WARNING: This feature will generate rents for past tenants if their move
out date is greater than their last paid to date. You will need to reconcile
these two dates before generating rents for the first time after installing
this update. Or, after generating rents, locate these partial payments,
change the billed amount to $0.00 and then mark them Mailed, Paid and Deposited. |
29
May 2001 |
2.7 |
17 |
Data
Integrity |
Several
protections have been incorporated into the program to prevent
the user from deleting information and data that is being used
by other parts of the program. These include prohibiting the deletion
of units that are linked to rentals and rentals that are linked
to payments. In addition, warnings are given when the user attempts
to change the number of a unit or a unit on a rental or the name
of an existing tenant. |
29
May 2001 |
2.7 |
17 |
Specify
Date Criteria on Record Payments |
A
new option has been added to the selection criteria on the Record
Payments form. This option is titled Date and allows the user to
select either Billed, Due, Paid To or Paid. This selection determines
which date field is evaluated when specifying After Date and Before
Date values in the criteria. |
29
May 2001 |
2.7 |
17 |
Bank
Deposit List Report |
A
new report has been created that groups the payments for deposit
by Tenant, date and number. The result is a total that should match
the actual payment made. This report is available on the Activities
form. It is also the report that now comes out when depositing
payments. |
28
May 2001 |
2.7 |
17 |
Access
Code Report |
A
new report has been added that shows unit number, access code,
tenant, and status. This is sorted by unit number. |
28
May 2001 |
2.7 |
17 |
Proration
Table Report |
A
new report has been added that generates a table of prorated amounts
based on unit prices, day of the month and number of days in the
month. |
28
May 2001 |
2.7 |
17 |
Lookup
Tenant by Access Code |
On
the tenant form, the user can use a new pull-down list to find
a tenant by selecting an access code. This is similar to finding
a tenant by unit number. |
28
May 2001 |
2.7 |
17 |
Generate
Rents for a Single Tenant |
On
the Generate Rents and Late Payments forms, a tenant select list
has been added that allows the user to generate rents and/or late
fees for a single tenant instead of all tenants. |
28
May 2001 |
2.7 |
17 |
Special
Rates Report |
A
new report has been added that displays information about tenants
who are paying a rate that differs from the standard rate for the
unit. |
28
May 2001 |
2.7 |
17 |
Preview
Receipt |
When
the user clicks on the Receipt button on the Payments (Rents) form
from the Tenants screen, the program will now show the report in
print preview mode instead of sending it directly to the printer.
This allows the user to change print attributes before printing
it. |
26
May 2001 |
2.7 |
17 |
Show
Only Active Tenants |
The
default list of tenants accessible on the Tenants form has been
changed to show only active Tenants. There is an option box that
allows the user to choose between Active, Inactive and All tenants
in the database. |
26
May 2001 |
2.7 |
17 |
Select
Moved-in Tenants on Mail Merge |
The
Moved-out selection on the Custom Mail Merge form has been enhanced
to handle both move-ins and move-outs. |
25
May 2001 |
2.7 |
17 |
Tab
Order on Units Form |
The
tab order on the Units form has been corrected. |
25
May 2001 |
2.7 |
17 |
Income
Report by Unit |
An
additional report has been added to the Income Reports selection.
The user may now select By Unit to get a break down (and running
total) of income by unit for the specified date range. |
25
May 2001 |
2.7 |
17 |
Record
Payments Selection Updated |
When
the Record Payments button was clicked on the Activities screen,
the initial Select Billings form came up with the Mailed option
set to Both and the Paid option set to Unpaid; however, the actual
payments displayed reflected settings of Both for both options.
The intial payment display now matches the default options and
shows only unpaid items. |
24
May 2001 |
2.7 |
17 |
Select
Moved-out Tenants on Mail Merge |
The
Custom Mail Merge form has been updated to allow the user to select
tenants that have moved out since a specified date. A special save
data button has also been added to ensure that only rentals that
meet the criteria are included in the exported data. Specifically,
it will not include other units that the tenant has, but that have
not been vacated during the specified period. It also does not
include units that are scheduled to be vacated in the future. |
23
May 2001 |
2.7 |
17 |
Display
Data File Name |
The
full name of the file that contains the attached tables is now
displayed on the About form (also known as the Introduction form). |
23
May 2001 |
2.7 |
17 |
Ignore
Future Rent In Assessing Late Fees |
Late
fees are always based on the current balance due. However, when
tenants are billed for more than the current month, it is not right
that they should be assessed late fees based on the rent charged
for future months. SWAMP now evaluates the last Billed To Date.
For every whole month that is in the future, it deducts a month's
rent from the amount used to calculate the late fee. |
23
May 2001 |
2.7 |
17 |
Backup
Any Database Name |
Previously,
if the attached database was called something other than SWAMPDAT.MDB,
the Backup function on the Administration form would fail with
an error. This has been corrected and the Backup function will
work regardless of the database name. |
23
May 2001 |
2.7 |
17 |
Eliminate
Extra Late Fees |
When
a tenant had a period greater than 1 month and the program was
set to generate late fees based on date while generating rents,
SWAMP would create a late fee every time rents were generated regardless
of the length of time since the last late fee was generated. Now
SWAMP will look at the last date billed and if it has not been
about month, it will not generate another late fee. (Specifically,
until today + 5 days is greater than Last Date Billed + 1 month,
no late fee will be generated) |
21
May 2001 |
2.7 |
17 |
Additional
Gate Interfaces Supported |
SWAMP
now supports gate interfaces for PTI, Demco and Alltec gate security
systems. |
11
Apr 2001 |
2.6 |
16 |
Add
Check Number to Deposit Report |
The
check number field on the payment records has been added to the
Payment for Deposit report. |
11
Apr 2001 |
2.6 |
16 |
Regenerate
Payment Info Buttons |
Regenerate
Payment Info buttons have been added to both the Reports form and
the Activities form for the convenience of the user. |
11
Apr 2001 |
2.6 |
16 |
Gate
Interface for Digitech gates |
SWAMP
now provides an interface with Digitech gates. The function is
setup using the Gate Access button on the Administration form.
This Gate Access Setup form allows the user to specify which gate
system is to be used (currently only DigiGate is supported), the
name of the interface file and the name of the interface program.
In addition, the user needs to specify the valid access code range.
Various functions are available as well, these include Assigning
access codes to all tenants currently missing access codes, generating
the interface file and launching the interface program. The "+" button
on the rental line on the Tenant form has also been enhanced to
include additional gate information such as time and keypad zones.
It also provides buttons for generating a unique access code for
this rental and to update the interface file with this rental information. |
25
Nov 2000
|
2.5
|
15
|
Fix
Popup Messages on Two Reports
|
When a
user clicked on the Current Rentals or Balance Due button on the
Reports form, two message boxes world popup. The caption read "Enter
Parameter Value", the message read "Rentals All Query.Size1", followed
by an input box and two buttons, OK and Cancel. The second message
box was similar, the only difference being the message was "Rentals
All Query.Size2". The user should just click the OK button on both
of these message boxes and the reports will work correctly. With
this update these message boxes no longer pop up.
|
10
Aug 2000
|
2.5
|
14
|
Improve
Tenants Payment Sort
|
When more
that one payment was billed on the same date, the sort order was
indeterminate. Now, the Date Due is taken into account in the sort.
|
10
Aug 2000
|
2.5
|
14
|
Unit
Descriptions
|
Although
specifically designed for storage facilities, SWAMP can be used to
manage any number of similar businesses. One area that made this
somewhat awkward was the displaying of the unit dimensions when this
information was not pertinent to the business being managed. Two
new fields have been added to the Units form: "Description" and "Display". "Description" will
accept up to a 20-character description of the unit. "Display" allows
the user to determine what information the program should display
about the unit, the dimensions or the description. Forms, reports,
and invoices have been updated to display this information. In some
cases, long descriptions may not be fully display.
|
26
Feb 2000
|
2.4
|
13
|
Receipt
Footer Reformatted
|
Longer
business names and addresses did not fit on the footer of the Receipt
of Payment report. This report was designed to print on a half sheet
of paper. There are now two formats for the Receipt of Payment report:
one half sheet and one full sheet. The program will select which
format to use based on the user's choice of invoices. If the user
chooses half-sheet invoices, then the program will also use half-sheet
receipts. And likewise, if the user chooses full-sheet invoices,
the program will use full-sheet receipts. The full-sheet receipt
should provide enough space for even the longest names and addresses.
The half-sheet receipt has been reformatted; the font size on the
business name has been reduced and the address and phone have been
broken into two lines.
|
26
Feb 2000
|
2.4
|
13
|
Check
Numbers
|
A field
has been added to the payment record to allow the user to enter a
check number or other payment identification. This field is named
Num and can hold 10 characters. The field is available on the First
Rents form, the Rents form (click Payments on the Tenant form) and
the Select Billings form (click the Record Payments button on the
Activities form). On this last form, the number of fields now exceed
the width of the form. To see the Num field the user needs to use
the horizontal scroll bar or the tab key. The Num field is not included
on any report nor is it used in any way by the program. It is for
user information only.
|
21
Feb 2000
|
2.4
|
13
|
Taxable
Rent
|
In some
states, Rents are taxable. SWAMP now accommodates taxable rents.
Two new fields have been added to the Custom Information form: a
check box with the label "Rents are Subject to Sales Tax" and a numeric
field labeled "Tax Rate". When "Rents are Subject to Sales Tax" is
checked, SWAMP will generate another payment record with a category
of Tax each time a Rental payment is generated. The amount of the
tax is the rental amount multiplied by the Tax Rate and rounded to
the nearest penny. A new category, Tax, has been added. The user
must click the Regenerate Categories button on the Administration
form for this change to take effect.
|
20
Dec 1999
|
2.3
|
12
|
Expand
Date Fields on Rents Form
|
The date
fields on the Rents form have been expanded to display four-digit
years. This form is launched by pressing the "1st" button in the
rental area of the Tenants form.
|
8
Dec 1999
|
2.3
|
12
|
Add
Rentals To Payment Validation
|
If a tenant
is improperly deleted, rental information can be left behind that
point to a now nonexistent tenant. A new item has been added to the
Payment Validation report that checks for Rentals Missing Tenants.
|
7
Oct 1999
|
2.3
|
11
|
Support
for TMSA Lease
|
A report
titled "Exhibit A" can now be produced to be used in conjunction
with the Texas Mini Storage Association (TMSA) lease. Default values
for several fields may be set from the Custom form. The attachment
is generated by pushing the TMSA button on the rental line on the
Tenants form. You will have the opportunity to view and change any
and all values before printing the attachment.
|
25
Sep 1999
|
2.3
|
11
|
Print
Preview Billing Labels and Envelopes
|
A Preview
Envelopes button has been added to the Print Bills form and a print
preview checkbox has been added to the Print Billing Labels form.
These allow the user to preview before printing as well as the ability
to change any desired print option, such as printer, paper source,
paper size, etc.
|
25
Sep 1999
|
2.3
|
11
|
Options
for Late Fees while Generating Rents
|
The new
options regarding Late Fee Generation have been extended to Rent
Generation. A new form is presented to the user when generating rent.
This form allows the user to choose which, if any, late fee generation
method should be used while generating rents.
|
25
Sep 1999
|
2.3
|
11
|
Updated
Custom Mail Merge Form
|
The Custom
Mail Merge form has been updated. When launching this form, the Payment
Info is no longer automatically regenerated. This saves times in
open the form. Instead the option to regenerate the Payment Info
is now available when you chose to Export Data to a File. Also the
tenant list can be limited to just current tenants or to past tenants
or to both. The default is to show current tenants. This also quickens
the load of this form.
|
13
Sep 1999
|
2.3
|
11
|
Late
Tenants Report and Form
|
A new
button called Late Tenants has been added to the Reports form. Clicking
this button will bring up a form showing all tenants that are late
in making their payments. The tenants are sorted in descending order
by the number of days they are late. The form also has button that
allows the data to be viewed and printed as a report.
|
13
Sep 1999
|
2.3
|
11
|
Generate
Late Payments
|
Users
now have more control over when and how late fees are generated.
In previous versions of SWAMP, late fees were only generated when
the next month's rent was generated and the tenant had an outstanding
balance at the time the rent was generated. Now users of SWAMP can
use the Late Payments button on the Activities form to generate late
fees independently of rents. The user is able to specify a grace
period before a balance due is considered late and thus subject to
a late fee. The user also indicates the number of days between late
assessments. The value for the default Grace Days needs to be entered
on the Custom Information form.
|
11
Sep 1999
|
2.2
|
10
|
Add
Rate to Current Tenants Report
|
The rental
rate has been added to the Current Tenants report.
|
11
Sep 1999
|
2.2
|
10
|
Returned
Check is an Expense
|
Previously,
the category of "Returned Check" was listed as income. It has now
been changed to an expense. After updating to this build level, the
user needs to push the "Regenerate Categories" button on the Administration
form.
|
24
Mar 1999
|
2.2
|
9
|
Warn
About Invoice Preferences on Update
|
The update
message has been expanded to include a warning about Invoice Preferences
when updating SWAMP. After updating, it is necessary to go to the
Custom Information form and unselect and reselect your invoice options.
|
24-Mar-99
|
2.2
|
9
|
Release
Notes Report
|
The Release
Notes can now be printed as a report.
|
24-Mar-99
|
2.2
|
9
|
Rate
Dates
|
New rates
are now automatically updated for each tenant at the appropriate
time. This is partially facilitated by a new field called Rate Date.
This field is associated with each rental and it indicates the date
through which the tenant's rate is guaranteed. While generating rents
for a tenant, if the due date exceeds the rate date, then the program
will check the current rate for that unit and if it is different
than that for the tenant, the tenants rate will be changed. There
are two times that the program will set the Rate Date for a tenant.
First, when the tenant moves in, the Rate Date will be set to the
move in date plus the number of months for which the rate is guaranteed.
Second, when the rate is updated as described above during rent generation
-- it will be set to the current due date plus the number of months
for which the rate is guaranteed. You enter the number of months
for which the rate is guaranteed in a new field called Guaranteed
Time found on the Custom Information form. A new command button,
called Update Rate Dates, has been added to the Administration form.
Use this function to populate the new Rate Date field with data for
your tenants.
|
24-Mar-99
|
2.2
|
9
|
Warn
About Invoice Preferences on Update
|
The update
message has been expanded to include a warning about Invoice Preferences
when updating SWAMP. After updating, it is necessary to go to the
Custom Information form and unselect and reselect your invoice options.
|
10-Mar-99
|
2.2
|
9
|
Update
Rates
|
A facility
to aid in updating rates has been added to the Unit Rates form. Clicking
on the Update Rates button on this form will bring up the new Update
Unit Rates form. This form presents three new fields for each unit
group: New Rate, Effective Date and Update Tenants. Only those unit
groups for which the user enters a non-zero new rate and a valid
effective date will be updated. Also, if the user checks the Update
Tenants box, then rates for existing tenants will be updated as well.
New rates will go into effect for new tenants immediately and for
existing tenants (provided Update Tenants was checked) on their next
billing cycle.
|
04-Mar-99
|
2.2
|
8
|
Y2K
Information
|
This program
is Y2K compliant. However, care must be taken when entering dates.
When the user enters only 2 digits for the year, it will always be
treated as though it were preceded by '19'. In other words, if you
enter '00', it will be taken as '1900'; if you want '2000', you must
enter '2000'. To help avoid mistakes, all forms that have dates have
been updated to display four-digit years. Reports are unchanged.
|
20-Feb-99
|
2.2
|
8
|
Preview
Before Printing
|
Before,
when using the Custom Mail Merge function, the Print Labels and Print
Envelopes buttons caused the output to go directly to the printer.
This did not allow the user to change the printer setup if necessary.
Now, there is a check box entitled "Preview First". When
this is checked a print preview window will be display before printing,
allowing the user to customize the output as needed.
|
09-Jan-99
|
2.2
|
8
|
Fix
12 Month Discount in 1st Function
|
Previously
on the tenant form, when using the 1st button on the rental sub form
and the period of the rental was 12 months, the program would automatically
discount the amount due by one month without regard to the setting
of the 'Yearly Payment Gets One Month Free' option on the Custom
Information form. Now, the program will only give this discount when
the option is set.
|
09-Jan-99
|
2.2
|
8
|
All
Rents Start on the Same Day
|
SWAMP
now accommodates starting all rents on the same day of the month.
To utilize these features, check the 'Start All Rentals on the Same
Day' option on the Custom Information form. With this option selected,
the 'Which Day' field will become active. The user enters the day
of the month each rental should start. This value must be between
1 and 28. When new rentals are entered on the Tenant form and user
clicks the 1st rent button, the program will calculate the prorated
amount due for the rental period between the move in date and the
specified start day. A new button has been added to the First Rent
form that will generate the next payment for this rental. A summary
line has also been added to this form which shows the total amount
billed and paid as well as the last paid to date.
|
02-Jan-99
|
2.1
|
8
|
Total
Line on Balance Reports
|
The label
'Grand Total' at the end of the various Balance reports has been
renamed 'Balance'. The amount associated with this label has also
been moved to line up with the label.
|
02-Jan-99
|
2.1
|
7
|
Errors
in Occupancy
|
If an
error occurred while updating or regenerating occupancy, the program
would terminate with an error in MyUtilities. Now, the program detects
the error and displays a meaningful message. This error is usually
only encountered when the data has not yet been set up.
|
02-Jan-99
|
2.1
|
7
|
Refresh
Title after Finding Tables
|
After
Finding Tables, the title on the home menu will be refreshed so as
to show the current data.
|
02-Jan-99
|
2.1
|
7
|
Resize
To Proper Size
|
SWAMP
now detects the screen resolution on the user's computer and sizes
and centers itself accordingly.
|
31-Dec-98
|
2.1
|
7
|
Add
Totals to Balance Due Report
|
Count
and balance due totals have been added to the end of the Balance
Due Report
|
31-Dec-98
|
2.1
|
7
|
Available
Unit Report Sort Order
|
The Available
Unit report was sorted first by availability date and then by size.
However, the units within the date and size seemed to appear in random
and different orders. An additional sort criteria has been added
to cause the units to be sorted in unit number order within the date
and size groups.
|
31-Dec-98
|
2.1
|
7
|
Errors
While Generating Payments
|
Error
handling while generating payments has been improved. A series of
messages will now appear that will help indicate what problems may
be occurring. In addition, a new form, Payment Validation, is available
on the Reports form. This form will help the user to detect where
problems may be occurring in the payment generation. There should
not be data in any fields of the sub forms (except for the late fees).
If there are, then there are problems with the user's data that will
need to be corrected before generating payments. In addition, errors
encountered during payment generation are now no longer fatal. The
program should not die.
|
31-Dec-98
|
2.1
|
7
|
Attaching
Tables Procedure
|
When the
program is updated, after attaching tables (via the Find Tables button),
the user should perform the following functions: Regenerate Occupancy,
Regenerate Payment Info, and Regenerate Categories. These buttons
are all found on the Administration form. This process is necessary
because there is information stored locally that may not match the
data that it was just attached to.
|
16-Oct-98
|
2.1
|
6
|
Prompt
User When Application Changes
|
After
installing an update the SWAMP application, it will prompt the user
as to what steps are to be taken to complete the installation.
|
16-Oct-98
|
2.1
|
6
|
Tenant
Identification Field Added
|
A new
identification field has been added to the tenant form and report.
This field can be used to record any identification information desired
(such as social security number).
|
15-Oct-98
|
2.0
|
6
|
Long
Names and Addresses
|
Several
fields on the billing and receipt reports have been expanded to handle
long names and addresses.
|
01-Oct-98
|
2.0
|
5
|
Missing
Payments in Balance Reports
|
Balance
reports could omit some payments. This would happen when the tenant,
unit, amount and paid date were the same. In this case, only one
payment would be included, the others were considered duplicates.
This problem has been fixed.
|
19-Jul-98
|
2.0
|
4
|
Query
Too Complex -- Part 2
|
A user
running SWAMP under Windows 95 on a 486 with 16 MB memory is still
experiencing "Query Too Complex" errors when attempting
to print or preview bills. Another attempt is being made to avoid
this error. The billing input data is now being put into two intermediary
tables. In addition, a "Debug" checkbox has been added
to the Activities form next the the Print Bills button. When checked,
the Print Bills button will display a message box prior to building
each intermediary table. This will help us determine where the error
is occurring.
|
04-Jul-98
|
2.0
|
3
|
Invoices
for Windowed Envelopes
|
A new
billing report format has been added to accommodate windowed envelopes
designed to take 81/2 x 11 inch invoices. An option check box has
been added to the Custom Information form found in the Administration
function. This option only supports full sized, non-letter head invoices;
therefore, when this option is selected, the other two options (half
size and company logo) are disabled.
|
04-Jul-98
|
2.0
|
3
|
Company
Phone Number Format on Bills
|
The company
phone number is now properly formatted on invoices.
|
04-Jul-98
|
2.0
|
3
|
Last
Paid To Date Wrong
|
On some
reports and exported files, the Last Paid To Date mistakenly indicated
the Paid To date of last rent generated rather than that of the last
rent paid. This has been corrected.
|
04-Jul-98
|
2.0
|
3
|
Don't
Close Print Bills Pop-up Box
|
When printing
bills, it is important that the Print Bills popup dialog box is open.
If it is not, then the message area on the Invoice will print #Error.
A warning message to keep this box open is now displayed.
|
04-Jul-98
|
2.0
|
3
|
Tenant
Phone # on Invoice
|
The new
full-page invoice for window envelopes also has the tenant's phone
number listed on it. This will be added to the other invoice formats
in the future.
|
04-Jul-98
|
2.0
|
3
|
Query
Too Complex errors
|
There
have been some reports of a "Query Too Complex" error occurring
when trying to print or preview bills. This is due to 64K limit on
query compiles and temporary queries created by reports in Microsoft
Access. However, our experience has been that it is also somewhat
resource dependent. Users that have reported this problem have been
able to avoid it by ensuring that nothing else is running on the
machine. Occasionally, it has required bringing either SWAMP down
or Windows or both. In at least one case, none of these workarounds
helped. With this build level, SWAMP now creates a local table containing
the current billing records each time the Print Bills button is clicked.
It is hoped that this will avoid the "Query Too Complex" condition.
|
04-Jul-98
|
2.0
|
3
|
Release
Notes Form Added
|
To better
inform users of the changes that have been made to the program, a
new form called Release Notes has been added to the Administration
form. When the user clicks the Release Notes button on the Administration
screen, this form comes up. In it, the user can read about changes
associated with specific dates, version, updates and build levels.
|
04-Jul-98
|
2.0
|
3
|
Headline
Added to Release Notes
|
A headline
field was added to the Release Notes form to provide a short description
or topic. This is to make it easier to find specific changes without
having to read the entire description.
|
04-Jul-98
|
2.0
|
3
|
No
Bills To Print Message
|
The Print
Bills button on the Activities form now returns a message indicating
that there are no bills to print when there are no bills to print,
instead of bringing up the Print Bills form and then finding nothing
to print or printing invoices with missing fields.
|
10-Feb-98
|
2.0
|
2
|
Release
Notes
|
Users
can now view the changes associated with each version, update and
build levels.
|
09-Feb-98
|
2.0
|
2
|
Use
Amount Paid in Balance
|
Balance
reports now use Amount Paid value instead of Rate value for Payments.
|
09-Feb-98
|
2.0
|
2
|
Regenerate
Categories
|
A "Regenerate
Categories" button has been added to the Administration form.
|