Archive for July, 2012

About the new fields “print date” and “email date”

Thursday, July 5th, 2012

Beginning with version 2.1.2 Totals will track dates when a document was printed and sent via email.
If you are updating from an earlier version, you will notice that existing documents do not have any print and email dates.

If you want to flag your existing documents as ‘printed’ you can easily do that by running a short AppleScript.

tell application "Totals"
  repeat with e in (every entry of first document whose draft is false)
  set print date of e to sent date of e
  end repeat
end tell

To flag your existing documents as ‘emailed’ run the same script with ‘email date’ instead of ‘print date’.

tell application "Totals"
  repeat with e in (every entry of first document whose draft is false)
  set email date of e to sent date of e
  end repeat
end tell

v2.1.2 is the biggest update to Totals 2 ever!

Wednesday, July 4th, 2012

Finally, the long waited features and enhancements are added to version 2.1.2. There are many new features like integrated PayPal button, import of line items from CSV files, more control over document types (which type may decrease the stock count for instance). A little checkbox will decide whether items will be added to a document with cost or gross prices. This can also be configured individually for each document type.

Here is a complete list of the new features:

  • Prepared PayPal checkout button for out of the box usage.
  • Added CSV import for line items.
  • Documents are now configurable for increase/decrease stock counts.
  • Ability to take cost prices when items are added to the document.
  • Support for hyperlinks in layouts. Now you can add clickable buttons to invoices.
  • Now you can track by “print date” and “email date”.
  • Adjustable size for line item descriptions and note input fields.
  • Added configurable limits for auto backup files.
  • Date range to list upcoming invoices is now configurable.
  • Attachment documents are now customizable (via custom fields).
  • Added ‘Department’ field for client contacts.
  • Added ‘Add Payment’ menu item to the context menu for quick access.
  • Support for “Supplier” field in item import (CSV).
  • AppleScript, added ‘render’ command to export entries as PDF.
  • AppleScript, added flags for ‘sent’ and ‘draft’ status.
  • Layout designer, added NOTES placeholder for documents.
  • Layout designer, added REBATE_AMOUNT placeholder for line items.
  • Layout designer, added TOTAL_QUANTITY placeholder.
  • Totals strip symbols and letters from price input fields and have it work flawlessly.