SettsPlus - Previous Release Notes

Previous Release Notes

Important:These release notes are for earlier versions of SettsPlus and are no longer updated.

Important: Information on Fee Changes, Click Here

Release 2.2.0 (Build 116) - Released 20th of July 2017

Clear the regional water fields and strata when property no longer strata or regional. Vendor balances is incorrect for there are partial funds to transfer to a purchase – 867
Fixed some problems in diary and save the display state to registry and added option to not print deleted entries – 862 Fix reports that were showing archived entries that had been restored – 871
Fix new files report where added a repcode, no entries were printed, even though there are some – 863
Make sure individual flag is false for local authority – 868
Some fixes to Pexa Projects for Lot Numbers – 873
Balance Sheet – fix PEXA totals displayed
Option for PEXA Fee (attending) to be in/out service amount – 869
Bug fix for F2 look up for extra charges needs to be linked to the Payee Line – 866
Edit mask incorrect in Contract Sales finance details page – 868
Display Build number on top line of Setts+ - 860
Fixed checking the return value for GetStatus() command – 864
Display Cheque/receipt printer name in printer setup screen – 876
PEXA Office account name in Admin Setup screen
Fixed loadletter so .txt and .doc are recognised as a valid field type – 870
New Client Authorisation Form – 879
First Title Premiums for Strata and Vacant Rural Properties - 880
Removed Encryption of docs that were causing Antivirus problems – 881
Removed Word version check for earlier than Word 2007 - 882
Fix to shire percentage value, changes not calculating a correct buyer value - 887
ATO Clearance Certificate Amount - 888,889
Added support for Crown Land Record (LR prefix) - 890
Check page orientation when priting in Sett Viewer - 891
Fixed Multiple Title issues in letters - 893
Paramater changes when starting SettsPlus from named Database - 895
Force Reindex after reading in new Postcode file - 896
Release 2.2.0 (Build 115) - Released 12th of May 2017

Fixed bug in Termite Reminder Agenda Item when acting for Both (856)
Fixed bug when not allowing item to be entered in Balance sheet (857)
Re enable Archiving (858)
Fixed bug in autopayments where cheques not being prnted (859)
Release 2.2.0 (Build 113 - 114) - Released 5th of May 2017

Fix pexa fee when costs are split (835)
Don't reissue cheques when cancelling if manual cheques (840)
Save contract date details in Agenda (841)
Allow a blank Contract Date in case it is a represented party deal and there is no contract (842)
Fix AutoJournal/Autopayments to work with manual cheques (843)
Allow new characters in Pexa preverified account as per PEXA's March update (844)
Check the can open database file correctly to read Duty days (845)
Added Bundle ID to Property New Files report (846)
Some updates to PEXA Projects options (847)
Added the PEXA Subscriber ID to Third Parties if they are registered for PEXA (847)
Allow RealEstate and Starta compies to set Sect 43 Fees (851)
Release 2.2.0 (Build 112) - Released 9th of March 2017

Added Ref Number column to Present Via List in Trust (495)
Removed Agenda Items when change who Acting for (728)
Store the CAF form with client name instead of generic pdf name (778)
Remember the selected scanner (775)
Make sure incorrect characters stripped from pexa text file (779)
Added support second agent for development where selling and listing agent is different (782)
Added extra vendor real estate company (783)
Fixed bug where admin screen not displaying properly (788)
Fixed bug when creating Pexa upload file for company clients (792)
Modified Notepad to stop corruption when two people dragging to same file at same time(795)
Updated First Title Premiums (797)
Fixed bug where GST not added to balance sheet for Non PEXA (798)
Save the quote before Generating Letter (799)
Check date of cheque/eft before cancelling (800)
Speed up quote load (801)
Added IBA Mature Date (803)
Increased some column sizes in present grid so not truncated (805)
Print receipts with date or receipt not date of system (806)
Fixed bug where the Extra Rates screen would not close properly (807)
Fixed bug in quotes where display was in wrong order (814)
Override scanner settings and make the scan A4 size
Allow IBA bank account details to be changed (809)
Release 2.0.51 (Build 51) - Released 7th of November 2016

View ledger – Print IBA details if displaying IBA screen
Quote - Retain the Stamp Duty and Registration Fee when there is no purchase price
End of month – Fix report heading of Daily Logs.
Trust logs – Fix headers of the reports and default to filter on “All on file” or “Date range” depending on the option for printing daily logs ie. daily or as part of the end of month.
Trial balance reports – Correct the iIBA Headings
Release 2.0.50 (Build 50) - Released 22rd of September 2016

Fixed EOM Trial balance report to only show those with ledger balances.
Fixed EOM Reconciliation report to show total of a all IBA.
Only calculate Stamp Duty, Settlement Fees in Quote system if there is a purchase price.
Allow user to amend the settlement fee in Quote system even if there is no purchase or selling price.
Allow IBA ledger to be printed from the "view ledger" screen.
Fixed issue with overriding previous saved PDF documents when editing a previous saved word document.
Release 2.0.48 (Build 48) - Released 23rd of August 2016

Increase rep code to 6 characters
Improvement to Interest Bearing Account (IBA) including entry of Tax File Number
Add Office Of State Revenue Bundle ID
Remember last search criteria
Delay Settlement Report to include Referby 1 and 2
New FileReport to include Referby 1 and 2
File StatusReport now includes the settlement date
Hide the discount is now the default in Fees and duties section.
Display Bundle ID and EAS2Number in current file list
More autojournal options
EFT has provision to enter BSB and Account
When cancelling a receipt save the current date in the log receipt report
Add the new EOMReconcillation facility - Information to how to switch to this will be released later.
Printing of account logs to work with both the old and new EOM
Bank reconciliation to work with both old and new EOM
Improvements to how receipts and cheques are printed
Printing of trail balance works with old and new EOM
Printing unpresented list works with old and new EOM
Add to user setup option to remember last search and default to all search
Generate the correct number of days for penalty interest
Ask if the Australia Post VOI application is to be printed.
When entering Street Name, StreetType in Seller/Buyer/Company/Client screen convert the first letter to upper and the rest in lowercase
Defaulted the buyer and Seller Statements to 2016 from the Menu - If you want to revert back to the pre 2016 statements then please contact our support staff for assistance.
Release 2.0.27 (Build 36) - Released 9th of March 2016

Fixed problem updating Local Authority (644)
Fixed bug where saved property search type sometimes defaulted back to Ref (658)
Updated First Title premiums (659)
Fixed bar code error in Aust Post 5 digit numbers (660)
Check License date before saving (661)
Release 2.0.26 (Build 35) - Released 5th of January 2016

Fixed problem where EFT not printing PDF second time(611)
Fixed bug where notepad not closed properly in some situations.
Fixed DOB in client screens to be saved properly(621)
Make sure the LastDate field in ledgers is written correctly (622)
Fixed problem where opening PDF's on appdata path stored on network/NAS drive (626)
Updated Client CIV text (632)
Added support for new Aust Post National VOI form (633)
Added Pexa Client Authorisation Form (634)
Updated GlobalX Title Search for new GlobalX website (635)
Updated Stewart Title Premiums (636)
Do not reset estimates when the contract price and/or GST has changed (639)
Release 2.0.24 (Build 33) - Released 7th of September 2015

Changed text on date pop up box in Trust Present to make it clearer (579)
Added new land tax fields and calculations (580) (Click Here For Video Guide)
Fixed up search options in searching for files – set in Details > Edit User Options or via SettUser (581) (Click Here For Video Guide)
Fixed Stewart Title documents and made sure they use conveyancers full name (583)
Added Date of Birth for clients to client grid, buyer seller screens (587)
- How to include Date of Birth signing clause on appointments. (Click Here For Video Guide)
Fixed bug in when cancelling IBA cheque it sometimes only cancelled dollar amounts (589)
Leave the PDF document list screen up when opening saved pdf’s (590)
Added reminder when End of Month done to click OK to confirm rollover (591)
Updated the Australia Post PDF form (592)
Added check for Word 2016 (593)
Increased size of Before and After phone numbers in Buyer/Seller screens (595)
Fixed the stamp duty description in the Quote letter (597)
Added field to set Busselton Water Board Annual Charge (598)
Increased font size in Stewart Title forms (599)
Fixed notepad to display correct Reference/Matter in column header (600)
Fixed Fees & Duties page to make sure Agent GST could not be minus (601)
Fixed auto journaling overwriting log dates (603)
Fixed Signing Clause for Sole Directory and Sole Secretary (604)
Updated Stewart Title Commercial insurance premiums (606)
Fixed Change Property search to work with Business Settlements (607)
Updated GlobalX Search addon for new GlobalX page (608)
Fixed problem in Present where dates not being checked correctly (609)
Release 2.0.22 (Build 30) - Released 11th June 2015
Fixed Land Tax as it was not updating until the Enquiry fee had changed (569).
Pop up date box when selecting first entry in Present Via List screen (570)
Release 2.0.21 (Build 29) - Released 5th June 2015
Minor change to fix build date.
Release 2.0.20 (Build 28) - Released 21st May 2015
Create a merge field in letters for the reps email, phone and details for merging (548)
Added broker code and name to mortgage screen (551)
Display a warning message if the property is strata as stewart title has different fees (552)
Add option to lock stamp duty fees (553) (Click Here For More Info)
Add class description for Broker and Source in loadletter (554)
Show bank email address on bank cheque list (555)
Add seller broker in mortgage screen (559)
On servers with multiple cheque and receipt printers allow to print them in different locations dependant on company codes (560)
Present via list date changes (561)
Added flag to allow user to lock stamp duty, and log stamp duty locks to notepad, and they can't be deleted (562)
Release 2.0.19 (Build 27) - Released 22nd April 2015
Save the Client Details csv to user defined location (503)
Fixed bug in Balance Sheet where pressing F1 and then doubling refnumber was resetting overall ref num (506)
Allow auto journal/payment if file has been cancelled and there is a balance (507)
Fixed enquiry fees and gst to not update unless the tax code or the enquiry fee has changed (508)
Check date format is correct when presenting via csv (510)
Fixed bug where if webservice can't connect, it lets user know and doesn't use bad date (511)
Fixed bug where Rep details not merging correctly in letters (512)
Split very large pdf reports into separate reports so pdf creator can cope (513)
Fixed bug where view current ledger csv save not saving all entries as defined by filter dates (514)
Fixed bug in Tafe/COIT version with locking (516)
Added search function to the Auto Journal/Payment screen (518)
Devised new way to check users app directory exists as some company IT policies restrict access to full path (521)
Fixed problem with Stewart Title email (522)
Fixed managers report to display fields correctly (524)
Display email etc on third party screens and csv reports (525)
Fixed bug where the link to PDF header file was being forgotten (527)
Fixed auto calculation for title insurance for survey strata and land with strata (528)
Fixed display of currency fields in quote to be formatted correctly (529)
Added extra fields for cheques to show additional data if required (530)
Added new Source type (I) in Third Party list for referals (531)
Made sure the reference number was not blank (532)
Format the currency fields in View Current Ledger to split into 1000's (534)
Greyed out non existing documents in notepad so can't open (536)
Changed the Bank Cheque List report font size and put amount in uppercase (537)
Added option to search for Level 4 printers if required via registry called PrinterSearch (538)
Use the DOCPATH to know the document path if there, otherwise the registry doc path (539)
When opening notepad or notepad files, check that the network drive is available (PR 541)
Make the company email and mobile numbers available for merging (PR 542)
Added check to not allow future dates in the contract dates (543)
Default Stewart strata to include land (PR 545)
Remove buyer to occupy when property type is primary production land (546)
Release 2.0.18 (Build 26) - Released 6th January 2015
Fixed bug in diary
Fixed locking error that could occur in Present
Fixed text messages displayed in Present
Release 2.0.16 (Build 24) - Released 24th November 2014
Fixed UNC paths for printers and shared drives (465)
Added clear button to remove pdf headers in Sett Viewer (469)
Fixed display in view current ledger where more than 100 entries not showing each page correctly (470)
Moved margins down for PDF's in landscape mode (471)
Added new Australia Post VOI form Increased GST/Amount fields to allow upto $99M (472)
First Title and Stewart Title Forms (474)
Inbuilt Title Insurance Rates Creation (474)
Fixed PO Box names to allow P.O. Box and P O Box (475)
Fixed bug in Diary where old records not deleted correctly (476)
Fixed bug in Rates screens where swapping from acting for buyer to both (477)
Added number of new fields to load letter (478)
Added support for mtech letters for M calculations (479)
Fixed bullet points in MTech letters (480)
Increased the repcode field size (481)
Fixed bug where Adding new property address defaulted to old format if no postcode entered (482)
Fixed bug where client suburb/address details incorrect if not WA (483)
Allow match on partial company codes in reports (484)
Allow the date to be set for IBA reports (485)
Fixed date in Trust print (486)
Fixed bug in Buyer-Seller screen that could kill screen if add button clicked and not acting (488)
Added section to Archive yearly report to keep track of business settlements (489)
Upgraded some PDF functions (491)
Fixed date sited in CIV screen as missing year (492)
Fixed UpdateAddress Format screen to show postcode correctly (493)
Fixed problem when changing ref numbers in some formats (496)
Changes to subdivision (497)
Added Balance of Commission field to load letter fields (499)
New Landgate Documents (500)
Increased font size in Bank Cheque List (501)
Release 2.0.15 Build 23 - Released 14th July 2014
Fixed bug where Plant and equipment not used in calculating stamp (447)
Fixed bug where Letter Information didn't allow adds (454)
Fixed bug where some MTech letters have text in two different fonts (455)
Additional Loadletter merge fields (457)
Default search option set to All for former Mtech (458)
Fixed bug where Client VOI grid was showing entries twice (459)
Fixed small bug in DateControl edit (461)
Fixed bug in stock displaying 0.0 and not 0.00 in Contract Details pages (462)
Added more tests to allow user to access trust functions (463)
Release 2.0.14 Build 22 - Released 10th June 2014
On first install, set the printers to the default printer (409)
Fixed bug where MTech journals not setup correctly at start of month (417)
Format the address line to include "," after unit number (419)
Fixed problem where third party individuals acting for themselves (420)
Added dialog box to add expected word mergefields (421)
Sped up grid updates in client/third party screens (422)
Fixed bug where date dropdown sometimes disappears (423)
Added client VOI details dialog to fron ribbon (424)
Fixed next file number where reporting a duplicate (425)
Fixed bug in Quote report where nothing was being printed (426)
Retain the last search type in search current file (427)
Allow hand written cheques to be assigned any number (428)
Allow sub division copy for former MTech users and set inactive flag to false (429)
For Business Settlement allow user to switch screen if goodwill+plant & equip + stock is $0 (430)
Do not allow journal if the credit and debit ledgers are the same (431)
Fixed bug where receipts showing incorrect text (432)
Fixed bug where codebase error being reported incorrectly stoped file access (433)
Fixed bug where sometimes the quote settlement fee is changing when stepping out of the fee section (434)
Added new first home buyer table as per WA 2014 budget (435)
Fixed bug where Present from CSV report truncates the line with the balances (436)
Fixed bug where third party individual was losing some information (438)
Changed Held in Trust text to Held In Trust Payments (439)
Include PropertyType in mergefiled list for letters (440)
Remove uppercase conversion for Mtech letters (441)
Fixed display of loadletter version number (442)
Fixed bug where csv report crashed from settlement book (443)
Fixed bug where contract page amounts sometimes showed negative sign (444)
Print second page of balance sheet (445)

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