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Version History

- Document for Excel Invoice Manager

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This version of the document, "Version History", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

2.23.1026 - February 1, 2013

  • Bug fixed: The calculation of 'Balance Forward' in the statement report was incorrect if overpaid credit was applied to multiple invoices. This bug was fixed.

2.22.1025 - June 3, 2012

2.21.1024 - March 28, 2011

2.20.1023 - December 10, 2010

  • New feature - Support for Microsoft Excel/Office 2010.

2.19.1022 - July 26, 2010

  • New feature - Changed the default decimal place in the percentage format of the tax rate cells from 2 to 3.

2.18.1021 - May 3, 2010

  • New feature: The setup program installs the invoice template in Excel 2007 format if the system supports it.

2.17.1020 - March 25, 2010

  • New feature: The main change in this version is how the setup program installs the data files - i.e. the default invoice template and sample database, etc. See Installing / Upgrading for the details.

2.16.1019 - December 10, 2009

  • New feature: Minor UI improvements.

2.15.1018 - December 1, 2009

  • New feature: The Number of Copies option on the Print tab of the Settings window allows you to specify how many copies to print when you click the Print button on the Invoice worksheet.

    For more information on printing, please see Printing Invoice in a Flexible Way.

2.14.1017 - November 11, 2009

  • New feature: Support for Windows 7.

2.12.1016 - August 22, 2009

  • New feature: The new option "Update customer on saving new invoice", which is located on the Workbook tab of the Settings window, instructs Excel Invoice Manager to execute the Save As New Customer command whenever a new invoice is about to be saved. If the customer identified by the Customer ID does not exist, a new account will be created automatically. If the customer account already exists, only customer information will be updated.

2.11.1015 - July 18, 2009

  • New feature: New customer statement report that shows detailed invoicing and payment history within a specified date range.

    If you upgrade from previous versions and need to keep existing invoice template, please see Two Versions of Customer Statement Report for information on how to use the new report with your existing template.

  • New feature: New template option "ZIP/Postcode in separate cell". If this option is checked, Excel Invoice Manager processes ZIP or postcode in a separate cell.

    If you are using a template included in previous version of the program, the document Adding Postcode Cells Manually to Invoice Template tells you how to enable the feature in your existing template.

  • New feature: Products list now shows Low Limit column. To make this column visible on the Products window, right-click the data area on the Products window, and then check the Low Limit option.
  • New feature: Allowing entering a date when applying credit. Please note the support for credit is enabled in the Pro and Enterprise editions only.
  • New feature: Support for overpayment. The overpaid amount is added to customer´s "credit" account. Please note the support for credit is enabled in the Pro and Enterprise editions only.
  • New feature: New "Exclude ACCOUNT CREDIT" option for the Payment report.
  • New feature: Now you can copy report worksheet from one invoice template to another. See Copying Report Worksheets from One Invoice Template to Another for the detail.

2.10.1014 - January 23, 2009

2.9.1013 - July 16, 2008

  • New feature: Support for credit note or credit memo.

    Note: This feature is available in the Pro and Enterprise editions only.

  • New feature: Displaying summary information on the Customer Statement report. To add this feature to your existing template, please see Displaying Summary Information on Customer Statement.
  • New feature: Same As Bill To button. To enable this feature in your existing template created with the previous version of Excel Invoice Manager, please see Adding or Removing the "Same As Bill To" Button.
  • New feature: Payment Report.
  • New feature: Saving time part of date if needed. In the previous versions of Excel Invoice Manager, a field of type Date does not save time value, despite in the underlying database its field type is Date Time. In this new version, the time part is accepted along with date value.

2.8.1012 - July 4, 2007

2.7.1011 - April 9, 2007

  • New feature: Support for Windows Vista.
  • New feature: Now Excel Invoice Manager supports a new feature called In-Cell Lookup. The new feature allows you to retrieve a customer, a product or an invoice by typing the corresponding ID value right within the Invoice worksheet. For example, if you want to enter information about a product, which has an ID value of "345789", into the second line of the invoice body, all you need to do is to type "345789" into the "Product ID" cell on that line.

    The in-cell lookup feature is also useful for users who use barcode as the product IDs. Simply activate/click the cell in which you want to place the product ID, and then scan the barcode as usual. You don't need to bring up the product selection box again and again.

  • New feature: Now the Products data list window allows you to display the Cost column if the edition of Excel Invoice Manager has the feature enabled, as detailed in the Difference between Editions document. To display the Cost column, right click the data list area and choose Cost from the menu. If you cannot find the Cost item from the menu, simply delete the current form properties file to have the program create a default form properties file for you. For more information about form properties file, please see Working with Form Properties File.
  • Minor UI improvements.

2.6.1010 - January 18, 2007

  • Bug fixed: Some rows in the data grid may appear twice in the following situation: 1. You add many custom fields to the Customer or Product database table, causing the vertical scroll bars on the Custom Fields tab of the Customer Edit or Product Edit window to appear; 2. Edit a custom field in the Customer Edit window or Product Edit window; 3. Scroll the grid before existing editing mode; 4. Some rows may appear twice in this situation. This bug was fixed.
  • New feature: Added a Delete Item button to the Items tab of the Invoice Edit window. This command allows you to delete an item from the invoice body of a pending invoice.
  • New feature: Added a Delete Payment button to the Payments tab of the Invoice Edit window. This command is available even though the status of the invoice is paid. If you delete a payment from a paid invoice, the invoice is returned to pending status.
  • New feature: All the report worksheets now support a new button Clear. This command allows you to clear the report worksheets manually. The button is added to all the report worksheets in the templates included in this version of the software. If you are using a template customized from the previous templates, see Tutorial: Adding a Clear button to the Report Worksheets to learn how to add this button to the report worksheets.
  • New feature: Now the program allows you to sort by any column in all the main data list windows - Customers, Products and Invoices. To sort by a column, double click the column header in the grid. For more information, please see Using Data List Windows.

    Note: This feature is available in the Platinum, Pro and Enterprise editions only.

  • New feature: Now all the main data list windows allow you to display or hide any columns available. To display or hide a column, right click the data list area and check / uncheck the column name on the menu. It is also possible to move a column to a new location. For more information, please see Using Data List Windows.

    Note: This feature is available in the Pro and Enterprise editions only.

  • New feature: Allows you to update an existing customer by clicking the Save As New Customer button on the Invoice worksheet. If the customer identified by the Customer ID already exists in the database, you can now choose No on the message box to update the existing customer.
  • New feature: Now all the data list windows, including Customers, Products and Invoices, provide an Export to Excel File command in the Tools group of the left command bar. For more information, please see Using Data List Windows.

    Note: This feature is available in the Platinum, Pro and Enterprise editions only.

  • New feature: The Taxes tab of the Settings window now offers a new option, Tax rate can be zero. If most of your customers do not have sales tax, but a few do, you can check the Tax rate can be zero option and set the default tax rate to zero. When creating invoices, you still can set the tax rate on a per-invoice basis. For more information, please see Settings - Taxes Tab.
  • New feature: Support for Microsoft Office Excel 2007. For more information, see Working with Excel 2007.
  • New feature: the Clear & New button on the Invoice worksheet now clears all the custom fields defined in the Customer database table. For example, if you add a custom field CustomerRank to the Customer database table, and then add it into the Invoice worksheet with the cell name oknCustomerRank. When you select a customer, the content of the CustomerRank field is displayed on the Invoice worksheet; when you click the Clear & New button, the oknCustomerRank is cleared too.

2.5.1009 - April 22, 2006

  • Feature added: Allowing you to set default search options for the Customers, Products and Invoices windows. The search bar is initialized automatically with the default options. For more information, please see Using the Search Bar.
  • Bug fixed: Custom fields that have non-empty values on invoice header cannot be set to EMPTY or NULL if you reload and edit a previously saved invoice that is Pending.
  • Feature added: Naming the extracted Invoice worksheet with the current invoice #. For example, if you extract an invoice whose Invoice # is INV1000, the extracted worksheet will be named as ´Invoice: INV1000´.
  • Feature added: Supporting more than 2 digits at the right hand of the decimal points for the Total and Paid cells on invoices. In previous versions, these two fields can have up to 2 digits after the decimal points. In the new version, the number of digits is controlled by cell formats of these two cells.
  • Feature added: If the default database cannot be loaded at startup, the invoice template tries to load the database from the same folder as the template.

2.5.1008 - January 22, 2006

  • Feature added: Support for custom fields added to Customer, Product, Invoice Header and Invoice Body table. This allows you to customize your invoice application on the database structure level. For more information about custom fields, please see Custom Fields - Overview.

    Note: This feature is available in the Platinum, Pro and Enterprise editions only.

  • Feature added: Support for searching Product ID and Product Description in the Invoices data list window.

    Note: This feature is available in the Pro and Enterprise editions only.

  • Feature added: Line totals can be zero. In previous version, a line item on the invoice body is counted as invalid if its Line Total is zero. In this new version, such line items are valid if you check the Line totals can be zero option on the Workbook tab on Settings dialog box.
  • Minor UI improvements.

2.1.1007 - October 19, 2005

  • Feature added: Fully support internationalized data formats, including number format, date format and currency format. All data format will be displayed using the Regional Options settings in Windows control panel.
  • Feature added: Support for more than 12 rows on invoice body. For more information about adding extra rows, please see Tutorial: Creating an Invoice Template with Additional Rows.

2.1.1006 - October 5, 2005

  • Feature added: Now you can customize reports by dragging and dropping columns.
  • Bug fixed: In previous versions, if the time zone of Windows is set to a certain value and the default format of "Short date" is DD/MM/YYYY (For example, 28/09/2005), if you create an invoice and save it to database, then bring it back to invoice workbook, edit something, save it back to database, and reload it from database, the "invoice date" value may be displayed incorrectly. This bug was fixed.

2.1.1005 - October 1, 2005

  • Feature added: Added a Show Payment Detail option to the Customer Statement report. If this option is checked, the Customer Statement report will display detailed historical payment records for each invoice.

2.1.1004 - September 19, 2005

  • Support for different editions.
  • Bug fixed: The scrollbar on data list windows sometimes could not be scrolled to the bottom. This bug was fixed.
  • Changed behavior: Now you can adjust column widths in all selection dialog boxes, and the COM add-in will remember them for you.

2.0.1003 - September 12, 2005

  • Due to numerous requirements for customizing invoice templates, added Online Member Service to the product to provide various pre-customized invoice templates.
  • No significant changes were made to the underlying core engine (the COM add-in).
  • Bug fixed [in Build 1002]: When the number of records exceeds a certain value, the selection dialog box would sometimes return an incorrect result.

1.0.1000 - August 1, 2005

  • Initial release.