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New Features in
ManagePLUS™ for QuickBooks,
version 2.0.1


ManagePLUS for QuickBooks

Revised: 09/29/08

Version 2.0.1 of ManagePLUS for QuickBooks contains the first significant set of new features added since the release of ManagePLUS 2.0. This article gives details about the new features and how to use them. 

The discussion below is intended for those who are at least somewhat familiar with ManagePLUS. If this doesn't describe you, you might prefer to start with an overview of ManagePLUS features and operation, which you'll find on the ManagePLUS for QuickBooks home page

Automatic Date Range Splits for Active Accounting Period Reports

Currently, most of the reports offered by ManagePLUS are based on the active accounting period, which is simply the range of dates (usually a particular accounting year, quarter, or month, etc.) you've chosen to work with for the purpose of entering data, getting reports, and so on. In earlier versions, if you wanted a report on just a portion of the active accounting period--say, the first quarter of the year--you had to specifically define it as an accounting period and select it as the active accounting period. 

But with the new ManagePLUS release, you can quickly and easily get reports based on subperiods of the active accounting period, such as days, weeks, months, or quarters, simply by making a menu selection to indicate the type of split you want:

Here's an example of a report for the active accounting period, by quarter. The report has four sets of columns, one set for each quarter in the active period, which in this example is the accounting year 2007. 

But suppose you really only wanted to see quantity information for each quarter, so that you could compare it more easily. In that case, you'd click on the report's Modify button:

Then in the Modify Report window, select just the columns you want to see; in this case, just the Qty1 (first quantity) column:

The result is a report showing just the Qty 1 column for each report:

There's a lot more you can do with automatic date splits of the active accounting period...this is just a sample.

Quick Reports

The new quick reports feature is strongly related to automatic date range splits, described above. Quick reports are simply reports in which automatic date ranges and specific sets of columns are pre-configured for you, so you can create a report which meets a common reporting goal with a single menu selection.

For example, suppose you'd like to create a report by month, containing just the Qty 1 column and any related columns (statistics related to Qty 1). You could do that with with a single menu selection:

The resulting report might look something like this. Note that there's a set of columns for each month of the period and that besides Qty1, a Qty 1 Avg. Price column has been added since that's a column related to Qty 1:

It's important to note that if none of the quick reports exactly meets your needs, they can still provide a convenient starting point for the report you want. That is, you can select one of the quick reports to quickly build the basic type of report you want, then use the report's Modify button to change column selections, etc.

Getting Started Dialog

For first-time ManagePLUS users, or if it's been awhile since you've added a new company file in ManagePLUS, it would be nice if ManagePLUS could provide a reminder of what to do first, next, and so on...

Well now you have it. The Getting Started dialog displays a list of basic steps for getting started with ManagePLUS, and it displays automatically whenever you add a new company file in ManagePLUS. Further, ManagePLUS will display this dialog each time you open a company file until you tell ManagePLUS not to show it any more. So the information will be there as long as you need it to be.

Note that each item in the list is highlighted in blue. Each of the highlighted items is a direct link to a topic in the ManagePLUS Help system, so you can click on any item in the list when you want to know more about it. Also the Getting Started Dialog is a "stay on top" window, so it always shows above all other ManagePLUS windows when it is open--you can't accidentally hide it without intending to.

Other Fixes & Enhancements

Besides the major features described above, many internal improvements, bug fixes, and feature enhancements are part of this new ManagePLUS release. Here is a partial listing:

  • Help system corrections, improvements, and additions, including new topics.
  • "Select All" and "Select None" buttons added in the Modify Report dialog.
  • Report generation logic is now "smarter", so reports often display faster when you change column selections
  • Several internal improvements enhance overall reliability.
  • Improved several user messages for better explanations/more user-friendliness.
  • Minor bug fixes.


Want to know more?

Visit the ManagePLUS for QuickBooks home page where you will find detailed product descriptions, videos, report examples, and more.

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