tag:blogger.com,1999:blog-60915963575456770142024-03-18T03:48:41.209-06:00Addsum Business Software, Inc.Addsum Business Software
Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.comBlogger112125tag:blogger.com,1999:blog-6091596357545677014.post-25408637722041968122023-06-07T16:06:00.003-06:002023-06-07T21:57:20.648-06:00TAS Premier 7ix release 17 published<p><span style="font-family: arial;">We are pleased to announce release 17 in the TAS Premier 7ix series. This release contains updates to the runtime and development system programs through May 1, 2023.</span></p><p><span style="font-family: arial;">Release 16 came out on July 10, 2021, and was the first "7ix" release. These updates continue to build on our initial TAS Professional version 7 release in 2004 and then TAS Premier 7i in the fall of 2005.</span></p><p><span style="font-family: arial;">Some of the new features include a COPYTOCLIPBOARD() function; a new </span><span style="font-family: arial;">third parameter in the SENDKEYS() function allowing developers to target an external windows/application; improvements relating to the TRANSX command; changes to the default behavior of the internal ASK button; the a</span><span style="font-family: arial;">bility to upload files using FTP protocol over </span><span style="font-family: arial;">TLS/SSL (also known as FTPS, not to be confused with SFTP i.e. secure shell file transfer protocol) </span><span style="font-family: arial;">using an external executable that we developed written in the same language as the runtime; reenabling the FASTMM4 memory manager; and adding exception handling to the TLLFC() function.</span></p><p><span style="font-family: arial;">Documentation updates are many including a new topic with </span><span style="font-family: arial;">respect to using colors in RUN programs, updates to reserved words primarily for legacy programs, adding documentation for the RTOD() function previously missing, plus documentation for new or improved features.</span></p><p><span style="font-family: arial;">The older FTP function remains available but is not capable of sending files using FTPS protocol. The newly provided executable can upload files via both secure and insecure methods, supports options for the port number, connect tries, connect/read/transfer timeout settings, TLS options (require vs. explicit vs. implicit), transfer types, and passive mode. Any number of profiles can be established which can then be called from the TAS environment after being tested.</span></p><p><span style="font-family: arial;">OpenSSL changes are expected later this year which will require changes both in the sending of secure e-mail (supported in Advanced Accounting) as well as FTP secure protocols, but we decided not to wait for those changes in order to provide FTPS capability now, which has not previously been available.</span></p><p><span style="font-family: arial;">We previously had enabled the Borland replacement memory manager in an earlier runtime version, but we had a few users report harmless error messages sometimes when exiting the runtime, so we removed it. Based on some extensive testing, however, we have found that the use of that replacement memory manager is critical in Windows 10 and 11 operating systems when loading DLLs using the TLLFC() function, and so we have reenabled that memory manager in all executables where it applies. And the runtime executable still works just as well under prior Windows releases as well. We thought that exception errors that started to be encountered when using TLLFC() related to adding QRCODE() support in the prior (release 16) version, but in fact, it related to memory management issues in Windows 10 and now 11 (which reenabling FASTMM4 seems to resolve).</span></p><p><span style="background-color: white; color: #666666; font-family: arial;">See the "Addsum Premier 7i features" under the topic "What's new in TAS Premier 7i" in the help files for more information as to all of the updates provided in this release.</span></p><div style="background-color: white; color: #666666;"><span style="font-family: arial;">Future releases of Advanced Accounting 8 (and 9) will use this newer 7ix runtime</span><span style="font-family: arial; font-size: large;">.</span></div><div style="background-color: white; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><span style="font-family: arial; font-size: medium;"><br /></span></div><div style="background-color: white; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><span style="font-family: arial; font-size: medium;"><a href="https://www.addsuminc.com/tas7updates.htm" style="color: #2288bb; text-decoration-line: none;" target="_blank">TAS Premier updates</a><br /></span></div><div style="background-color: white; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><span style="font-family: arial; font-size: large;"><br /></span></div><div style="background-color: white; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><span style="font-family: arial;"><a href="https://www.addsuminc.com/tas7download.htm" style="color: #2288bb; text-decoration-line: none;" target="_blank"><span style="font-size: medium;">TAS Premier 7ix download (new installs)</span></a></span></div><div style="background-color: white; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></div><div style="background-color: white; color: #666666; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHHfw1H1oTYRouidIbSPZzUmQ5zF1eLgZj-XDqLutPWy8xOP1fDg1p1vHi2VSWXg0dHB8Caa3jeh2DYQ1eSNWF55mDseuF5DJSaTxUCYaNZ4YwEee-tzEeZtP0l25_l5U-wJJyKql7whjzksUy8U70spRSmxtaL0xoPVvBZSZ38sagOGE3D9u7IzvRKA/s411/tas7ixrel17about.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="411" data-original-width="377" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHHfw1H1oTYRouidIbSPZzUmQ5zF1eLgZj-XDqLutPWy8xOP1fDg1p1vHi2VSWXg0dHB8Caa3jeh2DYQ1eSNWF55mDseuF5DJSaTxUCYaNZ4YwEee-tzEeZtP0l25_l5U-wJJyKql7whjzksUy8U70spRSmxtaL0xoPVvBZSZ38sagOGE3D9u7IzvRKA/w368-h400/tas7ixrel17about.jpg" width="368" /></a></div><br /><div><br /></div>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-50723774214034079652023-05-17T11:51:00.002-06:002023-05-17T12:33:50.149-06:00MS Server 2012 and 2012 R2 nearing end of life<p><span style="font-family: arial;">Inasmuch Microsoft Server 2012 and 2012 R2 will no longer be supported after <a href="https://learn.microsoft.com/en-us/lifecycle/announcements/windows-server-2012-r2-end-of-support" target="_blank">October 10, 2023</a> (no more security updates being the primary concern), users are starting to plan migrations to Server 2019 or Server 2022. These migrations will not require any program updates from us (for Advanced Accounting, for example) but users that are running the Actian Pervasive (PSQL) 11.3 (SP3) release on those systems may have to upgrade to a newer version.</span></p><p><span style="font-family: arial;"><a href="https://www.goldstarsoftware.com/" target="_blank">Goldstar Software</a>, who specializes in providing Pervasive (and later referred to as Actian Pervasive and now as Actian Zen) software has recently published some very helpful charts that includes officially supported engines on various operating systems:</span></p><p><a href="https://www.goldstarsoftware.com/version-quick-reference-chart.asp" style="font-family: arial;" target="_blank">https://www.goldstarsoftware.com/version-quick-reference-chart.asp</a></p><p><span style="font-family: arial;">See the second chart with the subtitle, "Supported Operating Systems by Actian Zen/PSQL Product Versions." </span></p><p><span style="font-family: arial;">So while v11.3 might work on say 2019 Server, only v13 (and v14 and v15) are officially supported. And for Server 2022, only v15 supports that operating system.</span></p><p><span style="font-family: arial;">When upgrading to v15, there are some discounts (at least for a while) are available for users of older versions. See:</span></p><p><a href="https://www.goldstarsoftware.com/prices15.asp" style="font-family: arial;" target="_blank">https://www.goldstarsoftware.com/prices15.asp</a></p><p><span style="font-family: arial;">and scroll down to "Actian Zen v15 Enterprise Server Upgrades From PSQL v13 or Older (WHILE SUPPLIES LAST)."</span></p><p><span style="font-family: arial;">Because of their technical expertise and the fact that they focus solely on "Btrieve" products, we do recommend that users obtain pre-sale information and product updates from Goldstar.</span></p><p><span style="font-family: arial;">When migrating to a different server without purchasing an upgrade and with the intention of using the existing license on the newer server, the older installation has to be deauthorized. </span></p><p><span style="font-family: arial;">For testing and for use in some migration situations, a </span><a href="https://www.goldstarsoftware.com/ineedzen15.asp" style="font-family: arial;" target="_blank">30-day v15 trial version</a><span style="font-family: arial;"> is available.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><h2 style="color: #594c66; font-family: Verdana, Arial, Helvetica, "sans-serif"; font-size: 14pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;"> </h2><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-66652893775063939562023-03-07T12:58:00.004-07:002023-04-19T12:09:56.143-06:00New federal W-2 and 1099 e-file threshold drops to 10 forms<p><span style="color: #0e101a; font-family: arial;">On February 23, 2023, new requirements went into effect for calendar years beginning after 2023 that mandate electronic filing of certain employment returns from the current 250 threshold down to just 10 forms, which involves an aggregate count of all W-2 and 1099 forms to be filed in a given future calendar year.</span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;">The Federal Register publication can be found here:</span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;"><br /></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><a href="https://www.federalregister.gov/documents/2023/02/23/2023-03710/electronic-filing-requirements-for-specified-returns-and-other-documents" style="font-family: arial;" target="_blank">https://www.federalregister.gov/documents/2023/02/23/2023-03710/electronic-filing-requirements-for-specified-returns-and-other-documents</a></p><div><br /></div><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;">While the old rules apply for 2023, we would recommend that employers begin the transition to file their returns electronically in 2023 if they have not been already doing so.</span></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;"><br /></span></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;">E-filing options are already available for W-2/W-3 forms as well as for 1099-NEC in the </span></span><span style="font-family: arial;">latest releases of Advanced Accounting</span><span style="font-family: arial;">. For other 1099 forms, the IRS is making a portal available to file those forms (which can include form 1099-NEC as well) which will be available for filing 2023 forms:</span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;"><br /></span></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;"><a href="https://www.irs.gov/newsroom/irs-opens-free-portal-to-file-information-returns-new-electronic-option-can-reduce-millions-of-paper-forms-1099-estimated-to-be-filed-by-businesses-in-2023" target="_blank">https://www.irs.gov/newsroom/irs-opens-free-portal-to-file-information-returns-new-electronic-option-can-reduce-millions-of-paper-forms-1099-estimated-to-be-filed-by-businesses-in-2023</a></span></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><br /></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;">This change does not impact 941 and 940 filings although those can come into play in determining whether corporate tax returns (form 1120) have to be filed electronically.</span></span></p><p><span style="font-family: arial;"></span></p><p style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"></p><p></p><p style="background: transparent; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span data-preserver-spaces="true" style="background: transparent; color: #0e101a; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-family: arial;">This change has been anticipated for quite some time and in part consistent with changes states have been making for many years. There are many advantages to filing in this manner and while it will be a change for some users, in the long run, it will be advantageous not just for the government administration but for business efficiency as well.</span></span></p><p><span style="font-family: arial;">More information from our e-filing interface partner:</span></p><p><span style="font-family: arial;"><a href="https://www.nelcosolutions.com/e-file-threshold-sd/" target="_blank">https://www.nelcosolutions.com/e-file-threshold-sd/</a><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-8822621760197732502023-01-27T16:41:00.008-07:002023-01-27T16:50:51.390-07:00E-file 1099-NEC forms from Advanced Accounting<p><span style="font-family: arial;">The IRS due date for form 1099-NEC (introduced in 2020 replacing what used to be handled by form 1099-MISC) is January 31 (unlike form 1099-MISC which has different deadlines). The form is used to report nonemployee (such as an independent contractor) payments of $600 or more. These forms can now be e-filed from Advanced Accounting.</span></p><p><span style="font-family: arial;">This form can also be used to report direct sales totaling $5,000 or more of consumer products for resale anywhere other than in a permanent retail establishment. Instead, that can be "reported" informally by providing the recipient a letter with that information along with commissions, prizes, etc. Or 1099-MISC can be used to report direct sales as well.</span></p><p><span style="font-family: arial;">Historically the requirement to file electronically at the federal level has been 250 returns (forms), but proposals are pending to reduce that number.</span></p><p><span style="font-family: arial;">Many states have their own requirements for reporting nonemployee income paid to residents of a given state.</span></p><p><span style="font-family: arial;"><b>States with 1099-NEC requirements</b></span></p><p><span style="font-family: arial;">The nine states that have no state income tax do not, of course, have a 1099-NEC requirement:</span></p><p><span style="font-family: arial;">Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming</span></p><p><span style="font-family: arial;">Two additional states also have no 1099-NEC requirement:</span></p><p><span style="font-family: arial;">Illinois and New York</span></p><p><span style="font-family: arial;">As a general rule, if you withhold any state taxes from an NEC-type payment, filing in that state is required. Many states only require a 1099-NEC state equivalent filing if there was state withholding on the NEC payment.</span></p><p><span style="font-family: arial;">These states include:</span></p><p><span style="font-family: arial;">Arizona</span></p><p><span style="font-family: arial;">Arkansas (or if the payment exceeds $2,500)</span></p><p><span style="font-family: arial;">Colorado</span></p><p><span style="font-family: arial;">Georgia</span></p><p><span style="font-family: arial;">Idaho</span></p><p><span style="font-family: arial;">Indiana</span></p><p><span style="font-family: arial;">Iowa</span></p><p><span style="font-family: arial;">Kentucky</span></p><p><span style="font-family: arial;">Louisiana</span></p><p><span style="font-family: arial;">Maryland</span></p><p><span style="font-family: arial;">Minnesota</span></p><p><span style="font-family: arial;">Mississippi</span></p><p><span style="font-family: arial;">Nebraska</span></p><p><span style="font-family: arial;">North Carolina</span></p><p><span style="font-family: arial;">Ohio</span></p><p><span style="font-family: arial;">Rhode Island</span></p><p><span style="font-family: arial;">South Carolina</span></p><p><span style="font-family: arial;">Utah</span></p><p><span style="font-family: arial;">Virginia</span></p><p><span style="font-family: arial;">West Virginia</span></p><p><span style="font-family: arial;">States that generally require 1099-NEC filings whether or not any state withholding was involved are listed below. Normally the rule also is that only residents of the state providing service in that state require a state 1099-NEC equivalent, however, there are exceptions:</span></p><p><span style="font-family: arial;">Alabama - has a later deadline if there was no state income tax withheld</span></p><p><span style="font-family: arial;">Delaware</span></p><p><span style="font-family: arial;">California - but not required unless the state income amount is different than the federal amount</span></p><p><span style="font-family: arial;">Connecticut - must file electronically if 25 or more forms</span></p><p><span style="font-family: arial;">D.C. - must file electronically if 25 or more forms</span></p><p><span style="font-family: arial;">Hawaii</span></p><p><span style="font-family: arial;">Kansas - electronic filing is required for 51 or more forms</span></p><p><span style="font-family: arial;">Oklahoma - requires a filing if the payment is greater than $750</span></p><p><span style="font-family: arial;">Maine</span></p><p><span style="font-family: arial;">Massachusetts</span></p><p><span style="font-family: arial;">Missouri - if over $1200, unless reported elsewhere</span></p><p><span style="font-family: arial;">Michigan</span></p><p><span style="font-family: arial;">Montana</span></p><p><span style="font-family: arial;">New Jersey - if over $1000 or state withholding; electronic filing is mandatory</span></p><p><span style="font-family: arial;">North Dakota - must be filed electronically if more than 10 forms.</span></p><p><span style="font-family: arial;">Oklahoma - over $750 or state withholding</span></p><p><span style="font-family: arial;">Oregon - electronic filing is required if more than 10 forms</span></p><p><span style="font-family: arial;">Pennsylvania</span></p><p><span style="font-family: arial;">Vermont - electronic filing if more than 25 forms; forms issued to nonresidents providing services in Vermont have to be reported</span></p><p><span style="font-family: arial;">Wisconsin - must be issued to nonresidents as well as residents providing services in the state</span></p><p><span style="font-family: arial;">NOTE: The above information is in flux so please check with your local state agency or tax practitioner to get the latest information</span></p><p><span style="font-family: arial;"><b>Advanced Accounting 1099 form history</b></span></p><p><span style="font-family: arial;">The first Advanced Accounting (Adv) program to produce 1099 forms was completed by Business Tools in September 1992 and released as part of the Adv 4.0 series.</span></p><p><span style="font-family: arial;">We first started to make programming changes to that option in December of 1994 to provide a "magnetic media option" for a customer in North Dakota that needed it, working also initially in Adv 4.03 (TAS 4.0) which not long thereafter was migrated to Adv 5.0 (TAS 5.0) during the first half of 1995. We converted the program to version 5.0 in Dec. of 1996 and then to Adv version 5.1 (TAS 5.1) in 1997, along the way making changes for ever-changing IRS requirements as well to improve the functionality of the program such as adding a "review" option in 1998 and adding support for the 1096 transmittal in 2006 along with annual reviews and updates.</span></p><p><span style="font-family: arial;">More recently, in 2020 we updated the program for the 1099-NEC change and in 2021 to print those to three, rather than two, per page.</span></p><p><span style="font-family: arial;"><b>2023 latest changes </b></span></p><p><span style="font-family: arial;">The magnetic media option that we first added in 1994 had long since fallen into disuse. But we have now implemented an interface with our e-filing partner (Nelco Solutions) that provides the ability to file electronically not only federally but also in any state. In the course of doing that, we have added support for:</span></p><p><span style="font-family: arial;"><i>Direct sales indicator</i></span></p><p><span style="font-family: arial;"><i>Federal (backup) withholding:</i></span></p><p><span style="font-family: arial;"><i>Multiple state income, state codes, tax ID's, and withholding amounts</i></span></p><p><span style="font-family: arial;"><i>Account number for the vendor if missing </i>(since this is a required element)</span></p><p><span style="font-family: arial;">Numerous other new features have been incorporated.</span></p><p><span style="font-family: arial;">These new options are available via an "adjust" option that provides for on-the-fly entry that has been considerably enhanced.</span></p><p><span style="font-family: arial;"><br /></span></p><p></p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPoRVbwAOlMrVP-jI--NdVcjEpFE_VKRBOQaJP_ec8EY1uSjWB7VtaDIFS37t6eOA65eU-ywC8eKdAogTtAvOnXl8_ZRL7u_QcrOc_0etuGNmhXORX1f4Vn3bPzIaYB_xRX2mjv8EcYokgvxmhXBZuPTWHhEgoZRoC-RdRjQotNomukyHYmc6Wzmb3oQ/s800/bkap1099.jpg" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="690" data-original-width="800" height="552" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPoRVbwAOlMrVP-jI--NdVcjEpFE_VKRBOQaJP_ec8EY1uSjWB7VtaDIFS37t6eOA65eU-ywC8eKdAogTtAvOnXl8_ZRL7u_QcrOc_0etuGNmhXORX1f4Vn3bPzIaYB_xRX2mjv8EcYokgvxmhXBZuPTWHhEgoZRoC-RdRjQotNomukyHYmc6Wzmb3oQ/w640-h552/bkap1099.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">The 1099-NEC adjust/change screen</td></tr></tbody></table><p></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">When completed, the import file is uploaded to the same branded site that is used for e-filing W-2 forms (and the W-3 transmittal) and to accomplish state filings as well.</span></p><p><span style="font-family: arial;">This option can be provided now to existing Adv 8 (and 9) users for 2022 e-filings and will be incorporated into the next update releases.</span></p><p><span style="font-family: arial;"><b>Why file electronically if it isn't required?</b></span></p><p><span style="font-family: arial;">Filing electronically reduces the time and hassle associated with manually preparing these returns. It more securely provides the information to agencies without having to put confidential taxpayer identification numbers in the mail, and the information is more quickly and accurately processed.</span></p><p><span style="font-family: arial;">Further, it obviates the need to purchase any forms. While you still have to mail the recipient a copy (printed from a provided PDF that is generated as a result of the e-filing), that is a service that can be performed by our e-filing partner. As a result, the minimal per employee filing cost is reduced even more.</span></p><p><span style="font-family: arial;">So even for users with just a few 1099-NECs, there are many reasons to file electronically even if not required. In short, it saves time and frustration.</span></p><p><br /></p><p><br /></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-47569536519904726592023-01-08T00:35:00.008-07:002023-01-11T16:28:13.625-07:00Adv 8 r11 includes 2023 payroll updates<p><span style="font-family: arial;">Advanced Accounting 8 r11 is now available and includes 2023 payroll updates.</span></p><p><span style="font-family: arial;"><b>Payroll:</b></span></p><p><span style="font-family: arial;">In addition to the usual federal changes and new OASDI maximum, over 60% of states that have state withholding taxes have made changes to their rates or withholding logic.</span></p><p><span style="font-family: arial;">States with changes that have been updated within the latest versions of Advanced Accounting as well as retested include:</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">Alabama</span></p><p><span style="font-family: arial;">Arizona</span></p><p><span style="font-family: arial;">Arkansas</span></p><p><span style="font-family: arial;">California</span></p><p><span style="font-family: arial;">Colorado</span></p><p><span style="font-family: arial;">Georgia</span></p><p><span style="font-family: arial;">Indiana </span></p><p><span style="font-family: arial;">Lousiana</span></p><p><span style="font-family: arial;">Missouri</span></p><p><span style="font-family: arial;">Montana</span></p><p><span style="font-family: arial;">Nebraska</span></p><p><span style="font-family: arial;">New Mexico </span></p><p><span style="font-family: arial;">Oklahoma</span></p><p><span style="font-family: arial;">Oregon </span></p><p><span style="font-family: arial;">Utah</span></p><p><span style="font-family: arial;">Virginia</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">Some of the changes only involve withholding rate table changes (New Mexico). Some solely relate to allowance increases (Alabama).</span></p><p><span style="font-family: arial;">Some of the changes that needed to be made go back to 2022 (Arkansas made changes effective October 1, 2022; Louisiana made changes effective January 1, 2022, that may have not been published until much later).</span></p><p><span style="font-family: arial;">Other are much more involved including the many states that have relatively complex formulas.</span></p><p><span style="font-family: arial;">In retesting these states, we have also added new logic to the "calculation" option contained with the PR-B Enter Pay Info option.</span></p><p><span style="font-family: arial;">In re-reviewing the withholding instructions for each of these states, some major logical changes had to be made (such as for California and to accommodate Arkansas's unusual negative adjustments included in their tax tables).</span></p><p><span style="font-family: arial;">Some of the changes still relate to the fallout caused by the 2020 federal government W-4 changes. While the new federal form no longer uses the longstanding withholding allowances that we were all used to up until that time, many states still do (calling them dependent allowances in some cases) as well as in some states also providing for "personal allowances" or in the case of California additional "estimated deduction" allowances that have different rates associated with them. It seems as though some states are still grappling with the 2020 federal changes which have in turn caused a lot of confusion for seemingly little gain and have imposed yet more burden on businesses and taxpayers in general.</span></p><p><span style="font-family: arial;">While employers are required to implement these changes as soon as practical, the overall effect is often small despite the effort it takes to maintain and update them. As we reviewed 2023 test cases and in our testing in general, it seemed on balance that federal changes resulted in slightly lower withholding amounts, and that states tended to make changes that also reduced their withholding, which seemed somewhat surprising given rising costs in 2022.</span></p><p><span style="font-family: arial;">We also noted that in several states, the highest brackets were changed to a lower percentage than in the prior year and that changes to those highest brackets in some cases made little intuitive sense.</span></p><p><span style="font-family: arial;">Some new hints have been added in PR-A Enter/Change Employees for Colorado, California, and Arizona. Arizona is another unique state where the employees elect one of seven percentages unless claiming to be exempt, which is applied to taxable wages for its state withholding. In Colorado (going back to January of 2022 when first effective), the number of jobs needs to be entered in the state allowances field. In Arizona, the percentage multiplied by 10 needs to be entered under state allowances. In California, the number of additional allowances from estimated deductions needs to be separated and placed in the SSEx field rather than in the state allowances field. In some states, dependency credits are entered in the SSEx field. County taxes for Indiana continue to be handled as in the past but those rates have changed for 2023.</span></p><p><span style="font-family: arial;">There are indications of 2023 changes in other states other than those we have specifically reviewed thus far (including Iowa, Kentucky, Maine, Maryland, Minnesota, North Carolina, North Dakota, Rhode Island, South Carolina, Vermont, and Washington DC). We will review and provide updates as time allows and based on our users processing payroll in those states, but we did not wait any longer to put out these other updates that have now been completed.</span></p><p><span style="font-family: arial;"><i>Payroll related programs changed:</i></span></p><p><span style="font-family: arial;">PR-B Enter Pay Info as indicated above and see below</span></p><p><span style="font-family: arial;">PR-D Print payroll checks - first day next pay period issue when batch posting</span></p><p><span style="font-family: arial;">PR-G Print W2s and W2 History has been enhanced to remember settings previously used when submitting an e-file. Also when e-filing, an employee control number which consists of the year and employee number is now included for reference. <b>Note: the e-filing portal is open, we qualified for the required annual testing toward the end of last year, and we have already made one e-filing for 2022.</b></span></p><p><span style="font-family: arial;">PR-K Maintain tax tables option has been updated for federal and state rate changes along with the corresponding extensive changes to PR-B </span></p><p><span style="font-family: arial;">SY-D Enter/Chg PR/GL interface ensures that the new OASDI max is validated when updating or adding a payroll division.</span></p><p><span style="font-family: arial;"><b>Non-payroll updates:</b></span></p><p><span style="font-family: arial;">Adv 8 r11 includes a variety of non-payroll program updates made in November and December of last year:</span></p><p><span style="font-family: arial;">SY-K-C When changing many product codes from an import file, a new clone option has been added for special situations. So when using this option the existing code is left intact.</span></p><p><span style="font-family: arial;">AP-I Print Vendor General Info has been modernized and a new tab-delimited export feature added.</span></p><p><span style="font-family: arial;">AR-I-A (Customer reports) Sales by Month now includes the option (as elsewhere) to use the salesperson when the invoiced was posted, which is the default, or as currently assigned when limiting to a salesperson.</span></p><p><span style="font-family: arial;">IC-C-C (Product Sales/Purch Info) Top Products Sold Analysis also has the option to use the salesperson when the invoice was posted (the default) or as currently assigned when limited by a salesperson.</span></p><p><span style="font-family: arial;">SO-G Post invoices now updates billings for jobs based on the invoice subtotal rather than the total that might include tax or freight (applies only to job costing)</span></p><p><span style="font-family: arial;">AR-R-D Unapplied credits Report: the total of the unapplied credits generated by the report is now included.</span></p><p><span style="font-family: arial;">AR-B Enter/Change Vouchers: the check fiscal function was still being limited to five years past instead of six years past as everywhere else</span></p><p><span style="font-family: arial;"> </span><span style="font-family: arial;">AP-M Enter Recurring (AP) Vouchers - <a href="https://addsuminc.blogspot.com/2022/10/advanced-accounting-8-release-10.html" target="_blank">building on rel. 10</a> enhancements and because the mouse/cursor position can inadvertently default to a different menu option than previously selected when editing a voucher in this legacy program, this option now asks whether the voucher type needs to be changed when editing an existing recurring voucher.</span></p><p><span style="font-family: arial;">AP-N Generate Recurring (AP) Vouchers -<a href="https://addsuminc.blogspot.com/2022/10/advanced-accounting-8-release-10.html" target="_blank"> building on rel. 10</a> enhancements, the ability to override the invoice description and invoice # (which in the past has been internally assigned by the software) in manual check/ACH situations has been added, along with a new option to limit the generation to a single vendor code (which can be used instead of or in combination with the selection code range).</span></p><p><span style="font-family: arial;">For more details or to schedule an update, contact us at </span><a href="mailto:support@addsuminc.com" style="font-family: arial;">support@addsuminc.com</a><span style="font-family: arial;"> or call 800-648-6258.</span></p><p><br /></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p> </p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-1016416494996372982022-10-26T20:47:00.000-06:002022-10-26T20:47:01.466-06:00 Advanced Accounting 8 release 10<p><span style="font-family: arial;">Since the <a href="https://addsuminc.blogspot.com/2022/06/advanced-accounting-8-release-9.html" target="_blank">Advanced Accounting 8 r9</a> release, the following updates have been made to the system:</span></p><p><span style="font-family: arial;"><b>AR-C - Record Payments/Credits</b></span></p><p><span style="font-family: arial;">Maximum number of invoices per payment session updated (was not recognizing that value set in SY-A-B)</span></p><p><span style="font-family: arial;">In a negative payment situation, the amount remaining could be set to zero when not applied to anything and depending on which type option was chosen and the sequence edits.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><b>Export paths</b></span></p><p><span style="font-family: arial;">Based on our observations of users struggling with where to place export files and since the usual preference is the user's desktop, the default path for export files has been changed in numerous options including:</span></p><p><span style="font-family: arial;">AR-F - Print Aging</span></p><p><span style="font-family: arial;">AR-H - Print Cust General Info </span></p><p><span style="font-family: arial;">GL-E-C - GL Account Summary View with Drill Down</span></p><p><span style="font-family: arial;">GL-Q - Export GL Transactions</span></p><p><span style="font-family: arial;">IC-I - Print Price Matrix</span></p><p><span style="font-family: arial;">UT-J - Export</span></p><p><span style="font-family: arial;">UT-J-B - Inventory values export (analysis and web suboptions)</span></p><p><span style="font-family: arial;">UT-J-C - Export customer e-mail address</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><b>AP-D - Pick Vouch/Inv to Pay</b></span></p><p><span style="font-family: arial;">Prevent user from pressing the up arrow beyond the first field entry on the E-transfer screen</span></p><p><span style="font-family: arial;"><b>AP-M - Enter Recurring Vouchers</b></span></p><p><span style="font-family: arial;">Clarify option C and new option O added:</span></p><p><span style="font-family: arial;">C - Manual Check (or ACH/Paypal/etc.)</span></p><p><span style="font-family: arial;">O - A/P Voucher Other Vendor is Payee</span></p><p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMOE314LNYT53R2V6ZY9RFU6FMERvdJZetJfYdg8U4SCGC3Yck3wIyfGHKHnpKMtCcdTJa1nYDPStOovgIN3OXoHT-ltsfooTmYgKyoww_wsKXTyOAdRxwRnHbIgUzxi-rTgxC1pUeQVdxiQQCluDahRqleSlqUFBi8gxbyX99giouAN5hbvwoaDVmZw/s806/APMoptionC.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="378" data-original-width="806" height="301" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMOE314LNYT53R2V6ZY9RFU6FMERvdJZetJfYdg8U4SCGC3Yck3wIyfGHKHnpKMtCcdTJa1nYDPStOovgIN3OXoHT-ltsfooTmYgKyoww_wsKXTyOAdRxwRnHbIgUzxi-rTgxC1pUeQVdxiQQCluDahRqleSlqUFBi8gxbyX99giouAN5hbvwoaDVmZw/w640-h301/APMoptionC.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">AP-M: revised option C</td></tr></tbody></table><br /><br /><span style="font-family: arial;"><br /></span></p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkLV9tw-4mskBTL4NI_1P40sJMof7qJYG1FPxQJku-va5QE7AtJHsMFT_9eQRb8y8yMP3EBXUQj86_-I48e84E2Hf_muATY7K6azqTXdphX0iavvZSTng8TBXbCzL5vqXpo_5oYV78uSVZBl2E0C1dquDBy6cY_NkSsoi942IxydV8RYPzLorgtwxljA/s806/APMoptionO.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="352" data-original-width="806" height="280" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkLV9tw-4mskBTL4NI_1P40sJMof7qJYG1FPxQJku-va5QE7AtJHsMFT_9eQRb8y8yMP3EBXUQj86_-I48e84E2Hf_muATY7K6azqTXdphX0iavvZSTng8TBXbCzL5vqXpo_5oYV78uSVZBl2E0C1dquDBy6cY_NkSsoi942IxydV8RYPzLorgtwxljA/w640-h280/APMoptionO.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">AP-M: new option O</td></tr></tbody></table><br /><p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIYv_C3NzTqZltVj78w7wOETU9WzEKZoibmHkAawHot4nms1F7G_1lCP09iaZ_f_skrvy_TI9mo0t2Iv6NeJnh1wbNDki1FhMK4gGOt9BhEBFn8XFrJ74oTtxW1_-08lH_j5G8ojcXtKdtuyqCkQYCdHpMnRMvN56kw91QnXB46s_fBqa69cisAKR7BQ/s806/APMoptionOther.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="460" data-original-width="806" height="366" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIYv_C3NzTqZltVj78w7wOETU9WzEKZoibmHkAawHot4nms1F7G_1lCP09iaZ_f_skrvy_TI9mo0t2Iv6NeJnh1wbNDki1FhMK4gGOt9BhEBFn8XFrJ74oTtxW1_-08lH_j5G8ojcXtKdtuyqCkQYCdHpMnRMvN56kw91QnXB46s_fBqa69cisAKR7BQ/w640-h366/APMoptionOther.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">AP-M new screen related to new option O</td></tr></tbody></table><br /></p><p><b style="font-family: arial;">AP-N - Generate Recurring Vouchers</b></p><p><span style="font-family: arial;">Adding the Recurring AP vouchers report that already existed in AP-M to this option</span></p><p><span style="font-family: arial;">New enter check/payment screen for option C (manual check/ACH/other) type recurring vouchers. W</span><span style="font-family: arial;">hen choosing the bank account, it now defaults to the account set in AP-M. A</span><span style="font-family: arial;">fter entering the check/reference number additional validation. It also no longer defaults to the next check number associated with the checking/bank account number (set in AP-M), nor does it update the next check number field.</span></p><p><span style="font-family: arial;">Other vendor is payee logic corresponding to option O in AP-M implemented.</span></p><p><span style="font-family: arial;"><br /></span></p><p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6OaVPVpWZFKzcRIYVIkJ54IsqUWSAWMs0yP85HoZD9Tq5eNA6Uaxs6R_zrMJHTaWmVCW8aUZju--gxxLB8DXkuNbPiIqv7W2YVJmbAFHYze80QTGocjnpkHxUloH4pJEK4J15bC0JkidjztmNFfCgrjmiowzVroJggSVZR26C-HaXsInOSWxEZTEwgw/s806/APNentercheck.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="715" data-original-width="806" height="568" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6OaVPVpWZFKzcRIYVIkJ54IsqUWSAWMs0yP85HoZD9Tq5eNA6Uaxs6R_zrMJHTaWmVCW8aUZju--gxxLB8DXkuNbPiIqv7W2YVJmbAFHYze80QTGocjnpkHxUloH4pJEK4J15bC0JkidjztmNFfCgrjmiowzVroJggSVZR26C-HaXsInOSWxEZTEwgw/w640-h568/APNentercheck.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">AP-N screen when entering a recurring payment (type C in AP-M)</td></tr></tbody></table><br /></p><p><br /></p><p><b style="font-family: arial;">SO-A Enter/Change Sales Orders</b></p><p><span style="font-family: arial;">Past due logic changes for cash accounts when the SY-A-B "S/O Past Due Acct Notify" option is selected.</span></p><p><span style="font-family: arial;">SY-M Credit Card Setup</span></p><p><span style="font-family: arial;">New option to disable pre-authorization processing in SO-A (for users of the integrated credit card interface)</span></p><p><span style="font-family: arial;"><b>E-mail</b></span></p><p><span style="font-family: arial;">Attachment path setting issue in the event user had specific a fully qualified path for attachments resolved.</span></p><p><span style="font-family: arial;"><b>Encrypted e-mail</b></span></p><p><span style="font-family: arial;">Spaces in passwords as well as in other options are now being handled appropriately</span></p><p><span style="font-family: arial;"><b>Customer/vendor/inventory lookups (AR, AP, IC, PO modules):</b></span></p><p><span style="font-family: arial;">The hide/unhide inactive items when looking up inventory items was not working as intended (resolved).</span></p><p><span style="font-family: arial;">Customer/product queries set focus back to the grid, and resolved problem of clearing the query when the "hide" option was in effect for customers or products.</span></p><p><span style="font-family: arial;">Global file lookup (under File) now follows the same setting for hiding or unhiding inventory items as in the standard inventory lookups (previously it was also set to hide inactive items)</span></p><p><span style="font-family: arial;"><b>SO-I - Recurring S/O Entry</b></span></p><p><span style="font-family: arial;">Show the date last generated and clarify that the order date is the start date. Cosmetic screen changes plus add the customer order number field. Report updated to include last generation date</span></p><p><span style="font-family: arial;"><b>SO-J - Generate Recurring S/O</b></span></p><p><span style="font-family: arial;">This option is now recording the date last generated (which is now shown in SO-I on screen and on the expiring SO report).</span></p><p><span style="font-family: arial;"><b>PR-D - Print Payroll Checks</b></span></p><p><span style="font-family: arial;">Additional checking for potentially duplicate check numbers.</span></p><p><span style="font-family: arial;"><b>POS-H - Post cash out transactions</b></span></p><p><span style="font-family: arial;">AP vouchers were still being created with the old logic in terms of saving the GL distributions associated with the vouchers.</span></p><p><span style="font-family: arial;"><b>UT-G - Addsum utilities</b></span></p><p><span style="font-family: arial;"><i>Accounts receivable section:</i></span></p><p><span style="font-family: arial;">Unpost AR payment - extensive additions to handle undoing payments with discounts, and adding warning if the payment being reversed involves cash terms and the related invoice has been unposted (since if it has, the payment has already been reversed and does not need to unposted).</span></p><p><span style="font-family: arial;">Adding two additional utilities one of which cross-checks payroll master values with payroll history (under new <i>Payroll</i> section), and another used in special support circumstances to restore missing line items under <i>Sales Invoices.</i></span></p><p><span style="font-family: arial;"><i>General ledger section:</i></span></p><p><span style="font-family: arial;">Balance AP and AR to detail option updated for type "C" (Credits) logic relating to respect to AP aging</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><b>Help file formats have been updated.</b></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><b>Abbreviation Legend</b></span></p><p><span style="font-family: arial;">AR= Accounts receivable</span></p><p><span style="font-family: arial;">IC= Inventory control</span></p><p><span style="font-family: arial;">SO= Sales order</span></p><p><span style="font-family: arial;">POS=Point of sale</span></p><p><span style="font-family: arial;">PR = Payroll</span></p><p><span style="font-family: arial;">SY = System maintenance</span></p><p><span style="font-family: arial;">UT = Utilities</span></p><p><br /></p><p><br /></p><p><br /></p><p><br /></p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><br /></div><br />Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-85080266258687248712022-10-14T23:41:00.019-06:002022-10-15T00:29:52.529-06:00Splwow64.exe bad image error when printing<p><span style="font-family: arial;">A long-time Advanced Accounting 7i user today experienced the following Windows error message when trying to print (immediately after a Windows 10 update):</span></p><p><span style="font-family: arial;"><br /></span></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsieFKC026qkOmjg2zOnn3_LpvmTmYelY4hQAPDm8jJSKlyVsRCVPGzkeK1sisl9VMKToKA8-VFDUYKywCrB6GzINl9XJrMT-o72zi1pcK9ctlIzbFCre60OId-macBfTgs6kkOo2mVTNPh8-KHZetq1pScjxRy99SIA4ze2rrvRfx6zJI1tZcaVzr8A/s375/splwow64.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="166" data-original-width="375" height="178" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsieFKC026qkOmjg2zOnn3_LpvmTmYelY4hQAPDm8jJSKlyVsRCVPGzkeK1sisl9VMKToKA8-VFDUYKywCrB6GzINl9XJrMT-o72zi1pcK9ctlIzbFCre60OId-macBfTgs6kkOo2mVTNPh8-KHZetq1pScjxRy99SIA4ze2rrvRfx6zJI1tZcaVzr8A/w400-h178/splwow64.jpg" width="400" /></a></div><br /><span style="font-family: arial;"><br /></span><p></p><p><span style="font-family: arial;">This error message was triggered when trying to print any report (including sometimes when generating a report screen preview before trying to even output the report to a printer).</span><span style="font-family: arial;"> This error causes the application to halt, forcing use of the task manager to end the running instance.</span></p><p><span style="font-family: arial;">Prior to the Windows update (which caused a forced reboot), the user was printing to the same printer without error. </span><span style="font-family: arial;">The user reported having to update his Epson print drivers as well, as part of the Windows update.</span></p><p><span style="font-family: arial;">The same error occurred when trying to print text out of Notepad, i.e. it was not specific to the accounting software application.</span></p><p><span style="font-family: arial;">This is not a Windows error message that we have previously encountered, but apparently is one that has been around since the 64-bit versions of Windows 7 through to the present. As outlined here by Microsoft with respect to 64-bit versions of Windows 7 and Window Server 2008 R2:</span></p><p><a href="https://support.microsoft.com/en-us/topic/splwow64-exe-process-doesn-t-end-after-a-print-job-finishes-in-the-64-bit-version-of-windows-7-or-windows-server-2008-r2-c6a0c299-66d2-7d8c-0877-6ced0836269b" style="font-family: arial;" target="_blank">https://support.microsoft.com/en-us/topic/splwow64-exe-process-doesn-t-end-after-a-print-job-finishes-in-the-64-bit-version-of-windows-7-or-windows-server-2008-r2-c6a0c299-66d2-7d8c-0877-6ced0836269b</a></p><p><span style="font-family: arial;">Splwow64.exe is "used to translate the [print] driver model of a 64-bit operating system and a 32-bit program."</span></p><p><span style="font-family: arial;">The cause of the error as earlier reported by Microsoft was that splwow64.exe was staying in memory longer to increase system performance after the print job had finished. But that was not the case here. The user had rebooted his PC more than once, yet the error persisted. It was not a case of splwow64.exe remaining in memory after a print job.</span></p><p><span style="font-family: arial;">Checking the user's installed printers, we noted that a second identical printer referencing the same Epson model was present (but oddly named, as if installed by something automatically). The user had not noticed it before. We switched the default printer to this other/duplicate installed printer driver, and everything started to work again. It was as if the update had corrupted the drivers of the printer that was previously the default.</span></p><p><span style="font-family: arial;">There are various potential solutions to fix this problem should it arise in your environment. The first one to try (and even though we did not use it, nor were we aware of it until today) is to determine whether the Windows 10 (or 11) printer/printing troubleshooter will fix the problem. Press the </span><span style="font-family: courier;">Windows key + R</span><span style="font-family: arial;"> to open the Run box and type: </span></p><p><span style="font-family: courier;">ms-settings:troubleshoot</span></p><p><span style="font-family: arial;">and click on OK. Then c</span><span style="font-family: arial;">lick on Printer, and run the troubleshooter. Select your printer from the list, and wait for the scan to complete. If it shows up after the scan, click on "Apply this Fix" and then restart your PC.</span></p><p><span style="font-family: arial;">If that doesn't fix the problem, there are other possible solutions including updating the printer driver or uninstalling/reinstalling the printer driver; </span><span style="font-family: arial;">r</span><span style="font-family: arial;">olling back the last update may be another temporary solution.</span><span style="font-family: arial;"> If the message pops up after a print job (which wasn't the case in this situation), restarting the print spooler under Services and/or adding a registry key for the splwow64.exe timeout value may help eliminate the error. </span></p><p><span style="font-family: arial;">The error message received today by our customer included the unfortunate (and highly confusing) instruction to "install the program again" yet this issue had nothing to do with the accounting software program nor its internal report designer. Never attempt to reinstall or restore our software without contacting us first.</span></p><div><br /></div>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-90419039415184631642022-06-21T17:34:00.008-06:002022-06-21T18:01:25.816-06:00Advanced Accounting 8 release 9<p><span style="font-family: arial;">We are pleased to announce the availability of release 9 in the Advanced Accounting 8 series as we continue to develop, support, and enhance programs included in this software package. In addition, we have recently updated and enhanced its signature capture capabilities.</span></p><p><span style="font-family: arial;">Some of the updates include (see legend at end):</span></p><p><span style="font-family: arial;">AR-E statements: resolved issue involving batches when using non-encrypted settings and</span><span style="font-family: arial;"> adding troubleshooting information in the send e-mail program for non-encrypted e-mail.</span></p><div><span style="font-family: arial;">AR-J Print customer labels: resolved issue when specifying dollar thresholds</span></div><p><span style="font-family: arial;">Consistent handling of type "C" vendor credits in AP-B, AP-D and in the Addsum synch customer/vendor transactions utility</span></p><p><span style="font-family: arial;">New IC-B-B customer special prices report option. (Print price list is now IC-B-A.)</span></p><div><span style="font-family: arial;">IC-J global price changes - add support for also changing special prices plus record locking improvements</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">PO-B print PO's - when saving preferences, the preview option wasn't being set if changed, resolved</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Multiple PO prepayment handling in AP-B and PO-D (which now can handle multiple prepayments <b>per</b> a single invoice received in PO-D) improved</span></div><p><span style="font-family: arial;">POS-J configuration: clerk list wasn't refreshing when new clerk added; resolved</span></p><p><span style="font-family: arial;">PR-D payroll check posting has an additional validation to prevent duplicate check numbers from being processed </span></p><p><span style="font-family: arial;">Direct deposit (PR module) enhancements (standard support included in the program but requires some special setup); </span><span style="font-family: arial;">e-mail notification program updated</span></p><div><span style="font-family: arial;">SO-A improving price matrix decimal precision regardless of end user settings (same issue addressed in IC-A)</span></div><p><span style="font-family: arial;">SO-F/N print invoice - multiple copies (with different invoice header verbiage that is user defined) and also e-mailing at the same time is now possible</span></p><p><span style="font-family: arial;">SO-F/N print/reprint nvoices - new option to show tax rate</span></p><p><span style="font-family: arial;">SO-I recurring SO entry - adding support for a recurring order generated every 3 months (SO-J not required to be updated to support this change )</span></p><p><span style="font-family: arial;">The help file formats have all been updated (PDF version is now 614 pages long).</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">Legend for module abbreviations above:</span></p><p><span style="font-family: arial;">AR = Accounts receivable</span></p><p><span style="font-family: arial;">IC = Inventory control</span></p><p><span style="font-family: arial;">SO = Sales order</span></p><p><span style="font-family: arial;">PO = Purchase order</span></p><p><span style="font-family: arial;">POS = Point-of-sale</span></p><p><span style="font-family: arial;">PR = payroll</span></p><p><span style="font-family: arial;">In addition, and building on some past work incorporating signature capture in the POS module, we have integrated this option into the SO module (not as a standard feature inasmuch as it requires a separate hardware purchase plus both our software and software from the manufacturer of the device). </span></p><p> </p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjdw3HS6LUqyjH2Krdf7JnRlC_HOnykDBExy77rdzV6npZ-GfEOOwtKwlfx5CPZzE6UBl0Q6tLBsFFoLZLs0EiQ9c2W0qS3jYOrw4eLwaMwR3Fn6IuzjuOOyx2QZ87dMBfswWGi_0XYUeOTQ13tiY1heKaVZaPxP-Q2vSRU17NWHNRpp35_tukMuPg9Ug/s1024/TopazIntegratedExample1024.jpg" style="margin-left: auto; margin-right: auto;"><img alt="Topaz Advanced Accounting interface" border="0" data-original-height="820" data-original-width="1024" height="512" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjdw3HS6LUqyjH2Krdf7JnRlC_HOnykDBExy77rdzV6npZ-GfEOOwtKwlfx5CPZzE6UBl0Q6tLBsFFoLZLs0EiQ9c2W0qS3jYOrw4eLwaMwR3Fn6IuzjuOOyx2QZ87dMBfswWGi_0XYUeOTQ13tiY1heKaVZaPxP-Q2vSRU17NWHNRpp35_tukMuPg9Ug/w640-h512/TopazIntegratedExample1024.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">Topaz T-LBK462-HSB-R and our interface via the SO module of Advanced Accounting</td></tr></tbody></table><br /><span style="font-family: arial;"><br /></span><p></p><p><span style="font-family: arial;">Signatures are associated with invoice numbers and can be retrieved via SO-N invoice reprints.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-1707943750861898032021-12-31T18:10:00.002-07:002021-12-31T18:14:29.516-07:00Adv 8 year end updates and introducing Adv 9<p><span style="font-family: arial;">In our <a href="https://addsuminc.blogspot.com/2021/08/year-end-expected-2021-changes.html" target="_blank">August 2021 blog post</a>, we mentioned proposed IRS regulations that would lower e-filing requirements for W-2/W-3 forms and a possible aggregate approach involving other forms including 1099-NEC. Those proposed changes have not been finalized, and so the pre-existing rules still apply for 2021. Nonetheless, the writing is on the wall as to a continued reduction in e-filing thresholds coupled with the fact that many states have very low minimum requirements making it more convenient to simply file W-2/W-3 forms electronically at both the federal and state (where required) levels. Submission in this manner is generally more secure and it also allows your employees to potentially file their personal returns quicker.</span></p><p><span style="font-family: arial;">Meanwhile we have remained very busy updating both the Advanced Accounting 8 version (and now 9 - see below) as well as with custom programming work.</span></p><p><span style="font-family: arial;">By August we had completed Adv 8 releases 6 and 7 (almost none of which related to payroll issues). Rel. 6 included further enhancements to customer product cross-references first introduced in release 5 (at the end of 2020) and many other system-wide changes. Release 7 included the integrated report designer and some 20+ report layouts that end users are able to directly modify (via a new Utilities option R, i.e. UT-R). In Adv 8 release 8 that has just been completed, we have provided the changes for the new 3-part 1099-NEC as mentioned in the earlier blog but also a new load sheet option from both the sales orders and point-of-sale modules, a new remittance option when making e-payments from the pick to pay program (AP-D), and more. Plus, Adv 8 rel. 8 (released today) includes the federal tax table update for 2022. As state changes are announced and as we go through the states that make 2022 changes, further updates will be made in the next release which will be made available on an advance basis for anyone that needs them and that has Adv 8 r8 (or Adv 9 r1) installed. We have fairly extensively tested those rate changes and for most people, they will result in at least slightly lower federal withholding, although the potential number of combinations for any given employee has become fairly complex as a result of the January 2020 federal changes. We have also completed the required W-2 e-filing testing, and the Addsum-Nelco portal will be available for federal and state e-filings as of January 10, 2022.</span></p><p><span style="font-family: arial;">In addition and as also indicated in an earlier blog, we have expanded employee "other deductions" (UOD) that allow for either pre- or post-tax options from six to nine, which overall increases the number of available employee deductions from eight to eleven per employee overall. This change ended up being so significant to the payroll module affecting almost every option (over 26 individual program changes plus a new data file and four restructured data files and seven report layout modifications) and because most Adv 8 users are happy with the current number of deductions or may not use the payroll module, that we decided to preliminarily make the expanded payroll deduction the starting point for Advanced Accounting 9. Eventually we plan to move all users to the Adv 9 version, but for now we will continue to develop both versions simultaneously so that they will have have the same overall features and since the payroll changes can be fairly well isolated, and because both versions are otherwise highly compatible.</span></p><p><span style="font-family: arial;">We look forward to working with our new and long-term customers in the new year as we all continue to do the best we can under less than ideal circumstances.</span></p><p><br /></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhNTUrm84d1JTG8usc0_JFONuKJGRI2rUraB-CVSXWDk-xgziw4qyGSN9g8D3hoRoIfss99mfjQMDZd6oS2Dixc7b4-9sFKvJMZ3jdxymzJuvKmHPtczO8U3ddOoB8wC9mJ0G1GgfxE9iCJLX_SdWYyqmmQ-eyZ3WVt7xMaDq9xpTNpFAIFX5PPtENp7g=s414" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="107" data-original-width="414" src="https://blogger.googleusercontent.com/img/a/AVvXsEhNTUrm84d1JTG8usc0_JFONuKJGRI2rUraB-CVSXWDk-xgziw4qyGSN9g8D3hoRoIfss99mfjQMDZd6oS2Dixc7b4-9sFKvJMZ3jdxymzJuvKmHPtczO8U3ddOoB8wC9mJ0G1GgfxE9iCJLX_SdWYyqmmQ-eyZ3WVt7xMaDq9xpTNpFAIFX5PPtENp7g=s16000" /></a></div><br /><span style="font-family: arial;"><br /></span><p></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-16862151241474943932021-08-31T15:51:00.006-06:002021-08-31T16:18:27.963-06:00Year end expected 2021 changes (and planned AP/PR module enhancements)<p><span style="font-family: arial;">In IRS regulations proposed on July 23, 2021 (see <a href="https://www.federalregister.gov/documents/2021/07/23/2021-15615/electronic-filing-requirements-for-specified-returns-and-other-documents" target="_blank">Federal Register publication</a>), e-filing thresholds for W-2 filings have been recommended to be reduced from the longstanding 250 count down to 100 effective this year (i.e. early 2022 filing for 2021). For 2022 (filings in early 2023), the threshold is proposed to decrease to 10.</span></p><p><span style="font-family: arial;">There is currently a comment period to the proposed changes that will end on September 21 and it is expected that thereafter, this change will be implemented in final regulations.</span></p><p><span style="font-family: arial;">Many states have already had requirements of much less than 100 state income tax forms and some are already at 10 (plus a few that require e-filings only). It makes sense to finally streamline some of these requirements so that the federal threshold is at a similar lower level and that should provide for much more efficient processing.</span></p><p><span style="font-family: arial;">In determining the 100 (and soon 10) thresholds, note that the proposed regulations now for the first time requires that you <b>aggregate</b> ALL of certain forms you will be filing </span><span style="font-family: arial;">(<span style="background-color: white; color: #333333;">1042-S, 1094 series, 1095-B, 1095-C, 1098, 1098-E, 1098-T, <b>1099 series</b>, 5498 series, 8027, W-2G, <b>W-2</b>, 499R-2/W-2PR, W-2VI, W-2GU, W-2AS, 1098-C, 1098-Q, 3921, 3922, 1097-BTC)</span></span><span face="Karla, Arial, Helvetica, sans-serif" style="background-color: white; color: #333333;"> <span style="font-family: arial;">in determining whether the threshold has been met, with possible fines for non-compliance.</span></span></p><p><span style="font-family: arial;">So for most accounting software users, the forms that will factor into the threshold determination is the combination of 1099-NEC and W-2 forms. These forms are often prepared by different departments or individuals within the same organization. Form 1099-NEC are for non-employees (which last year replaced prior 1099-MISC reporting), i.e. your service type vendors or similar outside consultants and the like. You do not issue a 1099-NEC to an employee. Accounts payable transactions are often handled by a different person than the staff member handling payroll within a given organization. There will have to be communication between these staff or between different departments to see if the threshold is met, especially this year, rather than considering them as separate, standalone filings. As the threshold then drops in the future, companies should just plan on e-filing going forward even if their state doesn't have an e-filing requirement because it is faster and easier than ever, and because it may offer greater security, and because if you are in a state that does require filings, chances are that you may need to e-file to meet those requirements anyway.</span></p><p><span style="font-family: arial;">The <b>2021 1099-NEC </b>form has also changed to a 3 parts per page form rather than a 2-up form. For those still planning on printing these in 2021, we will be accordingly updating the "Print 1099 Forms" program in Advanced Accounting. These forms will be available from our forms supplier (<b>Dynamic Systems</b>, </span><span style="font-family: arial;"><b>800-782-2946</b>) who also supplies compatible Advanced Accounting check and other forms.</span></p><p><span style="font-family: arial;">We already have had a solution for the past several years with respect to the e-filing of W-2 and related forms (both for IRS and for all states that require them). We are looking at adding 941 and 1099-NEC e-filings as well, through a common interface involving the same integration partner and through a similar web site interface.</span></p><p><span style="font-family: arial;">In addition we are planning on expanding the number of employee deductions in the payroll (PR) module from the current limit of eight (six of those global as established in the enter/change payroll GL interface, i.e. SY-D) to eleven (nine global).</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-17249096004444018922021-07-17T18:27:00.015-06:002021-07-17T19:03:41.898-06:00Windows 11 is coming: what you need to know<p><span style="font-family: arial;">As announced in late June, </span><a href="https://www.microsoft.com/en-us/windows/windows-11" style="font-family: arial;" target="_blank">Windows 11</a><span style="font-family: arial;"> is expected to be released later this year (possibly as early as October, 2021) .</span></p><p><span style="font-family: arial;">Meanwhile, Windows 10 support is scheduled to end in October of 2025 (which has always been the planned life cycle end date by Microsoft for Windows 10).</span></p><p><span style="font-family: arial;">The interface is similar to Windows 10 involving a mashup of Chrome OS and Mac OS in appearance.</span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjW_YiPh0sM78xSCQz62b6upiB2CdivCl45KQw9xXMnvspt5JO4FF3gekqYRIOb5-73_Hk6bKFkaL0lANj-pa6B6uZxWlq6n20ArX8wCSKvavdoDbQ8kk1rMgD6H0RFvvx00x3mysslPJFj/s1024/WIN_Start_GenZ_Light_16x10_en-US-1024x640.png" style="margin-left: 1em; margin-right: 1em;"><img alt="Windows 11" border="0" data-original-height="640" data-original-width="1024" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjW_YiPh0sM78xSCQz62b6upiB2CdivCl45KQw9xXMnvspt5JO4FF3gekqYRIOb5-73_Hk6bKFkaL0lANj-pa6B6uZxWlq6n20ArX8wCSKvavdoDbQ8kk1rMgD6H0RFvvx00x3mysslPJFj/w640-h400/WIN_Start_GenZ_Light_16x10_en-US-1024x640.png" title="Windows 11" width="640" /></a></div><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">The important thing about this update however is not aesthetics nor new "app" options but rather a significant shift in how security is handled, i.e. hardware enforced security. But that's where currently there are questions in what will be supported and whether your current PC may be able to update to this newer operating system. (Updates from Windows 10 to Windows 11 on compatible PC's are expected to be free.)</span></p><p><span style="font-family: arial;">General requirements are outlined as follows:</span></p><p><a href="https://www.microsoft.com/en-us/windows/windows-11-specifications" style="font-family: arial;" target="_blank">https://www.microsoft.com/en-us/windows/windows-11-specifications</a><span style="font-family: arial;">.</span></p><p><span style="font-family: arial;">The critical consideration is what type of chip is installed in your computer. The new hardware enforced security relies on <a href="https://en.wikipedia.org/wiki/Trusted_Platform_Module" target="_blank">trusted platform modules</a> (TPM). New </span><span style="font-family: arial;">PC's purchased since 2016 should have some TPM version included. However Windows 11 may require a high level of TPM that has only been included with even more recently purchased new PC's. In essence, Intel's 8th generation <a href="https://en.wikipedia.org/wiki/Coffee_Lake" rel="" target="_blank">processors </a> that didn't start to be generally be available until late in 2017 may represent the minimum for upgradeable PC's (although that could change by the time Windows 11 is released).</span></p><p><span style="font-family: arial;">Supported processors are outlined here: </span></p><p><a href="https://docs.microsoft.com/en-us/windows-hardware/design/minimum/supported/windows-11-supported-intel-processors" style="font-family: arial;" target="_blank">https://docs.microsoft.com/en-us/windows-hardware/design/minimum/supported/windows-11-supported-intel-processors</a></p><p><span style="font-family: arial;">So for example, if you acquired a Surface Pro in 2017, it most likely has a 7th generation chip that won't be compatible.</span></p><p><span style="font-family: arial;">PC's however with generation 6, 7 or 8 processors running Windows 10 may nonethless be able to take advantage of the new security features as along as they have been fully updated to the <a href="https://blogs.windows.com/windowsexperience/2020/10/20/whats-new-in-the-windows-10-october-2020-update/" target="_blank">October 2020</a> Windows 10 update. On those devices, you simply need to turn device security on in the BIOS, and you will have the same enhanced hardware security features offered by Windows 11, and so you won't have to worry about Windows 11 compatibility (until October 2025 when Windows 10 support ends) even if it has an older CPU.</span></p><p><span style="font-family: arial;">For PC's with even older processors running Windows 10, add-on chips for desktop PC's may be available to support the hardware enforced security.</span></p><p><span style="font-family: arial;">Your new PC purchases going forward should involve </span><span style="font-family: arial;">the latest generation of CPU processors to ensure potential compatibility with Windows 11 (and also until the dust settles as to what exactly will and won't be supported). </span></p><p><span style="font-family: arial;">Note that Windows 11 only supports 64-bit processors. If you are running a PC with a 32-bit processor (as some of our users are to support legacy applications), you will not be able to upgrade your current PC to Windows 11. Note also however that 32-bit applications are all still expected to run under Windows 11 exactly as they have been running under Windows 10 with 64-bit processors (by far the most common configuration). Accordingly we are not expecting any problems with TAS Professional 6, TAS Professional 7, TAS Premier 7i nor the recently released 7ix runtime systems, including applications based on those versions (Advanced Accounting 6, 7i and 8 for example) to have any problems migrating ultimately to Windows 11. </span><span style="font-family: arial;">Our preference however is always to wait until the first major update of any new operating system before planning a migration to that new version.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-78156850900616415502021-07-10T19:00:00.016-06:002021-07-12T13:30:41.763-06:00TAS Premier 7ix release 16 published<span style="font-family: arial; font-size: medium;">We are pleased to announce the next release in the TAS Premier 7i series.</span><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">This release perhaps could have been referenced as TAS Premier "8" but that would have led to changes in executable names, documentation files, etc. and so for simplicity and to make it easier for users to update to this next release, we decided to retain the existing executable names, icons, help files, etc. referring to this instead as release 16 in the TAS Premier 7i series. In light of some of the significant features relating to exporting data and other enhancements, however, we are also now referring to development system as the TAS Premier 7ix version.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">Releases 14 and 15 both came out in 2019. Not long after the October 31, 2019 publication of release 15, we added support for QR codes, first in a private/custom standalone executable where it was needed but then we added it to the development system/runtime environment and since then we have continued to make changes and updates to the system that are finally now being released.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">The new QRCODE() function can create images (which can then be picked up on the fly in reports, for example, as with any image file). QR code technology was first developed in 1994 but widespread use came much later. We first looked at generating them in 2012 but did not have anyone expressing a need for them; that did not happen until late in 2019. Because of how much information that can be stored in a QR code compared to say a conventional bar code, they seemingly could be used in many inventory type applications.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span><span style="font-family: arial; font-size: medium;"><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkh-4fQ7YNuqONr2phQsuk-kfYd9r2vNgbMfLBSRy2BvLOgMSXWSLGryXtemYFXy0fLeJYj8CsLhit9KdJ9qX83Hrs8V8nIIJXEbRIIBQvdWIea9O6Y5mQodUqmTdn8RuAVHbM-X0GVDjC/s116/QrCode_13.png" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="116" data-original-width="116" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkh-4fQ7YNuqONr2phQsuk-kfYd9r2vNgbMfLBSRy2BvLOgMSXWSLGryXtemYFXy0fLeJYj8CsLhit9KdJ9qX83Hrs8V8nIIJXEbRIIBQvdWIea9O6Y5mQodUqmTdn8RuAVHbM-X0GVDjC/w400-h400/QrCode_13.png" width="400" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-size: x-small;">A QR code PNG image with 13 characters (byte size: 204) generated by the 7ix version</span><br /><br /></td></tr></tbody></table></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">There are different versions of QR codes. The most standard type, Module or Version 2, is what we are supporting starting with the TAS Premier 7ix release 16. The amount of information that can be included depends on the type of characters (string vs. numeric) and also based on the margin and pixel size of the generated image. While some sources indicate that they can hold up to roughly 4,000 characters of text, or about 7,000 numeric characters, in our tests we were able to generate a maximum size of 2,930 characters using a margin size of 4 with a pixel size of 75. Readability of the code and the intended distance from which it may be read are other factors to consider in the design of a QR code. If the code will be read by a smart phone, the code should be limited to fewer overall characters (under 300). For smart phone readability, they should not be smaller than 1" x 1" and equal to at least 1/10th the desired scanning distance.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><br /><div><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhycyIRdIFFN6yAgSmFIQAkjS15du44GMuDQIr_2Un7F0FYLgeSbdcnZoC70vXAlF1J9oqrKAB2rS3Cv10kEx7nl5V05u7Ayqfja-1QBrN8G-OgIrlSn9bdqc7ZUILvqOrqqSx7mR0lPd35/s740/QrCode2930.png" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="740" data-original-width="740" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhycyIRdIFFN6yAgSmFIQAkjS15du44GMuDQIr_2Un7F0FYLgeSbdcnZoC70vXAlF1J9oqrKAB2rS3Cv10kEx7nl5V05u7Ayqfja-1QBrN8G-OgIrlSn9bdqc7ZUILvqOrqqSx7mR0lPd35/w400-h400/QrCode2930.png" width="400" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: arial; font-size: x-small;">A QR code PNG image with 2,930 characters (byte size: 6,259) generated by the 7ix version</span></td></tr></tbody></table><br /><span style="font-family: arial; font-size: medium;"></span></div><div><br /></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">More recently we have added export features such as EXPORTGRID() that exports current visible rows of the TTASDataGrid object (a string grid descendant) into a great number of other file types including XLSX. This feature has been added to the Maintain Database and Maintain Data DIctionary options as well.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">Two new utilities include an option that can Read XLS or XLSX files into a string grid that also includes a number of output options similar to EXPORTGRID() as well as a utility option that can load a delimited text file into a string grid and that also has the same export output capabilities. These utilities can be used in runtime environments even though they are not currently embedded into the runtime engine. The Read XLS/XLSX option can even be used to automatically convert and XLS files to the XLSX format without end user interaction. We intend to add more options like these in future releases. We have also been using custom modified versions of these tools to meet specific customer requests.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><div><span style="font-family: arial; font-size: medium;">Some 14 pages of additional documentation have been added (the PDF version of the help file is now up to 794 pages) in connection with both new and existing capabilities of the development system. The report designer now has a separate end user document tied to it which can be substituted with a similarly named PDF allowing it to be branded/customized for use with a specific runtime system. The provided PDF however contains information that may help end users in making with aesthetic changes to reports and/or may be of interest to developers, and is in addition to the normal help files provided with the development system.</span></div></div><div><br /></div><div><span style="font-family: arial; font-size: medium;">See the "Addsum Premier 7i features" under the topic "What's new in TAS Premier 7i" in the help files for more information as to all of the updates provided in this release.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;">Future releases of Advanced Accounting 8 will use the 7ix runtime.</span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><a href="https://www.addsuminc.com/tas7updates.htm" target="_blank">TAS Premier updates</a><br /></span></div><div><span style="font-family: arial; font-size: large;"><br /></span></div><div><span style="font-family: arial;"><a href="https://www.addsuminc.com/tas7download.htm" target="_blank"><span style="font-size: medium;">TAS Premier 7ix download (new installs)</span></a><br /></span></div><div><span style="font-family: arial; font-size: large;"> </span></div><div><br /></div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdSIPGNe4wMIcVS1FkAqZbSV7oQcPgkw58XUcM2Kuila0cCkPkWF319cxHYa9r1w5gQjJr8WfYhd6w3mqTjYCddbhl5Pf2D8uGx4V18nrG6uPvd-l9sSwSFqauJE7SQf0OtJ3o9AL2iuxS/s411/tas7ixrel16about.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="411" data-original-width="377" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdSIPGNe4wMIcVS1FkAqZbSV7oQcPgkw58XUcM2Kuila0cCkPkWF319cxHYa9r1w5gQjJr8WfYhd6w3mqTjYCddbhl5Pf2D8uGx4V18nrG6uPvd-l9sSwSFqauJE7SQf0OtJ3o9AL2iuxS/s320/tas7ixrel16about.jpg" /></a></div><br /><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div><div><span style="font-family: arial; font-size: medium;"><br /></span></div>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-81301504882662022792021-01-01T19:24:00.007-07:002021-01-02T11:26:57.619-07:00Advanced Accounting 8 r5 release<p><span style="font-family: arial;">Release 5 in the Advanced Accounting 8 series is now available which includes recently announced <a href="https://addsuminc.blogspot.com/2020/12/payroll-tax-withholding-for-2021.html" target="_blank">2021 federal withholding </a>and other payroll module changes. <a href="https://addsuminc.blogspot.com/2019/09/" target="_blank">Advanced Accounting 8</a> was originally released in September of 2019.</span></p><p><span style="font-family: arial;">While new releases in the Advanced Accounting series have typically not coincided with calendar year payroll changes, it just worked out that way this time. </span></p><p><span style="font-family: arial;">Some of the new features included in Adv 8 r5:</span></p><p><span style="font-family: arial;"><i>Sales order/quotes/inventory control/point-of-sale:</i></span></p><p><span style="font-family: arial;">Special customer parts (price and customer part number) feature added to programs in five different modules:</span></p><p><span style="font-family: arial;">AR-A (accounts receivable maintenance), IC-A (inventory maintenance), QC-A (quote entry), SO-A (sales order entry) and SO-I (recurring sales order), and POS-A (run POS register).</span></p><p><span style="font-family: arial;">In AR-A and IC-A, there are new options for special customer pricing and customer part codes (see option "U" under the Customer options button in AR-A and the Inventory options button in IC-A. Pricing logic as implemented in those options are then used in sales order entry, quotes, recurring sales orders and point-of-sale.</span></p><p><span style="font-family: arial;">The purpose of these options are two-fold: (1) despite the many existing pricing options that exist, provide a way to provide special customer pricing that is unique to that customer; and (2) provide a cross-reference to customer part codes. </span></p><p><span style="font-family: arial;"><br /></span></p><p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiv1EwZ-ELJLlp-H6sUr5mwdgKGOofv3mP2Gq1EojVW-v0GjdB0LTt_Lr9dz8NJdpHocxxjBnESWUII_2_38SqFJZIGfUT2dQez3HD7QaV12bf3nh8nmEc4yotG9EsFjmwWfhn8jyprV8Nc/s723/CustomerPartCodeAdd.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="606" data-original-width="723" height="534" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiv1EwZ-ELJLlp-H6sUr5mwdgKGOofv3mP2Gq1EojVW-v0GjdB0LTt_Lr9dz8NJdpHocxxjBnESWUII_2_38SqFJZIGfUT2dQez3HD7QaV12bf3nh8nmEc4yotG9EsFjmwWfhn8jyprV8Nc/w640-h534/CustomerPartCodeAdd.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: arial;">Enter/change customer part codes - Adv8 r5</span></td></tr></tbody></table></p><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><span style="font-family: arial;">While input on the same screen, the customer part code facility can be used without providing any special price to the customer (or vice versa): just leave the price and discount fields as zero.</span><p></p><p><span style="font-family: arial;">An effective date and expiration date related to the special pricing can also be optionally used but those two dates can also be unassigned so that the pricing remains in effect until changed in this option.</span></p><p><span style="font-family: arial;">Special customer prices (and a special discount can also be used) take precedence over any other pricing for a given product code relating to a specific customer.</span></p><p><span style="font-family: arial;">The customer's part code can be looked up in either AR-A or IC-A under the "U" option. A customer's special parts pricing can also be printed under that option in AR-A.</span></p><p><span style="font-family: arial;"><br /></span></p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXBBpqoStQIyaDtGv048vzKbqI9HQv3Sr3yxKxkAte5O8r0jTRghAu3KrU52BClIgvTYrX9F87cESysDIDVMbUs7zfft9EiJwX-TTef9_qxzR0lr6n_14gbS0uL5bPetIs2wDF2pUnI7rn/s828/CustPartCodeLookup.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="627" data-original-width="828" height="485" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXBBpqoStQIyaDtGv048vzKbqI9HQv3Sr3yxKxkAte5O8r0jTRghAu3KrU52BClIgvTYrX9F87cESysDIDVMbUs7zfft9EiJwX-TTef9_qxzR0lr6n_14gbS0uL5bPetIs2wDF2pUnI7rn/w640-h485/CustPartCodeLookup.jpg" title="Customer part code lookup" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;"><span style="font-family: arial;">Customer part code list and lookup - Adv8 r5</span></td></tr></tbody></table><p><i style="font-family: arial;"><br /></i></p><p><i style="font-family: arial;">General ledger:</i></p><p><span style="font-family: arial;">GL-E-A - in the re-designed print detailed trial balance option, there was an issue with balance forwards on systems with non-calendar dates which has been resolved; progress bar enhancements added.</span></p><div><span style="font-family: arial;">GL-K Bank reconciliation - if users attempt re-finalize a bank statement, the prior saved PDF version will not be overwritten and will be append by adding a, b, c, etc. at the end of the file name.</span></div><p><span style="font-family: arial;"><i>Bills of material:</i></span></p><p><span style="font-family: arial;">BM-A enhancement to display/find components lacking an internal line number (mainly an issue with older systems that update to the newer versions)</span></p><p><span style="font-family: arial;"><i>Accounts payable:</i></span></p><p><span style="font-family: arial;">AP-A - new electronic funds transfer (EFT) default flag; related changes to AP-D to default a vendor that is flagged as EFT to be paid electronically and warning in AP-F (print checks) if a check is attempted to be processed for an EFT flagged vendor</span></p><p><span style="font-family: arial;"><i>Payroll:</i></span></p><p><span style="font-family: arial;">PR-G and SY-D changes for the new FICA max default and payroll tax table and related updates.</span></p><p><span style="font-family: arial;">Existing Advanced Accounting 8 users should simply get in touch with us to arrange to have this update installed. </span></p><p><br /></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-67401812861543730742020-12-28T15:53:00.002-07:002020-12-28T15:53:48.725-07:00Payroll tax withholding for 2021<p><span style="font-family: arial;"><b>Federal withholding tax changes for 2021:</b></span></p><p><span style="font-family: arial;">The IRS released tax tables for 2021 on December 8, 2020 (</span><a href="https://www.irs.gov/pub/irs-pdf/p15t.pdf" style="font-family: arial;" target="_blank">Publication 15-T</a><span style="font-family: arial;">). Compared to the changes implemented in January of 2020 (see </span><a href="https://addsuminc.blogspot.com/2020/02/" style="font-family: arial;" target="_blank">2020 federal payroll changes create confusion</a><span style="font-family: arial;">), the 2021 changes will be easier to implement since they build on the changes made last year. There is also an updated </span><a href="https://www.irs.gov/pub/irs-pdf/fw4.pdf" style="font-family: arial;" target="_blank">W-4 form</a><span style="font-family: arial;"> for 2021 which appears to be exactly the same as its 2020 counterpart.</span></p><p><span style="font-family: arial;">As of today and for businesses that have already processed their last paychecks for 2020, updated tax tables are available for Advanced Accounting 8 which includes our normal annual payroll update which checks all payroll divisions for the latest social security limit maximum, which for 2021 has increased from $137,700 to $142,800 (see the <a href="https://www.ssa.gov/cola/">SSA's COLA information page</a>). </span></p><p><span style="font-family: arial;">Versions prior to Advanced Accounting 8 are not compliant with the latest federal withholding logic for the reasons indicated in our <a href="https://addsuminc.blogspot.com/2020/02/" target="_blank">February 2020 blog</a>.</span></p><p><span style="font-family: arial;">All of the federal ("US") tax codes have been updated including the new codes added last year i.e.:</span></p><p><span style="font-family: arial;">Legacy tax codes (employees still using a pre-2020 W-4 form): USS, USM and USH.</span></p><p><span style="font-family: arial;">New tax codes (2020 or 2021 W-4 form): UST, USN and USI.</span></p><p><span style="font-family: arial;">We have tested all of these codes with the updated tax table, and they appear to all be working as expected.</span></p><p><span style="font-family: arial;">Note that while employees are not required to submit new W-4 forms each year, if an employee wants to make any changes to their withholding or is first hired on/after January 1, 2020, they must use the newer W-4 form.</span></p><p><span style="font-family: arial;"><b>State withholding tax changes:</b></span></p><p><span style="font-family: arial;">We also anticipate logic and/or table changes for at least 14 states. So far we have already </span><span style="font-family: arial;">made updates for California, Michigan, Oregon and South Carolina with more to follow.</span></p><p><span style="font-family: arial;"><b>No W-3/W-2 form changes:</b></span></p><p><span style="font-family: arial;">There are no required W-3/W-2 form changes for 2020. W-3/W-2 forms can be obtained from any number of suppliers including the official forms supplier for Advanced Accounting, <a href="https://www.addsuminc.com/advforms.htm" rel="nofollow">Dynamic Systems</a>. (Dynamic Systems also can provide the new form 1099-NEC and updated 1096 transmittal that replaces 1099-MISC handling for non-employee compensation. We released an update for printing to that form in late March of this year as a part of <a href="https://addsuminc.blogspot.com/2020/03/adv-8-r3-will-support-irs-form-1099-nec.html" target="_blank">Advanced Accounting 8 r3</a>.) </span></p><p><b style="font-family: arial;">E-filing for 2020 is now also available:</b></p><p><span style="font-family: arial;">We have re-tested and been approved by our e-filing partner to begin processing forms through our portal for federal/state e-filing of W-3/W-2 forms for 2020. Filings can be initiated as early as this week if you have processed your final paychecks for 2020. </span></p><p><span style="font-family: arial;"><b>February 1, 2021 is the deadline to file forms W-2/W3 with the SSA:</b></span></p><p><span style="font-family: arial;">This due date is the same for all filings, i.e. whether paper or electronic.</span></p><p><span style="font-family: arial;"><b>How to obtain payroll tax updates for Advanced Accounting 8</b></span></p><p><span style="font-family: arial;">Please contact us via support@addsuminc.com or <a href="https://www.addsuminc.com">https://www.addsuminc.com</a> or call 1-800-648-6258.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p><span style="font-family: arial;"> </span></p><p><br /></p><div><br /></div>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-76588463090380702612020-11-30T17:37:00.008-07:002020-11-30T18:25:57.330-07:00TLS protocol changes can cause encrypted e-mail to fail<p><span style="font-family: arial;">Advanced Accounting has supported encrypted e-mail since February of 2014 (<a href="https://addsuminc.blogspot.com/2017/02/using-gmail-with-advanced-accounting.html" target="_blank">background details</a></span>).<span style="font-family: arial;"> In the ever-changing world we live in, nothing stays the same. Transport Layer Security (TLS) protocols are widely used over a wide spectrum of web communication services ranging from e-mail to web browsing to file transfer protocols (FTP) and more. Web sites with the </span><span style="font-family: courier;">https</span><span style="font-family: arial;"> prefixes use these protocols, sometimes referred to as "secure" http (and similarly secure FTP for file transfer). Web socket calls used in securely communicating with web servers also utilize these transport layers. TLS is the more modern version of what was called SSL (Secure Socket Layer) which had the same goal of providing cryptographic protocols for securely connecting across computer networks. When sending e-mail, most Simple Mail Transfer Protocol (SMTP) providers now require secure communications using TLS.</span></p><p><span style="font-family: arial;">TLS first came out in 1999 as an upgrade to SSL. TLS 1.0 continued to be the standard for a very long time. TLS 1.1 came out in 2006 with then 1.2 (2008) and 1.3 (2018). Mail and browser providers however have continued to support TLS 1.0 (until recently).</span></p><p><span style="font-family: arial;">In October of 2018, <a href="https://blogs.windows.com/msedgedev/2020/03/31/tls-1-0-tls-1-1-schedule-update-edge-ie11/" target="_blank">Microsoft announced</a> that it would be ending TLS 1.0 and 1.1. support in some of their browsers. This was planned for the first half of 2020 but has since been delayed, in part. Meanwhile other providers have started to end their support of TLS 1.0 and 1.1.</span></p><p><span style="font-family: arial;">In August of this year, we had a custom project that was making secure HTTP socket calls in connection with which users suddenly started to receive messages that we traced to </span><span style="font-family: courier;">HTTP 1.1 426 upgrade required</span><span style="font-family: arial;">. The components used in part to make the secure connections were the same tools we use in other projects requiring secure communications, yet this was the first report of any issue and the custom application had previously worked continuously without issues.</span></p><p><span style="font-family: arial;">At first, the web server provider of the application we were communicating with indicated that they had not made any changes. Based on some posts we had seen related to the plug-in components we use to make the secure calls, however, we realized that this was happening probably due to their dropping TLS 1.0 (which they later admitted was the case). While our program settings indicated that if one layer protocol failed then proceed to try the next available layer, it turns out that the third party component was failing after a refusal of TLS 1.0 to connect, and then would simply stop trying. The solution was to change the internal handler's SSL options to start with TLS 1.1 and then continue trying from there, which did solve the problem.</span></p><p><span style="font-family: arial;">Other providers have since also started to drop at least TLS version 1.0. We realized this could happen when sending e-mail within standard Advanced Accounting, so we updated our encrypted e-mail "send" program with a change similar to that made in the custom project that brought out this issue in August. That update was made available in September and included in Adv 8 rel. 4 (<a href="https://addsuminc.blogspot.com/2020/10/advanced-accounting-8-releases-3-and-4.html" target="_blank">see our prior blog where we also described this issue</a>). E-mail can suddenly stop working for a variety of reasons typically related to issues such as required changes to passwords, or the requirement that the sender e-mail address match the authentication logon ID which is now typically the case, and these changes are often made by providers without any advance warning. This is also the case if a mail provider suddenly drops TLS 1.0 support: encrypted e-mail will then stop working.</span></p><p><span style="font-family: arial;">While we've had almost no additional reports of this issue from our users so far, and while they don't manifest themselves always in the same way in terms of an error response, earlier this month we had an Advanced Accounting 7i user suddenly experience a problem sending e-mail and it turned out to be, in part, this issue. While Advanced Accounting 7i isn't being formally updated, we were able to solve the issue for this user using the newer components that are used with Advanced Accounting 8.</span></p><p><span style="font-family: arial;"><br /></span></p><p><a href="https://www.zdnet.com/article/browsers-to-block-access-to-https-sites-using-tls-1-0-and-1-1-starting-this-month/" style="font-family: arial;" target="_blank">More information</a></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-30157675628295822822020-10-31T19:36:00.032-06:002020-10-31T20:12:53.725-06:00Advanced Accounting 8 releases 3 and 4<p><span style="font-family: arial;">Since its<a href="https://addsuminc.blogspot.com/2019/09/advanced-accounting-8-release.html" target="_blank"> initial release </a>in late September of 2019, there have been three additional Advanced Accounting 8 releases. <a href="https://addsuminc.blogspot.com/2020/02/2020-federal-payroll-changes-create.html" target="_blank">Release 2</a> in part dealt with the rather significant payroll changes that went into effect in January of 2020, but also included all of the updates made to the software since the initial release. Release 3 was completed by mid-May of this year and several of its features were mentioned in a pre-release blog <a href="https://addsuminc.blogspot.com/2020/03/adv-8-r3-will-support-irs-form-1099-nec.html" target="_blank">published in March</a>. Release 4 is being officially released today, October 31, 2020.</span></p><p><span style="font-family: arial;">Here are some of the new features and enhancements included in releases 3 and 4:</span></p><p></p><ul style="text-align: left;"><li><span style="font-family: arial;">Support for new IRS form 1099-NEC and the revised form 1096 as previously announced (with a related update to vendor maintenance, i.e. AP option A; rel 3)</span></li><li><span style="font-family: arial;">Inclusion of a report editor (new option UT-R) allowing end users to edit certain report layouts (more details below) with changes to all programs where end user report editing is now possible (rel 3)</span></li><li><span style="font-family: arial;">Related in part to the above, the print AP checks program (AP-F) includes support for MICR encoded check printing with the ability to have different custom modified check formats for each company that has been established (rel 3)</span></li><li><span style="font-family: arial;">Allowing more flexibility in some commonly used options to allow other programs to be topmost (rel 3)</span></li><li><span style="font-family: arial;">New Salesperson Payment Detail Report (PR-I-B) which provides the details behind receipts for a given salesperson both currently assigned or when invoiced and for any desired data range including an outline of issues associated with receipt tracking (rel 3)</span></li><li><span style="font-family: arial;">Dashboard and SY-A changes to allow for monitoring of inventory balances</span></li><li><span style="font-family: arial;">Encrypted e-mail send enhancements (rel 3: if e-mail failed to send, wasn't providing an end user response in the Adv 8 version and then also allowing for a second attempt; rel 4: updated for newer underlying components, and also overcoming an issue whereby if an ISP stops supporting TLS 1.0 the next supported server SSL protocol is then used, otherwise a </span><span style="font-family: courier; font-size: x-small;">STAT DISCONNECTED</span><span style="font-family: arial;"> could result)</span></li><li><span style="font-family: arial;">Sending encrypted e-mail involving customer codes with illegal file creation characters such as a slash could create GPF's when creating the RTF file (resolved, rel 4)</span></li><li><span style="font-family: arial;">Cancel button in the backup option changes to "exit" when complete (rel 3)</span></li><li><span style="font-family: arial;">Zero amount checks were being printed if discounts/credits were involved in creating the zero amount (this has been the case in every prior version until now - rel 4)</span></li><li><span style="font-family: arial;">Sort option H (Product code/Ship City/Order Date) under print open S/O list (SO-B) wasn't allowing access to the from/thru product code ranges as it was in the last Adv 7i releases (rel 4 - resolved)</span></li><li><span style="font-family: arial;">New feature in part documented under UT-F (Global Startup Options) allowing you to use an environment variable to load a company on startup so that you can have different users startup with different companies with a single installation of the software; the software now supports four different startup methods (rel 4)</span></li><li><span style="font-family: arial;">New Transfer Cust Balance option (AR-K) added and available for the first time which allows for easy transferring of invoices or credits from one customer to another (rel 4) (somewhat similar to the option to transfer vendor balances that has existed in the software for many years)</span></li><li><span style="font-family: arial;">Implemented a restriction that already existed in the sales order quick report (SO-M) into the sales invoice reprint option (SO-N) option based on the security permission SY-C-C for sales orders entitled "Allow user to print reports showing other salesperson numbers?" which has also been clarified in the SY-C-C Maintain User Permissions option (rel 4)</span></li><li><span style="font-family: arial;">Added the optional Emp/Slsp # associated with user logon codes in the SY-C-D Security Permissions Report (rel 4)</span></li><li><span style="font-family: arial;">List salesperson issues in AR-A and SO-A resolved (rel 4)</span></li><li><span style="font-family: arial;">New Open/Save/Paste Text option under Tools along the top menu bar (rel 4); while the existing "Clip" option has a somewhat similar function, this new option also allows you to directly open and save text files and also provides the ability to change the font size</span></li><li><span style="font-family: arial;">In the generic export (UT-J-A), allow older style type V overlay fields to be exported; screen enhancements re: key field from/thru ranges (rel 4):</span></li><li><span style="font-family: arial;">In the export option under Print Customer General Information (AR-H), add customer class (start date and last date were added in rel 2) and improve the export output (rel 4)</span></li><li><span style="font-family: arial;">The full details of an AR voucher (AR-B) can now be viewed from the Customer options button and then Vouchers in Enter/Change Customers (AR-A)</span></li><li><span style="font-family: arial;"> All three help format files updated throughout the course of releases 3 and 4 - the PDF version now consists of 611 pages</span></li></ul><p></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><b>New UT-R Report Designer option (rel 3):</b></span></p><p><span style="font-family: arial;">No prior version of Advanced Accounting has allowed for end user modification of report layouts. Custom modifications relating to report layouts were typically provided by us or a third party developer. Prior to the Windows versions, custom formats could only be changed by also changing the source code. The ability to provide an integrated report designer option that could be used to modify report layouts in standard menu options wasn't possible until we added that capability to the underlying development system in September of 2005 (TAS Premier Rel. 1). The report designer is the same tool that is used in the development system itself. There were a number of reasons why however we still did not include it with the accounting software. One reason related to the fact that we encrypt report (and screen) layouts, and we had to come up with a solution for that (which we have). Another reason is because we had users who did not want the software to be capable of being changed from outside of the software (which it can't be without our encryption tools). Another reason related to being able to more flexibly deal with custom report layouts in a way that they would not conflict with future updates (that issue we dealt with long ago in provide custom report layout changes, but only as directly controlled by us). And more.</span></p><p><span style="font-family: arial;">At the same time, users may want to on their own initiative delete non-essential language or add their own or change the way labels or other text appears on certain business essential documents. Or add include images, or make position changes, etc. </span></p><p><span style="font-family: arial;">Starting with release 3, there are some 26 report formats relating to 12 different options that can be modified by end users including all of the essential types of documents that fall into the category of the most likely layout that users might want to change including sales orders, sales invoices, quotes, AR statements, point-of-sale tickets, AP checks, purchase orders and pack slips. As additional options are identified, they will be added.</span></p><p><span style="font-family: arial;"><br /></span></p><p><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto;"><tbody><tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiCDU__g236iM5C3lIn2eRtU5lrA9mUX44pSm1EpbbrmzsKCmWfHsPmUvLsuZoRIHD-4OYXBKoNKA6cZTqTAO7YPH3BYK9Kc0gMr2asGcpC1QwSZevgTbjbKYwLWA9oQr-aTN8ocyP-tkci/s950/Adv8r3UTR.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="607" data-original-width="950" height="409" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiCDU__g236iM5C3lIn2eRtU5lrA9mUX44pSm1EpbbrmzsKCmWfHsPmUvLsuZoRIHD-4OYXBKoNKA6cZTqTAO7YPH3BYK9Kc0gMr2asGcpC1QwSZevgTbjbKYwLWA9oQr-aTN8ocyP-tkci/w640-h409/Adv8r3UTR.jpg" width="640" /></a></td></tr><tr><td class="tr-caption" style="text-align: center;">Adv 8 r3's UT-R Report Designer interface<br /></td></tr></tbody></table><br /><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">Documentation for use of this option is included in the updated help files, but we would encourage users to contact us so that we can jump on your system and provide some additional guidance. </span></p><p><span style="font-family: arial;">Previously too when custom report changes were made, those changes would be in effect for all companies established in that installation yet often in multi-company situations, the desired change was really intended only for one of those companies. Further, also for the first time in standard Advanced Accounting, we support MICR encoded checks which have to be specific to one company. So not only do we rename the standard report layout to a different name (in part to resolve any chance of a future update conflict) but we also place that layout in your company's data folder where related programs using the layouts currently available for modification now look, so that any changes will only apply to that company. Previously changed layouts can be edited/updated or even deleted at any time but only by users with assigned access rights to the new UT-R option. The software remains protected from edits made from outside of the accounting program.</span></p><p><span style="font-family: arial;">Depending on interest and demand, we may provide additional training materials specific to this option in the future.</span></p><p><span style="font-family: arial;">Advanced Accounting updates are installed in succession and each builds on the last. So a system on release 2 would first have release 3 installed and then release 4. For standard system users and those we have modified, we install these updates remotely and at no additional charge.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-42418675650687399712020-09-30T19:50:00.003-06:002020-09-30T20:00:52.985-06:00Payroll tax holiday for whom?<p><span style="font-family: arial;">One of the definitions of a holiday is some amount of time that exempts a person or company from a given requirement, duty or assessment. When a state has a sales tax holiday, it means that no sales tax is collected from consumers on that day. Nothing is later remitted: the business and consumer is fully exempted from payment of the tax. Or when an employee is allowed to take off a day for a federal holiday or some holiday that their employer recognizes, the employee is not expected to work an additional day in the future. </span></p><p><span style="font-family: arial;">The most recent suddenly declared United States payroll tax holiday however is not a holiday at all, but only a deferral. And its immediate implementation without advance planning and forethought coupled with its timing towards the end of a calendar year has made it very unattractive for businesses to implement.</span></p><p><span style="font-family: arial;">In addition to all of the administrative problems with a past mid-year drastic change in payroll withholding and its implication for tax filings and returns is the very unappealing aspect that employees who no longer work for the same company after the end of the year will be leaving their employer with a tax bill. The timing is especially acute during a time of year when many temporary hires are made for the holiday season, and because often employees make career changes after the end of the year. Why would any employer therefore want to participate?</span></p><p><span style="font-family: arial;">In addition, the </span><span style="font-family: arial;">constitutionality </span><span style="font-family: arial;">of the change is in question and there are congressional efforts to overturn its implementation which would put employees and employers in an even bigger hailstorm of administrative problems if they were to implement this now. Even if implemented, the $4,000 threshold has been ill-defined in terms of its</span><span style="font-family: arial;"> the practical application in specific reference to a </span><span style="font-family: arial;">bi-weekly pay period. Employers could easily run afoul of implementing its provisions.</span></p><p><span style="font-family: arial;">The U.S. social security system represents a contract with the American people not only because of amounts that employees and employers alike have paid into the system over many decades but also because it represents the kind of financial security system that should be provided to the citizenry of any advanced, modern society.</span></p><p><span style="font-family: arial;">While our accounting software users could implement this change without need of any payroll modifications from us (except for problems that may be created with W-2 and 941 filings), we have from the beginning recommended to our users to </span><b style="font-family: arial;">stay the course</b><span style="font-family: arial;">. Keep withholding and remitting social security taxes exactly as you have. The small interim benefit is temporary, it would increase your administrative costs, and you may be left holding the bag.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><b>More information</b></span></p><p><u style="font-family: arial;">White house and IRS memorandums:</u></p><p><span style="font-family: arial;"><a href="https://www.whitehouse.gov/presidential-actions/memorandum-deferring-payroll-tax-obligations-light-ongoing-covid-19-disaster/" target="_blank">https://www.whitehouse.gov/presidential-actions/memorandum-deferring-payroll-tax-obligations-light-ongoing-covid-19-disaster/</a></span></p><p><span style="font-family: arial;"><a href="https://www.irs.gov/pub/irs-drop/n-20-65.pdf" target="_blank">https://www.irs.gov/pub/irs-drop/n-20-65.pdf</a></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><u>Other resources:</u></span></p><p><span style="font-family: arial;"><a href="https://www.cnbc.com/2020/09/14/why-trumps-payroll-tax-cut-may-be-a-lose-lose-for-workers-and-firms.html" target="_blank">https://www.cnbc.com/2020/09/14/why-trumps-payroll-tax-cut-may-be-a-lose-lose-for-workers-and-firms.html</a></span></p><p><span style="font-family: arial;"><a href="https://www.inc.com/diana-ransom/payroll-tax-holiday-executive-orders-phase-4.html" target="_blank">https://www.inc.com/diana-ransom/payroll-tax-holiday-executive-orders-phase-4.html</a></span></p><p><span style="font-family: arial;"><a href="https://taxfoundation.org/trump-payroll-tax-history-of-payroll-tax-holidays/" target="_blank">https://taxfoundation.org/trump-payroll-tax-history-of-payroll-tax-holidays/</a></span></p><p><span style="font-family: arial;"><a href="https://thehill.com/business-a-lobbying/business-a-lobbying/516600-businesses-states-pass-on-trump-payroll-tax-deferral" target="_blank">https://thehill.com/business-a-lobbying/business-a-lobbying/516600-businesses-states-pass-on-trump-payroll-tax-deferral</a></span></p><p><span style="font-family: arial;"><a href="https://www.politico.com/news/2020/09/15/businesses-reject-trump-payroll-tax-plan-while-postponing-their-own-tax-bills-414899" target="_blank">https://www.politico.com/news/2020/09/15/businesses-reject-trump-payroll-tax-plan-while-postponing-their-own-tax-bills-414899</a></span></p><p></p><p><span style="font-family: arial;"> </span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p><p><br /></p><p><br /></p><p><br /></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;"><br /></span></p><p><br /></p>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-27020911272333630422020-05-30T17:55:00.000-06:002020-05-31T20:26:01.878-06:00SBA PPP loans: a loan is a loan until it isn't<span style="font-family: "arial" , "helvetica" , sans-serif;">As many of our customers asked us questions this past month related to the handling of Paycheck Protection Program (PPP) loans including how to book incoming loan funds and setting up in some cases new checking accounts (which is not required in connection with a PPP loan) and more, we started to see a lot of misguided information that was being posted in terms of how to handle these funds, resulting in considerable confusion. Part of the confusion has also been the short time frame in which this program was put together and released, and the lack of clear guidance for businesses in terms of understanding and applying related rules, some of which have continued to change on an almost weekly basis. Keep in mind however some of the following important concepts:</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(1) <b>A loan is a loan</b>. The fact that in this unusual case the loan may be forgiven, forgiveness does not occur until it has been given. Incoming funds would be treated as quite simply a loan payable. We do recommend setting up a new general ledger (GL) account in your current liability section for "PPP loan" for each company that you receive these funds. It makes absolutely no difference, for accounting purposes, whether you receive those funds into an existing account or into a new account: it is still a loan payable and the only question is which GL asset account it affects (i.e. increases). Even as the funds are being used for the intended purposes, no accounting entries would apply that are different than normal. Just as if you received a loan from a bank to buy a piece of equipment, the loan payable account doesn't change until/unless you make repayments of the loan. Only when the loan is actually formally forgiven (which requires a special application to be completed) and you know precisely whether some or all will be forgiven should the loan account be adjusted (see #5).</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(2) <b>Continue to process payroll, rent and other expenses in the same way that you always have</b>. You don't start to suddenly process these somehow differently than before. You don't, nor should you, pay these out of a separate account. If the PPP funds physically exist in a separate account, you would transfer funds from that account to your regular account for rent or gross payroll (not including payroll taxes that are solely paid by the company) but the only accounting entry involved is decreasing one cash/checking GL account and increasing another. (In Advanced Accounting, GL-L Transfer Bank Accounts Funds accomplishes that very easily.)</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(3) <b>Keep separate track of what you use the PPP funds for outside of your accounting system or use a method, such as job cost codes, that have no accounting impact</b>. Do not try to convolute good accounting practices to try to account for how the funds are used to meet IRS tax requirements. Most users will be best off using a spreadsheet program for this purpose. Or, in Advanced Accounting, users could use the job cost module to keep track of funds used for PPP purposes, which can be used in an integrated or non-integrated manner and tied to transactions that do not otherwise impact your overall general ledger. In this regard, you could set up PPP "job" with certain tasks (payroll, rent) under it or use different job codes for different PPP expense types, the sole purpose of which would be to generate reports later for complete the forgiveness form and for monitoring purposes to ensure compliance.</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> <b> </b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(4)<b> Generally accepted accounting practices often differ from tax handling practices</b>. Do not offset your payroll, rent or other accounts based on how PPP funds may be applied to meet loan criteria. Your expenses are your expenses. </span><span style="font-family: "arial" , "helvetica" , sans-serif;">For tax purposes, your tax return preparer can net those off against expenses if that's what the IRS continues to decide they want; you just need to make sure that the funds are used for the applicable expenses and within the applicable time limits (the percentage and number of weeks have since changed from that they were, so keep in touch with your tax adviser in that regard).</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(5) <b>If the loan is forgiven, write-off the loan in full or in part to an Other Income account in your books (on that future date when it is officially forgiven). </b>Tax handling aside, don't sacrifice you accounting system for the whims of tax requirements, even though your accounting system will still have all of the details that your tax accountant will ultimately need. Generally accepted accounting principles would require that you recognize a forgiven loan as "other income." The IRS instead does not want it to be included in income but instead offset to expenses. But again, good accounting practices are not the same as tax accounting requirements. Your books should accurately reflect your financial position and follow accepted accounting practices.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.wipfli.com/insights/articles/aa-covid-ppp-loan-forgiveness-documentation-and-accounting" target="_blank">More information.</a></span><br />
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Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-3173238727263616592020-03-27T19:40:00.002-06:002020-03-28T11:56:43.639-06:00COVID-19 paid sick leave and payroll tax credits: preliminary information<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">The Department of Labor, Treasury and IRS have released preliminary bulletins concerning the F</span><span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif; font-weight: inherit; letter-spacing: 0.2px;">amilies First Coronavirus Response Act (FFCRA) passed on March 18, 2020, an expansion of the Family Medical Leave Act:</span><br />
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<span style="color: #222222; font-family: "arial" , "helvetica" , sans-serif;"><span style="letter-spacing: 0.2px;"><a href="https://www.dol.gov/agencies/whd/pandemic/ffcra-questions" target="_blank">Families First Coronavirus Response Act: Questions and Answers</a></span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.dol.gov/agencies/whd/pandemic/ffcra-employer-paid-leave" style="letter-spacing: 0.2px;" target="_blank">Families First Coronavirus Response Act: Employer Paid Leave Requirements</a></span><br />
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<a href="https://www.dol.gov/agencies/whd/pandemic/ffcra-employee-paid-leave" target="_blank"><span style="font-family: "arial" , "helvetica" , sans-serif;">Families First Coronavirus Response Act: Employee Paid Leave Rights</span></a><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.irs.gov/newsroom/treasury-irs-and-labor-announce-plan-to-implement-coronavirus-related-paid-leave-for-workers-and-tax-credits-for-small-and-midsize-businesses-to-swiftly-recover-the-cost-of-providing-coronavirus" target="_blank">Treasury, IRS and Labor announce plan to implement Coronavirus-related paid leave for workers and tax credits for small and midsize businesses to swiftly recover the cost of providing Coronavirus-related leave</a> (March 20, 2020, <span style="background-color: white;">IR-2020-57)</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">This guidance is limited to sick leave paid specifically to employees who meet one of six specific criteria as outlined in the foregoing links. </span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">The IRS indicates that further guidance will be forthcoming "next week." There are questions surrounding the tax handling, withholding, and payroll tax "credits" that employers will be able to take. Employers have to provide sick pay for eligible employees but do not have to take the tax credits (which if they do, appear to have to then need to be added to company business income for 2020) and there can be complications/conflicts with any existing sick leave plans and policies.</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">Amounts paid (subject to the per day maximums based on which of the criteria applies) represent taxable income to the employee and normal social security/medicare taxes and federal and state (if applicable) income tax withholdings apply, and are subject to normal reporting requirements; but, the employer can apparently then take gross wages, and the FICA/medicare match or some portion thereof along with applicable health insurance premiums paid relative to the sick or care-providing employee as a credit against the next payroll tax deposit that is due. Our interpretation of how this will work, so far, is that all of the amounts paid to the employee should be treated as ordinary income and therefore all of the normal deductions would apply (there are references out there to these amounts are not being subject to FICA; that does not appear to be the case). Normal FICA/medicare, federal and state withholding tax, and other elective deductions apply to the gross wage amounts paid (which in Advanced Accounting should be classified as "Sick pay" with possible sick pay accrual adjustments if you already have a sick leave policy). Amounts withheld for state/local income taxes should again be processed and paid in the normal way. Payroll tax amounts would be transferred to accounts payable as usual (PR-M in Advanced Accounting) and initially calculated in the same way. Calculated credits for amounts related to COVID-19 sick leave benefits would then be entered as a credit memo/voucher in Advanced Accounting's AP-B which then can be taken prior to making the EFTPS tax payment. The gross wages paid along with calculated health insurance premiums and FICA/medicare matches may need to be preferably credited to a "sick leave tax credits" income account or some other miscellaneous income account when making the AP-B credit memo, rather than directly reducing any of the original expense accounts.</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">It is unclear what, if any, payroll withholding logic changes will need to be made depending on reporting requirements that may evolve (will these amounts for example be required to be reported separately from regular wages on W-2 forms?) nor how employers should track applicable sick leave exactly in time and attendance and payroll systems.</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">The law goes into effect as of April 1, 2020 and continues through the end of the year.</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">We stand ready to make whatever changes may be required to the <b>Advanced Accounting 8</b> payroll system once further sufficient details are available (the examples currently provided are insufficient to actually institute any changes at this time) when the first payrolls in early to mid-April come into play. Employers should plan on keeping logs and utilize additional tracking methods as well as to gather the information required as outlined in the preliminary notices. Payroll processing will not be getting any easier.</span></span><br />
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<span style="background-color: white; font-family: "source sans pro" , sans-serif; font-size: 16px;"><br /></span>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-56688677353425212582020-03-23T13:50:00.000-06:002020-03-24T09:29:33.605-06:00Adv 8 r3 will support IRS form 1099-NEC <span style="font-family: "arial" , "helvetica" , sans-serif;">Advanced Accounting 8 (release 1, i.e. <b>r1</b>) was released in late September of 2019. In addition to all of the usual initial updates as well as ongoing development that continues following a major release, rather drastic changes to U.S. federal income tax withholding became final in January of 2020 which <a href="https://addsuminc.blogspot.com/2020/02/2020-federal-payroll-changes-create.html" target="_blank">Adv 8 <b>r2</b></a> addressed along with other changes made since <b>r1</b>.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">We have now begun work on <b>r3</b> which we expect to be available next month (or at least by then a a preliminary r3 release which has been fully tested) which will include many new updates including initial support for the "new" 1099-NEC form that users will be required to use when it comes time to file 1099 forms for 2020.</span><br />
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Form 1099-NEC was first used in the early 1980's and is now being resurrected. The <span style="background-color: white; color: #333333;"> Protecting Americans from Tax Hikes Act (2015) required that nonemployee compensation form reporting had to be completed by January 31 (in an effort to c</span><span style="background-color: white;">ombat identity theft and refund fraud). That isn't a deadline just to provide copies to recipients but also to actually file with the </span><span style="background-color: white;">IRS. And this has been the requirement with respect to form 1099-MISC box 7 (nonemployee compensation) reporting since calendar year 2016. For other types of miscellaneous income, the deadline is March 31 if filing electronically, otherwise by February 28.</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white;">These differing deadlines for the same form created problems for the IRS in processing 1099-MISC forms in determining whether or not they were timely filed, so much so that we are now going back to the 1099-NEC form for reporting nonemployee compensation starting with 2020.</span></span><br />
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFQ2p4HPlxrxY-BTEeLMMHZMwMmobdqWvn4fxA1y7aWSn6YU6g_cYV8nnosA5w9zlUkGVjGvZ3k0QfrKYKitiajF1JQ6E3ndNqY6erkxlpVaIQyNI6QNap7F5b2O8lgWW4JyGZHYRxdYwj/s1600/20201099MISC.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="1034" data-original-width="1600" height="413" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFQ2p4HPlxrxY-BTEeLMMHZMwMmobdqWvn4fxA1y7aWSn6YU6g_cYV8nnosA5w9zlUkGVjGvZ3k0QfrKYKitiajF1JQ6E3ndNqY6erkxlpVaIQyNI6QNap7F5b2O8lgWW4JyGZHYRxdYwj/s640/20201099MISC.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The old box 7 for nonemployee compensation is gone.</td></tr>
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgF1dzSgzYV-hJS6EabCtpsEetm_8I8PYCuAFV52KwAmf2kQ5bEb2CQzbkJJ0TYKKt5k3UKYgyW5GyGt4AmptZwjr0niUCRsi86ggqktSA_IqgIE2pZ8k-GEZitV4L2VwLJVQJi76GGB7QW/s1600/20201099NEC.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="1013" data-original-width="1600" height="404" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgF1dzSgzYV-hJS6EabCtpsEetm_8I8PYCuAFV52KwAmf2kQ5bEb2CQzbkJJ0TYKKt5k3UKYgyW5GyGt4AmptZwjr0niUCRsi86ggqktSA_IqgIE2pZ8k-GEZitV4L2VwLJVQJi76GGB7QW/s640/20201099NEC.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The 2020 1099-NEC. Nonemployee compensation is placed in box 1.</td></tr>
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<span style="background-color: white; color: #333333; font-family: "arial" , "helvetica" , sans-serif;">Within Advanced Accounting, nonemployee compensation will still be considered treated as "type" 6 for purposes of classifying vendors for 1099 purposes (including payments for legal services) that will now print in box 1 of the new form. Updates to the "1099 Types" lookup in <i>AP-A Enter/Change Vendor information</i> as well as <i>AP-Q Print 1099 Forms</i> have been made to reflect the appropriate box number and form for each type. </span><br />
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<span style="background-color: white; color: #333333;">Transmittal form 1096 has also been revised to include a check box for 1099-NEC forms. Each "type" continues to require a <b>separate</b> 1096 transmittal form, i.e. you submit 1099-NEC forms separately from 1099-MISC forms, each with their own transmittal form.</span></span><br />
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWlo6gEztWVNt-9uknB67Fp-_C6wIVXeZ11d4DFUTcp2hNcGhb78j8MU5r-0BG571-ezcvC1uuWKm5RDIpdOH9HI9wetGuw2drVHgjdzTVapX-ykRWumeUKG8fwqETCPnTgQ5bbceGGKFa/s1600/20201096.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="1027" data-original-width="1600" height="410" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWlo6gEztWVNt-9uknB67Fp-_C6wIVXeZ11d4DFUTcp2hNcGhb78j8MU5r-0BG571-ezcvC1uuWKm5RDIpdOH9HI9wetGuw2drVHgjdzTVapX-ykRWumeUKG8fwqETCPnTgQ5bbceGGKFa/s640/20201096.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The 2020 form 1096 transmittal. Note the 1099-NEC box to the right of 1099-MISC.</td></tr>
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<span style="color: #333333; font-family: , sans-serif;"><span style="background-color: white; font-family: "arial" , "helvetica" , sans-serif;">The IRS approved forms that are currently available for review can't be used to effectively test actual alignment and position relating to those items which have changed, so when those become available from forms suppliers, we will then re-test the preliminary format changes that we have now made; but we have implemented what should be all of the other related logic changes especially in the <i>AP-Q</i> option which allows the user to choose which of the two forms should be processed among other things.</span></span><br />
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<span style="color: #333333; font-family: , sans-serif;"><span style="background-color: white;">In addition, <b>Adv 8 r3</b> will include an option that will allow an end user to make changes to certain report/form layouts including the new 1096 transmittal and the supported 1099-MISC and now 1099-NEC forms in the event of issues with printer margins, alignment, etc.</span></span></span><br />
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<span style="color: #333333; font-family: , sans-serif;"><span style="background-color: white;">An e-file option may also be added later depending on end user interest.</span></span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-54418913654933410502020-02-01T16:46:00.001-07:002020-03-23T17:09:28.691-06:002020 federal payroll changes create confusion<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Despite significant federal income tax law changes that went into effect in </span><a href="https://addsuminc.blogspot.com/2018/01/impact-of-2018-federal-income-tax-tables.html" style="font-family: Arial, Helvetica, sans-serif;" target="_blank">January of 2018</a><span style="font-family: "arial" , "helvetica" , sans-serif;"> when personal exemptions ("allowances") were eliminated, federal income tax withholding logic along with their associated W-4 options were not changed </span><span style="font-family: "arial" , "helvetica" , sans-serif;">(only tax tables were changed)</span><span style="font-family: "arial" , "helvetica" , sans-serif;">. Until now. And the changes are potentially dramatic for employees and software developers alike.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Many of the changes that occurred as of the 1st of the year were the normal expected types of changes. There were no W-2/W-3 form or submission changes once again. The social security wage maximum was once again bumped up (this time to $137,700). Social security, medicare and FUTA rates remain the same. We again achieved testing acceptance for the e-filing of federal and state W-2 forms with our filing partner, and were able to successfully assist a number of Advanced Accounting 7i and 8 users with those e-filings in January. The day is coming when all federal and state W-2 forms will have mandatory e-filing requirements for all employees regardless of company size (and as is already the case in Connecticut, North Carolina, Oregon, Utah and Virginia). </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">While only nominal federal tax table changes (the federal standard exemption increased from $4200 to $4300 with only minor tax table changes), the trigger for using those rates has now changed and a dual rate table system has been introduced which depend on values entered by employees on the new <a href="https://www.irs.gov/pub/irs-pdf/fw4.pdf" target="_blank">2020 W-4 form</a>.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The early release notice form 1036 has been discontinued and there is now a new <a href="https://www.irs.gov/pub/irs-pdf/p15t.pdf" target="_blank">publication 15-T entitled "Federal Income Tax Withholding Methods."</a></span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Changes to the new W-4 form have been referred to by the IRS as a step towards simplification, yet if anything it is now more complicated and has engendered a considerable amount of confusion. Employees should talk to their accountant or tax preparer in determining how to fill out the form. The line for "total number of allowances" is gone (yet many states still base their calculations on the number of claimed state allowances). Current employees are <b>not</b> required to submit a new W-4 form, and it may in many cases be wise to do nothing at this point until 2019 individual tax returns are filed, and the advice of the employee's tax preparer then obtained in forecasting 2020 values. New employees, who are required to use the new form, may want to do nothing more than complete Step 1 of the W-4 form (name, address, SSN, and tax status), and sign/date the form (Step 5). </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Steps 2, 3 and 4 of the form are all new (except for the extra withholding option under 4(c)). The question at 2(c) as to whether the employee has two jobs (which meaning changes depending on the tax status claimed) is the trigger now for a completely different set of rates and can significantly increase withholding. Employees should consult with their tax adviser (and not their employer) as to whether to check that box. The amounts to be entered under 3, 4(a) and 4(b) should also again be obtained in consultation with the employee's tax adviser. Note that those are annual amounts (unlike the extra withholding amount box 4(c) which is per pay period). The order of the annualized amounts starting with Step 3 is somewhat backwards because that amount doesn't come into play in the tax formula until after the other amounts are taken into consideration and an annualized tax withholding amount first computed. All of amounts should be entered as positive numbers even though the amount entered in 4(b) will be subtracted from annualized income including any amount entered in 4(a). </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">So, overall, nothing about these changes is simpler than before.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">In order to handle what is now required as the result of these changes, we've had to add five new database fields to the Advanced Accounting payroll master file, plus we've added two more to handle claims of federal and state exemption which at least at the federal level used to be handled by indicating that the employees had 99 allowances (but with the trend towards eliminating allowances by same states as well as at the federal level going forward, new exempt flags were required).</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">This then also led to some screen redesign issues in Advanced Accounting's payroll maintenance option (PR-A) and we decided to put both federal and state withholding values on a new <i>W-4</i> tab in version 8 of Advanced Accounting.</span></div>
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTgUIQmGSl12shCxf5ErXr46XR2xobyzTPEKboo-Cye0xZFA43ADBc985wo3_ylvPyp-Ec0nnopqzJBsKPyToKxRC1RAijc6uX6OUsxFOdyd1oHmePpX5rTMZumSdGYY2Z5NbO0gj6nyLw/s1600/NewPRW41.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="600" data-original-width="767" height="500" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTgUIQmGSl12shCxf5ErXr46XR2xobyzTPEKboo-Cye0xZFA43ADBc985wo3_ylvPyp-Ec0nnopqzJBsKPyToKxRC1RAijc6uX6OUsxFOdyd1oHmePpX5rTMZumSdGYY2Z5NbO0gj6nyLw/s640/NewPRW41.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Adv 8 redesigned screen with new W-4 tab and with "Use new W-4 form?" unchecked, the default for existing employees.</td></tr>
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0_lSk7LB44tvjXzeC_hI6-uEBCjKAlKKXSQJ6_iM1GI2miBOTTI7sf4YWDE1Pb8-Wtm1f1Ve07ZNaIK6TmsViK0zuZEd2uZ60NO5FrgsyFRR6WWISJm8vHbca5EDuvAhxLllLSPdaeJAe/s1600/NewPRW42.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="600" data-original-width="767" height="500" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0_lSk7LB44tvjXzeC_hI6-uEBCjKAlKKXSQJ6_iM1GI2miBOTTI7sf4YWDE1Pb8-Wtm1f1Ve07ZNaIK6TmsViK0zuZEd2uZ60NO5FrgsyFRR6WWISJm8vHbca5EDuvAhxLllLSPdaeJAe/s640/NewPRW42.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Adv 8 redesigned screen with the "Use new W-4 form?" option checked (the default for new employees)</td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Users of the Adv 8 version will now be able to indicate whether the employee is still on a pre-2020 W-4 or on the new form. Existing employees will be assumed to be on the old form until a specific change is made to the "Use new W-4 form?" option. "New" in this context refers, for now, to the 2020 form.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">If only federal tax tables and various state changes were needed for 2020, we would have likely made an update to the Adv 7i version as well; however, the nature of the new federal changes led us to conclude that only the Adv 8 (latest version released last September) could realistically support these changes, not only because of the new fields required but also because the PR-A screen formats in Adv 8 are dramatically different than in Adv 7i, and the two versions already had additional field differences. So, Adv 7i users that need payroll support for the new W-4 form and related federal logic, will need to upgrade to Adv 8. </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">To accommodate the two new standard exemptions amounts and dual tax structure for single, married and now head of household as well as continue support for the pre-2020 method, the federal tax tables now include (in PR-K):</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Standard exemption: US0 (pre-existing/updated), US1 (single/new form) and US2 (married/new form). </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Tax tables: USS (pre-existing/updated) and UST, USM (pre-existing/updated) and USN, and USH and USI.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The USS, USM and USH tables are used when box 2(c) is not checked and in connection with the the new and the old standard exemption amounts. New tables UST, USN, and USI are the parallel tables to single, married and head of household respectively when box 2(c) is checked, and are being used now for the first time in long history of Advanced Accounting along with the new US1 and US2 standard exemption codes. This will make end user maintenance of the tax tables (which Advanced Accounting has always provided) more complicated, but new table codes had to be created to meet the new requirements. These are tables we will of course be updating and can provide with annual payroll updates obviating the need for end user maintenance.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Tables with all of these rates are provided in our 2020 payroll update for Advanced Accounting version 8.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Use of the 2019 rates for employees having their withholding based on pre-2020 forms has been perfectly acceptable and since the 2020 adjusted rates for those employees were nominal and because employers are given a reasonable period of time to adjust to new withholding changes. Users should however start to update their systems with the newer approach now that year end and 4th quarter 2019 wage reporting deadlines have largely passed.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">FAQ's related to the new W-4 form can be found at <a href="https://www.irs.gov/newsroom/faqs-on-the-2020-form-w-4" target="_blank">https://www.irs.gov/newsroom/faqs-on-the-2020-form-w-4</a>.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Because many states have formulas that are tied to the federal changes (and because state budget changes are also common as of the first of a new year), at least 20 states have made changes to their payroll withholding formulas as of January 2020, and more could follow. At this time, we've made changes (in the Adv 8 version) for the following states:</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Arkansas* (changes effective March 2020)</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">California+ </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Illinois*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Iowa+</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Indiana+~</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Kentucky*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Maine*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Maryland+</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">Massachusetts*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Michigan*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Minnesota*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Missouri*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">New Jersey+</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">New Mexico*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">North Carolina*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Ohio+</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Oregon*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">South Carolina*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Vermont*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Rhode Island*</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">+tables only (California=extensive)</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">+~abo</span><span style="font-family: "arial" , "helvetica" , sans-serif;">ut 10 counties in Indiana have new COIT rates - have to be updated in PR-A manually</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">*program change required, and for most also table changes</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Most states (with a state income tax) have separate W-4 forms, sometimes called certificates, unique to that state; a few states use the federal form (which creates further confusion in the event the employee wants to withhold different extra amounts for their state versus federal withholding, and so in states without a separate form, employees will have to write in their preferences on the federal W-4 form and/or communicate those changes in accordance with their employer's policies and as may be dictated by state laws or regulations). </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">North Dakota is following an approach similar to the IRS in terms of driving their tables based on whether a new W-4 form has been submitted or not. That is however not the approach that most states have taken.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">We also regularly update supplemental wage rates that each state may require and have made several changes to those.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Updates to our list of <a href="https://www.addsuminc.com/links.htm" target="_blank">state tax links</a> has also been made, something that we normally do every year.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>Advanced Accounting 8 updates (included with r2) are currently available to comply with these changes.</b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="mailto:support@addsuminc.com" target="_blank">Contact us </a>for further information.</span></div>
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Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-27524313690662101822019-11-01T15:38:00.000-06:002019-11-02T12:03:47.004-06:00TAS Premier 7i release 15 published<span style="font-family: "arial" , "helvetica" , sans-serif;">Yesterday (10/31/19) we published release 15 in the TAS Premier 7i series.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMEoeCPxBZuskAxgGeGgvYFttkbhMRNAmdfQhjeGybK4WuyewKS9aW3uHwpAnk6DB-ePdudqx16LY0UvxanCuFBYRESDTLxML_sLg6gQlAJiKrB4Ul6eo3aOXCYwKuSWWsl_CmxLE9iz8s/s1600/tas7irel15about.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="411" data-original-width="377" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMEoeCPxBZuskAxgGeGgvYFttkbhMRNAmdfQhjeGybK4WuyewKS9aW3uHwpAnk6DB-ePdudqx16LY0UvxanCuFBYRESDTLxML_sLg6gQlAJiKrB4Ul6eo3aOXCYwKuSWWsl_CmxLE9iz8s/s400/tas7irel15about.jpg" width="366" /></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">In late May of this year, we outlined some of the <a href="https://addsuminc.blogspot.com/2019/05/next-tas-premier-7i-release-in-progress.html" target="_blank">new features</a> of this release.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The TAS Premier 7i <a href="https://www.addsuminc.com/tas7updates.htm" target="_blank">updates page </a>provides additional details and a download link for this update (which assumes a prior installation through rel. 14). </span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">For new installs, the TAS Premier 7i <a href="https://www.addsuminc.com/tas7download.htm" target="_blank">download page</a> contains the latest download link.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">This release is also what developers should preferably use who are making custom modifications for the recently release <a href="https://addsuminc.blogspot.com/2019/09/advanced-accounting-8-release.html" target="_blank">Advanced Accounting 8</a> (Adv 8) and is one of the driving reasons for us to release this now rather than later, although, other recent TAS Premier releases are also compatible for developing Adv 8 programs. Another reason relates to ongoing enhancements for CodeBase development and because the TAS Premier data dictionary itself uses CodeBase format files. Advanced Accounting also uses CodeBase format files for all its memo fields (notes) and for other supplemental files. We are increasingly using it in custom programming projects including several non-accounting software systems that solely use it. It has more than proven to be a durable option.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">An updated TAS Premier 7i PDF is is also on our <a href="https://www.addsuminc.com/store.htm#tas7i" target="_blank">store page</a>. The PDF help/reference file is now 780 pages long and is not included in the new install nor or update packages. However they do include an eBook format help file as well as a standard Windows CHM help file.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-57576842247811562822019-09-20T21:12:00.003-06:002019-09-24T20:06:46.779-06:00Advanced Accounting 8 release<span style="font-family: "arial" , "helvetica" , sans-serif;">We are pleased to announce the release of Advanced Accounting 8.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgIsohYhXAXT3bccTV-6kfP6N9yNHaO1L0ZL8kj2ZDi28aDCPivpmyJcRQo06WP524Q78HKoNKNgXP1RkdACy9uG7SJEriHmhyqSl6y1d_KYwzEfCl0fJOBsxCJGwOZtsIs-QFALVvSCM_v/s1600/adv8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="107" data-original-width="414" height="100" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgIsohYhXAXT3bccTV-6kfP6N9yNHaO1L0ZL8kj2ZDi28aDCPivpmyJcRQo06WP524Q78HKoNKNgXP1RkdACy9uG7SJEriHmhyqSl6y1d_KYwzEfCl0fJOBsxCJGwOZtsIs-QFALVvSCM_v/s400/adv8.jpg" width="400" /></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">As indicated in today's <a href="https://www.addsuminc.com/pdf/Adv8WhatsNew.pdf" target="_blank">release announcement</a>, this upgrade has literally been in progress for years while the prior version also continued to be developed with unofficial releases and updates for existing users. It is without question the most extensive single release that we have ever published in the Advanced Accounting series.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">An update for existing Advanced Accounting (Adv) 7i users (which requires that all of the Adv 7i releases are first installed) is available and has already been installed at several sites. There were some seven official (plus one unofficial) releases in the Adv 7i series. Our preference is to install all needed updates as well as the 7i to 8 update remotely which is a service we provide without any additional cost. An update path for older users also remains available.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The release announcement also includes some eight pages of "what's new" information. And there are many important new features any one of which could be reason enough to update. Adv 8 is also now running on the latest internal updates to the underlying runtime engine which we also publish.</span><br />
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0v-PqDzXejXH3iyS0vDba4hNBWEidtpwiJLeTivcq4VPlhKtjKWWl4vtOieSZqChDIn-t5Omq2Hm3UoOjhoTDrpEyEx9UTUoCotc83LIr7JlHM87SoHMjQouUuBs2gw9VUDSeyqcuBREQ/s1600/Adv8Menu.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="776" data-original-width="1017" height="488" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0v-PqDzXejXH3iyS0vDba4hNBWEidtpwiJLeTivcq4VPlhKtjKWWl4vtOieSZqChDIn-t5Omq2Hm3UoOjhoTDrpEyEx9UTUoCotc83LIr7JlHM87SoHMjQouUuBs2gw9VUDSeyqcuBREQ/s640/Adv8Menu.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Adv 8 main screen - the shortcut icons in he lower 1/3rd can be turned off</td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Adv 8 runs on every current Windows operating system that has been released so far by Microsoft.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>E-mail</b> related enhancements alone will likely be of key interest to many users. To accommodate increasingly long e-mail addresses, they have been expanded in this release from 40 to 65 characters. More importantly, they are now fully searchable on a case insensitive basis including in customer/vendor lookups. </span><br />
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEioTxsQMTkt1ujvoaVHjs1UCGZwbRbY43bcviKFn2THXM8wdXmTalB_cE2r0EuR2fUb-HvW4l-LztDqm1rUy58DEPCC519HHxUPR2XXxZN46Ewtgmtogw8BR-J10h2srVTYJ2pkZP224Lpn/s1600/Adv8EmailSearch.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="644" data-original-width="1024" height="401" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEioTxsQMTkt1ujvoaVHjs1UCGZwbRbY43bcviKFn2THXM8wdXmTalB_cE2r0EuR2fUb-HvW4l-LztDqm1rUy58DEPCC519HHxUPR2XXxZN46Ewtgmtogw8BR-J10h2srVTYJ2pkZP224Lpn/s640/Adv8EmailSearch.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Customer e-mail address lookup/search</td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">But there is more. </span><span style="font-family: "arial" , "helvetica" , sans-serif;">The ability to e-mail a pack slip or customer aging list (which is different from a statement) are both new features. </span><span style="font-family: "arial" , "helvetica" , sans-serif;"> A new </span><i style="font-family: Arial, Helvetica, sans-serif;">E-options</i><span style="font-family: "arial" , "helvetica" , sans-serif;"> button in the customer entry screen allows you specify how e-mails should be directed to a given customer. You can of course still simply use the customer's primary/default e-mail address but you can now also specify whether a different e-mail address should be used for sending SO invoices, sales orders, pack slips, statements/aging and quotes. For SO invoices (or POS tickets) you can also specify a default CC: address. </span><br />
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgULLCossWDr2AozIrSettDLsWWwWVCQXMeDT0_DwrQG7EVcCyGMJM8rm5-aaOn4M01UkyFLdrjE4dMhRDIxjDrcW7r5ONYKeRspWZjzQJryR64yc7q7fy2CH3UApSFjZZN6YoVRLgUz722/s1600/Adv8CustEmailSetup.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="566" data-original-width="976" height="370" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgULLCossWDr2AozIrSettDLsWWwWVCQXMeDT0_DwrQG7EVcCyGMJM8rm5-aaOn4M01UkyFLdrjE4dMhRDIxjDrcW7r5ONYKeRspWZjzQJryR64yc7q7fy2CH3UApSFjZZN6YoVRLgUz722/s640/Adv8CustEmailSetup.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Customer E-options screen</td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;"> And you can also specify whether e-mail should be the default output option (applicable to those options have an e-mail check box) for any given customer.</span><br />
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwvF1A5vOaeA9vCWY1YBqC9flH79TIZamS-XazjkM08PD3EVrvjpJVo9heZgIde_4TD4hip-O4VKg1L4jpGwZBN5FCcPyvf9e-cMc3biN7zvrftLBItYr_Wom8MnW4w9uT8AkkHlCfHxqE/s1600/Adv8CustScreen.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="584" data-original-width="800" height="466" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwvF1A5vOaeA9vCWY1YBqC9flH79TIZamS-XazjkM08PD3EVrvjpJVo9heZgIde_4TD4hip-O4VKg1L4jpGwZBN5FCcPyvf9e-cMc3biN7zvrftLBItYr_Wom8MnW4w9uT8AkkHlCfHxqE/s640/Adv8CustScreen.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Customer screen - new options (AR-A)</td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Unlimited contacts/e-mail addresses per customer and vendor remains fully available.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">But there is yet more just with respect to e-mail. The way that e-mail is processed in certain options (such as printing an invoice) has been enhanced and in a number of other options in terms of how/when it is sent. The underlying setup programs have been significantly enhanced as well as the technology used to actually send e-mails. The setup has been enhanced to include the ability to test e-mail settings without having to log in using that person's credentials. Employees now have a field for e-mail (which can be used when filing federal or state W-2's). Contact e-mails when accessed from customer and vendor maintenance can now be copied even when in read only mode, and there is now a e-mail option to trigger and send e-mail after posting a POS (point-of-sale) ticket which then works in the same way as elsewhere.</span><br />
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh_n2eep7eyxgDzmN8ukfzPeXhiK0BpKXaLSt0hyr5XPRJLxMo62z9dJWHp0pGyXkP6GPL-QWak6PNsbpg62_vyAwkv4Ftzh6gV27-2ij73HjNEnKRu4eZtd6CZzx7LyepGT3Bkg9wDC04A/s1600/Adv8POSConfig.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="659" data-original-width="925" height="450" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh_n2eep7eyxgDzmN8ukfzPeXhiK0BpKXaLSt0hyr5XPRJLxMo62z9dJWHp0pGyXkP6GPL-QWak6PNsbpg62_vyAwkv4Ftzh6gV27-2ij73HjNEnKRu4eZtd6CZzx7LyepGT3Bkg9wDC04A/s640/Adv8POSConfig.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">New POS configuration options</td></tr>
</tbody></table>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">And, a new e-mail export option is also available.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Finally there is a new and very powerful capability to batch e-mail customer statements. Previously statements could only be e-mailed to a customer one at a time. Now you can globally send statements and still also print statements for customers with no e-mail address that still want their statement to be printed and mailed.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhInhnstcM3JeEPW_A_c-G5H4t9DO1CPLKyzHvxZnVegkJ0t8NNbP83kFSw1SV_kkE4jNwwz4VYRAb4iyf3VTyhRk4LTfLP8ZWICvJ5WlHVck54mEdtdv1rhBHJIz34_sap8mgNFkOEMEY8/s1600/Adv8BatchStatements.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="717" data-original-width="800" height="570" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhInhnstcM3JeEPW_A_c-G5H4t9DO1CPLKyzHvxZnVegkJ0t8NNbP83kFSw1SV_kkE4jNwwz4VYRAb4iyf3VTyhRk4LTfLP8ZWICvJ5WlHVck54mEdtdv1rhBHJIz34_sap8mgNFkOEMEY8/s640/Adv8BatchStatements.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">AR statements new batch statements option (under AR-E)</td></tr>
</tbody></table>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">The above e-mail enhancements only scratch the surface of what is included in Advanced Accounting 8.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">For our long-time users that have run into some of the old sales order/invoice number, employee/salesperson, and checking account limitations, those are now gone. For those users this will be a must have update. For other users, know that you will never hit the prior 999,999 SO/invoice number limit. For users that like to separate SO/Invoice number ranges by location or POS register, the new expanded limit of 999,999,999 offers unlimited new possibilities. We have had users hit the 999 employee limit and that upper limit is now 99999. Checking accounts have similarly been expanded from 99 to 999. And all of the foregoing without any change to the existing data of current users.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">The list of new features goes on. Every time that a general ledger (GL) transaction is posted anywhere in the system, an audit record is now saved into a new data file which includes the actual date and time of the transaction (tied to the assigned transaction number) with the posting date, the program ID that the transaction was saved in, the Adv logon code, the Windows computer name, user name and IP address, and even whether the transaction was made remotely using remote services (RDP); and there is now a powerful new report that can be used to analyze those audit records. The audit report can also include the full GL transaction details within the report if desired. This will be another must have feature for many users.</span><br />
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-GI3WMp_94yLIarwEMuRfmZc2-Q0S9bRM_H1fs69TOVoMTO0AFZPa8Ii5geAXl3MoKBpFBXtrcyu05ENqYRagRCFqfUhyphenhyphenfOvCHzJXyGdFF1wiKoabtrwzA-1wHNY33Q9ZMTHTeNeezzcX/s1600/Adv8GlTransactionReport.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="576" data-original-width="600" height="614" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-GI3WMp_94yLIarwEMuRfmZc2-Q0S9bRM_H1fs69TOVoMTO0AFZPa8Ii5geAXl3MoKBpFBXtrcyu05ENqYRagRCFqfUhyphenhyphenfOvCHzJXyGdFF1wiKoabtrwzA-1wHNY33Q9ZMTHTeNeezzcX/s640/Adv8GlTransactionReport.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">New GL-E-E transaction audit report</td></tr>
</tbody></table>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">Adv 8 also incorporates the enhancements to the <a href="https://addsuminc.blogspot.com/2019/03/analyzing-cash-flows-and-payments.html" target="_blank">Change in Financial Position (Cash Flow)</a> statement was discussed in a blog earlier this year.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">There are powerful new sales tax reporting options and new sales reports. The general ledger module workhorse options that print the detailed trial balance and journals have been modernized. You can now import general journal entries. There are new job costing options and capabilities. Inventory items now have a floor price option. Inventory transfers are again available for on-the-fly transfers during sales order entry, and you can even transfer one item to a completely different item (product code). Sales orders now show the initial portion of any attached notes without having to click on the attached notes button, and include the optional auto complete option (see our prior <a href="https://addsuminc.blogspot.com/2018/08/adv-8-autocomplete-and-so-notes-display.html" target="_blank">blog</a> on that topic). Purchase order receiving has a completely new option that may also be invaluable for users and represent the sole reason for wanting to update. Purchase order receiving reports can also be generated after receiving purchase orders from either the new (PO-D-A) or prior existing (now PO-D-B) option, a critical feature for some users. Tthey can also be generated for inventoriable items after the fact.</span><br />
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiDdfjlBvNdRUObS_bUct7wHDqkR6CCmmrH9_rIJMDlxgNv4b2x_KQ5-nmH4zreN8t8gnqsKNJSOlLMudDI4mCvq8yd6r_tEv1JzqHfqQpRWRHVuasJch8zMY0iSeQgvB6xcHyVHfSwIsh/s1600/Adv8PODA.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="765" data-original-width="900" height="544" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiDdfjlBvNdRUObS_bUct7wHDqkR6CCmmrH9_rIJMDlxgNv4b2x_KQ5-nmH4zreN8t8gnqsKNJSOlLMudDI4mCvq8yd6r_tEv1JzqHfqQpRWRHVuasJch8zMY0iSeQgvB6xcHyVHfSwIsh/s640/Adv8PODA.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The new PO-D-A option that has been in waiting since 2015</td></tr>
</tbody></table>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">And then there are the new payroll (PR) options. To accommodate some of the new options including provision for those needing PTO (paid or personal time off) tracking, we completely redesigned the employee payroll screen and added a number of new fields. We have many users who use Advanced Accounting solely for its payroll module and so we continue to give the PR module the attention it deserves, and also for our many other users who also use the PR module as part of their overall accounting system, providing a complete solution.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhTeF-5lPBdO9xVdkeftQI78Z9cFOZNaJutn0IulodDAhtfcs6SIsOh0mpd06WzAQtGpiuLoO59GHv886QXg17JJcWcD5c0SwcO1sm88YtvUi1UVjX4equrLYMBr09Id5VRmvkXxJlGF-yh/s1600/Adv8PRA.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" data-original-height="600" data-original-width="767" height="500" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhTeF-5lPBdO9xVdkeftQI78Z9cFOZNaJutn0IulodDAhtfcs6SIsOh0mpd06WzAQtGpiuLoO59GHv886QXg17JJcWcD5c0SwcO1sm88YtvUi1UVjX4equrLYMBr09Id5VRmvkXxJlGF-yh/s640/Adv8PRA.jpg" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">The new PR-A enter employee information screen with many new fields and features</td></tr>
</tbody></table>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">There is more. See the <a href="https://www.addsuminc.com/pdf/Adv8WhatsNew.pdf" target="_blank">release announcement</a> for more information and contact us if you have any questions.</span><br />
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">We are very excited about this new release, and all of the new features that we have planned for future updates!</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9lrZ4mI1lWHjQtX7OPkM55AKIx9YPPq2arxkeJWPGOkUAxPSJNHLsNDj8eJaHcefGRKHuCs3xOJZS6QGHJc9vku8ZXWMgAZAyZxbamY7wkMMHO6WhpNF17G1D011XkUScwgYutF3QAbhH/s1600/adv8symbol.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="48" data-original-width="48" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9lrZ4mI1lWHjQtX7OPkM55AKIx9YPPq2arxkeJWPGOkUAxPSJNHLsNDj8eJaHcefGRKHuCs3xOJZS6QGHJc9vku8ZXWMgAZAyZxbamY7wkMMHO6WhpNF17G1D011XkUScwgYutF3QAbhH/s1600/adv8symbol.png" /></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-59578574399607820482019-08-31T18:26:00.000-06:002019-09-01T10:28:43.215-06:00Running 16-bit Adv/TAS programs under newer 32-bit operating systems<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">By now, users of older versions of Advanced Accounting and TAS (5.1 and prior) are aware that they cannot run these legacy programs under 64-bit versions of various Windows operating systems absent setting up a virtual PC or running in an environment like </span><a href="https://addsuminc.blogspot.com/2016/02/extend-life-of-old-applications-with.html" style="font-family: Arial, Helvetica, sans-serif;" target="_blank">vDOS</a><span style="font-family: "arial" , "helvetica" , sans-serif;">. The better solution for users needing to replace older PC's that need to continue to run 16-bit programs on a daily basis and in multi-user environments is to simply use a 32-bit version of the newer operating system.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Even Windows 10 is available as 32-bit (sometimes referred to as "Win32") but it does present new obstacles and setup considerations that weren't an issue with, for example, Windows 7. Win32 versions have not been the default operating system included on newer PC's for quite some time, so if running a 16-bit application is a requirement, be very careful when planning the replacement of an older PC.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Some of our users have for reasons of performance and other issues elected to use newer versions of Btrieve (referred to under a variety of names including Pervasive, PSQL, Actian, and Actian Zen) with their 16-bit software which has been possible due to backward compatiblity these engines have offered. Ironically however that newer record manager engine component has created issues when moving to different operating systems.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">The 16-bit version of Btrieve that came standard with legacy Advanced Accounting and TAS as well as the DOS4G introduced in the version 5 series work without issues in 32-bit versions of the Windows 7, 8, and 10 operating systems. And the 16-bit Btrieve 5.x (which only coincidentally has a similar version and file format number as the Advanced Acccounting and TAS products) scales up fairly well for multi-user access and at no additional cost. It isn't however client-server capable and can have limitations (although we've had users with upwards of 20 concurrent users utilize it, both back in the older 16-bit OS days but also currently using Windows 10).</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span><span style="font-family: "arial" , "helvetica" , sans-serif;">Users however that were using the modern engines and then moved to Windows 7 and especially to Windows 8 and now 10 have encountered some new challenges. They can however still be made to work (and even with Pervasive v9).</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">After moving to a newer operating system and installing Pervasive and making other setup changes, users have found that they may still be greeted with an error response such as:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
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<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQslFhZYJLaaidFkdpqoyqLyYHVa0vkg-gSUW3oo8lmKgTHT-RCfNPuJLh_Gywj-x0lWTkjsPbWr_70NovAwJ8vNKSa1ZQYJuAx9-nTgyYS_zoDYdp0CinMMgyJ7NjY3nw4xf8whA_KijT/s1600/NTVDMAdv51error.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="414" data-original-width="697" height="380" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQslFhZYJLaaidFkdpqoyqLyYHVa0vkg-gSUW3oo8lmKgTHT-RCfNPuJLh_Gywj-x0lWTkjsPbWr_70NovAwJ8vNKSa1ZQYJuAx9-nTgyYS_zoDYdp0CinMMgyJ7NjY3nw4xf8whA_KijT/s640/NTVDMAdv51error.jpg" width="640" /></a></div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Recently we've seen this happen with both Windows 7 and Windows 10 involving 16-bit accounting software users using Pervasive/PSQL engines.</span><br />
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">The problem seems to be caused by Windows not fully recognizing established path environments when running 16-bit applications and DLL's are called. This problem has become worse in Windows 8 and 10.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">The solution for Windows 7 is to COPY the </span><span style="font-family: "arial" , "helvetica" , sans-serif;">btrdrvr.sys and btrvdd.dll files from your Pervasive BIN folder to c:\windows\system32 folder on each PC.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">In Windows 8 and 10, all of the DLL's in the Pervasive BIN folder need to be copied to c:\windows\system32. In essence these newer operating systems can't find the DLL's they need to call even though they are sitting in an established path.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">The Pervasive BIN folder in versions 9 was typically found at:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "courier new" , "courier" , monospace;">c:\pvsw\bin</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">In newer Pervasive versions, they can be found instead at:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "courier new" , "courier" , monospace;">C:\Program Files\Pervasive Software\PSQL\bin</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">or somewhere similar.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>Additional Windows 10 specific issues:</b></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">(1) Legacy options must be enabled and NTVDM made active. For an example see:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.groovypost.com/howto/enable-16-bit-application-support-windows-10/" target="_blank">https://www.groovypost.com/howto/enable-16-bit-application-support-windows-10/</a></span><br />
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">(2) </span><span style="font-family: "arial" , "helvetica" , sans-serif;">Enable CMD's legacy console (this is different than enabling NTVDM). See for example:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.tenforums.com/tutorials/94146-enable-disable-legacy-console-mode-all-consoles-windows-10-a.html" target="_blank">https://www.tenforums.com/tutorials/94146-enable-disable-legacy-console-mode-all-consoles-windows-10-a.html</a></span><br />
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>Checklist for other issues involving 16-bit Adv/TAS programs running under 32-bit operating systems:</b></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">In addition to dealing with the Pervasive DLL issues, here are some additional items that need to be checked (some of which also apply to using the 16-bit version of Btrieve):</span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">(1) The pvsw\bin or "PSQL"\bin folder must be in the user's path (it probably already is).</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">(2) The users </span><span style="font-family: "courier new" , "courier" , monospace;">PATH=</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> can't be longer than 255 characters which is 16-bit program limitation - if it is (and on any given modern Windows PC it often is), it will prevent the application from running (on even XP Pro as well as Win 7 and above.). So you may have to create an "ADV.BAT" unique for the user that explicitly setting the path, e.g.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "courier new" , "courier" , monospace;">PATH=c:\windows\system32; c:\pvsw\bin; </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">along with any others that are needed/desired. You could then restore the path at the end of the batch file if necessary (probably not) and even create separate batch files per user if different users require different paths. We discussed this issue in greater detail here:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://addsuminc.blogspot.com/2016/04/dos4g-error-2001-exception-0dh.html" target="_blank">https://addsuminc.blogspot.com/2016/04/dos4g-error-2001-exception-0dh.html</a></span><br />
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">This issue applies to all versions regardless of whether Pervasive is being used.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">(3) Run NOTEPAD as administrator and retrieve: </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "courier new" , "courier" , monospace;">c:\windows\system32\Config.nt </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Change the default </span><span style="font-family: "courier new" , "courier" , monospace;">FILES=40</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> to:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "courier new" , "courier" , monospace;"><b>FILES=150</b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">and save. This too applies to all situations involving 16-bit Adv/TAS applications including running under XP-Pro.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(4) If you are using Pervasive, also in </span><span style="font-family: "courier new" , "courier" , monospace;">c:\windows\system32\config.nt</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> make sure that the line:</span><br />
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<span style="font-family: "courier new" , "courier" , monospace;">DEVICE=c:\pvsw\bin\btrdrvr.sys</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> </span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(or whatever the appropriate path is to the installed Pervasive engine - the above is a version 9 example)</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">has not been REMmed out or removed. That's the line that gives Pervasive engine "DOS Box" support for older applications. Without that, programs using Pervasive won't run.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">NOTE: we've had a least one report that a Windows 10 update completely removed this </span><span style="font-family: "courier new" , "courier" , monospace;">DEVICE=</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> line in </span><span style="font-family: "courier new" , "courier" , monospace;">CONFIG.NT</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> thereby disabling the application from being able to run. Users are advised to make CONFIG.BAK back-up copies or equivalent that can be easily restored.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(5) To make NET USE statements for LPT ports, you'll need to run </span><span style="font-family: "courier new" , "courier" , monospace;">CMD</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> as administrator in order to make them (and if the ADV.BAT is making any </span><span style="font-family: "courier new" , "courier" , monospace;">NET USE</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> statements, then the icon's property would have to be set to "run as administrator"). The user must have some kind of LPT1 connection. You can NET USE</span><span style="font-family: "courier new" , "courier" , monospace;"> </span><span style="font-family: "arial" , "helvetica" , sans-serif;">LPT1 to a USB connected printer as long as that printer can receive/output characters directly without a Windows printer dialog box (such as some monochrome laser printers, dot matrix printers, etc.) To do that on a local PC, you would have to create a share to that printer on the local PC. Or just NET USE to some other printer on the network as LPT1 even if the user won't be printing to it. Note that the legacy versions <b>require</b> an LPT1 port of some kind in order to print. Newer versions of course simply use whatever is installed in Windows and don't require any special printer setup.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">If a printing delay issues occur, you may have to set:</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">to a value of 1 or 2. For more information:</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.addsuminc.com/ad012098.htm" target="_blank">https://www.addsuminc.com/ad012098.htm</a></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The foregoing applies to all 16-bit environments (but only those environments).</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">NOTE: a big advantage in the using the modern Pervasive engines is that you do not have to run the program as administrator (which is also required when running the 32-bit legacy Btrieve 6.15 version with even the newer version of Advanced Accounting).</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(6) Because this is a legacy version, it needs to be drive mapped preferably the same way as on other PC's. (Since UNC paths are not supported by 16-bit applications.) This issue is unrelated to whether Pervasive is being used or not.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(7) If you are using the Pervasive workgroup engine (WGE), it has to be configured to run as a service. Newer versions of Pervasive normally automatically install this way. Version 9 did not but a special utility can be run to make that WGE version run as a service. This issue does not apply to client-server installations. however, normally for client-server installations to work properly on newer versions of Windows, you need to be running at least on Pervasive v11 (true for all versions of Advanced Accounting or TAS whether 16-bit or 32-bit).</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">(8) If you are using Pervasive (or newer named versions), neither the TSR </span><span style="font-family: "courier new" , "courier" , monospace;">BTRIEVE.EXE</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> nor any Btrieve 6.15 32-bit legacy components (which shouldn't be the case because the 16-bit versions were not compatible with that particular engine) should be present in the application folder where </span><span style="font-family: "arial" , "helvetica" , sans-serif;">tpc50.exe or the equivalent is launched.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>More references:</i></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Win 8.1:</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://social.technet.microsoft.com/Forums/scriptcenter/en-US/3202934d-cd47-447e-b927-e605c80d48ea/running-dos-applications-requiring-device-drivers-in-confignt-that-load-dlls-from-the-search-path?forum=w8itproappcompat" target="_blank">https://social.technet.microsoft.com/Forums/scriptcenter/en-US/3202934d-cd47-447e-b927-e605c80d48ea/running-dos-applications-requiring-device-drivers-in-confignt-that-load-dlls-from-the-search-path?forum=w8itproappcompat</a></span><br />
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<span style="background-color: white; font-size: x-small;"><span style="font-family: "arial" , "helvetica" , sans-serif;">vDOS:</span></span><br />
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<a href="https://addsuminc.blogspot.com/2016/02/extend-life-of-old-applications-with.html" target="_blank"><span style="font-family: "arial" , "helvetica" , sans-serif;">https://addsuminc.blogspot.com/2016/02/extend-life-of-old-applications-with.html</span></a><br />
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<span style="background-color: white; font-size: x-small;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Pervasive 7/2000 and 2000i issues:</span></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.addsuminc.com/ad092299.htm" target="_blank">https://www.addsuminc.com/ad092299.htm</a></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="https://www.addsuminc.com/ad070902.htm" target="_blank">https://www.addsuminc.com/ad070902.htm</a></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0tag:blogger.com,1999:blog-6091596357545677014.post-1289571169219721602019-05-30T19:46:00.001-06:002019-05-30T20:17:36.486-06:00Next TAS Premier 7i release in progress<span style="font-family: "arial" , "helvetica" , sans-serif;">Even though we just published release 14 of the TAS Premier 7i series early <a href="https://addsuminc.blogspot.com/2019/04/tas-premier-7i-release-14.html" target="_blank">last month</a>, we've already almost added enough new features for a release 15. Those changes are now going into further testing and production and the documentation has already been updated. While we normally don't publish more than one release each year, this year we are planning a second release by October.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Now that our supported xBase option is available as open source (and has been updated for other platforms) and also because we have been increasingly impressed by its performance, more features to support it have been indicated. CodeBase files are dBase IV compatible and that driver, included with Windows, can be used to query them using SQL (and which is something that we have previously successfully tested with our own SQL query program). We have therefore added a CBDELETED() function which is able to return the total number of deleted records in the DBF format that we support (CodeBase). This is important because the normal TRC() (total record count) function, unlike in a Btrieve/Pervasive/Actian ("Btrieve") file, includes deleted records, and so code that relies on that function could fail and/or work unexpectedly without a function that can be used to easily determine the actual number of "live" records in a DBF file. That function has now been tested and implemented and is already in active use in a number of our projects.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Because the maintain database program uses the TRC() function to show active records, we have now been able to enhance it to show the number of deleted records in the event that a DBF or (*.C* file) is opened in that option. This then allows the user to know what "net" active records are currently contained in the file, something that was not previously available.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Reindexing or "packing" the file can be used to permanently delete records in a DBF file. The DBF header record however is not decremented when a record is deleted. In order to determine the number of deleted records, the entire file does have to be internally scanned (which the CBDELETED() function automatically accomplishes based on the file handle passed to it) to determine the deleted record count. Use of this new function, therefore, involving DBF files with a large number of records has to be used with some level of care if used in an end user program. For this reason, in the maintain database enhancement, we make obtaining the deleted count an end user option rather than to automatically initiate it after the file is opened.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">In the case of a Btrieve file, a deleted record takes up space but all of the fields are in essence blanked out (i.e. set to null values) and the active record count is maintained in the header record of the file. So TRC() returns the active record count. </span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">In the course of adding the CBDELETED() function, we noticed that the OPEN_FILE_NAME() function was not returning the FILELOC path when a DBF file handle was passed to it, which it now does. Previously it was only returning the data file name without any path. When used with Btrieve files, it continues to return the fully qualified path.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">And we also noticed that the GET_FILE_TYPE() function was internally being referenced as FILE_TYPE(), inconsistent with the documentation and the cmdtree.txt. This has been fixed.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">We have also reviewed and made minor updates to both the Btrieve and CodeBase reindex utilities which had not been previously reviewed since 2012, and have also updated the globally change utility to make it more intuitive with respect to changes made to it in release 14.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Also of significance, the EXEC_RB() function which loads the report designer has been enhanced so that developers can optionally pass an RTM name as a parameter. This can include the full path, a relative path, or just the RTM name. If a file name is passed, the RTM is then automatically loaded without the user having to take any other action to open it for review/editing.</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">As we continue to work with and test these latest changes, some additional changes may be added before release 15 is officially published later this year.</span></div>
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Tony Frateshttp://www.blogger.com/profile/06203800945783503602noreply@blogger.com0