Version History

July 7, 2010 - 4.3.3

Bug Fixes and Enhancements

• (Modify Report) Fix: Should not allow basis modification for Transaction List By Date.
• (Job Profit) Added: Item Expense Account column.

June 6, 2010 - 4.3.2

Bug Fixes and Enhancements

• (Modify Report) Fix: The column label changes made in the Modify Dialog are not always saved.
• (Sales By) Added: A link to the Terms information added to the Sales By report.

May 28, 2010 - 4.3.1

Bug Fixes and Enhancements

• (Modify Report) Fixes:
        Fix: The Label column's default width makes it difficult to read values.
        Fix: Time by Job: Modify report dialog will not display.
• (Computed Column) Changes:
        To help avoid confusion with Date types, the Excel types are hidden.
        Excel date functions are still available underneath to avoid migration issues, but not displayed in the list of functions.
        The date function category is simply 'Date and time'

May 21, 2010 - 4.3

Bug Fixes and Enhancements

• (Modify Report) Added: Detail column selection
        Display field description, sample data, and type.
        'Selected Columns' button to show only those columns that are selected for the report.
        Edit column labels prior to running the report.
• (Sales By) Added: New fields for the Sales By reports:
        Paid In Full Date: Date the invoice was paid in full.
        Cost: Total cost for the specific item from the Inventory Valuation Detail report.
        Cost Price: Average cost for the specific item from the Inventory Valuation Detail report.
• (Item List) Fixed: Not picking up custom fields.
• (Summary Report) Fix: Hiding the column headers when hiding the field layout.

May 8, 2010 - 4.2.10

Bug Fixes and Enhancements

• (Computed Column) Added: Check for '(' ')' bracket agreement and display detailed message if the brackets do not agree.
• (Computed Column) Added: Additional formula validation on Test button selection.
• (Computed Column) Fixed: Issue with "'" & "=" in the label name.
• (Computed Column) Change: Widen the initial computed column screen.

April 29, 2010 - 4.2.9

Bug Fixes and Enhancements

• (Report) Fixed: In some situations, the Income type is not properly displayed.
• (Report) Added: Java version message is displayed on the menu if a newer version of Java is available.
• (Report) Added: Formula creation dialog adds missing quotes '"' to text fields.
• (Report) Added:
        COMPARE_IGNORECASE formula. See COMPARE_IGNORECASE for more information.
        CONTAINS_ANY formula. See CONTAINS_ANY for more information.
        CONTAINS_NONE formula. See CONTAINS_NONE for more information.
        CONTAINS_ONLY formula. See CONTAINS_ONLY for more information.
        COUNTMATCHES formula. See COUNTMATCHES for more information.
        DATE_FROM_TEXT formula. See DATE_FROM_TEXT for more information.
        DIFFERENCE formula. See DIFFERENCE for more information.
        ENDS_WITH formula. See ENDS_WITH for more information.
        ENDS_WITH_IGNORECASE formula. See ENDS_WITH_IGNORECASE for more information.
        REMOVE formula. See REMOVE for more information.
        REMOVEEND formula. See REMOVEEND for more information.
        REMOVESTART formula. See REMOVESTART for more information.
        REPLACEALL formula. See REPLACEALL for more information.
        SPLIT_TEXT formula. See SPLIT_TEXT for more information.
        STARTS_WITH formula. See STARTS_WITH for more information.
        STARTS_WITH_IGNORECASE formula. See STARTS_WITH_IGNORECASE for more information.
        SUB_STRING_BETWEEN formula. See SUB_STRING_BETWEEN for more information.
        TEXT_TO_DATE formula. See TEXT_TO_DATE for more information.
  

April 21, 2010 - 4.2.8

Bug Fixes and Enhancements

• (Report) Fixed: Not properly displaying the SO values for Job Profit reports.
• (Report) Fixed: Version check not properly reading updates.
• (Report) Fixed: Bug in saving and restoring report template layouts.

April 12, 2010 - 4.2.7

Bug Fixes and Enhancements

• (Report) Change: Default true for 'Prompt me to modify report options before opening a report.'.
• (Report) Fixed: Preference screen not displaying. The issue was due to a packaging problem in 4.2.6.

April 07, 2010 - 4.2.6

Bug Fixes and Enhancements

• (Report) Fixed: Issue that setting subtotal after hiding a column caused the content in the last column not visible.
• (Report) Fixed: Open PO report should display a quantity of 1 for empty quantity in QuickBooks.
• (Report) Fixed: Inventory Valuation Detail report allows Report Basis setting changes.

March 22, 2010 - 4.2.5

Bug Fixes and Enhancements

• (Report) Fixed: Job Estimates/Job Profit: An item's actual cost could be incorrect if a Bill contains an 0 cost entry for that item.
• (Report) Fixed: Job Estimates/Job Profit: Paycheck calculation is not adding in tax.
• (Computed Column) Fixed: Incorrect calculation for WEEKNUM function.
• (Modify) Fixed: Sometimes the QB filter is not saved after selecting OK.
• (General) Fixed: Other minor bugs.

February 26, 2010 - 4.2.4

Bug Fixes and Enhancements

• (Computed Column) Fixed: When double clicking a column, will insert the wrong [column name] if the column list is sorted.
• (Computed Column) Fixed: Not showing sub page sections in the new documentation. Added subpage listing to Tips & Tricks page.
• (Renewal) Fixed: The application will get stuck (hung) after a Renewal update has occurred.
• (Report) Add: New report anomalies page to FAQ section http://docs.xpandedreports.com/FAQ/report-anomalies.

February 21, 2010 - 4.2.3

Bug Fixes and Enhancements

• (Report) Add: New Item List connections added Sales By, Purchase By, Expense By, Open Sales. The Item List is an amalgamation of all the other item list. Example: Instead of having to combine Description form different item list (inventory, non inventory, service, etc.), the name is simply ItemList.Description.
• (Report) Fix: A/R Aging Summary Total calculation is missing [31-60 Days].
• (Modify) Change: When adding a column, the column automatically appears without having to right-click a column to add.
• (Computed Column) Fixed: Not properly handling ':' and '|' in column label for formula.
• (Computed Column) Change: Tips & Tricks point to new documentation at http://docs.xpandedreports.com/computed_columns/tips-and-tricks.
• (Computed Column) Change: Switch Formula and Format input. Moving the Format up is to reduce the number of problems when users forget to select a format for the new computed column.

February 11, 2010 - 4.2.2

Bug Fixes and Enhancements

• (Report) Fixed: Item lookup bug.

February 9, 2010 - 4.2.1

Bug Fixes and Enhancements

• (Report) Fixed: Custom date not working correctly for Time Tracking and Job Estimates reports.
• (Report) Fixed: Incorrect report date display for Time Tracking and Job Estimates reports.
• (Report) Fixed: Entity lookup not working correctly for Time Tracking reports.

February 6, 2010 - 4.2

Bug Fixes and Enhancements

• (General) Added: Online documentation at docs.xpandedreports.com.
• (General) Added: Menu option in the product that opens the online documentation.
• (Computed Column) Added: Number format comments to main insert screen.
• (Computed Column) Fixed: Odd behavior could occur when modifying a formula.
• (Promo Code) Fixed: Not properly storing promo code in registry for use with client registration.
• (Startup) Fixed: Not properly timing out when an error occurs trying to access the Internet via a proxy.
• (Startup) Added: New web connection messaging when an error occurs and ability to control Proxy settings.
• (Filter) Fixed: Some [QB] filters causing reports to fail. (Sample: Transaction Type='Credit Memo' for Sales By reports.)
• (Report) Fixed: Some user experiences causing problems or report failure. (Sample: selecting 'Average' option for a single column. Improved performance, column auto-resizing, date input.)
• (Report) Fixed: Transaction List by Vendor is not working. (Broken due to changes with Job Profit reports.)
• (Report) Added: 'Outstanding Quantity' calculation was added to the 'Open Purchase Order with Balance' report.
• (Report) Fixed: 'Prompt me to modify report options...' preferences causing the issues with the intial Report column layouts.
• (Report) Job Profit:
  
  • Added: For long a running report, a confirmation message is displayed allowing users to display modify report screen prior to displaying the report.
  • Fixed: Item Revenue Qty returning the incorrect value on Job Profit reports.
  • Fixed: Date filter on Estimates by Job is a text when it should be a date filter.
  • Fixed: Not including paycheck cost on Job Profit reports.
  • Fixed: Job Estimates vs. Actuals was only working for jobs that contained an invoice.
  • Fixed: Job Estimates vs. Actuals is displaying all customers. The report should just display customers that have estimates.
  • Fixed: "Job Profit with SO and PO" should have the outstanding SO & PO values not the total values.
• Added: Added the following fields to the Job Profit reports:
  
  • Item SO Invoiced Qty
  • Item SO Invoiced Amount
  • Item SO Outstanding Qty
  • Item SO Outstanding Amount
  • Item PO Received Qty
  • Item PO Received Amount
  • Item PO Backorder Qty
  • Item PO Backorder Amount
• (Report) Added: Reports added to 4.2 release

  QuickBooks menu:

  • Job, Time & Mileage: Mileage by Vehicle Summary
  • Job, Time & Mileage: Mileage by Vehicle Detail
  • Job, Time & Mileage: Mileage by Job Summary
  • Job, Time & Mileage: Mileage by Job Detail
  • List: Item List
  • List: Fixed Asset Listing
  • List: Terms Listing

  Extended menu:

  • Job, Time & Mileage: Expected Job Profit
    Includes:
    Expected Revenue: [actual revenue] + [remaining estimate] + [remaining so]
    Committed Costs: [actual cost] + [remaining po]
    Expected Profit: [Expected Revenue] - [Committed Costs]
    
  • Job, Time & Mileage: Estimates by Job Detail:
    (Allows for detail information from estimates).
  • Job, Time & Mileage: Mileage Cost by Job Summary
  • Job, Time & Mileage: Mileage Cost by Job Detail

January 1, 2010 - 4.1

Bug Fixes and Enhancements

• (Report) Added: Job Profit reports have been built from scratch to increase the access to data and improve functionality.
  • Job, Time & Mileage under QuickBooks menu:
    • Job Profitability Summary
    • Job Profitability Detail
    • Job Estimates vs. Actuals Summary
    • Job Estimates vs. Actuals Detail
    • Item Profitability Detail
    • Item Profitability Summary
    • Item Estimates vs. Actuals
    • Item Estimates vs. Actuals Summary
    • Add existing XR Profit & Loss by Job, Open Purchase Orders by Job to the Job Time & Mileage menu to mimic QB Job Time & Mileage menu option.
  • Job, Time & Mileage under Extended menu:
    • Job Profit
    • Job Profit with SO and PO
• (Reports) Added:
  • QuickBooks menu:
    • Customers & Receivables: A/R Aging Detail
    • Customers & Receivables: A/R Aging Summary
  • Extended menu:
    • Customers & Receivables: A/R Detail with Aging Columns
    • Sales: Open Sales Orders with Balance
    • Job, Time & Mileage: Time By Job Revenue Summary
    • Job, Time & Mileage: Time By Job Cost Summary
    • Vendors & Payables: A/P Detail with Aging Columns
    • Vendors & Payables: Unpaid Bills
    • Listing: Inventory Assembly BoM Listing
• (Report) Added: 'Day of Week" break out on date fields.
• (Report) Added: 'Week Of Month' break out on date fields.
• (Report) Fixed: The Expanded 'Time by Job' reports are not grouped by Job.
• (Report) Fixed: Duplicating computed columns on Detail report when to Pivot view. Computed columns are showing up twice on Pivot reports when using the Pivot/Summary option on a Detail report.
• (Report) Fixed: Re-arranged extended menu order to match QuickBooks.
• (Report) Fixed: Date macro for 'Estimates by Job' should default to 'All'. Amount could should be Original Amount.
• (Report) Fixed: Date macro for 'Job Progress Invoices vs. Estimates' should default to 'Year to Date'.
• (Computed Columns) Fixed: Not accepting formulas that had columns names with $ or () in the label name.
• (Computed Columns) Fixed: function POSITION returns 0 for no value found. Added comments to script documents and help.
• (Computed Columns) Added: Added DATE_XR & TIME_XR to the funciton XR groups. To make DATE_XR & TIME_XR easier for user to find, DATE_XR & TIME_XR both Excel and XR date groups.
• (Computed Columns) Fixed: Clean up Argument Function screen.
  • Add: Add function example in the screen.
  • Change: Changed boolean wording to logical for user readability and to match Excel wording.
  • Change: Formatting and text display.
  • Fix: Enumerated field is showing enumerated option and column list. Enumerated option just shows enumerated values.
  • Fix: SUBSTRING methods third parameter returning an incorrect value.
  • Add: NOW_XR() to be used with XR date function usage.
  • Add: New Tips page at Tips. Added links inside the application to Tips and Hints.
  • Add: Most Recently Used combo box for the formula edit, allowing the user to easily recall previous formulas. Reduces cutting and pasting.
• (Memorize) Fixed: When renaming a folder containing reports, the folder is duplicated.
• (Memorize) Fixed: Some performance issues have been resolved with large Memorized report list.
• (Memorize) Fixed: When importing a report template, the report name is not automatically displayed with the report template value.
• (Export) Add: Ability to append to an Excel file.
• (Export) Enhance: Interface better resembles QB export. Hotkeys, export messages, etc. Drop down in the Excel export file to make it easy to recall past Excel export file and paths.
• (General) Fixed: Startup improvements on messages and wizard display.
• (General) Fixed: In some situations, the filters are not properly applied.
• (Modify Filter) Fixed: Not properly reselecting 'Custom' date macro when running a memorized report.
• (Install) Change: Check for Java, change to shortcut to use the Java path.

November 8, 2009 - 4.0.1

Bug Fixes and Enhancements

• (Report) Added: 'Day of Week" break out on date fields.
• (Report) Added: 'Week Of Month' break out on date fields.
• (Report) Fixed: The Expanded 'Time by Job' reports are not grouped by Job.
• (Computed Columns) Added: Added DATE_XR & TIME_XR to the funciton XR groups. To make DATE_XR & TIME_XR easier for user to find, DATE_XR & TIME_XR both Excel and XR date groups..

November 8, 2009 - 4.0.0

XpandedReports 4.0 comes with improved Computed Columns, and 8 new Time Tracking reports:

Computed Columns has under gone a complete rewrite to:

• reduce user errors;
• make it easier to find and use functions,
• include additional functions for date, time, duration and text,
• straightforward help with detail information and examples,
• a new test feature to allow verification of the computed columns prior to adding to the report;
• and gracefully handle error conditions such as divide by zero.
• Updated list of XpandedReports functions

Computed column fixes and enhancements:

• Added: New formula return types for true/false (Boolean), timestamp and duration.
• Added: Display the type of the report column. When editing the Computed Column, the type of the column is displayed next to the column label (Text, Date, Number, etc..).
• Added: Improved formula validation prior to adding a Computed Column to the report.  Displays a warning if the formula resulting type does not match the field type selected by the user.
• Added: Function lookup for easier formula building. Make it easy for the user to find and select a formula to insert.
• Added: Ability to select and add function arguments without typing the entire formula. This will reduce typing errors.
• Added: Test feature to verify the new Computed Column prior to adding to the report. Can modify data and test in different scenarios to verify expected results.
• Fix: Computed column screen blocks the view by staying on top of all windows.  The fixed screen only stays on top of XpandedReports application when in use.
• Added: Context sensitive help documentation.  Select a function to see detailed information about the function.
• Added: Significantly improved help documentation.  Detailed help for individual functions, parameter descriptions, and examples.
• Added: New functions for text, dates, timestamp, and duration.  This includes Excel type functions, and specialized date functions.
• Error checking
  • Fix: Divide by 0 causes weird behavior or locks up the report. (Divide by 0 now returns an Infinity message).
  • Fix: Null values in the data causes weird behavior or locks up the report. (Better null value handling and display of VALUE# message like in Excel.)
• Edit labels
  • Fix: Column label mismatch between the label and Computed Column menu when editing the column label via the 'Label edit' feature under the column header.
  • Fix: Column label not updating correctly when modifying the label in the Insert Computed Column screen.
  • Fix: A failure occurs when changing a column label in which a computed column is based. Changing a column label now updates all impacted formulas on the report.
• Fix: Formula fails if the formula calls on itself. Added a recursive formula check that does not allow the user to add a recursive formula.

Time Tracking Reports:

• QuickBooks Reports
  • Time by Job Summary
  • Time by Job Detail
  • Time by Name
  • Time by Item
• Expanded Reports:
  • Time by Status Summary
  • Time By Job with Revenue
  • Time By Job with Cost
  • Time By Job Revenue Cost Comparison
• Time Tracking field additions:
  • Rules Revenue Name
  • Rules Revenue Type
  • Rules Revenue Rate
  • Rules Price Level Adjustment
  • Rules Cost Type
  • Rules Cost Detail
  • Rules Cost Rate

New Expanded Reports:

• Item Group

Bug Fixes and Enhancements

• (Report) Fixed: Under Modify, the data should refresh from QuickBooks if a field is added, or a QB specific filter is modified.
• (Report) Change: Created a separate XR report toolbar for XR features, and located the toolbar below all QB toolbars.
• (Report) Fixed: Sometimes the Date filter is not operating correctly on the QB toolbar.
• (Report) Fixed: Timestamp not including hours, minutes and seconds. Formatted like date rather than a timestamp.
• (Export) Fixed: csv & txt file export not working for Pivot reports.
• (Export) Fixed: Not appending correct file type to the end of file if someone leaves it off. Sometimes people forget to add the extension.
• (Export) Fixed: Fix date sub-grouping format. Example, was output numeric value of 11 instead of Dec.
• (Export) Added: Change the cursor to wait mode while exporting data so people know that something is happening.

October 5, 2009 - 3.1.5

Bug Fixes and Enhancements

• (Report) Fixed: Not scrolling to the end of the report status display during the running of a report. The issue is also causing a runtime problem in some environments. Not scrolling to the end of the status log display during processing.
• (Report) Change: Changed the subtotals to default to 'none' to reduce noise on the report. The reports defaults summary columns are the only columns that are something other than 'none'.
• (Report) Fixed: Not sorting using report defaults. Example, Account Listing should be sorted by Accounts. It now sorts and displays the sort marker on column that is sorted.
• (Report) Fixed: Color issues for Detailed & Pivot report. Negative & Positive numbers not showing correctly.
• (Report) Fixed: Excel export causing "Too many different cell formats" error for large reports. The fix included reusing cell styles rather than creating new ones each time. This fix will also reduce memory when running a report.
• (Report) Fixed: Pivot currency coloring broke after major structural change in previous release.
• (General) Change: Some are not seeing the product update. Changed the text color on the menu from blue to green. The blue text was blending in with the top menu.
• (Install) Fixed: Issues with XpandedReports running in the background during product updates.
  • Change: When user clicks on update message, XpandedReports will shut down if the user continues with the download.
  • Add: Setup checks to see if the XpandedReports is running prior to install and removal. (Displays warning and will not install while XpandedReports is running)
  • Add: Warning for shared server environment, all users must exit XpandedReports prior to an update.
• (General) Fixed: Improvements to the registration process. Removed the requirement for a product key.
• (General) Added: Preferences configuration wizard.
• (General) Added: Link to account sign-in option under help menu.
• (Report) Fixed: Computed Column not auto refreshing the report on modification of an existing formula.
• (Report) Fixed: Highlight totals not auto refreshing the report on highlight selection.
• (Report) Change: Default Include Account option changed from 'All' to 'InUse'. 40+ reports impacted by the change. The change is due to issues with the SDK and files over 1G+.
• (Report) Fixed: Customer QB Filters. Modified date now working correctly. Removed name and status filters that are not working.
• (General) Added: QuickBooks connection wizard.
• (Export) Fixed: Excel export not producing the correct results for detailed reports if a column has been filtered..
• (Report) Fixed: The Grand total for P & L is always displaying positive. If negative, grand total should be displayed as negative.

September 16, 2009 - 3.1.4

Bug Fixes and Enhancements

• (Report) Fixed: Additional Date Time issues, some bugs intorduced in 3.1.3.
• (Report) Fixed: Pivot reports not displaying the proper automatic Date splits and conversions.

September 12, 2009 - 3.1.3

Bug Fixes and Enhancements

• (Report) Fixed: Some reports like customer had the incorrect Date Time type for Create and Last Modified. The incorrect type was impacting filtering and report display.
• (Report) Fixed: Missing Internal Transaction ID for Sales By reports.
• (Report) Fixed: Change the default date macro range from Month to Date to Today. The change is to reduce new users issues with Intuit SDK performance.
• (Report) Fixed: After the user selects cancel, the SDK continues to run the request in the background. This can cause QuickBooks to be unresponsive. XpandedReports now forces the SDK to give up the request.

August 31, 2009 - 3.1.2

Bug Fixes and Enhancements

• (Export) Added: Default to names for export for other exports types like that is done for Excel.
• (Export) Fixed: The proper extension is not being automatically appended to the file name (example, .csv should be appended to CSV exports).
• (Filter) Changed: 'Begins With' filter from case sensitive to case insensitive.
• (Filter) Fixed: Only applying the first filter of a multiple-none-QB filters on the Modify Filter tab.
• (Report) Changed: Reduced the number times the detailed report columns are auto resized. Example, no auto resizing on expand and collapse.
• (Report) Fixed: Problems with currency display for fields and computed columns.
• (Report) Added: New Window option for cascading, tiling and closing report windows.
• (Report) Added: Quantity to the list of types available for Computed Column.
• (Report) Fixed: Issues with Divided By 1000 and Except Zero Amounts formats.
• (Report) Fixed: Cannot change Grand totals calculation type (summary, max, min, etc...)
• (Report) Fixed: If cancel a report, and start a new report, get a "Premature processing cancel during request causes 'ticket' request issue.". Improved QuickBooks communication to reduce the number of issues.
• (Report) Fixed: To Do Notes report not running correctly.
• (Report) Fixed: Detailed report loses subtotals when applying quick filters on the column.
• (Memorize) Fixed: Issues with running a memorized report, in some situations the report is not properly displayed.
• (General) Changed: Moved the new-version available notification from a startup pop-up message to a message on the main menu.
• (General) Changed: Product update page, added version comparison, history link, instruction notes.
• (General) Added: Twitter on the Support menu.

August 16, 2009 - 3.1.1

Bug Fixes and Enhancements

• (General) Change: Move from a per-seat to a concurrent seat model.
• (General) Change: Change from XpandedReports3 to 'XpandedReports for QuickBooks'.
• (General) Fixed: Clean up the startup application to help with performance, and avoid stops due to Java verification.
• (General) Fixed: New simpler exe that should work on variations of Windows platforms.
• (General) Fixed: Major enhancements to the registration process to reduce complexity.

August 11, 2009 - 3.1

Bug Fixes and Enhancements

• (Memorize) Fixed: Not properly restoring state in all situations.
• (Report) Fixed: Display issues with highlighting, cell disappearing on mouse click.
• (Report) Fixed: Sales by reports: not properly including Discount Items.
• (Report) Fixed: In some situations, not properly formatting Currency columns formulas.
• (Report) Fixed: Date control not properly changing query values when date is typed in rather than using the UI date selection.
• (Report) Added: On detail reports, can choose Grand-total behavior.
• (Memorize) Added: Improved import & export of memorized reports.
  • Default Folder: Use the default folder set under preferences as the starting folder.
  • Remember Folder: Remember the last folder the reports were exported and imported..
  • Suggest name: Create a suggested file name based on the memorized report name.
  • Warning: Display warning prior to overwriting an existing file.

June 28, 2009 - 3.0.13

Bug Fixes and Enhancements

• (General) Change: The main change of 3.0.13 was to changes to point to new backend services from www.xpandedreports.com  to  www.xpandedreportservices.com.
• (Export) Fixed: Not properly handling date and currency when exporting to Excel.
• (Export) Fixed: Text Improved text file printing. Ask user prior to overwriting an existing file, close print dialog after operation is complete, etc..
• (Export) Fixed: Text export extension should be txt and not CSV.
• (Print) Fixed: Not immediately recognizing label changes when printing.
• (Print) Fixed: Improved text file printing. Ask user prior to overwriting an existing file, close print dialog after operation is complete, etc..
• (QB) Fixed: Some improvements to QB SDK communications.

June 09, 2009 - 3.0.12

Bug Fixes and Enhancements

• (Report) Fixed: In some situations, not properly printing multiple groups on detailed reports.
• (Report) Fixed: Not properly displaying the correct date format for groups when printing detailed reports.
• (Report) Added: For every date field added to a report, 6 new date columns are created from the date field and added to the report.
  The new derived date columns are hidden, but can be displayed by right-clicking on any column header.
  The 6 new date columns are:
  
  1. Date field name + " Year"
  2. Date field name + " Quarter"
  3. Date field name + " Month"
  4. Date field name + " Week"
  5. Date field name + " Day of Year"
  6. Date field name + " Day of Month"
  Example: new column label and values for "Date last modified" of Aug 12, 2004
  1. Date last modified Year = 2004
  2. Date last modified Quarter = Qtr 3
  3. Date last modified Month = Aug
  4. Date last modified Week = 33
  5. Date last modified Day of Year = 224
  6. Date last modified Day of Month = 12
• (Report) Added: Open Purchase Orders: Added Item List. Eg, can choose MPN from the Purchase Order or from the Item List.  Note: MPN only available in 2008 and above
• (Report) Added: Profit & Loss: Added a link to the Customer List.
• (Report) Change: Profit & Loss: Changed PO Number to P.O. #
• (Memorized Reports) Fixed: Not properly saving Pivot reports UI filters.
• (Report) Fixed: Customer Balance Detail: Picking the Customer parent data and not the child data.
• (Report) Added: Customer Balance Detail: Customer + Job field.  Customer + Job is used to pick up child data.
• (Report) Fixed: Open Sales report not properly getting custom header information on open sales order transactions.
• (Report) Fixed: Reports using invoice: If duplicated the reference numbers have been entered for transactions, (such as invoices), the Sales By... reports could produce incorrect results.
• (Report) Fixed: Printing format error occurring for Summary reports.
• (Report) Fixed: Performance issues surrounding Summary report printing.
• (General) Fixed: Communications improvements with QuickBooks SDK.
• (General) Added: Prior to running a report, test whether QuickBooks in accessible (e.g., no dialogs open, a company file open).
• (General) Added: During install, an additional startup link is provided that by passes the exe. Some people have reported issues with the startup links on non-XP/Vista operating systems, such as Windows 2003 Server.
• (General) Change: During updates, the user will be taken to a download page with instructions rather than just downloading the newer exe.
• (General) Test: Tested XR with SDK 8.

April 21, 2009 - 3.0.11

Bug Fixes and Enhancements

• (Memorize Report) Fixed: Not saving numeric and special field filters if selected in the report interface. Causing issues for memorized reports and report refresh.
• (Memorize Report) Fixed: Not saving report filters selected in the Pivot report interface.
• (Report) Fixed: When grouping is changed on some reports, the report layout labels don't match the data on refresh.
• (Report) Fixed: Remove the term 'Basis' from all reports that do not deal with cash or accrual, such as Vendor reports.
• (Report) Fixed: Ship to Address 3-5 for Open Purchase Order, Open Sales Order.
• (Report) Fixed: PO Number, Ship Via, Memo, Other, FOB, and Bill & Ship Country fields for Sales Order reports.
• (Report) Added: Improved error report details, and simplified QuickBooks issue reporting.
• (Report) Fixed: Problem printing Summary reports.
• (Report) Fixed: Bug in the exclude filter.
• (General) Added: Display configuration notes dialog the first time the application starts.

March 31, 2009 - 3.0.10

Bug Fixes and Enhancements

• (Report) Fixed: Lose grouping when a formula is inserted into a report.
• (Report) Fixed: Page header layout not working properly with other layouts other than standard.
• (Report) Fixed: Open Purchase Orders reports is not picking up Fixed Asset values.
• (Print) Fixed: Sales by Item detail reports are not properly grouping on printing.
• (Modify Report) Added: Help button on the bottom that points to Screencast demos.
• (Modify Report) Fixed: Not automatically displaying newly selected fields. Users have to right click on column headers to select new fields.
• (Modify Report) Fixed: Not displaying any data if the report is filtered or grouped on a computed column.
• (Pivot Report) Fixed: Automatically modify the print orientation from landscape to portrait when creating a pivot report from a details report.
• (Pivot Report) Fixed: On certain report types, the report was having to re-run to build Pivot report rather than just copying the data.

March 20, 2009 - 3.0.9

Bug Fixes and Enhancements

• (Report) Add: Can edit column header labels.
• (Memorize Report) Fixed: Not properly saving the hidden state of fields.

March 11, 2009 - 3.0.8

Bug Fixes and Enhancements

• (Report) Fixed: Credit Memo with negative values was not properly converted.
• (Report) Fixed: Not properly picking up companies with an ampersand '&' in the name.
• (Report) Fixed: Not properly formatting computed columns that are currency types.
• (Report) Fixed: Once a computed columns is added, weird behavior occurs if grouped or columns hidden.
• (Report) Fixed: Dragging grouping column does not trigger aggregating.
• (Report) Fixed: Not keeping the column orders and width after grouping/ungrouping.
• (Report) Fixed: Hangs on the modify screen if OK is selected when no changes have been made.
• (Report) Fixed: Not removing the column if the column dissected on the Modify screen.
• (General) Add: Release date to the about box.
• (General) Add: Remaining trial period days on menu bar.

March 9, 2009 - 3.0.7

Bug Fixes and Enhancements

• (P&L Reports)
  • Fixed: Not account and transaction data is not sorting or grouping in the correct order.
  • Fixed: Not properly displaying the expense values.
  • Added: P&L Standard.
  • Added: Links to other tables: Account, Class, and Sales Rep
• (Summary Report) Fixed: Data totals are highlighted correctly, but not the associated row or column headers.
• (Summary Report) Fixed: Not automatically switching 'Amount' to 'Original Amount' in Pivot Data when user selects Cash Basis.
• (Summary Report) Added: Auto display the layout when the summary report is first displayed.
• (Memorize Report) Fixed: Introduced a bug in 3.0.6 that caused an issue running memorized reports.
• (Memorize Report) Fixed: Not properly overriding previously memorized summary reports.
• (Memorize Report) Fixed: Not properly updating memorized report list on update.
• (Memorize Report) Fixed: Handle concurrency issues when using a shared configuration folder.
• (Memorize Report) Added: Warning message on startup if the shared configuration has not been set.
• (Memorize Report) Added: Double click to open a report in the Memorized Report List dialog.
• (Report) Fixed: Not properly displaying Customer/Job information.
• (Report) Fixed: Linked information not pulled in correctly for "Customer Type","Vendor Type","Job Type".
• (Report) Fixed: Customer Balance Detail missing Customer/Job data and grouping.
• (Report) Added: Tooltips to column headers.
• (Report) Added: Screencast help '?' added to report view, modify display, modify filter, font numbers and pivot wizard.
• (Report) Fixed: Group & Grand total calculations are changing location when individual columns are sorted.
• (Report) Added: More...menu item under column header. The More… feature displays show or hide columns in a dialog.
• (Report) Fixed: Filter header display wrong options after report has been group/ungroup.
• (Report) Fixed: Filter header display wrong options after report has been group/ungroup.
• (Report) Fixed: Applying filter causes column re-order in Summary reports.
• (Report) Fixed: Date on report selection ribbon and date on report header do not match.
• (Report) Fixed: Inventory Valuation Detail: First group should be Item Type not Item Category
• (Report) Fixed: Open Purchase Orders by Job: First group is Vendor when it should be Customer
• (Report) Fixed: Purchase by
  • Fixed: Purchase by Summary missing Item Type in first group.
  • Fixed: Item Type displaying in incorrect order. Sorting in alphabetical order instead of QB order.
  • Fixed: Item Type displaying incorrect text, example "Inventory Assembly" instead of "Assembly".
• (Report) Fixed: Sales by
  • Fixed: Sales by Customer returning too much data, returning sales that are not associated with a customer.
  • Fixed: Sales by Rep not displaying and grouping by Rep.
  • Fixed: Item Type displaying in incorrect order. Sorting in alphabetical order instead of QB order.
  • Fixed: Item Type displaying incorrect text, example "Inventory Assembly" instead of "Assembly".
• (Report) Fixed: Transaction List by Customer
  • Added: RefNum to the default report.
  • Fixed: Trans # showing a currency rather than text.
  • Fixed: Displaying Cash vs. Accrual option under ModifyReport.
• (Report) Fixed: Open Purchase Orders by Job
  • Contains all Open PO's, rather than just the PO's with Jobs like in QB.
  • Missing fields like Source, Qty, Rcvd.
  • Not properly grouped.
• (Report) Fixed: All numeric totals are being displayed as currency types, when some many like Aging are not currency.
• (Report) Fixed: Some Quantity columns are marked as Currency.
• (Print) Fixed: Summary orientation defaults to portrait, detail orientation defaults to landscape.
• (Print) Fixed: 'Fit report width' feature is shrinking the entire report to 'n' pages, and not just the width.
• (Print) Fixed: Auto select 'Fit report to' 1 page.
• (Print) Fixed: Detailed reports are not printing the correct numeric format.
• (Print) Fixed: Detailed reports format needs significantly improvement. Group and totals taking up too much space
• (Computed Column) Added: Computed column modify and delete feature.
• (Pro 2006) Fixed: Issue running reports with QuickBooks 2006.
• (General) Fixed: Improved error message on application startup.
• (Tutorial) Added: Added new Screecast to the website, and links to the application to the Screecast.

February 4, 2009 - 3.0.6

Bug Fixes and Enhancements

• Licensing and Configuration: As of 3.0.6, licensing will not be per-machine, but per-user. The per-user has been explicit on our website, but not explicit in our implementation. The licensing is no longer shared among different people on the same server. A new share option exists to allow individuals to share memorized reports in a server environment.
  
  
• (Preference) Added: Shared memorize report support. Can select a central location to share memorized reports.
• (Affiliate) Added: The addition of Affiliate code and program.
• (Summary Report) Fixed: Print and print preview will hang in some situations.
• (Modify Report) Fixed: Buggy behavior with update on field selection, not always doing an refresh.
• (Report) Fixed: Grouping on column causes the hidden columns to reappear.
• (Report) Fixed: The home key is not mapped to move the beginning of the row.
• (Report) Added: Improved custom fields support for certain reports such as Sales Order.
• (Report) Added: New Item connections have been added to the following report types:
  • Charge
  • Vehicle Mileage
  • Sales By
  • Purchase By
  • Expense By
  • Open Sales
  The item connections include:
  
  • Item Discount
  • Item Fixed Asset
  • Item Group
  • Item Inventory
  • Item Inventory Assembly
  • Item Non Inventory
  • Item Other Charge
  • Item Payment
  • Item Receipt
  • Item Service

January 14, 2009 - 3.0.5

Bug Fixes and Enhancements

• (General) Fixed: The version check only checks for differences, not if the version is newer. Need to add the change to accommodate prereleases to VARS.
• (Report) Added: Improved custom fields support for certain reports.
• (Report) Fixed: A bug introduced in 3.0.4 that did not bring in selected columns on certain reports.
• (Memorize Report) Fixed: Not displaying the exact view as memorized, not hiding all the columns.
• (Memorize Report) Fixed: Not allowing overwrite new memorized with the same report.

January 5, 2009 - 3.0.4

Bug Fixes and Enhancements

• (Memorize Report) Fixed: Not properly restoring the view state of Detail reports.
• (Memorize Report) Fixed: Better imitate QuickBooks memorization behavior. Example: Added overwrite feature.
• (Memorize Report) Added: Use the Preference's default folder output setting when exporting a template.
• (Memorize Report) Added: Remember the last exported/imported folder.
• (Modify Report) Fixed: Buggy behavior with Date control.
• (Modify Report) Added: Display Date error if the From date occurs after the To date.
• (Modify Report) Fixed: Should not display Report Basis for Open Purchase Orders and Open Sales Orders.
• (Modify Report) Fixed: Losing report grouping when using the "Prompt me to modify..." option.
• (Preferences) Added: Custom Fields: Quantity type added to field type options.
• (Preferences) Fixed: Custom Fields: Auto save column types, remove "Change Type" button.
• (Preferences) Fixed: Custom Fields: Add usage comments.
• (Reports) Fixed: Clean up look and feel of report control bar.
• (Reports) Fixed: Properly handle Quantity conversion.
• (Reports) Fixed: Dragging the column causes the wrong values shown in the drop down.
• (Reports) Fixed: Improved the performance of the Sales By and Open Sales reports.
• (Reports) Added: Added Date control to the report control bar.
• (Reports) Fixed: Some Report label need to change to make it easier to find and associate with parent field.
  1. Invoice Primary Class to Invoice Class Primary
  2. Invoice Sub Class to Invoice Class Sub
  3. Primary Item to Item Primary
  4. Sub Item to Item Sub
  5. Parent Item Class to Item Class Parent
  6. Sub Item Class to Item Class Sub
  7. Memo to Desc:  In many reports like Sales by Item, QB displays Memo label when it should be Desc.
• (Report: Sales By) Added fields and calculations:
  1. Aging
  2. Display correct tax rate on item level rather than Invoice level.  ($0.00 for non-taxable items)
  3. Display sales tax at an item level
  4. Paid Amount
  5. Remaining Balance
• (Report: Purchases by) Added/fixed fields and calculation:
  1. Calculation of Amount
  2. Cost Price
  3. Added Item Type grouping
• (Report) Fixed: Properly handle Cash versus Accrual for Sales By reports
• (Custom fields) Fixed: Include Invoice header level custom field data.
• (Detail Report) Fixed: Error when grouping on the last column of a report.

December 12, 2008 - 3.0.3

Bug Fixes and Enhancements

• (General) Added: On report modifications, the memorization question box can be disabled.
• (General) Fixed: If Welcome & Memorize List are open, the Welcome & Memorize List hide behind report screens when selected from the menu, rather than come to the front.
• (Custom Fields) Fixed: Displays "null" error on statup if Company File has no custom fields.
• (Computed Column) Fixed: After adding a formula to a report, the formula hangs around for all subsequent reports of that type.
• (Detail Report) Fixed: Incorrect Date format. "Wed Dec 14 00:00:00 CST 2011" should be 12/14/2011.
• (Memorize Report) Added: Use report title as default name.
• (Memorize Report) Fixed: Not always updating the Memorize Report menu after Memorize Report List modifications.
• (Modify Report) Fixed: Changes to Font/Number tab not updating Summary reports.
• (Modify Report) Added: Add more usage comments.
• (Modify Report) Added: Searchable field input field that allows for easier searching of report columns.
• (Modify Report: Filter Tab) Fixed: "Item" should be "Item Type".
• (Modify Report: Filter Tab) Fixed: Hide Add/Update buttons until necessary.
• (Modify Report: Filter Tab) Added: On OK, notify user of saving filter changes if modifications have not been saved.
• (Modify Report: Filter Tab) Added: Searchable field input field that allows for easier searching of avaiable filters.
• (Modify Report: Filter Tab) Fixed: Requires tweaking to improve look and feel.
• (New pivot report...) Added: 'Detail' is replaced with 'Summary' in the title wording when creating a pivot report.
• (Preferences) Added: Bring back all one time messages.
• (Reports) Fixed: Changed the default labels of several fields to make it easier to locate and see associations.
  • Parent Item Class TO Item Class Parent
  • Sub Item Class TO Item Class Sub
  • Primary Item TO Item Primary
  • Sub Item TO Item Sub
• (Reports) Fixed: Open Sales Orders by Customer. Added and grouped by "Job" column.
• (Summary Report) Fixed: Printing/Exporting dates like December not showing in export and print column headers.

December 1, 2008 - 3.0.2

Bug Fixes and Enhancements

• (Report Data) Fixed: Blank or empty "Quantity" on an line for a Invoice, Bill, etc, corresponds to 1, not 0 (zero).
• (Summary Report) Fixed: Except for the last row group, display totals for all row groups.
• (Summary Report) Fixed: Failing to print Pivot reports.
• (Summary Report) Fixed: Placing gridlines around row groups in Summary reports.
• (Summary Report) Fixed: Improper resetting of report layout of modify report change.
• (Detail Report) Fixed: Improve formatting by reducing white space, and reducing row columns spacing.
• (Detail Report) Fixed: Default Summary calculation changed to Automatic. When collapsed, this allows displays a single line rather than 2 lines for the summary.
• (Modify Report) Fixed: Not properly reselecting extended columns.
• (Modify Report) Fixed: Positive number formatting not being saved.
• (Modify Report) Fixed: Changes to Font/Number tab not updating Detail reports.
• (Modify Report) Fixed: Accent Totals are broken after report modification.
• (General) Added: Provide default name when exporting to a file.
• (General) Fixed: Improved error message for internet connection problems.
• (General) Fixed: Improved application startup time.
• (General) Fixed: About Box trial day display.

November 17, 2008 - 3.0.1

Bug Fixes and Enhancements

• (Report) Fixed: 'Transaction List by Date' Num column was displaying Memo column data.
• (Report Display) Added: Display error message to user if a problem occurs querying QuickBooks.
• (Modify Report) Fixed: Properly save and restore the previous view after changes have been made with Modify Report.
• (Modify Report) Fixed: View not updating if the expanded filter is the only report modification.
• (Modify Filter) Fixed: QB filters was auto selecting the first enumerated option.
• (Modify Filter) Fixed: QB filters not properly handling XML characters in a QB string query.
• (Modify Filter) Fixed: QB filters was removing extra spaces in names that was required for proper queries.
• (Preferences) Added: Modify report prompt under Edit > Preferences > General.
• (General) Added: Internet connection test on startup.  Display error if not connected.
    XpandedReports requires an Internet connection to confirm license.

November 10, 2008 - 3.0

New product release

• New product release at the Sleeter Conference.  XpandedReports 3.0 is a complete re-write from the ground up to address issues of features, usability and performance.