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Improvements in Version 12

Text Box: Print All Reports A function to print eleven (11) important reports and lists at one time, i. e one after another without further operator action. These are the reports commonly printed at year end to provide to the client and to retain for audit purposes. So once a plan is completed for the year, all important reports can be printed together without having to print each individually. This is a very versatile function: before printing begins the user can quickly select all or just some of the reports to print. Transfer Investments A function to transfer (move) all or part of an investment from one client file to another without having to sell in one file and buy in the other, and without generating a gain or loss. This allows entering all investment transactions in one file and transferring all or part of their balances to any other file. This function saves much time and effort for ESOPs or any plan that distributes investments among participants. Export a Text File A function that exports TM data by creating a text file with each record on a separate line and fields within each record separated in one of these ways selected by the user: (1) with a comma, (2) with a tab, or (3) with fixed lengths. Any of these can be imported into Excel or other such program. Two types of data can be exported: account balances (fields: account number, account name, beginning and end-of-year balances), and investments (fields: idcode, name, beginning balance, purchases and sales for year, realized and unrealized gains for the year, ending balance, ending balance in units, and account number). Backup To A Floppy Disk A function to backup the active file quickly to a floppy disk. By keeping a backup disk always available in a floppy drive, the user can immediately create a backup for permanent storage with just one button click.

A number of reports have been updated and improved. In addition, the new functions listed below have been added. IMPORTANT NOTE: Technical support is no longer available for versions prior to Version 12.

We don’t anticipate any further upgrades to the program unless specifically requested by current users. However, if you have suggestions for improvements or new functions, please let us know.

Bug fixes (if any) and minor improvements will be provided at no cost to current Version 12 users.

This upgrade comes with our usual one year money back guarantee.

So if it doesn't serve your purpose, you may return it for a full refund.

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