Version History

v0.1 Beta - released

first public release for beta testing

v0.2 Beta - released June 2004

Bill of Materials - new tab added to Order editor window.
Copy button added to contact window and order window (contact tab).
Revised layout allows main window to be resized.
Preferences window added - currency is now configurable.
Saving the database after the user has OK'd changes is now handled by a separate thread and therefore performed in the background - this makes the user experience slicker, especially when the database has grown larger.
Customer / supplier / other - new button on contacts. New column in contacts view.
On leaving deposit or full value fields, balance is calculated.
Cancel button on Contact, Order, To Do editor windows.
Orders - larger ‘Description’ field

A number of small fixes and ‘tidy ups’.

v0.3 Beta - released July 2004

Ability to attach files to an order
Licence key introduced
More complex sorting of orders and contacts

v1.0 - released August 2004

Dates can now be entered in US or UK format - mm/dd/yy or dd/mm/yy. Configurable via the preferences window.
Bill of Materials now auto-calculates - last (total) column is calculated from quantity and cost each. If the ‘Include BOM’ checkbox is checked, then the grand total from the BOM table is carried over to the financial tab.
Tax (eg VAT) can be calculated and shown on the financial tab and invoices. The type of tax and the rate can be configured in the preferences window.
Better keyboard control - eg delete and backspace keys will delete a selected Order, Contact, To Do or Material.

v1.1 - released December 2004

Contains two small fixes - The first bug prevented the correct selection of a contact when creating or editing an order. The second meant that when an order was deleted, any attachments were not deleted and could reappear if a future order with the same order number was created.

v1.2 - released April 2005

Products tab and associated functionality added.
Email buttons added to Contact form and Order form.
Export functionality added.

v1.3 - released June 2005

Basic accounting, basic accounting : shows 'invoices out' (drawn from the orders) and 'invoices in'. You can pick dates to show a week's, month's or year's invoices and print off the information.
Improved Support : use the web form, http://peacockmedia.co.uk/Organise/support/form.html to send questions, bugs found or enhancement requests.
Company contacts : ability to enter companies with a number of contacts at that company.
Items : Products are now called 'Items'. No changes made to the functionality, just titles and labels have been changed.
Context help and an online manual : Click on the little question marks for help
Notepad : quickly jot down notes, telephone numbers etc. (included in 1.2 but undocumented)
Facelift : Big new friendly icon buttons.
New fields : Items; 'On hand qty' - default for existing and new records is "1". Orders; 'sent' checkbox. Contacts; new tab and large text area for comments. a A number of new fields on the new 'Invoices Received' record and a number of new fields on the new 'Company' record
A number of small fixes and tidy-ups

v1.3.1 - released June 2005

Fixes 2 Bugs - first prevented selection of items for order BOM table. Second prevented manual being accessed from the Help menu.

v1.4 - released August 2005

More complex reporting. Infomation such as a mailing list of contacts for all open orders, a collated list of BOMs for current orders, a totalled list of balances due on all open orders or a list of all items curently in stock are all available at the click of your mouse. These reports can be exported as a web page or spreadsheet, or opened in Word for printing as address labels or standard letters. Custom reports can be created.
All views (contacts, orders, items, to do list, accounts) can be exported - as HTML for web publishing, or as a spreadsheet file.
Better linking - Items can be linked to Suppliers, To do items can be linked to Orders/Projects.
Improved view of contacts/companies - companies twist open to display contacts. New field 'Job title' to give the contact's position at the company.
Editable 'Order number' field.
Orders can now be labelled 'Sale', 'Comission', 'Order', 'Project', 'Recurring item'.
Accounts table now correctly shows 2 separate items where a deposit is paid on one date and a balance paid at a later date.
User-friendliness improved by proper implementation of standard OSX toolbar.
The 'Print' menu item (and the new 'Print' toolbar icon) automatically print the visible table without the necessity to click in it first to select it. Tables are printed landscape by default, while invoices are printed portrait by default.
Database now accepts more contacts, items and orders before requiring a licence key.
'Check for Updates' under the Help menu now gives information about the current version and availale updates, rather than simply visiting the Organise homepage.

v1.4.2 - released November 2005 (v1.4.1 was not generally released)

Preferences now allows editing of the list of categories for invoices.
Items can be one of 3 types - stock item, single item, or other. Boxes on the form will be greyed out accordingly.
When Stock Items are added or removed from order BOM, the item's on-hand quantity is updated. Warnings are given if the qty reaches a chosen re-stock level. This level can be individually set for each item, but a default can be set in Preferences. When Single Items are added or removed from order BOM, the status (In Stock or Sold) is updated.
Better invoice layout. Formatted text can be added to the header or footer of the invoice. Preferences allows you to choose whether this is vertically centered on the page. Where the BOM table is included on the invoice, and items have been selected from the Items list, the Item's code will be shown on the invoice. Preferences allows you to set whether or not it is vertically centered.
Preferences now allows editing of the list of categories for invoices (received).
Small fixes - bug fixed which prevented the contacts list from exporting properly. The company name (where applicable) is now included on the Contact tab of an Order.

Version 2.0 Lite (Beta) Released Dec 2006

- Cut-down, back-to-basics version, rewritten in Obj-C cocoa and built as UB.

Version 2.0.1 Lite (Beta) Released Dec 2006

Fixes some problems with contacts linking to companies.

Version 2.2 Pro (Beta) Released April 2007 -

Time Management, Data Management and Accounts management added.
Time management takes the old 'to do' list and adds start date and time, end date and time, total time (with ability to calculate), rate (cost of time per hour or per day), and total charge (with ability to calculate). Time items are called tasks. Can be used to keep a simple to do list, or time logging against an order.
Tasks can be added to the 'items purchased' list on an Order, so that time can be logged and then shown on the invoice for that order.
Tasks can give an alarm (screen alert) when end date and time is reached.
Square buttons throughout the application have been removed in favour of ordinary textual push buttons which are easier to understand.
Bug fixed which sometimes incorrectly gave 'No Contacts in Database'


Version 2.2 Pro (Beta) Released April 2007 -

Time Management, Data Management and Accounts management added.
Time management takes the old 'to do' list and adds start date and time, end date and time, total time (with ability to calculate), rate (cost of time per hour or per day), and total charge (with ability to calculate). Time items are called tasks. Can be used to keep a simple to do list, or time logging against an order.
Tasks can be added to the 'items purchased' list on an Order, so that time can be logged and then shown on the invoice for that order.
Tasks can give an alarm (screen alert) when end date and time is reached.
Square buttons throughout the application have been removed in favour of ordinary textual push buttons which are easier to understand.
Bug fixed which sometimes incorrectly gave 'No Contacts in Database'

version 2.2.2 Pro (Beta) Released 9 May 2007 -

New column (qty) added to Items table.
User can customise table views by rearranging and resizing columns. Changes to table views are now saved and reloaded.
Bug fixed preventing fresh orders from retaining items, even though the item's qty may have been reduced.
Bug fixed preventing total column of items purchased table totalling properly sometimes.

version 2.2.1 Pro (Beta) Released 1 May 2007 -
Small bug fixes

version 2.2.3 Pro (Beta) Released 10 May 2007 -

Collation functionality added to report manager
'Top Sellers' report added to package.

version 2.2.2 Pro (Beta) Released 9 May 2007 -
New column (qty) added to Items table.
User can customise table views by rearranging and resizing columns. Changes to table views are now saved and reloaded.
Bug fixed preventing fresh orders from retaining items, even though the item's qty may have been reduced.
Bug fixed preventing total column of items purchased table totalling properly sometimes.

version 2.2.4 Pro Released 2 June 2007 -

Removed beta and expiry date

version 2.2.5 Pro Released 23 July 2007 -

Fixes problem with File > Print. Click in any field or table and choose File > Print (command P) to print the contents of that field or table.
Adds 'selling price' column to main Items table

version 2.3 Pro Released 1 February 2008 -

Adds total column to 'Money Out' table
Adds new Statement feature - displayes totals from 'Money In' and 'Money Out' and the difference between the two
Adds recurrence of orders. Any order can be set to repeat weekly or monthly. A new button allows a one-off copy of any order.
Allows configuration of accounts categories and order statuses. note that the status 'Complete' is used by the 'Incomplete' filter and so the filter can't work if this status is taken out
Facelift - new toolbar icons and unified window/toolbar
Fixes problem double-clicking to edit items in the products ordered table under Leopard

version 2.4 Pro Released 1 March 2008 -

Image field added to Item, with comments now on a separate tab, consistent with Contacts
Now possible to generate any number of custom stationary / letters based on the selected order. Two editable templates are built in; invoice and polite reminder. Others can be added.

version 2.4.1 Pro Released 15 March 2008 -

Context help buttons updated and new ones added. Online manual updated.
Check for updates menu item updated to point to new peacockmedia website.

version 3 Pro Released as Beta 23 March 2008 -

Checkout interface added.
Fixes bug where new contact created from within Order is created but not attached to the order properly.

version 3.01 Pro Released as Beta 23 March 2008 -

expiry date set for middle of May
fixes bug preventing correct totalling in reports / accounts where individual amounts are over 1,000.00

version 3.02 Pro Released 25 May 2008 -

Adds Order and Item detail to Contact window - ie when viewing a contact you can see a full list of their orders and full list of their items purchased.
Buttons altered slightly on checkout interface - 'New' and 'Close'. Both prompt you as to whether to save if changes have been made.

version 3.03 Pro Released 31 July 2008 -

Fixes problem with subtotal not being calculated properly on Invoice


version 3.1 Pro Released 19 October 2008 -

fixes bug preventing correct totalling in 'Money out' where individual amounts are over 1,000.00
Adds 'year' to recurrece options (ie for annual charges or subscriptions)
Fixes bug preventing contact filter (Customer/Supplier/All drop-down) from working properly
'Help' ilnk fixed
Manual updated to include recurrence
Allows for customisation of contact type list

version 3.2 Pro Released February 2009 -

fixes bug causing spinning beach-ball when opening a contact if the database is very big.
fixes bug preventing proper attaching of an existing contact for a new order.

version 4.0 Pro Released May 2010 -

Major release because of major efficiency improvements. Users with bigger databases will notice: faster starting
smaller file size for database
smoother scrolling
faster opening of contacts
Some of these improvements will be noticable after opening and quitting Organise once.
For some time it's been possible to make your own list of 'statuses' for an Order. With v4 you can assign colours to these statuses, and orders will be marked with these colours in the main view. For example, you can create a status called 'flagged' and set the colour to red for that status. You can create statuses such as 'payment overdue' or 'item to be returned' and highlight these with special colours.
New field - 'payment method: web | card | cash | cheque' (can be shown on invoice / receipt and reported on) .
Button added to contact - 'paste' allows you to copy a whole address from somewhere else and paste into the name, address and postcode fields all at once.
Main window shows date column
Date columns sorted by date rather than alphanumerically
Adds report called 'Stocktake'. Lists your inventory and adds up the total (cost) value.

version 4.01 Pro Released Sept 2010 -

Fixes bug which prevented export of Reports section
Fixes bug which caused some tables to fail on csv export
CSV now utf8 encoded rather than ascii

version 4.1 Pro Released Oct 2010 -

More advanced handling of sales tax (VAT)
items are assumed to be standard rate (S) by default
Note that if you have been using the tax functionality previously, the selling price of an item was assumed to be exclusive, and in this version it is assumed to be inclusive. Previously, the Order form calculated the tax and added it to arrive at a gross figure. Now it calculates it and deducts it to arrive at a net figure.
Shipping is included in calculation for tax amount

version 4.11 Pro Released March 2011 -

Small fix to 'supplier' button of Item

version 4.2 Pro Released April 2011 -

pro option 'user management' added - allows multi user / multi-mac to access database, or user to switch between multiple databases.
lock added to database to help prevent data being lost when accessed by multiple users. First user allowed read/write, others allowed read-only


<<contents | next>>

You are viewing part of the manual / help for Organise for Mac OSX by Peacockmedia.