Most recent revisions first

• Rev 2.8.005 - June 2011



• New User Manual. Current with all new features
• New feature to export Budgets to spreadsheets
• New user-defined margins for custom documents
• Improved 1099 operating procedures
• 7 other improvements

• Rev 2.8.000 - September 2010



• Upgraded database to SQL Server 2008.net
• Disbursal Pro is now compatible with all versions of Windows from Windows 2000 to Windows 7
• (Must use Microsoft MSDE database for Windows 2000)
• Improved Inspection reports
• New ability to use Job Budget Categories as Inspection Categories
• Increased the maximum number of Inspection Categories from 40 to 120
• 13 other improvements

• Rev 2.7.005 - April 2010



• New multiple Lien Waiver types
• Automatic selection capability
• User can manually override the automatic selection
• Improved Inspection reports
• Max. report pages increased to 15 per Inspection
• Max. photos increased to 120 per Inspection
• Misc. operational improvements
• New direct Budget editing
• 5 other improvements

• Rev 2.7.000 - January 2009



• New multiple Source Funds
• Increased the number of sources for construction funds from two to five:
• Three separate Bank loans
• Two separate Personal funds
  (can be used as Bank loans)
• "Live" totals for:
• Total funds
• Interest
• Retainage
• Draws
• Remaining balance
• All itemized amounts are easily edited
• Smart Source Bank selection when making deposits
• New Two Payee Names on checks
• New Builder Retainage on disbursements
• Retainage defaults to a percentage setup by user
• Retained amount can be changed during check entry
• Job Retainage History with "Release" checkbox
• New "Builder Retainage" report
• New automatic IRS check garnishing
• Initiated by checking a box in Vendor record
• Defaults to 100% of check, but amount can be changed by user
• Garnishments are listed in the "Backup Withholding" report
• New automatic linking of Budget items to related Invoices during check entry
• 8 other improvements

• Rev 2.6 - December 2007



• Overhauled all 3-way Reconciling reports
• Overhauled the Job Budgets
• User operation procedures have been greatly simplified
• Now has total flexibility in how codes are used
• Budget codes from a one Job can be "merged" into another Job's budget
• Added ability to print the Lien Waiver to the second check stub
• Added a warning when making a Deposit into Escrow and there is more than $30 already in the Job's Escrow balance
• Added a warning when printing checks and there is still a balance remaining in Escrow
• Added displaying the previous Bank code in the Jobs Transactions History, (whenever Escrow Banks have changed)
• Added identifying the "Property Type" to Job entry screen
• Tied manually entered 1099's directly to the Disbursal Pro database
• 16 other improvements

• Rev 2.5 - August 2007



• New 1099 Production module
• Includes 1099 printing
• Includes merging for multiple branch offices
• Includes merging with manually entered 1099's
• Includes IRS electronic filing
• Includes 1099 corrections printing and filing
• New Remote office identification setup (for printing on reports)
• New ability to print non-MICR checks using MICR Security font
• New IRS Bulk TIN name matching
• 21 other improvements

• Rev 2.4 - April 2007



• New MICR check printing
• Includes custom MICR calibration program
• Includes assortment of MICR fonts
• Includes assortment of special Security fonts to print $ amounts
• New ability to "re-deposit" an amount back into Escrow
• New alert when entering checks and there are multiple vendors that have the same name
• New ability for Lien Waiver Returns to handle checks that have the same check number, but are issued from different Escrow banks
• New ability to globally rename an Escrow Bank code
• New "Multi-Escrow banks Jobs" report
• New "Job Source funds" report
• 11 other improvements

• Rev 2.3 - December 2006



• New Inspections progress/reporting module
• Fully customizable
• Construction categories percentages of completion
• Inspection History recall
• Worksheet printing-single and batch
• Photo management with thumbnails selection
• History and photos managed by data archiving and purging
• Added a {PageBreak} code for multi-page merge documents
• Added tooltip to display Bank Statement date when the mouse is over the Reconciling checkmark
• Added ability to export data to .CSV file for importing into an Excel spreadsheet
• New "Escrow Trial Balance" report
• 26 other improvements

• Rev 2.2 - September 2005



• New automatic Federal Income Tax Backup Withholding
• New recording archiving and purging utility
• Easy switching between current and archived data
• Archived transactions are viewable in Vendors Transaction History
• One button "unarchiving" for a selected Job and all related transactions
• New discrepency log to show differences in 1099 data between different offices
• New feature to verify backups by doing a Test restore
• Added a selection list for common reasons to Void a check
• Added ability to Transfer a Jobs unused Escrow Balance to an Escrow Adjusting account
• Added ability to save all reports to a .PDF file
• Added ability to edit a check in the Check Register from Reconciling
• Enhanced user control over Budget codes and Templates
• New "Potential 1099 Penalities" report
• New "Jobs Inactivity" report
• New "Transferred Orphaned Balances" report
• New "Tax Withholding" report
• 45 other improvements

• Rev 2.1 - October 2004



• New "Request for Disbursement" form printing from within Job
• New automatic Differential backups of live data
• Backup process is totally invisible to user
• New backups are made houry
• New "Blank Lien Waiver" form printing within Job
• New "Quicken style" Check register search
• New hyperlinking to items that are clicked on in grids
• New feature to globally change a Job ID#
• New Documents creation/merging program
• Multiple documents can be "chained" together
• New feature to allow selected records recovery from backups
• New Jobs selection via user-setup Hotkeys
• New Spelling corrections utility
• New "Jobs Current Escrow" report
• New "Disbursal Fees" report
• New "Jobs Master List" report
• 26 other improvements

• Rev 2.0 - March 2004



• Changed database from MS Access to MS SQL Server
• Changed installation program to InstallShield
• Changed all memos to be unlimited size and multi-line
• New feature to allow for Vendor Aliases (D.B.A)
• New feature to allow off-site reconciling
• New feature to edit Checks and Deposits from within Check Register
• New feature to provide Adjusting accounts for Escrow Banks
• New feature to merge 1099 data from separate offices
• New feature for adjusting Budgets
• New setup option to allow for automatic Budget creation
• New Nag screen reminders for 1099 processing
• New Bank Statement Unreconciling for a given month
• New single button Lien Waiver "reprinting"
• New button to transfer an entire draw from one Job to another
• New option to shut off printing Lien Waivers issued to yourself
• New option to allow user to overdraft Source funds
• New "Voided checks report"
• New "Missing checks report"
• New "Job Funds Available report"
• 44 other improvements