InCharge Change History

1.02.43 8-03-1998

1. Both a processing date and a posting date can now be specified for a scheduled Batch Transaction. The processing date is the date the batch transaction is to be run and the posting date is the date with which its transactions are to be posted.
2. If double entry accounting is enabled, interest and service charge transactions posted by the Select Statement Date dialog will also generate an off setting equity account transaction keeping the books in balance.
3. The maximum telephone number length for dialing CheckFree has been increased from 30 to 100 characters. This is for those who need to dial into CheckFree while traveling.
4. InCharge now tracks the value of all property items over time and provides a function on the Property menu to edit the history.
5. InCharge now tracks the value of all securities over time and provides a function on the Securities menu to edit the history.
6. InCharge now tracks the value of all insurance policies over time and provides a function on the Insurance menu to edit the history.
7. InCharge now tracks the value of all business inventory items over time and provides a function on the Inventory menu to edit the history.

1.02.42 7-22-1998

1. "Negative reinvestments" are now allowed with securities.
2. An invoice can now be marked paid on the Select Invoice dialog without having to invoke the Edit Invoice dialog.
3. The invoice list on the Select Invoice dialog can now be searched for a customer based on account code, name, account number, and/or address.
4. The Open Books dialog and the New/Delete Books dialogs have been combined into a single dialog which is more intuitive when creating a new set of books.
5. The New/Edit/Delete Account dialog has be redesigned to be more intuitive when creating a new account.
6. The New/Edit/Delete Batch Transaction dialog has been redesigned to be more intuitive when creating a new batch transaction.
7. The New/Edit/Delete Batch Spread dialog has been redesigned to be more intuitive when creating a new batch spread.

1.02.41 6-19-1998

1. The Net Worth/Balance sheet report has been modified for those using the double entry accounting option. The report will now always put the books in balance if they are not by generating and posting a correction transaction to the EQUITY_X account. The Trial Balance report still shows the whether the books are in balance or not and if not, the amount of the equity transaction required to put them in balance.
2. The Property Query function now has an option to create the report in CSV (comma delimited) format for exporting a property database. The exported file can be imported into a spread sheet program or text editor.
3. A new import function has been added to the Property menu for importing a property database in the CSV format which is compatible with the Property Query CSV format. When importing, if a property record already exist for an item, it is updated with the information in the import record. If it does not exist, a new database record is created with the information.
4. The Securities Query function now has an option to create the report in CSV (comma delimited) format for exporting the securities database. The exported file can be imported into a spread sheet program or text editor.
5. A new import function has been added to the Securities Import menu for importing a securities database in the CSV format which is compatible with the Securities Query CSV format. When importing, if a securities record already exist for an item, it is updated with the information in the import record. If it does not exist, a new database record is created with the information.
6. The Securities Query report option for sorting on annual and total ROI has been redesigned to provide a consistent result.
7. A number of changes have been made to the on-line user's guide as the result of a through review while porting it to the Win95/98/NT version of InCharge.

1.02.40 5-6-1998

1. A file manager has been added to the Files menu. This function provides for the editing, copying, moving, deleting, and renaming of one or more files. It is primarily intended for use in Spitfire Software assisted problem resolution but can be used for general file maintenance.
2. Support for the import of stock quotes from the Yahoo web sit has been added.
3. Support for the import of stock quotes from CIS using GCP 3.0 has been added.
4. Usability enhancements have been made to the Edit Payee List function.

1.02.39 4-6-1998

1. Numeric values are now optionally displayed with thousands separators. The Date/Time/Numeric Formats dialog is used to define the separator and whether or not it is to be displayed. Numeric values can always be entered with an optional thousands separator.
2. A Restore function has been added which restores previously backed up sets of books. This function has options to restore the currently open set of books, another set of books, or create a new set of books from the backup.
3. Uninstall function added to the Install program.

1.02.37 3-1-1998

1. A new type of security has been added. Stock options can now be managed with InCharge. Both buy and sell stock options are supported. ROI calculations are provided and they are factored into the Net Worth report.
2. Multiple invoice print styles can now be created and the appropriate one selected when printing an invoice.
3. Predefined invoice print styles are provided for Product, Professional, and Service business.
4. Currency exchange rates are now are 9 decimal places instead of 7.

1.02.36 1-10-1998

1. Transaction address and bill account number are now stored with each transaction. This enables the address and account number to be printed on checks which are printed a second time. They may also be edited before reprinting the check.
2. When selling securities, you can now mark a sale as a IRA distribution. When marked as such, the sale is not reported as capital gains on the tax report but rather must be processed as ordinary income.
3. A third option on calculating GST/VAT taxes has been added. The options are now GST/VAT on item only, GST/VAT on item plus its sales tax, or sales tax on item plus its GST/VAT.
4. Additional capabilities on recovery of corrupted data files have been added.
5. Additional capabilities in adding a property item to the property inventory when it purchased in a secondary currency have been added.
6. When viewing the register report, you can now directly change the account and/or dates of transactions displayed on the report.
7. When printing a report you can now add a comment to the printed version of the report.
8. The quantity field on an invoice can now be printed in a fixed two decimal point format as well as the current floating decimal point format.
9. When processing a transaction referencing a bill code in a batch transaction, the due date is now used as the transaction date. The default transaction date for following transactions in that batch transaction is not changed.
10. When displaying an Outstanding (non reconciled) Transaction report, you can now specify a date for which only transactions posted on or before that date are displayed if they have not been reconciled on an account statement on or before that date.
11. When producing a business tax report you can now select invoices either on the date they were paid or on the date the customer was invoiced.

1.02.35 11-28-1997

1. A transaction posted to an account in a secondary currency can now have its exchange rate edited directly with the Edit Transaction function.

1.02.34 11-10-1997

1. The note list can now be printed and used as a simple to do list.
2. The spread records for a printed check can now be printed on the check registers for business size checks. This allows the user to itemize a payment.
3. The country identifier has been increased from 10 to 30 characters.
4. The primary currency can now be change to a secondary currency and a secondary currency made the primary currency. When this is done all currency references in the system are automatically updated to reflect the change. Accounts, assets, and liabilities remain in the currency in which they were originally defined.
5. Any account, asset, or liability can now have its currency changed and all of its currency values will be updated to reflect the new currency at the current exchange rates.
6. The Net Worth report can now be displayed in any of the secondary currencies as well as the primary currency.
7. The Exchange Rate report now only displays the last currency exchange rates recorded on any give day. When the report is generated, the earlier records for any given day are automatically removed from the file.

1.02.33 10-12-1997

1. The budget group codes facility has been redesigned such that you can now assign a budget category to more than one group code. Also, the number of characters allowed for a group code has been increased to 10.

1.02.32 09-14-1997

1. Major internal changes made to significantly improve performance on systems with a large number of accounts.
2. Payment total added to CheckFree Action History report.

1.02.31 08-03-1997

1. A spin button has been added to the field for entering a statement's date on Reconcile Statement Date dialog.
2. An Add Amount Left button has been added to the Transaction Spread dialog.
3. An option has been added to the System Configuration dialog to limit checking of bill to payables only when starting a new session.
4. When entering a value in the amount field for the Enter Transactions, Edit Transactions, and Transaction Spread dialogs, you can now enter it as a series of arithmetic operations, e.g. 1+2+3-4+10. InCharge will evaluate the expression when you press the equal key or when the field loses focus substituting the the result for the expression in the field.
5. When generating a Cash Flow Analysis or Tax report you can now specify that when the report is printed each category is to printed on a separate sheet.
6. You can now specify default budget categories on the Edit Account dialog to be used when posting an interest or service charge transaction from the Select Statement Date dialog.
7. The account current balance is now displayed and updated on the main dialog after the name of the open account.

1.02.30 06-20-1997

1. InCharge now supports PKZIP version 2.50 for OS/2 as one of the backup programs. PKZIP version 1.0 for OS/2 is no longer supported because its command line parameters are different than the new version 2.50.
2. The length of time the InCharge logo is displayed is based on the value set in the Desk Top settings. This may or may not effect the time it takes to start InCharge based on the amount of initialization required.
3. The bank statement's interest and service charge can now be entered on the Select Statement Date dialog before reconciling an account. If entered and not previously posted to the account, they will be posted with the statement's date. This posting eliminates the need to use the Add function on the Mark Transactions dialog to post the statement's interest and service charge.
4. A exit verification message is now optionally available when exiting InCharge.

1.02.29 06-01-1997

1. The last status of the Owned check box on the Query Securities dialog is now the initial default value for a new query.
2. Notes are now listed sorted on schedule date (notes not scheduled are listed first) in the Note Selection dialog.
3. The beginning statement balance field on the Select Statement Date dialog for reconciling accounts is now set to a default value base on the statement date.
4. In addition to setting the beginning and ending balances for reconciling an account, you can now set the total additions and subtractions. When you do this you enable the new intelligent problem resolution feature for reconciling. In this mode you can click on the Problem button on the Mark Transactions dialog to have InCharge analyze your statement and point out the possible causes for the statement not balancing and how to isolate and correct the problem.
5. You can now create groups of bills identified with a group code. A bill group code is 1 to 10 characters long. You may define as many bill group codes as desired and assign any number of bills to the code. A bill may be assigned to more than one bill group code. Bills may be selected by group codes for payment and in the Bill Query/Report Writer function.
6. When deleting an invoice, you may now optionally delete all customer transactions posted to that invoice.
7. You can now create a new directory from the backup dialog.
8. CheckFree transactions which have not yet been transmitted to CheckFree can now be edited for date, payee, and amount as well as budget categories, tax categories, transfer accounts, and memo.

1.02.28 05-01-1997

1. Up and down arrows have been added to the transaction spread dialog so that you can change the order of the spread records of cosmetic reasons.
2. Displaying the memo field on the Register report is now optional and can be selected/deselected with the Register/Dates function on the Accounts menu.
3. When changing the code for a budget category, you can now specify that it is to be changed for all budget years or just the current budget year.
4. Usability enhancements have been added when a charge transaction is edited which is in the check print queue.
5. The InCharge Clock Alarm function has been enhanced so that you can now optionally specify a timeout period such that if you have not canceled the alarm message within a specified period, the message is automatically canceled.
6. When pausing to edit a transaction in a batch transaction or a spread record in a batch spread, you now have the option to skip the transaction/record or to quite the batch transaction/batch spread as well to post the transaction/record.
7. After editing a transaction displayed in one of the various transaction reports, you now have the option of not regenerating the report if there are other changes to be made and you do not want to wait for an updated report.
8. The order that line items are printed on an invoice can now be changed before printing.
9. Selected reports which can take a long time to generate now provide update messages on their progress.
10. Total Payment and Total Payment Limit have been added to bill payables/receivables. Previously there was only Total Payment (YTD). The new values are for use where there is an upper limit on the payments made to a vendor or by a customer that must be tracked. The bills query report shows the total payment and limit status.

1.02.27 04-02-1997

1. When printing reports, the reports are now automatically centered on the page.
2. When saving a report to a file which already exists, InCharge now asks you if you want to overwrite the file or append the report to the existing file.
3. When you post a transaction to an invoice, InCharge now automatically sets the mark (reconcile) date of the transaction to the date of the invoice.
4. When you do a register report on credit account-receivable, the mark date is no longer shown, rather the invoice number to which the transaction was posted is shown.
5. Register reports now display the full mark (reconcile) date rather than just the month and year.
6. Tax reports now have the option of excluding those securities which have been marked Tax Free Account from the report. This is useful for ignoring IRA, 401(K), etc. type accounts that should not be reported on the tax report.
7. Tax reports now have the option of grouping and reporting security dividends/interest by broker or by security for those held in a brokerage account.
8. When processing dividends/interest and reinvestments for for securities marked as Tax Free Accounts, the default type is now Non Taxable instead of Ordinary dividends or Interest.
9. When requesting a Cash Flow Analysis report, the selection of budget categories via group codes has been made more user friendly.
10. Cash Flow Analysis report high and low dates can now be set by specifying the fiscal or budget year.
11. Property codes have been increased from 30 characters to 100 characters in length.
12. The property query report can now be sorted on code, cross reference, description, or insurance policy.
13. Additional sort options for the bill query have been added. They are name, account number-numeric, and account number-alphanumeric.
14. Budget actuals comparisons can now be done for 2, 3 or 4 years. The reports are By Category Through Month, By Category For A Month, and By Month. Comparisons are presented in both tabular and graphical form.
15. A master "Create/Edit/Delete Objects" button has been added to the Main dialog. This button enables you to quickly access the basic edit functions for all of the objects in a set of books (e.g., accounts, budget categories, etc.).
16. A new function has been added to the InCharge folder. This function enables you create a new set of books directly from folder without having to open an existing set of books and creating the new books from the existing set of books. You can also use the function to recreate an icon for an existing set of books that has been lost.
17. Transaction Query reports can now be sorted on either the transaction's account or date.
18. When posting an interest transaction to a credit-liability or credit-asset account which has an associated bill-payable or bill-receivable, the interest is automatically added to the bill's interest paid field.
19. Transaction Query reports total debits and credits are now displayed by account currency groups rather than as a single total.
20. When printing a partial sheet of checks where the default is landscape mode for partial sheets, you are now given the option at print time to print the sheet in portrait mode. This is for those printers that print best in portrait mode if there are 2 checks on a partial sheet but must print 1 check partial sheets in landscape mode.
21. After processing a batch spread that was selected as the budget code on the Enter Transactions dialog, InCharge now displays the entire spread in the Spread dialog so that any of the spread records can be edited/deleted or new records added. You must click on Ok to save the spread.
22. Batch spreads can now be processed during entering a manual spread of a transaction. To do this, select the batch spread in the Spread dialog's budget categories list box and click on Add. If the amount field on the Spread dialog blank, the transaction's amount is spread, otherwise the amount in the amount field is used.
23. Batch spreads can now call other batch spreads as part of their processing. When creating a record for a batch spread select the batch spread to be called from the budget category list and enter the amount to be spread or the calculation for the amount. Then click on Add to add that record to the batch spread records.
24. When generating a Transaction Query or Cash Flow Analysis report, you can now select budget categories from all budget years. You not limited to just those categories defined for the current fiscal year.
25. Property items can now have an account transaction assigned to them to track detailed purchase information.
26. Transaction Query will now check both payee and memo fields for a match on payee if the "Also test memo" check box is checked.
27. When reporting transactions on the tax report, if the memo filed is not blank, then the memo field is printed right below the payee field on the report.
28. The Register report will display a transactions memo field right under the payee field if the memo field is non blank.

1.02.26 03-03-1997

1. A description field has been added to each print report format file enabling a 100 character description to be displayed with each print format.
2. Six additional print report format files have been added to the one ASCII Standard print report file. The new print format report files provide two Epson matrix formats (which can also be used with Lexmark PPDS printers), HP PCL portrait and landscape with small font characters sets, and Lexmark PPDS portrait and landscape with small font character sets. These new print formats cover most reports and printers without having to use the multiple page option.
3. User defined tax codes can now be flagged as either expense or income. Therefor when setting up non USA tax codes, you have the same capabilities as those using the standard USA tax codes.
4. You can now select which columns are actually displayed on the Securities Query report when using the single line format option. LoadP and SaveP functions remember the columns selected for a memorized query.
5. Credit-liability type accounts can now be flagged as their interest being tax deductible. This is for non USA users whose income tax laws allow them to deduct certain types of interest.
6. The option of flagging bills-payable and bills-receivable as interest being tax deferred/deductible has been removed to avoid confusion. The associated account should be flagged as interest tax deferred/deductible depending on the case.
7. You now have the option with the calculators to turn off the automatic switching of Num Lock on when the calculator gains focus.
8. The LoadP and SaveP buttons now save/restore the report print format.

1.02.25 02-15-1997

1. A Compile YTD Values function has been added to the Bills menu. This function first zeros out YTD values and then checks each transaction in the current fiscal year compiling the YTD values for each bill. It is called automatically when you start a new fiscal year. This means you no longer have any timing constraint in when you start a new fiscal year.
2. Aged Payables, Receivables, and Invoices reports have been add which categorize each type by number of days overdue. The categories are 1-30 days, 31-60 days, 61-90 days, and 91 or more days.
3. The Enter Transactions dialog now includes Debit and Credit type transactions. If the business functions are enabled, Refund, Discount, Shipping, and Tax types are available.
4. If you mark transactions with an incorrect statement date while reconciling an account, you can now correct the mark date on all transactions with a single operation.
5. Credit card information can now be stored in a customer's bill record and used as the default information when paying an invoice by credit card.
6. When processing a credit card approval, the customers address is displayed providing the additional information now required for credit card approvals.
7. The Enter Transactions dialog now has the reconcile functions available from its menu bar.

1.02.24 02-03-1997

1. The clock feature now allows a user to select which sets of books are to be checked for due items.
2. Notes can now be scheduled for time of day as well as date.

1.02.23 01-31-1997

1. A clock feature has been added to InCharge. The clock runs independently of InCharge and provides the following features:
   1. Completely user configurable as to time and date formats, desktop footprint, etc.
   2. Has a calendar display. Dates can be transferred from the calendar to other programs via the clipboard.
   3. Has 10 alarms with user defined messages.
   4. Has a job timer (time slips type function) with 5 independent timers which automatically calculates billable time and charges and posts them to the customer's InCharge account. Also notes can be entered into the InCharge notes facility from the clock while timing a job. The timing facilities will continue to accrue time even if the clock or OS/2 terminate/reboot.
   5. Checks the status of due items in InCharge (bills, scheduled batch transactions, scheduled notes, and pending CheckFree actions) and notifies the user when they come due and which are due.
   6. Can set the OS/2 system date and time quickly and easily. For example it is very easy to adjust just the hours on the clock for daylight savings time.
   7. Can invoke the InCharge calculators.

   The clock provides three modes of operation:

   1. Continuously running and visible on the desktop.
   2. Automatic minimizing at start up with InCharge due items message and alarm messages displayed when they come due.
   3. Automatic termination at start up if no InCharge items are due. If they are due a message is displayed so that the items can be viewed.
2. Property depreciation tracking and processing has been added to the Property Management system. Depreciation is reported on the Net Worth (Balance Sheet) report.
3. List Accounts function now provides options for selecting accounts to be included in the report.
4. An update bill amount due from account balance function has been added which processes multiple accounts/bills.
5. Revenue/Sales tax report has been added which displays the data necessary for governmental reports.
6. Transaction query refinements have been added.
7. Options on selecting customer accounts for billing along with detail information on the status of each account has been added to the customer selection dialog.
8. A Securities Short List option has been added enabling you to define a short list of frequently referenced securities to be displayed when selecting securities.
9. Budget analysis function has been added to the Edit Budget dialog. This enables one to display the detail for the actual values listed on the Edit Budget dialog and edit the detail directly.
10. An option to "secure the payee" on a check by surrounding the payee field with "**" has been added.
11. The transaction memo field has been added to batch transactions. This enables the user to define the data required when automatically posting repetitive charges to a customer's account and can be used in other areas.

1.02.22 12-31-96

1. The ability to set accounts and payables/receivables to an inactive state has been added.
2. Double entry accounting has been enhanced including automating the year end book closing function.
3. System security has been enhanced so that multiple users for a set of books can be defined, each with their own password and data/function access restrictions.
4. If the master password is defined for a set of books, InCharge now keeps a log of users and their sign on/sign off dates and times. A function has been added to the files menu to display the log.
5. An audit trail of changes to selected fields in the system configuration is now maintained. The audit trail can be viewed with a function on the Files menu.
6. The Edit Stock Quote History dialog has been enhanced to provide quote adjustment for stock splits.
7. The Import Stock Quote History function has been enhanced to support multiple sources.
8. Budget years can now be deleted with Select/Delete Budget Year function on the Budget menu.
9. An additional transaction CSV import file format has been added which is a single record per transaction format including spread records. This format is intended for use when importing transactions from sources other than InCharge where the ASCII File Conversion Utility is used to convert the output of the source program.

1.02.21 12-1-96

1. A double entry accounting option has been added. This option provides for the addition of equity type accounts and a trial balance report to verify a set of books are in balance. This option compliments the general ledger, chart of accounts, and profit/loss reports add in version 1.02.20 and makes InCharge a full function accounting system for small businesses. Please be sure to read the new chapter in the on-line documentation on double entry accounting before implementing the option.
2. An ASCII file conversion utility has been added which enables the user to quickly convert ASCII delimited and fixed column files from one format to another. The user has complete control over the record fields converted including order, adding/deleting fields, converting from one date format to another, etc.
3. The liquidity report now has a number options allowing the user to select the sources of funds to be included in report.
4. The net worth report now allows the user to control the level of detail included in the net worth report detail section.
5. The chart of accounts report has been enhanced.
6. The saving of user changes to an InCharge dialog for fonts colors, size, and location is now optional. This can significantly improve performance if the user is satisfied with the default values. The option is located on the System Configuration dialog.
7. You now reset InCharge's dialog fonts, colors, size, and location back to the default values from within InCharge.
8. A Per Unit Valuation field has been added to each business inventory item. This field defines the inventory value for Net Worth, Chart of Accounts, and Trial balance reports. It is initialized to zero and needs to be set for each product item in the inventory.

1.02.20 11-1-96

1. The ability to set accounts and payables/receivables to an inactive state has been added.
2. Double entry accounting has been enhanced including automating the year end book closing function.
3. System security has been enhanced so that multiple users for a set of books can be defined, each with their own password and data/function access restrictions.
4. If the master password is defined for a set of books, InCharge now keeps a log of users and their sign on/sign off dates and times. A function has been added to the files menu to display the log.
5. An audit trail of changes to selected fields in the system configuration is now maintained. The audit trail can be viewed with a function on the Files menu.
6. The Edit Stock Quote History dialog has been enhanced to provide quote adjustment for stock splits.
7. The Import Stock Quote History function has been enhanced to support multiple sources.
8. Budget years can now be deleted with Select/Delete Budget Year function on the Budget menu.
9. An additional transaction CSV import file format has been added which is a single record per transaction format including spread records. This format is intended for use when importing transactions from sources other than InCharge where the ASCII File Conversion Utility is used to convert the output of the source program.

1.02.19 10-10-96

1. When displaying the account code for selection in a list box, the account name and number are now also displayed. This applies to all dialogs including the Open Account dialog.
2. The Open Account dialog has been completely redesigned. You can now specify which accounts are to be listed for selection instead of having all of them listed. While in the dialog, you can change the list criteria and the last one used will be the default for the next time the dialog is invoked. One option is the Short List which is a user specified list of accounts. Other options include selecting Full List, Current Asset, Checking, Payables, Receivables, Credit Cards, and Brokerage accounts.
3. The popup calendar has been enhanced so that the previous, current, and next month are displayed. The day of the month can be selected from any of the three months. The month with selected day becomes the current month on the display.
4. Dates can now be optionally entered in numeric format (e.g., for the USA format a date can be entered as MMDDYYYY, MMDDYY, or MMDD).
5. A function to generate a transaction to adjust the current balance is now available on the Balance menu on the Edit Transactions menu bar.
6. When listing securities for selection, the account holding the security is included with each security in the list.
7. The Edit Quote History function now allows you to change the ticker code for an entire group of quotes. You can also delete a group of quotes.
8. The link between a bill and its associated account can now be edited from the Edit Account dialog as well as the Edit Bill dialog.
9. New data file recovery functions have been added for bill, property, securities, insurance, and business inventory files.
10. Additional sections have be added to the on-line documentation.

1.02.18 9-10-96

1. The entire on-line documentation and help text system has been rewritten. Every section has been edited and enhanced, many new sections added, graphics added, and over 3,000 Hypertext links added.
2. A new Securities report has been added which gives a detailed history of all actions on a specific security including buy, edit, dividends, re-investments, splits, quote updates, sales, etc.
3. A new Budget report has been added which details by category expense and income through a user specified month.
4. You can now set a date range for quotes to be included in the Securities History report.
5. You can now set a date range for the Net Worth History report.

1.02.17 8-3-96

1. The Net Worth History file can now be edited.
2. The item selection dialogs for editing budget categories, bills, property, securities, insurance, and business inventory have been redesigned. A Clone function has been added to the dialogs enabling you create a new item by copying an existing item.
3. The Delete function has been added to the Mark Transactions dialog.
4. The Outstanding Transactions Report now has functions for adding, editing, voiding, deleting, and moving transactions.
5. The Adjust Account Balances dialog has been expanded and improved. You can set the account balance at the close of business on any date and have the current balance automatically adjusted. The dialog also now takes into effect the goal account balance. The dialog can now be invoked from the Accounts menu and Edit Account dialog as well as the Edit Transactions dialog as before.
6. A search function for budget categories, tax categories, and bills has been added to the Enter Transactions dialog's popup menu. This makes it much easier to find a specific category or bill when there are a large number of items.
7. Import and Export functions in CSV format have been added for bills on the bills menu.
8. A New button has been added to the second page of the edit bills function under the list box for Associated Accounts and Escrow Accounts enabling you to create the respective account at the time you create a new bill or loan. This means you can now create the entire payable/receivable whether you start with creating the account or the bill.
9. The edit default budget/tax codes dialog has been eliminated from the business functions dialog. Now you define default budget/tax codes on the Edit Company dialog for auto deposit of payments to a cash or checking account
10. The user can now substitute his own icon (.ICO file) or bit mapped (.BMP) graphics for the default ones used for the user defined buttons on the Main dialog. Also, the an unneeded user defined button may "removed".
11. The Dividend History file can now be directly edited for purposes of correcting tax report information.
12. VAT/GST taxes may now be printed separately from sales taxes on invoices. Also a new option is provided to collect sales tax on VAT/GST taxes.
13. An initial dialog can now be specified to be invoked when starting an InCharge session or opening a different set of books. Any of 112 major dialogs may be specified.
14. When recalling a "remembered" transaction, the budget category's default tax category will override the remembered tax category.
15. A dialog is now provided which enables you to view and reassign budget categories to groups. This makes it much easier to organize budget categories into groups.
16. Transaction, Property, Securities, Insurance, and Inventory Query parameters and Budget Report selection criteria can now be saved and later recalled for repetitive reports. As many different parameter sets as needed may be saved and recalled. Previously saved parameter sets can also be deleted when no longer needed.

1.02.16 7-12-96

1. Ten user definable buttons have been added to the main dialog. You can specify a function to be called directly when you click on each of the ten buttons.
2. An edit function has been added to the securities menu which enables you to directly edit the stock quote history file.
3. A notes facility has been added which enables you to enter, edit, delete, search, and schedule notes from any dialog. The facility is available through a dialog's popup menu.
4. The Transaction Query/Report Writer function has been enhanced so that only amounts for the base transaction or transaction spread are included in the total debits/ credits if that specific transaction or spread was selected. If the base transaction is selected, then its spread record amounts are not included in the totals. If a spread record is selected, its amount, not the amount of its base transaction is included in the totals. Amounts not include in the totals are display enclosed in ().

1.02.15 6-9-96

1. The main dialog has been redesign with a new "control panel" approach enabling direct access to all of the most commonly used functions.
2. Menu bars have been added to a number of dialogs which enables direct access to functions normally used in conjunction with the dialogs.
3. The Enter Transactions dialog has been redesigned to minimize possible transaction type errors when selecting a remembered payee.
4. A Rebuild Invoice File has been added for recovering corrupted invoice files.

1.02.14 5-23-96

1. A calendar has been added to the popup menu which can be used to enter the date in any date field. To access the calendar, with the mouse cursor on the active InCharge dialog, click the right mouse button.
2. The Bills menu item on the Enter Transactions dialog has been enhanced so that while in this dialog you can now create a new bill, select bills for payment, or display a bill's history.
3. You may now create and store an unlimited number of report formats (e.g., one for landscape printing and one for portrait printing). When printing a report, any of the formats may be selected.
4. You may now create and store an unlimited number of check print formats. You can print checks for any account which has one or more check print formats defined for it.
5. The number of secondary currencies supported has been increased from 10 to 99.
6. The credit balance (difference between the credit limit and current balance) is now displayed on the Enter Transactions dialog and Account Register report.
7. New fields have been added to the property record for model number, serial number, and warranty expiration date.
8. A reciprocal key has been added to both calculators.
9. Processing a batch transaction from the Enter Transactions dialog will now optionally update the scheduled processing date if the batch transaction had been scheduled for periodic processing.
10. Additional transaction information is now displayed on the Transaction Spread dialog.
11. At midnight, InCharge will update its version of today's date if it is running.
12. File structure for a set of books has been modified making it easier to synchronize the same set of books on two different computers. For more details, see the "How to" chapter, "Synchronize Books" section in the on-line documentation.

1.02.12 4-17-96

1. Popup menus have been added to all dialogs enabling direct access to many utility functions at any time.
2. Additional transaction types have been added for invoicing/billing/order entry.
3. Remembering of payees on the Enter Transactions dialog can now be turned on/off.
4. Enter transactions dialog now displays both the account current balance and the balance as of "today".
5. Power and percent keys have been added to the algebraic calculator.
6. Power key has been added to the RPN calculator.
7. When reconciling an account with an associated goal account, the transfer transactions to/from the the goal account are no longer displayed on the Mark Transactions dialog and Outstanding Transactions report.
8. When entering customer charges or preparing an invoice, processing has been expanded and generalized so that you can, for example, create an invoice for refunding an amount and associated tax.
9. Tax calculation for GST/VAT taxes on customer purchases has been rationalized to be consistent with tracking of taxes on vendor purchases.
10. Additional icons have been added to the main dialog for quickly accessing the business functions of order entry, billing, and invoicing.

1.02.11 4-1-96

1. Many button names have been change for improved usability.
2. Dialog context sensitive help text for many dialogs has been enhanced to give task oriented information.

1.02.10 3-31-96

1. A four function RPN calculator has been added as an alternative to the algebraic calculator. It can also be used with other programs or standalone. The calculator includes a tape which can be printed and supports data transfer with other programs via the OS/2 Clipboard.

1.02.9 3-15-96

1. A four function calculator has been added which is always available while using In Charge. It can also be used with other programs or standalone. The calculator includes a tape which can be printed and supports data transfer with other programs via the OS/2 Clipboard.
2. The Accounts menu import functions have been enhanced with a function to import the CompuServe credit card statement.
3. An new graphics style has been added for the Net Worth report.

1.02.8 3-1-96

1. A full graphical report subsystem has been added. When a report is displayed and it makes sense to present it in graph form, the Graph button will be visible on the report dialog. Clicking on the button will present the data in either line, bar, or pie chart form depending on which is best. The original report remains active and you can switch back and forth between the table graphical form of the report.
2. When editing budget data, you now have the options to view the edited data in graphical form while in the Edit Budget dialog.

1.02.7 2-22-96

1. A Goal accounts facility has been added to In Charge. These accounts are sub accounts to a regular account such as your checking account and can be used to dynamically "squirrel" away amounts that are intended for future specific expenses. When a credit/debit is posted to the regular account, you can optionally specify the funds are to go to or come from the goal account.
2. A paycheck batch transaction generator dialog has been added which makes it very easy to create the batch transaction and batch budget category required for processing a paycheck.
3. A corporate divestiture function has been added to securities management to process the split off of a part of a company to create a new company.
4. A corporate merger function has been added to securities management to process the merge of two companies into one.
5. You may now define a default payment account for each bill. When you pay the bill, In Charge will check to see if the bill has a default payment account. If it does and the current open account is not the same as the default account, it will warn you and ask if you want the default account used for paying the bill.
6. A transaction archive function has been added which enables you to store off-line account transactions which you not longer need to reference. This will free up disk space. Archived transactions can be later imported if you do need to reference them.
7. A large number of minor usability enhancements have been made to functions, reports, and dialogs.
8. Context sensitive help has been improved in a number of areas.

1.02.6 2-7-96

1. A "smart" default date capability has been added which guesses at what the statement date should be when reconciling an account. The default date is calculated based on the last two statements reconciled for the account.
2. A "smart" default bill due date capability has been added which guesses at what the due date for for a bill should be when using the Bill Update function.
3. Additional formatting options have been added for printing invoices. You can now optionally position the page number on multiple page bills. Also you can optionally suppress printing the customer name on the second and following pages of a multiple page invoice using the space for an expanded line item area.

1.02.5 1-30-96

1. The transaction spread function may now be used to allocate funds to multiple transfer accounts from a single transaction.
2. The transaction spread function may now be used to pay multiple bills with a single transaction.
3. Handling of XXX# type tax codes is now consistent.
4. Transactions in a batch transaction can now reference the account balance for purposes of calculating the amount of the transaction.
5. The securities query report now displays the capital gains that would be realized if the stock were sold on the date of the report for the current value.
6. Ease-of-use enhancements made through changes to button names for greater consistency.
7. On-line documentation enhancements in the "How To" chapter and other areas.

1.02.4 1-20-96

1. The Securities Re-investment function has been enhanced so that you may now create a new "lot" when re-investing in a security held by an account rather than merge it into the existing security.
2. The Securities Re-investment function has been enhanced so that you may now re-invest in securities held as certificates.
3. The Securities Re-investment function has been enhanced so that the re-investment may be entered as either a total amount or as a price per share.
4. The batch budget category facility has been enhanced so that you can now modify the transaction amount being spread for special situations.
5. In Charge now automatically spreads the components of a loan payment on the loan payment transaction. The interest, principal, escrow, and additional moneys are allocated to either the budget category specified on the transaction or the default loan budget category. The interest payment is also allocated to the default loan tax category if the loan interest has been marked as deductible. The interest payments now show up immediately on tax reports, you no longer have to wait until after a fiscal year has been closed.
6. The amount of a loan payment in excess of the loan's total payment amount is now allocated to either principal, escrow, or penalty fields. You specify where the excess payment is to be allocated in the loan record.
7. The time constraint on when to use the Start New Fiscal Year has been removed. Tax reports are no longer constrained by the fiscal year.
8. The Cash Flow Analysis report has been enhanced to provide more and better information.
9. The Tax reports have been re-designed to treat income and expense in a manner consistent with budget categories.
10. A Merge function has been added to the securities edit dialog which enables you to merge the security being edited into another with the same security code. This means that separate "lots" of the of the same security can now be merged.
11. A Split function has been added to the securities edit dialog which enables you to spit a security into two securities with the same security code. This means that two "lots" of a security may be created from one.
12. Tracking of VAT/GST taxes paid on purchases has been added when the small business functions are enabled. When posting the payment transaction for a purchase, you can now post directly to the VALUETAX account the amount of the VAT/GST tax.

1.02.3 1-2-96

1. When entering a purchase for a new item, you can now immediately add it to your home inventory by clicking on the Inventory button on the Enter Transactions dialog.
2. Previously, editing of Checkfree transactions was prohibited. Now the budget, tax, memo, and transfer fields can be edited.
3. A check box which limits a securities query to only those securities currently owned has been added.
4. When marking (reconciling) transactions, the subtotals for checks and other debits are now displayed.
5. When marking transactions, you can optionally enter the statement's beginning and ending balance and have In Charge validate the beginning balance and notify you when the ending balances match.
6. A new securities update function has been added which enables you to update the current price, name, and exchange code for all securities with the same ticker code.
7. An OS/2 command file has been included which will enable you to build the distribution diskettes if you receive the program electronically as one or more ZIP files.

1.02.2 12-27-95

1. New parameters have been added to the Check Format file which allow better control of printing check forms which are single sheet with 2 or more checks per sheet.
2. Check format "style" sheets have been added which contain predefined parameters and setup/reset strings for the most common single sheet/multiple checks per sheet check forms and printers. If you have one of the check form/printers supported, you need only select it to set up your check print format.

1.02.1 12-16-95

1. New transaction spread dialog allows one to view, add, correct, and delete all spread entries for a transaction at one time.
2. Support for ZIP201 added as an alternative backup program. This support is the same as fore PKZIP.
3. Subtotals for the major budget category when using subcategories have been added to the budget report for a selected month and spread by category budget report.

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