Archive for the ‘Totals’ Category

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.
  • Totals 2.1 (Mac App Store) comes in a sandbox

    Tuesday, June 26th, 2012

    Totals 2.1 is a huge step forward. We changed the data structure (all little bit) and made Totals compatible with Mountain Lions sandbox. We removed the need of a database folder, the folder where one can store the database files, instead we introduced a totally document based application, like Numbers and Pages. Double-click a database file will open it in Totals. Also you can move the file wherever you want.

    If you upgrade from Totals 2.0.x to 2.1, you will notice that Totals asks for a database file and for a folder to save the backup files when you start it for the first time. This is totally normal and is necessary to run in a sandboxed environment. All database files and folders are initially not accessible for Totals unless you select them manually within the application. This is why it will ask you for a database file and auto-backup folder

    Opening (default) View in Totals 2

    Monday, May 21st, 2012

    When you start Totals it will display the client list by default. This is a design decision to make life easier for newcomers. The only mandatory object to create an invoice is a client. Therefore the client list is the first view that will be displayed when you open Totals.
    If you don’t like it, you don’t have to be stuck with it. Totals displays the view of the first node in the source tree. Here is an example how Totals will display draft documents on startup.

    You can even let display already sent invoices by default by dragging the the “Invoice” folder to the first place.

    Color coded Tables in Totals 2

    Monday, March 5th, 2012

    Beginning with Totals 2.0.6 tables are represented in color coded style.

    This was a feature request of Invoice 3 users. However, if you don’t like the new style you can revert to the old style at any time.
    Open a Terminal and type the following command.


    defaults write com.kedisoft.Totals KSUsesColorCodedList -bool NO

    That’s all. You should now see the old style table view. If not then reopen the main window or restart Totals.