RTO Pro Information > Corporate Edition Revision History

Corporate Office / Corporate Office Revision History

Update No. 1.7.130 3/1/2024 RTO Pro Corporate Edition / Corporate Office

•Daily Management Report now displays cancelled agreement counts in the database section. Ver 1.7.131 4/8/2024

•The Agreement Analysis Report and a few other reports had the wrong file name on the export file when exported and attached to an email, this is fixed. Ver 1.7.130 3/1/2024

•Change for new fields added in RTO Pro 1.7.120 6/9/2023

•Fix for Excel export issues after Windows update. Ver 1.7.78 11/2/2017

•Changes made for Metro2 credit reporting capability at store level. Ver 1.7.76 8/16/2017

•The Daily Management Report now has "Average Remaining Months: This is the average remaining months (months to pay til contract reaches full term), for the following OPEN contract types: R,L,G,O (RTO, Lease, As Agent, Other)." Ver 1.7.75 4/26/2017

•The Retail Sales Report will now display cost and total cost of items sold, same as the retail report at store level. Ver 1.7.69 10/8/2015

•FTP functions changed to RTO Pro Web Services. This includes retrieval of the End of Day reports and transfer file syncs. Ver 1.7.53 4/17/2013

•Changes were made to sales tax report to match changes made at store level software. Ver 1.7.52 3/26/2013

•Inventory report will now give you the option to choose from all possible statuses instead of grouping together statuses like "Charge Off", "Skip". Ver 1.7.51 3/25/2013

•Agreements with Club has been added to the Daily Management Report. Ver 1.7.48 2/7/2013

•The Daily Management Report will now run for the newest date data has been retrieved from your stores. For instance if today is 6/2/2012 but the newest data you have from your stores is 6/1/2012, the report will be ran for 6/1/2012. Ver 1.7.31 6-26-2012

•The Daily Management Report now has a check box beside the button that you can check if you want each store to be on a separate page on the report, with it unchecked the report would be a 1 page total for all stores selected. Ver 1.7.29 5-4-2012

•The Inventory Transfer report can now has a check box to display the "Corporate Cost" instead of store cost(if you have corporate cost enabled in store setup). Ver 1.7.27 4-26-2012

•Inventory inquiries can now be done by inventory description, similar to how it works at the store level. Ver 1.7.22 3-21-2012

•"Agreement Analysis Report" has been added to the Revenue Reports Menu, option E. Ver 1.7.19 2-19-2012

•In Store Setp under the "Other Settings" tab there is now an option to report an exception for inventory model, serial, vendor and category changes that are made at the store level. Note these fields are always updated to match the store records whether they are reported as an exception or not. Ver 1.7.18 1-13-2012

•The Performance Report now has a row to separate remote payments (payments taken at or for other stores) from other petty cash payouts. Ver 1.7.18 1-13-2012

•The Inventory Transfer Report can now be exported to Excel spreadsheet. Ver 1.7.11 9-27-2011

•The Inventory Purchase Order Fill screen now has a model number search box, when you type a model number here the row with a matching model will be selected in the list. This is useful in finding the correct records when you have lots of PO inventory items. 1.7.10 8-16-2011

•The depreciation report now has an option to put all retired inventory into 1 sheet in the Excel export file instead of a separate sheet for each status. Also there is a new column "Accumulated Depreciation"(cost - RBV) in the Excel spreadsheet now. Ver 1.7.9

•Red enabled in report viewer (for EOD reports from the store). Ver 1.7.7 8-5-2011

•If you have your settings to not report inventory agent discrepancies, date received discrepancies will not be reported either (for store that change date received to date received in store instead of when received at warehouse). Ver 1.7.7 8-5-2011

•You can now run a petty cash only report from the revenue summary report screen. This will report petty cash payout info only, it can be ran as a detail where each petty cash payout will be listed or a summary which will give total by category only. Ver 1.7.5 7-24-2011

•Saved depreciation reports will now use the same naming convention as store level. ""YYYY-MM 'agent name' 'tax or book'". Ver 1.7.2 7-13-2011

•Print utility (F5 from main menu) has been redesigned so it now displays past depreciation reports so they can be re-printed, displayed etc. The saved Excel files are also listed and can be opened directly from this screen if you have Excel installed. Ver 1.7.2 7-13-2011

•Inventory inquiry and inventory reports now have options to include or exclude "pending" inventory. Ver 1.7.1 7-11-2011

•Changes made for multiple payment forms and partial credit card approvals. Ver 1.7.0 7-7-2011

•Changes made for serial number 30 characters and description 250 characters. Ver 1.6.0 6-3-2011

•Custom SQL String reports can now be run from Corporate/Corporate Office. It is option "D" in the revenue reports menu. Press F1 while that screen is displayed for more info. Ver 1.5.15 11-19-2010

•RTO Pro Corporate Edition / Corporate Office now has a built in utility to download updates. You will enter your account ID the first time you use it and will never have to enter a password again. Call to get your companies Corporate account ID. Ver 1.5.6 10-15-2010

•The Daily Management Report will not include Club Only agreements in the agreement count now. Ver 1.5.5 10-10-2010

•Changes made for the Central Server Edition of RTO Pro, including sync function to be able to sync records with the Central server version of RTO Pro. Ver 1.5.0 10-1-2010

•The Performance Report will not include Club agreements in the total contract counts or the overdue contract counts now. Ver 1.4.77 10/7/2010

•The Retail Sales report will now flag items marked as non-taxable with a "*", the same as the retail sales report through RTO Pro. Ver 1.4.76 10/6/2010

•Daily Management Report has been added to RTO Pro Corporate / Corporate Office. Its can be found on the revenue menu. Ver 1.4.69 6-13-2010

•You can now receive (fill) previous purchase order requests at Corporate Office now. You will be able to fill in the cost, corporate cost if you use it, serial number and retail. If the PO is in a stores inventory a transfer file will be created to update the record in the store data, the transfer file can be sent via FTP sync. Ver 1.4.64 4-13-2010

•Redesigned the inventory and customer selection list pages with a free scrolling grid. Pulling the list will be much faster as only 132 records will be pulled at a time with more records pulled as needed as you scroll through the records. Ver 1.4.64 4-13-2010

•Added the following depreciation types: MACRS 150DB HY Convention, MACRS 150DB MQ Convention and MACRS 200DB HY Convention with 50% Bonus depreciation. Ver 1.4.61 3-19-2010

•You can create purchase order inventory at Corporate Office now and automatically create transfer files that will be sent by FTP to the store(s) the order is for. Ver 1.4.55 3-1-2010

•When processing end of day files from stores there is now an option to display all EOD reports together. This is the default option now instead of printing. They can be printed from the display screen, you can also set it to automatically print instead of display in Store Setup under the "Processing Options" tab. Ver 1.4.44 2-8-2010

•Lifecycle export function added to the Customer Menu. Ver 1.4.38 - 1.4.43 2-8-2010

•ACH deposits have a separate row on the performance report now. Ver 1.4.37 1-29-2010

•For Inventory reports "Turns Layout (X cost)" has been added as a layout option. Note this is only available when "Use master Inventory" from the select stores form is unchecked. Ver 1.4.36 1-28-2010

•Days late when closed has been added to the contract transaction report as well as the customer listing report for closed contracts. Idle days has been added to inventory report for stock inventory (days in stock since last rental return). Ver 1.4.36 1-27-2010

•The depreciation reports will now have the breakdown for end of life depreciation items (inventory that has fully depreciated because they reached the end of their depreciation term). Ver 1.4.34 1-22-2010

•You can do inventory transfers from Corporate Office now by Internet FTP the same as through RTO Pro now. Ver 1.4.33 1-20-2010

•You can customize the overdue date ranges that print on the performance report and the overdue customer list now. This is setup in store setup under a new "Other" tab. Ver 1.4.32 1-15-2010

•Added "Float" (rent $ past due, the amount of rent that would be collected if all overdue accounts paid up to today) has been added to the performance report. Ver 1.4.28 1-7-2010

•The depreciation report will now create an Excel spreadsheet with all the inventory being depreciated in it. It will contain separate sheets for normal depreciation as well as sold, paid out and charge offs. After the depreciation report is ran the spreadsheet will display in Excel automatically. Ver 1.4.27 12-10-2009

•The report viewer has been changed to the same as RTO Pro, it now has the ability to export and email reports in Excel and HTML formats. Ver 1.4.27 12-10-2009

•Inventory transfer out but not in report was displaying the last transfer in date instead of the transfer out date. Fixed Ver 1.4.23 10-28-2009

•Inventory Transfer report has been added to Corporate Office. You can also check a box when running depreciation to have a transfer report attached to the depreciation report automatically. Ver 1.4.22 10-15-2009

•Active inventory counts and totals have been added to the depreciation reports at Corporate Office, it will print each stores totals and the company total for all inventory still company owned (stock, rented, leased and loaner). Ver 1.4.13 9-19-2009

•Time clock reports can be ran at Corporate Office now. Ver 1.4.9 9-11-2009

•Data fields added to databases and other changes made for new features in RTO Pro. Ver 1.4.0 - 1.4.8

•Changed were made to enable remote payment capability at stores. Ver 1.3.53 8-16-2009

•You can run inventory reports by status "DELETED" now. Ver 1.3.49 7-22-2009

•Improved processing of end of day reports from stores. Ver 1.3.49 7-22-2009

•You can now depreciate using the "Income Forecasting Depreciation method". Ver 1.3.43 7-14-2009

•When the overdue customer list is ran as a summary report it will have multiple stores on the same page now. Ver 1.3.40 5-21-2009

•If you try to process a complete data set while another Corporate Office user or another instance of Corporate Office has the data file for that store open the system would crash, this has been changed to notify you that the file cannot be processed until other users are out of the system. Ver 1.3.39 5-5-2009

•You can now view, edit and receive inventory with individual pricing, the same as through RTO Pro. Ver 1.3.38 4-29-2009

•Report viewer has been changed to allow multi page scrolling the same as RTO Pro. Ver 1.3.31 3-25-2009

•Enhanced many reports to match reports in RTO Pro. Also made changes for new database used at Corporate Office and RTO Pro. Ver 1.3.0 to 1.3.30 February and March 2009.

•Changes made for compatibility with version 5.2.185 of RTO Pro. Ver 1.2.84 10-14-2008

•Added Inventory Vendor to Corporate Office in Inventory Inquiry / Maintenance and also receiving. Ver 1.2.83 9-15-2008

•Changes made for compatibility with changes in RTO Pro. Ver 1.2.80 8-7-2008

•Contract Transaction Report added to Corporate Office. Ver 1.2.79 7-19-2008

•Total rent paid to date for contracts opened during report date range has been added to the Performance Report. Ver 1.2.78 7-17-2008

•Club export functions were changed to Benefit Marketing Solutions specs. Ver 1.2.77 7-15-2008

•Date range text boxes for reports were changed to the same type date boxes as in RTO Pro with the improved calendar that you can choose a date range with. Ver 1.2.77 7-15-2008

•When processing store data if an item has a different cost at Corporate Office vs store and the difference is less than a penny EG 20.00 vs 20.001 it would generate an exception but the amount displayed would be the same as it would only display to the penny, this has been changed. Ver 1.2.75 7-2-2008

•The Corporate Office Backup program now has a restore function that can be used when moving Corporate Office to a new computer. Ver 1.2.74 6-28-2008

•The overdue customer list was not displaying correctly if you ran it as a summary for multiple stores (over 5). Fixed Ver 1.2.74 6-4-2008

•The Corporate Office FTP program will now retrieve IIF files by FTP if they are sent separate from the normal End of Day files from the stores and it will combine multiple IIF files for multiple stores / dates into 1 file that can be imported in just one import function in QuickBooks. There is also a delete button you can click in the Corporate Office FTP program to delete the IIF files after they are imported in QuickBooks, this prevents you from accidentally importing the same file multiple times. If the IIF files are included in your normal End of Day files they will be combined when the stores files are processed in Corporate Office. Ver 1.2.72 4-28-2008

•If your stores are setup to create IIF files to import deposits into QuickBooks the IIF files from all stores will now be saved in the "C:\RTOho\IIF Files\" folder for easy access to all files. Ver 1.2.71 4-18-2008

•In Setup in Corporate Office there is now a setting to default all reports to display instead of print. They can be printed from the viewer. Ver 1.2.71 4-18-2008

•If your stores use tax zones and did not have the city and county rates filled in it would generate an error when running the Tax Report from Corporate Office. Fixed Ver 1.2.70 4-18-2008

•Changes made in Corporate Office for ACH in RTO Pro. Ver 1.2.69 4-16-2008

•Performance report now prints "Rental Income for Payoffs" and "Rental Income -Payoffs". Payoffs would be any money taken during a contract close. Ver 1.2.69 4-16-2008

•Floor Plan Agents will now be displayed for inventory during transfers out and also print on the transfer report. Ver 1.2.67-1.2.68 4-11-2008

•If you have the network version of Corporate Office and were on a workstation the floor plan agent list would not display on the inventory report screen. Fixed Ver 1.2.67 4-11-2008

•Added checkboxes to "Skip ALL Non-Serialized" and "Skip Non-Serialized with 0 Quantity" to the inventory reports. Ver 1.2.66

•When doing Inventory Transfer from Corporate Office you can now email the transfer file through the RTO Pro SendMail utility. Ver 1.2.65 3-18-2008

•Contract Markup Report has been added to Corporate Office. Ver 1.2.64 3-13-2008

•Further enhancements to processing data from stores that have not upgraded to newer versions when their Corporate Office has. Fixed the following conditions: If you upgrade Corporate Office after a upgrade with data changes and a store does not upgrade, they then send you a complete data set, then the store upgrades and sends a normal data set. Previously this would cause an error during processing. Ver 1.2.63 3-3-2008

•The customers cell phone and other phone #'s will now be displayed at Corporate Office on payment and customer inquiry screen. Ver 1.2.62 2-28-2008

•If you entered an address longer than 25 characters in Store Setup it would generate an error. This has been changed to only allow 25 characters or less to be entered. Ver 1.2.61 2-21-2008

•Updated Corporate Office with new version of custom controls for compatibility with RTO Pro. Ver 1.2.60 2-15-2008

•Made changes for compatibility with RTO Pro Ver 1.2.57-1.2.58 2-7-2008

•If you try to add a new inventory category from inventory maintenance it would generate an error. Fixed Ver 1.2.56 1-25-2008

•Corporate Office has been changed to better handle version conflicts with multiple stores not having the same version of RTO Pro and sending data to Corporate Office. Before this update if Corporate Office updated to a new version which included data changes and a store did not update, then the store sent a complete data set, then the store updates and sends a normal EOD data set it would cause an error. This behavior has been changed to check for these instances and process the data without an error. Note: Corporate Office and RTO Pro stores should always install upgrades at the same time but this upgrade will prevent errors when they do not. Ver 1.2.55 1-18-2008

•Corporate Office install program changed to Installshield 2008. Ver 1.2.55 1-18-2008

•The following has been added to the performance report: Overdue # of contracts and overdue contracts by # of days late. Also the performance report will now respond to the mouse wheel scroll button. Ver 1.2.54 1-14-2008

•The new Tax Zone features in the Sales Tax report were added at Corporate Office. The report will now print the city, county, state breakdown the same as RTO Pro. (Only applicable if your stores use Tax Zones) Ver 1.2.53 12-27-2007

•Improved processing of stores data when stores are not updated with the newest version of RTO Pro and the Corporate Office is. Ver 1.2.52 12-26-2007

•The Performance Report was not including Cash Advance Loans paid in the shortage column calculation. Fixed Ver 1.2.50

•You can set stock #'s to auto generate now if you receive inventory at Corporate Office. Ver 1.2.49

•You can use the Price Quote function from RTO Pro Corporate Office now. Ver 1.2.45

•Color scheme of Corporate Office has been changed to be more uniform. Ver 1.2.45

•Changed Inventory Report to handle Agent selection better. Ver 1.2.43

•Made changes for compatibility with RTO Pro update Ver 5.1.88. Ver 1.2.39 to 1.2.42

•Fixed records not matching when processing store data caused by more comments changes. Ver 1.2.38

•The new More Comments form from RTO Pro has been added to Corporate Office. Ver 1.2.37

•Changes were made to keep compatible with the latest version of RTO Pro. Ver 1.2.33 to 1.2.36

•Inventory report records can now be exported to an external database file from the Inventory Report screen. Also you can exclude items by cost for instance "Cost > 200". Ver 1.2.32

•You can now delete master model records if you have master inventory enabled. Ver 1.2.31

•On the 3 line Inventory Report if an item is sold the sales price will now be printed. Ver 1.2.28

•The payment report will now print a separate line showing Bonus Bucks spent on transactions where Bonus Bucks are used towards a payment. Ver 1.2.26

•RTO Pro Corporate Office Network version was storing the agent.dat file in the localpath instead of the datapath. Fixed Ver 1.2.25

•If you do depreciation at Corporate Office you can now enter an agent with the name "ALL AGENTS". Running depreciation for this agent will depreciate all inventory no matter what agent name it has. If you are using "ALL AGENTS" it should be the only agent you depreciate. Ver 1.2.24

•If Master Inventory is used at Corporate Office and Corporate Cost is used when processing stores data the corporate cost at Corporate Office will be made to = stores cost if corporate cost = 0. Ver 1.2.22

•When an inventory item is in service a * will be printed next to the status to show it is in service on Inventory Reports. Ver 1.2.21

•Inventory reports can now be run with a service status of In Service, it is listed as one of the selections under the status selection listbox. Ver 1.2.21

•The performance report now displays retail interest collected. Ver 1.2.20

•The performance report now shows total rental money collected on down payments on new rentals. Ver 1.2.18

•The cash price and same as cash expiration date will now be displayed in contract inquiry screen. Ver 1.2.18

•Enhancements were made to the depreciation report to make it easier to read. Ver 1.2.17

•When running depreciation at Corporate Office inventory that was part of a pending transfer were handled the same as charged off inventory. Fixed Ver 1.2.17

•You can now have Tax and Book depreciation at Corporate Office, and both types can be setup with a different depreciation type. Ver 1.2.16

•Changes were made to Corporate Office to work with upgraded versions of RTO Pro. Ver 1.2.7 - 1.2.16

•The NCA club report (National Club Administrators) export files have been changed to NCA’s new specs. Ver 1.2.7

•When printing labels you now have the option to print postcards. It is designed for 4 up postcards that are printed in landscape. Ver 1.2.6

•Inventory depreciation at Corporate Office can now be setup for non calendar year business's. This can be setup on a agent by agent basis. Ver 1.2.5

•Changes were made at Corporate Office for the new Inventory Control functions in RTO Pro. Ver 1.2.1

•The Inventory Depreciation function at Corporate Office has been improved to show sold, paid out and skips separately the same as RTO Pro does it. You also have the option to display the report instead of printing it (it can be printed from the viewer). Ver 1.1.99

•Changes have been made to handling of master inventory records to catch possible duplicate "hokeys". The Corporate Office Key is an internal number that is used to identify inventory, these numbers are generated based on the store number that receives the inventory and they must be unique company wide. Duplicate hokeys can be present if 2 stores are setup as the same store number. Ver 1.1.99

•The confirm exit screen has been removed, when you hit ESC from the main menu RTO Pro Corporate Office will exit without a confirmation. Ver 1.1.99

•Interface has been updated for the new higher resolution screen size. Ver 1.1.98

•If you do depreciation at Corporate Office you can now have depreciation start when inventory is rented instead of after received. Ver 1.1.98

•If you transferred inventory out of Corporate Office you could not transfer it back in. Fixed Ver 1.1.95

•Fixed a bug that would in some instances cause a "Records do not match" message when processing a stores data when the records actually do match. Ver 1.1.94

•When processing files from stores if a file is corrupted it will now be skipped and deleted automatically and will not cause the Corporate Office program to crash. Ver 1.1.93

•You can now print Delivery Receipts from Corporate Office. Ver 1.1.91

•You now have a choice when running the Bonus depreciation at Corporate Office to either use the 50% or the 30% additional first year depreciation. You can claim an extra 30% depreciation for property acquired from 9-11-2001 to 12-31-2004 and 50% depreciation for property acquired from 5-6-2003 to 12-31-2004. Ver 1.1.90

•Changes were made for the new "Deposit" feature in RTO Pro. Ver 1.1.88

•The performance report late BOR% and days late range for BOR was using the number of late contracts instead of BOR count. Fixed Ver 1.1.85

•Improved printing of the performance report, so commas do not look like periods when printed. Also changed the Idle BOR # to be the count of all stock inventory. Ver 1.1.84

•Added rows for Cash Advance Out, Cash Advance in, Check Cashing fee and total checks cashed to the performance report. Ver 1.1.84

•In the Revenue Reports menu there is now a new "Performance Report". This report will display various performance information about all of your stores or selected stores only. It also gives a total and an average at the end of the report. This report can be printed or exported to a Microsoft Excel spreadsheet also. Ver 1.1.83

Corporate Office changes were not tracked separately before Version 1.1.83.