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Client Track User Guide (PDF) .............................................. Download (53.90MB) ............................................................................................................................................................................................ Major Upgrade I Minor Upgrades I Installation I New Features ............................................................................................................................................................................................ Major Upgrade Note : $149.99 for Initial Licence and $119.99 for each Additional Network Licence. Almost every year, we release a new major version which offers major functionality changes. This upgrade is optional and there is a fee to upgrade to our newest version from a prior version of Client Track. Version Windows 98SE, 2000, and XP Windows Vista Windows 7 (32, 64-bit) Client Track 5.0.490 Download Download Download Note : Included as part of your annual Basic or Gold Maintenance Plan. Minor Upgrades are small releases that we release do throughout the year which add minor functionality changes and enhancements to Client Track. These upgrades are often based on client feedback and are provided free to our clients. Versions Windows 98SE, 2000, and XP Windows Vista Windows 7 (32, 64-bit) Client Track 5.0.490 Download Download Download Client Track 4.0.390 Download Download Client Track 3.0.215 Download Client Track 2.0.120 Download Installation Step 1 Major Upgrade Choose type of platform your computer is running on and click Download. • If you want to install a new major version to replace the previous version, you must save   the new version of Client Track in same folder on (C:) Drive . (i.e. Client Track) • If you want to install a new major version but would like to continue using your previous   version, you must save the new version of Client Track to a different folder on (C:) Drive.   (i.e. Client Track 4, Client Track 5) Minor Upgrade Depending on which Client Track version you currently have, choose type of platform your computer is running on and click Download. • If you want to install a new minor release to replace the previous release, you must save   the new version of Client Track in same folder on (C:) Drive. (i.e. Client Track 5) Step 2 After download is complete, double-click the Client Track Setup file on desktop (.exe). An Upgrade Wizard window will pop up (Fig.1). Step 3 Fig.1. Upgrade Wizard Click Upgrade (Fig.1). When upgrade is done, click Ok. New Features   Client Track 5.0.484 • Substantial increase in the speed of Client Track. • HST compatible for changes in Ontario and British Columbia.   Client Track 5.0.462 • Time & Billing > Quick Entry (brand new) - a new quick entry wizard to give you   the abilty to quickly enter your time. • Time & Billing > List View > Quickly select dockets for specific clients that are ready   to be invoiced with an open list in this view. In addition, there are 5 options to choose   from at the bottom. • Appointments - In the "Add New Appointment" window, you can now add text in the   Appointment Display Text above and below what you have typed in the appointment name. • Appointments - In the "Add New Appointment" window you can now add Custom Info   to the appointment for additional information. Please see the last tab in this window. • Tools > Compress Data File Wizard (brand new) - If your data file is running slow,   follow the steps in this wizard to compress your data file. • Personal Clients > Employee Assigned > – On the General Info screen, you will now   see a display box on top right that will show you what employee is assigned to this client. • Personal Clients - When adding or editing a client, you can dynamically split and   combine main and spouse information for display in the lists. • Personal Clients > View List > We now have a totals column in the personal tax list   so you can see how many of each check box you have checked for your personal clients.   Client Track 5.0.450 • Improved Synchronization with MS Outlook - We have completely revamped the synch   wizard with Microsoft Outlook so that you have more option and flexibilty when transferring   your clients to Outlook. You can transfer any clients (business or personal tax) to any Outlook    folders including public folders. • Can import your clients' information from DrTax T2 and CANTAX T2 Plus into Client Track.   Client Track 5.0.442 • Aren't forced to enter a 'subject' for appointments, tasks and dockets anymore. • Can lock the dockets in the day, week, or month calendar views in the dockets   section for the user who is specified. • Can adjust the docket amounts as well as the docket times. • Can adjust a whole range of dockets with our new 'bulk' adjustment feature. • Can now specify a docket status to be 'WIP', 'Waiting for Approval', 'Ready for Invoice',   'Invoiced', 'Never Invoice'. • Can specify, for each task type, how you want the docket status's to be set when   clocking time to tasks and then closing the tasks. • Can specify a 'Bill To' client which is different from the client the time is recorded for. • Can group the invoice items by docket type to simplify the invoice for your clients. • Can click the 'Invoiced' icon in the docket list for any docket entry to see the invoice   that docket is allocated to. • More options in the 'Advanced Search' for the dockets to search for Supervising Partner,   Managing Accountant, docket status, etc.   Client Track 5.0.438 • Can create private appointments. • Includes a column in the task list which shows calendar date.   Client Track 5.0.436 • New custom tasks wizard that allows you to dynamically schedule your custom tasks,   specify day of month (i.e. 5, 17), the estimated time, and/or the employee assigned. • Custom Tasks Wizard will also warn you if you're scheduling a custom task for a client   that has the custom task installed. You can access this wizard under Custom Tasks   menu at the top and select Manage Existing Custom Tasks Wizard. • When replacing a user, you can now specify more options including rolling a new user   into another user's appointments   Client Track 5.0.434 • Can insert logo image in invoice template. • Can view method of payment in invoice A/R (Accounts Receivable). • Compatible with latest version of Profile T2 (Importing Clients' List).   Client Track 5.0.426 • Added invoicing section to view, delete, edit invoices. • Added ability to get reports based on client active status in the reports menu. • Improved the Docket locking feature. • Can search by user in time dockets list as well as tasks lists. • Added users, task type, supervising partner and managing accountant columns to the   time dockets list. • Added task type and estimated time columns to task list. • Added ability to change 'Estimated Time' in bulk to task list. • Added notes to both the 'Other Info' and 'Custom Info' tabs. • Profile T1 & T2 import - Progress indicator for loading and indicates empty list. • Added ability to specify estimated time and whether or not a task recurs next year   to all tasks and custom schemes. • Labels print in alphabetical order. • Improved popups. • Added progress indicators to adding tasks, adding/editing company, adding/editing contact.   Client Track 5.0.422 • Can set estimated time for individual tasks (Tasks > Tasks Calendar) • Can view total times in Time Docket (Time Dockets > List View)   Client Track 5.0.416 • Time & Billing with invoicing • Automatic Update Wizard • Create Tasks for Personal Clients • Calendar View for the Tasks section   Client Track 5.0.404 • Time & Billing Module • Additional Info > Client Options • Additional Configurations > Business Tab Options • Tasks List > View Info > Custom Task Fields • Tasks > Tasks Calendar

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