New Capability to Reprint JIB Invoices

One of the most-requested features of 1.80 is the ability to reprint a JIB. Our users let us know, and we responded. The OGwin JIB print process transfers owner JIB activity to Accounts Receivable and doesn’t allow reprocessing a JIB from the JIB system.

Therefore—in developing 1.80—we included a JIB print feature to the AR Invoice Print. This allows you to reprint a JIB, until it is reduced by a payment entry.

New Option—‘Close Deck’

Another new design feature in OGwin1.80 allows you to close decks. In both Revenue Deck Maintenance and Expense Deck Maintenance, we have added a field—“Close Deck.” When you click that field, the deck will no longer be available for use during entry of an AP invoice or Journal Entry for expense decks, and Purchaser Check Entry for revenue decks. The system will hold the deck in the database for viewing in revenue or expense deck maintenance.

Automatic Email—Its Time Has Come

Version 1.80 provides some advanced new options for automatic emailing. As a result, you can now email to selected owners --

· Revenue Summary Statements

· Accounts Receivable Summary Statements

· Joint Interest Bills

· Net Distribution Statements

Friendly Email Maintenance

Here’s how to define Email Maintenance for each company that will use automatic email.

Key Fields:

· Server

Enter the IP address of the email server. Test this address by clicking the test button to the right.

· User Name

The user name for your mail server is required only for special server configurations.

· Password

The password for the user name entered is required only for special server configurations.

For each statement to email, enter the following information on the appropriate tabbed screen:

· Return Address

The emails will be sent from this address.

· Subject Line

Enter the text for the subject line of the email.

· Body

Enter any text you would like to print in the body of the email. The actual statement will be a PDF file attachment to the email. You may enter the link for Adobe Reader in the email body, http://www.adobe.com/products/acrobat/readstep2.html . Adobe Reader is required to view the PDF file.

Blind Copy all reports sent to the return email address above. The blind copy checkbox will provide you an email record of the statements being sent.

Note: OGwin email does not automatically send copies of messages to the “Sent Folder.” To create a record of emails “sent,” check the “ Blind Copy” box.

Owner Maintenance for Email Receipt

For each owner to receive statements by email, go to the “Email” tab found in Owner Maintenance and identify the email address for each statement type. Also indicate whether to print the statement only, email only, or both.

Do not use the email address on the general screen of Owner Maintenance for automatic emailing. It serves only as a reference field.

Easy Setup for Emailing Statements

Each statement that allows automatic email includes the following box on the setup: “Send Statement emails immediately.”

Click the box to send email to owners formatted for email. All statements—except for JIB—give you the option to email. OGwin automatically emails JIBs.

Large statement processes will slow down your mail server. To minimize mail server slow downs, consider running the statements with emails during a time when no one is in the database.

OGwin will create a report showing each owner who received an email, and any email errors.

The recipient will receive an email with a PDF file attachment of their statement. Viewing the PDF attachment requires Adobe Reader software. The PDF is programmed to print on 8 1/2 x 11 paper. The page setup and page breaks may not be the same as OGwin.

To open the email attachment for viewing, some recipients may have to save the PDF attachment to their system.