RTO Pro Help File

Revision / Update History

Revision / Update History

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Revision / Update History

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ACH Payments is now integrated in RTO Pro, for more information click here.

 


A red line in this list indicates a change in database structure. If you are updating from a version before the red line your Corporate / Home Office would require an update also if you send data to a RTO Pro Corporate Office.


 

 

Update No. 5.9.131 5/11/2021 RTO Pro for Windows

The mobile app now has a button to text a customer so the driver can let the customer know they are on their way to their house. To use this feature You must have the latest RTO Pro update, the latest mobile app update, and you must have your SMS Text account info entered in webpay settings in the webpay master login. 5/10/2021

From the webpay master login you can now view runsheets for mobile apps. You can view your own runsheets, runsheets for selected employees or all employees. You can also re-assign runsheets to other employees from this page, so if you were assigned a runsheet and another employee is closer you can assign it to them. 5/7/2021

From the SMS Text message list and the text message conversation view, you can now copy texts to your clipboard. Right click a row and click copy, or press CTRL-C keys to copy while the row you want to copy is selected. After copied to your clipboard you can paste it by pressing CTRL-V. Note you cannot paste into the text message list. Ver 5.9.131 5/7/2021

The headers in the Excel export of the depreciation reports had the wrong depreciation type listed (Book for Tax and Tax for Book), this is fixed. Ver 5.9.129 5/3/2021

Navigation improvements have been made to correct occasional issues with wrong buttons displaying on the tool bar. Ver 5.9.129 5/3/2021

The main menu of RTO Pro will now display "Last Boot" date at the lower left. This is the date/time your computer was booted up. This is for the computer that RTO Pro is actually running on. Ver 5.9.129 5/3/2021

From the scheduler you can now send events for mobile apps for all drivers in one step. Ver 5.9.127 4/30/2021

For ACH through Profituity the status date will now be the date from Profituity instead of the date the response is received in RTO Pro, to make reconciling easier. Ver 5.9.126 4/30/2021

For Central Server companies when you run the overdue customer report form letters for multiple stores the letters will now have the correct store name, address, payment amount etc. for the store the contract is on instead of the store you are in when you started the report. Ver 5.9.125 4/29/2021

Pre-loaded agreements and quotes will no longer be included on the contract markup report. Ver 5.9.125 4/29/2021

For Central Server companies when you run the customer listing form letters for multiple stores the letters will now have the correct store name, address, payment amount etc. for the store the contract is on instead of the store you are in when you started the report. Ver 5.9.122 4/26/2021

The number of invoices emailed will now print on the billing report and be displayed in the message box that displays after billing is ran. Ver 5.9.122 4/26/2021

The "Call Out" feature has been added to the On Screen Account Manager. You can now launch the call out with the F10 key from payment screen or OSAM. The RingCentral service will also work with the following partner services: Atos Unity Office, Avaya Cloud Office, TELUS Business Connect, Alcatel Rainbow Office, AT&T OfficeHand, BT Cloud Work and Vodaphone Business. Ver 5.9.117 4/22/2021

There is now a "Call Out" feature for Vodia and RingCentral phone system users. This feature will dial a customer number for you from the payment screen or on screen account manager when you click the "Call Out" button. If the customer has multiple phone numbers on file you will be prompted to select the number to dial. When it dials your phone will ring, when you pick up the line it will connect you to the dialed number. Ver 5.9.116 4/21/2021

When an agreement is closed as early payoff and the customer has a damage waiver credit, the damage waiver and rent will be adjusted accordingly in the history record. So if the EPO is $100 and they have a $5.00 DWF credit instead of showing $95 in rent paid, it will show $100 in rent paid, -5.00 in DWF paid. Ver 5.9.116 4/21/2021

There is now an ACH Reconcile form that can be accessed from the autopay screen or the ACH Transaction list screen. On this form you can enter a transaction date or batch date and see results matching those dates, with totals split out by transaction and batch dates. Ver 5.9.114 4/13/2021

From the scheduled event setup page in the scheduler there is now an option to send the customer a text message about the event when it is created and when the time/date is changed on an existing event. In the scheduler under Calendar > Options you can default the check box to send texts to be checked by default. The text message will be: "'Company name': A 'Event type' has been scheduled for you on 'event date and time'. Call 'store phone' if you have any questions." When a text is sent it will be saved in customer actions as well as the event notes. Ver 5.9.113 4/12/2021

The customer reminders will now be checked in the background every 3 minutes instead of every 10 minutes while RTO Pro is open. Ver 5.9.113 4/12/2021

For Central Server companies if you initiate a scheduled event when the scheduler is already open it will now change to the store of the new event if it is different. Ver 5.9.113 4/9/2021

Customer Reminders feature has been added. From the payment screen you can add a reminder for a customer, from the main menu you can see a list of reminders. When a reminder is due a form will display with a list of reminders due. If you use login type security you can specify an employee to remind and only that employee would see that reminder. Note this feature is in beta testing, more features and documentation will be added soon. Ver 5.9.110 4/8/2021

From the mobile app drivers can now send a canned text message when they are on their way to a customers house. 4/7/2021

When you hit reply from the text control panel the new conversation screen will now be launched with the conversation list, you then reply from that screen with a typed or canned message. Ver 5.9.107 3/29/2021

Having more than 35000 tax zones would cause an error when adding new ones, this has been changed to allow up to 1 billion records. Ver 5.9.107 3/29/2021

Changes to SMS text messaging, the conversation view has been improved as well as the send text screen from payment and OSAM. It will now display the text messages to and from the customer in a conversation view and you can reply either from free form message or select from a canned message. Ver 5.9.106 3/29/2021

In Store Setup there is a new button for Central server companies "Mass Move Contracts". This will move contracts from a text file list of contract numbers you create. So if you have a lot of contracts you are moving from one store to another you can do it easily. You will be prompted to select the file, how to handle deposits and what store to move to. Ver 5.9.105 3/25/2021

When Central Server stores move contracts to another store you will now be prompted if you want to move customer deposits. If you move deposits all deposit history will be moved to the new store along with the contract history. Ver 5.9.105 3/24/2021

When you close a contract as paid out from the contract close screen by credit card or ACH a text message will now be sent, if you have the feature enabled to send text messages with ACH and credit card payments. Ver 5.9.105 3/23/2021

The Inventory Depreciation has been improved so you can run multiple agents / tax and book in one run. You select the agents and tax or book types to run and the process will run all selected ones in one step, each report being separated. Ver 5.9.103 3/18/2021

When Central Server stores move contracts to another store the copies of receipts for all of that customers account will be moved to the new store now. Ver 5.9.103 3/18/2021

When you click the View Receipt button in history, for central server stores the store number will be ignored and the copy of receipt will be displayed, even if some of the customer records have been moved to another store. Ver 5.9.103 3/18/2021

Advanced Autopay now has options to run autopay on a custom list of dates and amounts. So you could have a contract autopay on 3/8, then 3/10, then 3/12 for instance. You also have options for what to do with autopay after the schedule completes, leave autopay on or turn it off and what dates to run autopay on after schedule completes if autopay is left on. To see the new features from Contract Maintenance press F11 to edit and click the "Setup Advanced Autopay" link. Click here to see the help topic with the options. Ver 5.9.102 3/8/2021

The following fields are now available in form letters Inventory condition(new or preleased), contract date and customer zone. Ver 5.9.100 2/26/2021

When turning on autopay from Contract Maintenance and Customer Maintenance the autopay form label will now display as soon as the box is checked to turn on autopay, so the payment form can be set or changed at the same time. Ver 5.9.100 2/25/2021

The autopay form is now displayed on the contract edit from customer maintenance screen (When you push F11 twice from the payment screen) for agreements autopay is on for. Ver 5.9.100 2/25/2021

There is now a separate security level for editing autopay settings for a contract in Contract Maintenance, and a separate button at the top of that page to edit autopay only. This allows you to set autopay to a lower security level than full contract maintenance. Ver 5.9.99 2/24/2021

The webpay sync to server process now sends what is due today, plus what is due for the next 4 days. So if you miss syncing because you are closed the total due will be more accurate, up to 4 days. This will also catch late fees for people who pay after midnight but before your sync file is processed, when after midnight that day they would owe a late fee. Ver 5.9.99 2/23/2021

Improvements to security including ability for a non role based employee to provide a manager override for a role based employee and role names displayed on the top of forms instead of the role number. Ver 5.9.98 2/19/2021

The common actions on the actions screen now include the customer's reference phone numbers, so you can leave notes easier for calls to references. Ver 5.9.98 2/19/2021

A new report has been added to the revenue reports menu, "Performance Report". This report combines data from several different reports into a spreadsheet like report. For central server companies you can run it for multiple companies. The report can be printed and exported to Excel or CSV format. Ver 5.9.95 2/4/2021

When you change the damage waiver fee, club fee, or turn autopay on or off from Payment Screen then pressing F11 twice you will now be prompted for a password if contract maintenance is password protected. Ver 5.9.94 1/29/2021

You can now edit time clock records even if the employee is clocked in but not out yet. Ver 5.9.94 1/29/2021

There is now a button on the Payment and Customer Inquiry screen to "View Changes". This will display a list of all recorded changes for that customer such as changes to the customer record, changes to that customer's agreements etc. By default this is password protected at a level 5, unless you change it in security. Ver 5.9.94 1/28/2021

There is now a button in the scheduler to display a map for your drivers / collection personnel that use the RTO Pro mobile app. Their location is updated when the employee has the mobile app open. Ver 5.9.94 1/27/2021

The Inventory Inquiry/Maintenance screen now has a "Recorded Changes" button. This button will display all recorded changes to the inventory item ,such as cost changes, serial number changes etc. This can also be password protected, by default it is set to level 5, until you set it to another level in security. Ver 5.9.93 1/21/2021

The export credit card token feature now exports webpay tokens also. Ver 5.9.93 1/21/2021

There is an option on the revenue summary and rental payment reports to exclude down payments from the revenue figures. Ver 5.9.92 1/19/2021

The reminders on the Main Menu will now display the update version available to download. When you are 10 versions or more behind it will be highlighted yellow. This can be turned off on computers you do not want update reminders by right clicking on that line in the reminders. You can double click that line to view the update revision list. Ver 5.9.92 1/18/202

Improvements to the time clock have been made, it now opens in the position on the screen it was last closed. The total hours display is larger. Ver 5.9.92 1/15/2021

The payment screen will now display the breakdown of damage waiver and club fees on the tool tip that displays when you hover over the contract details row, along with the inventory descriptions that have been there previously. The tool tip has also been improved for better display with each inventory item on it's own line in the tool tip window. Ver 5.9.92 1/14/2021

There is now an option you can enable in Store Setup to prompt to print DWF form only when reprinting contracts. This is under the DWF tab. This is for stores that offer DWF after the agreement date so the DWF form can be sent to the customer by itself. Ver 5.9.91 1/8/2021

When retrieving webpay payments there is a maximum of 500 that can be retrieved in one pull, so if that number is hit the process will repeat itself until all payments are retrieved, without having to press the button multiple times. Ver 5.9.91 1/8/2021

The Overdue Customer report now has an option to skip contracts that have paid in the last ? days, you can fill in the number of days. So if a customer pays but is still overdue they could be skipped on this report with this new feature. Ver 5.9.90 1/7/2021

Landlord name, address and phone number are now available fields to print on delivery, pickup and service call forms. Ver 5.9.90 1/7/2021

For Central Server companies that use Taxjar there is now an option to allow you to run sales tax reports and report to Taxjar for multiple companies at once. This is for companies that report tax for multiple stores as 1 entity, this would combine all selected stores sales tax reporting into 1 account at Taxjar. To enable this check the box in store setup, under the "Sales Tax" tab. Ver 5.9.90 1/6/2021

The Main Menu now has a unified "Reminders" section. Instead of reminders being spread in different boxes on that screen they will all be in one list. There are reminders for Autopay, Billing, Webpay, Webpay Sync, Backups and End of Day. Any of the reminders that do not apply to you or your workstation can be turned off by right clicking on them and choosing the menu option to quit reminding. You can right click the "Reminders" header to enable or disable all reminders on this computer. You can double click on any of the reminders to launch the associated feature. When an item is overdue it will be highlighted in yellow. Ver 5.9.89 1/5/2021

You can now password protect viewing customer's more comments. Ver 5.9.89 12/30/2020

When you turn the option on or off to accept checks/ACH from customers it will now be logged in security. Ver 5.9.89 12/30/2020

When you turn autopay on or off it will now be logged in security. Ver 5.9.89 12/29/2020

There is now an option to copy document files and settings from one store to another for Central Server companies. You can find this option in Store Setup, click the export/import settings button. This makes it easy to copy files for use in a new company if they are the same as another company. Ver 5.9.88 12/28/2020

From the Scheduler the reports can now be ran for finished events, not finished or both now. You can also run reports for all trucks instead of just 1 at a time. Ver 5.9.87 12/24/2020

For NSF fees you can now have different fees for different states you do business in. In Store Setup under the "Contracts" tab there is a button to click on to enter the state and the fee for each state. Once these are set these fees will be the automatic amount when you load NSF checks. These are based on the customer's state in their address records. Ver 5.9.87 12/23/2020


You can now run Autopay for just a specific customer zone. Ver 5.9.86 12/17/2020

Delivery and pickup forms will now print the contract "Ship to" address on the forms if one is present, instead of the customer's address. Ver 5.9.86 12/17/2020

From inventory Inquiry / Maintenance there is now a link to view inventory depreciation history. Ver 5.9.86 12/16/2020

There is now an option to save inventory depreciation history to a database. This option can be enabled in Store Setup, under the "Other" tab, in the depreciation section. With this enabled when you run depreciation a record will be saved for each item, with the depreciation amount, RBV, date ran etc. You could them use this database to review depreciation history for items. Note the history would only start after you enable this feature, not past depreciation runs. Ver 5.9.84 12/14/2020

When running billing for multiple companies the actions would not be updated for customers for some of the stores being ran for. This is fixed. Ver 5.9.83 12/10/2020

Emails in the email server that have not been able to be sent for 7 days will now be flagged as sent '1/1/1950' and will not be attempted to send again. Ver 5.9.83 12/10/2020

You can now run billing / invoices by customer zone. Ver 5.9.82 12/8/2020

You can now choose a invoice form to use from the billing / invoicing screen. The invoice file name is in a label in the settings, it is underlined as a link, click the file name to select the file to use. This could be used for instance if you use different invoice forms for different customer zones. Ver 5.9.82 12/8/2020

Current due date is now a field available to print on payment coupons cover page. This is the due date at the time the coupons are printed. Ver 5.9.82 12/7/2020

The Revenue Summary Report now has a check box to run for all states, with each state totaled on their own page. This goes by the state in the tax zone records and will only report revenue attached to a tax zone where the state value is not empty. Ver 5.9.81 12/2/2020

When saving a bank account only from the more payment forms screen the credit card would save some characters to it, making it look like they have a credit card saved also. This is fixed. Ver 5.9.81 12/2/2020

You can now print a QR code on letters and invoices for a quickpay link. The person receiving the letter or invoice can scan the QR code and be directed to the quickpay page for the RTO Pro webpay service to pay their payment. Note you have to be signed up for the webpay service to use this feature. Ver 5.9.78 11/21/2020

For advanced autopay options you now have the ability to set up autopay on the Nth day of the Nth week of the month, for instance the 3rd Thursday of each month. Set this up in Contract Maintenance by clicking the Autopay Advanced Setup link. Ver 5.9.77 11/19/2020

The following improvements have been made to the Inventory Control Module when scanning using a Bluetooth or wired scanner. There is now a visual display of good and bad number of scans. A ringing sound will play on good scans, a buzzer will sound on bad scans. Ver 5.9.77 11/18/2020

For users who have signed up for the webpay service there is a new shopping cart feature available. The shopping cart can be used with any website for customers to add things to the cart and pay for them, with credit card, which would use your same merchant account as your webpay service. See this help topic for more info: RTO Pro Shopping Cart Ver 5.9.77 11/17/2020

There is a new option in store setup to remove the XAW prefix that is present in some credit card tokens. This is required sometimes after a token conversion is done. Ver 5.9.76 11/17/2020

You can now send invoices with a webpay quickpay link when you run invoicing/ billing. To enable this check the box on the settings on the billing screen. Ver 5.9.74 11/12/2020

For Central Server companies the Automated Collections Module will now display canned text messages for current store plus all messages saved as store 0 (ones that are shared between all stores). Ver 5.9.74 11/9/2020

You can now initiate cloud auto-dialer messages to customers from the On Screen Account Manager. This will call customers with recorded messages, just like from the Automated Collections Module. From OSAM press F6, then choose the phone number(s) and the message to send. Ver 5.9.73 10/29/2020

Improvements were made to Email Server for better handling of bad email addresses. Instead of stopping the process for unhandled bad emails the sending process will continue with the next email. After 6 days they will be flagged as sent on "1/1/1950" so they don't continue to try to be sent. It will now handle mass emails better, for companies that send thousands of emails at a time. Ver 5.9.73 10/29/2020

When a customer is set up to pay by autopay on a custom date and they have a commitment for that date, when the autopay processes it will automatically set the commitment date to the next autopay date. Ver 5.9.73 10/28/2020

Manager override is now available for role based security. Ver 5.9.72 10/23/2020

There is now a field available for contracts for current due date {duedate}. This field will print the current due date, vs {nxdue} which prints the original next due date at the time of the contract load. Both fields would be the same date for new contracts, reprints they would be different dates. Ver 5.9.72 10/15/2020

When importing customer application info the references and bank phone numbers will be formatted like other phone numbers "000-000-0000". Ver 5.9.72 10/15/2020

The Automated Collections Module can now be ran for specific customer zones. Ver 5.9.71 10/13/2020

The load and save layout feature in the Automated Collections Module now saves and loads ratings and customer zones. Ver 5.9.71 10/13/2020

The Automated Collections Module now has better handling for central server stores that run the process for multiple stores at a time and use the {storename} and {webpaylink} field in text messages. Ver 5.9.70 10/5/2020

You can now set a different security level for refund and void credit cards from the credit card transaction viewer. Ver 5.9.70 10/5/2020

The simultaneous run checks will automatically reset themselves after 10 minutes when 2 people run one of the processes at the same time. This is for autopay, webpay and webpay syncs. Ver 5.9.70 10/5/2020

Customer rating was not displaying on inquiry screen, this is fixed. Ver 5.9.69 9/28/2020

Some credit card refunds were not saving the customers account number in the records on the credit card providers records, this is fixed. Ver 5.9.69 9/28/2020

Web Invoices / payment requests are now available to stores using the RTO Pro webpay service. A web invoice is where you can generate a request for a payment, with the ability to enter multiple items with prices for each, that will be displayed on a web page through a link you can email or send by text message to customers. The customer can view the invoice and pay online using a credit card. You can view web invoices from the webpay master login, when they are paid you will receive a notice by email. The charge per paid web invoice is the same as the charge for webpay payments. There is no additional paperwork to fill out, if you use our webpay service you can start using this feature right away. This is useful when requesting payment for something not yet loaded in RTO Pro, like the down payment for a new agreement. You can create a web invoice from option D on the point of sale menu, or you can click the button on the payment screen to create one for an existing customer. See this page for more info: Web Invoice / Request for Payment Ver 5.9.62 9/18/2020

In the Automated Collections Module you can now import a list of account numbers to call and/or text. You can create the list of account number using the SQL Report feature in RTO Pro. So you can create a SQL string for any group of customers you like, export the list and import the file into the ACM to call that list. Ver 5.9.62 9/17/2020

For central server companies you can now save text messages to be shared with all stores. So you can use the {storename} in a text, use that text in all stores and it will insert the correct name for which store the text is coming from. When the store number = 0 in the text record that means it is for all stores. Check the box "Save for all stores" on the text message editing screen to save a canned message that will be available to use in all stores. Ver 5.9.61 9/16/2020

The simultaneous check to process web payments will no longer be performed for single user instances of RTO Pro. Ver 5.9.61 9/16/2020

When a customer was changed to "No Rating" instead of making their rating = "" it was making it = "*none", this has been fixed. Ver 5.9.60 9/14/2020

The Automated Collections Module call list can now be ordered by any column by clicking the column header. This is for display purposes only, the list will always be called through in record number order no matter how it is displayed. Ver 5.9.59 9/9/2020

The Automated Collections Module call list can now be scrolled with a mouse wheel. Ver 5.9.59 9/9/2020

The email client has been updated to use more cyphers, to work with some of the newer email servers. Ver 5.9.59 9/9/2020

You can now include the field {storename} in text messages, this field will be replaced with your actual store name. See this page for more info: Fields available for text messages Ver 5.9.59 9/9/2020

After an invalid card was entered the credit card screen was slow to load in the new API. This is fixed. Ver 5.9.58 9/8/2020

There is a new setting in store setup, under the credit card transaction/convenience fee section that can be checked to not charge a convenience fee for customers in Maine. This applies to fees added automatically and fees added by clicking the button. Ver 5.9.56 8/31/2020

The buttons to add a convenience fee are now labeled convenience fee, instead of transaction fee. Ver 5.9.56 8/31/2020

You can now have the description of the 1st inventory item on a contract printed on normal size receipts. Previously this only worked for receipts formatted for receipt printers (3" wide paper). Ver 5.9.56 8/27/2020

When sending texts through the ACM any errors will be displayed in the list at a column at the end. Any number errors, like invalid number will also be saved to the customers action table. Ver 5.9.55 8/20/2020

You can now include "{account}" field in text messages so they will send the customers account number in the text. See this page for more info: Fields available for text messages Ver 5.9.55 8/17/2020

You can now run revenue summary and payment report by a specific dealer only. Ver 5.9.46 8/4/2020

The credit card transaction viewer will now display "Clerk", the clerk info will also be sent to the provider now (clerk is the user logged in at the time of the transaction). Ver 5.9.41 7/27/2020

New Tax Zones created for Taxjar were being flagged as inactive. They would still work, they would just not display in the active list. This is now fixed. Ver 5.9.41 7/27/2020

When using new credit card API's you will now be prompted to verify the card being used with a message box displaying the last 4 numbers, the same way the old methods worked. Ver 5.9.40 7/22/2020

When using the shed calculator the divisor you choose (Regular through 5th) will now be remembered and be the default one the next time the shed calculator displays. Ver 5.9.40 7/22/2020

Agreement addendums can now be set to printer 4, email as PDF attachment. Ver 5.9.39 7/22/2020

There is now an option to use Xcharge without needing to have Xcharge installed on your computers, this uses their direct API. Note this is only for merchants that do not use credit card readers, pin pads or chip readers. Ver 5.9.37 7/20/2020

Deleted retail sale contracts would cause an error when running retail sales report as a summary, this has been fixed. Ver 5.9.35 7/10/2020

The Shed Pricing Calculator can now have up to 5 sets of divisors for calculating rental payments, so you can have different groups of inventory priced differently. Ver 5.9.32 6/25/2020

The ACH send to server process will now check the customer data for embedded carriage returns and remove them. This would cause an error sending ACH transactions. Ver 5.9.29 6/19/2020

You can now flag tax zones as inactive. Inactive tax zones would not display in your list to choose from when loading agreements but can still be used by reports to get values from. Ver 5.9.27 6/16/2020

You can now have unlimited customer ratings (up to 5 characters). You select them from a list displayed on a form now instead of a drop down list. You edit the ratings list in Store Setup, under the "Other" tab. Ver 5.9.27 6/16/2020

On Screen Account Manager had a bug for Central Server installations when ran for multiple stores. If you had a customer with overdue contracts in multiple stores only 1 stores details would display. Now the customer will display once for each store they have overdue contracts in as you page through the list. Ver 5.9.27 6/16/2020

For central server companies the late fee by state has been changed to make it easier to enter late fee records by state when you have most stores using 1 specific late fee structure, but 1 store that is different. See this page for more details. Ver 5.9.25 6/10/2020

There is now an option in store setup, under the "Other" tab to force serial numbers to be unique during receiving. With this new option set a serial number must be unique in your system, without this option it is the combination of model and serial that must be unique. Ver 5.9.25 6/5/2020

You can now set transaction fees(convenience fees, CC tran fee) to not taxable or taxable on it's own, instead of it sharing the club taxable setting. Ver 5.9.24 6/3/2020

If you charge a convenience fee on a retail sale the receipt number for the fee will now start with P instead of S. This is so it can be refunded. Previously there was no way to refund a transaction fee on a retail sale. Note you would have to refund both receipts, the one for the sale as well as the convenience fee if you are refunding the entire transaction. 5.9.24 6/3/2020

You can now password protect editing the shed calculator divisors. Ver 5.9.20 5/22/2020

Registration information will now be read from the server computer for network installations, so each workstation will not need to be updated for store additions. Ver 5.9.20 5/22/2020

A simultaneous run check has been added to the process to retrieve webpay payments that is started automatically by timer. Ver 5.9.20 5/20/2020

A simultaneous run check has been added to autopay to prevent multiple users from running it at the same time on multiple workstations. Ver 5.9.19 5/18/2020

The feature for webpay payment processing that won't allow 2 people to run it at the same time has been improved to not let multiple instances run from any source, either operators on different computers or scheduled tasks. This is to prevent rare occurrences of a webpay payment being entered twice due to multiple instances of a task being ran. Ver 5.9.17 5/17/2020

There is now a credit card token export utility in Store Setup > Tools. Ver 5.9.17 5/17/2020

Central server users can now run retail sales report for multiple stores combined, there is a select stores link at the bottom left of the report page now. Ver 5.9.17 5/15/2020

Central Server edition users can now run billing / invoicing for multiple stores at one time. There is a link to select stores to include in the billing process. Ver 5.9.15 5/11/2020

If you have 2 merchant accounts, one for local and 1 for webpay you can now enter both sets of credentials in store setup and view transactions for either from the credit card transaction viewer. Ver 5.9.15 5/11/2020

For Central Server edition the select stores to include form now has extended selection. This will allow you multi-select by clicking and dragging. To select multiple by clicking you can hold down the CTRL button and click to select multiple stores. Prior to this change if you clicked a store it would stay selected until you clicked it again, now if you click 1 store then click another the 1st store is unselected unless you hold down the CTRL key. This change makes the list box function list most list boxes do which most users should be familiar with. The click and drag feature makes it much easier to select a range of stores. Ver 5.9.15 5/11/2020

The on screen account manager will now remember the store list you have selected to include, so you do not have to re-select the same stores daily when you run the OSAM for the same group of stores daily. Ver 5.9.15 5/11/2020

You can now password protect spending customer deposit on a retail sale. Ver 5.9.15 5/7/2020

The end of day process will now have pop up messages for ACH information instead of a message box you have to click on. The form has been re arranged slightly for better visibility. Ver 5.9.14 4/28/2020

The inventory transfer report can now be ran for multiple stores in a central server environment. There is a link to click to select the stores to include. Ver 5.9.14 4/23/2020

The Credit Card Transaction viewer is now password protected. The view transactions uses the same security level as taking payments. The refund, void or adjust uses the same security level as reversing payments. Ver 5.9.13 4/20/2020

The send ACH transactions and check for returns can now be performed for multiple companies in a central server setting. The view ACH transactions can now be performed for multiple companies in central server. There is a link to select what stores to include in the process. Ver 5.9.12 4/10/2020

You can now use secondary saved credit cards or ACH payment forms from the load rental/ retail process, as well as the close contract process. Ver 5.9.12 4/10/2020

On the Point of Sale menu there is a new feature credit card transaction viewer. The button is toward the lower right of the screen. This will display credit card transactions by date range, you can also refund and void credit card charges from this screen. Ver 5.9.12 4/7/2020

The report for TaxJar sales tax update has more information on it now, including account number, salesman, autopay and store number. It is also ordered by store / account number now. Ver 5.9.12 4/3/2020

The On Screen Account Manager can now be ran for multiple stores at 1 time for Central Server companies. On that screen there is a link to select the stores to include. Ver 5.9.11 3/31/2020

For central server companies that run multiple stores out of one office, customers can now have a deposit balance for more than one company. So one customer, with one account number can have contracts in multiple stores, as well as deposits paid in multiple stores, with deposits tracked separately for each store. 5.9.11 3/19/2020

You can now attach a dealer to a retail sale. You select the dealer during the load process. Ver 5.9.10 3/19/2020

The RTO Pro support forum is now accessible through the custom SQL string report form (Revenue menu option E). This is where you should go to request a SQL string. You will be logged in automatically when you click the "Support Portal" button. When you create a post you will be notified by email of any replies to your post. You can also search and look through the forum for SQL strings that others have requested, often you will be able to find what you are looking for that somebody else has already asked for. You will need a web services user/password and an email address entered in your store setup, the email you have entered in store setup will be the ones used to log you in and notifications sent to. Anybody using any of the RTO Pro web services such as webpay or web apps will already have a web services user/password. Ver 5.9.9 3/13/2020

The Dealer select form will now allow you to push enter to select a dealer, use arrow up and down to move through the list. To go from the search box to the list you can push arrow down on your keyboard, pushing enter while the search box has focus will select the item in the list with the selection arrow beside it. Ver 5.9.9 3/13/2020

If a customer had a 2nd saved credit card or ACH bank account, but not a primary one, you would not be able to pay a payment using CC or ACH on file. This has been fixed in this update. Ver 5.9.7 3/4/2020

You can now double click on the inventory items on the contract maintenance screen to view inventory details. Ver 5.9.6 3/2/2020

The inventory used condition can now be printed on inventory labels/price cards. Ver 5.9.6 2/27/2020

There is now a menu item to go to contract maintenance from the customer inquiry > contract inquiry screen. Ver 5.9.6 2/27/2020

The inventory "RTO" field can now be printed on price quote forms. Ver 5.9.6 2/27/2020

The inventory USED condition list can now be customized to use values other than "Excellent, Good, Fair, Poor". To create your own custom list go to Inventory menu > Master Model > Function keys > Edit Inventory Condition List. Please note there is a 15 character max that will be saved in the inventory record, anything over that would be truncated. Ver 5.9.5 2/26/2020

The Inventory partial edit now allows editing of the inventory condition. Ver 5.9.5 2/26/2020

There is now an option to not perform a SS number search when loading new customers. This can speed up the load process when you have a lot fo customer records since the SS numbers are encrypted. This setting is under Store Setup, under the contracts tab. Ver 5.9.5 2/25/2020

The contract inquiry screen now displays the dealer name attached to the agreement. Ver 5.9.2 2/21/2020

When loading a rental agreement for an inventory item that has a dealer attached to it that dealer will be automatically selected as the dealer for the agreement. Note you can change the dealer for the agreement during the load also. If multiple items are added to a contract the dealer for the last item will be the one defaulted to. Ver 5.9.0 2/19/2020

When the ACH send is automated there is now better logging. The logs are in c:\rtowin\logs\AutomatedTaskLog.txt. Ver 5.9.0 2/19/2020

In last update there was a bug introduced that would prevent deleting of inventory, this has been fixed. Ver 5.9.0 2/19/2020

For companies using multiple "Ship From" address for sales tax purposes the ship from is now linked to dealer records, so you can save your dealer locations and choose which one the ship from was for. You can also select a dealer when receiving inventory and when loading agreements. You can run inventory reports and customer listing reports for a specific dealer. Please note it is possible to have an inventory item attached to one dealer and have the agreement the item is on attached to a different dealer. Ver 5.8.917 2/18/2020

In Store Setup under the utilities menu there is a utility to copy vendor info to the new dealer table. This is for stores that were using vendor to store dealer information, this will copy all of your vendors so they will be listed as dealers. Ver 5.8.917 2/18/2020

The SQL Strings form now allows CRTL-A to select all. It can also be ordered by description ascending or descending by clicking the description header. When you save a SQL string that already exists you will now be prompted are you sure you want to overwrite the existing string, to help prevent accidental overwrites. The SQL strings are also saved as plain text now instead of RTF format. Ver 5.8.917 2/7/2020


A "Email Coupons" button has been added to the print coupons form. If the customer has an email address on file the coupons would be emailed as a PDF attachment. Ver 5.8.916 2/5/2020

A "salesman2" field has been added to contracts table. It is only accessible from the load rentals screen, and can only be used with custom SQL string reports, not with any of the built in reports. This is a very limited use field. Ver 5.8.916 2/5/2020


Made improvements to the credit card reconcile feature (on the Point of Sale menu), to better recognize matches for webpay payments. Ver 5.8.914 1/27/2020

The End of Day report was modified so the complete button is right next to the "Over/Short" amount, and the color was changed to make it stand out more. Ver 5.8.914 1/27/2020

The Ship From dealer list now has a search box to search by dealer name, and the columns can be sorted by clicking the headers. Ver 5.8.910 1/24/2020

When running Autopay if any text messages are sent the popup will no longer display for each text sent, instead a total SMS sent will be displayed at the end of the process. Ver 5.8.906 1/17/2020

For stores in non destination based sales tax states there is now an option to enter a "Ship From" address for contracts. This is mainly for shed companies that use dealers to process orders and make deliveries, so you can specify a from location for each agreement, for sales tax purposes. Ver 5.8.903 1/8/2020

In the save common action feature for the customer actions tabel there is now an option for "Not Phone Related". When you choose no phone number will be saved with the common action. Ver 5.8.903 1/7/2020

There is now a credit card reconcile feature available from the Point of Sale menu. This will compare CC transactions in RTO Pro to transactions in your credit card provider records. Ver 5.8.902 12/26/2019

If running autopay for only 2 stores in a central server you would get a message not allowing you to run it, this has been fixed. Ver 5.8.902 12/26/2019

The new Document Imaging has better previews of PDF files now, so the exe should load much faster. Ver 5.8.901 12/18/2019

The change shipping address from contract maintenance will now update the tax zone from Tax Jar records when you change the ship to address if you use Tax Jar. Ver 5.8.901 12/18/2019

When running autopay for multiple stores in a central server if only some stores were selected the top one in the list would not be processed, this is fixed in this update. Ver 5.8.899 12/5/2019

When automating webpay processing if there was an issue sending text messages with receipt the processing would be halted. This has been changed to write to a log file instead of displaying the error message, so the processing will complete. Ver 5.8.899 12/5/2019

The webpay autopay notification was not working in all central server stores, this has been fixed. Ver 5.8.899 12/5/2019

Contract info screen will now display the Autopay date when a contract is set up for autopay on a specific date instead of due date. Ver 5.8.896 11/19/2019

The Central Server select store list now has a text box where you can enter a store number to go directly to a store without finding it in the list. Ver 5.8.890 11/5/2019

The customer listing and overdue reports screens now have an additional option for form letters. You can now choose a letter to email and a letter to print, when you do this it will email letters to anybody who has an email address on file and print a letter for anybody with no email on file. Ver 5.8.885 10/29/2019

The new Document Imaging now has the option to not render previews of PDF files. To disable PDF previews check the box in Store Setup, under the "Other" tab. This is recommended for computers having issues with rendering previews of PDF's on their system. Ver 5.8.885 10/29/2019

There is a bug fix for central server stores for credit card fees settings when pulling up customers who have contracts with multiple companies. Ver 5.8.883 10/9/2019

When editing the DWF/GRP/LDW on a contract from contract maintenance the change will now be saved in security records. Ver 5.8.883 10/4/2019

When running Autopay for multiple stores at one time in a Central server environment the Xcharge merchant account for the store you started in would be used instead of each stores own merchant account. This has been fixed. Ver 5.8.882 10/3/2019

The advanced search "All Fields" search box will now search the secondary email also. Ver 5.8.881 10/1/2019

The Scheduler will now display a list of events marked completed when they are retrieved from the mobile app. This is useful in case an older event is flagged as complete, so it is not missed in any process you do after events are completed, such as close the contract for pickups. Ver 5.8.880 9/24/2019

When saved credit cards are replaced or deleted the tokens will now be deleted from the Xcharge system also. Ver 5.8.880 9/20/2019

When refunding a transaction that was paid by credit card the Xcharge interface will now launch to do the refund, without having to enter the Xcharge user/password, if you have that info saved in store setup. Ver. 5.8.880 9/20/2019

Updates to shed dealer web Signing Center, for more info on this feature see this page: http://www.rtopro.com/shedsigningcenter.aspx Ver. 5.8.878 9/19/2019

Unicode characters will automatically be stripped from custom SQL Strings. When SQL strings are copied and pasted from emails they will often have extra Unicode characters added by email clients, these characters will be removed automatically now. Ver 5.8.878 9/19/2019

Decline minimizer feature will now update last 4 of credit card number and expiration date when it is updated by the service. Ver 5.8.878 9/19/2019

You can now search by last 4 of social security number. On any of the SS# search fields just enter the last 4 of the SS# and all results will be returned. Ver 5.8.877 8/19/2019

The agreement load process will no longer revert back a generated contract number if it is not used, this causes duplicate contract number messages in environments where multiple people are loading contracts at the same time. Note this change only affects auto generated contract numbers, and after this change you will see skips in contract numbers when a number is generated but not used, like if you back out of the load process after a number is generated. Ver 5.8.877 8/19/2019

There is a new web based graph / reporting service available from the revenue reports menu. This feature has to be enabled in Store Setup first. There is no additional charge for this service for stores on subscription or support. Each store can see their own revenue charts / reports from their desktop, and anybody with a RTO Pro web services login(webpay master login) can view all of their companies stores. You can specify what employees have access to this from the website. When you use this feature your revenue data is sent securely to the RTO Pro web server where the graphs and reports are generated and displayed in a browser window, or your default browser. You can enable this feature in store setup, under the "Other" tab. Ver 5.8.874 8/6/2019

There are new notifications about using the webpay quickpay link in text messages, about how the messages should be made short enough to not go over 160 characters including the link, which can be up to 30 characters. If a text is sent with a quickpay link and it makes the text over 160 characters it will result in double charges (1 message that costs the same as 2 messages). All text messages are charged for a maximum of 160 characters, using the webpay link can cause the message to go over that. Ver 5.8.874 8/6/2019

For TaxJar users you can now enter a default exempt code in store setup. The default code of 99999 can not be used if you are going to use their autofile service. Ver 5.8.874 8/1/2019

Changed more comments form to protect against copy/cut/paste into old comments when editing old comments is password protected. Ver 5.8.873 7/2/2019

Fixed handling of tax exempt reverses for TaxJar reporting. Ver 5.8.873 7/2/2019

A field has been made available for contracts that would be damage waiver fee multiplied by remaining payments. Ver 5.8.872 6/19/2019

Changes were made to the sales tax report to help eliminate false positives for tax exempt caused by rounding and multiple payments in one transaction. Ver 5.8.871 6/7/2019

The Autopay process can now be ran for multiple stores in Central Server companies. On the autopay screen there is a link to click to select stores to run it for. All selected stores will be processed automatically one at a time, the results will be included in 1 report. Ver 5.8.870 6/5/2019

For Taxjar users you can now flag a contract as "Customer Exempt". This would be for resale, government or other exempt reasons. This is treated differently by Taxjar than when a contract is not taxable because of the type of inventory. Ver 5.8.870 6/5/2019

The Main Menu will now display the last sync date TO the web server for companies that use webpay. Ver 5.8.869 5/21/2019

The sales tax report totals by state with tax zones will now display the total of district(s) tax for the state. Ver 5.8.868 5/17/2019

Fields have been added to contract forms for the new online signing center. The fields are <s>, <cs>, <si>, <csi>. they are signature, co-signer signature, initials, and co-signer initials. These fields are so the signing center knows where to insert the e-signature on the agreement. These fields font will be made white when the form is saved to pdf or printed, so they are not visible on the form. The signing center is a new service for shed rental dealer who load agreements remotely amd want their customers to be able to e-sign agreements while at the dealers lots. For more info on this service see this help topic: Online Signing Center Ver 5.8.867 5/17/2019

The Canadian sales tax breakdown will now print on invoices for agreements using tax zones. Ver 5.8.863 5/10/2019

A new field was added to contract records to faciliate a new feature coming soon, "Online Signing Center". This is designed for shed dealers who want to load agreements through a web page with mobile devices and allow customer to E-sign agreements. Ver 5.8.862 5/9/2019

The Canadian sales tax breakdown will now print on new agreement, retail sales, and close contract receipts. Ver 5.8.862 5/9/2019


For stores in Canada that use tax zones for Canadian GST, HST etc., the payment receipt will now show a breakdown of Canadian tax. If there is a tax rate under county or city, the county and city description will be printed, along with the tax amount for each. If there is a county tax the main tax will be labeled "GST", if there is no county tax the main tax will be labeled "HST". Ver 5.8.861 5/8/2019

The import customer from a CSV file feature has been updated so central server companies can use it also. Ver 5.8.861 5/8/2019

In Store Setup under the "Other" tab you can now enter customer ratings/statuses that do not allow due dates to be moved. You can enter multiple ratings. Any customer with a rating in this list employees will not be able to move their due date. Ver 5.8.860 5/2/2019

There is a new field in store setup for Canadian stores for "GST #", when this number is entered in store setup it will print on receipts and is an available field for invoices. Ver 5.8.860 5/2/2019

There is a new field available for invoices, "{duedate+10}". The 10 can be replaced by any 1 or 2 digit number. This will print the oldest due date + the number of days specified. This is usefuul for printing something like "Pay by {duedate+10} to avaoid paying a late fee". Ver 5.8.859 4/29/2019

There is a new field available on contracts for cash price x .11. This can be used in states that require a balloon payment of 11% to be printed on contracts. Ver 5.8.859 4/26/2019

You can now use multiple saved credit cards or ACH accounts to pay payments from the payment screen. For instance if the customer has 3 saved credit cards you could split a $30.00 payment for $10.00 to be paid on each of their saved cards. You can do the same with ACH bank accounts and even mix a payment to be paid with a saved CC and ACH. Ver 5.8.855 4/8/2019

The RTO Pro Mobile App now allows you to enter notes and take pictures to attach to the customer document imaging in your desktop software. This is useful for deliveries, to take pictures of a delivered and set up shed for example. The notes and pictures are retrieved through the Scheduler. The Android mobile app is now available through Google Play Store. 5.8.854 4/2/2019

The Club Only load process now has a "Print Form Only" button. This will allow you to print the form, and have the customer sign it before loading the agreement. After printing you can either finish loading or exit the load screen and come back later to load it. Ver 5.8.854 3/27/2019

Shed rental companies that allow dealers to load agreements online using the RTO Pro web apps service can now enter pricing divisors for each dealer. You can also enter a default divisor to use for the company. This will allow you to have different dealers with different pricing models. This is set up from the webpay master login > company admin. 3/12/2019

From the webpay master login there is now a button to view customers web applications that were taken online using the RTO Pro web applications service. You can see the list of applications and view detail information. 3/5/2019

For declines through webpay autopay, if the customer entered a cell number they will now be texted a message about the failed autopay. They would only be sent a text on the 1st failure. 2/26/2019

Texts will now be displayed in the order they are received by your system instead of the reported date/time from the SMS system. This will prevent a text that may have been delayed in delivery from showing up toward the bottom of your list when you receive it. Ver 5.8.850 2/26/2019

If you have more than one CC or ACH account info saved for a customer the payment screen will now display how many of each you have saved in a label on the top right. You can also click this label to view or edit the saved payment forms. Ver 5.8.849 2/22/2019

The Revenue Summary and Payment / Transaction report can now be ran for only revenue in tax zones for a specific state. So if you enter "FL" in this new field it would only include revenue attached to a tax zone where STATE = FL. You can still choose individual tax rates to include, but this makes it easier to run for all tax zones in one state. Ver 5.8.849 2/22/2019

The Customer Listing report can now be ran for contracts in a specific state by tax zone. Note this is not necessarily the same state as the customers address, you can have a customer with a billing address in Florida, but the rental property was delivered to Georgia, so they are paying Georgia sales tax on the agreement. You can still specify just one tax zone to include, but this new option makes it easier to run a report for all customers who are being taxed in a specific state. Ver 5.8.848 2/20/2019

The Automated Collections Module can now be used to make calls and send texts for "selected" stores in a central server. On the setup screen you can enable this feature, then select the stores you want to include. Previously this would either do only the current store or all stores. Ver 5.8.848 2/19/2019

You can store unlimited number of saved credit card tokens and ACH bank account info per customer, and choose which saved payment form to use for autopay contracts. So for instance you can have a customer with 3 contracts on autopay, each being paid by a different credit card. When you choose ACH or CC on file from the payment screen you can now select which saved form to use when you have multiple saved. Ver 5.8.844 2/18/2019

The customer Listing report can now be ran by a specific customer state. So if you enter "FL" in the state field, only customers with FL in their state field would be included. Ver 5.8.844 2/18/2019

The On Screen Account Manager start screen now has a "Force New Osam File" button, when it is using a previously created file. This will start OSAM over with all settings available. Ver 5.8.844 2/18/2019

The actions field in actionstable now holds up to 1000 characters instead of 200. This is mainly for so long incoming texts do not have to be split into multiple action records. This will also allow you to enter longer notes in customer actions. Ver 5.8.841 2/15/2019

The time clock report will now print overtime hours (hours over 40 per week). So if an employee works 46.5 hours it would print 46.5 total hours, and also print "overtime hours: 6.5". Ver 5.8.841 2/1/2019


If a very long incoming text message was from a cell number not in your customer records, and you had the system set to save texts even if they are not from a number in your system it would create an error. This is fixed in this update. Ver 5.8.840 1/22/2019

Users can now change their own passwords. On the password entry form there is a new "Change Password" link, enter your current password then click this link. You will then be prompted to enter a new password. Ver 5.8.839 1/18/2019

The sales tax report had a small change in the way tax exempt totals are calculated, for better handling of fractions of cents. Ver 5.8.839 1/18/2019

The non serialized cost of sale report will now include items that were sold, then the inventory record was deleted or model number changed. There will be no cost info since the inventory record will not be available any more. These items were skipped previously. Ver 5.8.839 1/4/2019

If you inserted a webpay quickpay link in a text message, but did not have a space after it, the link would not work as it would include your text in the link. The link is now checked for spaces and they are inserted automatically when needed. Ver 5.8.838 12/27/2018

The Inventory report in the customizable report layout would fail if you chose a vendor with an apostrophe in it. This is fixed in this update. Ver 5.8.837 12/27/2018

Contracts on autopay through webpay will now display a "W" at the end of the contract line on the payment screen, where it says "A" for local autopay. If a contract is set up for autopay locally and through webpay it will display "B". Ver 5.8.836 12/18/2018

The Overdue Customer List now has an export to CSV option. When the box is checked the file will be saved in "c:\rtowin\Exported Data\" folder on your workstation. The file will also be opened in the default viewer for that file type on your computer, usually Excel. Ver 5.8.836 12/17/2018


The master webpay site now has a report screen for webpay autopay contracts. This will display all contracts for your company that are setup for autopay through webpay. 12/11/2018

For webpay there is now a setting to not display a message box when there are webpay payments to process. Some stores get hundreds of webpays per day, the reminder pop up can be intrusive to these users. This option is in store setup, under the other tab, webpay section. Ver 5.8.835 12/4/2018

The customer listing report now has an export to CSV option. When the box is checked the file will be saved in "c:\rtowin\Exported Data\" folder on your workstation. The file will also be opened in the default viewer for that file type on your computer, usually Excel. Ver 5.8.834 11/28/2018

If you use your own web applications process with SFTP you can now enter what port to use if you want to use something other than port 22. Ver 5.8.832 11/21/2018

For stores using Taxjar there is now a feature to update all contracts, by state, to the correct tax rates using the Taxjar service. You can also flag contracts with Taxjar exempt categories. Exempt categories are for when a contract is tax exempt or possibly tax exempt, depending on the state. For example "Repair Services" may be tax exempt in some states but taxable in others, once you flag a contract with a specific code TJ will determine if that contract is taxable based on the state laws. Before you run the tax rate update process you should verify all tax exempt, or possibly tax exempt contracts are flagged with an exempt code. You can set exempt codes by clicking change tax zone from contract maintenance. To run the update process go to Edit Tax zones from store setup, under the sales tax tab, then click the "Taxjar refresh contracts" button. Ver 5.8.829 11/19/2018

For USA Epay autopay transactions will now have "Autopay" in the comments field in their records. Ver 5.8.829 11/14/2018


For companies that share an ACH account between multiple stores in a central server ACH transactions cleared and returns will all be flagged correctly for all companies, no matter which company you are in when you pull results. Ver 5.8.828 10/19/2018

The credit card reconcile screen has been improved, this is still in beta testing and is only available by pressing SHIFT and R keys at the same time from the point of sale menu. Ver 5.8.823 10/10/2018

If you use TaxJar when you click change tax zone from contract maintenance you will be now prompted if you want to check TaxJar to update tax rate, this would update the tx zone as needed automatically also. Ver 5.8.823 10/10/2018

Changes were made to TaxJar integration to handle states where you have no nexus, you set up what states you have nexus in through the TaxJar website. When you load a rental or sale with delivery to a state you do not have nexus in a tax zone will be created with 0 tax rate and that rate will be applied to the transaction. Ver 5.8.816 9/25/2018

Changes were made tot he credit card reconcile process for better matching of transactions. Ver 5.8.816 9/25/2018

A beta credit card reconciliation form has been added, go to the point of sale menu and press SHIFT and R keys at the same time to start it. Ver 5.8.814 9/19/2018

You now have the option to not get copies of receipts emailed to the store for webpay payments. Contact support or log into the master webpay site, > company admin > webpay settings to enable this feature. 9/17/2018

The RTO Pro web services site now has a report page for remote payments. Remote payments are when a store takes a payment for another store, you can now view this information online. The web services login page is: www.rtowebpay.com/master. Contact support if you do not have a RTO Pro web services account (if you are using remote payments, web payments, web apps or dealer payments you already have a web services account set up). 9/13/2018

Companies using the dealer online agreement load feature now have an option to email the dealer a copy of the agreement as a PDF attachment. Set this option in Store Setup under the "Other" tab, in the web applications section. The dealer would need to be added through the webpay master company admin page with an email address for them to be emailed. Ver 5.8.809 8/30/2018

Changes were made for new PCI regulations on our server which required updates to desktop components that communicate with the server. Ver 5.8.808 8/29/2018

The "Purchase Reserve" fields will now fill in even on contracts that do not have purchase reserve, if those fields on are the contract. They will be filled with the regular values, since purchase reserve was not paid. Ver 5.8.799 8/7/2018

TaxJar is now integrated with RTO Pro. TaxJar is a service that gets tax rates based on delivery address, for destination based sales tax states, and companies that do business in multiple states. TaxJar also automates sales tax reporting. To get set up with TaxJar visit their website, www.taxjar.com. When you enter your TaxJar ID in store setup it will enable the TaxJar features. When you load new agreements you will be prompted if you want to get tax rates from TaxJar. When you run a sales tax report you have the option to upload the transactions to TaxJar for automated reporting. Ver 5.8.795 7/25/2018


Payment coupon forms now have cell, message and other phone number as available fields. Ver 5.8.794 7/17/2018

The form letters in RTO Pro have been modified so small labels can be printed like a form letter, like an address label on a Dymo label printer. Ver 5.8.792 7/11/2018

The dealer application / contract loading web service now allows a customer deposit to be entered with the contract. 7/3/2018

The revenue summary and payment transaction reports will now split out purchase reserve separate from customer deposit, for companies that use purchase reserve. Ver 5.8.791 7/3/2018

For companies using the dealer app / contract load web service, the agreement generated from the info loaded online will now include the down payment info. When a printed contract is reprinted it will also print with the down payment info included. Ver 5.8.791 7/3/2018

When exporting a date/time field to Excel the time was getting cut off, the field will now be exported as a text field which Excel will display with the date and time. Ver 5.8.788 6/15/2018

The import application from web process will now use a generated contract number if a contract number is imported that already exists, instead of skipping the import of the contract. Ver 5.8.787 6/14/2018

For webpay you can now charge a different transaction fee for autopay than normal payments, same as you can in your local autopay. To enter the transaction fee log into the webpay master site (www.rtowebpay.com/master), then go to company admin > webpay settings. 6/7/2018

The import tax zones feature has been changed to allow tax rates to be sent in this format "7.75%". Previously the tax rate values had to be formatted like ".0775", it will now accept both formats. Ver 5.8.781 5/11/2018

The master login for webpay can now be linked to multiple companies that you manage. So if you have multiple companies with their own webpay account you can now use one master login and be able to switch between any of the companies you manage. To set this up go to www.rtowebpay.com/master and log in, then go to "Company Admin", click the linked companies tab, set yourself and any other employees that you want to have this type of access to "Company Admin", instead of "Standard User". After you do that you will see the list of companies that are linked and you can access. Contact tech support if there are companies that should be linkable but do not show up in the list. Permissions do not change when you flag an employee as an admin, that just allows them to access your linked companies, they would still be limited to what functions they can perform by their user permissions. 5/7/2018

The RTO Pro Mobile app is now available for IOS. Search for RTO Pro Mobile in the app store. It has the same features as the Android version. 4/24/2018

Xcharge has a new service to update credit cards numbers and expiration dates automatically when customers are issued new cards. So if you save a credit card for autopay and it expires in some cases it will be updated automatically when you use this new service, saving you from having to contact the customer to get new card info. This feature has been added to RTO Pro, be sure to check the box in store setup if you use this feature with Xcharge. Please note this feature only works through autopay Ver 5.8.775 4/19/2018

The latest update for the RTO Pro Mobile App now has a button to order deliveries and pickups by scheduled time, distance or alphabetically. You can also flag an event as complete from a button on the detail page now. See this page for more info about the mobile app: http://www.rtopro.com/mobileschedule.aspx  4/12/2018

The RTO Pro Mobile App will now update your desktop side scheduler when you flag an event as completed. This is used for deliveries, pick ups and service calls, they can be scheduled and the driver uses the mobile app to complete their schedule and flag the events as complete, see this page for more info: http://www.rtopro.com/mobileschedule.aspx Ver 5.8.774 4/5/2018

The Customer Listing Report will now include NSF checks in the contract details totals on the last page of the report, instead of on a separate line lower in the last page of the report. It will also include the total NSF amounts instead of just balance. Ver 5.8.773 3/27/2018

The text messaging process will now check the text being saved or sent for non ASCII characters and remove them before saving or sending the text. Unicode or special characters like symbols will cause the message to be split into 70 character segments with a per text charge for each segment. Special characters can be pasted somehow from other software, such as a web page or word processor, we were not able to duplicate the process to include special characters, but a store reported they were having this issue. Ver 5.8.773 3/15/2018

Webpay customers who set up for Autopay now have the option to be notified by text when their payment processes, or to be sent a text for them to authorize before the payment processes. When they choose to verify they reply to the text with "YES" to process the payment, the payment would process within 1 hour of their authorization. If you do not accept payments via web see this page for more info or to sign up for this service: http://www.rtopro.com/webpay.aspx 3/8/2018

Central Server remote companies (stores in separate locations ran from one central server license) can now use the multi-store reporting features the same as Central Server local companies (multiple companies ran from one location on a central server license). The only employees that will have the ability to run reports for multiple stores together are ones that are not assigned to a single store. Ver 5.8.772 3/7/2018

For Central Server companies the Inventory Report now has a "Select stores to include" link. So you can run the report for multiple stores, or all stores. Ver 5.8.771 3/6/2018

The RTO Pro Mobile Android App now has the ability to be used by drivers that do deliveries, pick ups and service calls. From the RTO Pro Scheduler you can assign an employee email to each truck, then when you print the driver schedule (you don't actually have to print it, just generate the report), the drivers events will be sent to the RTO Pro server and be viewable in the mobile app. The mobile app can route the events by distance and has a map it feature built in for directions. See the page here to download the app: http://www.rtopro.com/mobileosam.aspx Ver 5.8.770 2/28/2018

The Overdue Customer List and Managers Delinquency reports now allow you to choose stores to include for Central Server companies. Ver 5.8.758 2/12/2018

Central Server stores can now select what stores to include in the Customer Listing Report. Click the link at the lower left of the screen to select from your list of stores. Ver 5.8.756 2/7/2018

You can now edit the check number for unsent ACH transactions, this can be edited when you edit the account / route number. Ver 5.8.756 2/6/2018

You can now multi select ACH transactions to flag as SENT. If you have ACH transactions that were sent but not flagged as sent due to connection issues, you can now multi select and flag as sent in one step. Ver 5.8.756 2/6/2018

The Contract Markup Report can now be ran for multiple stores for central server companies. Select stores to include by clicking the link at the bottom left of the report screen. Ver 5.8.755 2/1/2018

When selecting what stores to include in revenue reports for central server companies, the store list to include will now be saved between reports, until you exit the inventory menu. So for instance you can run a revenue summary for stores 2,3 and 6, then run a contract markup report and have the same 3 stores for that report, without having to re choose them. Ver 5.8.755 2/1/2018

The Revenue Summary and Payment / Transaction reports can now be ran for multiple stores for central server companies. You click a link to choose the stores to include in the report. Ver 5.8.755 1/30/2018

The On Screen Account Manager can now be ran to exclude specific contract types. When you run OSAM you will see the new check boxes for the contract types to include. Ver 5.8.754 1/25/2018

You can enter notes and commitments in the mobile collections app now. From the first screen in the on screen accounts manager there is a button you click to import the notes and commitments into your desktop data. Ver 5.8.751 1/18/2018

NSF Fee Paid is now totaled in the NSF section of the payment / transaction report and revenue summary report. Ver 5.8.751 1/4/2018

RTO Pro Mobile Collections Android app is now available for in home collections. The Mobile Collections app will save runsheet info from the On Screen Account Manager so in home collections can be done from an Android device instead of printed runsheets. The app has routing built in, based on distance from your location, has a map it feature built in, and if you use the RTO Pro webpay service it will also allow you to take payments through webpay while you are on the road doing collections. See the page here: http://www.rtopro.com/mobileosam.aspx and the help topic here for more info: Mobile Collections Help Topic Ver 5.8.750 12/27/2017

You can now include a webpay "quickpay link" in emailed letters. This allows customer to pay online by just clicking a link, no login required. The letters can be sent as form letters through the overdue customer report or customer listing report, or one letter at a time from the payment or on screen account manager screens. The field to add to letters is "{quickpaylink}". Note this can only be used in letters that are emailed, not printed. Ver 5.8.748 12/8/2017

When a Central Server company processes webpay payments the report will now include the store number for the customer. Ver 5.8.747 12/5/2017

If retail sale is set to generate price automatically but rentals were not, the feature to password protect lowering suggested retail price would not prompt for password. This has been fixed in this update. Ver 5.8.747 12/5/2017

When sending texts through the customer listing or overdue customer list report if an invalid number is in a customer record it will just skip it with no message box popping up, so the process can run without any intervention. Ver 5.8.746 11/30/2017

In the billing / print Invoices screen there is now an option to use the billed through date as the target EPO date instead of today's date. So if today was 12/1 and you were running invoices through 12/22, with this box checked the payoff amt printed on invoices would be the payoff as of 12/22 instead of 12/1. Ver 5.8.746 11/28/2017

Commitment date is now available to print on letters. Edit the letter you wish to add commitment date to and add the {commitment} field code to have the commitment date printed. This is in the list of available fields when you edit letters, push F4 to see the list of fields. Ver 5.8.746 11/27/2017

The Webpay master user "Company Admin" page now has a "Add New Master User" button. This can be used to add new master users now instead of following the process required to set up the first master user. So any master user with company admin privileges can now easily add additional users. 11/22/2017

The Webpay Master site landing page (the customer search page), now has a "Change Password" button, to change the password for your master login. 11/22/2017

The webpay payment report from the webpay master login now has an option to display pending transactions. A pending transaction is either one that the credit card was declined, or the system did not receive a response from the credit card system so the transaction was never completed. 11/16/2017

The Custom SQL String report page now has a "SQL Builder" button. This button will open a utility you can use to help you build SQL strings for custom reports. It will list the tables and fields that can be included and allow you to filter results with a where statement builder. After you select the fields you want included and build the filters, the results will be displayed on that page. When you click execute SQL the SQL string will also be inserted into the SQL string box on the first page, where it can be saved for later use or ran and results exported, etc. Ver 5.8.745 11/15/2017

You can now password protect launching Xcharge through RTO Pro. Set the level required in security. Ver 5.8.743 11/7/2017

On the Webpay process screen there is now a check box to NOT print receipts. If this box is checked no receipts will be printed, they will still be saved to file and to database for future viewing. Note if you have your system set to never print receipts this box will no change that behavior, even if this box is unchecked. Ver 5.8.743 11/9/2017

For Central Server companies the company selection form will always display in the middle of the main form now instead of the middle of the main Windows screen. Ver 5.8.743 11/9/2017

This update includes a fix for the Excel export features that were broken by a Windows update. Export to Excel should work again after this update is installed, if it still does not work for you contact tech support. See this help topic for more info: Excel Export Error after 10/10/2017  Ver 5.8.741 10/24/2017

The SMS texting service has been improved so you can have multiple numbers on your account to send outgoing texts from. This will help prevent numbers from getting blocked by carriers for sending too many texts. Addition numbers can be added to your account for $1.00 per month per additional number. Outgoing texts would rotate through your numbers as being sent. We recommend if you use one number per 3000 texts per month, or if you often send a lot of mass texts at the same time you may want to consider adding additional numbers to your account. So if you have 3 numbers on your account and you send 900 texts, 300 would be sent from each number instead of all 900 from the same number. The issue with getting text count caused by carrier changes is also corrected in this update. You will be able to get accurate text usage starting after you install this update and use the text service. Ver 5.8.735 10/12/2017

The export to text, CSV file has been improved to better handle quotes embedded in field data. Ver 5.8.735 10/12/2017

When running the billing process for all customers if you have a specific customer rating set to no contact, any customer with that rating would be skipped, even if you have that rating set to be included in the ratings list on that report screen. Ver 5.8.735 10/5/2017

Changes made to Metro2 credit reporting. Ver 5.8.733 9/29/2017

Customer import / web applications process was only importing 10 characters for customer zone, fixed. Ver 5.8.733 9/29/2017

The webpay sync process will now send balance + other charges due as the total amount due, when that amount is less than the normal amount due. This is to prevent customers paying more than their total balance due through webpay. Ver 5.8.731 9/15/2017

The webpay process payment function will now verify the amount paid is the amount processed, if these amounts do not equal it will not process the payment. You will be notified in a list of failures and the transaction would stay in the web payments list, so you can cancel it and handle manually. Ver 5.8.731 9/15/2017

Improvements made to text message retrieval after carrier system changes were made. Ver 5.8.731 9/15/2017

The RTO Pro web applications process now has the ability to enter contract info, with the contract details being brought into RTO Pro as a pending contract. This is mainly designed for shed rental companies that have outside dealers, but it could be used by any store that needs to load contract info remotely. This feature is in beta testing, if you are interested in using this feature call 352-383-9375 for more info. 9/7/2017

From the Webpay master login you now have the ability to edit all of your webpay settings. So if you change address, phone number, email etc. you can edit these settings yourself. The settings can be found in the "Company Admin" page, there is a webpay settings button. 9/6/2017

If a date was entered for advanced autopay in contract maintenance, unchecking the pay by autopay button would not turn off autopay, unless you removed the pay on date. This has been changed so if you uncheck the autopay button the date is cleared automatically. Ver 5.8.729 8/21/2017

Customer name will now be passed to USA Epay, for merchants using USA Epay. for autopay payments. This will make it easier to reconcile their reporting to RTO Pro. Ver 5.8.727 8/18/2017

Credit Bureau reporting by Metro2 file has been added and is currently in beta testing. If you wish to participate in testing call 352-383-9375 to sign up. Ver 5.8.725 8/15/2017


The feature to exclude customers from new agreements based on customer rating now includes cash advance loans. So if a customer is flagged with a no new agreement status you cannot load a new cash advance loan for them. Ver 5.8.721 8/3/2017

The "MaxPmt" feature on the webpay service no longer affects NSF agreements, so the full NSF balance can be paid even if the customer has a deposit and MaxPmt is enabled. 8/3/2017

The Get Password at Startup setting is now a system wide setting for Central Server companies. So once this settings is set it affects all companies in the central server. Ver 5.8.721 8/2/2017

"CompanyID" has been changed to "Store ID" on the main menu of RTO Pro, to avoid confusion with your company account number at RTO Pro. Ver 5.8.721 8/2/2017

For Autopay with USA Epay for CC merchant the customer name will now be passed so it will display in their reports. Ver 5.8.721 8/1/2017

The SQL string feature in security will now use the same form as the SQL string reports through the security menu. This will allow you to enter longer SQL strings, save the strings you use, and when you do it through security you can edit the records still. Ver 5.8.720 7/21/2017

The "In Canada" setting was persisting for Central Server stores that have a location in Canada and other locations not in Canada. This is fixed. Ver 5.8.720 7/19/2017

AR sales were showing up on run sheets with tax added. Tax is paid at the time of sale on AR sales, this has been fixed. Ver 5.8.720 7/19/2017

Companies that use the California / New York EPO method can now use the Shed Calculator for loading agreements. Ver 5.8.719 7/10/2017

Changes were made for Icheckgateway ACH system's change to TLS 1.2. TLS 1.2 is now required to send ACH transactions and check on responses, this version now uses TLS 1.2. Ver 5.8.718 7/3/2017

If your store uses the NY/CA Early Payoff calculation method and you use the Purchase Reserve feature you can now enable a setting to subtract the PR from the cash price when calculating the early payoff amount. This setting is in Store Setup, under the Contracts tab, in the shed specific settings section. Ver 5.8.717 6/28/2017

When doing an advanced search from the payment screen the export and print buttons will now be enabled on the results page. Ver 5.8.714 6/20/2017

The history that can be included on invoices will now adjust for deposits. So if a customer pays 200 in deposit yesterday, then pays 250 today, 50 in cash and 200 from deposit, the history would show 200 paid for yesterday's date and 50 paid for today's date. Ver 5.8.714 6/20/2017

The startup position in RTO Pro will now be saved even when you use the ESC button to exit. If the last saved position is off the screen RTO Pro will automatically start centered now instead of off the screen. Ver 5.8.714 6/20/2017

The Automated Collection Module can now save an unlimited number of layouts, instead of just one. The layouts will be saved in the file system on the server with an extension of ".acm". If you have a layout saved already it will be saved as "Default.acm" automatically. To automate the ACM you can still use the "-auto" argument, but now you can optionally add the name of the saved layout to use (if no layout name is passed the default one will be used). So to run the ACM automatically, with the layout "Monday", you can use the argument "-auto monday", or "-auto monday.acm". Click here to see the help topic with more info about scheduling the ACM to run automatically. Ver 5.8.713 6/13/2017

You can include the contract number on NSF letters now, this would be the first contract that was paid in the transaction that was returned as NSF. The new field is "{oncontract}", you can see all available fields when you push F4 while editing the NSF letter. Ver 5.8.712 6/13/2017

The Webpay sync to server process would run automatically if you had not synced TO the webpay server in a couple of days. This has been changed so you will now be prompted first. Some stores use old backups on computers not on the live network, these computers would send a sync file to the webpay server automatically, making the webpay system show old data for customers. Ver 5.8.712 6/7/2017

The ACH Response process for Icheckgateway will now return the message from the Icheck server when there are no records returned for any reason. Ver 5.8.712 6/7/2017

If you use the RTO Pro SMS Text Message service you can now send text messages from the Autopay process for declines, expired credit cards and reminders. There are new boxes on this screen to check to send the text messages you wish to send. Ver 5.8.711 6/5/2017

For companies using USA Epay as their credit card provider the customer name will now be sent with live payments, so this info will be displayed in the reporting from the USA Epay website. Ver 5.8.711 6/5/2017

You can now send an SMS Text Message "receipt" for payments by ACH and credit card, including autopay payments. To enable this feature check the box in store setup, under the text message tab (text message service required). Ver 5.8.710 5/24/2017

The discount percentage for early payoff can now have up to 4 decimal points, such as ".4567". Ver 5.8.710 5/23/2017

The End of Day performance report, total cost of rented inventory, will now include inventory on rent to rent contracts. Ver 5.8.710 5/23/2017

Starting with this update you will not be able to delete a customer record that has a deposit balance. Ver 5.8.709 5/17/2017

Contracts with the Purchase Reserve feature will not be able to be paid out by paying the normal last payment. The last payment will no longer process through the normal payment process, instead you will get a message the contract must be closed through the close contract process, so the purchase reserve can be handled correctly and tax paid on the PR amount. Ver 5.8.709 5/17/2017

For Central Server companies on the Sales Tax Report there is now a link you can click to choose the stores to include on the report. So you can run the report for all or any group of the stores at one time. Ver 5.8.709 5/15/2017

When viewing security records the limit results feature now allows you to limit by values in most of the fields. For instance you could return only results where "Newstatus" = "Deleted", or "Account" = "100". Ver 5.8.708 5/11/2017

Contract number can now be printed on inventory service tickets, if the item is not on a contract it will print "N/A". To add the contract field edit your service ticket form in Setup Menu > Printer / Forms Setup. Ver 5.8.707 5/3/2017

The buttons on the Launcher at the top of the Main Menu has been re-arranged for easier reading. Ver 5.8.707 5/3/2017

The contract "Salesman" field can now be edited on closed contracts. This is done from the contract inquiry screen, Customer Menu > Customer Inquiry, then press "R" or "S" to see rental or sale contracts, then click the "Edit Salesman" link. Ver 5.8.707 5/2/2017

The following fields have been added to be able to print on letters: "{days_late}", this will print the number of days overdue, for the most overdue contract for the customer. "{todaysdate+10}", this will print today's date + 10 days. Ver 5.8.707 4/28/2017

The RTO Pro Webpay Service now has an option to display the contract EPO (Early Payoff Amount) on the contract detail screen. By default this is disabled, to enable it you need to check the box in your Store Setup, under the "Other" tab, in the webpay section. You cannot payoff a contract as an early payoff through webpay, and there will be a message on this screen explaining this. Ver 5.8.706 4/21/2017

There is a new option for the RTO Pro webpay service that would prevent a customer from paying too much online. For example, if their payment amount is $200, and they have 1 payment left on the agreement, and they have $100 in deposit, the most they could pay online would be $100. To enable this feature, install this version of RTO Pro or newer, then call tech support at 352-383-9375 and tell them you want the "webpay max pay" feature enabled for your company. Ver 5.8.706 4/21/2017

When manually sending home office files through the end of day you will now get a message box telling you the process is complete. Ver 5.8.706 4/20/2017

When deleting customer records the contract records will be "orphaned" instead of deleted now. Deleting contract records throw off some reports that rely on contract info. Deleting a customer is something that should be done very rarely, deleting a customer record will still throw off some reports, such as revenue reports by customer zone, so it is recommended that customer records NEVER be deleted, unless they have never had a contracts or transactions. Ver 5.8.705 4/18/2017

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 5.8.705 4/17/2017

From the inventory Inquiry / Maintenance screen you can now make a "Service Entry" on an item. This allows you to enter a service that was performed on an item, or service note, without transferring the item out to service. The service entry will show up in the service history like any other service event. Ver 5.8.705 4/14/2017

If a retail sale is refunded and the item was new before the sale, you will now be prompted if the item(s) that were new are still in new condition. If you answer yes the item(s) will now be set back to new automatically. Ver 5.8.705 4/14/2017

When loading retail sales if you saved retail price in inventory with a "$", and you have the system set to get the retail price from the inventory record the $ will now be stripped from the value, so the correct value will be entered as retail, instead of 0.00. The entry field for cash price has been changed to only allow numbers, to prevent $ being entered with the cash price. Ver 5.8.705 4/13/2017

When customers pay by Phone Pay, the confirmation number will now be repeated twice if the transaction is approved. 4/13/2017

There is a new security level you can add to password protect sending custom text messages (anything other than pre-saved messages). Password protecting this feature would prevent employees from sending unauthorized messages by text. Ver 5.8.704 4/12/2017

On the payment screen you can hover over the contract line to display the inventory description on the contract, the contract salesman has been added to this info. Ver 5.8.704 4/12/2017

The customer import process has had the following changes: When an empty phone number or SS number is passed the record will be saved empty instead of "000-000-0000", or "000-00-0000". The customer zone will now allow 15 characters instead of just 10. Ver 5.8.704 4/11/2017

The webpay payment and quikpay screen has been improved for mobile devices. You can view the entire payment details without scrolling left and right. 4/11/2017

The webpay payment report from the RTO Pro Webpay service master login (www.rtowebpay.com/master), now has an option to limit results by the following payments types, All Payments, AutoPay payments only, QuikPay Payments only, and IVR PhonePay payments only. 4/6/2017

The supplier inventory switchout (F12 from inventory maintenance), has been changed to not allow this feature for non serialized inventory. Because of the special handling of non serialized inventory it is not possible to change the model number or give them a serial number. Ver 5.8.704 4/4/2017

The export all data to CSV file from security has been corrected to export all records. If a table had more than 100,000 records only the last 100,000 were being exported. Ver 5.8.703 4/4/2017

The schedule-able processing of webpay payments has been improved. Any messages that would have displayed and stopped the processing are now logged to a log file stored on your server computer in "(Datapath)\Logs\AutomatedTaskLog.txt". The task can also be scheduled in Windows to run even when the Windows user is not logged in. Click here for the help topic here for information about how to schedule webpay to run automatically. Ver 5.8.702 4/3/2017

The "Repair Data Utility" has been moved from the toolbar on the Main Menu to the help menu, since this program should only be ran very rarely and only when instructed by tech support. Ver 5.8.702 4/3/2017

The RTO Pro Webpay Autopay set up screen now has an option to make 1 time payments automatically. The set up is the same for normal autopay, the customer just checks the box for "ONE TIME Payment". After the one payment is processed no other autopay would process unless the customer sets up another payment. 3/23/2017

The credit card entry form for payments through webpay using Xcharge will now open up on it's own page, instead of in an Iframe. This will make it a smoother process, especially for mobile devices. 3/23/2017

The Company Wide Master Inventory page now has an "Export" button, to export the records to Excel. When the file is opened by Excel you will get an open file warning because the file is not saved in native Excel format, it is safe to open the file. 3/23/2017

For RTO Pro Webpay payments the "Field Receipt" field in payment history will now be flagged as follows: "web:P" = IVR/Phone pay, "web:A" = autopay through Webpay, web:Q = quickpay through Webpay Ver 5.8.701 3/10/2017

The log file created when processing webpay payments through the old webpay system will now be saved on the server as well as the workstation computer. Ver 5.8.701 3/10/2017

When processing webpay payments for multiple stores in a central server environment there were some settings that were not being changed at the change from store to store. This was causing some processing settings to use the wrong stores setting. This has been corrected. Ver 5.8.701 3/10/2017

The new Document Imaging module can now scan multiple pages when using scanners with auto document feeders. "Delete" has been added to the right click menu so you can now delete images and PDF's from the module. The new document imaging module is still in beta testing and can be turned on or off in Store Setup under the "Other" tab, line 22. By default the old document imaging will continue to be used until you check the box in store setup, or until beta testing is complete. Ver 5.8.699 3/6/2017

When contracts are closed with other charges or back rent due that is not paid a record will be saved in the contract history with the amounts due recorded, including the breakdown of how much of the amount due is back rent and how much is other charges. If the agreement ever has to be re-opened this would make it easier to determine what any unpaid amount was for. Ver 5.8.699 3/3/2017

There is now an option in Store Setup under the ACH tab to NOT send ACH transactions when the End of Day is ran. When this is checked ACH transactions would have to be sent to the server manually from the "Autopay" screen or using a command line which can be automated to send ACH transactions (see below). Ver 5.8.698 3/1/2017

Sending ACH transactions to the ACH system can now be automated by sending the command line "ach_send" to the End of Day executable (income.exe). So to have ACH transactions sent you could launch for instance "c:\rtowin\income.exe ach_send". This can be scheduled through Windows Task Scheduler. Click here for more info on scheduling the task. Ver 5.8.698 3/1/2017

There is now an option in Store Setup under the ACH tab, for iCheckgateway, to split ACH transactions sent into separate bank deposits based on entry class. iCheckgateway will deposit ACH transactions into separate deposits, this will make it easier to match your records to the actual deposits hitting your bank. Ver 5.8.698 3/1/2017

The Custom SQL Strings report will now check for invalid characters before running and saving SQL strings. When single quote characters are copied and pasted from emails they often get changed to different characters, the system will now check for those invalid characters and replace them automatically. Ver 5.8.697 2/22/2017

You can now automate the retrieval and processing of RTO Pro webpay payments. When run RTO Pro with the command line "ap_webpay", for instance "c:\rtowin\rto-win.exe ap_webpay", the following actions will take place. 1. The RTO Pro webpay server will be checked for new payments. 2. Any un-processed payments will be processed (payments entered into the system). 3. RTO Pro will be closed. You can use Windows Task Scheduler to schedule this to happen automatically any time and as often as you wish. Ver 5.8.697 2/22/2017

The new Document Manager will now allow you to capture images from WIA compatible cameras and web cams. Ver 5.8.695 2/15/2017

The Automated Collection Module has been updated to allow it to be used in countries that use date formats other than "mm/dd/yyyy". Ver 5.8.695 2/15/2017

When going from the SMS Text Control Panel to the payment screen the font on the tool bar was being changed to a smaller size, this has been fixed. Going from a text conversation to the payment screen, then returning to the SMS Control panel would generate an error, this has been fixed. Ver 5.8.695 2/9/2017

When exiting the transfer screen you will now be returned to the transfer menu instead of the main menu. When exiting the transfer menu you will now be returned to the inventory menu instead of the main menu. Ver 5.8.695 2/9/2017

The RTO Pro Webpay Service has been changed so extra money can not be paid on NSF checks, only the total amount due can be paid. Some customers were mistakenly applying more than was due to NSF's. 2/9/2017

The RTO Pro Webpay service will now notify the customer if they that a payment has already been paid through webpay if they try to pay multiple times the same day. 2/9/2017

There is now an option in Store Setup under the "Credit Card / ACH" tab to apply any extra amount to pay entered in the advanced autopay setup to customer deposit instead of just applying to extra payments. Note this only applies when the total amount currently due in less than the amount to autopay. Ver 5.8.692 2/2/2017

For stores using the RTO Pro Webpay service when a customer turns on or off autopay through webpay, the store will now be emailed a notification. 2/2/2017

You can now flag rating(s) as no contact, which means any customer with a rating flagged as no contact will not be sent letters, invoices, text messages, automated calls or have labels printed for them. You set this up in Store Setup, under the "Other" tab, in the ratings section. In the Automated Collection Module the rating will be checked when the list is created and then again before any call or text is initiated in case a customer is changed to "No Contact" after a list is created. Ver 5.8.692 2/1/2017

Companywide Inventory will now display the inventory "Vendor" field, which can be sorted and searched by also. Ver 5.8.692 1/31/2017

The balances by overdue date range buckets will now be included on the Overdue Customer list, even when it is ran as a run sheet type report. Ver 5.8.691 1/30/2017

The Customer Deposit Report (Customer Menu > Customer Listing, button at the bottom of screen), will now include purchase reserve amount in the report, for stores that use purchase reserve. Ver 5.8.691 1/30/2017

The new Document Imaging Manager now has a right click option for images. You can right click a JPG image to make it the default image(the image that optionally displays on the payment screen), and there is also a right click menu item to edit the image in Paint. Ver 5.8.691 1/27/2017

With the new Document Imaging Manager you can now attach up to 999 images or PDF files to a customer. Ver 5.8.691 1/27/2017

Starting with this update deposit history will be sent to the RTO Pro Webpay system, so customers can see deposit payments they have made on the Webpay payment history screen. Ver 5.8.691 1/25/2017

The RTO Pro Webpay system has been changed to display a message when a user has been locked out due to too many failed password attempts (15). The system will now automatically unlock the account after 24 hours so the user can try logging in again. The login can also be unlocked, by store employees, from the store master login, under "Customer Admin". 1/23/2017

The Contract Markup Report now has an "Include All Companies" check box for central server companies. All the reports on the revenue menu with this option have been changed so the report header will say "*All Companies*" instead of the store number when running the report for all companies. Ver 5.8.690 1/20/2017

Webpay customers who have been locked out due to too many wrong password entries can now be unlocked from the Webpay master login, Customer Admin page. 1/20/2017

The Overdue Customer List will now break down total balances by the overdue date range buckets on the summary page of the report. Ver 5.8.690 1/19/2017

The Detail Projected Revenue Report will now include the customer rating as one of the fields in the report. Ver 5.8.690 1/19/2017

The IVR Phone Pay system and the Quickpay function in webpay are both available for companies using Paid Suite (True Merchant Advantage) as their merchant services company. 1/19/2017

The summary page of the customer listing report now has total EPO without tax and total EPO without tax, without other charges for R type contracts. Ver 5.8.689 1/10/2017

Autopay using USA Epay for credit cards has been changed to include the zip and address when processing, also the invoice number has been changed to have 6 digits minimum per USA Epay request. Ver 5.8.689 1/10/2017

The Overdue Report Runsheet export fields will now include the store number for Central Server companies. Ver 5.8.689 1/5/2017

For Central Server companies who have had custom programming done, the flag that enables the custom programming will now be reset at each company change, to prevent one companies custom changes from affecting other companies on the server. Ver 5.8.689 1/5/2017

Since the update to use latest ACH check scanning software was released a bug was introduced that affects scanning multiple checks for 1 transaction, this has been fixed. Ver 5.8.689 1/5/2017

The webpay system sync timeout has been increased to be able to handle thousands of payment transactions without timing out. After returning from the holiday weekend some dealers had issues retrieving payments, this will correct the issue. Ver 5.8.689 1/5/2017

The is a newly designed Document Imaging module that allows you to attach images as well as PDF files to customers. This is still in beta testing and can be turned on or off in Store Setup under the "Other" tab, line 22. By default the old document imaging will continue to be used until you check the box in store setup, or until beta testing is complete. Ver 5.8.688 12/28/2016

In Store Setup under the "Other" tab there is now an option to automatically reload the payment screen for the same customer after a payment is processed. Ver 5.8.687 12/21/2016

The latest change to the scheduler for 1000 trucks had a bug that caused all trucks over #19 to be saved as truck #19. This is corrected. Ver 5.8.687 12/21/2016

There is now an option in Store Setup, under the text messages tab to save all incoming texts, even if the phone number that sent the text is not found in your system. So the text would be seen from the text control panel, but would not be linked to a customer record. This feature should not be enabled by companies that share the same text number between multiple stores. Ver 5.8.687 12/16/2016

The Scheduler number of trucks / drivers that can be scheduled was increased from 18 to 1000. To set up the additional trucks click on Calendar > Options in the scheduler. Ver 5.8.686 12/15/2016

When loading a new customer if the customer name is already in the system instead of not allowing you to continue to load another account under that name you will now be prompted if you want to continue to load the account even though it already exists. Ver 5.8.686 12/15/2016

When exporting the payment / transaction report to Excel the customer rating will now be included in the Excel file. Ver 5.8.686 12/15/2016

The Projected Revenue Report can now be ran by customer rating / status. So you can exclude specific ratings / statuses from the report if you wish. Ver 5.8.685 12/8/2016

The Detailed Projected Report now has a check box for central server companies to include all stores. Ver 5.8.685 12/8/2016

If you had a webpay payment to process and deleted it instead of processing it, the webpay reminder would be displayed, even though there are no web payments to process. This has been changed to only show the reminder when there are unprocessed payments. Ver 5.8.685 12/7/2016

Added code to check for duplicates in webpay payments. There were a few reported instances of payments being processed twice. Ver 5.8.685 12/7/2016

For stores that use the RTO Pro webpay service and use USA Epay as their credit card provider, your customers can now set up autopay online and use credit card as the payment form for autopay. 12/7/2016

The export for the Overdue customer report, when ran as a runsheet type report, will now include the customer rating field. Ver 5.8.685 11/22/2016

When the last billing run is canceled it will now be recorded in security alerts. Ver 5.8.685 11/21/2016

Merchants using USA Epay for credit cards can now optionally use a secondary merchant account within the Autopay function. The secondary merchant info needs to be entered in store setup, then a drop box will be displayed on the Autopay screen to select the primary or secondary merchant account. Ver 5.8.684 11/21/2016

The serial number field in the contract inventory switchout function has been changed to hold 30 characters and text box has been widened to be able to view longer serial numbers. Ver 5.8.684 11/15/2016

The invoice field in the inventory switchout function in Inventory Maintenance has been changed to allow 20 characters. Ver 5.8.684 11/14/2016

The NSF load screen now have a "Billed" check box at the lower left, if you want the NSF to be included on invoices sent to the customer. If you check the box and load an NSF the box would be checked by default the next time you load an NSF. Ver 5.8.683 11/11/2016

The password level to temporarily disable time clock privacy has been changed to the same level as printing all employee time records instead of editing time records. So an employee who is allowed to print all time reports will also be able to see all time records on screen. Ver 5.8.683 11/4/2016

RTO Pro was updated to be compatible with the newest drivers for the Smartsource Edge check scanners. Ver 5.8.682 10/24/2016

The security recording feature now records the computer and session name when changes are recorded. The computer is the actual computer name the user was on when changes were made, the session name is when the user was connected via an RDP session. Ver 5.8.682 10/20/2016


Customer's email address and contract term(weekly, monthly etc.) for the customers oldest open contract are now available to print on form letters. You can add these fields by editing the letters from Customer Menu > Edit Letters. Ver 5.8.680 10/19/2016

When using a pause between calls in the Automated Collection Module if a cell phone was the only number called the system would not pause between the calls. This has been corrected. Ver 5.8.679 10/11/2016

The EPO$ included in rental figure on the Revenue Summary report will now always display when there is EPO revenue, even when you limit the report by salesmen or zones. Ver 5.8.679 10/3/2016

When using the Automated Collections Module to send text messages Central Server companies now have the option to use each stores outgoing text account info when creating lists for all companies. To enable this check the box under the setup screen. With this enabled each stores customers would be texted with the individual stores outgoing text number, instead of all being texted using the outgoing number of the current store. Ver 5.8.678 9/20/2016

When using the Automated Collections Module to send text messages the functionality has been changed to pause between texts, same as the pause between calls. This was changed due to reports carriers blocking numbers that send texts too fast (too many texts per minute). So now if you have a pause set up the texts will be sent right after the automated call is made(if a call is made also), and then the system would pause before advancing. Previously with a pause set for calls the system would make all voice calls, then send texts afterward without pauses. Ver 5.8.678 9/16/2016

You can now view the bank info for any ACH transactions from the ACH transaction list. Right click on the transaction and click "View ACH Account info". Ver 5.8.678 9/12/2016

Added Date of Birth to Teletrack Report page. Had reports this is now a requirement for Teletrack. Ver 5.8.677 9/6/2016

When Authorization Forms are printed there will now be a note added to the customers action table. Ver 5.8.677 8/29/2016

For Central Server store from the payment screen if you search by contract number it will now bring up customers from any company instead of just the company you are currently working in. Ver 5.8.677 8/25/2016

"Salesman" is now an available field to print on ACH Authorizations. Ver 5.8.677 8/25/2016

You can now choose multiple ratings to be separated on the web payment process report. There is now a list with check boxes by each customer rating, you can check multiple boxes. Ver 5.8.675 8/18/2016

"Salesman" is an available field to print on letters now. This will print the salesman for the oldest open contract of the customer. Ver 5.8.675 8/16/2016

"Employeefirst" field (employee's first name) was not filling in for letters printed through customer listing form letters, this has been fixed. Ver 5.8.675 8/16/2016

The PO/Reference number on contracts can now be edited even on closed contracts. To do this you would go to Customer Menu > Customer Inquiry > pull up the customer > Push "R" to go to their rental contracts (or "S" if you want to do it for a sale contract) > click the "Edit PO" link beside the PO Reference number. Changes to the PO/Reference number from here are also tracked in security and in the contract's tracked changes list. Ver 5.8.674 8/10/2016

The RTO Pro Web Applications Service now accepts bank routing number. If this info is entered by the customer the bank info is saved under the "ACH Bank Info" in RTO Pro, if the routing number is not sent the bank info is stored under the regular bank info fields. 8/11/2016

The RTO Webpay payment screen can now have a custom message displayed on it, for instance some stores want to display the message "Note to pay off your account please contact the store". If you would like a custom message displayed on the webpay payment screen your customers see, contact tech support at 352-383-9375. 7/27/2016

The emailed Autopay reminder will now include the description of the first item on the contract as a reference to the customer. Ver 5.8.673 7/27/2016

Printed payment history will now include the customers cell, message and other phone numbers. Ver 5.8.673 7/27/2016

With the new EMV enabled credit card swipers if you canceled a transaction you would not be prompted if you want to process the payment in RTO Pro without charging a credit card, this has been changed so you have the same functionality as you did with the old swipers. Ver 5.8.673 7/25/2016

You can now re-open rental agreements, even if the inventory is no longer in stock. At the time of re-open you will be prompted if you want to re-open the contract without that item(s), if you select yes the agreement will be re-opened and you could then do a switchout in contract maintenance to add the new item(s) you are giving the customer. Ver 5.8.671 7/20/2016

The webpay master login, customer admin feature has been changed to bring up all login records when you search by account number. The search by email will now bring up just matches to the email entered instead of bringing up all login records for your company. 7/12/2016

The report viewer now has a search feature. You press Alt-S or F3 to start a search, then you can press F3 to find the next match. This can be used for searching any reports that are displayed in the report viewer. Ver 5.8.670 7/8/2016

When you have the Time Clock set to hide the employee time records that display on screen there is now a button you can click to display them, this is password protected at the same level as printing time records. Ver 5.8.669 7/7/2016

The Dealer Payment feature on the RTO Pro webpay service now allows the dealer to save a serial number. The dealer payment report now shows the credit card approval number and last 4 of the CC number. 7/5/2016

When sending mass texts using the webpay link sometimes the same link would be sent in all texts, this has been corrected. Ver 5.8.668 6/28/2016

The function that imported online applications was creating empty "Printed" contract records when there is no contract info being passed. This has been corrected and will now only create contract records when you are using your own server for online aplications and include contract info online. Ver 5.8.667 6/27/2016

There is now an option in Store Setup, under the "Other" tab you can check if you do not want employees to be able to see their own time records or print their own time clock reports. Ver 5.8.667 6/16/2016

Sending Text Messages can now be password protected, you set this up in Security(setup menu option 5). Ver 5.8.665 6/15/2016

Changing a customer rating FROM a No-Rent status can now be password protected at a higher security level than other rating changes. This is setup in security. You set up what ratings are a NO-RENT rating in Store Setup. Ver 5.8.665 6/15/2016

For Central Server companies the "Include All Companies" check box on some reports will now only be visible to employees who are set to be allowed to work in all companies. Ver 5.8.665 6/14/2016

The shed price calculator can now have 2 sets of divisors that you select from a drop down list. This would enable you to have contracts that can have different figures used to calculate pricing for different dealers, etc. Ver 5.8.664 6/13/2016

You can now flag multiple ratings to not allow new rentals or open retail sales to be loaded. For instance you may not want to allow new agreements to be loaded to 5 different customer ratings, this is now possible. You set this up in Store Setup, under the "Other" tab, in the customer ratings section. Ver 5.8.663 6/9/2016

The RTO Pro webpay site now has a dealer payment page available. Any stores using the webpay service can now allow their dealers to accept down payments by credit card or ACH, collected on dealer lots, through the webpay service. Contact support at 352-383-9375 to get more details or to get set up to use this feature. There is no additional charge for this service if you use the webpay service. 5/27/2016

The AutoPay screen has a check box for "Do NOT Print Receipts.". When this box is checked receipts for the individual payments and the totals receipt will not print, they will be saved in the receipts data so they are available to view or print later if needed. Note if you have your system set to never print any receipts, this box left unchecked will have no affect on that setting. Ver 5.8.662 5/17/2016

When loading rentals or retail sales for past dates (an option that is available through security), the past date you enter will now be the date that shows up in the inventory history, instead of today's date. Ver 5.8.662 5/17/2016

A recent update to deposits in the print/preload process caused a bug in deposit amount printing on contracts when printed during the load process, this has been fixed. Ver 5.8.662 5/17/2016

When you have web payments to process there will now be a reminder message displayed on the main menu of RTO Pro. You can click on the reminder label to go directly to the screen to process web payments. Ver 5.8.661 5/10/2016

When the SQL string report page was redesigned the scroll bar for the save SQL string list was disabled, it has been enabled again. Ver 5.8.661 5/9/2016

The text messaging service has been updated to the latest API, which includes more details on failed messages among other service improvements. Ver 5.8.660 5/4/2016

The Custom SQL String Report form has been redesigned to allow unlimited length SQL strings to be ran. The area that contains the actual SQL string can now include carriage returns within the SQL string so the SQL string can be broke into parts to make it easier to read. Ver 5.8.659 4/27/2016

The webpay links can also be included in text messages sent from the automated collection module. Ver 5.8.658 4/20/2016

The security report in the end of day(if you have yours set to include security recordings) will now include the account and contract number if applicable. Ver 5.8.658 4/18/2016

Webpay Links in texts sent through RTO Pro: You can now include RTO Pro Webpay Service quickpay links in text messages. You must be signed up to use the RTO Pro Webpay Service and have your webpay company ID saved in your store setup to use this feature. To include a quickpay link in a text simply include {WebPayLink} in your text message sent through RTO Pro. When the customer receives the text they can click the link and be directed to the webpay site to pay a payment without creating a login. Ver 5.8.657 4/14/2016

When doing an inventory switchout on a contract or adding an item to a contract if the contract amount is changed during the process because of a rate change the cash price on the contract will now be changed the same percent as the contract amount. Please note you should always verify contract amount and cash price after doing any kind of switchout or add on. Ver 5.8.657 4/13/2016

When using the add to transfer button from inventory inquiry if you went into transfer out and did not add any items the normal way you would be prompted to enter a reason for deleting the item(s) being transferred out. This has been changed to no longer prompt you for a reason and use "transferred out" as the reason automatically. Ver 5.8.657 4/13/2016

Contract/agreement number is now available to print on letters. It will only print one contract number, in cases of customers with multiple open contracts it would print the contract number of the oldest open agreement for that customer. Ver 5.8.655 3/30/2016

When printing / preloading an agreement you can now enter any deposit to be paid with the agreement, which will also print on the contract if you have that field on your form. Ver 5.8.654 3/29/2016

Icheckgateway ACH reporting system for checking cleared and returns only handles 45 days. Our system has been set to automatically only allow 45 days as the range passed to Icheck, so instead of getting no results when you have old transactions you will now get results for the past 45 days. Transactions older than 45 days would have to be flagged as cleared or returned manually. Ver 5.8.654 3/28/2016

For companies who use the RTO Pro Webpay Service the billing has been changed for autopay transactions. If you have a customer who is setup for autopay through webpay for multiple contracts on the same day you will only be charged one transaction fee instead of one fee per contract. 3/24/2016

For letters there is a new field available "{last_grace_date}". This field would print the last date the customer can pay a payment without owing a late fee on the current payment for the contract with the earliest due date. Ver 5.8.653 3/23/2016

The On Screen Account Manager will now display info about saved credit card and ACH info on file for the customer. Ver 5.8.653 3/23/2016

The RTO Pro Webpay service has a new "Quickpay Kiosk" feature. This feature is designed to allow you to set up a payment kiosk in your store or anywhere else to accept web payments. This feature could also be used to accept payments from customer without them having to create a login, so you could have a link from your website for the normal webpay login page and another to the quickpay kiosk that would allow the customer to enter their last name, account and agreement number to pay a payment. Or you could  have just the quickpay kiosk link on your website and collect all web payments using this method. When using the quickpay kiosk method to pay online the customer cannot view their agreement details or their payment history, they have to create a login and use the normal login process to see this info. Call 352-383-9375 to get your quickpay kiosk link. 3/17/2016

Document Imaging and viewing a customers application screen can now be password protected. Ver 5.8.650 3/14/2016

Security alerts are now recorded for customer ratings / status changes. Ver 5.8.650 3/14/2016

For Central Server companies there is now a check box in security to include all stores records when viewing recorded security alerts. Ver 5.8.650 3/14/2016

When exporting records to Excel from SQL string records or from collections export if there are more than 16000 records and if any of the fields contained carriage returns the resulting Excel file would not align correctly. This is corrected. Ver 5.8.649 3/8/2016

From the webpay master login, customer admin page, you can now delete saved credit card / ACH info for a customer, so it cannot be used for future transactions. 3/7/2016

The following features have been added to the RTO Pro Webpay service: You can now see a list of employees with a master login and set employee permissions. This will allow you to specify what each employee is allowed to do through a master login. You can now see a list of your customers who have a login in the webpay system, search by account number or email address, reset a customers password or delete a customer login from the new "Customer Admin" page. 3/3/2016

You can now require the Xcharge user / password to be entered when launching Xcharge from RTO Pro when there is no transaction involved. The new setting is in Store Setup under the Credit Card / ACH tab. This will prevent employees without the Xcharge user/password from launching Xcharge and running charges outside of RTO Pro, viewing reports etc. Ver 5.8.648 2/26/2016

If you use the Shed Calculator to calculate pricing during loading rentals the calculator will now display when using the Print/Pre-load/Quote function also. Ver 5.8.648 2/25/2016

In payment history web payments will now display the date paid online in the "CKNUM" field, formatted like "PD: MM/DD/YYYY". This is for a quick reference to when the payment was paid online, since sometimes they can be processed day(s) later. Ver 5.8.648 2/25/2016

The Retail Sales Report, when ran with the "Show Cost" option will now subtract refunds from the total cost displayed on the report. So if you load a sale, then refund it and there are no other sales for the day the total cost will =0. Ver 5.8.648 2/25/2016

For stores who use tax zones the county and city information will now be printed on the line directly below the tax zone description on the top section of the sales tax report, if that info is present in the tax zone data. Ver 5.8.647 2/23/2016

When contracts are loaded through the load existing contracts program the inventory history for the rented items will now be recorded, same as if loaded from the main RTO Pro load contracts. Ver 5.8.647 2/22/2016

When charges are added to "Other Due" you will now be required to enter a reason for adding the charges. This info along with the details of the change will be recorded and viewable from the "View Recorded Changes" link on the contract detail screen and contract maintenance. When a trip fee is added to other charges due automatically when a run sheet is printed this will now show up in the contract recorded changes as well as the customer action table. Ver 5.8.646 2/13/2016

For companies that use tax zones the sales tax report will now order the data on the report by state, county, city and tax zone, instead of just state, county and city. Ver 5.8.646 2/11/2016

The Managers Delinquency Report (button at lower left of the overdue customer listing report) will now only include the customer statuses that are checked on the overdue customer list report page. For Central Server companies the "Include All Companies" check box will now also apply to the Managers Delinquency Report. Ver 5.8.646 2/11/2016

There are 15 more customer ratings / statuses available now, K-Z, except O to avoid confusion with 0 (zero). You define the meaning for these in store setup under the "Other" tab. Ver 5.8.645 2/9/2016

You can now password protect the feature to print a single employee's time clock reports in the time clock. This setting is in security under the function security levels tab. Ver 5.8.643

There is now an option in Store Setup, under the Receipts tab to format receipts to fit in window envelopes. It is formatted to fit into double window envelopes, with the store address and customer address lined up in each window, although it will also work with single window envelopes with just the customer address showing through the window. This is for stores who wish to mail receipts to their customers and only works with payment receipts and contract close receipts. Ver 5.8.642 2/2/2016

The Inventory Agent Flip process was updated to allow more than the previous maximum of 32000 items flipped at one time. The maximum is now over 2 billion. Ver 5.8.642 2/2/2016

For users of the RTO Pro Gallery Web service you can now use up to 250 characters for the web category, which is edited from the www.rtowebpay.com/master administration page. Ver 5.8.641 1/28/2016

The security level to edit a customers rating/status was incorrectly set to the same setting as editing customer address info. It now has it's own possible security level. Ver 5.8.641 1/28/2016

The customer listing report, when ran for closed contracts now has an option to include "Cancelled" contracts. Ver 5.8.640 1/18/2016

The Xcharge system with EMV support set up in s store will no longer allow transactions to be ran without partial approval support, so if a partial approval is received for an autopay payment the partial approval will be voided and it will be handled the same as a decline. Ver 5.8.640 1/18/2016

The custom report and collections export would hang when exporting to XLS or CSV when there were more than 16000 records being exported. A new process has been created to handle large number of records. Ver 5.8.640 1/15/2016

When using the feature that allows you to enter a past date for a transaction if you loaded a new rental agreement or new sale and F5 to add a new customer during the process today's date would be used instead of the entered date. This is fixed. Ver 5.8.639 1/13/2016

Payoff calculations have better handling of back rent due for stores that use the feature to move due date full term for partial payments. Ver 5.8.638 1/11/2016

RTO Webpay update: If your company is set to not allow partials a decimal will not be allowed in the extra payments field, to prevent paying payment plus fractions of payments. 1/7/2016

RTO Webpay update: The master login customer search page will not allow alpha entry in the account number field now, to prevent errors when entering non numeric characters in the account number. 1/7/2016

The inventory receiving screen has been changed to make it easier to understand when the category selection list is open. Ver 5.8.636 12/10/2015

In Store Setup, under the Receipts tab there is now an option to be prompted to email customer receipts. So you can have receipts sent automatically or be prompted if you want to email each receipt. Ver 5.8.635 12/4/2015

The customer commitment date is now in the export info when you run the overdue customer report as a runsheet type report. Ver 5.8.635 12/4/2015

Last payment info field is now available to print on letters {lastpmtinfo}. This field will print the last date the customer paid and the total they paid that day, for instance: "Paid: $27.01 on 8/18/2015" Ver 5.8.633 11/5/2015

Changes made to RTO Pro to support our new online gallery service. The service is still in beta testing but will be available soon at no charge to all RTO Pro current support and lease customers. If you would be interested in testing the service or checking it out contact support at 352-383-9375. The gallery service will allow you to display stock inventory on a website, where you customers can see images of the products and pricing. The gallery service works with the RTO Pro applications service so customers can select inventory online, select pricing/terms they wish, then fill out an online application and submit it all directly to the stores RTO Pro system for processing. Ver 5.8.631 11/4/2015

You can now have EPO Tax Zones in RTO Pro. An EPO Tax Zone is for states that require one tax zone/rate while the customer is paying payments and a different tax zone/rate when they pay off early. To enable this feature from the tax zone setup screen click the Function Keys menu, then click "Add EPO Tax Zone Field". After that any tax zone that requires a different zone for EPO you will enter the name of the EPO zone in the "EPOZone" field. For instance you could have a tax zone named "001", if this tax zone requires a different rate for early payoffs and the zone that should be used for EPO is zone "002", you would enter "002" in the EPOzone field for tax zone "001". Ver 5.8.630 10/22/2015

If you scan checks ACH process them there is now an option in Store Setup, under the Credit Card/ACH tab to NOT scan and process money orders through the ACH system. Before this was automatic to process money orders if you processed checks through ACH. This has been added as an option, some ACH providers do not support money orders through the ACH system. Ver 5.8.628 10/14/2015

When a contract is closed as early payoff and has a damage waiver credit, the transaction will now subtract the DWF credit from DWF paid and add the credit to rent paid, which more accurately reflects the split of the revenue. Ver 5.8.627 10/13/2015

The data export feature in security will now export all stores data at once for central server companies. Ver 5.8.626 10/8/2015

The time clock records displayed under an employee can now go back 500 pay periods instead of only 10. Ver 5.8.625 10/6/2015

Customer Rating/Status is now displayed on the Payment Screen. 5.8.623 10/6/2015

The "Salesman" can now be printed on delivery, pickup and service forms. Ver 5.8.623 10/1/2015

When adding a new customer from the Teletrack report screen a social security match check will be ran, the same as when you add a new customer from the regular new customer load screen. If another customer in your records has the same social security number you will be notified and not allowed to add the customer record. Ver 5.8.622 9/23/2015

The feature that allows you to enter any transaction date for taking a payment or loading a new agreement(disabled by default, it can be enabled in security), can now be password protected. So if you want to enable this feature but limit who has the ability to use it that is now possible. Ver 5.8.622 9/22/2015

The Contract Transaction Report which can be included in the End of Day report will now include salesman info for new sales, new rentals and also closed contracts. Ver 5.8.622 9/22/2015

On the Autopay screen there is a new check box to email reminders and credit card expiration notices before the autopay payment is scheduled to process. When this box is checked 5 days before a payment is scheduled to be processed through autopay a reminder will be sent by email. If they are set to pay by credit card and the credit card is expired they wil be emailed a message leting them know the card on file is expired and to contact the store to provide new CC info. Ver 5.8.621 9/19/2015

When payment history is emailed the PDF and the subject of the email will now be called "Payment History" instead of "RTO Pro History". Ver 5.8.621 9/17/2015

The export data to CSV files from the Utilities menu of Security has been updated to improve performance and handles large data fields such as comments in the customer applications table better. Ver 5.8.619 9/11/2015

If you do ACH check conversion in your store(where you scan checks and send them through the ACH system instead of depositing at the bank), money orders will now also be scanned and processed through the ACH system. Ver 5.8.618 9/4/2015

Transaction / Convenience fees can be added to new rental agreement loads as well as retail sales now. This can be added manually by clicking a button or it can be set to charge automatically for credit card payments with the new settings under the "Club/..." tab in Store Setup. Ver 5.8.618 9/4/2015

The new feature that prints how payoff amounts were calculated on payoff receipts can now be disabled, in Store Setup, under the "Receipts" tab. Ver 5.8.618 9/4/2015

When paid in full letters were emailed the form name and subject line of the email would say "RTO Pro Payoff Letter", this has been changed to just "Payoff Letter". Ver 5.8.618 9/4/2015

The Same as Cash amount printed on receipts will not deduct DWF credits now. At the time of the payment, if due today or paid ahead they would have a DWF credit, the next day if due today they would not have a DWF credit. So it would be more accurate to give the amount without the DWF credit and cause less confusion, better to give a higher amount and then let them payoff for less than to give a lower amount then explain why the payoff is higher. Ver 5.8.618 9/1/2015

The Load Existing Contracts program will now save the Tax Zone when entering history. Please note this program should not be used for ongoing payments collected, only previously collected payments, before you started using RTO Pro. Ver 5.8.618 8/28/2015

All the screens that start Xcharge to save credit card numbers will now change the mouse pointer to the "busy" pointer to make it easier to tell that Xcharge is in the process of being launched. Ver 5.8.618 8/25/2015

Central Server companies now have the option to have a different next customer account number for each company/store. Ver 5.8.616 8/18/2015

Made changes to handle central servers stores who use RTO Pro webpay and Ecomplish IVR with separate webpay sites. Ver 5.8.616 8/18/2015

When payment history is printed it will now print in landscape orientation and print more columns. There is also an "E-mail" button on the payment history screen. When this button is clicked the history will be saved as a PDF file and attached to an email. The customers email address, if on file will be filled in the TO field automatically. The email send screen will open so you can edit the body of the text if you wish before sending. Please note you should verify the personal information included in the PDF is legal to be included in an email in your state and country before using this feature. Ver 5.8.614 8/6/2015

When running an inventory report in the "Turns" layout the average anticipated turns was not calculating correctly unless the report was ran for "Rented" status only. This will now give the correct average anticipated turns for rented and leased items only, on the report, even if the report is ran for all statuses. Ver 5.8.614 8/2/2015

The More Comments screen has been commonly dragged off the screen then closed, causing it to re-open off the screen the next time it is opened. We added code to prevent this from happening but that prevented the more comments screen from opening on a second monitor. This update will load more comments in its last location, no matter where that may be, but we also added a right click option to the buttons. If you right click the more comments button it will reset the location to the default location, so it can be easily reset if it is ever closed off screen. Ver 5.8.613 7/29/2015

For shed rental companies that use the purchase reserve feature, the customer listing report will now report the total amount of purchase reserve paid on contracts included in the report. Ver 5.8.611 7/20/2015

The Sales Tax Report has been optimized for reports by customer zone and can also be ran for a specific Salesman. Ver 5.8.611 7/20/2015

The Projected Income Report can  now be ran for a specific salesman, returning only projected income on contracts who's salesman matches the selected salesman on the report screen. Ver 5.8.610 7/14/2015

The Projected Income Report can now be ran by Customer Zone/Route. Ver 5.8.610 7/13/2015

Web payment processing has been improved to help prevent payment transactions being doubled. If 2 users or the automatic retrieval process runs at the same time a user performs a web payment sync the payments could be doubled in the web payments database table. The process payment feature has been improved to check for these doubled transactions and to flag one of the records as a doubled record so it is not processed. Ver 5.8.609 7/10/2015

When Autopay is setup to collect late charges also if a customer had 2 agreements or more only one late fee was being charged through autopay, the other late fees were accumulating. This has been corrected to collect late fee for all contracts on autopay. Ver 5.8.608 7/1/2015

When you ran the retail sales report for new paid in full sales only if a sale was refunded the refund transaction was not being included in the report, this update changes this behavior so the original sale and the refund are included in the report if both transactions are in the selected date range. Ver 5.8.608 7/1/2015

If your company has 2 merchant accounts with Xcharge(one for regular charges and one for autopay) the totals for both will now be displayed in the End of Day and deposits will be created automatically for the total charges on both accounts. Ver 5.8.607 6/29/2015

Central Server companies now have an option to include all stores in overdue customer reports, including for sending form letters. Both the overdue report and customer listing will now say "ALL Stores" in the report header when running for all stores. Ver 5.8.607 6/22/2015

Early payoffs, same as cash payoffs and regular payoffs will now print the breakdown of how the payoff amount was calculated on the payoff receipt(this is the same info displayed on the screen when you payoff an agreement). Note this does not apply if you use the California EPO method. Ver 5.8.606 6/18/2015

If a customer pays off with a Same as Cash or Early Payoff option and they have damage waiver and are paid ahead, they will now be credited any pre-paid damage waiver off the payoff amount. It will only credit full payments paid ahead, for instance if today is 5/5 and their due date is 6/5, they would be credited one monthly damage waiver fee, if today is 5/6 and their due date is 6/5 they would not be credited any damage waiver. Ver 5.8.606 6/18/2015

Credit card processing was redesigned to add support for EMV credit card processing through Xcharge and to support Xcharge's new integration method using XCClient.dll. Click here to see a help topic about EMV and required steps after installing this update if you use Xcharge to process credit cards. Ver 5.8.602 6/8/2015 Please note this update will not be released until we receive EMV certification from Xcharge and Xcharge updates their support books so they can provide support to our merchants.

After you log in to the Webpay master site (www.rtowebpay.com/master) there is now a button to view your companies company-wide inventory. This would allow you to give employees the ability to view company wide inventory, even if they do not have access to a computer with RTO Pro installed. 6/9/2015

The "More Comments" screen will now automatically open at it's default location if it is dragged off the screen and closed, instead of opening at its last closed position. Ver 5.8.601 6/1/2015

The Document Imaging Module now works correctly with role based security. Ver 5.8.599 5/21/2015

You can run the Revenue Summary report now with it only including selected Tax Zones. You can multi-select tax zones by holding the CTRL key when you click the Tax Zones to include in the report. Ver 5.8.595 5/17/2015

If you enable late fees by state you can now charge different late fees based on contracts date. For instance if you charge a late fee of $10 for anybody who's contracts started 5/1/2015 or after and a $5.00 late fee for anybody who's contract started before 5/1/2015 this is now possible. Enable late fees by state and setup the late fees in Store Setup, under the "Late Fee" tab. Ver 5.8.595 5/16/2015

The inventory Maintenance / Inquiry screen now has a "Transfer Out" button. Clicking this button will add the item to a temporary transfer list, which will be brought into your transfer out screen when you go into transfer out. Ver 5.8.594 5/7/2015

For Central Servers when moving a contract from store to store in contract maintenance the store number you enter to move to will now be verified to be a good store number before the move is processed, to prevent operator error. Ver 5.8.594 5/1/2015

When you go to the customer inquiry screen (customer menu option 1) and pull up a customer, if you push the payment key (F2) you will now go directly to the payment screen for that customer. Ver 5.8.593 4/26/2015

Each Inventory labels / price tags can now be assigned it's own specific printer. The printer is now saved for each label, so you can have some labels that print on a Dymo printer for instance and others that print to a laser printer, without having to choose the printer each time you print them. These settings are saved on each workstation and would affect all users on that workstation.  Ver 5.8.593 4/24/2015

The RTO  Pro Webpay site will now include a check box to save credit card / ACH info for future payments. Previously the last credit card or ACH info used was always available for re-use for payments, they will now only be available if the customer checks the box to save the info. 4/11/2015

The last payment date and amount paid will now display on the On Screen Account Manager screen for easy reference. This will be directly below the "Days Overdue" label. Ver 5.8.591 4/7/2015

When an agreement is re-opened it will now create a record in security and also show up under the contract recorded changes. Also when Central Server companies move a contract from store to store a security record will be created to record the move. Ver 5.8.591 4/6/2015

The Webpay Autopay feature has been changed so that if your store is setup to not accept partial payments and a customer owes more than a regular payment amount at the time the Autopay is processed, the payment would not process and Autopay would be turned off for that contract. The customer will be emailed a message about the failure and about the Autopay being turned off. 4/2/2015

Improved the login feature when you have the system set to login at startup. If the login screen comes up and you hit cancel it will not pop up again until you try to access another menu item. Also hitting cancel will not prevent you from logging in subsequently. Ver 5.8.590 4/1/2015

The company-wide inventory web page has been redesigned with a search feature and click-able headers to choose what column to sort by. 3/30/2015

For emailed invoices there is now a new field available provide a link to a new feature on the RTO Pro Webpay service for "Quickpay". This allows a custom to click a link in the email body of the invoice you email and pay a payment on their account without setting up a login. From the Quickpay screen there will be no personal info and no way to see history or contract detail, like you can from the normal webpay screen. The Quickpay payments will be sent to the store and processed the same as a regular webpay payment. This field would have to be inserted into your "Email Invoice" form in printer/form setup and you will also need to enter your stores webpay account number in Store Setup, under the "Other" tab, contact support to get your companies webpay account number. Ver 5.8.588 3/27/2015

When inventory categories are renamed or deleted it will now be recorded in security. Ver 5.8.588 3/27/2015

The daily management report new rental rent adjust has been changed from "Corp Promotion Rent Deferred", which was a formula created for a past dealer to this new formula: This is the amount of rent adjustment on down payments for new rentals. For instance if a weekly agreement is $7 plus tax and $5.00 + tax is collected as a down payment but the due date is made to be 7 days later the new rent adjustment would be $2.00 for this agreement. Ver 5.8.588 3/15/2015

 

 

 

 

Update No. 5.8.587 3/4/2015 RTO Pro Windows

1.You can now enter an amount to pay by Autopay in the Advanced Autopay Setup screen from contract maintenance. The way it would process if the customer owes other charges is it would take as many full payments as possible with the autopay amount and any additional would be applied to their other charges due. For instance if a customer's total payment is $25 a week and they owe $15 in other charges and you setup to autopay $60.00, it would pay 2 full payments and $10.00 toward other charges. This with the new feature for 1 time autopays will allow you to setup a one time automatic payment for any amount on any date. Ver 5.8.587 3/4/2015

2.Redesigned the store report page for the RTO Pro Webpay master login: www.rtowebpay.com/master 3/5/2015

3.In the Advanced Autopay Setup in contract maintenance you can now specify for each contract to either use the default autopay payment form, the saved credit card or the saved ACH info as the payment form. This will allow a customer to pay some contracts by credit card and others by ACH on autopay. Ver 5.8.585 2/25/2015

4.If you are setup to allow different EPO discount percentages on each contract and you have O type contracts set to calculate EPO same as RTO contracts you can now edit the EPO discount for O type contracts in contract maintenance. Ver 5.8.584 2/19/2015

5.The setting for how many credit card receipts to print will now accept 0 as a quantity if you want to print the regular receipt but not the credit card receipt. Ver 5.8.583 2/18/2015

6.Security alerts will now be recorded any time an agreement is closed and the amount past due is changed, previously during contract close alerts were only recorded for changing payoff amounts. Ver 5.8.583 2/12/2015

7.Autopay now has an advanced setup option on the contract maintenance screen. With this new option you can now setup autopay to process on any date, either for a one time payment or repeating payment. This will process based on a date you enter instead of the contract due date. Ver 5.8.582 2/10/2015

8.The End of Day program will now automatically enter webpay credit card payments in with the locally charged credit card deposits. American Express will be saved as a separate deposit from other credit card types. This can be disabled under Setup in the End of Day if you do not want to use this functionality or if your local and webpay credit card deposits are not combined when they hit your bank. Ver 5.8.582 2/3/2015

9.The web application import feature will now display pop-up messages about how many applications were imported as well as display basic info about any apps imported. The RTO Pro web applications service now accepts reference names in 2 fields, last name and first name, so they can be properly added to RTO Pro as "Last,First" so reference reports can be pulled using Datatrue without having to edit the name field. Ver 5.8.580 1/28/2015

10.If you have security set to hide inventory cost the cost will also be hidden when an inventory search is done by the inventory description field. Ver 5.8.579 1/26/2015

11.Stores that use MS SQl server as their database front end can now use the "Show all customer records in Custom report" button from the customer listing report screen. Ver 5.8.579 1/26/2015

12.The download update process can now be automated by passing the switch "/auto" to the file "RTO Pro Update.exe". This will launch the download update program and strt the download, then exit when the download is complete. Ver 5.8.579 1/26/2015

13.In emailed invoices you can now place images with hyperlinks in the body of the email. Currently you would have to edit the invoice HTML file outside RTO Pro and add code like below:

<a href="http://www.rtopro.com"><img src="file:///d:/rtowin/docs/buy_now.png" alt="buy now"></a>

Change the url and file name and path to file as needed. Ver 5.8.579 1/24/2015

14.Web payments can now be canceled before they are processed. From the web payment process screen you can right click on the payment you want to cancel, then click the menu item that displays to cancel. This is to cancel transactions that the customer entered by mistake, doubled etc. Please note any credit card payments paid only are charged at the time of the transaction, so if you cancel a transaction through RTO Pro this way you would still need to cancel their credit card charge through the Xcharge web interface. Ver 5.8.577 1/16/2015

15.If an Ecomplish web payment is incorrectly sent 0.00 as the amount paid you will now be notified when you try to process the payment that the amount is incorrect and cannot be processed. Ver 5.8.576 1/14/2015

16.When sending emails directly from the Sendmail screen (click "SendMail" from the main menu), if there is an error sending the email the entire SMTP send log will be displayed on the screen. There is also a button that will copy the entire log to your clipboard to allow you to send this info to your email provider for them to troubleshoot. Ver 5.8.572 12/18/2014

17.Transaction fees will now be labeled "Convenience fee" on receipts as some states do not allow a transaction fee but do allow a convenience fee. Ver 5.8.571 12/15/2014

18.You can now add a transaction fee to contract close transactions, you can also set the system to automatically add a transaction fee for credit card payments from the contract close screen. This option is set in store setup, under the "Club / Central File /Datatrue / Text MSG" tab. How the fee is calculated will use the same method as you have set for payments. Ver 5.8.569 12/11/2014

19.Avery label 5195 (4 across 15 down, 60 per page) has been added as a label option when printing customer labels from the customer listing or overdue report. Ver 5.8.568 12/10/2014

20.If you had your system set to add a transaction fee to credit card payments automatically and entered "4 Use Credit Card on file" as the payment form the fee was not being added automatically, this has been fixed. Ver 5.8.568 12/10/2014

21.If a webpay payment was paid that included a convenience fee, on a contract that was no longer active, the fee would be processed and nothing else and no message would display. This has been changed so the transaction will not process and you will be given a message the agreement paid on is no longer active. Ver 5.8.567 12/10/2014

22.The Scheduler has been improved for Central server stores. The current store number will now be displayed in yellow at the top of the screen, when an event is selected the store number for the event will be displayed on the event page in yellow. When delivery, pickup etc. forms are printed each stores own forms, based on the events store number will be used instead of the current stores forms. Ver 5.8.563 12/7/2014

23.When Autopay credit card decline emails are sent the message will now include the customer account number and agreement number for easier reference. Ver 5.8.562 12/1/2014

24.When doing an advance search from the payment screen there is now a "Show Active Customers Only" check box. This is for when you are searching by phone, address etc. Ver 5.8.561 11/24/2014

25.When reversing payments the "fieldreceipt" field will now be saved in the reverse record also, this will make it easier to track fees such as transaction fees for web payments when they are reversed. Ver 5.8.561 11/24/2014

26.Updated process of sending ACH transactions to Icheckgateway to improve duplicate transaction detection and reduce false positives. Ver 5.8.561 11/21/2014

27.The inventory report will now print at the bottom of the report, the statuses that are included in the report when all statuses are not included. Same for categories and agents when all are not included. Ver 5.8.560 11/17/2014

28.Previously Rent to Own agreements had to have a section for the inventory description on the agreement, this update removes that requirement so you do not have to include this section on your agreements. Ver 5.8.560 11/17/2014.

29.The web application process can now retrieve applications from the RTO Pro web service and your own server, instead of only one or the other. Contact support if you want to set this up, this is not an end user configurable option, it has to be setup by tech support. Ver 5.8.559 11/12/2014

30.Central server stores running webpay for ACH payments would get a message "ACH not setup in this store" if the process was started while logged into a store that does not accept ACH, even if the payment processed was for a store that does accept ACH. This has been fixed in this update. Ver 5.8.559 11/12/2014

31.When sending text messages you will now be prompted with a verify message box before the text is sent, to prevent accidental sending of texts. Ver 5.8.557 11/5/2014

32.On the inventory report new items that were transferred in will now show an "idle" number of 0 until they are rented or sold and returned. Ver 5.8.557 11/5/2014

33.The forms that print through the scheduler can now use the inventory fields in multiple locations on the forms. Ver 5.8.555 10/24/2014

34.The scheduler forms can now be "printed" to a PDF file now, set the form to printer 3 in Printer/Form setup (Setup Menu option 2) to make it save to PDF instead of printing. The form would open in your default PDF viewer after the file is created. Ver 5.8.555 10/24/2014

35.The Overdue Customer Report, run sheet type report, export data will now include the customer account number. Ver 5.8.555 10/23/2014

36.The view ACH transactions screen now has a "Select All" menu option (CTRL-A) and also the ability to manually flag all selected pending items as cleared, instead of having to flag 1 at a time. Ver 5.8.553 10/15/2014

37.This update has improved handling of payment form tracking for complex transactions with multiple payment forms and change back to the customer. Ver 5.8.552 10/15/2014

38.For Central Server stores the store number and name will now be displayed on the inventory inquiry screen in yellow and red. This is useful when "show inventory from all stores" is selected for inventory inquiry so the user can better identify the store the item belongs to. Ver 5.8.549 10/6/2014

39.When you refund customers Deposits you can now choose the payment form you are refunding by instead of the previous default of just cash. Ver 5.8.548 9/30/2014

40.The deposit slip printing from the end of day was not handling checks for payments that were partially paid from customers deposit, this has been fixed. Ver 5.8.548 9/30/2014

41.The task bar that displays customers actions now has a link you can click on to display text messages only. This can be seen from the payment screen, on screen account manager and customer inquiry by clicking "View Actions", then click the "Text Messages ONLY" link at the top right, click the link again to display all actions. Ver 5.8.547 9/24/2014

42.Customer email addresses can now be printed on delivery and pickup forms. The fields are available when you edit the delivery and pickup forms. Ver 5.8.547 9/24/2014

43.When changes are made to an employees level or password it will now be recorded in security for auditing. Ver 5.8.544 9/11/2014

44.Redesigned the form for inventory searches by description so the results can now be grouped and sorted. Ver 5.8.543 9/11/2014

45.Central server stores doing searches by description the results will include all companies when the all companies box is checked. Ver 5.8.543 9/11/2014

46.The data that displays that can be exported when you run the Overdue Customer List as a run sheet type report will now include the customer address and phone info. Ver 5.8.540 9/3/2014

47.Central Server Local stores can now move inventory from one store to another with a click of a link on the inventory maintenance screen. Ver 5.8.538 8/28/2014

48.When central server stores refund a deposit if they are in the wrong store for the customer they will now get a message to change to the correct store before they can do the refund. Ver 5.8.538 8/28/2014

49.The contract info and contract maintenance screen both have a "View Recorded Changes" link. Clicking this link will display all the recorded changes that have been made, such as moved due dates, contract term changes, payment amount changes, contract amount changes etc. Please note security alert recording has to be turned on in the Security screen for these changes to be recorded. Ver 5.8.537 8/27/2014

50.The Webpay payment processing function has been redesigned similar to the redesign of the Autopay process. Ver 5.8.537 8/27/2014

51.The call list from the Automated Collection Module / Autodialer can now be exported to a CSV file. Click the "Export List" button toward the bottom of the page and the list be will exported and opened in your default program for ".csv" files. Ver 5.8.537 8/22/2014

52.In the scheduler you can now name the trucks, so instead of being "Truck 1", "Truck 2" etc. you can use any name you like for each of the 18 possible delivery trucks. To set this up go into the scheduler and click Calendar > Options in the menu bar or press "CTRL-O". Ver  5.8.536 8/21/2014

53.Central Server locations can now run the customer listing report for all companies/locations. To run the report for all companies check the box toward the bottom of the report page. Ver 5.8.536 8/22/2014

54.The Autopay process has been redesigned to make it faster and more reliable for companies with several hundred or thousands of customers on autopay daily. There is also an option to make the process pause every 50 customers for 5 seconds before continuing. Ver 5.8.532 8/18/2014

55.If you use customer zones/routes and you have the system setup to enter descriptions for the zones you can now bring up the screen to edit customer zones/routes directly from the store setup screen. There is a button beside the option to enable defining customer zones. Ver 5.8.530 8/14/2014

56.Tax changes have been made for states that do not charge tax on rentals but charge tax when the customer does a payoff (Illinois). You enter the tax rate for payoffs in store setup under the "Sales Tax" tab. This will only apply if the agreement was loaded with 0% tax rate. Ver 5.8.527 8/7/2014

57.When a contract is setup to include a fraction of a payment the fraction will now be displayed on the contract info and contract maintenance screens. For instance if the contract amount is 25.00 and the payment amount is 10.00 the number of payments will display "2.5", instead of rounding up to 3. Ver 5.8.526 8/5/2014

58.For Central Server stores the individual contract history (F12 from the contract inquiry screen) will now display the complete contract history, even if some of the payments were from other stores, for instance when a contract gets moved from one store to another. Ver 5.8.526 8/5/2014

59.NSF contracts can now be flagged or unflagged as "In Outside Collections" even if the contract has been closed out. Ver 5.8.526 8/5/2014

60.When running Autopay there is now an option to process customers setup to pay by ACH only. This is a check box at the bottom of the Autopay screen. Ver 5.8.525 8/1/2014

61.When loading non-serialized items on rental agreements you will now be able to edit the description of the non-serialized items at the time of the load. Editing the description only affects the description saved on the contract not the description of the non serialized inventory item itself. Ver 5.8.524 7/31/2014

62.On rental contracts there is now a field available "{taxoncash}", this field will print the tax amount on the cash price. Ver 5.8.522 7/28/2014

63.The Automated Collections Module / Auto-dialer has been improved for Central Server locations. The name of the company you are currently working with will be displayed in the bottom status bar and you will have the option in the setup screen to either pull all customers from all locations together in the same call list or each location have their own call list. Ver 5.8.522 7/24/2014

64.Late fees by state feature now has the ability to make the late fee a percentage of the payment with a minimum and maximum amount. Ver 5.8.520 7/18/2014

65.You can now use RTO Pro Web Services to accept customer applications online. This service is included with the RTO Pro support / lease plan, there is no additional charge, setup charge or monthly charge to use this service. This service works similar to what has been available already except this service does not require any programming on your website, you just add a button or link to the application page we setup for your company to your website. We also offer free websites to any stores that sign up for the Online Webpay service, if you have your website through us we will add the link for you. To see an example of how this feature works see the page here: https://rtowebpay.com/apps/default.aspx?id=0B440004450301 Your page would have your own logos,, banners, background etc. To sign up for this service call 352-383-9375. Ver 5.8.517 7/11/2014

66.Depreciation has been changed to prevent the following issue: If an item was received 6/15, then never being rented is flagged as lost on 7/1, then you run depreciation on 7/2, it would take one month of depreciation for June when it should not. It should wait til July's depreciation and take the full cost as depreciation. This has been fixed in this update, note this only affect companies who begin depreciation after an item is rented. Before this fix the correct depreciation would be taken, it would just be split between the 2 months. Ver 5.8.517 7/11/2014

67.There is now an option in store setup, under the late fees tab, that will make by state late fees get the state from the customers address always, instead of from the contracts tax zone. This is for stores that charge sales tax based on where the item was sold, but charge late fees based on where the customer lives. Ver 5.8.516 7/10/2014

68.The Automated Collection Module / Auto-Dialer will now record calls to each number in the customers action table, so if their home and cell number are called both calls would be show up separately in the action table. Calls and texts can also be sent to anybody using a due date range now, rather they are overdue or not. Ver 5.8.515 6/30/2014

69.The Excel exported sales tax report now has a column for "TaxableRevenue", which is the total revenue - tax exempt revenue. Ver 5.8.514 6/20/2014

70.The full page invoice type retail receipts will now print payment form breakdown when multiple payment forms are used. Ver 5.8.514 6/20/2014

71.Receipts from the payment screen and the load new rental screen will now print remaining payments in fractions instead of rounding up. For instance if the customer has 78.2 payments remaining it used to round up and print 79 pmts remaining, now it will print 78.20 remaining. Ver 5.8.514 6/19/2014

72.For stores that use tax zones and have different late fees for different states the state the late fee should be charged for will now be based off the contracts tax zone state, if the tax zone has a value in the state field, instead of using the customers state in their mailing address. This is useful for customers who have a different state in their mailing address than the state their property was actually delivered to. Ver 5.8.513 6/16/2014

73.For stores using the RTO Pro Webpay service the system will automatically check for syncs to the webpay server and automatically sync if it has been longer than one day since last sync. Note this is for the sync that sends data to the webpay server, not the sync that happens when checking for new webpay payments paid online. Ver 5.8.513 6/16/2014

74.There is now a security level you can add for the ability to spend a customers deposit money toward a payment from the payment screen. Ver 5.8.512 6/10/2014

75.The Automated Collection Module can now send text messages. If you have a text messaging account through RTO Pro you can now use the ACM to automatically send text messages based on customers due dates, broken commitment, contract date or for all customers. Since the ACM can be automated you can schedule it to automatically send text messages the same as it can voice broadcast. You can set it up to do voice broadcasting only, text messaging only or both at the same time. Ver 5.8.510 6/9/2014

76.For Central Server companies there is now a check box in the payment / transaction report you can check to include all companies int he report. Ver 5.8.510 6/9/2014

77.The Automated collection module save layout feature will also save the contract date range settings also, so calls and texts can be automated for new customers. Ver 5.8.510 6/9/2014

78.Central Server companies will now have the ability to move contracts to other stores. For instance if an agreement was loaded in store 1 by accident that was supposed to be loaded in store 2, you can now move the contract, inventory and all history with a button from contract maintenance. Ver 5.8.510 6/5/2014

79.The account number and routing number can be corrected now for unsent ACH transactions. From the "View ACH Transactions" screen right click on the transaction you wish to edit and choose "Edit Account / Route number". Ver 5.8.509 6/3/2014

80.The inventory report screen will now have a "Show All Companies" check box for central server local companies. Checking this box will make the report include inventory for all companies included in your central server system. Ver 5.8.509 6/3/2014

81.The text message selection screen has been redesigned to make it easier to send messages. The currently selected saved message will now be displayed in a text box above the messages, this is the same box you can type individual messages into. So now you could easily select a saved message, then edit the message before sending or just type in your own custom message. Ver 5.8.508 6/2/2014

82.The End of Day last run date will now be displayed at the bottom left of the Main Menu. Ver 5.8.508 6/2/2014

83.The On Screen Account Manager(OSAM) can now be ran by overdue days buckets. For instance you could include only customers due 1-3 and 4-7 days late and another account manager could run it with customers 8-15 days late. The ranges are the same ranges that are displayed on overdue customer reports, the ranges can be customized in store setup under the "Other" tab. Ver 5.8.507 5/24/2014

84.Emails sent through RTO Pro can now be sent using a "StartTLS" command, this can be enabled in store setup or from the setup button from the SendMail screen. This is required for many email services, such as the Amazon SES email sending service. Ver 5.8.506 5/22/2014

85.The bank deposit slip printing feature in the end of day will now handle remote payments paid by check as well as checks cashed correctly. Ver 5.8.504 5/20/2014

86.Text messaging control panel changed so you can check for new messages even when in conversation mode, the screen will also auto refresh and display new sent messages when you send a text in conversation mode or view outgoing texts mode. Ver 5.8.504 5/20/2014

87.The Text Messaging Control Panel has been redesigned with the following features: You can now double click on a text message and see the complete conversation for just the one customer. The conversation list will be color coded so it is easy to determine outgoing and incoming texts. You can now click on "Reply" from any of the text message list screens. Ver 5.8.503 5/16/2014

88.The Overdue Customer List report now has a check box you can check to have the customers EPO$ (early payoff amount) printed on the summary page of the report. Ver 5.8.503 5/15/2014

89.Tax zones can now specify rather delivery and processing fees are taxable per zone now, so some tax zones delivery and processing fees may be set to taxable, while others are set to not taxable. On the tax zone setup screen you will now see 3 check boxes for taxable, "Other Taxable", Delivery Taxable" and "Process Taxable". This is useful for companies who do business in multiple states. Ver 5.8.502 5/12/2014

90.There is now a field you can insert into your payment coupon form "{last_coupon_call}", that will instruct the program to print "Call your phone#" instead of the regular payment amount on the last coupon. This is useful to make sure your customer calls to get the last payment amount, in case they owe unpaid late fees etc. This field can be placed anywhere on your document. Ver 5.8.501 5/8/2014

91.New feature added for SMS Text messaging that enables stores to setup their billing to first of the month and to automatically pay for overage from previous month. If you choose this kind of billing you can pick a minimum text service usage, which will determine your per text fee and if you use up all your allotted texts you would just be auto-charged for the overage the first of the next month, instead of having to call to purchase more texts as needed. If you wish to change your text messaging account to be billed like this call 352-383-9375 to set it up. Ver 5.8.500 5/7/2014

92.There is now a "Demand Letter" and Right to Cure letter" available to print from the On Screen Account Manager. These letters can be edited in printer/form setup, they are at the bottom of the document list on the main tab. These letters are contract specific letters(each letter is for 1 contract only) so there are fields available in them that are not available in regular letters since regular letters are customer specific(are for all contracts for the customer). The letters are required in some states and the sample ones have wording for Maine, you can edit your forms and change as needed. Ver 5.8.496 4/18/2014

93.The field insert screen when editing letters, contracts and other forms now has a search feature on it so you can search through the available fields. Press "CTRL-F" to start a search and push the F3 key to find the next match. Ver 5.8.495 4/17/2014

94.If you print multiple terms on your rent to own agreements (payment amount for weekly when the agreement is loaded monthly for instance), you can now print the cost of rental for the other terms also, the contract amount - cash price. Ver 5.8.495 4/17/2014

95.When printing inventory labels / price cards you can now set the printer selection to "PROMPT", this will make the system prompt you to select a printer each time you print a label. Ver 5.8.494 4/15/2014

96.The following buttons have been added to the first payment screen(the screen that comes up when you push F2): Run Autopay, Process Web Payments and Open Cash Drawer. These buttons are still on the Point of Sale menu as well. Ver 5.8.489 3/27/2014

97.Remote payments taken at other stores can now be flagged as processed from the remote payment screen. This is useful when multiple payments are taken by accident or a remote payment was processed manually. The password level you have contract maintenance set to will be required for this function also. Ver 5.8.488 3/27/2014

98.The process web payments screen now has a selection box for customer ratings you want separated in the results reporting for web payments. An example of its use is lets say you have a customer rating of "REPO" that you use to flag customers who are scheduled to be picked up. The report can now separate these customers who pay web payments so they can easily be checked and handled accordingly, like maybe taken off "REPO" status or the scheduled pick up canceled.  Ver 5.8.487 3/26/2014

99.The Automated Collection Module / Autodialer now has an option in the setup screen to create a scheduled task to automatically run the ACM every day automatically(except Sunday). The schedule can be edited as needed using the properties button. Ver 5.8.481 3/24/2014

100.The Automated Collection Module / Autodialer now has an option to call customers by contract date range. This is useful for messages you wish to deliver to new customers. Also messages for all customers and by contract date range will be delivered regardless of the customers due date automatically, you do not have to check a special box before starting the call process, this makes it possible to create one call list for late customers, broken commitments, all customers and by contract date combined or any combination of these 4 types. The dial screen will also now display the type list the list item was created from. Ver 5.8.479 3/18/2014

101.In Store Setup under the "Other" tab there is a new setting for the "Webpay" options and the way other charges are handled. If this new box is checked the default handling of other charges will be changed when processing payments by webpay. Instead of taking other charges first and applying remaining money to the payment, as many full payments as can be paid will be taken first and any remaining will be applied to other charges. Ver 5.8.477 3/11/2014

102.In Store Setup under the "Tools" menu there is a new option to make customer names uniform in your records. This function will either remove spaces or add spaces between the customers first and last name. For instance it would change "DOE,JOHN" to "DOE, JOHN" of vice versa. You are prompted which change you wish to make when you click on the menu item. Ver 5.8.476 3/6/2014

103.The reports button on the Time Clock can now be password protected. Ver 5.8.473 3/3/2014

104.Changes were made to improve the scheduler, the customers name, account number and contract the event is being created for will now display in the create event message when the scheduler first comes up. Ver 5.8.472 2/27/2014

105.Invoice fields were changed to have a thousand separator for fields such as payoff, balance etc. The payments remaining field will now round to the 1/10 of a payment when fractions of payments are remaining. Ver 5.8.466 2/13/2014

106.You can now print a new field "{sacdays}" on contracts that represents the number of days the same as cash option is for. This is the same as cash expiration date minus the contract date. Ver 5.8.466 2/13/2014

107.Local Central Server stores now have a check box on the inventory inquiry screen to include all stores in the inquiry. When this box is checked all stores inventory will be included in results. Ver 5.8.466 2/13/2014

108.When taking payments for past dates interest for revolving charge sales will now be calculated based on the transaction date instead of the real computer date. Ver 5.8.466 2/11/2014

109.The Automated Collection Module (Automated dialer) now has an option to call cell phone numbers only. Set this option under the "Setup dialing rules" screen. Ver 5.8.463 2/6/2014

110.The payment, customer maintenance and OSAM screens colors have been changed slightly to improve visibility for the visually impaired. Ver 5.8.461 2/4/2014

111.The contract info screen (F8 from the payment screen) will now display, at the bottom of the screen below the deposit balance, the payoff amount minus deposit for customers who only have 1 agreement. Ver 5.8.458 1/30/2014

112.Changes made for RTOwebpay.com central server users now allow central server systems to have a separate payment portal for each company / location if they wish. Ver 5.8.456 1/28/2014

113.The early payoff detail screen (Payment screen, push F8 then click the yellow asterisk next to the EPO amount) will now display the customers deposit amount and the early payoff amount with the deposit subtracted from in, in case the customer chooses to apply the deposit to the payoff of this contract. Ver 5.8.455 1/23/2014

114.The following fields are now available to print on inventory Service Tickets: customer address info, phone numbers, email addresses, service shop and inventory vendor. Ver 5.8.453 1/21/2014

115.When form text messages are sent if a bad cell phone number is saved for a customer (such as a phone number with only 6 digits), this will no longer stop the process when it hits this customer, instead that number would be skipped and the rest of the texts sent. Ver 5.8.453 1/20/2014

116.Customer's bonus bucks balance and deposit balance are now available to print in letters. The field names are {deposit} and {bonusbucks}, to see the list of all fields available while editing letters press the F4 key. Ver 5.8.452 1/13/2014

117.Many reports will now have separate help topics when you push F1 from the report run screen and the actual report display screen. The help topic from the report run screen will have instructions about the report options, the help topic when the report is displayed will define the actual report output. Ver 5.8.452 1/13/2014

118.Changes were made to the Benefit Marketing Club export feature to meet their new specifications. Ver 5.8.451 1/7/2014

119.If you have the feature enabled to accept extra down payments and track the extra down separately you can now edit the extra paid down value(from contract maintenance) even on contracts that were loaded when this feature was not enabled. This will allow you to enable this feature for past agreements. Ver 5.8.447 12/31/2013

120.For stores that use tax zones, for destination based sales tax you can now add 3 tax districts. This is for states that have more than just state, county and city tax. You enable the tax districts in the tax zone setup screen by clicking on the "Function Keys" menu item. Ver. 5.8.446 12/23/2013

121.Improvements have been made to the on screen help system. You can now press the F1 key to bring up context sensitive help topics from the first screen that comes up(customer selection screen) for taking payments, loading retail sales, rentals, contract maint, loading NSF etc, instead of the correct topic only coming up when you are in the actual load screen. Ver 5.8.444 12/16/2013

122.You now have the ability to flag NSF's loaded as "In collections", this is for when you load an NSF but the item is being collected by an outside agency and should not be collected by store personnel. When an NSF is flagged as in collections they will have the following characteristics: They will not display on the payment screen, instead a message will be displayed so you know this customer has NSF(s) in outside collections. They will display in the On Screen Account Manager, their info line will have strike-through font and the tool tip text will display that they are in outside collections. They can be flagged either at the time of loading or from contract maintenance (flagged or un-flagged), to accept payment on the NSF they must be un-flagged.  NSF's flagged as in collections will not be payable through the Webpay system. Ver 5.8.438 12/9/2013

 

 

 

Update No. 5.8.435 12/2/2013 RTO Pro Windows XP, Vista, Windows Server 2003, 2008, 2011, Windows 7 and 8

1.The Statement of Account now has the following fields available to print: same as cash expiration, payments remaining, and payoff date. You can edit this form and add fields as needed in Printer / Forms Setup (Setup Menu option 2). Ver 5.8.435 12/2/2013

2.The payment screen will now have a red "A" next to the next due date fields if the agreement is setup to pay by AutoPay. Ver 4.8.435 12/2/2013

3.On the transfer out screen there is now a place to enter any notes you wish to have printed on the transfer report. Ver 5.8.432 11/24/2013

4.On invoices you can now print just the last payment paid, the field name is "{history1}" (push F4 to see all available fields when editing forms). The last 3 payments field is still available if you want to print the last 3 payments paid. Ver 5.8.431 11/21/2013

5.Customer ratings have been extended to a total of 20 available ratings/statuses, 0-9 and A-J. You setup the ratings / status definitions in Store Setup under the "Other" tab. Ver 5.8.430 11/19/2013

6.The history screen will now highlight and have strike through font for transactions that were reversed, the history screen will now display faster also. Ver 5.8.428 11/15/2013

7.You can include some inventory info on regular letters now, the model, serial, stock and description can be printed from the 1st inventory item on the oldest open contract for the customer. To insert the fields in your letters push the F4 key while editing letters to see the available fields. Ver 5.8.428 11/15/2013

8.When money order is used as a payment form, change back will now be allowed for this payment form. Ver 5.8.427 11/14/2013

9.When transferring inventory in the Inventory Control, location can now be entered during the transfer process. Ver 5.8.426 11/14/2013

10.The Sales Tax report has been changed to make it easier to read for stores that use tax zones. Central Server stores can now run 1 sales tax report for all companies, check the box at the lower left hand side of the sales tax report screen. Ver 5.8.425 11/12/2013

11.From the Master Model/ Category screen (Inventory menu option 3) you can now add categories, in case you want to create categories without adding inventory. Ver 5.8.423 11/11/2013

12.Inventory Reports now has an option to include New and Used, New Only or Used Only. Ver 5.8.423 11/10/2013

13.The Shed Price Calculator now has an option for 72 month agreements. Ver 5.8.423 11/9/2013

14.You can now Re-Open closed rental agreements without having to reverse a payment. This is done from contract inquiry (Customer menu > Customer Inquiry, then press R to go to the rental agreements), then click the "Re-Open Agreement" button on the top right for the contract you wish to re-open. Ver 5.8.422 11/7/2013

15.You can now setup to automatically charge a transaction fee for all credit card and debit payments. Previously you had to click a button to add a transaction fee, with this new feature enabled it would be added automatically. Removal of the fee can be password protected. Setup the auto fee in Store Setup, setup the password protection in Security. Ver 5.8.418 11/3/2013

16.Delivery and processing fees can now be flagged individually as taxable or not taxable. Note this only applies if you do NOT use tax zones (destination based tax). Set these options in store setup under the "Sales Tax" tab. Ver 5.8.409 10/16/2013

17.There is a new option for shed rental companies on how to track extra money paid down, this option can be enabled in Store Setup under the contracts tab in the Shed Specific section. For more info about this feature see the help topic here. Ver 5.8.408 10/14/2013

18.The Automated Collection Module / Autodialer Cloud Service now has the ability to add a pause between calls, you set the number of seconds to pause in setup of the ACM. The service works so fast and so well call centers were being overwhelmed by the call backs, this will allow you to space out the calls as needed to not overload your phone system with customers calling in. Ver 5.8.404 10/3/2013

19.There is now a Cloud based ACM / Autodialer service available through RTO Pro. This service is similar to the desktop based software except it does not use your phone lines, phone equipment or modems. It is much faster and reliable than the desktop based system. In testing it was able to complete over 700 calls in less than 2 hours. The cost of this service is $30 monthly minimum for 600 minutes and $0.05 per minute overage. A "Callback" feature is also available with this service where you can include in your messages "Press 1 to connect to one of our representatives", when the called party presses 1 they will be connected to your company phone directly. For more info or to sign up for this service call 352-383-9375. Ver 5.8.400 9/26/2013

20.You can now setup a separate credit card merchant account for Autopay transactions. To do this, Xcharge will create 2 transaction folders, one for each account, in store setup under the credit card tab you will select the appropriate folder for Autopay. Ver 5.8.400 9/26/2013

21.The setting for which computer syncs with the Webpay server is now a company-wide setting instead of a per company setting. Make sure you save this setting on your sync computer after installing this update. Ver 5.8.394 9/11/2013

22.RTO Pro is now integrated with the new Datatrue reporting system. Contact Datatrue about upgrading your account to the new report. Ver 5.8.393 9/10/2013

23.If you have a customer flagged to not accept checks/ACH payments in RTO Pro, that setting will now be passed to the RTOwebpay.com service so that they will not be allowed to pay by ACH online. Ver 5.8.392 9/7/2013

24.You can exclude customers from the Webpay service by customer rating/status and you can also exclude NSF checks from showing up on the webpay system. Create a text file on your server computer named "webpayexclude.txt". This file should have a list of customer zones you want to exclude from the Webpay process. Each zone within the file should be on a separate line. To exclude ratings add a "<ratings>" line with the ratings to exclude listed below it. To exclude NSF add "<nonsf>". See the example file below, which would exclude the customer zone "ZONE1", exclude ratings 1 and 2 and would exclude NSF checks. Ver 5.8.392 9/7/2013

ZONE1

<ratings>

1

2

<nonsf>

25.The Webpay sync process can now be started manually without running the end of day process. The process can be scheduled to run by Windows Scheduler, the command line is "c:\rtowin\income.exe -webpay". To disable the sync process from running when you run the end of day process, check the box in Store Setup under the "Other" tab, in the webpay section. If you are going to schedule syncs they should not need to be done when you run the EOD. Ver 5.8.388 9/3/2013

26.The new RTOWebpay.com service is now available for all stores to sign up for. This service allows your customers to pay payments to you online via credit card or ACH and the payments be processed in RTO Pro. The only charge for this service is 50 cents per payment, no monthly fee and no setup fee. See the page here for more info: http://www.rtopro.com/webpay.html. Ver 5.8.379 8/18/2013

27.The advanced search feature from the payment screen now has a reference phone number search box. If you enter a number in the box any customer who has a reference with a matching number will be returned. Ver 5.8.379 8/18/2013

28.You can now exclude customers who can access the Webpay system (E-complish's or our own RTOWebpay.com service) by customer zones. To accomplish this you would have to create a text file on your server computer named "webpayexclude.txt". This file should have a list of customer zones you want to exclude from the Webpay process. Each zone within the file should be on a separate line. Ver 5.8.379 8/18/2013

29.Features added for the new RTOWebpay.com payment / online account access project. We will provide more details after testing is completed and it is available to all users. Ver 5.8.377

30.Drivers license number and date of birth are now available fields that can be printed on RTO Agreements. Ver 5.8.368 7/22/2013

31.There is a new option in Store Setup under the "Other" tab in the Webpay section that when checked will make any amount passed in "OtherPaid" in the Webpay import process a Transaction/Convenience fee instead of regular other charges. Contact Ecomplish about adding a transaction fee to web payments. Ver 5.8.365 7/10/2013

32.You can now automatically add a transaction fee to all payments processed via Autopay. This is enabled in Store Setup under the "Club" tab in the Transaction Fee section. Ver 5.8.362 7/6/2013

33.The checking for returns for Icheckgateway ACH transactions has been optimized to increase speed. Ver 5.8.359 6/20/2013

34.The system has been changed to allow inventory categories to be up to 30 characters. Please note if you use sub categories the category plus subcategory can be no longer than 30 characters. Ver 5.8.357 6/17/2013

35.An option was added for web payments to send store number data in agreement info. This option is set in Store Setup under the "Other" tab. This should only be checked if instructed to by Ecomplish. Ver 5.8.356 6/14/2013

36.There is now an option to include other charges in Autopay transactions. Previously other charges had to be handled manually. Note that if this option is enabled all other charges due will be included in the total processed in Autopay. So if a customer has a lot of accumulated unpaid late fees they would all be charged when Autopay is ran, not just current late fees. This option is enabled in Store Setup under the "Credit Card/ACH" tab. Ver 5.8.354 6/13/2013

37.The "Field Receipt" field in payment history will now display "Autopay" for payments processed through Autopay. Ver 5.8.354 6/13/2013

38.There is now an option to automatically start the Scheduler when you log into RTO Pro. This is useful if you set reminders since the scheduler must be running to display reminders. This option can be set by opening the scheduler, clicking the "Calendar" menu item at the top left, then click "Options", then check the "Auto start Scheduler on logon" Ver 5.8.354 6/13/2013

39.There is now a "Map-It" button on the On Screen Account Manager screen. Ver 5.8.353 6/11/2013

40.The security settings for role based security can now be printed, exported and imported. Ver 5.8.353 6/11/2013

41.When retail sales report is ran as a summary, the total inventory cost will be displayed now. Ver 5.8.353 6/11/2013

42.The retail sales report can be set to only include new paid in full retail sales only. Ver 5.8.352 6/10/2013

43.The following fields are now available to print on RTO agreements: customer email1, email2 and store email address. Ver 5.8.352 6/10/2013

44.When you run an inventory report for sold merchandise only, the salesman will now be printed next to the status. Ver 5.8.352 6/10/2013

45.When using RDP sessions the redirected printers are renamed with the current session ID on every new connection to the RDP server with (redirected 3) for instance. So if you save a printer name in RTO Pro the next connection the name would no longer be valid since there would be a new ID on the printer. This has been changed in RTO Pro so when you use a saved printer name with (redirected ?) in it the session ID will be replaced automatically with the current ID so you will not have to resave printer info after ever session. Ver 5.8.346 6/5/2013.

46.If you pulled up a customer from pending web applications screen, pushed escape, then selected another pending web app customer then hit escape, the original customer would be displayed on the inquiry screen instead of the second customer. This has been fixed. Ver 5.8.346 6/5/2013

47.On the Inventory Report screen there is now a button you can click to view inventory that was STOCK on any past date, as long as the date is after you installed the version of RTO Pro that tracks complete inventory history, which was available 6/2011. Ver 5.8.343 6/1/2013

48.The Autopay receipts have been changed so only agreements that are setup for Autopay will be printed on the receipt when Autopay is processed. Ver 5.8.343 5/29/2013

49.RTO Pro Web Services now has a service for Company Wide Inventory Inquiries. Now companies with multiple stores can view company wide inventory without setting a VPN between their stores and corporate office and without having to purchase the RTO Pro Corporate Edition. If you use this feature your companies stock inventory info will be saved on the RTO Pro servers nightly when the end of day is ran, then all your stores can view available inventory in other stores from their web browser through RTO Pro. To enable this feature check the box in Store Setup under the "Other" tab, in the remote payments/company wide inventory section. This service is free for all customer on the RTO Pro support and lease plans. Ver 5.8.340 5/21/2013

50.You can now print the employees first name on letters, if you have your system set for employees to log on when they start RTO Pro. The field can be added to letters, from the edit letters screen push F4 to see all fields available, the field code is "{employeefirst}". Note if you want to print the employee name and extension on letters edit the employee records so their first name field includes their extension, example "John Ext: 105". 5.8.339 5/15/2013

51.A safeguard has been added in security to prevent the accidental turning off of the security recording feature. Ver 5.8.337 5/8/2013

52.There is now a separate security level for changing a customers primary name... example change "SMITH,JOE" to "DOE,JOHN". Ver 5.8.337 5/8/2013

53.The "Shed Price Calculator" now has a 24 month option along with the 36, 48 and 60 month rental periods that are available. Ver 5.8.336 5/8/2013

54.Bank Deposit Slips can now be printed automatically when you run the End of Day, the deposit slip will include all check information also. To enable and set this up go into the end of day and click the setup button. You must enter your bank information, bank name, address and account number and routing number. The deposit slip is designed to print on standard letter size paper. Please note not all banks will accept a deposit slip printed on plain paper like this. Also note if you have more than 1 regular deposit this feature will not work as it would have no way to know which checks are in which deposit. There are also rare circumstances where this feature will not be able to print correct info, such as when multiple checks are used to pay a payment that involves multiple agreements. Ver 5.8.333 5/3/2013

55.When you are in the On Screen Account Manager and you push F2 to go to the payment screen you will now go directly to the payment screen for the same customer you have on the screen in OSAM. Ver 5.8.331 4/30/2013

56.The user transaction report link from the first payment screen will now be available for stores that do not log in when you start RTO Pro, you will be prompted for your log in before the report is ran. Ver 5.8.331 4/30/2013

57.Receipts and CC decline messages that are emailed will now contain the following message at the bottom: "IMPORTANT NOTICE: This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of  "Store Name" may contain information that is confidential and legally privileged. Please do not read, copy, forward, or store this message unless you are an intended recipient of it. If you have received this message in error, please forward it to the sender and delete it completely from your computer system." Ver 5.8.331 4/30/2013

58.In Store Setup under the "Other" tab there is now an option that will not allow emailed form letters sent via the payment or on screen account manager to be edited before they are sent. If this option is checked instead of the letter being displayed so it could be edited it will just email automatically. Ver 5.8.331 4/30/2013

59.RTO Pro Web Services now has a service to handle syncing of remote payments. This means any multi-store chain can now enable remote payments and take payments for other stores in their chain, without having to purchase the RTO Pro Corporate Edition and without having to setup a VPN between their stores and their corporate office. If you use this feature your remote payment info will be securely stored on our servers and automatically synced with each store via internet. Internet access is the only requirement. This RTO Pro Web Service is included for free for all customers leasing RTO Pro or on the RTO Pro support plan. For companies concerned about data security please note the only personal info stored on our servers is the customer name and account number. No addresses, social security number or any other personal info is passed to our servers. Check the box in Store Setup under the "Other" tab to enable this feature. Contact support about getting a Web Services account (Note if you are using the RTO Pro Server for FTP you already have a web services account). Ver 5.8.330 4/29/2013

60.The first screen that comes up when taking a payment now has a link at the lower right to run a user transaction report. This report will show transactions for the day for the current user only. This can be used to help employees reconcile their drawers when they do not have access to the other revenue reports due to security settings. Note this option is only enabled when you have RTO Pro set to get your password when you log in. Ver 5.8.326 4/21/2013

61.In Store Setup under the "Receipts" tab there is now an option to save a copy of all receipts in a "AllReceipts" sub folder on the server computer. If this option is checked an actual physical copy of receipts will be saved. Note 1000 receipts are saved on each computer now and all receipts are already saved in a database. Ver 5.8.326 4/21/2013

62.The Revenue Summary Report and Payment/Transaction report can now be ran by "Operator". The operator is the employee who processed the transaction. Ver 5.8.325 4/18/2013

63.The FTP (file transfer protocol) functions in RTO Pro have been replaced with Web Services running on the RTO Pro servers. You will notice very little changes on your end but Web Services are more secure than FTP and more reliable. The functions that will now use web services instead of FTP are sending/receiving of transfer files and sending/receiving End of Day reports to and from Corporate/Home Office. No change will be required on your end, your FTP credentials you currently use will be your RTO Pro Web Services credentials. Ver 5.8.323 4/16/2013

64.The overdue customer list now gives you an option to run the customer Zone report or not, before it was always ran, now you can run the overdue report without the zone report section to speed up the report run time. Ver 5.8.319 3/26/2013

65.The inventory report now lists all statuses for you to select from instead of grouping some together, for instance Paid Out and Paid out Early were both included when "Paid Out" was selected, now they can be selected individually. Charge off, skip and DWF write off can now be selected individually. Ver 5.8.317 3/25/2013

66.On the Sales Tax Report sometimes small amounts would be reported as tax exempt due to rounding, this has been changed so these will not be reported as tax exempt. Ver 5.8.317 3/25/2013

67.RTO Pro now has a command line feature that can be used to check if a social security number exists in the database already. This can be called by an external program or process to check if a new customer is already in your database. See the help topic here for usage. Ver 5.8.314 3/19/2013

68.The update feature for customers leasing RTO Pro has been improved to make the process of updating your due date more automated. 5.8.309 3/17/2013

69.The Projected Income Report can now be projected out to 60 months. Ver 5.8.307 3/11/2013

70.The Customer Application screen now has a "Credit Rating" field. This field is 15 characters max and can hold any credit rating info you may wish to save for the customer. Ver 5.8.305 3/8/2013

71.If you have the option set to display the EPO amounts on the payment screen and the EPO amount - customers deposit amount is smaller than $500, the EPO for that contract and the deposit fields will be lit up in green. Ver 5.8.305 3/8/2013

72.You can now perform partial receipt refunds for receipts that are for multiple contracts. When you refund a receipt that is for multiple contracts a list of the transactions will now be displayed so you can check the ones you wish to refund. Ver 5.8.304 3/8/2013

73.When payments are paid by credit card and Autopay, the CC approval number will now be saved in history the same as a regular payment. Ver 5.8.303 3/7/2013

74.In Printer/Form setup there is a new option you can check that will allow you to add ACH form fields onto a rental agreement form, so when the rental agreement is printed it can contain ACH Authorization info also. This is useful if you want to combine your rental agreement and ACH Authorization into one form. Ver 5.8.302 3/6/2013

75.The following forms can now be set to email instead of printing. R, T, L, G and O type agreements, ACH Authorizations, Retail invoice type receipts, NSF letters, paid in full letters and payment coupons. To set a form to email set the printer number to 4, in printer/form setup (setup menu option 2). When this option is set for a form and it is called to be printed, instead of being printed it will be saved as a PDF and attached to an email to the customer it is for. If the customer has their email info saved the email address will be filled in automatically. The email screen will display so you can enter or edit the auto text that is filled in before you actually send the email. Ver 5.8.300 3/5/2013

76.The billing (print invoices) function has been optimized to increase speed. Ver 5.8.299 3/4/2013

 

 

 

 

Update No. 5.8.295 3/1/2013 RTO Pro Windows XP, Vista, Windows Server 2003, 2008, 2011, Windows 7 and 8

1.For network users of RTO Pro a "Loading..." screen will now appear when the program is first started while the network connection is being made. If your network connection requires a password you will now be prompted for the network password. Ver 5.8.295 2/28/2013

2.For ACH payments we have added ICheckGateway.com as an approved fully integrated ACH provider. Their ACH system will work the same as CheckAssist's. With ICheckGateway's system you can cancel a transaction yourself from their website, as long as it is done the same day before the cutoff time. Ver 5.8.291 3/1/2013

3.The Print/Preload Agreements screen has been optimized for use with a scanner to select inventory. Ver 5.8.291 3/1/2013

4.You can now enter an "Inventory Control Location" at the time of receiving serialized inventory items. Ver 5.8.291 3/1/2013

5.The OSAM has been optimized to run faster when generating a new list of overdue customers for the day. Ver 5.8.291 3/1/2013

6.The sales tax report will now break out interest on retail installment sales as a separate amount instead just included in the total retail amount. Ver 5.8.287 2/14/2013

7.Number of agreements with club and changes to club count for the day, week and month have been added to the Daily Management Report. Ver 5.8.280 2/7/2013

8.If you have security setup so users log into RTO Pro and they attempt to perform a function they are not authorized to perform instead of just being denied access they can now have a manager enter an override password (the managers password). This will enable the employee to perform that function that one time. An entry will be saved in security logging to record the override, what the override was for, who it was for and the manager that allowed the override. Ver 5.8.280 2/7/2013

9.Customers More Comments can now be exported to individual RTF files. This can be done from the help menu on the security screen. Ver 5.8.279 2/6/2013

10.Inventory Maintenance screen has been changed so once you are prompted for a password for any password protected functions you will not be prompted again as long as your security level is high enough to perform the function. Ver 5.8.279 2/6/2013

11.There is a new field available for the email body portion of an emailed invoice "{tdue}". This field will print the total amount billed without a dollar sign and without comma's to separate thousands. This field could be used to include online payment links in the body of the email. Ver 5.8.279 2/6/2013

12.The Automated Collection Module now has an option you can check that will make the system call people that are due today also(if you include today's date in your date range), without this checked only overdue customers would be called (due yesterday and before). Ver 5.8.279 2/5/2013

13.When credit cards are declined more detailed descriptions of why will now be displayed. Ver 5.8.278 2/3/2013

14.The transaction fee that can be added on the payment screen can now be a % of the transaction amount instead of just a set fee. This setting is In store setup under the "Club" tab, you can enter an amount for a set fee, example "5", or a percentage to charge a percentage, example "2%". Ver 5.8.278 1/31/2013

15.NSF checks can now be setup to be paid by Autopay in 3 payments, you can specify the date and amount of each payment from contract maintenance. You can also specify a different Autopay payment form (CC or ACH) than the customers default Autopay payment form. Ver 5.8.277 1/31/2013

16.Multiple Returned ACH payments can now be loaded as NSF with 1 click. From the returned ACH transaction list you can multi-select the transactions to load as NSF, right click then select "1 click load as NSF...". This will load all selected transactions as an NSF check using the default NSF fee. Note when you use this feature NSF letters and receipts will not be printed. Ver 5.8.277 1/31/2013

17.When an NSF check is setup for Autopay the NSF fee will also be paid along with the check amount automatically. Previously the other charges would have to be processed manually. Ver 5.8.277 1/25/2013

18.The Shed Price Calculator now has a new button, if you have the Purchase Reserve feature enabled, where you can enter the total amount paid down and click calculate to automatically split the amount into purchase reserve and 1st payment. Ver 5.8.276 1/24/2013

19.There is a new field available for coupons that will print the number of payments remaining. With this field available you can now print something like: "Payment: 1 of 30" on your coupons, it would be coded on the coupon like this: "Payment: {pmtnum1} of {pr1}". When editing coupons push F4 to see the available fields and their description. Ver 5.8.276 1/24/2013

20.The inventory selection screen for loading rentals/ retail sales has been optimized for use with a scanner. When the box is checked on that page and a serial or stock number is scanned it will automatically be added to the transaction without having to choose it from the list, as long as the item is available and only 1 match of the number exists. If it's added successfully 1 beep will sound, if the scanned item is not added you will hear 3 beeps. Ver 5.8.274 1/23/2013

21.While invoicing / billing is being ran the automatic check for web payments will no longer be performed, this can cause issues if they are ran at the same time. Ver 5.8.272 1/21/2013

22.The transfer out feature has been optimized for use with scanners. You can now put the focus in the serial or stock number field and scan multiple items without having to select them from the list after each scan. As long as the number you scan only has 1 match in the database and it is available to transfer it will be added to the transfer list after it is scanned, without further user input. If an item is scanned that is not found, not available for transfer etc. it will be added to an exception list that is displayed on the same screen. Check the box on the inventory search screen in transfer out to enable this feature. Ver 5.8.271 1/18/2013

23.Purchase Reserve features have been added to RTO Pro for accepting large down payments to reduce the regular payment. This is the recommended method for accepting large down payments by the National Barn & Storage Rental Association. Contact tech support for more info about this feature. Ver 5.8.271 1/18/2013

24.There is a new option in Store Setup under the "Contracts" tab to automatically print a new agreement when an inventory is switched out on a contract from contract maintenance. Ver 5.8.271 1/18/2013

25.The ACM (Automated Collection Module) now has an option to save call statuses to the customers action table. This is enabled in number setup in the ACM. Ver 5.8.271 1/11/2013

26.If you use the text message service and the customer has the same number in "Cell" and "Other #", the number will not longer be sent the text message twice. Ver 5.8.270 1/7/2013

27.The download update feature has been redesigned to make it easier to determine what version of RTO Pro you have installed, what version of the update install file you have and what version is available to download. Ver 5.8.268 1/4/2013

28.The End of Day report now has a "Display Transactions" link that can be clicked on that will display the transactions that make up the total for the day. Note this only applies if you have the EOD set to print transaction detail with the EOD report. The End of Day screen has also been re-arranged so the saved deposits are at the top directly below where you enter deposits and petty cash payouts are below the deposits. Ver 5.8.267 1/2/2013

29.The setting to print RTO agreements based on what state the customer lives in has been added to the Printer/Form setup screen. Instructions were added to the help topic for that screen. Ver 5.8.266 1/2/2013

30.There is now an option to treat Club like an Extended Warranty plan. This is enabled in Store Setup under the "Club" tab. When this is enabled the payoff amount will include the normal EPO + (Club fee x payments) - club paid for all contracts that have club. This means the customer has to pay the full term amount of the club payments even if the customer pays off early. Ver 5.8.266 12/31/2012

31.When loading NSF checks there is an optional box that can be filled in now with the original receipt number the check was used to pay. When loading returned ACH's as NSF from the ACH transaction list this number will be filled in for you automatically. Ver 5.8.266 12/28/2012

32.You can now do inventory switch-outs on closed retail sales (paid in full sales). This is done through contract maintenance(Point of Sale menu option 3). When pulling up a customer under contract maintenance their open agreements will come up first, the paid out sales will be at the end of the list of contracts (push the Page Down key to go through their contracts). This feature can also be password protected through security. Ver 5.8.265 12/26/2012

33.When you have un-handled ACH returns (returns that have not been reversed or loaded as NSF) you will now be notified on the Autopay screen. Ver 5.8.263 12/13/2012

34.RTO Pro is now compatible with the PTS Direct Benefits club program, their club application is available to be printed with agreements and their reporting file can be created in RTO Pro from the revenue reports menu, generate club reports (option 7). To enable this feature check the box in Store Setup under the "Club" tab. For more info about their club program visit: www.ptsfinancialservices.com  or call: 770-262-5609.  Ver 5.8.263 12/10/2012

35.The Export feature in Store Setup can now be used to export and import master model records. Ver 5.8.262 12/10/2012

36.If you have the option checked to give discount for future pre-paid rent when calculating an early payoff in store setup, the method to calculate how much pre-paid rent they have has been changed. Instead of going from the contract date forward to calculate what payment period they are currently in, it will now go from their due date backwards to today's date. Only full payments will be given credit for. 5.8.261 12/7/2012

37.You can now require the invoice number to be entered when receiving inventory. The setting is in Store Setup under the "Other" tab. Ver 5.8.261 12/5/2012

38.Screens that would prompt you for passwords multiple times when performing a single function, such as updating a customers info, have been changed so you will only be prompted 1 time unless you do not enter a password with high enough clearance to perform all the password protected features. Note this only applies if you do not "log-in" when you start RTO Pro. Ver 5.8.259 11/27/2012

39.You can now password protect changing a customers status/rating. Ver 5.8.259 11/27/2012

40.The EPO (early payoff amount) portion of rental revenue will not be displayed on the Revenue Summary Report. Ver 5.8.256 11/21/2012

41.The full inventory description can now be printed on delivery, pickup and service call forms. The original field {de1} is still available and will continue to print only 35 characters of the description, the new field {fulldescription1} will print the entire description, which can be up to 250 characters. Ver 5.8.256 11/21/2012

42.The Billing / Invoicing screen has been changed so you have to click a button to edit settings. This is to prevent settings from being inadvertently changed by accident. Ver 5.8.255 11/20/2012

43.There is a new option in Store Setup under the "Contracts" tab that allows you to enter a separate processing and delivery fee when loading rental agreements. This is so you can print the separate amounts on the agreement, this will not affect reports. If you enable this feature be sure to edit your agreement and add the field "{del_sep}" where you want the delivery fee to be printed. The "{oth}" field would print the processing fee only with this option enabled. Ver 5.8.252 11/14/2012

44.A new field has been made available for rental / lease agreement forms {3mthmin}. This is for agreements with a 3 month minimum. This field will print the total regular payment amount x 3 + other charged paid down. Ver 5.8.2.49 10/29/2012

45.When sending ACH transactions to the ACH server if there are duplicate(s) reported each transaction will be sent individually so the rest of the transactions will be sent and the duplicate can be located easily. Ver 5.8.248 10/29/2012

46.If the security password has not been setup or is the default password "password" then you will no longer be prompted to enter a password when going into the security screen. Ver 5.8.248 10/19/2012

47.You can now enter a message to be printed on all credit card receipts, the message will print above the signature line for credit cards and at the bottom of the receipt for debit card receipts. To edit or create the message go to the Setup Menu > Payment Message (Option 4), then click on the green button on the top left "Edit credit card receipt message". Ver 5.8.247 10/18/2012

48.If you use tax zones and have tax for multiple states each state will now print a "Taxable Revenue" figure (total revenue - exempt amt) in the state totals section. Ver 5.8.246 10/16/2012

49.Customer work and work address are now available as fields to print on rental agreements and addendum's. Ver 5.8.246 10/16/2012

50.When a payment history is printed the employees initials will be printed on the top right of the page now. Ver 5.8.246 10/16/2012

51.You will now be prompted how many copies of transfer reports to print, your answer will be saved as the default choice for subsequent transfers. This applies to inventory transfers in and out as well as service transfers. Ver 5.8.246 10/16/2012

52.When NSF letters are printed a note will be saved in the customers action table now. Ver 5.8.246 10/16/2012

53.The Dispatch Track export from the Scheduler will now export all inventory info on the contract. The stock number will be exported in Dispatch Track's "Description" field as follows "Description:Stock". Ver 5.8.245 10/11/2012

54.Agreement info and inventory can be imported from the same web based process as importing customer applications. This allows you to setup your website to generate agreement info and import it into RTO Pro as a pending agreement. The agreement can be saved as a PDF automatically and or emailed to the customer automatically, you setup these options in store setup. Click here to see more info on how this works. Ver 5.8.244 10/8/2012

55.The web application import feature can now use SSH Secure file transfer protocol (SFTP). This is recommended since personal information such as social security number can be included in the data. You can also enter any sub folder(s) where the web apps may be located. Ver 5.8.244 10/8/2012

56.In the scheduler there are now 18 delivery trucks that can be scheduled for. Ver 5.8.242 10/3/2012

57.For minimum customer required info (Store Setup under the Contracts tab) require Social Security number is now a separate setting instead of being grouped with other settings. Ver 5.8.241 10/1/2012

58.The inventory full history and service history screen both have a "Print" link on them that can be clicked to print the info in the grid. Ver 5.8.241 10/1/2012

59.Changes were made for the Central File export feature to include customers apartment number in the data. Ver 5.8.241 10/1/2012

60.You can now print the primary customers social security number on contracts with the field {ssnum}. print formatted like "***-**-1111", only showing the last 4 digits. Ver 5.8.240 9/25/2012

61.The minimum customer info that is setup in "Store Setup", under the contracts tab will now be enforced for "Print / Pre-loads" also. Ver 5.8.239 9-18-2012

62.The print job name for receipts will now contain the receipt and account number for easier working with print jobs in Windows or other software. Ver 5.8.238 9-17-2012

63.Alternate customer name has been added as an available field in "Paid in Full" letters form. Ver 5.8.235 9/4/2012

64.If you use X-charge on a network system the transaction folder path will now be setup automatically for all workstations after you set it up for one workstation, if you use the UNC path for the transaction folder (IE: "\\Server\Localtran"). Ver 5.8.233 8-24-2012

65.You can enter a customer alternate email address now. Any emails sent to a customer with 2 email addresses on file will be sent to both email addresses automatically. Ver 5.8.231 8-14-2012

66.There is a new option in Store Setup under the Late Fees tab to charge late fees for bi-weekly and semi-monthly contracts based on the monthly settings instead of the weekly settings now. Ver 5.8.230 8/13/2012

67.The "Customer Zone" field has been changed to up to 15 alpha numeric characters instead of only 5 numbers. The "Tax Zone" field has been changed to 15 alpha-numeric characters instead of 5 numbers. Inventory Invoice number has been changed to 20  characters instead of 10. Inventory comments are now up to 200 characters instead of 70. "Ad Source" has been changed to 30 characters instead of 10. Ver 5.8.230 8-6-2012


68.On ACH Authorization forms the fields "ChargeDate" and "ChargeDay" are now available to use. Chargedate is the actual day their next AutoPay would occur, Chargeday is the date of the month (1st, 2nd etc.) they would be charged. This is normally the same as their due date, unless you set the "Days before due to Autocharge" for the customer. Ver 5.8.223 7-26-2012

69.Customers who are setup for AutoPay can now be flagged to pay AFTER their due date instead of on or before their due date. You do this under contract maintenance, enter a negative number in "Days before due date to Autocharge". For instance if somebody is due on the 1st and they want to AutoPay on the 4th, you would enter -3. Ver 5.8.222 7-26-2012

70.When running AutoPay if your receipt printer is set to "Prompt", you will only be prompted one time now instead of for each receipt. Ver 5.8.220 7-26-2012

71.Safeguards have been added to prevent 2 users from taking a payment for the same customer without refreshing the customers record to reflect the first transactions changes. Ver 5.8.220 7-26-2012

72.Additional error reporting information has been added to improve troubleshooting. Ver 5.8.218 7-18-2012

73.A Price Sheet feature has been added to the Inventory Menu. This function will display a price sheet with all stock inventory listed with cash price and 4 levels of RTO pricing. After it is displayed it can be exported to Excel, printed, saved etc. Ver 5.8.214 7-12-2012

74.The price generation system has been optimized for faster retrieval of rental rates. The receipt file numbering system has been redesigned for better use on server systems with lots of simultaneous users. Ver 5.8.212 7-12-2012

75.When AutoPay is ran the customers will be processed and reported in alphabetic order now instead of account number order. Ver 5.8.212 6-26-2012

76.Model number can now be printed as a bar-code on inventory labels and price tags. Ver 5.8.209 6-21-2012

77.A search feature has been added to the Security Settings function level screen and also the Store Setup screen. This will allow you to search for settings by entering a search word or term. The first matching results will be selected then you can push F3 to advance to the next match, if any. In Store Setup all tabs will be searched. Ver 5.8.208 6-20-2012

78.When closing contracts there is a new option now to close as "Canceled". This close type can only be used for RTO and RTR type contracts and can only be used if no rent has been paid on the agreement, other charges can be paid on it but no rent. When this close type is used the inventory will be flagged as new automatically if this agreement was the first agreement they were put on. Ver 5.8.207 6-18-2012

79.For WebPay payments, payments paid online, there is a new option to charge late fees based on the date actually paid instead of the date you process the payment. For instance if a customer due Saturday pays online Saturday night after you close and you do not process the payment til Monday when you open, with this new option checked they would not be charged a late fee. Ver 5.8.205 6-12-2012

80.There is now an option to make "Transaction / Convenience" fees be added to "Other" charges on reports instead of "Club". This setting is in Store Setup under the Club tab. On the payment history screen transaction / convenience fee transactions will now have "Convenience Fee" in the field receipt field so you can easier tell what the fee was for. Ver 5.8.204 6-12-2012

81.When form letters are sent(emailed or printed) through the customer listing or overdue customer list reports the customers action table will be flagged with a notice that a letter was sent. Ver 5.8.202 6-8-2012

82.When a minimum amount of customer and reference info is required to load rentals in Store Setup and you attempt to load a rental to a customer without the required info you will now be told what info is missing in the message box. Ver 5.8.201 6-6-2012

83.The Web Payment feature has been changed so customer deposits can be paid online also. Ver 5.8.200 6-6-2012

84.The Web Payment import feature will now save all imported files contents into a log file so they will be available for later analyzing. Ver 5.8.198 6-6-2012

85.The Remote Payment Sync program will now report any errors encountered to a log file in the "C:\RTOwin\Logs" folder. The Remote Payment Sync program is what sends payment information to your home office when payments are taken for other stores. Ver 5.8.198 6-6-2012

86.Pending ACH transactions can now be flagged as "Returned" or "Cleared" manually from the ACH Transaction list screen. Ver 5.8.196 6-5-2012

87.The Customer Listing report has a new figure on the last page "Store Equity" for Rent to Own contracts. This is the contract balance times the percentage the customer pays if they pay off early, no taxes or other charges included. Note this is only for EPO method balance - discount % = EPO. Ver 5.8.195 5-30-2012

88.The Payment screen now has a "Always View Actions" check box above the "View Actions" button. When this is checked the actions will automatically display when you go to the payment screen. Ver 5.8.194 5-28-2012

89.The "Recurring Billing" feature (when customers are setup to pay automatically by credit card or ACH) has been changed to "AutoPay" to avoid confusion with the billing / invoicing features. 5.8.193 5-26-2012

90.When going to contract maintenance or contract close from the payment screen the agreements will now be listed in the same order as on the payment screen, oldest first. Ver 5.8.193 5-26-2012

91.The spreadsheet report created when you run the overdue list as a run-sheet type report will now include the customers route/zone. Ver 5.8.193 5-25-2012

92.The daily message box that asked you to verify your computers date and time has been changed to a pop-up message so you do not have to click "OK" to continue. Ver 5.8.193 5-25-2012

93.Improvements were made for the printer selection function in Printer / Form setup for systems running on server computers. Previously the printer selection box would display all printers for all users, now only the printers available to the current user will be displayed. Ver 5.8.193 5-24-2012

94.A new field is available for letters and invoices "{1_latefee}". This field will print the amount for 1 normal late fee, for the first agreement that the customer has that could be charged a late fee. Please note this should only be used if your late fees are the same for all agreements or all of your customers only have 1 agreement. Ver 5.8.188 5-19-2012

95.Copies of receipts will now be saved in a database on the server computer. This will give you the ability to view receipts from anytime in the past (starting when this update is installed) and also receipts from any computer no matter what computer the transaction was done on. You will also be able to view the matching receipt from customers payment history screen by clicking the "View Receipt" button on the history screen. You can also view a list of all saved receipts for a customer by clicking the "List All Customer's Receipts" button from the history screen. Ver 5.8.187 5-17-2012

96.The Service Inquiry screen now has a "Print Screen" button. Ver 5.8.186 5-11-2012

97.The End of Day report will now display and print the total Webpay(payments paid online by your customers) payments paid by credit card. Ver 5.8.185 5-10-2012

98.MACRS GDS 200DB 7 year recovery period has been added as an available depreciation type for inventory. Ver 5.8.184 5-8-2012

99.In Security there is a new setting that if checked will require users to enter a reason when they remove accumulated late fees from a contract. The reason they enter can be viewed with the recorded security alerts. Ver 5.8.182 5-2-2012

100.A button has been added to the Setup Menu to view recorded security alerts. These were previously only accessible from the security screen. This will give you the ability to allow a store manager to see the security alerts without giving them access to the security screen. This feature will be defaulted to a security level of 5, this can be changed in security. Ver 5.8.182 5-2-2012

101.Further enhancements have been made to the Inventory Control Module for use with wireless scanners such as the Cipherlab 1166 (we sell these for $419.00 see www.rtopro.com/prices.html or call 352-383-9375 to order). Ver 5.8.181 5-1-2012

102.You an now add your own message or note to display at the bottom of the Point of Sale menu. You enter the message you want to display in Store Setup under the main tab. Ver 5.8.181 4-30-2012

103.In Printer/Form setup under the "Receipts" tab there is now an option you can set to prompt before printing receipts. You can either set to not prompt at all (print receipt without prompting), prompt with the default answer yes, or prompt with default answer no. Ver 5.8.180 4-28-2012

104.You can import customer applications by a passed CSV(comma separated values) file now. Click here to see more info on how this works. 5.8.1080 4-28-2012

105.The full inventory description (up to 250 characters) is now available to print on contracts. Ver 5.8.179 4-27-2012

106.The process for saving messages to customers "More Comments" record has been improved to speed up the process. Note for notes to be saved to More Comments this option must be checked in Store Setup under the "Other" tab. Messages that will be saved are for things like letters printed, invoices printed, run sheets printed etc. These kind of notes are always saved in the customers "Action" table. Ver 5.8.178 4-25-2012

107.The Inventory Control Module is now compatible with most wireless or wired scanners such as the Cipherlab 1166. These scanners are less expensive than the portable data collectors and some of them will save scans when you are out of range and then send all scans when you get back in range so they can work basically the same as a portable data collector type scanner. Ver 5.8.178 4-23-2012

108.There is now an option on the Setup menu to edit tax zones. This will enable you to setup employees to be able to edit tax zones without giving them permission to do other store setup edits. There feature will have the same security level as the level to edit tax zones from the tax zone selection screen. Ver 5.8.177 4-19-2012

109.The Web Applications screen has had 2 new buttons added. One to manually start a new sync to check for new applications manually and another to refresh the list of pending apps. Ver 5.8.176 4-17-2012

110.RTO Pro can now import customers applications from a web page. This can be setup so you can accept applications online. Click here to view the help topic for this feature. 5.8.175 4/16/2012

111.A "print" link has been added to the customer Action Table screen. This will display the list of actions first, then they can be printed, exported etc. Ver 5.8.169 3-29-2012

112.The "Receive Previous Purchase Order" screen has been changed so that as you receive the items they will remain in the list but not be highlighted, this way the list stays sorted in the same order and you can see items you have received in this session. Ver 5.8.166 3-20-2012

113.The "Load PO Inventory Item" button when loading rentals and retail sales has been changed to "Load PO Inventory Item (Item to be Ordered)" to make it easier to understand what its for. Ver 5.8.166 3-20-2012

114.Header alignment on the Agreement Analysis report was changed to make it easier to read when printed. Ver 5.8.166 3-20-2012

115.On the Customer Listing report there is an option now to print the EPO (Early Payoff Amount) instead of balance for RTO type contracts. Ver 5.8.165 3-14-2012

116.For inventory labels if you used the field codes such as {RTO$18M} (RTO Price for 18 months for instance "$29.99 x 18 Months") you can now split the payment amount, number of payments and total into separate fields by adding -p, -# or -t to the end of the field, such as {RTO$18M-p}. While editing labels push the F1 key for the help topic with more info about these fields. Ver 5.8.163 3-12-2012

117.A new field is available for ACH Authorization forms "{bacct4}". This will print the last 4 numbers of the customers bank account in this format: "***1234". Ver 5.8.163 3-9-2012

118.Receipts that are emailed to customers and/or to your company will now have a description of what the receipt is for in the body of the message, instead of the generic "Receipt for payment or other transaction". Ver 5.8.162 3-9-2012

119.In the ACH Transaction list of returned transactions you can now "Flag" a transaction as already loaded as NSF. This is for when you loaded the NSF outside of the load NSF feature from the ACH returned list. Ver 5.8.161 3-7-2012

120.In Store Setup under "Required Customer Info", under the "Contracts" tab, you can now require a cell phone number to be entered instead of a message phone. Ver 5.8.160 3-7-2012

121.When entering a city name to search for to select a tax zone if the grid was not being ordered by the city column the search would not return results. This has been changed to automatically order by the city column when you type a city to search for. Ver 5.8.158 3-2-2012

122.A new field is available for contracts that will print the current remaining payments left "{rpmtc}". Unlike the "{rpmt}" field which is remaining payments after the down payment, the value in the new field will change if a contract is re-printed after more payments are paid. Ver 5.8.158 3-2-2012

123."Payments Left" will be printed on run sheets now for each agreement. Ver 5.8.158 3-2-2012

124.If you have the ability to take payments for past dates enabled in security you can also load retail sales with past dates also now. Ver 5.8.157 3-1-2012

125.If you have the ability to take payments for past dates enabled in security you can also load agreements with past dates also now. Ver 5.8.156 2-29-2012

 

 

 

Update No. 5.8.155 2-25-2012 RTO Pro Windows XP, Vista, Windows Server 2003, 2008, 2011  and Windows 7

 

1. Receipts that are emailed to the company offices only will now reflect that in the body of the email. Ver 5.8.155 2-26-2012

2. The process remote payment screen (for processing remote payments for non central server stores) will now allow you to edit the customer account number so you can correct it as needed if it was entered incorrectly at the remote store. Since the account numbers can be corrected easily now the message has been change on the screen where you take a remote payment that a 0 can be entered as the account number if the number is not known and that an address should be entered when the account number is not. This will give the receiving store more info to find the correct customer by. Ver 5.8.155 2-25-2012

3. The End of Day discrepancy messages can now be turned off in security. They should only be enabled if you run the EOD daily and always for 1 day only. Ver 5.8.154 2-24-2012

4. The contract close screen will now display the customers "Rating/Status" so it can be updated at the time of a contract close. Ver 5.8.152 2-23-2012

5. New fields have been added to the Invoice form. "{regpmt1}" is the total for 1 normal payment, including tax and DWF/Club. This field will allow you to replace the payment, tax and DWF fields to allow more room in the contract bill line. "{po-dep1}" is the payoff amount with the customer deposit subtracted from it. The payoff - deposit field will take the deposit off the payoff for the first R, L, O or G type contract, the additional contracts, if any will not have the deposit subtracted. Ver 5.8.151 2-22-2012

6. Agreement Analysis Report has been added to the Revenue Reports Menu, option "F". Ver 5.8.148 2-20-2012

7. For Club ONLY agreements you can now setup default weekly, monthly, bi-weekly and semi-monthly rates in Store Setup, under the "Club" tab. Ver 5.8.148 2-20-2012

8. When due dates are moved the reason given will now be recorded in the Security Exceptions list, if no reason is given it will display "No Reason Given". Ver 5.8.148 2-16-2012

9. Last Transaction date has been added to the Overdue Report, run sheet type export fields. Ver 5.8.147 2-16-2012

10. The Custom SQL Report screen (Revenue Reports Menu option "E") now has a history button you can use to scroll through past SQL strings you have used, you can also type in SQL strings without saving them to the SQL string list now. Ver 5.8.145 2-14-2012

11. "Statement of Account" can now be printed or emailed to customers. The form can be edited in "Printer / Forms Setup" (option 2 from the setup menu). The form is in the form list, note you will have to scroll down to see it. The form can be printed or emailed from the Payoff Detail screen (from the payment screen for the customer push "F8", then click the yellow " * " image to the right of the contract you wish to generate the from for. From the Payoff Detail screen set the date you would like the payoff to be good through then click the "Statement of Account" button. The form will display first, then it can be printed, exported or emailed. Ver 5.8.144 2-12-2012

12. If you use the "Shed Pricing Utility" you can now access it from the Point of Sale menu (button at the top of the screen) to quote prices before an agreement is loaded. Ver 5.8.144 2-11-2012

13. When credit card partial approvals are given the message box that displays the partial approval notice now has a help button you can click on to display the help topic for partial approvals. This topic can also be accessed from the RTO Pro help file (push the "F1" key while in RTO Pro and search for partial approvals or see the topic in the "Help Desk" section. Ver 5.8.141 2-8-2012

14. There is a new option in Store Setup under the DWL/LDW tab. The option is to allow loading of agreements with DWF but to not collect any DWF fee as part of the down payment. To enable this new feature you would have to check the box in store setup, then check the box "NO DWF in down payment" while loading the agreement. 5.8.140 2-7-2012

15. From the Inventory Report screen there is a new button you can click on to run a "Deleted Inventory Report". Ver 5.8.139 2-6-2012

16. Central Server local stores (where multiple companies are ran from a single building) can now specify a single store for an employee. This allows you to setup an employee to only be able to access data for 1 store. Previously this feature was only available for Central Server Remote stores (where multiple remote stores are ran from a central server). Ver 5.8.137 2-5-2012

17. The On Screen Account Manager (OSAM) can now be ran by salesman. If a customer has multiple contracts that are late with different salesmen, the most late contract's salesman is the one that will be used. Ver 5.8.137 2-3-2012

18. When the overdue report is ran as a "Run Sheet" type report the grid formatted data that is displayed will now include the first model, serial, stock number, description, the number of items on the contract, the number of days late and the salesman. Ver 5.8.137 2-3-2012

19. Messages that print on payment receipts can now be any length and any number of lines you wish. To setup the messages that print on receipts see option 4 from the Setup Menu. Also all receipt messages (what you setup to print on receipts, not the actual receipts themselves) will be saved in the database instead of being file based. Ver 5.8.136 2-2-2012

20. The Delivery Scheduler now has a function under the "File" menu to export data in a format that can be sent to DispatchTrack. For more info about DispatchTracks services see their website: www.dispatchtrack.com. Ver 5.8.135 1-30-2012

21. When "Paid in Full" letters are printed a note will be saved in the customers action table records now. Ver 5.8.135 1-30-2012

22. When the user is known (when users log into RTO Pro or the functions are password protected) the employee initials will be printed on receipts now. Ver 5.8.133 1-24-2012

23. In security there is a new check box you can check if you want to send a copy of all receipts to the BCC email address you can enter in security. When this box is checked a copy of all receipts will be sent, even if the customer does not have an email address and also receipts that are normally not emailed such as refunds, new rentals etc. Ver 5.8.131 1-17-2012

24. In security there are new functions that will decrypt and encrypt social security numbers and ACH bank account numbers in the database. This can be used when you want to access the database directly and be able to see the normally encrypted data. If data is decrypted it should be encrypted back, it should not be left unencrypted. Ver 5.8.130 1-12-2012

25. On the Customer Menu there is a new function "Collections Export". This can be used to export information to outside collection agencies. It will export customer and contract info for closed contracts that owed back rent at the time of the close and / or charged off contracts that still have an unpaid balance. Please note this function will export UNENCRYPTED Social Security numbers, so the export files should be treated securely and never sent over the internet insecurely. This function will be password protected at a level 5 by default, you can change it to a lower level in security but it is not recommended. Ver 5.8.129 1-9-2012

26. The customer list report screen now has a new button that can be used to display and then export or print email addresses. They will be in the common format first name, last name and email. This can be used to export emails for use in common web based email systems. Ver 5.8.128 1-6-2012

27. Total amount paid down including deposit is now available as a field on contract forms. Ver 5.8.126 12-28-2011

28. When you run the overdue customer list as a run sheet type report the custom report layout that displays will now include a column for contract date. Ver 5.8.124 12-27-2011

29. The check box in store setup to only credit bonus bucks to customers with club will now credit bonus bucks to customers who have a club only agreement instead of only customers who have club on their normal agreement (customer based club). Ver 5.8.123 12-23-2011

30. Made more redesign changes to the Common Action List screen. Ver 5.8.122 12-21-2011

31. The Common Action list that can be selected from when saving notes to the action table (payment screen, on screen account manager) can now be edited to include any actions you like for your store. To edit the actions available in the list click the "Save a Common Action" link, then click the link at the lower right "Edit Common Action List". Ver 5.8.121 12-21-2011

32. Contract Tax Zone changes are now password protected at the same level as contract maintenance, changes to tax zones for contracts are also recorded in security log now. Tax Zone record changes that can be done from the tax zone selection screen can be password protected now. Ver 5.8.121 12-20-2011

33. Emailed letters and invoice forms can now contain images and be emailed with images displayed properly in the body of the email. Ver 5.8.120 12-20-2011

34. If your system is set to email receipts charge off receipts will not be emailed now, other contract close receipts will still be emailed. Ver 5.8.118 12-16-2011

35. Improvements made to the help file system (push the F1 key in RTO Pro to display help. Ver 5.8.117 12-14-2011

36. Stock # is now available as a field to print on price quote forms. Ver 5.8.116 12-12-2011

37. The On Screen Account Manager (OSAM) can now be ran based on customer rating / status. You enable this in store setup under the "Other" tab in the rating / status setup area. Ver 5.8.115 12-11-2011

38. The ACH transaction list can now be exported to an Excel spreadsheet. The total of transactions and transaction count will be displayed now and also you can drag columns to group by transaction date, status date etc. When columns are grouped sub totals will be displayed for each group. Ver 5.8.112 12-6-2011

39. Yahoo Maps service was shut down 9/2011 so the default map service in RTO Pro has been changed to MapQuest. Google maps is still available as an option but if you were setup to use Yahoo before MapQuest will be used instead now. Ver 5.8.108 12-1-2011

40. The WYSIWYG word processor for editing agreements, letters etc has been improved with the following features: Column selection: Using the mouse or keyboard, you can select table columns with one click on the down arrow in the first table row. Or you can simply click and drag to select some cells. Select cells in the middle of a table: You no longer have to select cells row-wise. Multiple cells can be selected in the middle of a table. Colored table borders: The color and width of every single border in each cell can be adjusted programmatically or using the built-in dialog box. Ability to have repeating table headers has been added. A new page setup dialog box has been added that allows you to add page borders and page columns and to work with headers and footers easier. The new word processor also features better image rendering. Ver 5.8.107 12-1-2011

41. Some email providers will reject an email with a bad to address immediately so the RTO Pro email server has been changed so that when this happens instead of showing as a failed send you will be notified it was a bad address in the status screen and also as a reminder the email will be sent to your reply to address with a message the email address was invalid. Ver 5.8.100 11-21-2011

42. The Customer Menu now has a button you can click to start the RTO Pro Email Server. You can now view a list of sent emails from the email server. Ver 5.8.96 11-17-2011

43. When emails are sent automatically through RTO Pro, for receipts, form emails etc. they will now be saved to a database table and be sent from a new email server. This will speed up the creation of the emails process and also help with email systems that limit the number of emails that can be sent per minute or per hour. This new way of processing emails will allow the process that created the email to continue before the email is actually sent. If there is a problem sending the email the email server will continue trying to send every 5 minutes until all pending emails are sent. The email sever will show up as a small red "R" in the notification tray in the Windows task bar. You can click the icon to bring up the email server program to see status messages and view pending emails. When all emails are sent successfully the email server will shut down automatically. Ver 5.8.95 11-15-2011

44. Billing / Invoicing options have been grouped together in their own section under the "Other" tab in store setup. There is now an option to display a reminder to run billing on the main menu, clicking on the reminder will take you to the billing screen. Ver 5.8.91 11-9-2011

45. ACH returns will now display the complete return description for the return code when viewed in the ACH Transaction screen. Ver 5.8.88 11-4-2011

46. Running Inventory reports and viewing Inventory cost info on the Inventory Inquiry screen can now be password protected. When the cash drawer is opened from the button on the point of sale menu a security alert will be created. Ver 5.8.85 10-31-2011

47. ACH transaction info will now be saved in a database table and can be viewed by clicking a button on the bottom of the recurring billing screen. You can view unsent, pending, cleared and returned transactions (note you will only see transactions entered after this update is installed). From this screen you will also be able to perform functions such as flag transactions as sent, delete unsent transactions, reverse or load returned transactions as NSF.  For more info about accepting ACH payments call 352-383-9375. Ver 5.8.84 10-30-2011

48. On the Point of Sale menu there is now a button you can click to open your cash drawer. This feature can be password protected. Note you must have a compatible receipt printer and cash drawer, see the "Receipts" tab under Printer/ Forms setup (Setup Menu option 2). Ver 5.8.75 10-17-2011

49. If you accept ACH payments through RTO Pro you can also use ACH check conversion now using Burroughs SmartSource Edge Check scanners. These are available for around $300.00 at http://www.burroughsstore.com or at http://www.unilinkinc.com/. ACH Check Conversion or ACH ARC is where you scan checks you receive and submit them electronically through the ACH system instead of depositing them at your bank. This is included at no extra cost with the RTO Pro ACH system (except for the per transaction fee same as all ACH transactions). When a check bounces you would be charged the $1.95 returned ACH fee instead of the $10 to $20 NSF fee banks commonly charge. Ver 5.8.74 10-15-2011

50. You can now password protect the function that submits ACH transactions to CheckAssist. Ver 5.8.73 10-14-2011

51. Employees who have security clearance to edit time records can now click a link in the Time Clock to temporarily disable the employee privacy settings so they can view the employees time records to edit them. Ver 5.8.72 10-12-2011

52. The ability to view / edit pending ACH transactions can now be password protected. Ver 5.8.71 10-12-2011

53. When you scan Arkansas drivers license when loading new customers their complete address, height, weight and DL number will be filled in automatically now. Ver 5.8.65 10-7-2011

54. When you process WebPay payments if you have RTO Pro set to email receipts the receipt will now reflect "WebPay" in the email message instead of "Recurring Payment". Ver 5.8.65 10-7-2011

55. If you have security setup so users log in and stay logged in you can now use "Role" based security. This is where instead of setting levels you create roles, manager, owner etc, then for each role you choose the functions users with that role are allowed to perform. Ver 5.8.64 10-7-2011

56. You can now have the EPO$ amount (early payoff) displayed on the payment screen. To enable this check the box in Store Setup under the "Other" tab. If this is not enabled you always get the EPO by pushing F8 from the payment screen. Ver 5.8.63 10-4-2011

57. If you have the "Extension Payment" feature enabled (See store setup contracts tab) you can now have a message printed at the bottom of extension payment receipts. These are edited in the Payment Message screen (Setup menu option 4). Ver 5.8.54 9-28-2011

58. The Customer List report will now print days late for overdue customers. Ver 5.8.54 9-28-2011

59. You can now charge a "Transaction Fee" from the payment screen. This is enabled in Store Setup under the "Club" tab. The fee is stored in the club field in history but it will be on a separate transaction in the revenue reports. To enable this feature enter the amount you would like this fee to be in store setup, when this is done you will see the button on the Payment "Tendered" screen, click this button to add the transaction fee to the current transaction. Note this fee is NOT added automatically to any transactions, you have to click the button to add it. Ver 5.8.53 9-25-2011

60. The following items can be password protected now: print utility view reports and depreciation reports, BOR report, edit/delete/create inventory labels, printer / forms setup, master model / category screen, zone delinquency report. The run sheet will now print # of days late. When an attempt is made to access a password protected function that is denied hte user attempting the access will be recorded now when possible. Ver 5.8.50 9-20-2011

61. The contract info screen(F8 from the payment screen) have new buttons you can click on next to the payoff amount that will allow you to enter a future date to see what the payoff will be on that date. This will also display the payoff calculations used and you can print the payoff info. Ver 5.8.45 9-14-2011

62. When you run billing you will no longer be prompted if the invoices printed correctly, instead it will assume they did and flag them as invoiced. If you need to redo billing for any reason you can always undo the billing and then re-run. Ver 5.8.45 9-12-2011

63. When you have the End of Day set to email the end of day report automatically the report will be sent as a PDF file now instead of a text file. Ver 5.8.43 9-7-2011

64. The contract info screen(F8 from the payment screen) have new buttons you can click on next to the payoff amount that will allow you to enter a future date to see what the payoff will be on that date. Ver 5.8.43 9-3-2011

65. When using the SMS Text service error messages will now have more info about possible causes (such as internet down) and also errors when sending or receiving messages will no longer shut RTO Pro down. Ver 5.8.42 9-2-2011

66. When you get a partial credit card approval now on the payment screen you will not be prompted if you want to void the approval until you exit the payment screen instead of when you exit the tendered page on the payment screen. Ver 5.8.42 9-2-2011

67. When backups are started through automation either with Windows Scheduler or the End of Day program the backup interface will not display now only a pop up windows will display briefly showing the status of the backup when it is finished. Ver 5.8.40 9-2-2011

68. When printing bar codes there are now fields available to print serial and stock number barcodes in font size 20 and 25 now (30 was the default size). This will allow longer serial/stock number barcodes to be printed on smaller tags. Please note you should print a few test tags to verify your scanner can scan the smaller size fonts before using them. Ver 5.8.40 9-1-2011

69. The "Turns Layout" of the Inventory Report has been improved, the total revenue will now be displayed for each item, total retail and total turns including retail will be printed in the totals section as well as net profit (total revenue - cost). Ver 5.8.39 9-1-2011

70. The Inventory Control Module can now be configured to scan serial numbers instead of stock numbers with scanners. Ver 5.8.38 9-1-2011

71. The Shed Pricing utility now gives you the ability to enter the Discount % for EPO when you have set to allow individual discounts by contract in setup. The shed pricing utility also will use your discount % instead of the fixed rate of 60/40. The shed pricing utility will work the same in RTO Pro as well as the "load existing contracts" program. Ver 5.8.38 8-31-2011

72. In Security there is a new setting that will allow any transaction date to be entered for a payment transaction. This setting is under the "Function Security Levels" tab. If this option is checked, on the first payment screen you will see a new box where you can enter the transaction date for this transaction. Setting this date will set the subsequent payment transaction to that transaction date instead of today's date. This option should NOT be used by most companies except maybe where owners run the software instead of employees. 5.8.38 8-31-2011

 

 

 

 

 

Update No. 5.8.36 8-26-2011 RTO Pro Windows XP, Server 2003, 2008, Vista and Windows 7

 

1.On the payment and new rental / retail sales tendered screens if you swipe a credit card before the credit card entry screen is open the swipe will be caught and discarded instead of the swipe making the transaction finish with the wrong payment form (a swipe is followed by an automatic enter which would finish the transaction if swiped in the wrong place). Ver 5.8.36 8-26-2011

2.All new commitments will now be saved in the customers action table. Ver 5.8.36 8-26-2011

3.For CC's on file the message on the payment screen will now display the card type. Ver 5.8.36 8-26-2011

4.Comments for mailing letters, invoices etc will no longer be saved in the customers "comments" field. These notes are saved automatically in the action table and can also be optionally saved into the customers "More Comments" also (see store setup other tab). Ver 5.8.36 8-25-2011

5.On the "Tendered" screens when typing in the payment form field if you key in an invalid letter the payment form field will clear so the correct character would have to be entered to continue. This will prevent transactions entered with the wrong payment form when the form is keyed incorrectly. Ver 5.8.36 8-25-2011.

6.When ACH deposits are entered automatically as bank deposits credits and debits will now entered as separate deposits instead of taking debits and subtracting credits and making 1 deposit since this is the way they will hit your bank account. Ver 5.8.36 8-25-2011

7.If you use X-charge to process credit cards through RTO Pro when you run the End of Day credit card deposits will be saved automatically from the X-charge records. Visa / MasterCard deposits will be saved separate from American Express deposits. Note they will only be saved if you run the EOD for TODAY only and only for today, not a range of dates. Ver 5.8.35 8-25-2011

8.Petty cash payout categories can be up to 30 characters now. Ver 5.8.34 8-24-2011

9.Help file has been improved and redesigned (Press F1 from anywhere in RTO Pro to display the help file). Help file on our website (http://www.rtopro.com/help) has been improved and now allows comments and discussions by users. Ver 5.8.32 8-22-2011

10.In Store Setup under the "Other" tab there is a new option to set individual pricing during receiving from last item received with that model number. Before now that was the default action, you will now have to check this box if you want individual pricing during receiving to be set automatically to match the last received item's individual pricing. Ver 5.8.29 8-21-2011

11.In Store Setup under the "Other" tab you can now set the next serial number to use when you auto generate serial numbers. You can also enter a prefix you want to use in front of all serial numbers if you wish, for instance if you enter 100 as your next serial number and C as the prefix your next serial number generated would be "C100", then "C101". Ver 5.8.28 8-20-2011

12.The Sales Tax Report now will display a "Taxable Revenue" for each Tax Zone, this is the Net Revenue - Exempt amount. Ver 5.8.28 8-20-2011

13.When any of the computers on a network are updated to a newer version of RTO Pro all the other workstations will be forced to update before they will be able to use RTO Pro. Ver 5.8.28 8-20-2011

14.The password level required to lower a suggested rental payment amount would also be required to lower the suggested retail price for a retail sale now. Ver 5.8.27 8-18-2011

15.The naming convention for backup files has been changed to the following format: "YYYY-MM-DD RTO Pro (Data or Full) backup Store # Job #.zip". This will make it easier to locate backups as they will be arranged by date. Ver 5.8.27 8-18-2011

16.The Excel export file created when you run depreciation will now have an "Accumulated Depreciation" column, accumulated depreciation is the total depreciation that has been claimed on an item over its lifetime. Ver 5.8.26 8-16-2011

17.From the payment and on screen account managers screen you can now double click on the "Email" label by the customers email address to open the send mail screen to compose an email to them. Note this is different than the email letter function which emails a previously saved form email, this new function will open a blank email form so you can compose an email from a blank form. Ver 5.8.24 8-11-2011

18.In Store Setup under the "DWF/LDW" and the "Club" tabs there are now check boxes you can check if you do not offer DWF and or Club in your store. Checking these boxes will make it so the DWF or Club fields are not displayed when you load agreements. Ver 5.8.24 8-11-2011

19.The Shed Pricing Utility now has 2 tabs for calculating / entering contracts for portable building / shed rental companies. The new tab can be used when the agreements have already been signed and amounts calculated and you just want to match these numbers. You enter the cash price, down payment, any extra down payment, payments remaining and payment amount, then the correct cash price to enter and contract amount are calculated and can be entered in the contract load screen by clicking a button. Ver 5.8.24

20.The EOD discrepancy list will also report days there was revenue and the EOD was not ran. The EOD discrepancy list will be displayed in red now on the EOD report, and printed in red if you have a color printer. The EOD report when displayed will now display in the RTO Pro report viewer instead of notepad. Ver 5.8.22 8-5-2011

21.The End of Day report will now record the total revenue for everyday it is ran and check past days for discrepancies in what was reported that would be caused by running transactions after the end of day is ran and not re-running the end of day. In other words if somebody ran the end of day yesterday, then took a payment afterwards when you run the end of day tonight this discrepancy would be reported. Ver 5.8.20 8-3-2011

22.The Inventory Category Markup Report (Revenue Reports Menu option C) can now be exported to an Excel spreadsheet. Ver 5.8.20 8-3-2011

23.When a customer has a credit card or ACH info on file the payment screen will now display a message that they do. Ver 5.8.19 8-1-2011

24.There is a new option in Store Setup under the DWL/LDW tab: "Make Damage Waiver PLUS Tax instead of INCLUDING Tax. With this box checked and you set 1.00 minimum DWF fee it would be 1.00 + tax(1.07 for .07 tax) instead of including tax (.93 DWF .07 tax for .07 tax rate). Note this only applies if you do not have DWF set to be NOT taxable under the sales tax tab." Ver 5.8.18 8-1-2011

25.In Security there is a new setting to record transfers (in and out) in the security recording file. This is enabled in the security screen under the security levels tab. Ver 5.8.16 7-22-2011

26.You can now set the Paid Off letters to print automatically anytime a rental agreement is paid in full. Set this in printer / forms setup on the lower left of the contracts/main tab. Ver 5.8.16 7-22-2011

27.Paid in full / transfer of ownership letters can now be printed from the contract inquiry contract detail screen for paid out agreements. The form can be edited in Printer / Form setup (Setup Menu option 2). Ver 5.8.15 7-22-2011

28.When you process web payments if the web transaction send an email address for the customer and you do not have an email on file for them the email from the web transaction will be saved for the customer. Ver 5.8.14 7-21-2011

29.Credit card receipts will show the customer name at the top also now instead of just the account number. Ver 5.8.14 7-21-2011

30.The Network License data path screen now has a link you can click on to update registration info from the server computer. This is useful for company name changes or adding a new company to a central server license, it makes it easier to update all workstations with the new info. Ver 5.8.14 7-21-2011

31.Datatrue reports can now be ran before a new customer record is saved. Ver 5.8.13 7-19-2011

32.From the inventory report screen there is a new button that will display all company owned inventory on any given date. This will display all inventory that was stock, rented or loaner on the date you specify no matter what the current status is. Ver 5.8.13 7-19-2011

33.In billing / invoicing there is now an option you can check to ignore all other settings and just invoice all customers marked to be invoiced. This can be used by stores who only invoice 1 time per month and want to mail all customers an invoice. Ver 5.8.12 7-19-2011

34.In Store Setup under the "Other" tab there is a new option for Time Clock privacy. If this box is checked the employee list in the time clock will only display out or in instead of time out or in. It will also prompt for your password as soon as you select your employee record instead of when you punch the clock, this prevents other employees from seeing your time records. Ver 5.8.12 7-18-2011

35.The agent totals on the depreciation report will now print the totals for all company owned inventory on the last day of the month depreciation is being ran for instead of counts for items company owned the day depreciation is ran. Ver 5.8.12 7-18-2011

36.The RTO Pro Update Utility can now be configured to use a proxy server. Ver 5.8.10 7-14-2011

37.The Quick Revenue report will now display a projected rent for the day( total base rent for RLTGO type contracts due today), rent collected (total base rent paid today for ALL RLTGO types) and the % collected (collected / projected). Ver 5.8.10 7-14-2011

38.The print utility (F5 from the main menu) now has one tab for receipts and reports and another tab for depreciation reports. The depreciation reports saved as Excel spreadsheets will now display in the list also and they can be opened from the list, when you double click on a XLS file Excel will be launched and the file will be displayed. Ver 5.8.7 7-13-2011

39.The file names used for the saved depreciation reports will now be formatted like "YYYY-MM 'agent name' 'tax or book' 'store1'". This will make finding them in the list easier since the reports for the same year will be all together. Ver 5.8.7

40.When doing full backups with the RTO Pro Backup utility you now have the option to skip images from document imaging. This is recommended if you use document imaging frequently and have 100's of megabytes of images. If you have a lot of image files it recommended you use some type of online backup service (such as Carbonite.com)to back these up. Ver 5.8.7 7-12-2011

41.If you use user level security(where you log in when you go into RTO Pro) you will now be able to go into the end of day program and back into RTO Pro and stay logged in without having to re-enter your password. Ver 5.8.5 7-9-2011

42.In store setup under the contracts tab in the Federal Lease section there is now an option to make all federal leases always have a balloon equal to 2 monthly payments. Ver 5.8.4 7-8-2011

43.When processing automatic recurring payments you now have the option to automatically email a credit card declined or credit card expired message. This would send an email to customers who are setup for autopay by credit card and their card is declined or their card on file has expired. Ver 5.8.1 7-8-2011

44.You can now take multiple payment forms for the following transactions: payments, new rentals, new sales and contract closes. This means for instance if a customer wants to pay $10 by cash, $10 by Visa and $10 by check you can do this all in 1 transaction. Ver 5.8.0

45.RTO Pro is now compliant with the credit card partial approval mandate. This feature will allow partial approvals and give you an opportunity to either add additional payment forms to pay the remainder of the transaction or to void the partial approval. For instance if a customer wants to pay $60 by MasterCard it may just approve $50 (previously the $60 would have been just declined), you would then give the customer an opportunity to pay the other 10 by cash etc or go back and change the transaction to just $50.00 or void the partial approval and not process the transaction. Ver 5.8.0

46.The depreciation Excel Spreadsheet file will now contain the inventory category. Ver 5.8.0 7-5-2011

47.The field list in the form editor (where you edit agreements, letters etc. F4 brings up the field list)has been redesigned so it is easier to read. Ver 5.7.5 6-15-2011

48.The Shed Pricing Utility will now calculate prices for a 48 month term also. Ver 5.7.4 6-10-2011

49.Inventory history will now be kept for every inventory transaction, the complete history can be viewed from the inventory inquiry screen. Note the history will start being recorded after this update is installed. Ver 5.7.2 6-6-2011

50.Inventory Serial number has been changed to a maximum of 30 characters instead of 15. Description has been changed to 250 characters instead of 35. Note the description saved with the contract record will still only be 35 characters and 35 characters is all that will print on agreements using the current description field. Ver 5.7.0 6-2-2011

51.You will now be able to edit the "Billed Yes/No" and billed date on contracts from the short contract maintenance screen (F11 twice from the payment screen). Ver 5.7.0 6-2-2011

52.Saved depreciation reports will now include "Tax" or "Book" in the filename to differentiate tax or book depreciation. Ver 5.7.0 6-2-2011

53.You can now set Club as NOT Taxable (if it is not taxable in your state, most states it is taxable). This is done in Store Setup under the "Sales Tax" tab. Ver 5.6.151 5-19-2011

54.You can exclude Club Only agreements from the counts in the overdue and contracts report section of the End of Day report now. This is done in "Setup" in the End of Day program. Ver 5.6.150 5-18-2011

55.When you clock out on the last day of your pay period you will no longer be prompted if you want to print a time clock report. You can print a time clock report on demand from the clock in/out screen. Ver 5.6.150 5-18-2011

56.You can now add employees without entering a password for them, the password can be entered at a later time or can be left blank for salesman only employees. Ver 5.6.149 5-17-2011

57.The inventory price quote screen has been redesigned for longer serial numbers. Ver 5.6.145 5-13-2011

58.The summary page for recurring billing will now display credit card AVS results. Ver 5.6.145 5-13-2011

59.When loading or pre-loading rentals or loading retail sales you can now right click on an inventory item that was selected and click the "Remove" menu that will come up to remove an item that you do not wish to include in that transaction. Ver 5.6.144 5-13-2011

60.When you run an overdue customer list in the "runsheet" format a summary of the info will be displayed in the custom report format that can exported to Excel/ HTML etc. Ver 5.6.143 5-12-2011

61.Credit card receipt will now print the AVS and CVV response results. Ver 5.6.141 5-11-2011

62.The "turns" layout for the Inventory Report will now print the total rental revenue, average realized turns and average anticipated turns. Ver 5.6.140 5-8-2011

63.You can now specify a "port" for Datatrue reports. Datatrue will provide you with this info when you setup a Datatrue account. Ver 5.6.134 5-3-2011

64.A loan days field is now available to print on Cash Advance agreements {loandays}. This will print the number of days between the date of the loan and the due date. Ver 5.6.132 4-29-2011

65.Transfer screens redesigned for longer serial numbers. Ver 5.6.128 4-25-2011

66.The load loaner screen redesigned for longer serial numbers. Ver 5.6.127 4-22-2011

67.The print / preload agreement / quote screen has been redesigned in preparation for longer serial numbers. Ver 5.6.126 4-22-2011

68.The load retail sale screen has been redesigned in preparation for longer serial numbers. Ver 5.6.125 4-21-2011

69.The load rental screen has been redesigned in preparation for longer serial numbers. Ver 5.6.124 4-19-2011

70.In Store Setup under the "Contracts" tab in the required customer info section you can now set an option to not allow loading of rentals or open retail sales to a customer with a "0" rating. Ver 5.6.124 4-19-2011

71.The SSN verify is optional on Datatrue reports now. Ver 5.6.122 4-15-2011

72.The inventory control module will now print scan exceptions on the report that is generated when you close a session. Ver 5.6.119 4-13-2011

73.The contract inquiry screen has been redesigned in preparation for longer serial numbers. This screen and the contract maintenance screen will both always display the inventory stock number also. On the contract inquiry screen you can double click on an inventory item to go to the detail for that item directly (instead of pushing F9 and paging to find a particular item). Ver 5.6.114 4-7-2011

74.The contract maintenance screen has been redesigned in preparation for longer serial numbers (coming soon). You can also edit the payment amount field and the individual inventory rates will be changed automatically to match the new payment amount. Ver 5.6.112

75.If you have the system setup to require a minimum set of information (set this up in store setup under the contracts tab), the same minimum info would be required to load an open retail sale(retail sale with payments)now also. Ver 5.6.112 4-6-2011

76.You can perform Datatrue SSN only verifications now. Ver 5.6.112 4-6-2011

77.When sending transfer files and end of day files via Internet FTP the file will be sent as a temp file first, then renamed after it is sent, this will prevent it being downloaded on the other end before the file is completely uploaded. Ver 5.6.110 3-30-2011

78.When loading rental agreements with multiple inventory items you can now enter a total rate and have the rates split automatically based on the cost. Ver 5.6.108 3-28-2011

79.If you use the feature that forces the down payment on rentals to equal the amount of rent to pay through the due date (doesn't allow free time), there is now a password protected link(you set the level in security) you can click on to disable this feature which would allow free time (for instance 1 week paid and next due date set 10 days from today). Ver 5.6.106 3-24-2011

80.When adding a new computer to a network system all you have to do now is browse and select the "path.dat" file after installing RTO Pro, your registration or lease info will be copied automatically to the new computer from the server. Ver 5.6.105 3-22-2011

81.The shed pricing utility now gives you the option to reduce the number of payments instead of the payment amount when extra money is paid down. 5.6.104 3-22-2011

82.The inventory transfer file has been redesigned to use XML format files. There will be no noticeable change and older format files will be converted automatically when transferring in. The only thing you will not be able to do is add items to an old format transfer file. This change is needed for the next updates we are working on, changing the size of the model, serial and description fields for inventory. The new format will make future changes to the data structure much easier with little change required to the transfer process. Ver 5.6.103 3-15-2011

83.In the Load Existing Contracts utility you can enter the tax rate for each history item now. This is useful for when you are entering a past history for somebody and their tax rate changed at some point. Ver 5.6.103 3-15-2011

84.You now have an option to force the down payment to equal the amount needed to pay through the next due date when loading rental agreements. For instance if you load a rental agreement as $7.00 a week and make the next due date 10 days from today the down payment would have to be $10.00. You can enable this feature in store setup under the "Contracts" tab. Ver 5.6.98 3-2-2011

85.If you use the Shed Pricing Tool you can now have the payment amount calculate by cash X any number you wish instead of cash divided by any number. Ver 5.6.93 2-22-2011

86.The Customer Deposit Report (button on lower left of customer list report) will now print the number of active agreements for each customer with a deposit balance. When you run this report now you will be prompted if you want to include inactive customers only. Ver 5.6.92 2-22-2011

87.Drivers license scanning for loading new customers will now work with the new and old format Texas drivers licenses. Ver 5.6.91 2-20-2011

88.The email receipts function will only email receipts from the payment screen and contract close screens now. Ver 5.6.91 2-19-2011

89.If you have Email setup in RTO Pro you can now automatically email copies of all receipts to customers with an email address saved. This is set in Store Setup under the "Receipts" tab. Ver 5.6.90 2-19-2011

90.When you run recurring billing you can now have receipts automatically emailed to the customers whose payments were processed if the customer has their email saved in the customer records. Check the "Email Receipts" box in recurring billing to enable this, note you have to have your email info setup in RTO Pro for this to work. Ver 5.6.89 2-18-2011

91.You can now export the Payment/Transaction report to an Excel spreadsheet. To export it check the box at the bottom left "Export to Excel". Ver 5.6.88 2-17-2011

92.When you reverse a transaction for a closed agreement you will now be prompted if you want to re-open the agreement or not, instead of it just re-opening automatically. Because of this change you will now be able to reverse transactions on closed agreements now even if the inventory on that contract is not currently stock. Ver 5.6.87 2-16-2011

93.In the Shed Pricing tool (enable in Store Setup under the contracts tab) you can now enter the divisor to use in your payment calculation for both 36 months and 60 months. This is for when you use something other than 21.6 for 36 and 27.6 for 60 months. If you do not offer 60 months you can set its divisor to 0 and this option will be disabled. Ver 5.6.86 2-15-2011

94.There is a separate security level now to undo a transfer, set this up in Security (Setup Menu option 5). Ver 5.6.86 2-15-2011

95.When you send an item to service, the current customer name will be verified in case of name changes to the account since the item was rented or sold. Ver 5.6.85 2-14-2011

96.When running the billing process the invoices that are emailed only will not be numbered at the bottom of the invoice now, so the ones printed will be numbered sequentially. The message box that displays to verify the invoices will now display the total number of invoices and the actual number printed, ones that are emailed only will not be included in the "printed" count. Ver 5.6.85 2-14-2011

97.When you are loading a rental agreement and the customer does not have the required info filled in for them, you can now click the "Application" button from the contract load screen, fill in the rest of the required info, save the info, exit the application screen and continue to load the agreement without exiting the load agreement screen. Ver 5.6.84 2-11-2011

98.You can now require the customers email address to be filled in before agreements can be loaded. This is set in Store Setup under the "Contracts" tab in the "Required customer info" section. Ver 5.6.83 2-10-2011

99.If you use the {history} field on invoices it will now the last 3 payment dates and the total for each day instead of the total for each of the last 3 payment transactions. Ver 5.6.83 2-10-2011

100.In Store Setup under the "Contracts" tab there is a new feature you can enable for shed rental businesses. This feature when enabled will display a "Shed Pricing Calculator" when you are loading a rental agreement. The Shed Pricing Calculator will allow you to enter the cash price and the number of payments and it will automatically calculate the correct payment, contract amount and cash price that needs to be loaded in RTO Pro. This feature uses the common calculation of (cash / 21.6 = pmt x 36 months) or (cash / 27.6 = pmt x 60 months). This feature will also work with either of these 2 EPO methods (balance x discount % = EPO) or (cash - (rent pd x discount %)= EPO). When the pricing is set you can click a button to fill in the correct info on the load screen and then only have to push F6, then Enter to load the agreement. Ver 5.6.82 2-9-2011

101.The RTO Pro backup utility will now automatically append to external drives instead of prompting if you want to append or erase the disk. The append or erase was originally designed for 2.5" floppy disks which should no longer be used for backups. Ver 5.6.82 2-9-2011

102.When you go to contract close or maintenance from the payment screen then exit that screen you will now be taken back to the payment screen automatically. Ver 5.6.80 2-8-2011

103.Drivers license scanning for Texas has been improved (scanning a DL with a credit card reader to fill in customer info). The customers full address, height, sex and DOB will now be filled in. Ver 5.6.74 2-2-2011

104.Fields that were designed for Wisconsin agreements (can be used for other states also if needed) now include a bi-weekly pmt, # of pmts, DWF amount, tax amount, total payment and total contract amount. These can be used when you want to list multiple payment options on a contract (Note: even though this is available we do not recommend listing multiple terms and contract amounts on a contract). Ver 5.6.74 2-2-2011

105.The Tax Zone selection form now has a city search box where you can type in a city name and the matches will move to the top of the list of tax zones. Ver 5.6.72 1-31-2011

106.The Contract Salesman layout from the Customer Listing report will now display salesman totals at the bottom, total contract count and total contract amount by salesman. Ver 5.6.70 1-28-2011

107.The Payment screen and the On Screen Account Manager screen will now always list agreements by contract date order, oldest at the top and newest at the bottom. Ver 5.6.68 1-24-2011

108.You can now require the entry of zip code, address and/or CVV code for manually entered credit card numbers. This is setup in Store Setup under the "Credit Card/ACH" tab. Ver 5.6.67 1-20-2011

109.The Tax Zone setup screen has been changed to not allow the entry of non-numeric values in the tax zone field. When you click on the "Enter edit mode" button, the "Enter - Select" button will not be visible now to avoid confusion (you have to push the ENTER key on your keyboard to save a new entry). Ver 5.6.67 1-19-2011

110.The following fields have been made available for Installment agreements {ssnum} SS# (last 4 only) {dlnum} drivers license # and {dateorday} date of month due or day of week due. Ver 5.6.66 1-19-2011

 

 

Update No. 5.6.63  1-17-2011 RTO Pro Windows XP, Server 2003, 2008, Vista and Windows 7

 

1.You can auto receive inventory from an XML file now by passing a command line switch to RTO Pro. See the help topic here for more details. Ver 5.6.63 1-17-2011

2.A new agreement field was added "{dateorday}". This field will print the day of week due or the date of the month for monthly agreements. Ver 5.6.62 1-15-2011

3.The remote support client used to connect to a support tech to your computer has been changed to Teamviewer. The Teamviewer quick support client is now installed with RTO Pro. Ver 5.6.60 1-14-2011

4.There is a function to import tax zone info from a CSV file now. This can be found in the Tax Zone setup form under "Function keys" at the top left. Ver 5.6.59 1-12-2011

5.If you have payment form on tendered screen to default to blank and tendered amount to default to 0 these settings will also affect the contract close screen now also. Ver 5.6.59 1-12-2011

6.Option added to Store Setup > Receipts tab for New York law requiring balance, EPO and difference on receipts. Ver 5.6.57 1-10-2011

7.Form field added to agreements for New York EPO addendum so RTO Pro can print agreements legal in New York for new laws. Ver 5.6.57 1-9-2011

8.The Daily Management Report has been improved to track changes to customers on rent better. Ver 5.6.54 1-6-2011

9.Customer zone/route descriptions will now be printed on the Overdue Customer Report. Ver 5.6.49 12-16-2010

10.You can now delete customer zones in edit mode on the customer zone/route selection screen. To delete a zone/route click on the box to the left of the record and press the delete key on your keyboard, you will be prompted to enter a zone to set these customers to that are currently in the zone being deleted. Ver 5.6.49 12-16-2010

11.Form letters printed from the overdue customer list will now print the late fees due as of the print date instead of the date range specified in the report. Ver 5.6.47 12-9-2010

12.You can print the customer's directions / physical address on agreements now. Ver 5.6.44 12-2-2010

13.When running the billing / invoicing function the action table entry will now specify whether the invoice was printed, emailed or both. Ver 5.6.43 11-28-2010

14.The Custom SQL String Report has been improved and will now allow you to save the SQL String along with a description of what it does for later use. You can also access it from the Revenue Reports Menu option "E". Ver 5.6.39 11-17-2010

15.The common action link for the action table has been added to the Taskbar form so it can be used from the Payment Screen also. Ver 5.6.36 11-13-2010

16.The customer list report will now print the total EPO amount for RTO contracts without other charges and with other charges on the last page of the report. Ver 5.6.36 11-13-2010

17.There is a new option in Store Setup under the Contracts tab to enable "Extension" payments. An extension payment will collect 55.55% of the amount normally required to move their due date to the displayed next due date in other charges. This does not reduce the customers balance as all money is taken in other charges. When you do this all previous unpaid late fees(if any) are also removed so on the next due date there would be no late fees... unless they are late again. Ver 5.6.35 11-12-2010

18.There is an option to handle L - Lease agreements as follows: Minimum term of 4 months (2 months for a 3 month agreement) +11.1111%, no early payoff and no balloon payment. Ver 5.6.35 11-12-2010

19.You can now password protect contract term change at a different level than the full contract maintenance function. Ver 5.6.35 11-12-2010

20.The following features were added to SMS Text messaging: The SMS Text Control Panel can now display received and sent messages as well as get a total count of text messages used on your texting account MTD. Text messages can be sent from the customer list report as well as the overdue customer list (for sending the same message to all customers or all late customers). You can now specify if the phone number in the "Other" phone is a cell phone, if its marked as a cell phone text messages sent to that customer would be sent to cell and other number. You can now mark cell phone numbers as opted in or out of getting text messages. You can set opt in and opt out options for texting in store setup (only send to #'s that have opted in, send to all cell #'s unless opted out). Ver 5.6.32 11/11/2010

21.When doing advanced searches from the payment screen the email field will be included in searches if you type it in the "All Fields" text box. Ver 5.6.31 11/10/2010

22.SMS Text message ability has been added to RTO Pro. After you setup a SMS Texting account you will be able to send text messages to your customers from the On Screen Account Manager, the Payment screen and also from the SMS Text Control Panel. You will also be able to read text messages your customers send back to you. All text messages sent and received will be stored in the customers action table. Call 352-383-9375 to setup a SMS text account. Ver 5.6.30 11-8-2010

23.You can now view the customers action table from the payment screen. Ver 5.6.30 11-7-2010


24.The On Screen Account Manager will now display an "Action Table". The action table will store actions such as letters printed, invoices printed, run sheets printed etc. You can also enter any message or action you like and save it to the customers records, there is also a link you can click on to select common actions such as "left message at home number", "called work number wrong number" etc. Ver 5.6.29 11-3-2010

25.When sending Emails from invoicing or form emails from customer listing or overdue report the Email screen will not display, the email will just be sent in the background. Ver 5.6.25 10-26-2010

26.RTO Pro will now save your last 100 reports now instead of the last 30. Ver 5.6.25 10-26-2010

27.For late fee as a % of the payment amount you can now enter decimals in the % (5.5%). If you have deleting of images password protect for document imaging editing of images will now be password protected also at the same security level. Note you can still add images without a password. The End of Day report can be password protected with a different security level than revenue reports now. The Setup for End of Day can be password protected now. You can password protect running the End of Day for a range of days now (more than 1 day). Ver. 5.6.23 10-23-2010

28.When you delete Tax Zones now you will be prompted for the tax zone you wish to set contracts to that are currently in the tax zone you are deleting. Ver 5.6.21 10-22-2010

29.The following options have been adding to billing/ invoicing. n  "Only print 1 Invoice each month" With this option checked each customer would only be invoiced 1 time per month. If this is not checked with the default number of days settings if a customer was billed and did not pay they would be billed every 21 days, with this checked they would not be billed again until 21 days before their next scheduled due date. Below is an example of the difference with this checked and unchecked for somebody due 1/21 who does not pay until 2/2 (note this example assumes Re-Bill monthly even if overdue is checked). With this box checked: They would be billed on 1/1 and then billed again on 2/1.Without this checked: They would be billed on 1/1 and then again on 1/22 and then not billed again until 21 days after 1/22. n "For overdue customers Email an Invoice EVERY billing run" If you check this box and a customer is overdue and you have their Email address every time you run billing they will be EMAILED an invoice only. Note this only applies if "Only Print 1 Invoice each Month" is checked, on their normal billing date they will be printed an invoice.Ver 5.6.20 10-21-2010

30.There is an option in Printer / Forms setup now that allows you to have different ACH Authorization forms for different customer zones. See the help topic (press F1 while in Printer / Form setup) for more info on this. Ver 5.6.20 10-20-2010

31.For IIF exports for QuickBooks you can now enter a "Class" name. This can be used in QuickBooks to split revenue for multiple stores, each store would generally have its own class name. Ver 5.6.18 10-19-2010

32.There is a checkbox on the Sales Tax report you can check now to display detail transaction info for transactions that are tax exempt or partially tax exempt. Ver 5.6.18 10-18-2010

33.If you use Tax Zones for destination based sales tax the sales tax report will now show revenue, exempt revenue and sales tax collected totals for each city, county and state as long as you have the city and county info entered in the tax zone records. The tax zone information will also be exported to an Excel spreadsheet now. Ver 5.6.17 10-18-2010

34.If you use customer zones to split your customers into groups you can now enter a description, city, state and county for the zone numbers and will be able to select zones from a list. To enable this feature check the box in store setup under the main tab (store setup), line #8. Ver 5.6.14 10-15-2010

35.The Central Server version of RTO Pro can be used in 2 different configurations, for multiple companies ran from one location and for multiple remote stores ran from 1 central server computer. For the multiple companies from one location the default handling of switching stores has been changed. If you are loaded as store 1 and you pull up a customer who has an account at store 2 for a payment you will be switched to store 2 and stay loaded as store 2 now unless you change back to store 1 by clicking "Change Stores". This will allow you to perform all functions on the customers you pull up no matter what store their account is at. Ver 5.6.12 10-13-2010

36.Users of the Central Server license of RTO Pro will now be able to take "Live" payments for other stores. This allows them to pull up the complete customer record on the payment screen the same as if it was at the local store so you can see the amount due, due date etc. When the payment is taken the local store will have a negative petty cash payout entered for them automatically to account for the money in their drawer whose revenue was credited at another store. The remote store will have a petty cash payout entered to account for the money taken at the other store. Ver 5.6.8 10-9-2010

37.The Daily Management Report will not count Club Only agreements in the contract counts now. Ver 5.6.8 10-9-2010

38.The "Load Existing Contracts" program has been improved so you can enter customer deposit transactions and select tax zones for the agreements. The date fields have been changed to the same date fields in RTO Pro so you can use the + or - to change the date automatically or press "C" to bring up a calendar to select a date. Ver 5.6.8 10-9-2010

39.The billing / invoicing function has been improved to make it run much faster. Ver 5.6.7 10-6-2010

40.The advanced customer search feature has been redesigned to be much faster, you can also search by cell phone and other phone now. Ver 5.6.7 10-6-2010

41.For users with multiple merchant ID's on 1 computer with Xcharge you can now enter the user name and password in store setup for the security access for that merchant ID in Xcharge. In Xcharge you can setup different users for different merchant ID's so that you ensure each user can only use their own merchant ID. Ver 5.6.2

42.On the End of Day report setup you can now enter an email address(es) to send the end of day report to and it will be emailed automatically instead of having to select the email every time. Ver 5.6.2 9-20-2010

43.Changes made to database structure for the Central Server version of RTO Pro. Ver 5.6.0 9-15-2010


44.On the recurring billing / autopay screen there is a button now to display customers who are setup to autopay by any given date. Ver 5.5.28 8-27-2010

45.You can print individual inventory prices on rental agreements now with tax included. Ver 5.5.27 8-25-2010

46.A Zone Delinquency Report has been added to the customer menu. This will give agreement overdue percentages by zone along with float percentage and will break it down by days late. Ver 5.5.25 8-23-2010

47.The following fields are now available in letters: ACH account number, ACH route number and ACH bank name. Ver 5.5.24 8-17-2010

48.There is now an option to make pricing (cash price divided by 21.6 = payment x 36 months). This option is in store setup under the contracts tab. This is common for barn rental. Ver 5.5.24 8-17-2010

49.Tax zone information is now stored in a database table instead of a file, county has also been added as a field that can be populated for later use in sales tax report to split into county totals. Ver 5.5.24 8-17-2010


50.When doing recurring billing credit card expiration dates will be checked prior to being sent to Xcharge for processing. Ver 5.5.15 6-25-2010

51.When the credit card number entry screen is displayed if you push the "cancel" button you will be prompted if you want to process the transaction without charging the credit card. This will work the same as before the CC isolation change except you click cancel now instead of the "process transaction without charging credit card" link that was on our CC interface. Ver 5.5.9 6-16-2010

52.The "Number of day before due to autocharge" textbox has been removed from the load agreement screen as well as the quick contract maintenance from the payment screen(F11 x 2 from payments). If you have customers who want to be charged before their due date this can still be set from normal contract maintenance (point of sale menu option 3). This has been removed from the other screens since it is unusual for it to be set anyway and to help prevent data entries (entering a number here erroneously and charging a customer early). Ver 5.5.9 6-15-2010

53.The performance report section on the End of Day report now prints "Float" dollars (amount of rent due to catch all past due customers up to today), projected monthly rental income (rent only no other charges), revenue performance (rent to date divided by projected monthly rent) and percentage of month (how much of this month is done). Ver 5.5.8 6-14-2010

54.The path setup screen for network systems now has a "Title" field you can optionally enter. Anything you type in the title field will be displayed in red on the status bar (lower right of the screen) and in the taskbar. This is to help locations that run several different companies from one computer see which company they are currently working with. Ver 5.5.8 6-10-2010

55.The depreciation report will automatically export all depreciation info to an Excel spreadsheet when the depreciation report is ran. It will display when the report is finished. Also instead of a "print" option all depreciation reports will now display, they can be printed from the display screen. Ver 5.5.7 6-10-2010

56.Changes have been made in the way credit card numbers are stored in RTO Pro in order to meet the new Visa regulations which take effect 7/1/2010. The actual credit card number will not be stored by RTO Pro any longer, instead when you save a credit card # it will be passed to Xcharge which will assign it a secure token. RTO Pro will store the secure token. The credit card swipe screen has been changed also, Xcharges credit card screen will now be used, this is to keep credit card numbers completely isolated from RTO Pro. These changes are very minor to the end user, no change is required in the way any of these processes are completed by the end user. If you have stored any of your customers credit card information in RTO Pro you must go into the recurring billing screen and click the button on the lower left to convert your CC#'s you have stored now to secure tokens. You will need to install version 7.1 or newer of Xcharge if you haven't already for this new feature to work.  See our PCI compliance notice below. Ver 5.5.6 6-8-2010

57.When a credit card is approved now the transaction will just complete instead of displaying an approval message. A message will only be displayed for declines. Ver 5.5.6 6-8-2010

58.You can password protect changing the tax rate for retail sales and rentals from the default tax rate now. Ver 5.5.3 5-28-2010

59.When printing Run Sheets from the On Screen Account Manager you can have the customers references printed on the run sheet also now. See the checkbox for this option on the lower right of the OSAM screen. Ver 5.5.3 5-28-2010

60.You can run the On Screen Account Manager so the customers are ordered with least late first now. See the new checkbox on the 1st OSAM screen when you are asked if you want to create an OSAM file. Ver 5.5.2 5-26-2010

61.In Printer/Forms setup (Setup Menu option 2), you can now have any forms such as contracts, delivery forms, pickup etc. saved to a PDF file in your my documents folder instead of printing. To make the form save to PDF make printer #3 the printer for that form. After the PDF file is saved it will be opened for viewing in your default PDF viewer software. Ver 5.5.1 5-23-2010

62.Menus have been redesigned with new style buttons and background and frame colors have been changed to better match the top ribbon toolbar. Ver 5.5.0

63.You can set the End of Day program to automatically start a backup every time you finish the end of day process. To enable this feature go into setup in the End of Day and set the path you wish to backup to under the backup section. If this feature is enabled a data backup will be performed except on Fridays when a full backup will be done. Ver 5.5.0

64.Recorded security notices are now stored in a database table instead of in a disk file. The display of this data in security has also been changed. Ver 5.5.0

65.You can now password protect editing and adding petty cash payout categories. Ver 5.5.0

66.The Daily Management Report will not count loaners in the closing section and NSF will only be counted if you have the system set to include NSF contracts in late #'s in the end of day overdue report (this setting is in setup on the End of Day program). Ver 5.5.0 5-22-2010

67.If you use customer zones to split your customers into groups the contracts/overdue section on the End of Day report will now have a section that breaks down the contracts and overdue contracts by zone. Ver 5.4.166 5-12-2010

68.The inventory list / selection screens now have a "New" column that will have a checkmark for new inventory. Ver 5.4.166 5-10-2010

69.When running recurring billing if there are any ACH transactions they will not be sent to the server automatically now. This has been changed to give you a chance to verify the transactions before sending them to the server since once they are sent they cannot be stopped without calling Checkassist and requesting a stop transaction. So after running recurring billing verify the ACH transactions then send them to the ACH server by clicking that button on the recurring billing screen. Note you should always run the recurring billing report first to verify all transactions before running the process also. Ver 5.4.165 5-7-2010

 

PCI Compliance notice (payment card industry (PCI))

 

X-Charge is a PA-DSS validated payment application and is integrated into RTO Pro. Starting with version RTO Pro 5.5.6 our integration method isolates cardholder data from our software. By utilizing XCharge as the only module that handles cardholder data, we follow industry best practices. PA-DSS does not apply to our software because it applies only to applications that store, process or transmit cardholder data.

 

 

 

 

 

 

Update No. 5.4.161  5-3-2010 RTO Pro Windows XP, Server 2003, 2008, Vista and Windows 7

 

1.When running the overdue report as a run sheet type report the date to use to calculate the amount to collect will always be today's date now if the report is ran for past dates or by a range of dates ending in a past date. Ver 5.4.161 5-3-2010

2.The security recording viewer has been changed to the regular report viewer form so it can be emailed, exported etc. the same as regular reports. Ver 4-29-2010

3.Changes made to the Daily Management Report. Ver 5.4.159 4-29-2010

4.Updated to the latest Firebird SQL Server database engine (2.1.3). The installation program will update the database engine and drivers automatically. Ver 5.4.158 4-22-2010

5.The APU / BOR / Income Graph has been redesigned (Revenue Reports Menu option 5), it is now in color and has the past 12 months as 1 series and the 12 months prior to that as another series on the graphs. Ver 5.4.155 4-19-2010

6.You can print payment coupons for Installment Sales now. Ver 5.4.151 4-15-2010

7.On the Autocharge / Recurring billing screen there is a report button now that will display all the agreements that would be charged that day if recurring billing is ran. Ver 5.4.149 4-14-2010

8.You can set open retail sales (installment, revolving) to be paid by autocharge/recurring billing during the load process now. The checkbox to mark the contract for autocharge the bottom of the terms screen. Ver 5.4.149 4-14-2010

9.When you print out a customers application you now have the option to include a "Release of Information" section for the customer to sign. This is printed instead of the application comments when the box is checked at the lower right hand side of the Customer Application screen. Ver 5.4.148 4-14-2010

10.You can transfer in purchase order requests that have been filled at the RTO Pro Corporate / Home Office now. Ver 5.4.147 4-13-2010

11.You can have a set unchangeable APR for Installment sales now and also you can set the installment payment to be rounded to whole dollars and the APR automatically adjusted accordingly. These settings are in Store Setup under the "Contracts" tab. Ver 5.4.147 4-13-2010

12.In the On Screen Account Manager you can now hover the mouse over the contract line to see the inventory info in a tool tip popup same as on the payment screen. Ver 5.4.146 4-12-2010

13.Service History list from Inventory Inquiry has been redesigned. Ver 5.4.143 4-8-2010

14.Service inquiry list screen has been redesigned. Ver 5.4.143 4-8-2010

15.You can now reprint Loaner Forms/Agreements from Customer Inquiry. Ver 5.4.143 4-8-2010

16.The Inventory List screen displayed when loading new rentals and sales has been redesigned with a free scrolling grid to display the inventory. Ver 5.4.142 4-7-2010

17.The Inventory List screen (inventory inquiry) has been redesigned with a free scrolling grid to display the inventory. Ver 5.4.140 4-5-2010

18.Many of the controls used in RTO Pro have been updated to the latest version (calendar control, commandbars, propertygrid). Ver 5.4.140 4-5-2010

19.Bonus Bucks spent total is now included on the Daily Management Report. Ver 5.4.140 4-5-2010

20.The Contract Transaction Report will now display the detail inventory info for retail sales. Ver 5.4.140 4-3-2010

21.The customer selection list screen has been redesigned, this is the screen that comes up when you type a name for payments, new rentals etc. and the customers are listed on or you to select. Ver 5.4.139 4-1-2010

22.You can password protect loading of open retail sales (retail sale paid in payments) now on a separate level than normal paid in full retail sales. Ver 5.4.138 4-1-2010

23.A quick launch button (small buttons on the top left of the RTO Pro screen) for the scheduler, you can also add it to your "My Menu" section of the task bar also, it is listed under the "Point of Sale" menu and it can be dragged to the "My Menu" section for quick access to it. Ver 5.4.138 3-31-2010

24.On the Payment screen you can hover over the agreement line (where it shows agreement #, due date, type etc.) and the inventory descriptions will display in a tool tip window. Ver 5.4.138 3-30-2010

25.The End of Day report will now have a section above the totals that shows all negative transactions together (refunds, reversals etc.) for easy auditing. Ver 5.4.136 3-29-2010

26.If you create IIF or QIF files through the End of Day program for import into Quicken / Quickbooks you can now split EPO revenue from normal rental revenue and delivery/processing from other charges. Ver 5.4.135 3-25-2010

27.On the Price Quote form you can now include total contract amount and EPO amount. Ver 5.4.135 3-25-2010

28.Income Forecasting / Averaging has been added as a depreciation type. Ver 5.4.132 3-19-2010

29.The auto logoff after 5 minutes of inactivity if you use logon type security is now an option in security instead of the default. If you want users to be logged off automatically check this setting in Security. Ver 5.4.132 3-19-2010

30.The history screen will now display and print totals for the rent and total columns when you are displaying history for single agreements. Ver 5.4.130 3-18-2010

31.The "Quick Revenue Summary Report" now includes an income comparison section. Ver 5.4.130 3-15-2010

32.ColorTyme export functions have been added for the Lifecycle and Metrics reporting for ColorTyme stores. In store setup you enter your ColorTyme store ID and Lifecycle ID (if you participate in the Lifecycle program). On the 1st of each month or the first day of the month your store is open the Metrics and Lifecycle export files will be created and emailed to the appropriate recipients. A copy will also be sent to the registered email of the store. The exports can also be exported anytime on demand from links at the bottom of the Revenue Menu. Ver 5.4.128 3-13-2010

33.The SendMail email function will now accept any email port for the outgoing SMTP server. From the SendMail screen click on "Edit SMTP Setting" at the bottom left of the screen to setup your email settings. Ver 5.4.128 3-13-2010

34.For commitments you can now enter a date and time. Ver 5.4.126

35.When you move due dates you will now be prompted to enter a reason for moving the due date. The reason will be printed on the end of day report and the payment transaction report. It will also display on the history screen under the "field receipt" column. Ver 5.4.125 3-11-2010

36.More changes have been made to the On Screen Account Manager when being used through remote desktop with multiple users with the same user name. Each users unique file will now be named by their RDP Session instead of their user name. Ver 5.4.125 3-11-2010

37.The "Quick Revenue Summary" report is now available to add to the "My Menu" section of the taskbar. Ver 5.4.124 3-9-2010

38.You can include customers due today on the On Screen Account Manager now. Ver 5.4.124 3-9-2010

39.There is a separate security level for adding purchase inventory requests and receiving against previous purchase orders now. Ver 5.4.124 3-9-2010

40.When receiving against previous purchase order requests from the list screen where you just fill in the serial numbers there will now be a prompt "Are you sure you want to?". Ver 5.4.124 3-9-2010

41.On network workstations when the network is down the Network Path Setup screen will not come up immediately anymore, instead a message box will display with a link to open the Network Path Setup screen. The reason for this is to prevent the following occurrence; Somebody goes into RTO Pro on a WS and the server computer is off or router is unplugged, etc. etc., the user would be taken to the Network Setup screen immediately and start changing the path information. A few minutes later they find out the server computer was turned off but in the meantime they have messed up their path settings. Worse case scenario would be they change the "datapath" but have the correct server name which would mean RTO Pro would work but that WS would be getting many settings, files etc. from the wrong location so that WS would have different results to a lot of different operations. With this change its still possible for somebody to do that but this makes it harder. Also added a big note in the help topic and on the Network Path Setup screen about not changing path information unless the network configuration has changed. Ver 5.4.122 3-5-2010

42.The contract transaction report on the End of Day report will now print days overdue when closed for closed agreements. Ver 5.4.121 3-5-2010

43.Purchase order functions can now be password protected, it can be a different level than normal receiving. Ver 5.4.121 3-5-2010

44.The setting to include or not include NSF's in overdue counts in the Overdue Summary on the End of Day and the Quick Revenue Summary in RTO Pro will now also affect the summary you get when you run the On Screen Account Manager. This setting is in the End of Day under the setup button. Ver 5.4.121 3-4-2010

45.If you use "User Level" security, where you log in when you start RTO Pro, if you log in and the computer is inactive for 5 minutes you will now be forced to login again. Ver 5.4.121 3-4-2010

46.You can now add Purchase Order Requests without going through the new rental or new retail sale screen. This is for when you want to request an order for inventory. From the Inventory Menu go to Receiving and choose "Add Purchase Order Request" (option 3). From there you can type the model you are requesting or select a model number from the list, you can also enter the quantity when you want to request more than 1 of the same item. Ver 5.4.120 3-3-2010

47.Enhancements made for running On Screen Account Manager on a server system through remote desktop. Every user will now have their own OSAM file to prevent share and permission violations when being used by multiple simultaneous users. Ver 5.4.119 3-3-2010

48.You can now receive against purchase order inventory by just filling in the serial number and cost (if cost not already set) of the items. RTO Pro Home Office can now create PO's for stores and email the PO items to the store where the store will fill in the serial number when the items arrive. To receive directly to previously entered PO's go to the inventory menu > receiving > Fill Purchase Order (option 3). A list of all PO inventory will be listed, fill in the serial number and push enter to fill the PO. Ver 5.4.116 3-1-2010

49.You can have a Spanish or any second language form for Installment contracts now. Edit the agreement under Printer/Forms setup (scroll to the bottom of the forms list). On the form where you print installment agreements there is now a checkbox for "Print Spanish or 2nd language form", check this box to print the 2nd language form instead of the normal one. Note: we do not provide a sample Spanish agreement, you will have to create your own or translate the English sample version we provide. Ver 5.4.115 2-28-2010

50.In store setup under the "Other" tab under the depreciation settings header you can now set the system to always use a specified inventory FP agent when receiving inventory. Setting this value will prevent inventory from being loaded with wrong agent names. Ver 5.4.114 2-26-2010

51.The download update program has been changed to perform downloads by HTTP instead of FTP which will make it faster and more reliable,. Ver 5.4.114 2-26-2010

52.If you are on the RTO Pro support plan you will not be required to enter a password to download updates. Now you will be assigned an account ID for your store and as long as you are current on the support plan you will be able to download updates without calling in for a password every month. Ver 5.4.110 2-24-2010

53.The "Invoice by Email ONLY" feature has been activated now so if you have a customer with this box checked they will now be handled accordingly. See the help file topic "Run Billing / Invoices" for more information about this (Click here to visit that help topic). Ver 5.4.110 2-23-2010

54.The On Screen Account Manager has been optimized for use by multiple simultaneous users on a server with remote desktop. Ver 5.4.109 2-22-2010

55.The Non Serialized Cost of Sale report will now include totals for items sold and total cost of items sold. Ver 5.4.109 2-22-2010

56.The Inventory Control Module will now display the report when you close a session, after it is displayed it can be printed, emailed, exported etc. Ver 5.4.107 2-19-2010

57.The RTO Pro backup program has been improved for use in scheduling backups and has been improved for use on Windows Servers, it now has a debug mode that can be set for testing during scheduled backups and can also be scheduled to run even when an administrator is not logged on in Server. Ver 5.4.106 2-18-2010

58.If you use Tax Zones you can run the payment transaction report now and have it include only selected tax zones. Ver 5.4.104 2-16-2010

59.A new report has been added to the Revenue Reports Menu "Daily Management Report". This report after being displayed can be printed, exported or emailed. For details about this report press the F1 key while the report is displayed. Ver 5.4.100

60.You can print Invoices in order by customer zip code now. This can be used for bulk mail purposes. Ver 5.4.98 2-10-2010

61.For Cash Advance loans you can now force the entry of the customer ACH info before a new loan can be loaded. Set this up in Store Setup under the Cash Advance tab. Ver 5.4.92 2-2-2010

62.You can print the Salesman's initials / number on rental agreements now. To print the salesman you would have to edit your agreement form and add that field. Ver 5.4.92 2-2-2010

63.The late numbers on End of Day report will now use the end date range as the overdue date instead of always using today's date.  Ver 5.4.91 2-1-2010

64.You can print Agreement Quotes now. An Agreement Quote is a quote form that you can print to give to a customer that can have any information that is available on a normal agreement on it. You can use it to give customers quotes for entire agreements with multiple inventory. The form is edited in Printer / Forms setup and you print the quote from the "Print - Pre-load Contract" function which is now titled "Print Pre-Load Contracts and Quotes". To print a quote instead of a regular agreement just click the yellow "Print Quote" button on the last screen, the information will be saved and can be loaded in the future. Ver 5.4.90 1-30-2010

65.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 5.4.89 1-27-2010

66.Retail sales report now has an "Export Illinois tax info to XLS" option. This will export info needed for sales tax calculations in Illinois. Ver 5.4.88 1-27-2010

67.The Retail Sales Report will now have a separate breakdown for Installment sales (sale amt, interest, fees, tax). You can also run the report for NEW Installment and Revolving sales ONLY. Ver 5.4.84 1-22-2010

68.If you have your system setup for all auto comments to go into "More Comments" and you print payment coupons it will now be recorded in more comments. Ver 5.4.83 1-21-2010

69.There is a new partial edit option available for inventory now. This allows you to edit serial number and description only. This can be password protected at a different level than full inventory edit in security. Until this is setup in security it will use the same security level as full edit. Ver 5.4.83 1-21-2010

70.A new simplified pricing option is available in Store Setup under the "Contracts" tab. This option when checked and category markup is used will take cost x markup / # of payments, no matter what the term is. The original method takes cost x markup / months then / 4 or 4.33 to get weekly payment. The only change is the way non-monthly payments are calculated. Ver 5.4.82 1-20-2010

71.In the End of Day under setup there is a new option you can check if you do not want NSF's to be included in the customer count, overdue customer count, contract count and overdue contract count on the contracts / overdue section of the end of day report. This setting will also carry over to the Quick Revenue Report in RTO Pro. Ver 5.4.81 1-20-2010

72.Depreciation reports will now have a breakdown of inventory which have fully depreciated on this report by normal end of depreciation term (end of life). Ver 5.4.81 1-19-2010

73.What prints on the overdue report for overdue date and how days late ranges are calculated has been changed to make it easier to understand. Ver 5.4.79 1-17-2010

74.From the Payment screen if you pushed F4 to edit the other amount and then used the calculator function (by pushing +, - etc.) the calculator would not work the same as with other numeric fields that can use the calculator. This has been changed to work the same as all numeric fields with calculator ability. Ver 5.4.77 1-15-2010

75.The custom days ranges for overdue customer report will now be used in all reports that show BOR and contract counts by days late, including the End of Day report. All the reports that show overdue percentages have been changed so that Loaners are not counted in the totals or the overdue numbers, NSF's will be counted in both. The only place loaners will be counted is the normal overdue customer list unless the loaner check box is unchecked. The overdue customer list will match the end of days and the quick revenue summary numbers if you run it by yesterdays date and uncheck loaners in the contract types list. Ver 5.4.76 1-14-2010

76.On the End of Day report you can now include things recorded in security such as due date moves, etc. Enable this in the setup from the End of Day program. Ver 5.4.74 1-13-2010

77.You can now print Loaner Agreements. You setup your loaner agreement form in Printer/Forms Setup (Setup Menu option 2). In the forms list scroll down to see the Loaner Form line, double click on that line and save the form and it will then be printed every time a loaner is loaded. Ver 5.4.74 1-13-2010

78.Inventory transfer files can now be automatically sent via internet FTP. This will automate the file send and receive process. You can also set this to be the only allowed method in store setup. If you already use FTP for Home Office the same FTP account will be used for transfers. There has been a "Sync" option added to the transfer screen, this will send any pending outgoing files and retrieve any incoming files for your store. When transferring by FTP you simply enter the store number the transfer is for and finish the transfer, it will be sent automatically to the correct store. Ver 5.4.70 1-9-2010

79.DataTrue reports are now integrated in RTO Pro for more information or to setup a DataTrue account please contact them at 626-542-7820. Ver 5.4.70 1-9-2010

80.ACH bank account number is now available as a field to print on ACH agreements. Ver 5.4.66 12-30-2009

81.Changes made for Network Lease plans. Only one computer on the network will have to have the lease due date updated now, all workstations will be updated when the server is. Ver 5.4.66 12-30-2009

82.If your system is set to auto-generate contract numbers and you go through the process to load an agreement but cancel out before loading it, but after the contract number was generated, that contract number would not be used. This has been changed so that if you exit the load process the contract number generator will be reset back so the number will be used the next time. Ver 5.4.64 12-23-2009

83.You can set the number for "Do not invoice if invoiced in the past ? number of days" now instead of it being a preset number. Ver 5.4.63 12-22-2009

84.There is a "Petty Cash Payout Only" option now under revenue summary report. Ver 5.4.63 12-22-2009

85.If you set contract numbers to auto generate you can now set it so the generated number cannot be changed. Store Setup under the "Other" tab. Ver 5.4.60 12-17-2009

86.You can print customers deposit balance and bonus bucks balance on invoices now. Ver 5.4.59 12-16-2009

87.Model / serial or stock # changes are recorded in security now. Ver 5.4.59 12-16-2009

88.Inventory Report now has a report layout option of "Turns Report". This will display the days late, either current or when closed for inactive inventory, realized turns and anticipated turns (x cost revenue). Ver 5.4.57 12-15-2009

89.A new depreciation type has been added for "3 Year MACRS with 50% bonus depreciation for the Economic Stimulus Act of 2008". Ver 5.4.57 12-15-2009

90.You can password protect editing of previously saved More Comments now. This would prevent unauthorized users from deleting more comments that were saved earlier or saved by other users. Ver 5.4.56 12-13-2009

91.You can password protect the ability to edit letters, agreements and other forms that are edited in RTO Pro. Ver 5.4.56 12-13-2009

92.The "Number of payments to pay by recurring billing" fields have been changed to just a check box "This agreement is to be paid by Recurring Billing (Autocharge)". This was done because the old way was confusing and nobody was using it to setup autopay for more than 1 payment at a time anyway (except us). If you did have customers setup to autopay more than 1 payment at a time call tech support before installing this update. Ver 5.5.55 12-11-2009

93.On the Customer List report you have the option to display the inventory description instead of model and serial # now. Ver 5.4.54 12-8-2009

94.In Printer / Forms Setup you can setup Spanish or any 2nd language agreements for rent to own, rent to rent and lease agreements now. If you setup a 2nd language form you will be prompted which form you want to print when you print contracts, the main / English one or the Spanish / 2nd language one. Ver 5.4.53 12-7-2009

95.In Security you can allow the default due date when loading agreements to be moved up to 99 days now without requiring a password. Previously this had a max of 9 days. Ver 5.4.53 12-7-2009

96.You can now password protect editing the default same as cash expiration date when loading agreements. Ver 5.4.53 12-7-2009

97.In Store Setup under the "Store Setup" tab you can now set what rental contract types you allow in your store. You have the option to allow rent to own, rent to rent, lease, other and as agent types. Any types you choose to not allow will no longer be available as a choice while loading agreements. Ver 5.4.53 12-7-2009

 

 

 

 

 

Update No. 5.4.52  12-6-2009 RTO Pro Windows XP, Server 2003, 2008, Vista and Windows 7

 

1.The Automated Collection Module now has the customer rating list in it so you can limit the customers it calls based on the rating/ status. Ver 5.4.50 12-1-2009

2.In Store Setup under the "Contracts" tab there are more settings for minimum customer requirements. You can now enter the number of references you require as well as determine if their address is required. Ver 5.4.53 12-7-2007

3.There is a new security setting you can use to password protect viewing of revenue figures in inventory inquiry / maintenance. Ver 5.4.48 11/25/2009

4.There is a new report "Category Markup Report" under the Revenue Menu. This report will show count, total cost, total revenue and turns for paid out inventory by inventory category. Ver 5.4.48 11/25/2009

5.If you have a printer selected for a certain form and then uninstalled that printer the next time you printed that form the current printer would be used since your selection no longer is present. This has been changed so that the printer selection dialog will now display instead for you to select the printer to use. Ver 5.4.46 11-21-2009

6.If you accept deposits on the "Tendered" screen from Payments, there will be a new check box now "Put Change in Deposit". If you check this box the change will be credited to the customers deposit instead of giving it to the customer. Ver 5.4.45 11-17-2009

7.Switchout receipts will now print stock #'s of inventory. Ver 5.4.43 11-11-2009

8.You can print a full page invoice type receipt for retail sales now. The form you use can be edited in the form list in "Printer / Forms Setup". If you edit or save a form it will be printed instead of the standard retail receipt. If this new form is used a PDF copy of the receipt will be saved under the "Receipts" subfolder on the local computer also. Note these PDF copies are never deleted automatically. Ver 5.4.41 11-5-2009

9.New fields added to forms: Delivery form: normal payment amount. Contracts: fields for printing semi-monthly payment, waiver, tax for forms with weekly, monthly and semi-monthly terms all printed on it. Ver 5.4.40 11-5-2009

10.You can print inventory addendums now, enable this feature in "Printer / Forms Setup" (Setup menu option 2). See the help file for more info about this feature (press F1 while in printer / form setup). Ver 5.4.39 11-3-2009

11.When loading Installment Sale contracts there is a new link you can click on if you are loading a pre-existing contract that was being tracked by other software or other means into RTO Pro. This gives you the ability to enter the original contract date, original amt financed, previously paid pmts, etc. Ver 5.4.37 11-3-2009

12.Installment Sale contracts have a new option in Store Setup under the "Contracts" tab. This option would change the way the "Rule of 78's" payoff is calculated. If you check this new option the full months interest is considered earned instead of partial months when calculating the payoff amount. Ver 5.4.37 11-3-2009

13.There is a new setting in Store Setup that will give the EPO discount on pre-paid payments also. Example: If a customer has $500 balance and you give a 40% discount and they are paid ahead 2 full months at 50.00 a month. With this box checked payoff=$260.00(500+100 x .6 - 100), without it checked payoff=$300.00(500 x .6). For RTO contracts only and this does not apply to the California method of calculating EPO. Ver 5.4.36 11-2-2009

14.The line to accept a credit card payment without processing through X-charge on the credit card entry screen has been moved to the top of the screen instead of the bottom so it would be harder to click by accident(It can be password protected as well).  Some users were accidentally clicking the line and answering "YES" when it prompted "Are you sure you want to process payment without processing credit card". Also when a transaction is done that way the check # field will now say "NoXcharge". Ver 5.4.35 10-29-2009

15.In security you can change the default SQL Server password now. Ver 5.4.34 10-28-2009

16.The "Re-bill customers if not paid" setting has been moved to the billing screen instead of store setup. Ver 5.4.34 10-27-2009

17.You can password protect editing of customer information now (name, address, phone# etc.). Ver 5.4.34 10-27-2009

18.Changes made for Missouri Cash Advance Loan laws(5% principal required with each renewal). Ver 5.4.32 10-23-2009

19.Changes made for international date formats for users of RTO Pro outside of the US. Ver 5.4.31 10-21-2009

20.Layout of the "Quick revenue report" (F5 from the revenue reports menu) has been improved for easier reading and a "gain" column has been added that will show the gain in BOR, contracts etc. Ver 5.4.30 10-19-2009

21.Two new options have been added to Store Setup. 1. Under the Contracts tab there is an option to require entry of home phone, message phone, date of birth, SS# and 4 references before a rental agreement can be loaded. 2. Under the Other tab there is an option you can enter a SQL to append to the SQL string that opens companywide inventory. This can be used to limit what is displayed, for instance you can enter "store <> 99" if you do not want home office inventory displayed. Ver 5.4.29 10-16-2009

22.Further safeguards have been added to prevent acceptance of payment after a credit card has been swiped on the tendered screen instead of the credit card screen from payments. Ver 5.4.28 10-13-2009

23.In Store Setup under the "Other" tab there are 2 new settings. A choice to automatically add a trip charge each time a run sheet is printed, to be prompted if you want to add a trip charge and a place to enter the amount of your trip charge. When the trip charge is added a comment about the charge will also be added to "More Comments" for the customer also. Ver 5.4.27 10-13-2009

24.The "Quick Revenue Summary Report" (F5 from the Revenue Menu) will now display a summary of revenue, contract transactions and overdue summary info. Ver 5.4.26 10-9-2009

25.Club revenue detail has been added to the revenue summary by category report. Ver 5.4.25 10-6-2009

26.You can setup ACH returns to automatically reverse the payment they were for. Set this up in Store Setup under the Credit Card / ACH tab. Ver 5.4.24 10-3-2009

27.WebPay process screen added. The WebPay service allows your customers to pay payments online by credit card or ACH. The payments are processed automatically in RTO Pro with 1 click. For more info about WebPay or to get setup call 352-383-9375. Ver 5.4.23 10-2-2009

28.When printing invoices If you have the printer for invoices set to "Prompt" it will only prompt you 1 time for which printer to use now instead prompting for each invoice. Ver 5.4.20 9-29-2009

29.New option added for Colorado cash advance loan laws. Ver 5.4.20 9-29-2009

30.The contract info screen (F8 from the payment screen) will now display the customers deposit balance. Some Icon changes made on the Main Menu also. Ver 5.4.18 9-24-2009

31.Inventory comments can now be printed on inventory labels / price tags. Ver 5.4.17 9-21-2009

32.You can set the default number of down payments to collect for rental agreements now in Store Setup under the "Contracts" tab. The value can be changed as you load each agreement. Ver 5.4.16 9-19-2009

33.The orange mouse over color has been removed from list screens. The orange color made it hard to tell which item had the keyboard focus. Ver 5.4.16 9-19-2009

34.You can print Service comments on Inventory Service tickets now. Ver 5.4.16 9-19-2009

35.A new tool menu item has been added in Store Setup that can be used to automatically assign a stock number to any inventory that does not have a stock number. Ver 5.4.15 9-17-2009

36.When loading new rental agreements the processing / delivery fee you enter has always been the amount including tax, you can now set it so the amount you enter is the amount plus tax. For example with this new options enabled if you enter the delivery fee as 10.00 and your tax rate is .07 the delivery fee would be 10.00 and the tax on it would be .70. If you do not enable this feature and enter 10 for delivery the actual fee would be 9.35 and tax .65. To enable this check the box in Store Setup under the "Contracts" tab. Ver 5.4.14 9-14-2009

37.The settings for creating IIF or QIF files for integration with accounting software are now stored on the server computer for network systems so the settings will only have to be setup 1 time per store and the end of day program can be ran from any computer on the network. Ver 5.4.12 9-11-2009


38.Enhancements have been made for sending data to home office. Employee and time clock data is now sent to Home Office so time reports can be ran at home office. Ver 5.4.12 9-11-2009


39.When textboxes get focus they will no longer move the mouse cursor just below the text box, this will make it easier to navigate using a mouse. Ver 5.4.10 9-4-2009

40.Settings that were saved in the file "store.dat" are now stored in the initialization table. This is an internal change and has no effect on operation of RTO Pro. Ver 5.4.10 9-4-2009

41.When doing inventory transfer out you can now mark the store the transfer is to. In store Setup under the Other tab there is also a setting that would require it to be entered. Ver 5.4.9 9-3-2009

42.The On Screen Account Manager has a check box now that will skip customers with a current commitment when it is checked. Ver 5.4.8 9-2-2009

43.When doing inventory transfers out you will now be able to select multiple items from the inventory list at the same time to transfer out. Ver 5.4.7 9-2-2009

44.The "No Checks" check box for customers has been changed to "No Checks or ACH Payments". If you check that box for a customer they will not be able to pay by check or ACH. If they are setup to pay by recurring billing by ACH and you check that box they will not be processed. Ver 5.4.7 9-2-2009

45.Inventory Purchase Orders can now be used in RTO Pro. You can create purchase order inventory on the fly while loading agreements, purchase orders requests can then be printed or emailed to your home office, vendor etc. When the ordered merchandise comes in you can receive against the pending PO inventory and the contracts with the PO items are automatically updated with the received inventory. To enable purchase order inventory features check the box in Store Setup under the "Other" tab.  Ver 5.4.5 8-31-2009 Click here for info on how to use this feature.

46.The End of Day Report will now show the amount of Other charges that was for Delivery / Processing fees. Ver 5.4.5 8-31-2009

47.Inventory that is pre-loaded (loaded through point of sale menu option 5, Print / Pre-load Agreements) will now display a pending flag in inventory inquiry, they will also not show up in the inventory list when selecting inventory for new sales or rentals. Ver 5.4.4 8-28-2009

48.When doing customer inquiry on agreements the agreements will now be ordered from newest to oldest. Ver 5.4.4 8-28-2009


49.New fields added to database for future enhancements. Ver 5.4.0 8-25-2009


50.Made the {contractd1} and {desc1} fields on invoices more flexible. You can have the description field without the contract field now. It also can be in any column or row in any table on the form. Ver 5.3.271 8-20-2009

51.Added store setup settings export and import function. This would make it easy to backup settings or move settings to another store. Ver 5.3.271 8-20-2009

52.Remote Payment capability. If you have multiple stores and you also use the RTO Pro Home Office program you can now setup your company to have the ability to take payments for other stores. When a payment is taken at one store for another store, the information is sent via the home office to the store where the customer has the account. That store would be notified of the pending payment they need to process. When they process the payment a petty cash payout is created automatically to account for the money, the store that received the money will have a negative petty cash payout to account for the money they took in. Ver 5.3.268 8-16-2009 Click here for info about how to set this up

53.When adding/editing employees through security you can now display inactive / released employees also. Ver 5.3.267 8-12-2009

54.In Store Setup under the "Other" tab there is a new setting you can check to display inventory stock # on the contract close / maintenance screens. If you check this box the stock # is displayed in the description space so some long descriptions may be cut off due to space restrictions. Ver 5.3.266 8-10-2009

55.On some XP systems when the computer starts the SQL Server Service is not starting even though it is set to autostart. At RTO Pro startup a check is now performed to see if the service is running and if it is not it is started. Ver 5.3.265 8-10-2009

56.You can run Retail Sales Report by an individual inventory category now. Ver 5.3.263 8-7-2009

57.There are 2 new fields available on contracts "grpwotax" which will print the normal DWF/LDW fee not including tax, and "taxreggrp" which will print the tax amount for 1 payment including tax on DWF/LDW. Ver 5.3.261 8-5-2009

58.There is a new option in Printer / Forms Setup under the print screens tab that you can check if you always want print screen to print in Portrait orientation. Ver 5.3.258 8-3-2009

59."Agent Maintenance" has been renamed "Depreciation / Agent Setup" to make it easier to understand what it is for. The Depreciation / Agent Setup screen now displays your setting for last month of fiscal year as well as your setting for when to start depreciation. Ver 5.3.258 8-1-2009

60.There is a new field available for contracts "{cashdift}". This field will print the difference between the contract amount including tax and the cash price including tax. Ver 5.3.257 7-30-2009

 

 

 

 

 

Update No. 5.3.256  7-24-2009 RTO Pro Windows XP, Server 2003 and Vista

1.You can now enter a default Club fee for Club Only agreements. Set this up in Store Setup under the Club tab. Ver 5.3.252 7-24-2009

2.The "F5 New Customer" has been enabled on the customer list screen when loading rentals, retail sales etc. So now you can push F5 to add a new customer without having to ESC back to the screen before that screen. Also a label has been added at the bottom of both screens to make it easier to spot. Ver 5.3.252 7-24-2009

3.Entering salesman info has been improved to provide recall from the list as you type even when you are allowed to only select from the employee list. Ver 5.3.251 7-24-2009

4.You can setup Club Fees to be calculated and added to all rent to own agreements automatically as a percentage of the payment amount now. Set the percentage up in Store Setup under the "Club" tab. Ver 5.3.250 7-24-2009

5.The employee user name/ initials has been changed so you can use a number instead of initials if you like. Ver 5.3.249 7-24-2009

6.You can mark employees as Non-Time Clock employees now, this will prevent them from displaying in the time clock employee list. Ver 5.3.248 7-23-2009

7.The revenue summary, retail sale and payment transaction report can all be automatically ran for all salesmen now. Each salesman will have their transactions on separate pages. To run the report this way check the box at the bottom right "Automatically run for all salesmen". Ver 5.3.246 7-23-2009

8.You can run the Contract Transaction report automatically for all salesmen now. Each salesman will have their transactions on separate pages. To run the report this way check the box at the bottom right "Automatically run for all salesmen". Ver 5.3.245 7-23-2009

9.You can mark an employee as "Not a salesman" now, this will prevent them from showing up in salesmen lists. Do this under "Add/Edit Employees" from the setup menu or from security. 5.3.245 7-23-2009

10.Salesman are directly tied to employees now, when you are at a salesman list it will list active employees. If you were using different salesman names then employee user names you can assign the old salesman name to employees in the "Add/Edit User Names / Passwords" function. If you prefer to be able to enter salesman on the fly without having to setup employees you can enable this in store setup under the "Contracts" tab. This will change the salesman function back to the way it was before this change. Ver 5.3.244 7-22-2009

11.Customers deposit balance will now display on the customer inquiry screen. Ver 5.3.244 7-22-2009

12.In Store Setup under the "Contracts" tab you can enter a default NSF fee. This amount will come up automatically when loading NSF checks. Ver 5.3.244 7-20-2009

13.When adding employees for security access through security you can enter the employees name and address info the same as you can from the time clock. The employees full name will now be displayed along with their user name in the security user list. You can also have employees that are level 0 now, this would allow them to clock in and out of the time clock but they would not be able to log into RTO Pro if your system is setup to require login. Ver 5.3.243 7-19-2009

14.You can run BOOK depreciation as well as the normal tax depreciation now in RTO Pro, previously this was only available if you had the RTO Pro Home Office. Book depreciation is for when you want to run a second depreciation type for alternate P&L purposes. Ver 5.3.241 7-17-2009

15.The security function level screen where you setup the security levels has been put into groups to make it easier to find settings. Ver 5.3.241 7-17-2009

16.You can now password protect running Inventory Depreciation and agent maintenance (editing depreciation settings). Ver 5.3.241 7-17-2009

17.The contract info summary page (F8 from the payment screen) has been spread out to make it easier to read, also the total # of payments, pmts paid and pmts remaining will now display fractions of payments instead of always rounding up to full # of payments. Ver 5.3.239 7-15-2009

18.There is a new custom message field you can print on invoices. The custom message field has up to 3 different custom messages, one for when the customer is not overdue, for when they are 1-29 days overdue and another for when they are 30+ days overdue. You have to put this field on your invoice form to use it. You enter the messages you want to print in Store Setup under the Other tab. Ver 5.3.238 7-15-2009

19.There is now a field to print a message on Invoices for agreements that are setup to be paid automatically by credit card/ ACH. If you put the field on your invoice and a contract on the invoice is setup to be paid automatically the field would print: "Your Credit Card will be automatically charged on or around (date setup to be charged) for contract: contract#" or if it is setup to be paid by ACH: "Your Bank Account will be automatically charged on or around (date setup to be charged) for contract: contract#". Ver 5.3.237 7-14-2009

20.Companywide master inventory. If you use the RTO Pro Home Office you can setup your stores to be able to view all stores stock inventory from each store location. This is useful for finding inventory that is out of stock in 1 location that may be in stock in another. Ver 5.3.236 7-14-2009

21.You can include the transaction time on the Payment / Transaction report now. Ver 5.3.236 7-14-2009

22.In Store Setup under the Other tab you can now set what you want the next new customer account number to be. Ver 5.3.232 7-3-2009

23.Inventory agent / depreciation info is now stored in the init database instead of agent.dat. Ver 5.3.232 7-3-2009

24.You can print inventory comments on agreements now. Ver 5.3.231 6-25-2009

25.For inventory labels / price tags there are now fields available that can be used when you need to separate the payment amount, # of payments and total. Previously they would all be on the same line pre-formatted. Ver 5.3.230 6-25-2009

26.When time records are edited in the time clock it will now be included in security reports. Ver 5.3.229 6-23-2009

27.You can print a bill of lading now instead of a standard inventory transfer report. The bill of lading can be edited in Printer / Form setup. If you save a bill of lading form it will automatically be used instead of a normal transfer report. Ver 5.3.229 6-18-2009

28.You can run billing / invoices and set customers to not bill by their rating / status. To enable this check the box in Store Setup under the Other tab. Ver 5.3.226 6-11-2009

29.When printing agreements the last page of the agreement will be checked, if it is a blank page it will not be printed. Ver 5.3.226 6-11-2009

30.You can run the Overdue Customer list by customer "Rating/Status" now. Ver 5.3.226 6-10-2009

31.If you have Damage Waiver set to be a 1 time fee for tire disposal fee and the customer pays multiple payments down only 1 fee will be charged now. Ver 5.3.224 6-5-2009

32.When selecting printers there is now a new option "Prompt each time", if you select this for your printer for reports, receipts etc. you will be prompted to select the printer to print to each print job. This can be selected by clicking on "Select Printer" and then choosing "Prompt" from the printer list. The default printer selection has also been moved to the printer list now instead of an extra button just for it. Ver 5.3.224 6-5-2009

33.In Store Setup under the contracts tab there is a new setting that when checked will round the payment amount for all terms if you have it set to round in category markup. Without this box checked pricing is done as follows: monthly price is calculated, rounded up then divided by 4 or 4.33 to get weekly price. With this box CHECKED it will calculate as follows: monthly price is calculated then divided by 4 or 4.33 then the result is rounded up for weekly price. Ver 5.3.223 6-3-2009

34.The "PO/Reference" field that is available when loading rental agreements is available to print on agreements now. This field can be used to hold any additional info you may wish to print on agreements. Ver 5.3.222 6-3-2009

35.The Inventory Report now has a separate option for Service Status, it can now be run with all service status, in service only or not in service only. Ver 5.3.218 5-28-2009

36.If you use zones you can run the Overdue Customer list grouped by zones now. Check the "Group by zones" check box on the report page and all customers with the same zone will be grouped together. Ver 5.3.216 5-27-2009

37.There is a new setting in Store Setup under the "Other" tab that you can check if you want payments paid on closed agreements to be credited to rent paid instead of other charges. Ver 5.3.214 5-19-2009

38.Customer Email address is available as a field to print on invoices now. Ver 5.3.214 5-19-2009

39.The new rental / retail sale screen will now have a "Schedule" button on it. This is useful for anytime you want to setup a service call for a new customer, you can go to new rental or sale, push F5 to add the customer, push F6 to save then click on the schedule button to setup the service call. Ver 5.3.211 5-18-2009

40.For inventory you can now enter a number of "Pieces" like for a furniture set or stereo system. There is also a new field available for labels and price tags "pieces", when this field is used in a label and the item has multiple pieces a label will be printed for each piece and where the "pieces" field is it will print 1 of 3, 2 of 3 etc. The stock number barcode will also have piece # added to the end like follows "100-1", "100-2" etc. Ver 5.3.210 5-15-2009

41.Late fees will not accumulate when processing an agreement through recurring billing now. For instance if an agreement is due 2/1/2009 and you do not run the process recurring billing until 2/2/2009 an unpaid late fee would not show due the next payment. Payments by ACH or credit card that you want to include late fees should be taken from the payment screen, not through automatic recurring billing. Ver 5.3.207 5-12-2009

42.There is now an Inventory Service Report that can be ran from the Service Menu. Ver 5.3.202 5-6-2009

43.You can print Service Call forms from the scheduler now. The form can be edited in printer/form setup. Ver 5.3.201 5-6-2009

44.The list of customers that is displayed when going to the payment, new rental or new sale screen has been changed to make it display faster. Ver 5.3.199 5-4-2009

45.The End of Day program will now include a BOR summary with the customer count / overdue% part of the report. Ver 5.3.198 5-3-2009

46.When entering ACH as a payment form you will now have a new authorization type, "WEB". Web authorization is when the customer authorizes the transaction through a website. Ver 5.3.198 5-3-2009

47.Retail pricing has been streamlined to make it more uniform throughout RTO Pro. Previously the price quote screen displayed the retail price based on category markup only and the retail price auto entered on retail sales was from the inventory "Retail$" field. Now you have an option to set the default place to get the price from, the default is to get retail from the "Retail$" field, if you want to default to category markup check the box in store setup under the "Other" tab. Note: The retail price that prints on agreements is not affected by this change, it is always either a % of the contract amount or the "Retail$" field from the inventory record depending on your setting under "Contracts" tab in store setup. Ver  5.3.192 4-29-2009

48.New undocumented feature added to security, go into security to view, it is at the bottom in red writing. Ver 5.3.191 4-28-2009

49.If you have removal of late fees from the payment screen password protected it will only affect removing late fees from open agreements. This will allow you to password protect late fee removal but allow your employees to take payments on open agreements when the customer also has closed agreements with a balance due. Ver 5.3.190 4-28-2009

50.The End of Day report will now display any early payoff money paid included in rental income. Ver 5.3.186 4-23-2009

51.If you are doing an inventory transfer out and you have some items selected for transfer and push the ESC key to exit the screen you will now be prompted "Are you sure you want to exit?". This will prevent accidentally exiting the transfer screen and having to re-select inventory for transfer. Ver 5.3.186 4-22-2009

52.You can edit individual pricing from the Inventory Maintenance screen now without doing a full edit. Double click on the grid header where it says "DblClick to edit". This enables you to set the ability to edit pricing at a lower security level and allow employees to change pricing without the ability to change other inventory information. Ver 5.3.185 4-22-2009

53.A Managers Delinquency Report has been added to the Overdue Customer Report screen. The button for this report is at the bottom left of the screen. This is a summary report that shows the # of days late, customer name, last transaction date, last transaction amount, due date, commit date, total due and total plus next payment due. Ver 5.3.182 4-21-2009

54.If you charge a per day late fee you can now set the fee to start accruing after the grace period instead of from day 1. For instance if you had a $1.00 a day late fee with a 3 day grace with the old way of calculating late fees on the 4th day there would be $4.00 in late fees due, if you check this new option in store setup it would only be $1.00 on the 4th day. Ver 5.3.179 4-16-2009

55.In the End of Day report you can now have it include time clock records for the day. Ver 5.3.177 4-15-2009

56.If your early payoff calculation is set to EPO = Cash Price - (Rent paid X Discount %) when you close a contract as early payoff the detailed breakdown of the calculation of the payoff will now be displayed in a grid on the side. Previously the detailed breakdown would only display if your payoff calculation was EPO = (Balance x Discount%). Ver 5.3.177 4-14-2009

57.There is a field code you can use on labels and price tags now with a specified line from the individual price table instead of having to make the tag with a set # of payments. Ver 5.3.175 4-12-2009

58.If you use Tax Zones you can print the tax zone detail as well as export it to an Excel spreadsheet now. Click on the "Function Keys" menu from the Tax Zone Setup screen to see the new options. Ver 5.3.169 4-7-2009

59.Added month to date income for new rentals for the current month to the Management Tracking Summary report. Ver 5.3.164 4-3-2009

60.In Store Setup under the "Other" tab there is a new setting to automatically add a date, time and user note in More Comments anytime changes are made to the comments. Ver 5.3.163 4-2-2009

61.You can now password protect changing of customer zones/route (this is not Tax Zones). Ver 5.3.159 3-31-2009

62.The contract next due date will now be displayed on the payment history screen. Ver 5.3.159 3-31-2009

63.If you ran the full billing process for all customers then printed a single invoice, then tried to undo the last billing it would only undo the last single invoice instead of the full billing run. This has been changed so that single invoices are not handled the same as full runs, so now if the aforementioned steps are done the undo last billing would undo the full billing run instead of just the single invoice. Ver 5.3.159 3-31-2009

64.Receipt and account number generation is now handled by a generator in the database instead of in an init file. This reduces disk access via the file system. Ver 5.3.159 3-31-2009

65.You can password protect printing invoices now. Ver 5.3.158 3-31-2009

66.The report viewer has been improved, it now allows you to export any report or receipt to PDF or HTML. Also when you email a report from the viewer it is automatically sent as a PDF file attachment. Ver 5.3.158 3-31-2009

67.Added ability to password protect closing contracts as skip, charge off or damage waiver write off at a separate level than other closes also added separate password level to remove other charges due from closed agreements. Ver 5.3.155 3-25-2009

68.RTO Pro Lease customers can now update their due date and also download the latest updates through the RTO Pro Download Update utility. Ver 5.3.153 3-22-2009

69.You can mark events in the Scheduler finished now. These events will still display but the descriptions will use a strikeout font. Ver 5.3.142 3-13-2009

70.You can password protect the new feature to enter pmt form of credit card without processing in X-charge now. (Only applies if you use X-charge for credit cards). Ver 5.3.142 3-13-2009

71.The fields that hold prices and payment rates have been changed so they will not allow entry of partial cents like "2.259" by accident, it will automatically cut off anything more than 2 spaces to the right of the decimal. Ver 5.3.141 3-13-2009

72.Added more informative messages with help file button for when a file cannot be accessed due to network being down. Ver 5.3.141 3-13-2009

73.The text boxes that changed to a cyan background when they got focus will now be a light yellow instead. Ver 5.3.141 3-12-2009

74.If you process credit cards through RTO Pro with X-charge you can now click on a line on the credit card entry form that will force the transaction to finish without actually charging a credit card. This is useful for when you already charged the card but still wish to enter the payment form as credit card. Also for approved card charges the approval code will now be saved in the "CKNUM" field in history as follows: "Approv:XXXXX". Ver 5.3.139 3-12-2009

75.The custom data report by SQL String function on the Inventory Report screen can now be password protected. Ver 5.3.138 3-10-2009

76.Added bonus bucks spent YTD, Club paid YTD and custom payment form 1 and 2 YTD to Management Tracking Report. Ver 5.3.133 3-6-2009

77.The RTO Pro backup program now works with Vista 64bit systems. Ver 5.3.132 3-6-2009

78.You can print individual schedules for each driver/ truck now in the Scheduler. Ver 5.3.129 3-4-2009

79.Added "Management Tracking Report" to the Revenue Reports Menu. Ver 5.3.129 3-3-2009

80.Added ability to display multiple reports at the same time. You can run one report then after it is displayed minimize it then run another report and display it. Ver 5.3.128 3-1-2008

81.If you have your store setup to move full terms for partial payments the back rent due adjustments will now be displayed in history. Ver 5.3.127 2-26-2009

82.New fields added to agreement allow printing of multiple terms with payment amount and total contract amount for weekly, monthly and bi-weekly on the same agreement. Ver 5.3.127 2-26-2009

83.You can have a separate default tax rate for retail sales now if needed. This is in Store Setup under the Sales Tax tab. Ver 5.3.124 2-24-2009

84.When the Scheduler is in work week view scheduled events will now have small icons representing reminders, delivery, pickups and service calls. You can also save settings for the Scheduler by clicking on the Calendar Menu > Settings. You can setup the days you are open, open hours etc. Ver 5.3.121 2-21-2009

85.You can password protect adding inventory to an agreement through the switchout function at a different level now than the normal switchout level. Inventory additions and switchouts will be reported in security now also. Ver 5.3.121 2-20-2009

86.The Delivery / Pickup screen has been replaced by a full featured Scheduler. The Scheduler displays a calendar with scheduled deliveries, pickups and service calls. Delivery and pickup forms can be printed from it. Multiple agreements can be setup for delivery or pickup together now also and all info will print on 1 form. Reminders can be setup for any event. Ver 5.3.119 2-18-2009

87.From the Inventory Report screen there is a new button "View records with SQL String". When you click this button you will be prompted to enter a SQL string and records will be displayed based on the SQL string you enter. To use this function you must be familiar with SQL commands. This function can be used to pull any records not just inventory. Ver 5.3.116 2-16-2009

88.The Customer Inquiry screen now displays move due date information for the customer, how many times due date moved, number of days due date moved and number of times date moved more than 7 days. These numbers are shown for all dates for the customer and also for the past year only. Ver 5.3.114 2-13-2009

89.There is now a setting in Store Setup under the "Other" tab that you can check if you want exact inventory matches only shown when entering stock or serial #'s when loading new agreements. When this box is checked and you enter a serial number of "100" for instance, the only items in the inventory list would be inventory with serial numbers that = "100" instead of a complete list in alpha numeric order. Ver 5.3.113 2-11-2009

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Update No. 5.3.106  2-6-2009 RTO Pro Windows XP, Server 2003 and Vista

1.Changed the More Comments form so that the ESC and F6 buttons both do the following: saves any changes made to comments and closes the form in 1 step. If you made changes and want to cancel the changes you can click on the "X" in the top right of the screen to close without saving. Ver 5.3.106 2-6-2009

2.Added the following customer totals information on the Customer Inquiry screen. total rental $ collected, total other charges collected, total retail sales, 1st transaction date, last transaction date, # of skips, # of repo's, # of NSF checks, # pickups, # paidouts, and # of times late over 7, 15, 30 and 60 days. Ver 5.3.101 2-4-2009

3.Added the following information at the bottom of the payment and on screen account manager screens: # of times customer has paid over 7 days late, over 30 days late and # of NSF checks received from customer. Also # of days currently late the customers latest agreement is when they are overdue. Ver 5.3.100 2-3-2009

4.Added a "Delinquency Analysis" report (Customer menu option 8). This report is an analysis of overdue customers broken down into several categories. To see info about the report push the F1 key while the report is displayed. Ver 5.3.93 1-30-2009

5.The report viewer now has continuous page scrolling. This means you can scroll through multiple pages with just the arrow keys or scroll wheel on your mouse. As you are scrolling the pages are separated by a page break. Ver 5.3.83 1-20-2009

6.Since the conversion to the SQL Server database if a payment with multiple contracts was refunded you had to refund each one, this has been changed to refund all contracts in 1 step. Ver 5.3.82 1-19-2009

7.The Straight Line depreciation type (type 5) has been changed so instead of always starting from date received it will now use your setting from store setup to determine if depreciation should begin from date received or date first rented. Ver 5.3.79 1-16-2009

8.The RTO Pro backup program has been optimized more for use with Windows Scheduler. Since you can do "Hot" backups with the new SQL Server database scheduling automatic backups with Windows Scheduler will be even more useful now. The backup program has been changed to do the backup without any success messages and without starting RTO Pro after the backup is finished. A good backup plan should now include automatic backups daily to a folder on the hard drive and also we recommend using an online backup service like Carbonite to backup the backup folder to the internet. Click here for a free trial of Carbonite, it is only $49.95 a year for unlimited online backups. Ver 5.3.76

9.You can run Customer List / Labels / Form Letters by customers with Bonus Bucks now. You can enter the amount of Bonus Bucks required to be included in the report. Ver 5.3.69

10.Added an alternate report layout for the Contract Transaction Report for Cash Advance. To use this new layout check the "Alternate Cash Advance Report" checkbox on that screen. Ver 5.3.32

11.The database that RTO Pro uses has been changed to a SQL Server database. The change will allow users with RTO Pro Network Site Licenses to have truly unlimited number of computers accessing data simultaneously over a network. The previous database had the ability to allow unlimited users but it would start to get sharing violations with heavy use or with 5 or more simultaneous users. The SQL Server database also allows "hot" backups, which means backups can be done while the data is still being accessed by other users. Because of the differences in the way the data is connected to the user in the old database versus SQL Server some reports and functions will be slower with SQL Server and some will be faster. Reports that require a lot of different queries from many tables will be slower with SQL Server. This is due to the differences in data connections in SQL Server VS the old database. The old database would open a direct connection to the data and leave it open until the program closed. With SQL Server the connection is made to the server and only the server connects to the database, all queries are sent to the server, the server runs the query and returns the results. With SQL Server it is a true client/server connection, this eliminates data  corruption due to network problems. If a remote computer is doing a transaction and the network goes down it will not cause data corruption, with the old database data loss/corruption would usually be the result when network connections were lost or workstation computers crashed while the data connection was open. With SQL Server Networks can now be setup using wireless routers (this was not recommended with the old database). Ver 5.3.30

12.NSF contracts are counted in the total contract count and overdue contract counts on customer list and overdue customer reports. If you want the numbers to not include NSF simply unselect the NSF contract type in the contract type lists on the report screen. 5.3.30

Change in Database on this update. If your Home Office uses RTO Pro Home Office all stores and Home Office should update the same day.


13.Improved print screens, some pages were not lining up correctly due to wrong fonts being selected. Ver 5.2.201 11-21-2008

14.You can password protect Inventory Control Module at its own separate level now, previously it was set to the same level as Inventory Maintenance. Ver 5.2.197 11-6-2008

15.The new individual pricing was not printing on Price Tags/ Labels. Fixed Ver 5.2.197 11-6-2008

16.New fields were added to the ACH Authorization form so you can print payments for different terms and also pricing for 90 days same as cash. Ver 5.2.196 11-5-2008

17.Customer rating added to the On Screen Account Manager, where it is displayed and can be edited. Ver 5.2.194 10-29-2008

18.Customer ratings / status has been added to customer records. You can have up to 9 different ratings or statuses. The descriptions for the ratings can be edited in Store Setup under the "Other" tab. The rating can be entered when loading a new customer and can be edited from Customer Maintenance (F11 from the Payment Screen) and the Customer Application screens (Alt-A from the Payment Screen). Customer list reports / form letters / labels can be run based on the ratings. Ver 5.2.193 10-28-2008

19.Unique customer count added to new rental section of the Contract Transaction report. Ver 5.2.193 10-28-2008

20.In Store Setup under the "Other" tab there is a new setting you can check if you always want to sue the last retail amount for the model you are receiving instead of calculating retail based on cost. Ver 5.2.193 10-28-2008

21.From the "Run Billing / Invoices" screen (Customer Menu option 7) there is a new option to "Only Print Invoices for due dates in the range below". Check this box if you only want to print invoices for customers due in a given date range. Ver 5.2.192 10-27-2008

22.Back rent due can be a separate field on Invoices and Letters now. If the letter or invoice does not have a back rent due field then the back rent due, if any, will be added to the "Other Charges Due" field. Ver 5.2.192 10-27-2008

23.Redesigned "Printer / Forms Setup" screen (Setup Menu option 2). Ver 5.2.192 10-27-2008

24.Redesigned print screen function to print grids also. Ver 5.2.192 10-27-2008

25.You can have different workstations that share a receipt printer open different cash drawers now. Each station sets up which drawer they want to open. Ver 5.2.192 10-24-2008

26.Improved printing of customer applications and also improved print screens. Ver 5.2.191 10-24-2008

27.If you printed several individual invoices from the Payment Screen or the On Screen Account Manager it would cause an error. Fixed Ver 5.2.189 10-24-2008

28.You can enter terms (rental rates and # of payments) for individual inventory items now. This can be done during receiving or from Inventory Maintenance. The individual rates can be used when you do not want to use the category markup method for inventory pricing for a particular item. Editing / adding the rates can also be password protected in Security. Ver 5.2.188 10-21-2008

29.You can print the # of payments remaining on Invoices / statements now. Ver 5.2.187 10-15-2008

30.In Store Setup under the "Contracts" tab there is a new setting that when checked will calculate rental rates on new agreements based on the "RTO$" field as contract amount divided by the # of payments. Ver 5.2.186 10-15-2008

31.When returning inventory from service you can select the shop "ALL SHOPS" which will allow you to choose from all inventory in service to return. Ver 5.2.185 10-14-2008

32.The status list on inventory reports will recall the last status's you had selected when you run the inventory report. Ver 5.2.185 10-14-2008

33.If you refunded a payment that had back rent due either increased or decreased on it you would have to adjust the back rent due manually. This has been changed to be handled automatically. Ver 5.2.185 10-14-2008

34.When printing Invoices you now have the option to print invoices, email invoices or both. When emailing the actual invoice will be sent as a .pdf attachment, the email message will have a summary of the invoice. This invoice summary can be edited in "Printer / Form Setup". In "Customer Maintenance" you can setup a customers invoices to always be emailed only. This is for customers who wish to go paperless. Ver 5.2.183 10-9-2008

35.You can Email form letters from the Customer Listing and Overdue Customer Reports now. This enables you to send overdue letters by email to all of your late customers or to do Email blasts to all of your customers. Ver 5.2.182 10-8-2008

36.You can Email form letters to customers now from the Payment, Customer Inquiry and On Screen Account Manager screens. You can create form letters to email from the "Edit Letters screen" (Customer Menu option 5). Ver 5.2.181 10-7-2008

37.Customers zone will be printed on all run sheets if you use customer zones. Ver 5.2.180 10-6-2008

38.You can go to the "Edit Letters" screen from "Printer / Forms Setup" now, the button is under the "Letters" tab. Ver 5.2.180 10-3-2008

39.When printing form letters from Customer Listing or Overdue Customer Report you can include a new field which would be the total of 1 regular payment for all active agreements for the customer. This excludes any NSF or Cash Advance amounts. This field can be used to send out letters for notice of tax rate change to inform customers of their new payment amount. Ver 5.2.179 10-3-2008

40.The Revenue Summary report now prints the amount of other charges that were processing / delivery fees on the bottom of the report. Ver 5.2.179 10-2-2008

41.When pasting the date and time in More Comments your initials will be pasted in the brackets also if you are logged into RTO Pro with user level security. Ver 5.2.179 10-2-2008

42.The "SendMail" email function can now send HTML formatted emails instead of just plain text. Ver 5.2.179 10-2-2008

43.The "Salesman" field in Contract Maintenance and Print/Preload Agreements is now a dropdown box that has previously saved salesman in the list. Ver 5.2.178 10-2-2008

44.You can setup contracts to be paid by recurring billing through the "Print/Preload Agreement" function (Point of Sale menu option "5"). An authorization form will also print after the agreement is printed. Ver 5.2.178 10-2-2008

45.When you have the option set to move full terms for partial payments if a customer is more than 1 payment overdue partial payments will be handled the same as customers who are not more then 1 payment overdue. Ver 5.2.177 9-29-2008

46.You can print Customer List by Tax Zone now. This can also be used to print form letters for all customers in a specified Tax Zone. Ver 5.2.177 9-29-2008

47.Made the Inventory Status's to include in the Inventory Report easier to select. They are now listed in a check box list that is always open on the report screen. Ver 5.2.177 9-26-2008

48.When you printed an ACH Authorization for a specific contract the DWF/LDW fee was not being included in the total payment amount printed on the authorization form. Fixed Ver 5.2.176 9-26-2008

49.When ACH response files have returns the return code definition will be displayed along with the code, such as R01 = "Insufficient funds". Ver 5.2.176 9-24-2008

50.References can be printed on Overdue Customer List when ran as a "Runsheet type" report now also. Ver 5.2.175 9-23-2008

51.In Store Setup under the "Other" tab there are 2 new options. The 1st is to set tendered on the payment screen to 0.00 by default. The 2nd is to set payment form blank by default on the payment screen. These two options are designed to prevent entry errors from employees just pushing enter on the payment screen without filling in the fields correctly first. Checking these boxes will force the employees to fill in the information before continuing. Ver 5.2.174 9-23-2008

52.The ACH response file has been changed to display the customer name, account number, transaction date and bank info on a separate line to make the response file easier to read. Ver 5.2.174 9-22-2008

53.If you use Sales Tax Zones you can specify the state the zone is for when you setup or edit the zone. The Sales Tax report will now give you subtotals by state when you have more then 1 zone in a state. Ver 5.2.173 9-22-2008

54.You can print customers references on the Overdue Customer list now. Check the box that says "Print References". Ver 5.2.172 9-17-2008

 

 

 

 

 

 

Update No. 5.2.171  9-15-2008 RTO Pro Windows XP, Server 2003 and Vista

1.If you maximized RTO Pro then went to payments > payment history, then clicked ESC an error would be generated. Fixed Ver 5.2.171 9-15-2008

2.When transferring in inventory, if the inventory's Vendor does not exist in your store it will be added to your vendor list. Ver 5.2.170 9-15-2008

3.If your were receiving serialized inventory and did not enter any serial numbers the process would complete but just not receive anything, this has been changed so you will be prompted that you must enter serial numbers. Ver 5.2.169 9-12-2008

4.The help menu icon on the top right of the screen (question mark in a blue circle) has been replaced with "Help" and it can now be accessed by pushing "ALT-H" from anywhere in RTO Pro. Note: Context sensitive help can be opened by pushing the F1 key anywhere in RTO Pro. Ver 5.2.168 9-10-2008

5.In the End of Day program in Setup you can set the Club Export file for Benefit Marketing Solutions to automatically be sent to them via internet FTP when you run the End of Day every Saturday. Ver 5.2.167 9-9-2008

6.If you attempted to edit an inventory item but changed the model or serial so it is not unique and were unable to update, the next database edit without restarting RTO Pro would cause the "Database is in the middle of an edit" message to come up. Fixed Ver 5.2.167

7.Bug fix for version 5.2.142, error receiving non-serialized inventory. Ver 5.2.165 9-5-2008

8.When running the Billing / Invoicing function there is now a new check box you can check to bill customers even if they are paid ahead. If this box is checked and a customer is setup to be billed they would be billed no matter how far they are paid ahead as long as they have not been billed in the last 20 days. This is useful for customers who pay their accounts ahead but still want to receive an invoice monthly. Ver 5.2.164 9-3-2008

9.Added a button for a Customer Deposit Report on the Customer List Report screen. This report will display all customers with a deposit. Added a Help button to the "Launcher" toolbar. (Help can be accessed anywhere in RTO Pro by pushing the "F1" key.) Ver 5.2.163 9-2-2008

10.If you saved a credit card for a customer then changed the card to a different card type (Visa, MasterCard) by typing it in manually the card type would not be changed. Fixed Ver 5.2.161 8-29-2008

11.You can setup different late fees for different states in Store Setup under the "Late Fee" tab. The late fee would be charged based on the state in the customers state field. If no matching state is found in the state settings the normal setting would be used. This is for stores with customers in multiple states that require different late fees. Ver 5.2.160 8-28-2008

12.Added protection for swiping credit cards on the wrong screens (tendered screens in payments and new rentals / sales). Previously if a card was swiped on the tendered screen instead of the credit card screen the transaction would be processed as cash due to the credit card reader sending an enter at the end of the swipe. If you swipe a card in the wrong place now it will not process the transaction until you push enter again. Ver 5.2.160 8-28-2008

13.Payment / Transaction was generating an error if ran month to date since version 5.2.142. Fixed Ver 5.2.159 8-26-2008

14.You can initiate a Inventory Transfer in by double clicking on a transfer file from Windows Explorer now. When you double click or choose to open a transfer file the file will be opened in RTO Pro and will be at the inventory selection to transfer in. Ver 5.2.158 8-25-2008

15.When doing backup and restores the file that holds the network path will not be backed up now so doing restores to different computers will be easier and the data paths would not have to be re-setup after doing a restore. Ver 5.2.158 8-22-2008

16.If you printed 2 invoices in a row from the payment screen an error would be generated. Fixed Ver 5.2.157 8-22-2008

17.Late fees were getting doubled for bi-weekly since version 5.2.154 even if the box in setup was not checked. Fixed Ver 5.2.156 8-21-2008

18.If you had a blank contract # in your database it would cause an error when loading a new sale since version 5.2.142 Fixed Ver 5.2.155 8-15-2008

19.For Late Fees for bi-weekly and semi-monthly contracts you can now have the late fee automatically be 2X the normal weekly late fee. Set this up in Store Setup under the "Late Fee" tab. Ver 5.2.154 8-14-2008

20.You can print the customers message, cell and other phone numbers on invoices and Cash Advance Agreements now. Previously you could only print home and work #'s. Ver 5.2.154 8-14-2008

21.You can have prices printed on inventory labels and price tags that include tax now. Note this should only be used if all customers in your store pay the same tax rate. Ver 5.2.153

22.You can print the inventory "Vendor" on delivery and pickup receipts now. Ver 5.2.152 8-14-2008

23.Fixed bug introduced in version 5.2.142, error when auto generating serial numbers from receiving. Ver 5.2.151 8-14-2008

24.Inventory reports can be run by Vendor now. Ver 5.2.150 8-13-2008

25.When running a Inventory Report in the customizable layout form the transfer date can now be used to limit results. Ver 5.2.150 8-13-2008

26.The Vendor field in Inventory Maintenance is now a drop down combo box that has previously used Vendor names in a list that can be chosen by clicking the drop down arrow. Ver 5.2.150 8-13-2008

27.Bug fixes for new partial payment options. Ver 5.2.149 8-12-2008

28.When receiving Inventory you can enter a "Vendor" for the inventory now. Previously entered vendors will be in a drop down list you can choose from. Ver 5.2.148 8-12-2008

29.You can enter a "Field Receipt" number when taking a payment now. This is for when a payment is taken in the field, it would be the receipt number from the field receipt book. The History screen has been changed to display the field receipt number also. Ver 5.2.147 8-12-2008

30.You can run the Retail Sales Report by customer zone now. Ver 5.2.146 8-9-2008

31.If you did a inventory transfer in and one of the pieces were skipped because the matching model and serial were already in your inventory, the piece skipped would print on the report as if it was transferred in. Fixed Ver 5.2.145 8-8-2008

32.If you navigated to the Payment screen, pushed F11, then clicked on the "Credit Card / ACH" button, then escaped and pulled up another customer in payments, then pushed F11 the original customer would be displayed on the customer maintenance screen. Fixed Ver 5.2.144 8-8-2008

33.The Payment / Transaction report (Revenue Reports Menu option 2) has been changed to always be in order by time the transaction was done. Ver 5.2.144 8-8-2008

34.The transaction listing on the End of Day report will always be in the order transactions were entered now. Previously there were rare occasions when they would be listed out of order. Ver 5.2.143 8-7-2008

35.On Screen Account Manager was ordering customers with a NSF check only in alphabetic order instead of by latest. Fixed Ver 5.2.143 8-7-2008

36.Before a TeleTrack report is displayed it is now stripped of empty lines at the bottom of the report so it does not print extra blank pages when printed. Ver 5.2.143 8-7-2008

37.You can enter custom day ranges for the breakdown of days late on the Overdue Report. You set the ranges up in Store Setup under the "Other" tab. Ver 5.2.143 8-7-2008

38.Advanced search by social security number has been improved to be faster and also you can put 2 SS#'s to search for and it will return any SS# matches, both primary and alternate customer SS#'s. Ver 5.2.413 8-6-2008

39.Inventory Stock # is now a numeric field instead of a text field. This means alpha characters cannot be used in the Stock # field. It also insures that all reports and lists sorted by Stock # will always be in numeric order. Before this change the following stock #'s would be sorted as follows:  1000   |  110  |  120     With this change the same stock #'s will be sorted as follows: 110  |  120  |  1000. Ver 5.2.143 8-6-2008

40.Customer Zone can now be a number up to 99999. Ver 5.2.143 8-6-2008

41.There is now an option in Store Setup under the main tab that will enable automatic full term due date advances for partial payments. This function can also be password protected in Security. When this option is checked if a partial payment is paid the due date would be advanced the full term and the amount of the payment that was short would be tracked as Back Rent Due and can be collected with the next payment. Ver 5.2.142 8-5-2008

Change in Database structure on this update. Make sure you do not have any pending Inventory Transfers before installing. If you are part of a multi store chain all stores should update the same day.


42.After installing this update, future updates you install via the Update function in RTO Pro will automatically have the current path set for installation. This makes updating easier when you have RTO Pro installed into multiple folders. Ver 5.2.141 7-31-2008

43.In Printer Setup you can setup how many copies of Rent to Rent agreements to print separately from other agreements now. Ver 5.2.141 7-30-2008

44.Sometimes the Close Contract and PU/Delivery buttons would display when you push F8 from the Payment Screen, they should only be displayed from the contract detail screen. Fixed Ver 5.2.141 7-30-2008

45.Loaners would display on the late list with an amount due. Fixed Ver 5.2.140 7-25-2008

46.The function to change inventory status from Sold, Paid Out, etc. to Stock will now be password protected at the same level as changing inventory to Junked or Lost. Customer primary name changes will be recorded in security file now. Ver 5.2.139 7-24-2008

47.Customer's default image from Document Imaging will now display on the Cash Checks screen. There is now a setting in Store Setup under the "Other" tab you can check if you do not want customer's image displayed on the screens. Ver 5.2.138 7-23-2008

48.On the Payment Screen, New Rental, New Retail Sale and Load Cash Advance screens the customer's default image from Document Imaging will now be displayed. In Document Imaging there is now a menu item for "Make current Image Default". Select this menu item when you have the image you want to be the default image on the main display. Ver 5.2.137 7-23-2008

49.You can have Damage Waiver calculated automatically as a rate per inventory item. Set this in Store Setup under the DWF tab. Ver 5.2.136 7-21-2008

50.When converting a Cash Advance Loan to a payment plan in Michigan the due date will automatically be advanced 1 term if it is converted on the loans due date. Also if you tried to change a due date on a Cash Advance Loan that was converted to a payment plan in Contract Maintenance an error would be generated. Fixed Ver 5.2.135 7-21-2008

51.In Billing you can now display a report of the customers / contracts that would be billed without actually printing the invoices. The report will also be displayed when you do print invoices for a quick reference to who was billed. Ver 5.2.134 7-19-2008

52.The Contract Transaction report will now display the total of rent paid to date for contracts opened during the report date range. Ver 5.2.133 7-19-2008

53.If you use alternate billing method for printing invoices the settings will be saved and displayed the next time you go into billing. Also a label was added that displays the date contracts will be billed through (today's date + days billing ran for + days before due to bill contracts). Ver 5.2.133 7-19-2008

54.For invoicing customer there is now an alternate billing logic that can be used. If you check the "Alternate billing" check box on the billing screen it will allow you to enter a range of days of the month E.G. 1-15. As an example of how this works, if you enter Run billing for 7 days and enter bill customers 14 days before due and enter 1-15 in the alternate text box the following logic would be used for billing. If a contract is due more then 21 days from now it will not be billed, otherwise if a contract is due from the 1st to the 15th of any month it will be billed. Ver 5.2.132 7-18-2008

55.You can run a Customer Listing Report for customers who are setup for Recurring Billing Only now. Ver 5.2.131 7-18-2008

56.If a Cash Advance loan was loaded with the due date set further ahead then the normal term and you looked at the payoff in contract close before the due date - normal term the fee would not be included in the total. Fixed Ver 5.2.130 7-17-2008

57.When checking the balance on a NSF check (F8 from the payment screen) the balance displayed will now include the NSF fees. Ver 5.2.130 7-17-2008

58.You can print contract balance on Invoices now, the field is available to be added to invoice forms. This field must be in the same row as the other contract info in the contract info table on the invoice. Ver 5.2.130 7-17-2008

59.The reminder for recurring billing has been changed so that it only displays a message on the side of the Main Menu instead of popping up a message box. Recurring billing can be added to the "My Menu" section of the taskbar now also. Ver 5.2.129 7-16-2008

60.The following changes have been made for Club: Export functions have been updated to Benefit Marketing's specs (Revenue Reports menu option 7). The Club Export screen has a new "Member Signup Report" that will display customers that signed up for club during any given time period. You can now load a "Club Only" agreement (Point of Sale Menu option 9). A Club Only agreement is an agreement that does not have any inventory, it is only to track Club plan payments, it does not have a set # of payments, it will remain open until closed manually. Revenue reports have been modified to reflect Club changes. Ver 5.2.128 7-11-2008

61.When you do a TeleTrack report on an existing customer only the last 4 digits of Social Security number will be displayed on the screen. You can click the "Display SS#" button to display the full # and displaying the full # can be password protected. Ver 5.2.128 7-9-2008

62.The "Printed Contracts not loaded Report" has been moved to the Customer List Report screen. Ver 5.2.128 7-9-2008

63.All references to "Income and Deposit Report" has been changed to "End of Day Report" on the End of Day Report. Ver 5.2.128 7-9-2008

64.Since Social Security numbers have been encrypted if you did a search by SS# from the customer search screen (not the advanced search screen) no match would be returned even if there was a match. This has been fixed, note that searches by SS# can take a long time now that SS#'s are encrypted.  Ver 5.2.128

65.In Store Setup if you have it set to remind you to run Recurring Billing daily there will now be a red message on the main screen to remind you to run recurring billing. To find out more about how you can setup your customers to pay automatically by credit card or ACH call 352-383-9375. Ver 5.2.128 7-3-2008

66.In Store Setup under the "Contracts" tab you can now setup a default processing/delivery fee to be charged to new agreements automatically. This default fee can be changed or removed when you load agreements. Ver 5.2.127 7-3-2008

67.If new customers were added through "Load Existing Contracts" program and SS#'s were entered they were not being encrypted. Fixed Ver 5.2.126 7-2-2008

68.When doing searches by social security number on some stores who had a data conversion done when they started using RTO Pro false negatives would be returned due to differences in storage of SS#'s in the db for some converted data (some converted data was encrypted "000000000" instead of "000-00-0000"). Any searches involving SS#'s now strips the "-"'s and compares only the numbers now. Ver 5.2.125 7-1-2008

69.From the Customer List Report screen you can run a "Tax Zone Report" now. This report will show all active customers, their contracts and the tax zone assigned to them. Ver 5.2.124 7-1-2008

70.When adding a new customer, social security #'s will be checked against SS#'s in the customer database for matching records. If a matching record is found it will tell you the account that it matches and will not allow you to add the new record. Ver 5.2.124

71.There is now a sample RTO Agreement included that has stock #'s on the agreement. The file name is "C:\RTOwin\Docs\Sample RTO Contract with Stocks Numbers.rtf" you can select this file in Printer Setup, you can also edit this file to make any changes you need for your state. Ver 5.2.123 6-30-2008

72.The Avery 5160 style customer address label was only printing 9 labels down instead of 10. Fixed Ver 5.2.123 6-27-2008

73.You can print any of the customers phone numbers on contracts now. Previously only home and work #'s were available to print on agreements. Ver 5.2.123 6-27-2008

74.The Payment / Transaction report has been changed so that retail sale transactions can be and are included by default. You can exclude retail sale transactions by unchecking the "Retail" check box. There are check boxes now for rental, retail, cash advance, check cashing and moved due dates. Ver 5.2.123 6-27-2008

75.Price Quotes: You can now print Price Quotes from the Price Quote Screen (Inventory Inquiry F7). You can un-check any check boxes for prices you do not want to include in the printout. After you click on the "Print" button the filled in form will be displayed and you can make any changes you would like before printing. Click here to see a sample Price Quote printout. Ver 5.2.122 6-26-2008

76.When using ACH as a payment form from any payment form screen you will now be prompted if it is a "Telephone Authorized Transaction" (Recorded authorization by phone or E-mail) or a normal ACH Transaction (Signed ACH Authorization). Ver 5.2.122 6-26-2008

77.When you run the On Screen Account Manager the BOR figures were being calculated differently than on the overdue customer report (open retail sales were being counted). This has been changed so both reports will match. Ver 5.2.121 6-25-2008

78.All reports will now have the store # on the top of the report beside the store name, e.g. "FutureWare Enterprises, Inc.  01". Ver 5.2.120 6-23-2008

79.When printing from the report/ receipt viewer your printer selection used to change the system default printer, this has been changed so it only sets the RTO Pro default printer and does not change your system default. Ver 5.2.119 6-23-2008

80.If you have the End of Day setup to print payment detail information retail sales will be included in the 1 line transaction list. Previously retail sales were only shown if you had "Show Retail Sale Detail" checked and it would show all the sale information instead of just a 1 line summary for each sale. Ver 5.2.118 6-21-2008

81.The Automated Collections Module will now remember the modem you use to make calls so you do not have to reselect it every time you use it. For more info about the Automated Collections Module call 352-383-9375. Ver 5.2.118 6-21-2008

82.The Overdue Customer List can now be ran for 1st payment defaults only. Check the "1st Payment Defaults" check box to run it with this option. Ver 5.2.118 6-20-2008

83.If you have customers with more than 6 characters in their "Apt #" field it would cause the Overdue customer report to not be lined up correctly when printed. Fixed Ver 5.2.117 6-19-2008

84.For Same as Cash option you can now have the option to set the default same as cash expiration by a # of days instead of # of months. Previously this could only be set by months. Ver 5.2.117 6-19-2008

85.There are 2 custom payment forms you can use now. You can name them whatever you like. You set this up in Store Setup under the Store Info tab. These payment forms will be listed in payment history as "1" and "2". Ver 5.2.116 6-18-2008

86.On the "Credit Card/ACH Info" screen you can now enter the bank name for the customers checking/savings account. Ver 5.2.115 6-17-2008

87.ACH response files will include the original transaction date and the customers bank name if the bank name is saved for the customer. Ver 5.2.115 6-17-2008

88.From the Revenue Reports Menu you can now press F5 to run a "Quick Revenue Summary". This is the Revenue Summary report with the following options: report for today's date, summary instead of detail, no retail detail info, showing deposits and petty cash payouts. Ver 5.2.115 6-17-2008

89.The RTO Pro End of Day function can now create QIF files for import into Quicken and other accounting software. Previously you could only create IIF files which work with QuickBooks. You can import QIF files with most accounting software. Ver 5.2.114 6-16-2008

90.If a customers "More Comments" were marked as urgent and you set that customer up to be autobilled it would cause an error during autobilling process. Fixed Ver 5.2.114 6-14-2008

91.The labels on the Model Master screen "F5-New Category", "F12-Save" etc. have been changed so you can just click on the label itself instead of actually pushing the F5, etc. key. Ver 5.2.114 6-14-2008

92.When loading rentals and you are in the term or contract type field you will now be able to click on an option in the list to select that type or term. Ver 5.2.113 6-13-2008

93.When entering salesman for transactions you will now be able to select previously used salesman from a dropdown list. Also it now has auto recall, as you type it will entries from the list. 5.2.113 6-13-2008

94.You can setup Cash Advance Loans to offer a Payment Plan option to customers who have had 8 or more loans in a 1 year period. If this is checked in Store Setup and a customer opens the 8th or greater loan in a years time the PPO Letter will print with the agreement, you can then make the contract a payment plan contract from Contract Maintenance. It will also print a payment plan agreement and track the payments. (This is required in Michigan) Ver 5.2.112 6-13-2008

95.On the Customer List report there is now an option to run a "Contract Salesman Report". This will print all open contracts with any contract date range specified and print the salesman for each contract. Ver 5.2.112 6-13-2008

96.When receiving a inventory item with a new model number after entering the master model information you had to push enter again to bring up the cost frame, this has been changed so that the cost frame comes up as soon as you enter the master model information. Ver 5.2.112 6-12-2008

97.When ACH response files are processed the customers name will now be added to the response files transaction list. Ver 5.2.111 6-10-2008

98.The Recurring Billing screen will now list all ACH Response files and you can view them by double clicking on them in the list. Ver 5.2.110 6-8-2008

99.When checking for ACH Returns all responses will now be displayed instead of just returns (cleared and returned). Also from the End of Day when returns are checked all responses will be displayed. Ver 5.2.110 6-5-2008

100.When grouping by fields in the Inventory Custom Report Layout you can now right click on a group and choose to expand or collapse that group. Ver 5.2.109 6-4-2008

101.You can now run a Customer Listing report that will display all active customers and contracts on any given date in the past. To do this you enter a date in the box: "Only show contracts that were open on this date:". When you enter a date there the report will include customers who had contracts that were open on that date no matter what the status is now. Ver 5.2.109 6-4-2008

102.You can now delete labels from the Inventory Label screen by pressing the "Delete" key on your keyboard. When printing Inventory Labels if you switched from large labels to small labels an error would be generated sometimes if the margins were incompatible between the 2 documents. Fixed Ver 5.2.109 6-4-2008

103.The Sales Tax Report would not display correctly if you have a lot of tax zones. This has been fixed to be split into several pages if needed. Ver 5.2.109 6-3-2008

104.The Automated Collections Module now has an earliest and latest call time that can be setup. This is to ensure you are not making calls before or after the legal hours to make collection calls. Ver 5.2.108 6-3-2008

105.When receiving inventory the last retail will be recalled when receiving a model # you had previously received. Note this only recalls the last retail if the "RetailXcost" for the category used is set to 0. Otherwise the retail price would be the cost x "RetailXcost". Ver 5.2.108 6-2-2008

106.The Contract Markup Report can now be run by a range of customer zones, for instance zones 1 to 99. You can also have the Rental portion of that report exported to an Excel Spreadsheet by clicking on the "Export to Excel Spreadsheet" checkbox at the bottom left of the screen. Ver 5.2.107 5-30-2008

107.Customer Zones can now be a number from 1 to 32000. Previously it could only be 1 to 999. Ver 5.2.107 5-30-2008

108.ACH Authorization forms can now be printed with all fields filled from the contract that is setup to be paid by ACH. When a contract is loaded and setup to be paid by Recurring Billing the ACH Authorization will be printed automatically with the agreement. You can also print ACH Authorizations from the contract detail screens. To find out about accepting ACH Payments call 352-383-9375. Ver 5.2.106 5-29-2008

109.When printing Inventory Labels or Price Tags there is now a checkbox you can check if you want to preview / edit the label before printing. If you check this box the label will be displayed on the screen, with the inventory information filled in. You can then edit it if you want and click the "Print" button when you are ready to print it. Ver 5.2.106 5-29-2008

 

 

 

 

 

 

Update No. 5.2.105  5-22-2008 RTO Pro Windows XP, Server 2003 and Vista

1.You can now do ACH check conversion in RTO Pro if you are setup for ACH. ACH check conversion is when you convert a paper check to ACH electronic debit. For more information about accepting ACH as a payment form from your customers or ACH check conversion call 352-383-9375. Ver 5.2.105 5-22-2008

2.The Payments, Advanced Customer Search has been changed to not display social security #'s in search results. Also it has been notated that social security numbers cannot be searched through the "All Fields" textbox. Social security numbers can only be searched by typing the SS# is the SS# fields. The SS# fields in search have been changed so that any numbers typed in are formatted correctly automatically "000-00-0000". Ver 5.2.104 5-20-2008

3.When picking a date range for reports from the Calendar you can now select a common date range in just 1 click instead of having to click a dropdown box to make a selection. Ver 5.2.103 5-16-2008 Cal5-2008

4.The settings to show the delivery screen after loading new rentals and retail sales has been changed from a local setting to a network wide setting so all computers on a network would have the same setting. Ver 5.2.103 5-15-2008

5.Fixed an issue on the Payment Screen with password protected late fee removal. Ver 5.2.102

6.The End of Day report will now display the last day it was ran for on the first screen. Ver 5.2.101 5-13-2008

7.Only the last 4 digits of social security numbers will be printed on ACH Authorizations now. Ver 5.2.101 5-13-2008

8.Complete Social Security #'s will not be displayed by default now. Only the last 4 digits will be displayed. To see the entire number you can click on the button that says "Display SS#'s". This function can be password protected to limit employees who can see the full SS#. Ver 5.2.100 5-9-2008

9.Strengthened the password protected on removing late fees from the payment screen. Ver 5.2.99 5-8-2009

10.The Time Clock will print the total hours on the time clock report in format "Hours.Fractions of hours" now along with "Hours:Minutes". Ver 5.2.99 5-7-2008

11.When you add a new customers information name, address etc. you can now enter their credit card and ACH account information on the same New Customer Application screen (F5 from the first screen when loading any new agreement). You can also print an ACH Authorization form from this screen. Ver 5.2.99 5-2-2008

12.The Automated Collection Module would quit calling through the customer list if it dialed a number that was disconnected and didn't ring. Also if a customer had all 0's in the phone field it would try to call the #. Fixed Ver 5.2.98 5-2-98

13.You can set a contracts Recurring Billing / AutoCharge info (# of payments to autocharge at a time, days before due to autocharge) when you load the the rental agreement now. It is on the screen where you enter the contract #, contract type, terms etc. Also reworded the AutoCharge # of payments labels to make it easier to understand. Ver 5.2.98 5-1-2008

14.The End of Day program will automatically check for ACH returns when you run it, if you use ACH through RTO Pro. Ver 5.2.97 5-1-2008

15.Fixed bug in ver 5.2.95 that would generate an error in some cases when the deposit entry for ACH was being made. Ver 5.2.96 4-30-2008

16.When a batch of ACH Transactions is sent to the ACH Server a deposit entry will be entered automatically for the End of Day program. This will be done when processing recurring billing, sending transactions manually through RTO Pro or when they are sent automatically through End of Day. Ver 5.2.95 4-29-2008

17.In the RTO Pro Word Processor you can now have forms such as inventory labels as small as .9" tall. Ver 5.2.94 4-28-2008

18.In the End of Day program you can now set it up to automatically send the QuickBooks import files (IIF files) to your Home Office etc. via Internet FTP. Note this function can be used even if you do not use the RTO Pro Home Office. If you have RTO Pro Home Office the Home Office FTP program will now retrieve IIF files by FTP 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 Home 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. Ver 5.2.93 4-27-2008

19.When you run the Inventory Report if you do not choose the "IN SERVICE" status anything in service will not be included on the report. Previously if you chose "STOCK" as the status and an item was stock but in service it would be included. Ver 5.2.93 4-26-2008

20.If you do manual ACH credit or debit or use ACH as a payment form on the payment screen and do not send the transactions to the ACH server they will be sent automatically when you run the End of Day program. Ver 5.2.92 4-26-2008

21.You can now use ACH as a payment form and if you are setup for ACH through RTO Pro the transaction will be entered automatically in the ACH system as a "TEL" transaction (telephone authorization). You can also manually enter ACH Credits and Debits for customers who you setup for ACH. The manual entry of ACH Credits and Debits can also be password protected. Ver 5.2.91 4-24-2008

22.The saved Credit card entry screen has been improved to allow you to change an expiration date without having to re-enter the credit card number. Ver 5.2.91 4-24-2008

23.You can now enter/edit  a customers Credit Card and ACH account information from the New Rental and Retail Sale screens. Ver 5.2.90 4-21-2008

24.You can now do recurring billing by ACH for customers even if you do not use X-charge for credit cards. Note you must be setup for ACH through RTO Pro. For more information call 352-383-9375 Ver 5.2.89 4-21-2008

25.If you tried to delete a numeric figure that had been previously saved in a markup table for a category and save it without a value it would generate an error. Fixed Ver 5.2.88 4-18-2008

26.When checking for ACH returns the return file will now include the account number of the customer the return was for. Ver 5.2.88 4-18-2008

27.You can now run the Contract Markup Report and the Contract Transaction Report by customer zone. Ver 5.2.87 4-17-2008

28.You can now print a ACH Authorization form through RTO Pro. This is done from the same screen you enter recurring billing credit card and ACH information. You can edit the form in Printer Setup. Ver 5.2.86 4-17-2008

29.Printer selection has been changed to no longer include printer port information. This should prevent wrong printers being used due to ports not matching (USB printers will sometimes be assigned different port #'s when windows reboots). In earlier versions of Windows you could have the same printer name on 2 different printers on 2 different ports so the port information had to be saved to be sure you printed to the correct printer, Windows XP and above will not let you use the same printer name for 2 different printers. Ver 5.2.86 4-17-2008

30.When running recurring billing the total amounts for credit card and ACH will now be printed on a separate receipt after processing. Ver 5.2.86 4-16-2008

31.You can setup the End of Day report to display automatically instead of printing now. You do this under "Setup" in the End of Day program. Ver 5.2.85 4-16-2008

32.Recurring billing by ACH is now integrated in RTO Pro. Your customers can pay you automatically through their bank accounts with ACH. For information about getting setup for ACH please call 352-383-9375. New payment form of "H" for ACH has been added also. Ver 5.2.85 4-15-2008


33.In the End of Day program you can now setup to have the QuickBooks IIF export files automatically E-mailed to a set address when they are created, you also can optionally have the local file deleted after it is emailed. Ver 5.2.84 4-14-2008

34.In Document Imaging you can now scan multiple pages at once with a document feeder type scanner. Ver 5.2.84 4-9-2008

35.For the retail round to figure in Store Setup if you entered "0.95" instead of ".95" a retail price of $11.00 would round to $10.95 instead of $11.95. Fixed Ver 5.2.84 4-9-2008

36.When you did a print screen from the contract info / payoff screen (F8 from Payment screen) some printers would print one of the information labels across some of the contract information. Fixed Ver 5.2.83 4-8-2008

37.On the contract close screen you were able to change the amount due on the tendered screen and you are not supposed to be able to. This has been fixed. Ver 5.2.83 4-8-2008

38.You can now delete customers from the call list in the Automated Collections Module. This is useful for when you do not want to call certain customers. Ver 5.2.82 4-8-2008

39.On the End of Day if you have it set to create IIF files for import into QuickBooks you can now have retail revenue split by inventory category. For instance if your retail revenue account in QuickBooks is "Retail" and you have retail revenue in inventory categories "APPLIANCES" and "FURNITURE" it would entered into the following accounts in QuickBooks "Retail:Appliances" and "Retail:Furniture". Set this up under Setup in the End of Day program. Ver 5.2.82 4-3-2008

40.On the Revenue by Category report in RTO Pro and in the End of Day the AR Booked breakdown by category was including tax and the AR Paid by category was not, this has been changed so both these figures include any tax. Ver 5.2.82 4-3-2008

41.Added a check box to Inventory Reports to "Skip ALL non-serialized inventory". When you check this box Non-Serialized inventory will not be included in the report. Ver 5.2.81 4-2-2008

42.If you deleted an inventory category it would still show up in the category list from Inventory Inquiry. Fixed Ver 5.2.81 4-1-2008

43.When running the AutoCharge process if you have the Payment function password protected it would prompt you for your password each customer. This has been changed to only prompt you 1 time. Ver 5.2.80 4-1-2008

44.When you used a credit card on file to pay a payment the credit card receipt was only printing the first letter of the card type. Fixed Ver 5.2.80 4-1-2008

45.Ability to use Credit Cards on file as payment added to the Close Contract screen. Ver 5.2.79 3-31-2008

46.You can now automatically use credit cards on file for a customer to pay payments from the payment screen or to pay on retail sales screen. At the tendered screen just click on the "Use credit card on file" button. Note you have to use X-charge for credit cards to use this feature. To find out more about processing credit cards through your computer using X-charge call 352-383-9375. Ver 5.2.78 3-28-2008

47.If you did an inventory inquiry by a category that had an apostrophe in it an error would be generated. Fixed Ver 5.2.77 3-27-2008

48.When loading a loaner if you pushed F6 to finish before you were on the end screen it would generate an error. Fixed Ver 5.2.77 3-26-2008

49.In Store Setup under the contracts tab there is a new setting to enable auto selecting of agreement templates based on the customers state. This can be used by stores who have customers in multiple states and have different agreements for different states. If this box is checked and the customer state field is "FL" the agreement file used for the contract would be "C:\rtowin\docs\FL agreement.rtf". To use this feature you need to make sure the appropriately named agreement files are present in the Docs sub folder on the server computer. Ver 5.2.76 3-26-2008

50.You can edit Petty Cash Payout categories from the Petty Cash Payout screen now. To edit the categories click on Function Keys>Edit Petty Cash Categories from the Petty Cash screen. Ver 5.2.76 3-24-2008

51.The End of Day program can now create IIF files with deposit information for import into QuickBooks or any other accounting software that supports IIF import. Under Setup for the End of Day you can enter your account name information from QuickBooks so the IIF files will import with the correct account information. Ver 5.2.75 3-21-2008

52.If you have RTO Pro setup to login at startup and you login as a high level and do a transaction that required a higher level access then try to login as a lower level employee you would have to exit RTO Pro first. Fixed Ver 5.2.75 3-20-2008

53.The rate screen in Load Rentals and Leases has been rearranged slightly to make it easier to navigate and understand. Ver 5.2.75 3-18-2008

54.If you use a Metrologic Optimus scanner in Inventory Control and tried to read from scanner when the scanner has a lot of scans in it (over 100) it would cause an error. Fixed Ver 5.2.74 3-19-2008

55.There is a new field on Inventory Labels/Price tags, "{cashdif}". This is cost of lease which is the difference between the contract amount and the cash price. Ver 5.2.74 3-17-2008

56.You can print Stock Barcodes in font size 20 and 25 now, the default size is 30. This is useful when using small labels. To use the new sizes you have to manually edit the field name on your label file from "STOCK-BC" to either "STOCK20-BC" or "STOCK25-BC". Ver 5.2.73 3-14-2008

57.The function security level setup screen in Security has been redesigned with the new style property grid. Also added the ability to password protect reducing late fees from the payment screen. Ver 5.2.72 3-14-2008

58.The Automated Collections Module can now be used to call and play a message for ALL customers in your database. This can be used for marketing purposes. Ver 5.2.71 3-13-2008

59.You can now close out Rent to Rent agreements as charge off or skip. The amount due will be the cash price of the inventory + tax + any other charges due. Ver 5.2.71 3-13-2008

60.The Calculator quicklaunch button (Alt-1) will be visible on all screens in RTO Pro now. 5.2.71 3-13-2008

61.If you have RTO Pro set to login at startup and the user does not login, when you attempt to access any menu's that require you to login you will now be automatically taken back to the login screen. Ver 5.2.71 3-13-2008

62.You can run the Sales Tax Report by customer zone now. Ver 5.2.70 3-12-2008

63.The term "balance" on Depreciation Reports has been changed to "RBV", which stands for remaining book value which is the balance of cost left to depreciate. Ver 5.2.69 3-7-2008

64.The Inventory Control Module has been redesigned with the same advanced grid that is used in custom customer reports. You can choose multiple sort fields now and also group by fields and rearrange the fields. Ver 5.2.68 3-6-2008

65.The RTO Pro SendMail function can now send email via SSL on port 465 (Required by some ISP's). Ver 5.2.67 3-5-2008

66.If you were viewing a multi-page report in the RTO Pro viewer and scrolled down to the bottom of a full page then hit the "End" key to go to the last page and if the last page was a partial page, the page would not display. Fixed Ver 5.2.67 3-3-2008

67.You can now print the last 3 payments a customer has paid on their invoice. The new field {history} can be placed anywhere in the invoice form. Ver 5.2.66 3-3-2008

68.Teletrack reports will now be displayed in Windows Notepad. Some very long reports were not displaying correctly in the internal viewer. Ver 5.2.66 3-1-2008

69.You can now print the print date on inventory labels and price tags. Ver 5.2.65 2-29-2008

70.In the Sendmail function where you setup a user name and password for the SMTP settings the password will now be hidden to prevent unauthorized personnel from having your email password. Ver 5.2.65 2-28-2008

71.Report file names will now be formatted like "Report001.rpro" instead of "Report.001", this will make it easier to open the reports when emailing them to your Home Office, etc.. Receipts will be named the same way also. RTO Pro will also be associated with the "rpro" extension files so if you double click on one of these files it will be opened in the RTO Pro Viewer automatically. Ver 5.2.65 2-28-2008

72.You can now print the Maine required letters "5 day demand" and "right to cure" from the On Screen Account Manager (OSAM) Ver 5.2.64 2-25-2008

 

 

 

 

 

 

Update No. 5.2.63  2-19-2008 RTO Pro Windows XP, Server 2003 and Vista

 

Above is a screenshot of the RTO Pro Main Menu with the new Ribbon Bars. Click the thumbnail for the full size image.

Note: This version of RTO Pro requires a screen resolution of at least 1024x768.

1.Updated RTO Pro custom controls for better compatibility with mixed version of RTO Pro on one computer. Ver 5.2.63 2-19-2008

2.The On Screen Account Manager (OSAM) now displays the # of days late the customer is. It goes by the latest open contract. Ver 5.2.62 2-15-2008

3.In Store Setup the setting to add a per day per inventory item late fee was not displaying the setting correctly since the change to the Store Setup layout. Fixed Ver 5.2.61 2-14-2008

4.The Sales Tax Report would generate an error if you did not have a city or county rate entered for the tax zone. This only occurred since city and county tax were added to the tax zones and if you use tax zones. Ver 5.2.60 2-14-2008

5.On Inventory Labels / Price tags there is a 4th prompt field now. When a prompt field is used on a label you will be prompted to type in what you want to print in that space. Ver 5.2.60 2-13-2008

6.In recurring billing the total amount charged and the total amount entered as payments will now be displayed when processing is finished. Ver 5.2.59 2-11-2008

7.If you had a model or serial # with an apostrophe in it it would cause an error when running a contract transaction report that included that item. Fixed Ver 5.2.58 2-8-2008

8.You can now setup customers for Recurring Billing (Auto pay payments on a credit card), you have to use X-Charge for your credit card processing in order to use this new feature. Credit card information is stored with strong encryption so it cannot be retrieved after being saved except for the last 4 digits. When recurring billing is ran it will automatically charge the credit card on file and enter the payment all in one step for all customers who are setup to be AutoCharged and who are due to be charged. In Store Setup under the Credit Card tab you can also setup to be reminded daily to run the recurring billing process. For more information about X-Charge and processing credit cards through your computer without having to purchase or lease expensive equipment call 352-383-9375. Ver 5.2.56-5.2.57 2-7-2008

9.The credit card process screen will now accept a card swipe no matter what text box has the focus. Previously you could only swipe a card when the credit card number text box had focus. Note this only applies if you use X-Charge to process credit cards. For more information about processing credit cards through your computer without having to purchase or lease expensive equipment call 352-383-9375. Ver 5.2.56 2-5-2008

10.The Cash Advance Analysis Report now has a section with information to make it easy to fill out the Florida Deferred Presentment Providers Quarterly Report. Ver 5.2.56 1-31-2008

11.Social Security numbers will now be encrypted in the databases with a strong encryption algorithm. This would prevent the loss of customers social security numbers to an external source. Ver 5.2.56 1-27-2008

12.In Inventory Maintenance when doing a BOR status change (changing an item to count as BOR or not) you will now be prompted before the change is made. Previously clicking F8 would change the status with no prompt which made it possible for people to change it without knowing they did if they click the wrong button. Ver 5.2.56 1-24-2008


13.For Cash Advance Loans you can now force the entry of a state transaction / approval # before a new loan can be added (Store Setup, Cash Advance tab). You can also print this transaction number on Cash Advance agreements. Also for Cash Advance loans the Bank field will fill in automatically now from info on customer app. Also the customers pay, payperiod and where they work will be displayed toward the bottom of the screen for verification purposes. Ver 5.2.55 1-18-2008

14.You can now password protect switching out of inventory on a contract when the new inventory has less than 50% revenue of the old item. Ver 5.2.54 1-17-2008

15.Changed installer to Installshield 2008 which should work better in most Windows versions / configurations. 1-16-2008

16.On the Customer List report there is now a button you can click "Display all customer records", that will display ALL customers in a customizable report form. On the customizable form you can rearrange the fields, choose sort order and have only the fields you want displayed. You can also export records from this report. Note this report only shows customer info, not info about the customers contracts. Ver 5.2.53 1-15-2008

17.If you use X-Charge for credit cards and you refund a transaction that was paid by credit card the X-Charge interface will be launched automatically so you can refund the credit card if you need to. To find out about using X-Charge to process credit cards in RTO Pro call 352-383-9375. Ver 5.2.52 1-14-2008

18.Changes were made for Colorado Cash Advance laws. In payment history new loans will display the C/A fee. When a customer converts to a payment plan there will be a history entry for it. Ver 5.2.51 1-10-2008

19.The Automated Collections Module is now available for purchase. The Automated Collections Module (ACM) can be used to call your overdue customers unattended and play pre-recorded messages The ACM demo is now included with RTO Pro and can be launched from the Main Menu (Alt-A). Ver 5.2.50 1-9-2008

20.On the Sales Tax Report if you cash checks the fee was being put in the 0% tax line even if you had these fees set to taxable. The tax was being shown on the report but it was putting it in the wrong column. Fixed Ver 5.2.49 1-8-2008

21.You can enter messages to be printed at the bottom of receipts now. There is a separate place to enter messages for payment receipts and retail sale receipts. You enter these messages under Payment Messages (Setup Menu option 4). They are unlimited in the size but they should be no more than 40 characters wide. You have to use a receipt printer or have your receipts formatted for a receipt printer (in printer setup under the receipts tab). Ver 5.2.48 1-6-2008

22.The F12 Switchout button was not working in Inventory Maintenance since change to ribbon bars was made. Fixed Ver 5.2.47 1-3-2008

23.For inventory depreciation you can now setup a inventory agent named "ALL AGENTS". If you use this agent it should be the only agent setup to depreciate and when you run depreciation for this agent it will depreciate all inventory together on 1 report. This is useful if you wish to use the Inventory Agent field for something like a supplier. Ver 5.2.46 1-2-2008

24.In Canada GST and PST will be broken down and separated on receipts for retail sales (Note this is only if you use a receipt printer or you have your receipts formatted for use with a small receipt printer.) Ver 5.2.45 12-31-2007

25.When printing forms with a zip barcode (postnet barcode of a zip code), if the zip code was a Canadian postal code or any zip with illegal characters for a postnet barcode the barcode would be printed with "[]" characters which cannot be read by the post office. This has been changed to skip barcode printing on zips with anything other than the following characters "-0123456789". Ver 5.2.45 12-31-2007

26.Better handling of hokeys for inventory. Hokeys in inventory is a company wide # that is used to uniquely identify inventory in the RTO Pro Home Office. This key is made unique by embedding the store # in the key thus making sure the same # is not used in multiple stores for different inventory items. When RTO Pro internally creates a new hokey when receiving inventory, it will now check the # against inventory that has been transferred out to make sure the # is unique. This should eliminate duplicate hokey messages at Home Office. Ver 5.2.44 12-28-2007

27.Better handling of canceling prints. If printers are not setup and you attempt to print something then hit cancel when asked to select a printer it would generate an error. Handling of this has been improved so that it cancels without an error. Ver 5.2.44 12-28-2007

28.Tax Zones for destination based tax states has been improved. The that is used to select tax zones and add/edit tax zones has been redesigned with a grid that can be sorted however you like by clicking on the header of the column you wish to sort by and it can be sorted ascending or descending. You can also enter the City, County and State tax rates now and the sales tax report will break down the tax collected for each area. Ver 5.2.43 12-27-2007

29.In the EOD the user totals were being added wrong for AR sale payments with other charges. Fixed Ver. 5.2.43 12-27-2007

30.If your screen resolution is too low or your font size is set to very large in Windows the ribbon bar would not display all the buttons because they would not all fit. This has been changed so that if the buttons will not fit they will be available through a dropdown button that will display "Toolbar", or "Launcher", depending on which group is not visible. You can click on the drop down button and then click on the button. (Note this change will not be noticeable to most users, mainly to users who have fonts set to extra large in Windows).  Ver 5.2.42

31.In Store Setup under the "Other" tab there is now an option that you can set to make the "Map It" feature link to map.google.com instead of map.yahoo.com. Ver 5.2.41

32.Map It feature. On the payment, customer inquiry, new rental, new sale and delivery/pickup screens there is now a button "Map It", that will open your internet explorer and get a map and directions to the customers address. Ver 5.2.40

33.On the Payment Screen the "+ New Contract" button was not working. Fixed Ver 5.2.40

34.There are 3 new fields that you can use on Inventory Labels/Price Tags, they are "prompt1", "prompt2" and "prompt3". When you use these fields on a label you design you will be prompted to type what you want to print in those spaces. These fields can be used for anything but the most common use would be for when the built in pricing does not match the price you want to print and you just want to enter a price manually. Ver 5.2.39

35.You can now take deposits while loading a retail sale, you can also use any previous paid deposits to pay for retail sales. Ver 5.2.38

36.On the EOD (end of day) report there is now an option to get credit card totals from X-Charge and include them in the EOD report. Previously this was automatic if you used X-Charge, now you can turn the option on or off. (This only applies if you use X-Charge to process credit cards. Call 352-383-9375 if you want to find out about processing credit cards in through RTO Pro with X-Charge.) Ver 5.2.38

37.Fixed some access key conflicts that were introduced with the new ribbon bars. In payments and OSAM the shortcut key for loaner inquiry "Has Loaner" button has been changed to ALT-H. ALT-C for More Comments was assigned to another button also by mistake. Fixed Ver 5.2.37

38.Added Avery 8987 for a label selection from Customer Listing / Overdue Report. Ver 5.2.36

39.The formula to determine when a Colorado Cash Advance is supposed to be offered a payment plan option has been changed to better handle concurrent loans. Ver 5.2.34 - 5.2.35

40.When you edited a time record in the Time Clock the clock out date would bring up 1899 for the year. Fixed Ver 5.2.33

41.Contract transaction report has been redesigned so that the closed section will be ordered by the date closed. Ver 5.2.33

42.In Store Setup under the late fee tab the max late fee was not being disabled for the per payment option. This is only available for per payment by % and per day late fee structures. Ver 5.2.33

43.Since the change to the new new ribbon bars the following fixes were made: Letter comments were not being added to comments from OSAM. If you clicked on the Has Loaner button it would generate an error.  Enter button on Cust. Maint screen was not working. Fixed Ver 5.2.31 - 5.2.32

44.Fixes were made to new ribbon bar buttons on Customer Inquiry and Inventory Main screens. Some buttons were not working. Fixed Ver 5.2.30

45.On the Overdue Customer Report there is now an option to print a separating line between each customer, this makes the report easier to read. Ver 5.2.29

46.The Customer List report now prints all of the customer's phone #'s. Ver 5.2.29

47.If you use X-Charge for credit cards, the totals processed will be displayed on the End of Day Report screen and also printed on the report. (For info about integrated credit card processing with RTO Pro call 352-383-9375) Ver 5.2.29

48.The Overdue Customer List now prints current late fees due + any previous unpaid late fees. Ver 5.2.28

49.If you use zones for customers and from the On Screen Account Manager (OSAM) you entered a zone without any late customers you would be caught in a loop that would end in an error. Fixed Ver 5.2.28

50.In Store Setup under the Contracts tab there is a new option to force Salesman entry on new agreements. If you check this box you will not be able to load agreements without entering a salesman. You can also enter Salesman when Printing/Preloading agreements now (Point of Sale option 5). Ver 5.2.27

51.The Contract Transaction report can be run for Cash Advance Loan agreements now. This will print Cash Advance Loans that were opened and closed during any date range. Ver 5.2.26

52.Fixed bug when trying to print Pickup Receipts. This bug was introduced when the new ribbon bars were added in 5.2.20 Ver 5.2.26

53.If you have Windows > Display Properties > Appearance > Font Size set to "large fonts" the new ribbon bar on the Payment Screen would not fit unless your resolution is set to higher than 1024x768 and the RTO Pro screen was maximized. The ribbon bar has been modified to automatically choose a smaller font if the full ribbon bar will not fit with the system set font size. Ver 5.2.25

54.Added ability to run Retail Sales Report by salesman. Ver 5.2.24

55.When E-mailing a Inventory Transfer file if the e-mail send fails when you exit you will be prompted where you want the transfer file to be saved so it can be saved on a disk to take to the store the transfer is for. Ver 5.2.24

56.On the Overdue Customer list when you run it as a run sheet type report you now have an option to put only 1 run sheet on each page. Ver 5.2.24

57.On Customer List reports you can now set an option to exclude customers with open contracts when you run a report on customers with closed contracts. Previously this option could only be used when printing labels or form letters. Ver 5.2.23

58.There is a new field that can be used on Inventory Labels/Price Tags. "retailbycon" will print the retail price based on a % of the contract amount. This will only print if you have your store setup to calculate cash price as a % of the contract amount. The % used is the figure you enter in store setup under the contracts tab. Ver 5.2.23

59.If you have the options in Cash Advance to only allow 1 loan at a time, there will now be a new message displayed at the bottom of the Cash Advance screen that shows how many days it has been since this customers last Cash Advance loan. If it has been more than 30 days a message box will pop up prompting to re-verify all information. Ver 5.2.22

60.The RTO Pro interface has been redesigned with Office 2007 style ribbon bars instead of toolbars. The new ribbon bars have quicklaunch buttons at the top that can be accessed by using "Alt-1", "Alt-2" etc. NOTE: You must have your screen resolution set to at least 1024 x 768 to view the entire new RTO Pro screen. Ver 5.2.20

61.Instead of having a separate Launcher to start the RTO Pro utilities the launcher is built into the new ribbon bar on the Main Menu. Ver 5.2.20

62.If you have password protection set to "User Level", where you are prompted for a password when you start RTO Pro you will now be prompted for a password when going past the Main Menu instead of at startup. Also if proper password is not authenticated you will not be able to access any other screens except for the Main Menu. Ver 5.2.20

63.If you have an open retail sale that is paid out then you reverse the payment the contract will be automatically re-opened now. Ver 5.2.20

64.Federal Lease options have been changed as follows for pre-balloon # of payments 1 to 10 payments has a 2 month balloon. 11 To 19 payments has a 3 month balloon, 20 + has a 4 month balloon. Ver 5.2.20

65.The Contract Markup report has average turns at the bottom of the rental section. If you had Cash Advance transaction on the report the average turns figure would be incorrect. Fixed Ver 5.2.20

66.In Canada if the GST and PST tax do not equal a total of 15% the GST and PST tax would not be broke down individually on receipts. Fixed Ver 5.2.20

67.When loading a Cash Advance loan there is only one button to click that will save the agreement and print it in 1 step. Also the bank information entered in the customer info will be displayed at the bottom of the Load Cash Advance screen so it can be verified against the check being taken for the loan. Ver 5.2.19

68.There is now an option for Cash Advance loans in Store Setup to only allow 1 loan. If you check this option and a customer has an open loan or a previous loan they still owe any money on they will not be able to open a new loan. Ver 5.2.19

 

 

 

 

 

 

Update No. 5.2.18  10-22-2007 RTO Pro Windows XP and Vista

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1.The new Service Tickets were not printing the field "{stname}", which is the store name. Fixed Ver 5.2.18

2.The settings in Store Setup are now numbered, making them easier for instructional purposes. Ver 5.2.17

3.Since the changes to the layout of Store Setup the setting to set up early payoff discount individually on contracts was not saving the setting correctly. Fixed Ver 5.2.16

4.If you right clicked on a header in the Task Panel it would give an error, fixed Ver 5.2.15

5.In the RTO Pro Time Clock under edit time you can clock employees in or out now without knowing their password. Note that the edit time function is password protected by default and should only be accessed by managers. Ver 5.2.14

6.There is now an option to hide the new Task Panel in Store Setup, at the bottom of the Store Information section. Ver 5.2.14

7.There is now a field in internal Payment Coupons for regular payment amount that can be used outside of the coupon section, such as in the letter part of the coupon if you have one. Ver 5.2.12 - 5.2.13

8.The old style text only contract options were removed from RTO Pro. There was a button to edit the old style contracts in Printer Setup, it has been removed. This should not affect anybody as the old style contracts have not been used in a number of years, they were left in RTO Pro for backward compatibility. Everybody should be using the new style contracts now. Ver 5.2.11

9.Changes were made for better date handling for foreign date formats. Ver 5.2.10

10.You can re-print non-renewable Cash Advance Loan contracts now. Ver 5.2.9

11.You can print Payment Coupons now without Microsoft Word. Previously you had to have Word to print coupons, now they can be printed in the RTO Pro Word Processor format. In Printer Setup Payment Coupon options have been moved to the Contracts/Main tab. Ver 5.2.8

12.You can now print Service Tickets for inventory you transfer to service. To print service tickets just check the "Print Service tickets" box when doing the transfer. You can edit your service ticket in Printer Setup. You can also print service tickets from Service Inquiry. Ver 5.2.7

13.The selection buttons on list screens (customer selection, inventory selection) have been changed so that they highlight focus and mouse over with color . The color scheme of these buttons has been changed to match the rest of RTO Pro. Ver 5.2.7

14.If you were searching for inventory by category and went to the detail of an item then went back to the inventory list and pressed PgDn the order would be changed. This has been changed to keep the same order. Ver 5.2.7

15.If you transferred a piece of inventory out of your store then back into the same store before the data was sent to your Home Office it wouldn't show up on the transfer report, this has been changed so it will be reported transferred in and out. Ver 5.2.7

16.In the End of Day program Checks Cashed will now be included in the deposit amount. Ver 5.2.7

17.In Store Setup under the DWF/LDW tab you can now setup the Damage Waiver field to handle tire disposal tax or any other 1 time fee with a rental. When you check this new option DWF fees will only be charged on the down payment and not on subsequent payments. Ver 5.2.6

18.In Store Setup under the Store Info tab you can set the visual theme and behavior of the task bar. This allows you to customize the task bar with the color and style you like. You can also set it to be on the left or the right side of the screen. If you maximize the setup screen now the settings box will enlarge to fill the whole screen now also, making it easier to see all the settings. Ver 5.2.5

19.If your screen resolution is high enough (1024 x 768 or higher) there will now be a Task Bar on the right side of all screens in RTO Pro. You can click on any of the menu items to go directly to your selection from anywhere. You can also drag and drop any item into the "My Menu" section so the functions you use most are easily accessible. To remove a item from the "My Menu" section right click on it and click "Remove this item". A screen shot of the task bar is on the right. Ver 5.2.4

20.Store Setup has been redesigned in a grid format. Explanations of each setting are displayed at the bottom of the grid when the setting is selected. Ver 5.2.3

21.When printing form letters from Customer Listing the zip barcode and alternate name fields were not printing. Fixed Ver 5.2.2

22.The RTO Pro Inventory Control Module now works with Metrologic Optimus Portable Data Collectors/Bar code Scanners. We have these available for sale in USB models. Ver 5.2.1

23.With the recent changes to the Contract Transaction Report if you ran a report with no contract transactions an error would be generated. Fixed Ver 5.2.0

24.The RTO Pro custom control files were changed to be installed into the Windows System directory instead of the program folder. This eliminates problems if you have RTO Pro and Home Office installed on the same computer or multiple copies of RTO Pro installed on the same computer and update one and not the other when there are changes to these files. Ver 5.2.0

25.The Contract Transaction report will now print the total rent paid to date, rent paid down, other charges paid down, totals and average. Ver 5.1.98

26.In counting consecutive Cash Advance Loans with the Colorado rule if a transaction was reversed it was still being counted as a consecutive loan. Fixed Ver 5.1.97

27.You can now enter the customers pay period, pay amount, how they heard about you, bank name, bank phone and bank account number on the Customer Application screen. Ver 5.1.96

28.In Security the deleted inventory records are now displayed in the same format as the Custom Inventory Report, you can re-arrange the fields, choose the sort order, print the records and save the layout you like. You can also delete the records now which is useful if you have a lot of old records that you do not need anymore. Note the Transfer Report gets info from this file so if you delete records it could cause changes in that report. Ver 5.1.95

29.You can now run the Contract Markup Report and the Contract Transaction Report by Salesman. Ver 5.1.94

30.The Retail Sales Report and the Income Summary Report will now print the salesman for each sale. The EOD summary report will print salesman info for retail sales. Ver 5.1.94

31.If you did an advanced customer search and then ran a custom inventory report the customer search results screen would be displayed. Fixed Ver 5.1.93

32.On the On Screen Account Manager (OSAM) there is now a check box to leave more comments open. If you check that box you can keep the more comments screen open and you can keep the focus on More Comments, also you can push PG DN or PG UP to browse through customers even when the focus is on more comments. Any changes to more comments will be saved when you push PG UP or PG DN. This new feature is very useful if your screen resolution is high enough to fit the OSAM screen and more comments on your screen. Ver 5.1.92

33.You can now double click on the yellow backup reminder line on the Main Menu of RTO Pro and you will be prompted if you want to quit being reminded about backing up your data. If you choose yes the backup reminder will not be displayed anymore. Note you should only do this if you backup your data with some other utility other than RTO Pro Backup. Ver 5.1.92

34.If you had auto comments to be posted to more comments automatically and printed a letter from OSAM or Customer Inquiry the comments would not be posted to more comments. Fixed Ver 5.1.91

35.Changed the Custom Inventory Report so that when it is loaded the last saved or loaded layout will automatically be used. Ver 5.1.90

36.Upgraded the results page for Advanced Customer search feature so that it is the same as the Custom Inventory Report. It can now be customized and printed. Ver 5.1.90

37.Added a new field to Contracts database that stores the date a pickup is scheduled for a contract. This will be filled in automatically when you print a pickup receipt. You can also run a report from the overdue customer report screen that will print customers with contracts that were scheduled for a pick up and have not been picked up yet. Ver 5.1.88

38.You can now enter a salesman for new sales and rentals and you can run revenue reports and overdue reports by salesman. Ver 5.1.88

39.Added the ability in Printer Setup for receipts to select a paper tray to use. This is for use with printers with multiple paper trays when you want to use a different tray for receipts. Ver 5.1.88

40.RTO Pro Installer now uses Advanced Installer which works correctly with Windows Vista in all UAC configurations. Ver 5.1.87

41.Changes were made in the numbering system for file names for storage of receipts and reports to make it compatible with multiple user accounts in Windows Server or with any other version of Windows using multiple user accounts. Ver 5.1.87

42.Changes were made for Cash Advance loans for Colorado Ver 5.1.83 to 5.1.86

43.The Overdue Customer Report now has the total contract balances at the end of the report. The Customer List Report now has the original contract amount totals broken down by contract type at the end of the report. Ver 5.1.83

44.In recent updates changes were made in the payment screen that would allow you to take more than is due on an NSF check. Fixed Ver 5.1.82

45.When the recent changes were made to More Comments (Ver 5.1.62) if you send data to a RTO Pro Home Office it could cause your Home Office to get records not matching messages. Fixed Ver 5.1.81

46.You can print zip postnet barcodes on Invoices, letters and NSF letters now. To print the zip barcode all you have to do is add the "zipbarcode" field to your invoice or letter form, it should go right below the "city state zip" line. Ver 5.1.80

47.In Store Setup under the Tools menu there is now an option that you can use to set all of your open contracts to be billed. Ver 5.1.79

48.On the End of Day program you can now set it up to automatically send the end of day information to your home office via Internet FTP without any user interaction. You can turn this option on in setup on the EOD program. Ver 5.1.78

49.The customer listing report now has a closed contract summary on the last page. This summary shows the total # of closed contracts, the # picked up, paid out and charged off and the percentages of each. Ver 5.1.78

50.If you use X-Charge the button to start X-Charge on the Point of Sale menu wasn't starting the X-Charge interface. Fixed Ver 5.1.77

51.If you inserted a picture in more comments and saved it, then went back into more comments and only deleted the picture and didn't make any other changes and save it, the picture would not be deleted. Fixed Ver 5.1.77

52.On the Payment History screen there is now a new button and a menu item (ALT-R) that you can click to reverse the selected transaction. This will take you to the reverse transaction screen and fill in the required info to reverse the transaction. When you reverse the transaction or exit the reverse screen you will be returned to the history screen. Ver 5.1.75

53.If you went to history from the payment screen and reversed a payment the payment screen would not be updated with the current info. Fixed Ver 5.1.76

 

 

 

 

Update No. 5.1.74  7-5-2007 RTO Pro Windows XP and Vista

1.Upgrade bug fixes Ver 5.1.72 to 5.1.74

2.On the Payment Screen there are 2 new buttons in the top left of the toolbar that will go to Contract Maintenance and to load a new agreement for the current customer. For the New Agreement button the load screen displayed will be the load screen to match the first customers contract on the payment screen. Ver 5.1.71

3.On the Payment screen there is a new button on the top left of the toolbar that will go to the Contract Close screen for the current customer. Ver 5.1.70

4.If a customer has a Payment Plan Cash Advance they will not be able to open a new Cash Advance loan now. Ver 5.1.70

5.In the More Comments screen there is now a button you can click on to paste the date and time. Ver 5.1.70

6.When you reverse a NSF check load the contract will be closed automatically now. Ver 5.1.69

7.If you used a color scheme in Windows other than the default some text boxes would be blacked out. Fixed Ver 5.1.69

8.The Cash Advance Payment Option for Colorado has been changed to count multiple concurrent loans as only 1 consecutive loan. Ver 5.1.68

9.There is now an option to Calculate Cash Advance Loan fee as follows: Loan Amount X (Loan days/Days in month X .2) with a min. of $30.00 (Wyoming law) Ver 5.1.66 to 5.1.67

10.You can now have comments that are automatically entered such as when printing a letter, invoice etc, entered automatically into More Comments also. This setting is in Store Setup under the Other tab. Ver 5.1.63 to 5.1.65

11.The More Comments screen has been changed so that you can insert pictures, tables and use different fonts and font colors. It can also hold up to 1 billion characters now. It has also been changed to display maximized automatically. When displaying more comments from OSAM the size and position of the screen will be saved and re-used for use from OSAM (On Screen Account Manager). Ver 5.1.62

12.Some states require a payment plan option for customers who have consecutive cash advance loans, changes were made for these requirements. Ver 5.1.61

13.When closing out a rent to rent agreement, a negative amount would come up as the amount due. Fixed. Ver 5.1.60

14.On the advanced search screen from payments the enter button had to be clicked instead of just pushing the enter key on the keyboard. Fixed Ver 5.1.59

15.The End of Day report will print a "*" to the left of customer names for Cash Advance Loan customers, if it is their 1st Cash Advance Loan with your store. Ver 5.1.58

16.On the End of Day / Deposit report you can now track your cash drawer balance instead of tracking shortage. You can also setup Cash Advance Loan amounts to be deducted from the drawer. Ver 5.1.57

17.To change the BOR status of an inventory item or to change a inventory item from rental/retail you will now be required to enter a password if Inventory Maintenance is password protected. Ver 5.1.57

18.When editing records in the Time Clock there is now a button to "Add Lunch". This makes it easy to add a lunch break to someone's time records if they forgot to clock out for lunch. Ver 5.1.57

19.When receiving inventory after you add a new model you would be prompted if you want to add the new model #. This has been changed to just assume you do and it continues to the model master screen where you enter the info about the model. You can still cancel adding the model # by escaping from the model master screen. Ver 5.1.56

20.If you used customer zones that were over 3 digits long the last digit would be cut off if you made any changes from Customer Maintenance. Fixed Ver 5.1.56

21.You can now charge a Verification / Other fee on non-renewable Cash Advance Loans. Reports have been changed to show this fee. Ver 5.1.56

22.The color scheme has been changed to be uniform throughout RTO Pro. Ver 5.1.52

23.When you refund a payment that had Bonus Bucks spent in it, the Bonus Bucks amount will now be displayed on the screen. Previously it would only show on the receipt. Ver 5.1.52

24.The depreciation reports have 2 new figures on them now.  The first is " Total COST of ALL inventory fully depreciated on this report: ", this is the total cost of all inventory that was fully depreciated on this report either because of being sold, charged off, etc or just at the end of its depreciation term. The second is " Total COST of ALL inventory NOT fully depreciated: ", this is the cost of all inventory still actively depreciating. These figures can be used to adjust asset accounts. Ver 5.1.52

25.You can automatically e-mail the End of Day report separately now even if you send data to a RTO Pro Home Office. Set this up in Setup in the  End of Day program. Ver 5.1.52

26.On printed contracts partial payments for total number of payments and payments paid/remaining will now be printed to hundredths (2 spaces to the right of the decimal). Previously they were rounded using standard rounding rules to whole numbers. Ver 5.1.52

27.You can save the layouts of the Custom Inventory Reports. This allows you to easily create reports with the fields you want and in the order you want them, then re-use the layouts on any future report you run. Ver 5.1.51

28.There is now a Custom Inventory Report Viewer that allows you to edit the layout of inventory reports. Ver 5.1.50

29.You can now run Revenue Comparison Summary reports. From the Summary Report screen you click on the "Go to Comparison Report" button. You can enter up to 3 date ranges to run the report for or if you leave all the date fields empty the report will run with the following date ranges. Month to date compared to last month to date, month to date compared to last year month to date and year to date compared to last year to date. Ver 5.1.48

30.The Income Projection Report will now project out up to 37 months. Ver 5.1.47

31.When you view reports onscreen, the viewer will now scroll in response to the mouse wheel. Ver 5.1.47

32.On the End of Day / Deposit Report you can include a Revenue Comparison report that shows revenue month to date and year to date and compares it to last month to date, last year to date and last year month to date. Ver 5.1.46

33.When adding new Categories you will not be allowed to use characters such as "* / \ [ ] { } ! @ $ % ^ & *" these characters can cause problems when searching for the record in the database. Ver 5.1.46

34.Receipts for partial payments on NSF checks will always show the balance due now. Ver 5.1.46

35.If you added a letter to the letter list (Customer Menu Option 5 - Edit Letters) and it had a file name longer than 35 characters you would not be able to print it. Fixed Ver 5.1.45

36.In the SendMail utility if you did not have a user name and password entered you could not send e-mail, even if your ISP doesn't require a user name and password. Fixed Ver 5.1.44

37.The following enhancements have been made to the RTO Pro Word Processor. Note the RTO Pro Word Processor is what you use to create or edit agreements, letters, invoices etc. Ver 5.1.43.

Vertical Ruler Bar has been added with which the user can set the top and the bottom page margin, the position and the height of headers and footers and the height of table cells.

Tool Bar Design The Word Processor tool bars now support the Windows color schemes that can be selected through the system settings.

Paragraph Formatting dialog box for setting paragraph attributes. Additional features have been added to set paragraph frames and textflow options like Keep with next paragraph, Keep lines of paragraph together, Page break before paragraph and Widow/Orphan control.

Clipboard Import:  RTO Pro Word Processor now imports HTML formatted text from the clipboard.

Anchored Images: In prior versions images could either be inserted as a single character or geometrically positioned relative to the complete document. Now a third method is supported that is called 'anchored to a paragraph'. This means that the text still flows around the image but the geometrical position is relative to the paragraph to which it is anchored. If other text is inserted in front of this paragraph the image is moved with the text.

Text Frames: RTO Pro Word Processor now supports text frames. A text frame is a rectangle that can be filled with text by an end-user and that can be edited like the main text. A text frame can be positioned like an image, either geometrically or as a single character. Geometrically its position can either be relative to a paragraph to which it is anchored or relative to a document's page.

Image and Text Frame Attributes: Two new built-in dialog boxes have been added to allow attributes of images and text frames to be changed. It can be used to set general attributes, such as size, text wrapping, scaling and text distances. Furthermore, special attributes of images like file name, format, resolution and compression for image export, and special attributes of text frames like background color and frame attributes can be set.

Image and Text Frame Mouse Interface: A new mouse interface for images and text frames is available. They can be moved and sized in every insertion mode. A selection frame with size handles shows the current selection state.

Table Formatting: Additional features have been added to give end-users more control of how tables are formatted at page breaks. A forced page break can be inserted in a table at each character position using the CTRL+ENTER key combination. This moves the complete table row to the next page. Additionally, a table row can receive a new formatting attribute determining that the complete row is moved to the next page, if at least one line of text is on the next page. Furthermore, a height can be specified which is the table row's minimum height. If more text is inserted, the height grows as necessary.

Table Splitting: A table can be split below or above the table row containing the current input position.

PDF Document Security: You can now set standard PDF security features for PDF file exports. Both passwords can be set: a user password to allow document opening and a master password to allow modification of the current access permissions.

 

38.You can now set APR on Cash Advance Loans to calculate according to Arkansas requirements. Ver 5.1.42

39.The Help system has been converted to HTML Help instead of Winhelp. Winhelp is not supported on Windows Vista unless you download a file from Microsoft's web site. Ver 5.1.41

40.If you closed a contract that was over 1 payment past due sometimes the past due amount would show differently than on the payment screen. Fixed Ver 5.1.41

41.The History screen will now emulate the old history list if your press a letter it will go to the next receipt that starts with that letter. Ver 5.1.41

42.If you had RTO Pro maximized and you go into history it would cause an error since version 5.1.39. Fixed Ver 5.1.41

43.From the contract detail screen from Customer Inquiry or Contract Info from the Payment Screen you can now click on "Close Contract" on the menu bar to go directly to the Close Contract screen to close any open contract. Ver 5.1.40

44.Background colors have been changed on many screens for a more uniform look throughout the program. Ver 5.1.40

 

 

 

 

Update No. 5.1.39  3-12-2007   RTO Pro Windows 95/98/ME/NT/2000/XP/Vista Version

1.The payment history screen will now resize the height automatically to match the width if your screen resolution is high enough. Also the grid that displays the transactions will now resize if the user resized the form manually. Ver 5.1.39

2.Inventory list and customer list screens background color has been changed. Ver 5.1.39

3.Bug fix for ver 5.1.38 when loading a new rental. Ver 5.1.39

4.Transaction time and check number for payments by check are now saved in the history data file. The history screen now shows this information also. Ver 5.1.38

5.The history screen has been redesigned to display information in a grid. When your screen resolution is high enough the window size will automatically be resized so that the new transaction time and check number information fits on the screen. If your screen resolution is not high enough you can see the transaction time and check number by using the scroll bar at the bottom of the history grid. Ver 5.1.38

6.Revenue is now credited to inventory as payments are made instead of waiting til the contract is closed out. Ver 5.1.38

7.E-mail and language fields have been added to customer database. Ver 5.1.38

8.From the payment screen when you go to contract info then to inventory detail if there is more than 1 inventory item on the contract the inventory detail screen will display the current item you are looking at above the "Next Item" and "Previous Item" buttons, for example: "2 of 8". Ver 5.1.38

9.When moving due dates, on rare occasions the wrong customer name would be printed on the receipt. Fixed Ver 5.1.37

10.When you have moving system dates and accessing RTO Pro password protected, date moves will now be checked before transactions are performed. This will prevent someone from going into RTO Pro and then changing the system date and entering a transaction. Ver 5.1.36

11.You can enter a user name and password for the SendMail interface now if your SMTP server requires authentication. Ver 5.1.34

12.The Print Utility (F5 from Main Menu) now displays a list of past Flip and Depreciation reports for easy viewing and reprinting. Ver 5.1.33

13.For late fees per payment and per payment by% of the payment, you can now set it to only charge 1 late fee no matter how many payments the customer is late. Ver 5.1.32

14.The customer list report will now print the average original length of contracts. Ver 5.1.31

15.The performance report on the end of day/deposit report will now print the total Deposits. Ver 5.1.31

16.The customer list report will now print the total customer Deposit balances and also the Deposit balances for customers included on the report. Ver 5.1.31

17.You can now print the alternate customers name on Delivery receipts. Ver 5.1.30

18.You can now print the alternate customers name on letters. Ver 5.1.30

19.A button to access the SendMail interface has been added to the Main Menu. Icons were changed on the payment and calculator buttons throughout the program. Ver 5.1.30

20.Any report or receipt can now be E-Mailed from the viewer with the new SendMail interface. To E-Mail a report just choose display and then click on the E-Mail button in the viewer. For receipts you can go to the print utility to view the receipt and then click on the E-Mail button. Ver 5.1.29

21.You can send Home Office files via E-Mail now with the new built in SendMail interface. Also if you do not send files to a RTO Pro Home Office you can setup to have the end of day report E-Mailed to whoever you want. Ver 5.1.28

22.You can now E-Mail inventory transfer files from RTO Pro with a SendMail interface that is now built in. Ver 5.1.28

23.The Sales Tax report was adding extra rows if you used Tax Zones and Deposits, these extra rows were all zero’s and did not affect the tax report figures. It has been modified to remove these extra rows. Ver 5.1.27

24.From the Inventory selection screen on new rentals and retail sales screen you can now search inventory by the description. Wildcards (*) can also be used. Ver 5.1.26

25.From the Inventory Inquiry screen you can now search inventory by the description. Wildcards (*) can also be used. Ver 5.1.25

26.There is now a field you can use on invoices that will print "NO CHECKS ACCEPTED." For customers you have marked to not accept checks. Also run sheets will now have printed on them "No Checks" for these customers. Ver 5.1.24

27.If you ran the customer list report by birthday range and the date range spanned a year no results would be returned. Fixed Ver 5.1.24

28.When you click on the "Select" button to select a form letter to send from customer listing or overdue customer report it will now bring up the same letter screen as from the on screen account manager instead of just a file selection dialog. Ver 5.1.23

29.You can now use the fields "other due", "total due", "due date" and "next due date" on letters that you can print from customer listing and overdue customer report. Previously these fields could only be used from the payment screen or from OSAM. Ver 5.1.22

30.There is a new contract field available for the normal payment amount including tax. Ver 5.1.21

31.When loading a retail sale and new rentals you will be prompted for password at the end of the transaction instead of the beginning. This was changed to ensure proper employee revenue tracking. Ver 5.1.20

32.Changes were made to the sales tax report for stores in Canada. Ver 5.1.20

33.If your late charges were setup per day with a maximum and you set the option to count only open days in the grace period, everyday was being counted instead. Fixed Ver 5.1.20

 

 

 

 

 

Update No. 5.1.19  11-7-2006   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.The service transfer report will now show the inventory stock #. Ver 5.1.19

2.You can now edit IC date and IC location from Inventory Maintenance. Ver 5.1.19

3.The report section in the Time Clock module was only letting you go back 10 pay periods for report dates, it has been changed to 500 pay periods back. Ver 5.1.18

4.You can now password protect access to RTO Pro if the system date has been set back in time. Ver 5.1.18

5.The TeleTrack report function will display more detail information about connection errors to make it easier for TeleTrack to debug connection problems. Ver 5.1.17

6.When the list screen behavior was changed in Ver 5.1.14 it created a situation where if you clicked on the bottom item in the list with the mouse the wrong item or customer would be selected. Fixed Ver 5.1.17

7.If a customer has a Deposit or Suspense balance this amount will be printed on Customer List reports now. Ver 5.1.16

8.In rare instances when moving a due date the history would show the wrong name. Also in rare instances when loading a Cash Advance loan the history would show the wrong name. Fixed Ver 5.1.16

9.Refunding a customers deposit is now password protected at the same level as refunding a payment. The user or operator will now be recorded with the transaction also. Ver 5.1.15

10.For stores in Canada the PST and GST tax rates were not being saved in store setup. Fixed Ver 5.1.15

11.On the list screens (customer and inventory selection list screens) the behavior has been changed for when you navigate with the up and down arrows. Previously if you were at the last item in the list and arrowed down it would go to the top item in the list and stay on the same page, it will now advance to the next page and be on the top item on that page. When you arrow up from the top item the previous page will now be displayed and focus will be on the bottom item on that page. Ver 5.1.14

12.You can now print the alternate or 2nd customer name on invoices. Ver 5.1.13

13.The font color has been changed from yellow to black, to make it easier to read on the agent list on the inventory load screen. Ver 5.1.13

14.When setting late fees you can now have the late fees rates be plus tax instead of including tax. There is a checkbox you check in Store Setup under the Late Fee tab to enable this. Ver 5.1.12

15.When reversing a payment the user or operator was not being recorded. Fixed Ver 5.1.11

16.You can now password protect Petty Cash Payouts. Ver 5.1.10

17.The EOD totals by user were not being totalled if the user had only 2 letters in the user name. Fixed Ver 5.1.10

18.When transferring in an inventory item if an item with the same model and serial number is already present you were prompted to enter a new model or serial #. When prompted it would allow you to enter a blank model and serial #. This has been changed to not allow this. Ver 5.1.10

19.In the Setup of the End of Day report you now have the option to have revenue broke down by user. This will allow you to have separate drawers for employees and be able to check shortages by employee. Ver 5.1.9

20.If your store is setup for User Level security, where you log in 1 time and stay logged in until you log out, if you clicked on "Logon as New User" from the Main Menu the new user name and level would not be displayed immediately on the top of the Main Menu. Fixed Ver 5.1.9

21.If a contract is setup with the same as cash option and the customer pays the fulll cash price from the payment screen if you went to contract close the regular EPO amount would come up instead of the SAC payoff. Fixed Ver 5.1.8

22.If you use MS Word type Invoices and you do not create a invoice template for your store in printer setup, the sample invoice will now be used automatically when you print an invoice. Ver 5.1.8

23.The payment report and end of day report will now print an extra line for transactions where bonus bucks are spent showing the amount of bonus bucks used. Ver 5.1.7

24.Inventory status will now be printed on the service transfer report for inventory being transferred to service. Ver 5.1.7

25.You can now print the payoff amount on invoices. Ver 5.1.7

26.The Cash Advance Analysis report can now be ran to treat renewals the same as new loans for the calculations made on the report. Ver 5.1.6

27.On the NSF load screen where you would type the bank name has been changed to hold up to 35 characters. Ver 5.1.6

28.On the NSF load screen where you would type the signers name if it was different than the name on the account has been changed to hold up to 35 characters. Ver 5.1.6

29.You can now print the inventory brand and category on inventory labels and price tags. Ver 5.1.5

30.When you run an inventory report as a 3 line report it will now print the sale price of sold inventory. The total sale price will also be at the end of the report and it willl be included in the profit calculation. Ver 5.1.4

31.You can now print the inventory condition on inventory labels and price tags. Ver 5.1.3

32.When restoring a backup files in subdirectories were not being restored. Fixed Ver 5.1.3

33.When you close contracts as picked up, returned or repossessed there is now a check box to print labels or price tags for the inventory on the contract. Ver 5.1.2

34.If you have Deposits enabled in your store you can now take a deposit only payment on customers even if they do not have any active contracts. This is done from the payment screen. Ver 5.1.1

35.The Zone Report at the end of the overdue customer list will now show number of customers in each zone as well as the # of late customers in each zone. Ver 5.1.0

36.For Stores in Canada you can now enter in Store Setup the GST and PST tax rates and the Sales Tax Report will now show the breakdown of PST and GST based on those rates. Ver 5.1.0

37.In printer setup under the Cash Advance tab if you created a cash advance contract and saved it in the editor the file name was not being passed back to printer setup. Fixed Ver 5.1.0

38.When printing a lease contract the epodisc% and epopay% fields will now be printed to show no discount for early payoff. If you use the sample contract layout that uses the epopay% field it will now print 100%, representing the amount the customer has to pay for early payoff. Ver 5.1.0

 

 

 

 

 

 

 

Update No. 5.0.99  6-29-2006   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.You can now have projected income calculated for weekly contracts by pmt x 4 instead of pmt x 4.33. This is set in Store Setup under the Other tab. Ver 5.0.99

2.Revenue Summary Reports can now be run by customer Zones. Ver 5.0.98

3.Rental Payment reports can now be run by customer Zones. Ver 5.0.97

4.You can now run Customer List Reports by Zones. Ver 5.0.97

5.The postcard that can be printed from the label has been changed so the address starts printing further to the left so long address’s will not go off the edge of the postcard. Ver 5.0.97

6.When the overdue customer list is run for all zones a zone report will be printed on the last page of the report showing each zone and how many overdue customers are in each zone. Ver 5.0.96

7.The missing zone report from Customer Listings will now print all customers and show the zone they are set to. Ver 5.0.96

8.When reprinting a Cash Advance contract that is setup as a simple interest loan if it was reprinted after the original date the interest was being figured from the date reprinted. This has been changed to use the last transaction date for the calculation. Ver 5.0.96

9.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 5.0.94

10.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 5.0.94

11.In Store Setup there is now and option to calculate early payoffs by using the following formula EPO = Cash Price X (Payments remaining / Total payments). Ver 5.0.93

12.Inventory year received has been added as an available field on contracts. Ver 5.0.93

13.When doing Cash Advance loans if you print a check for the customer the check will now be made out to who is setup as the signer of the agreement, the primary or secondary name. Ver 5.0.92

14.In Store Setup if you setup not to allow discount in the finals months of contract you can now have the calculation done by the contract date instead of just payments remaining. This way if you have customers who have been overdue a lot or have had some moved due dates they will not be allowed to get the payoff discount even if they fall in the # of months left allowed. Ver 5.0.91

15.New logo’s added to main screen Ver 5.0.90

16.You can now set the Customer List report to show Tax Zones , if you use Tax Zones in your store. Ver 5.0.89

17.You can now print rental prices on labels and price tags using the RTO$ field as the total contract amount for the inventory. Ver 5.0.88

18.The depreciation report will now print a section with totals for the agent for all active inventory(stock, rented, loaners) that will also include inventory that is fully depreciated but still active. Ver 5.0.88

19.The total depreciation figure on depreciation report has been re-arranged to make it easier to read the report. Ver 5.0.88

20.If you started the calculator from anywhere besides a calculated textbox, and pushed enter an error would be generated. Fixed Ver 5.0.87

21.When entering Rent to Rent agreements if you had auto pricing enabled an error would be generated. Fixed Ver 5.0.86

22.When entering Category Markup Records if you entered a description longer than 15 characters an error would be generated. It has been changed to not allow you enter more than 15 characters. Ver 5.0.86

23.You can now paste from the calculator to a numeric text box by pushing Enter instead of F1. Also the "AC" was changed so that it clears all values, even values that were entered in the connected text box. Ver 5.0.86

24.When printing a inventory label or price tag if the category markup was not set and the default markup was not set, an error would be generated. Fixed Ver 5.0.85

25.The Customer Listing Report and Contract Transaction report will now include the # of contracts for each payment term. Ver 5.0.84

26.The Inventory Transfer In screen, flip screen and inventory report screen now has easier to use list box’s that display a graphical check box for the items to check or uncheck. Also Xfer in and Flips now have a "Mark All" button that will mark all items in the list with one click. Ver 5.0.83

27.The Cash Advance Analysis report will now report the number of customers with 12 or less CA loans and the number of customers with 13 or more. Ver 5.0.82

 

 

 

 

 

 

Update No. 5.0.81  2-6-2006   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.You can set the receipt to be printed in a bold font. Ver 5.0.81

2.Cash Advance revenue figures are now included in Revenue by Category Report. Ver 5.0.80

3.On the End of Day / Deposit report you can now have a Income summary by category included. Ver 5.0.79

4.When printing labels/price tags if the tag was set to print a payment term that was not setup in category markup the price would be left blank. Fixed Ver 5.0.79

5.In the Inventory Control Module you can now mark inventory to be deleted, charged off as junked or lost. Then when you close the IC session these items will be processed automatically. If you have inventory delete or inventory junked/lost password protected you will be prompted for the password before they are processed. Ver 5.0.78

6.In the Inventory Control Module if you marked an item as found then removed the location to make it unfound again, this item would not be displayed when you checked "Show Unfound ONLY". Fixed Ver 5.0.78

7.When doing inventory transfers in, there is now a checkbox you can check if you want to print labels for the inventory being transferred. Ver 5.0.77

8.In the Inventory Control module there is now a "Print Grid" menu command that will print all items currently displayed in the grid. Ver 5.0.77

9.You can now use the + and – (plus and minus signs) to advance or move back a date in any date field. The plus sign advances the date displayed and the minus sign moves the date back. Also now any character other than numbers or the "/" sign will make the calendar display to select a date. Ver 5.0.76

10.When re-renting multiple inventory items to someone the same day they were closed out, if that function was password protected you would be prompted for your password multiple times. Fixed Ver 5.0.75

11.In rare circumstances when printing a contract the wrong customer information would print. Fixed Ver 5.0.75

12.If you printed a contract from the "Print Preload Contracts" and a contract type was not entered an error would be generated. This has been changed so that it will now print as if it was an "R" type agreement if the type is not entered. Ver 5.0.75

13.The way RTO pricing prints on labels and price tags have been changed. You can now have the total RTO price printed. Ver 5.0.74

14.If you transferred a piece of inventory in and then back out, on the transfer report it would only show being transferred out. Fixed Ver 5.0.74

15.In Store Setup under the Same as Cash tab, you now have the option to only give the same as cash payoff during the SAC period. This is for when only offer SAC discounts in the SAC period, and then an early payoff discount after the SAC period. Ver 5.0.73

16.The Same as Cash payoff amount printed on receipts and displayed on the contract info screen will now include current and unpaid late fees. Ver 5.0.73

17.Added new depreciation 3 Year MACRS with 150DB. Ver 5.0.73

18.Added a button in Store Setup under the Sales Tax tab to make it easier to run the tax rate change function. Ver 5.0.73

19.Fixed a bug in Revenue Summary by category that would not show retail sales for some categories. Ver 5.0.72

20.If you have auto rental pricing enabled the prices will now match the new price quote screen. Ver 5.0.72

21.If a category has subs under it, and you want the subs to have the same markup structure as the main category you only have to setup the main category now, all subs will default to the main categories markup structure unless they have a markup structure specifically assigned to them. Ver 5.0.71

22.For rental pricing markup you can now have the rates rounded. 5.0.71

23.Retail pricing is now done by a times cost factor instead of % of profit on sale. Ver 5.0.71

24.From inventory inquiry the price quote screen can now be brought up by the F7 key. Making it easier to access. Ver 5.0.71

25.The category markup information is now stored in a separate data file for easier setup of pricing. This makes it easier to setup pricing as usually you will only have a few different markup structures, you can now enter these structures once and select them for each category they apply to. Ver 5.0.65 to 5.0.71

26.There are now 6 markup levels that can be used for inventory pricing by category. Ver 5.0.65

27.If you entered a released date for an employee in the Time Clock you could not remove the date to make the employee active again. Fixed Ver 5.0.63

28.Store # was not printing on Time Clock reports. Fixed Ver 5.0.63

29.The price quote feature can now be setup to give discounts on RTO prices based on what % of cost has been generated in revenue. Ver 5.0.62

30.When adding new regular letters from the Edit Letters screen they would not be automatically added to the list. Fixed Ver 5.0.61

31.Contract Markup report will now display if a contract has damage waiver or not and give total percentage with damage waiver and average damage waiver % of payment. Ver 5.0.61

32.Fixed a bug in Customer listing that would sometimes cause an error if payoff calculations were set to use cash price to calculate payoff and no cash price was entered with contract. Ver 5.0.60

 

 

 

 

 

 

Update No. 5.0.59  9-29-2005   RTO Pro Windows 95/98/ME/NT/2000/XP Version

 

1.If you use X-Charge for credit card processing there will be a launch button on the RTO Pro Launcher and a menu item to launch the X-Charge client from Deposit Reporting / End of Day. Ver 5.0.59

2.The Inventory Category Add/Edit screen and the model master screen have been updated with the new text boxes that have a blue background when they have focus. Ver 5.0.58

3.A button has been added to the button bar on the Point of Sale Menu to launch the X-Charge client. The X-Charge client is used to process credit card refunds and also can be used for Credit Card reports. Ver 5.0.57

4.RTO Pro is now integrated with X-Charge for Credit Card and Debit transactions. You can now use X-Charge to process credit and debit cards with no additional software cost and no expensive hardware required. Credit Cards can be processed through an internet connection or by modem. Once you are setup to use X-Charge all you have to do is enter a payment form of credit card or debit and the X-Charge interface will come up for card entry. Credit Card receipts will be printed to the same printer that is used for all receipts. To enable X-Charge see the Credit Card tab in Store Setup. To get setup for X-Charge you can contact Todd Granat at 866-522-3814. Ver 5.0.57

5.Added payment form of Debit. Ver 5.0.57

6.When printing Cash Advance Agreements a Wait Screen will come up during the printing process so you can tell that it is working. Ver 5.0.57

7.Fixed a few bugs in Inventory Control that would cause errors if it was ran before inventory is received. Ver 5.0.57

8.The NCA club report (National Club Administrators) export files have been changed to NCA’s new specs. Ver 5.0.56

9.The Customer Listing Report will now print the total Early Payoff amount for Rent to Own type contracts. This amount includes tax but does not include other charges due. Ver 5.0.56

10.New fields have been added for printing Federal Lease contracts. These fields are Total of Minimum Payments, Remaining periodic payments, Total of periodic payments, number of periodic weekly payments and number of periodic monthly payments. Federal Lease contracts can also be printed with a monthly or weekly term. Ver 5.0.55

11.The Pickup Receipt can now print the customers cell phone and other phone numbers. Ver 5.0.54

12.The Contract Transaction report now prints the cash price of the contracts. Ver 5.0.54

13.When printing labels you now have the option to print postcards. It is designed for 4 up postcards that are printed in landscape. Ver 5.0.53

14.Printer selection code has been changed so that if the port of a printer changes as long as the printer name is the same the right printer will be selected for printing. This was added due to some USB printers changing the port name on each reboot of the computer. Ver 5.0.53

15.When printing a contract with no money paid down the rent paid, other paid, tax paid, LDW paid and total paid fields on the contract were being left blank, they will now be printed with 0.00. Ver 5.0.53

16.Printed contracts without LDW will now print "N/A" in the LDW fee section of the contract. Ver 5.0.53

17.You can now setup workstations as read only if you have the network version of RTO Pro. This can be used when you have a computer on a network that you only want to use for reporting and inquiries. This is set in Store Setup. Ver 5.0.52

18.Avery 5351 label was added to the label selections for customer labels. Ver 5.0.51

19.When editing time records the out date would display 12-30-1899. Fixed Ver 5.0.51

 

 

 

 

Update No. 5.0.48  5-25-2005   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.The Inventory Control Module now prints a report when closing a session. Ver 5.0.48

2.Letters made with the RTO Pro Word Processor were not keeping the correct right hand margins when printing. Fixed Ver 5.0.48

3.RTO Pro now has an Inventory Control module that makes it easy to do your store inventory. Metrologic Scanpal 2 barcode scanners can be used to scan your inventory for inventory control. When using the Inventory Control module when you finish the session there are 2 new fields that are updated in the inventory database these are IC Date and IC Location. IC Date is the last date this item was accounted for in IC. IC Location is the location it was in when it was accounted for in IC. Location would generally be something like "Floor" or "Back Room", however you can use any location system you like. Ver 5.0.47

4.In the contract markup report and the contract transaction reports refunded sales will not be added to the report totals. Ver 5.0.46

5.You can now print deposit amount paid on contracts created with the RTO Pro Word Processor. Ver 5.0.46

6.You can now set document orientation in the RTO Pro Word Processor. Previously you had to set the orientation on the printer to print in landscape. You select portrait or landscape in page setup. Ver 5.0.46

7.The Time Clock report would print the date in the clock out time slot even if it was the same day as the clock in. It will now only print the date if you clock in and then out on a different day. Ver 5.0.46

8.If you pushed the space bar when entering a shop name and entered nothing else it would allow you to transfer items to a blank shop name. Safeguards have been put in to prevent this. Ver 5.0.46

9.Changes were made to enable red printing on receipts with TM-U200/220’s using the new Epson Drivers. Ver 5.0.46

10.When you have stock numbers automatically generated and you change a number manually when receiving inventory the next stock automatically generated number would then advance from the number you entered manually. This behavior has been changed so that the automatically generated number system will not be affected when you enter numbers manually. Ver 5.0.46

11.The columns in the contract info line on Invoices can now be rearranged in whatever order you want when using the RTO Pro Word Processor to create your Invoice Template. Ver 5.0.45

12.The Data backup in RTO Pro will now backup files in the "Docs" subfolder, these files are the forms that you use with the RTO Pro Word Processor such as agreements etc. Previously they were only backed up doing a complete backup. Ver 5.0.45

13.If you try to remove an inventory item from a contract that only has 1 character as the contract number an error would be generated. Fixed Ver 5.0.44

14.In Printer Setup under the Contracts/Main tab you can now double click on the contract or form to edit it. Ver 5.0.44

15.The calendar / date picker now has a drop down box that you can use to select common date ranges with one click. The common date ranges are month to date, year to date, last month, last year etc. Ver 5.0.44

16.RTO Pro Backup now has a button that will set the backup path to the staging area of the Windows XP CD Writing Wizard. If you want to backup to CD and you have Windows XP but do not have Packet Writing software that will allow you to write directly to the CD, the CD Writing Wizard is the easiest way to backup to CD. Ver 5.0.43

17.The bottom of the Main Menu in RTO Pro will now display a reminder message if you have not performed a backup in the past 2 days. Ver 5.0.43

18.When doing complete backups from RTO Pro Backup *.zip files will now be skipped. If there are any zip files in the RTO Pro operating folder they would probably be backup files. This change was made so you are not backing up backup files which would increase the time and disk space it takes to do backups unnecessarily. Ver 5.0.43

19.The inventory transfer interface and transfer reports have been improved. Transfer counts are now displayed on the transfer screens. Ver 5.0.42

20.If an invoice was printed using the RTO Pro Word Processor form and the customer had more than 1 agreement and the agreements beyond the first one had more than 1 inventory item on them the description for the additional items would print in the wrong place. Fixed Ver 5.0.41

21.If a Revolving Sale was past due more than the total number of payments due, if an invoice was printed for them the invoice would show more than the total balance of the contract. Fixed Ver 5.0.41

22.When you push F8 from the payment screen the payoff amount on open retail sales will now include late fees if any are due. Ver 5.0.41

23.When printing history for retail sales an error would be generated. Fixed Ver 5.0.40

24.The tax rate change function in store setup will now change the tax rate on contracts that are closed but have other charges due. Ver 5.0.40

25.You can now password protect reversing a payment or sale that did not occur on the same day at a different security level than reversing a payment which was taken on the same day. Ver 5.0.39

26.Added Tudor 132116 labels to label list in Customer Listing. These are on A4 size label sheets. Ver 5.0.39

27.You no longer have to have Microsoft Word to print form letters from Customer Listing and Overdue Customer Reports. The RTO Pro Word Processor is now used to create and edit the letters. Ver 5.0.38

28.In printer setup some of the buttons are now color coded to allow easier instruction by tech support. Ver 5.0.37

29.You can now print Invoices using the new RTO Pro Word Processor. Invoices are now setup under the Contracts/Main tab in printer setup. Ver 5.0.37

30.On the overdue customer report you can now have it include the customers "More Comments". Ver 5.0.37

31.From contract close you can now click on the close choice with your mouse to make a selection. Ver 5.0.37

 

 

 

 

Update No. 5.0.36  1-10-2005   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.If you printed a delivery receipt from customer inquiry and then paged to the customers next contract wrong contracts would come up. Fixed Ver 5.0.36

2.You can now password protect deletion of images in Document Imaging. Ver 5.0.35

3.The End of Day / Deposit report will now include junked and lost inventory in the inventory reports. Ver 5.0.34

4.When you are at the Main Menu of RTO Pro and you press escape it will now exit without prompting. Ver 5.0.34

5.The Time Clock reports will now print weekly time totals for bi-weekly pay periods. Ver 5.0.33

6.On petty cash receipts the date was not being printed unless you have a small receipt printer such as an Epson TM-T88. Fixed Ver 5.0.34

7.Some functions have been added to the Launcher to help tech support better troubleshoot network setups. Ver 5.0.33

8.If you charged off a Cash Advance loan, then took a payment on the charged off amount the cash advance cash in figure on the Cash Advance analysis report would be incorrect. Fixed Ver 5.0.33

9.Cash Price can now be printed on rent to rent agreements. Ver 5.0.33

10.You can now print customer’s message, cell and other phone numbers on Letters and Delivery/Pickup receipts. Ver 5.0.33

11.When printing contracts created with the RTO Pro Word Processor if your contract is setup for legal size paper the paper size will be automatically set on your printer now. Previously this had to be setup in the properties of the printer. Ver 5.0.33

12.You can now print a Pickup or Delivery receipt from the Delivery Receipt screen. To print a Pickup receipt click on the Pickup Receipt button on the lower right of the screen. Ver 5.0.32

13.The Deposit Report/ End of Day program will now use the same font as reports in RTO Pro. Ver 5.0.32

14.When loading a new rental if you change the cash price of the inventory manually then load another agreement without exiting RTO Pro, the cash price would be blank. Fixed Ver 5.0.32

15.When printing NSF letters created with the RTO Pro Word Processor the sample letter was being used even if you saved a letter which you edited. Fixed Ver 5.0.31

16.You can now print Time Clock reports for all employees in one step. You can do this by clicking on Reports from the main Time Clock screen. Ver 5.0.30

17.You can now delete employees from the time clock records. This function is password protected at the same level as editing time records. Ver 5.0.30

18.You can now display inactive employees on the main Time Clock screen by clicking on a check box at the bottom of that screen. (Note: Inactive employees are employees with a released date in their record.) Ver 5.0.30

19.When printing Employee Time Clock reports you now have the option to print them in BOLD font. Ver 5.0.29

20.If an employee clocked in and forgot to clock out and then clocked out more than 25 days later an error would be generated when they tried to view their time records. Fixed Ver 5.0.29

21.Depreciation reports will now print regular depreciation inventory count, cost and depreciation. Previously paid out, sold and charged off items totals were separated out, now the regular depreciation figures are separated out also. Ver 5.0.29

22.You can now use the new internal Word Processor to create and edit NSF letters. Ver 5.0.28

23.You can now launch the Time Clock from the Main Menu of RTO Pro by clicking on "Time Clock" in the menu bar. You can also launch it from any RTO Pro screen by clicking on the time at the bottom right side of the screen. Ver 5.0.27

24.You can now use the Time Clock with Semi-Monthly pay periods. Ver 5.0.26

25.You can now have addendums and delivery receipts printed on different printers than contracts. In printer setup you can select 2 printers and select which printer each of the documents print to. Ver 5.0.26

26.The End of Day/Deposit report will now include transfers IN with the Inventory received report. Ver 5.0.26

 

 

 

 

 

 

Update No. 5.0.25  9-2-2004   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.RTO Pro now has an integrated Time Clock. Ver 5.0.24 You can now edit employees hours in the Time Clock. Ver 5.0.25

2.The Inventory Received section of the Deposit / End of Day report will now print inventory that was deleted and transferred out also. Ver 5.0.23

3.The Shortcut Menu bar at the bottom of RTO Pro now has the time and date on it. The date has been removed from screens that previously displayed today’s date as the date will now be displayed in the same place on all screens. Ver 5.0.23image\Menu_Launchbar.gif

4.You now have the option in Store Setup to calculate early payoffs as follows: Cash Price - (Rent paid x Discount%) = EPO. The regular way is as follows: Balance x Discount% = EPO. Ver 5.0.22

5.When running a customer listing report for NSF checks only the total outstanding NSF amount was not being printed. Fixed, also the NSF check count will be printed now. Ver 5.0.22

6.When printing labels you can now have "Current Resident" printed instead of the customer’s name. Ver 5.0.21

7.You can now pull up customers by contract # on the payment screen. Ver 5.0.20

8.If your store is setup to allow different early payoff discounts for different contracts, you can now enter the discount from the Print/Preload Contract function. Previously this was only available from the Load Contracts function. Ver 5.0.20

9.You can now print Installment Sale Contracts without Microsoft Word. Installment contracts can now be created using the new internal Word Processor. Ver 5.0.19

10.Installment Contracts can now be printed with a normal payment amount and a last payment amount for example 11 payments of $63.25 and 1 payment of $63.20. This is for when the final payment is not the same as regular payments, this is common on installment sale contracts. Ver 5.0.19

11.On Installment loan sales the payment amount and finance charge is calculated automatically. Ver 5.0.18

12.Fixed a bug in version 5.0.16 where tax rate on form would be changed to "0" when loading an agreement with a processing fee. Ver 5.0.17

13.You can now set minimum loan days and maximum loan days for Cash Advance Loans in Store Setup. Ver 5.0.16

14.When running customer listings for Open Cash Advance loans you can now have the report sorted by contract #. Ver 5.0.16

15.When loading a rental agreement if you left the processing fee blank and went to the next screen, then escaped back to the screen with the processing screen and entered a fee, the total would not reflect the fee. Fixed Ver 5.0.16

16.You can now run the 911 Bonus 1st year Depreciation if you have a fiscal year other than Jan 1 to Dec 31st. Ver 5.0.13

17.Fixed a few bugs in printing / displaying of dates in countries other than US. Ver 5.0.13

18.You can now print Delivery Receipts without Microsoft Word on your computer. You can create Delivery Receipts with the same internal WYSIWYG editor as with contracts in RTO Pro. Ver 5.0.12

19.You can now print Cash Advance Agreements without Microsoft Word on your computer. You can create Cash Advance Agreements with the same internal WYSIWYG editor as with other contracts in RTO Pro. Ver 5.0.11

20.You can now have different contract forms for different contract types when using the new internal style contracts. Previously this feature was only available if you were using Microsoft Word. Ver 5.0.11

21.When using internal style contracts you can now have 3 addendums, the same as when using MS Word style contracts. Contracts tab in Printer Setup has been redesigned to allow these changes. Ver 5.0.10

22.Fixed a bug in handling of Installment Sale contracts. If you use Installment sale contracts in RTO Pro contact support at 352-383-9375 for further information. Ver 5.0.8

23.RTO Pro will now display and print dates according to the regional settings in Windows. This is for other countries where the date is not displayed m/d/yyyy. Ver 5.0.6

24.Fixed bug in Ver 5.0.3 comments not reflecting correct letter sent. Ver 5.0.5

25.Fixed bug in Ver 5.0.3 "File not found" when printing letters. Ver 5.0.4

26.The Internal Letter editor has been upgraded to a WYSIWYG word processor similar to Microsoft Word. Ver 5.0.3

27.You can now print GRP/DWF/INS addendums when using internal type contracts. The addendum is editable with the same internal word processor as the new internal contracts. Ver 5.0.3

 

 

 

 

 

 

 

 

 

Update No. 5.0.2  5-13-2004   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.The new Internal type contract was always printing to the system default printer, it will now print to the printer you have selected in Printer Setup. Ver 5.0.2

2.The Internal contract editor has been upgraded to a WYSIWYG word processor similar to Microsoft Word. To use the new editor and view the new contract sample go to Setup>Printer Setup and click on Edit Internal type contract. Note: If you want to take advantage of the new features in the new editor and contract printing functions you cannot use the old contract form, so if you customized the old file for your store you will have to customize the sample in the new editor. Ver 5.0.1

3.You can now print Barcodes on Inventory labels / price tags. Ver 5.0.0

4.The Inventory Label / Price tag editor has been upgraded to a WYSIWYG word processor similar to Microsoft Word. You can now use different size fonts, colors, tables etc. when creating labels and price tags. Ver 5.0.0

5.The "Deposit" feature can be enabled-disabled in Store Setup now. Ver 5.0.0

6.If a customer was paying a payment entirely with deposit you could not complete the transaction. Fixed Ver 4.9.110

7.The store number is now printed at the top of customer listing and overdue customer reports. Ver 4.9.110

8.Fixed a bug since Ver 4.9.105 in Overdue Customer Report as a run sheet type report. Ver 4.9.109

9.If you had receipts setup to not show balance or remaining payments and checked yes to "Print Payoff amount with Discount on Small Receipts" the balance would be printed instead of the payoff amount. Fixed Ver 4.9.108

10.You can now password protect reducing of back rent and other charges due when closing out contracts. Ver 4.9.107

11.The Performance report which you can include in the End of Day/Deposit report now includes MTD charges due on closed contracts. This is the back rent and other charges left unpaid on closed contracts. Ver 4.9.107

12.You can now accept "Suspense" or "Credit" payments from customers. In RTO Pro it is called "Deposit". This Deposit money can be paid with new rentals or when payments are paid and then it can be used to pay future payments or toward the payoff on a contract. The money can also be refunded in RTO Pro. Enable "Deposits" in Store Setup under the Store Info tab. See the help topic on "Deposits". Ver 4.9.105

13.You can now enter a maximum loan amount to allow for Cash Advance Loans in Store Setup. Ver 4.9.104

14.If you have functions password protected and setup to take user name and password and the user name was entered with a space after the letters it would cause an error when taking a payment or loading an agreement under that user name. Added in functionality to prevent this from happening. Ver 4.9.103

15.The totals page of a depreciation report will now always print on a separate page; also it shows the store name, address and other information. Ver 4.9.102

16.There is now a new label layout for the Dymo 30334 label for Dymo label printers. This label can be used to print labels from customer listing (customer Menu option 3). Ver 4.9.101

17.When the Tax Zone selection form is displayed when loading a rental or retail sale the customer information will now be displayed at the bottom of that form, making it easier to determine the tax zone for that customer. Ver 4.9.101

18.You can now print up to 3 addendums if you are using Microsoft Word for contracts. You can have a DWF/GRP addendum, a Club addendum and an inventory addendum. This is setup in Printer Setup (Main Menu > 5 Setup > 2 Printer Setup) Ver 4.9.100

19.When printing form letters from Customer Listing or Overdue Customer List if the customers address, city state or zip code is blank the customer will now be skipped and no letter would be printed for them. Ver 4.9.99

20.You can now have Open Retail Sale contract numbers generated automatically. Choose this option in Store Setup under the contracts tab. Ver 4.9.97

21.When loading Cash Advance Loans, you can now choose which names to be printed on the contact, the primary name, alternate name or both. Ver 4.9.97

22.The Auto Dialer in the On Screen Account Manager was improved so that if phone numbers are entered with the area code, the area code will not be dialed if it is your local area code. The Auto Dialer also is compatible with areas where 10 digit dialing is required for local calls. Ver 4.9.97

23.You can now enter cell phone #, other phone # and a work extension in the customer database. Ver 4.9.97

24.Lost revenue for Cash Advance fees when moving due dates now is separated from rental lost revenue on revenue reports. Ver 4.9.95

25.New rental receipts, new sale receipts and close/payout contract receipts will now print the stock# of the inventory on them. Ver 4.9.94

26.The average remaining length of rental and retail contracts will now be printed on Customer Listing reports. Ver 4.9.94

27.The run sheet type Overdue Report will now print the total $ to collect for all customers on the report and also the total of other charges at the bottom of the last page of the report. Ver 4.9.94

28.You can now run payment reports with moved due dates only on it. Ver 4.9.93

29.When printing the history for a single contract the inventory on the contract will now be printed also. Ver 4.9.93

30.Depreciation reports will now separate paid out inventory and give totals for paid outs. Ver 4.9.91

31.When printing letters if the customer had a closed account with other due, the due date printed on the letter would be 12:00AM. Fixed Ver 4.9.90

32.The "ECONOMIC SECURITY AND RECOVERY ACT OF 2001" 911 bonus depreciation was not depreciating some inventory items if you had inventory setup to depreciate from date received instead of when rented. Fixed Ver 4.9.89

33.The Income and Deposit report was asking for a user name and password even if your security setting was set to prompt for password only. Fixed Ver 4.9.89

34.The payment report since Ver 4.8.67 was putting Cash Advance fee’s in with other charges for rentals. Fixed Ver 4.9.89

35.You can now run a TeleTrack report from the Customer Application screen for existing customers. Ver 4.9.89

36.You can now print deleted inventory records from security. Ver 4.9.88

 

 

 

 

 

 

Update No. 4.9.87  1-13-2004   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.Changed the Sales Tax Report so that if you use Tax Zones the transactions without a zone will always be at the top of the report. Ver 4.9.69

2.From the On Screen Account Manager if you pushed F3 and selected a customer who was no longer late, the current customer would disappear from the OSAM until a new file was created. Fixed Ver 4.9.70

3.You can now run depreciation for the "ECONOMIC SECURITY AND RECOVERY ACT OF 2001". This is the bonus 30% 1st year depreciation that can be taken on inventory. Previously this could only be done in the RTO Pro Home Office; it can now be done at the store level by users without the Home Office module. Ver 4.9.71

4.Check type will now be printed on payment reports for Check Cashing transactions. Ver 4.9.73

5.You can now set normal depreciation to start after inventory is received instead of after it is rented for the first time. You can set this option in Store Setup under the Other Tab. Ver 4.9.75

6.There are 2 new fields for MS Word type contracts, they are "WI Bi-Wk Tot", which will print the Bi-Weekly Payment amount and "WI Semi Tot" which will print the semi-monthly payment on weekly and monthly contracts. Ver 4.9.76

7.There is now an option in Customer Listing report for "All Status’s". This is useful for reporting all contracts opened during a certain period no matter what their current status is. Ver 4.9.78

8.You can now print the "Same as Cash Expiration date" on MS Word type contracts. Ver 4.9.78

9.If you had a customer with 10 active rental contracts and they have a loaner that is overdue an error would be generated when trying to run a run sheet type overdue report. Fixed Ver 4.9.78

10.The Deposit Report / End of Day program now has the same text boxes as the main RTO Pro program with the built in calculators and calendars. Ver 4.9.78

11.You can now reprint Installment Sale contracts. You can do this from contract inquiry (From the payment screen push F8, then click on the contract to show detail then click on "Print Contract" in the menu bar) Ver 4.9.79

12.You can now set the font to BOLD on reports and run sheets. The default font prints light on some printers so we added this feature to make run sheets and reports easier to read. You enable the bold font in Printer Setup. Ver 4.9.80

13.The Print Range button in the Report Viewer had some bugs in it. Fixed Ver 4.9.80

14.When printing form letters from customer listing or overdue customer reports there are some field that cannot be filled in, fields such as total due, due date, next due and other due can only be filled in on letters printed from the OSAM or the Payment screen. When printing form letters the fields that cannot be filled in will now print "Call" on the letter. Ver 4.9.81

15.You can now password protect re-renting same inventory to the same customer. Enable this feature in Security. This prevents employees closing out late customers then reloading them to make their late percentages look better. Ver 4.9.82

16.The calendar and calculator were storing the last calculator/calendar enabled textbox, so if you accessed them through a textbox then accessed them through a calculator or calendar picture it would try to paste to the last accessed textbox, causing an error if that textbox was no longer visible. Fixed Ver 4.9.83

17.When adding a new customer through the TeleTrack Report function if you use zones you will now be prompted to enter the zone for the customer. Ver 4.9.83

18.If you use zones, the customer’s zone will now be displayed on the payment screen. Ver 4.9.83

19.The Income Summary Report will now print the totals for each petty payout category when running the report as a summary report. This will enable you to run a report for a whole month and have the total payouts broken down by category. Ver 4.9.83

20.If you performed a TeleTrack Inquiry as a joint account then performed one on 1 person right afterwards the 2nd person from the first report would show up on the 2nd report also. Fixed Ver 4.9.84

21.You can now setup receipts to not print regular payoff amount when in the Same as Cash period. Do this in Store Setup under the receipts tab. Ver 4.9.84

22.You now have the option to run the overdue customer report as a Broken Commitment report. This will print customers that have commitments but did not pay or did not pay enough to catch them up. Ver 4.9.84

23.You can now have customers with only broken commitments displayed in the On Screen Account Manager. To do this go into OSAM and click on the checkbox at the bottom that says "Show Customers with Broken Commitment only". Uncheck this box to return to normal mode. Ver 4.9.85

24.Fixed a problem in Ver 4.9.85 with zones and the OSAM. Ver 4.9.86

25.Fixed a bug that would cause an error when printing a contract from Print / Preload without using a Same as Cash expiration date. Ver 4.9.87

 

 

 

 

 

 

 

 

 

Update No. 4.9.68  9-24-2003   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.Changed the term "Total Due" on internal type invoices to "Current Due". On Word type invoices this is editable by the end user. Ver. 4.9.44

2.On internal invoices when printed from payments sometimes would print the next due as "mm-dd-yyyy" but the last digit in the year was getting cut off. This has been changed to only print 2 digits for the year. Ver. 4.9.44

3.There is now an option to "Remind to run billing from the On Screen Account Manager ". Previously you were always reminded when billing was due; you now have an option to turn off this reminder. This option is in Store Setup under the contracts tab. Ver 4.9.44

4.When printing Invoices the count of the invoice will now be printed at the bottom of the invoice. This makes it easier to verify that all invoices have been printed. Ver 4.9.46

5.When displaying history from the contract info screen the first letter of the user name who took the payment is all that was being displayed. Fixed Ver 4.9.46

6.The Document Imaging module now has the ability to import images from image files that are already saved on your computer. Ver 4.9.46

7.In MS Word type NSF letters you can now use the fields up to 10 times each. Ver 4.9.48

8.When creating a New Cash Advance agreement in Printer Setup, you will now be prompted if you want to use the 1 page or the 2 page sample that is provided with RTO Pro. Ver 4.9.48

9.When closing out a Cash Advance Loan as a charge off it would generate an error since Ver 4.9.33. Fixed Ver 4.9.48

10.Since version 4.9.18 you could not enter a "." Under the number of payments fields in the payment screen and OSAM. Fixed Ver 4.9.48

11.When running Overdue reports as a Run Sheet type report if you ran it by a range of dates it was using the from date instead of the to date to calculate the amount due. Also it was changed to use today’s to calculate amount due if the range date or the overdue date on the report is before today’s date. Ver 4.9.49

12.In the Contract Transaction report there is now a checkbox that you can check to exclude open retail sales. Ver 4.9.51

13.In the Income and Deposit program there is now a "Performance Report" that can be included in the end of day report. This report shows information about income, BOR and deliveries. To enable this report click on Setup from the first screen in Deposit Reporting. Ver 4.9.52

14.You can now have retail prices entered automatically on retail sales. This new function will enter the price that is entered in the Retail field when inventory is received. To enable this check the "When loading a retail sale enter price from the "Retail" field automatically" checkbox which is under the Other tab in Store Setup. Ver 4.9.53

15.Further enhancements were made to the Download Update functions, also when an update is downloaded on a network system after you install RTO Pro on 1 computer and run it, then run RTO Pro on the other network computers you will now be prompted that the update is available to install and the installation can be started automatically. Ver 4.9.54

16.The customer listing report was changed to show the payment amount instead of the sale amount for open retail sales. Ver 4.9.55

17.There is now a function to undo the last billing that was run. To undo a billing you would click on the new "Undo Billing" button which is on the 1st billing screen (Customer Menu option 7). Ver 4.9.55

18.You can now enter customer application information such as work information, references etc. into RTO Pro. This information is entered on the screen with the other new customer’s info. This can also be viewed from any customer screen by clicking on "Customer App" in the menu bar. Ver 4.9.56

19.You can now print out the customer’s application from the customer application screen. Ver 4.9.57

20.You can now print Contract Addendums if you use Microsoft Word type contracts. They can be used for Insurance, Club or for additional Inventory addendums. For Club or Insurance they will be printed automatically when the customer has Club or Insurance. If used for additional inventory it would be printed automatically when the contract has more inventory items on it then the contract template has spaces for. Ver 4.9.58

21.If a customer with multiple contracts paid a payment in a time frame where they should get bonus bucks and on the same payment spent bonus bucks they would not be credited for the bonus bucks for that payment. Fixed Ver 4.9.59

22.Added code to verify primary name changes from Customer Maintenance. This is to prevent accidental name changes. Ver 4.9.60

23.Payment History has been changed to be uniform from all places in RTO Pro. For Bonus Bucks there is also a total displayed for all Bonus Bucks Earned and Spent. Club is also displayed separately now also. Ver 4.9.60

24.2 new labels have been added for mailing labels from Customer Listing and Overdue Customer Listing, they are the Dymo 30252(compatible with Seiko SLP-2RLH) and the Dymo 30256 (compatible with Seiko SLP-SRL). These labels are for when you use a Dymo or Seiko label printer. Ver 4.9.61

25.If you transferred out an inventory item and then transferred it back in before sending an update to your home office, it would cause your records to not match the home office records. Fixed Ver 4.9.63

26.If a inventory item was sold, then the status was changed manually to stock and the item was re-sold or rented and the first sale was reversed the status would be changed to stock. Fixed Ver 4.9.64

27.A Insurance/LDW exception report has been added under the Tools menu bar in Store Setup. This function will prompt you to enter a rate at which Insurance/LDW should be charged and a difference at which to report the contract. Ver 4.9.64

28.An error would be generated if you tried to delete the last category alphabetically. Fixed Ver 4.9.64

29.You can now use Tax Zones for "Destination based Tax" or "Streamlined Sales Tax". This is for Kansas and other states that are adopting tax laws that require you to collect tax based on where the delivery is made instead of the store location. If you enable Tax Zones in Store Setup (under the Sales Tax tab), when you load sales and rentals you will select a Tax Zone for which that transaction is to be taxed. The Sales Tax report will break down the tax by the different zones making it easier to fill in the new tax forms. Ver 4.9.64

30.When doing Inventory Transfers into your store from another store the Agents of the Inventory being transferred in will be checked to make sure there is a matching agent in your store, if there is not a matching agent you will be prompted to select an agent to change them to or to add that agent. Ver 4.9.65

31.The Contract Transaction Report and the Contract Markup Report would only show the cost of 1 Non-Serialized item even if more than 1 was sold. Fixed Ver 4.9.65

32.When running a Overdue Customer List by Latest Customer if all contract types were not included the count at the end of the report would include all contract types anyway. Fixed Ver 4.9.65

33.If you use Tax Zones you can now edit the tax zone under contract maintenance. Ver 4.9.66

34.When you edit the Tax Zone Number or the Tax Rate for a Tax Zone the contracts that use the zone will be updated automatically now. Ver 4.9.66

35.When printing History for a single contract more information about the contract will be printed than when history is printed for multiple contracts. Ver 4.9.66

 

 

 

 

 

Update No. 4.9.41  6-9-2003   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.Document Imaging: RTO Pro now has a Document Imaging module which can be used with any TWAIN compliant scanner or imaging device to acquire and save documents, copies of drivers license etc. in the customers records. This can be activated by clicking on "Document Imaging" on any screen that has this in the menu bar (Payment, new rentals, new sales, new Cash Advance Loan. OSAM). Ver 4.9.40

2.Fixed a problem printing Run Sheets from the OSAM since Ver. 4.9.4. Ver 4.9.5

3.When printing letters from the payment screen the comments would not show the correct letter number sometimes. Fixed Ver. 4.9.6

4.When deleting a category with no inventory under that category it would cause an error. Fixed Ver. 4.9.7

5.When running a Customer Listing Report now you do not have to enter FROM AND TO date when running reports by dates. You can now just enter 1 date. For instance if you put in a TO date of 2-15-2003 for open customer it would show any customer open anytime before 2-15-2003. Ver 4.9.8

6.When printing Invoices for AR Sales contracts a tax figure was being printed. Fixed Ver. 4.9.8

7.When running the On Screen Account Manager, if billing was not being run, but invoices were due to be printed you were not given an option to not print them. You are now prompted if you want to print them or not. Ver 4.9.9

8.The Report Viewer now has a "Print Range" button on it now so that you can select a single page or a range of pages to print. Ver. 4.9.9

9.You can now set Reports to Display as the default setting instead of print. This is done by checking the box under the Reports tab of Printer Setup. Ver 4.9.10

10.The Print Screen functions have been improved and also there are more places you can do print screens. Ver 4.9.11

11.The Print History function from the payment screen would sometimes generate an error 3021. Fixed Ver. 4.9.12

12.In Store Setup you can now set up different minimum amounts for Damage Waiver for weekly, monthly and bi-weekly payments. Ver 4.9.15

13.The calendar date selector has been added to the Income and deposit program, you can also select the same beginning and ending date now by holding down the CTRL key when you click on the date. Ver 4.9.16

14.If you had the Revenue Reports menu password protected it could be accessed by pressing CTRL-4 without entering a password. Fixed Ver 4.9.17

15.When using security and password functions by default the only thing that has to be entered now is the password. The user name is derived from the matching password. To change it back to the previous setting to require a user name and a password there is a check box for this in the security screen. Ver 4.9.17

16.When running depreciation reports you now have the option to "Print", "Display" or "Print the last Page ONLY". Ver 4.9.18

17.Most text fields will now highlight in blue and point the arrow to just below them when they have the focus. This makes it easier to follow the focus when you are tabbing around from field to field. Ver 4.9.18

18.Date fields will now display the calendar if you press "C" or "+" when they have focus. Ver 4.9.18

19.Numeric fields will now display the calculator by pressing the "+" when they have focus. You can also start an equation in the box and the calculator will come up when the operand is pressed (+, -, /, *). For example you could type in the grand total text box in the payment screen "25 + 15 Enter", when the "+" is pressed the calculator will pop up, continue typing the equation and push "Enter" for the solution. You can then push F1 to paste the answer in the textbox. Ver 4.9.18

20.You can now enter PO or Reference # for rentals and retail sales. This number will be printed on invoices along with the inventory information. Ver 4.9.23

21.The setup screen has been improved for changing settings without using a mouse. Ver 4.9.24

22.There is now a calendar and calculator icon on the launcher bar at the bottom of RTO Pro. Clicking on them will bring up the calendar or calculator. Ver 4.9.25

23.You now have the option for Cash Advance loans to not charge interest if the loan is paid out in 1 business day. There is a checkbox to enable this in Store Setup under the Cash Advance tab. Ver 4.9.28

24.There is now a built in function to download updates for RTO Pro from the internet. From the Main Menu you click on Help > Download RTO Pro Update. You must be on-line for this function to work and you need a user name and password which you can get by calling us at 352-383-9375. Ver 4.9.30

25.The last 30 reports ran are now saved instead of 10. They can be retrieved from "Print Utilities" (F5 from the Main Menu). Ver 4.9.33

26.You can create and edit Installment Sale contracts from Printer Setup now. Previously this could only be done from the Print Installment Screen after loading an installment sale. Ver 4.9.33

27.The tax amount printed on Installment contracts was not being printed when the sale was over $1000.00. Fixed Ver 4.9.33

28.The close contract screens now breakdown the money due into categories such as previous late fees, current late fees and interest etc. This makes it easier to determine how the amount due is calculated. Ver 4.9.33

29.The FTP send to Home Office function now displays an estimated time left for the upload. Ver 4.9.33

30.The Update Download utility now has a function to check the update version that is available for download and compares it to the version you have. Ver. 4.9.34

31.Payment history on the screen and when printed now shows tax amount. Ver 4.9.39

32.When using the On Screen Account Manager if you had the customer list on the screen and hit Page Down to scroll down the list it would move to the next customer like page down usually does. This has been changed so that when the customer list is on the screen page down and up scroll through the list instead of changing the current customer. Ver 4.9.41

 

 

 

 

 

 

 

 

 

 

Update No. 4.9.4  2-10-2003   RTO Pro Windows 95/98/ME/NT/2000/XP Version

1.You can now print the renewal count on Cash Advance Loan contracts. Ver 4.8.93

2.When printing or displaying most reports now the screen will stay on the report options after it is finished running instead of returning to the previous menu. Ver 4.8.94

3.The Contract Transaction Report can now be run for rental only or retail only. Ver 4.8.94

4.You can now "Undo" inventory transfers. This is useful in cases where the transfer disk has been lost is damaged. Ver 4.8.94

5.There is now an option in the Deposit Program to save the deposit reports as a text file on the hard drive. This is so the deposit reports can be save