RTO Pro Support web

Revision History

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RTO Pro has integrated ACH Payments Now! For more info click here or call 800-351-6299

A red line in the list of updates below indicates a change in database structure (requires update to your Home Office if you send data to a RTO Pro Home Office).

Always do a backup before installing updates.

Update No. 5.4.92 2-2-2010 RTO Pro Windows XP, Server 2003, 2008, Vista and Windows 7

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
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
The overdue report now has "Due Before" date instead of "Due On or Before" and this date is always used to calculate the days late now instead of always using today's date. So before if you ran the overdue report with today's date, it would include customers due today. Now if you run it with today's date in the box it will include on customers due before today, so if you want to include customers due today run it for tomorrows date. The late numbers on End of Day report will now also use the end date range as the overdue date instead of always using today's date. Ver 5.4.91 2-1-2010
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
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
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
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
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
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
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
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
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
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
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
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 change 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 checkbox 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
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
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
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
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
ACH bank account number is now available as a field to print on ACH agreements. Ver 5.4.66 12-30-2009
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
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
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
There is a "Petty Cash Payout Only" option now under revenue summary report. Ver 5.4.63 12-22-2009
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
You can print customers deposit balance and bonus bucks balance on invoices now. Ver 5.4.59 12-16-2009
Model / serial or stock # changes are recorded in security now. Ver 5.4.59 12-16-2009
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
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
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
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
The "Number of payments to pay by recurring billing" fields have been change to just a checkbox "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
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
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
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
You can now password protect editing the default same as cash expiration date when loading agreements. Ver 5.4.53 12-7-2009
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

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
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
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
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
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
On the "Tendered" screen from Payments if you accept deposits 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
Switchout receipts will now print stock #'s of inventory. Ver 5.4.43 11-11-2009
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 print 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
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
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
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
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
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
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
In security you can change the default SQL Server password now. Ver 5.4.34 10-28-2009
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
You can password protect editing of customer information now (name, address, phone# etc.). Ver 5.4.34 10-27-2009
Changes made for Missouri Cash Advance Loan laws(5% principal required with each renewal). Ver 5.4.32 10-23-2009
Changes made for international date formats for users of RTO Pro outside of the US. Ver 5.4.31 10-21-2009
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
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
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
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
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
Club revenue detail has been added to the revenue summary by category report. Ver 5.4.25 10-6-2009
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
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 800-351-6299. Ver 5.4.23 10-2-2009
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
New option added for Colorado cash advance loan laws. Ver 5.4.20 9-29-2009
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
Inventory comments can now be printed on inventory labels / price tags. Ver 5.4.17 9-21-2009
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
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
You can print Service comments on Inventory Service tickets now. Ver 5.4.16 9-19-2009
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
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
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
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
When textboxes get focus they will no longer move the mouse cursor just below the textbox, this will make it easier to navigate using a mouse. Ver 5.4.10 9-4-2009
Setting 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
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
The On Screen Account Manager has a checkbox now that will skip customers with a current commitment when it is checked. Ver 5.4.8 9-2-2009
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
The "No Checks" checkbox 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
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
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
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
When doing customer inquiry on agreements the agreements will now be ordered from newest to oldest. Ver 5.4.4 8-28-2009
New fields added to database for future enhancements. Ver 5.4.0 8-25-2009
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
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
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 customers 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
When adding/editing employees through security you can now display inactive / released employees also. Ver 5.3.267 8-12-2009
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
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
You can run Retail Sales Report by an individual inventory category now. Ver 5.3.263 8-7-2009
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
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
"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
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. 5.3.252 7-24-2009 RTO Pro Windows XP, Server 2003 and Vista

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
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
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
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
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
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
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
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
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
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
Customers deposit balance will now display on the customer inquiry screen. Ver 5.3.244 7-22-2009
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
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
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
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
You can now password protect running Inventory Depreciation and agent maintenance (editing depreciation settings). Ver 5.3.241 7-17-2009
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
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
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
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
You can include the transaction time on the Payment / Transaction report now. Ver 5.3.236 7-14-2009
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
Inventory agent / depreciation info is now stored in the init database instead of agent.dat. Ver 5.3.232 7-3-2009
You can print inventory comments on agreements now. Ver 5.3.231 6-25-2009
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 preformatted. Ver 5.3.230 6-25-2009
When time records are edited in the time clock it will now be included in security reports. Ver 5.3.229 6-23-2009
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
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
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
You can run the Overdue Customer list by customer "Rating/Status" now. Ver 5.3.226 6-10-2009
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
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
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
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
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
If you use zones you can run the Overdue Customer list grouped by zones now. Check the "Group by zones" checkbox on the report page and all customers with the same zone will be grouped together. Ver 5.3.216 5-27-2009
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
Customer Email address is available as a field to print on invoices now. Ver 5.3.214 5-19-2009
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
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 it is 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
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
There is now an Inventory Service Report that can be ran from the Service Menu. Ver 5.3.202 5-6-2009
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
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
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
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
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
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
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
The End of Day report will now display any early payoff money paid included in rental income. Ver 5.3.186 4-23-2009
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
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
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
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
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
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
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
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
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
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
You can now password protect changing of customer zones/route (this is not Tax Zones). Ver 5.3.159 3-31-2009
The contract next due date will now be displayed on the payment history screen. Ver 5.3.159 3-31-2009
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
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
You can password protect printing invoices now. Ver 5.3.158 3-31-2009
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
You can password protect printing invoices now. Ver 5.3.158 3-31-2009
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
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
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
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
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 not be automatically cut off anything more than 2 spaces to the right of the decimal. Ver 5.3.141 3-13-2009
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
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
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
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
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
The RTO Pro backup program now works with Vista 64bit systems. Ver 5.3.132 3-6-2009
You can print individual schedules for each driver/ truck now in the Scheduler. Ver 5.3.129 3-4-2009
Added "Management Tracking Report" to the Revenue Reports Menu. Ver 5.3.129 3-3-2009
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
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
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
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
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
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
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
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
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
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

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
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
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
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
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
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
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
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
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
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
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
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.
Improved print screens, some pages were not lining up correctly due to wrong fonts being selected. Ver 5.2.201 11-21-2008
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
The new individual pricing was not printing on Price Tags/ Labels. Fixed Ver 5.2.197 11-6-2008
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
Customer rating added to the On Screen Account Manager, where it is displayed and can be edited. Ver 5.2.194 10-29-2008
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
Unique customer count added to new rental section of the Contract Transaction report. Ver 5.2.193 10-28-2008
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
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
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
Redesigned "Printer / Forms Setup" screen (Setup Menu option 2). Ver 5.2.192 10-27-2008
Redesigned print screen function to print grids also. Ver 5.2.192 10-27-2008
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
Improved printing of customer applications and also improved print screens. Ver 5.2.191 10-24-2008
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
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
You can print the # of payments remaining on Invoices / statements now. Ver 5.2.187 10-15-2008
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
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
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
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
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
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
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
Customers zone will be printed on all run sheets if you use customer zones. Ver 5.2.180 10-6-2008
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
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
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
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
The "SendMail" email function can now send HTML formatted emails instead of just plain text. Ver 5.2.179 10-2-2008
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
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
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
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
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
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
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
References can be printed on Overdue Customer List when ran as a "Runsheet type" report now also. Ver 5.2.175 9-23-2008
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
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
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
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

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
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
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
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
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
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
When running the Billing / Invoicing function there is now a new checkbox 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
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 5.2.162 9-2-2008
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
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 state that require different late fees. Ver 5.2.160 8-28-2008
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
Payment / Transaction was generating an error if ran month to date since version 5.2.142. Fixed Ver 5.2.159 8-26-2008
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
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
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
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
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
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
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
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
You can print the inventory "Vendor" on delivery and pickup receipts now. Ver 5.2.152 8-14-2008
Fixed bug introduced in version 5.2.142, error when auto generating serial numbers from receiving. Ver 5.2.151 8-14-2008
Inventory reports can be run by Vendor now. Ver 5.2.150 8-13-2008
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
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 chose from by clicking the dropdown arrow. Ver 5.2.150 8-13-2008
Bug fixes for new partial payment options. Ver 5.2.149 8-12-2008
When receiving Inventory you can enter a "Vendor" for the inventory now. Previously entered vendors will be in a dropdown list you can choose from. Ver 5.2.148 8-12-2008
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
You can run the Retail Sales Report by customer zone now. Ver 5.2.146 8-9-2008
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
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
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
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
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
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
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
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
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 8-7-2008
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
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
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
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
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 5.2.143 8-6-2008
Customer Zone can now be a number up to 99999. Ver 5.2.143 8-6-2008
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.
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
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
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
Loaners would display on the late list with an amount due. Fixed Ver 5.2.140 7-25-2008
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
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
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
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
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
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
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
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
For invoicing customer there is now an alternate billing logic that can be used. If you check the "Alternate billing" checkbox 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 textbox 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
You can run a Customer Listing Report for customers who are setup for Recurring Billing Only now. Ver 5.2.131 7-18-2008
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
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
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

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

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

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

The "Printed Contracts not loaded Report" has been moved to the Customer List Report screen. Ver 5.2.128 7-9-2008

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

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 searchs by SS# can take a long time now that SS#'s are encrypted. Ver 5.2.128

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 800-351-6299. Ver 5.2.128 7-3-2008

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

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

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

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

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 7-1-2008

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

The Avery 5160 style customer address label was only printing 9 labels down instead of 10. Fixed Ver 5.2.123 6-27-2008

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

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" checkbox. There are checkboxes now for rental, retail, cash advance, check cashing and moved due dates. Ver 5.2.123 6-27-2008

Price Quotes: You can now print Price Quotes from the Price Quote Screen (Inventory Inquiry F7). You can uncheck any checkboxes 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

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

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

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

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

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

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 800-351-6299. Ver 5.2.118 6-21-2008

The Overdue Customer List can now be ran for 1st payment defaults only. Check to "1st Payment Defaults" checkbox to run it with this option. Ver 5.2.118 6-20-2008

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 800-351-6299. Ver 5.2.106 5-29-2008

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

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 800-351-6299. Ver 5.2.105 5-22-2008
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

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

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

Fixed an issue on the Payment Screen with password protected late fee removal. Ver 5.2.102

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

Only the last 4 digits of social security numbers will be printed on ACH Authorizations now. Ver 5.2.101 5-13-2008

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

Strengthened the password protected on removing late fees from the payment screen. Ver 5.2.99 5-8-2009

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 800-351-6299 Ver 5.2.89 4-21-2008

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

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

You can now run the Contract Markup Report and the Contract Transaction Report by customer zone. Ver 5.2.87 4-17-2008

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

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

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

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

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 800-351-6299. New payment form of "H" for ACH has been added also. Ver 5.2.85 4-15-2008

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

In Document Imaging you can now scan multiple pages at once with a document feeder type scanner. Ver 5.2.84 4-9-2008

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

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

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

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

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

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

Added a checkbox 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

If you deleted a inventory category it would still show up in the category list from Inventory Inquiry. Fixed Ver 5.2.81 4-1-2008

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

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

Ability to use Credit Cards on file as payment added to the Close Contract screen. Ver 5.2.79 3-31-2008

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 800-351-6299. Ver 5.2.78 3-28-2008

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

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

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 subfolder on the server computer. Ver 5.2.76 3-26-2008

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

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

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

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

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

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

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

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

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

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

The Calculator quicklaunch button (Alt-1) will be visible on all screens in RTO Pro now. 5.2.71 3-13-2008

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

You can run the Sales Tax Report by customer zone now. Ver 5.2.70 3-12-2008

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

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

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

If you were viewing a multipage 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

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

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

You can now print the print date on inventory labels and price tags. Ver 5.2.65 2-29-2008

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

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

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

This update requires your screen resolution to be at least 1024x768.

Below is a thumbnail of the new RTO Pro interface with the new style ribbon bars, click on the thumbnail to see a full size screenshot.

Updated RTO Pro custom controls for better compatibility with mixed version of RTO Pro on one computer. Ver 5.2.63 2-19-2008
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

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

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

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

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

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

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 800-351-6299. Ver 5.2.56-5.2.57 2-7-2008

The credit card process screen will now accept a card swipe no matter what textbox has the focus. Previously you could only swipe a card when the credit card number textbox 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 800-351-6299. Ver 5.2.56 2-5-2008

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

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

In Inventory Maintenance when doing a BOR status change (changing an 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

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

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

Changed installer to Installshield 2008 which should work better in most Windows versions / configurations. 1-16-2008

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

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 800-351-6299. Ver 5.2.52 1-14-2008

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

On the Payment Screen the "+ New Contract" button was not working. Fixed Ver 5.2.40

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

You can now take take deposits while loading a retail sale, you can also use any previous paid deposits to pay for retail sales. Ver 5.2.38

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 800-351-6299 if you want to find out about processing credit cards in through RTO Pro with X-Charge.) Ver 5.2.38

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

Added Avery 8987 for a label selection from Customer Listing / Overdue Report. Ver 5.2.36

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

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

Contract transaction report has been redesigned so that the closed section will be ordered by the date closed. Ver 5.2.33

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

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

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

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

The Customer List report now print all of the customers phone #'s. Ver 5.2.29

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 800-351-6299) Ver 5.2.29

The Overdue Customer List now prints current late fees due + any previous unpaid late fees. Ver 5.2.28

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

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

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

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

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

Added ability to run Retail Sales Report by salesman. Ver 5.2.24

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

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

On Customer List reports you can now set an option to exclude customer 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

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

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

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

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

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

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

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

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

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

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

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 10-26-2007 RTO Pro Windows XP and Vista

The new Service Tickets were not printing the field "{stname}", which is the store name. Fixed Ver 5.2.18
The settings in Store Setup are now numbered, making them easier for instructional purposes. Ver 5.2.17

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

If you right clicked on a header in the Task Panel it would give an error, fixed Ver 5.2.15

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

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

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

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

Changes were made for better date handling for foreign date formats. Ver 5.2.10

You can re-print non-renewable Cash Advance Loan contracts now. Ver 5.2.9

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

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

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

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

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

In the End of Day program Checks Cashed will now be included in the deposit amount. Ver 5.2.7

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

In Store Setup under the Store Info tab you can set the visual theme and behavior of the taskbar. 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

If your screen resolution is high enough (1024 x 768 or higher) there will now be a TaskBar 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

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

When printing form letters from Customer Listing the zip barcode and alternate name fields were not printing. Fixed Ver 5.2.2

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

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

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

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

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

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

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

You can now run the Contract Markup Report and the Contract Transaction Report by Salesman. Ver 5.1.94

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

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

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

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

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

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

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

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

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

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

RTO Pro Installer now uses Advanced Installer which works correctly with Windows Vista in all UAC configurations. Ver 5.1.87

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

Changes were made for Cash Advance loans for Colorado Ver 5.1.83 to 5.1.86

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

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

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

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

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

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

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

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

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

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

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 for Windows XP and Vista

Upgrade bug fixes Ver 5.1.72 to 5.1.74
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
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
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
In the More Comments screen there is now a button you can click on to paste the date and time. Ver 5.1.70
When you reverse a NSF check load the contract will be closed automatically now. Ver 5.1.69
If you used a color scheme in Windows other than the default some text boxes would be blacked out. Fixed Ver 5.1.69
The Cash Advance Payment Option for Colorado has been changed to count multiple concurrent loans as only 1 consecutive loan. Ver 5.1.68
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
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
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
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
When closing out a rent to rent agreement a negative amount would come up as the amount due. Fixed. Ver 5.1.60
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
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
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
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
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
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
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
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
The color scheme has been changed to be uniform throughout RTO Pro. Ver 5.1.52
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
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 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
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
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
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
There is now a Custom Inventory Report Viewer that allows you to edit the layout of inventory reports. Ver 5.1.50
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
The Income Projection Report will now project out up to 37 months. Ver 5.1.47
When you view reports onscreen, the viewer will now scroll in response to the mouse wheel. Ver 5.1.47
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
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
Receipts for partial payments on NSF checks will always show the balance due now. Ver 5.1.46
If you added a letter to the letter list (Customer Menu Option 5 - Edit Letters) and it had a filename longer than 35 characters you would not be able to print it. Fixed Ver 5.1.45
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
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 filename, 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.
You can now set APR on Cash Advance Loans to calculate according to Arkansas requirements. Ver 5.1.42
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
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
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
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
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
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 for Windows

Note: If you send data to a RTO Pro Home Office you Home Office must have the latest version of RTO Pro Home Office before you send end of day data to Home Office.

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 for Windows

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 for Windows

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 for Windows

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 for Windows

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 800-637-8268. 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 5-18-2005 RTO Pro for Windows

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 for Windows

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 for Windows

1. RTO Pro now has an integrated Time Clock. Ver 5.0.24 You can now edit an employee's time 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 5.0.23

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 800-351-6299 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. 5.0.1 5-11-2004 RTO Pro for Windows

1. 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

Screen shot of the new editor

2. You can now print Barcodes on Inventory labels / price tags. Ver 5.0.0

3. 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

4. The “Deposit” feature can be enabled-disabled in Store Setup now. Ver 5.0.0

5. If a customer was paying a payment entirely with deposit you could not complete the transaction. Fixed Ver 4.9.110

6. The store number is now printed at the top of customer listing and overdue customer reports. Ver 4.9.110

7. Fixed a bug since Ver 4.9.105 in Overdue Customer Report as a run sheet type report. Ver 4.9.109

8. 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

9. You can now password protect reducing of back rent and other charges due when closing out contracts. Ver 4.9.107

10. 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

11. 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. See the help topic on "Deposits"Deposits_AKA_Suspense_Credit. Ver 4.9.105

12. You can now enter a maximum loan amount to allow for Cash Advance Loans in Store Setup. Ver 4.9.104

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. You can now enter cell phone #, other phone # and a work extension in the customer database. Ver 4.9.97

23. Lost revenue for Cash Advance fees when moving due dates now is separated from rental lost revenue on revenue reports. Ver 4.9.95

24. 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

25. The average remaining length of rental and retail contracts will now be printed on Customer Listing reports. Ver 4.9.94

26. 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

27. You can now run payment reports with moved due dates only on it. Ver 4.9.93

28. When printing the history for a single contract the inventory on the contract will now be printed also. Ver 4.9.93

29. Depreciation reports will now separate paid out inventory and give totals for paid outs. Ver 4.9.91

30. 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

31. 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

32. 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

33. 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

34. You can now run a TeleTrack report from the Customer Application screen for existing customers. Ver 4.9.89

35. You can now print deleted inventory records from security. Ver 4.9.88

Update No. 4.9.87 1-13-2004 RTO Pro for Windows

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. 4.9.66 9-18-2003 RTO Pro for Windows

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 for Windows

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 800-351-6299. 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 for Windows

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 saved and reviewed anytime at a later date. These files will be saved in a "Deposit Reports" subdirectory of the path RTO Pro is installed in. (Default installation path is C:\RTOwin) Ver 4.8.94

6. You can now print Installment Loan Contracts for open retail sales. (Note RTO Pro does not calculate payoffs or track interest with each payment. The sale is handled the same as a regular A.R. sale, more features for installment sales will be coming in the future.) Ver 4.8.96

7. When deleting inventory categories the BOR count for the new assigned category was being miscalculated. Fixed Ver 4.8.97

8. New contract fields have been added for Wisconsin type contracts. Ver 4.8.98

9. When printing a contract from print/preload the tax figure did not include tax on other and insurance, this has been changed so the contract will print the same no matter where it is printed from. Ver 4.8.100

10. Tele-Track functions have been added to RTO Pro. Tele-Track is "THE LARGEST CENTRAL SOURCE OF SUB-PRIME CONSUMER INFORMATION". You can perform a Tele-Track inquiry from the payment or customer inquiry screen for customers who are already in the customer database. For new customers you can do an inquiry from the Point of Sale menu option "C". For more information about Tele-Track services you can reach them at 800-729-6981. Ver. 4.9.0

11. You can now set the default inventory type to "RENTAL" instead of "RETAIL" when receiving inventory. This is set from Store Setup under the other tab. Rental inventory is counted as idle on BOR reports Retail inventory is not counted as idle until it is rented and automatically switched to Rental. Ver. 4.9.1

12. The header on the 3 line inventory report would sometimes not print at the top of the page. Fixed Ver. 4.9.1

13. When you click on the Has Loaner button from the customer inquiry screen it would cause an error. Fixed Ver. 4.9.4

14. The balloon term has been changed on federal leases so that a 12 month contract will have a 3 month balloon instead of 2. Ver 4.9.4

15. The entries for moved due dates will now show the employee who moved them on the history screen if this information was saved at the time the due date was moved. The employee information is only saved if the move due date function is password protected or if you have RTO Pro set up to get the user name and password at startup. Ver 4.9.4

16. Home Office files can be sent via Internet FTP now. Currently this feature is only completed for the store level; retrieval of the files for the Home Office is not automated yet but will be soon. Ver 4.9.4

Update No. 4.8.91 10-29-2002 RTO Pro for Windows

1. The inventory balance field has been moved to below the cost on the Inventory Maintenance screen. The field label has also been changed to read "Depreciated Balance". Ver 4.8.84

2. When changing the cost on an item you will now be prompted to have the balance automatically adjusted accordingly. Ver 4.8.84

3. Fixed a problem with More Comments from the payments screen since version 4.8.83. Ver 4.8.85

4. You can now print Rent to Own payments on Inventory labels. The payment will be based on the category markup, which is the same price that comes up under the price quote feature. See Inventory Labels for details. Ver 4.8.87

5. You now have the option on printed Cash Advance renewal contracts to recalculate the interest based on the date paid and the next due date, instead of printing the original APR. Ver 4.8.88

6. The RTO Pro setup program now adds keys to the Windows registry that fixes pauses when databases are being closed that are open by another computer on the network. This only affects network versions of RTO Pro when being used on Windows NT, 2000 or XP. See Problem: Long pauses when escaping from various screens when using RTO Pro over a network.

7. You can now password protect the inventory receiving function. Ver 4.8.90

8. If you use a receipt printer like an Epson TM-U200 or TM-T88II you can now have the description of the 1st inventory item on the contract print on payment receipts. This is useful to the customer making it easier to determine which contract is for what when they have multiple contracts. This option is set from Store Setup under the Receipts tab. Ver 4.8.90

9. Payment form and employee information will now be displayed on the history from the payment screen. Ver 4.8.90

10. Sometimes customers with active contracts would not show up in the payment customer list screen when you have the "Show active customers only" box checked. We have added safeguards to ensure that the field that this screen uses to determine if a customer has active contracts is kept accurate. Ver 4.8.91

11. If a Non-Serialized inventory record was deleted while an active contract had this item on it, an error would be generated during the closing of the contract. Now the contract will close if the item is deleted, you will just be alerted that the item was not found. Ver 4.8.91

12. If you tried to do a switchout of an inventory item on a contract, if the old inventory item on the contract could not be found you would not be able to complete the switchout (The only way a inventory record can be deleted when it is rented is if it is a Non-Serialized item). This has been changed so you can now do a switchout even if the old inventory item has been deleted. Ver 4.8.91

13. On Inventory reports there is now a check box that you can check to have Non-Serialized inventory with zero quantities skipped from the report. Ver 4.8.91

14. When clicking on "Service History" from the Inventory Inquiry screen sometimes a "Run Time Error 3021 No Current Record" would come up. Fixed Ver 4.8.92

Update No. 4.8.83 7-29-2002 RTO Pro for Windows

1. You can now display a customers entire history from the first Inquiry screen. Ver 4.8.65

2. You can now set "Bonus Bucks" to only be credited on contracts that have "Club" on them. Store Setup > Bonus Bucks tab. Ver 4.8.66

3. There is now a function for cashing checks (Point of Sale Menu option "B"). You can charge different percentages for the fee based on the type of check, which you setup. Ver 4.8.67

4. The Rental Payment report can now be set to show only rental income, only cash advance and check cashing income or both. Ver 4.8.67

5. There is now a Menu launcher on the bottom of the RTO Pro screen. From the Menu Launcher you can go directly to any menu from any screen the launcher is displayed. You can either click on the button for the menu you want to go to or type the shortcut keys (Ctrl + 1 for Point of Sale, Ctrl + 2 for Customer Menu etc.). Ver 4.8.68

6. When reversing a payment or sale if the receipt number is typed in with an "O" instead of a "0" (Zero) the O will be changed to a zero automatically. Ver 4.8.71

7. When charging late fees per day with a maximum fee, the late fee will not go over the maximum fee now no matter how many payments they are overdue. Ver 4.8.73

8. When pulling up a customer with a revolving interest sale in the payment screen the interest and principal will be shown on the screen. If the normal payment is less than interest due the payment will be adjusted to the interest due. Ver 4.8.73

9. You can now print contracts from the Contract Maintenance/Switchout Screen. Ver 4.8.74

10. You can now print mailing labels from the Overdue Customer List reports. Ver 4.8.74

11. You can now use up to 10 instances of each field in MS Word type letters. Ver 4.8.75

12. Handling of Revolving Retail Sales has been improved from the payment screen. Ver 4.8.76

13. There is now a check box on revenue reports to put each day on a separate page when running for multiple days. Previously this was automatic; this has been changed to by default fill the page before going to the next page to save paper. Ver 4.8.77

14. You can now do test prints from the internal editor for contracts, letters and invoices. Ver 4.8.77

15. You can now add user’s names and passwords and change levels separately from the security screen (Setup Menu Option 6). This can be done by default by anyone with a security level of 4 or higher. This level can be changed in Security. This is so you can allow an employee such as a manager to add or edit employees, without giving them access to the security screens. Users can only be edited when their level is at or below the level required to get into this function. Ver 4.8.78

16. When editing users and passwords there are now 2 different functions to change level and password, this way you can change the level without re-entering the password. Ver 4.8.78

17. You can now have received inventory included in the end of day Deposit Report. Ver 4.8.79

18. On the Contract Markup Report you can now have it show active contracts only. Ver 4.8.80

19. You can now have depreciation report sorted by stock number. Ver 4.8.80

20. When Pushing CTRL-1 from the Inventory menu to go to the Point of Sale menu an error would be generated. Fixed Ver 4.8.82

21. The Urgent Comments box will now pop up on the On Screen Account Manager screen for customers who’s More Comments are marked urgent. Ver 4.8.83

Update No. 4.8.64 4-24-2002 RTO Pro for Windows

1. There is now an improved printer selection interface in Printer Setup. When selecting printers with the new interface the default system printer will not be changed. Ver 4.8.48

2. The payoff for O and G type contract was not including late charges. Fixed Ver 4.8.49

3. When printing receipts from the Viewer they will now automatically be printed by the printer setup to print receipts. Ver 4.8.49

4. If you are leasing RTO Pro you can now update your lease due date by telephone if you are paying by credit card. From the Store Setup you would click on Tools>Update Lease Plan. Ver 4.8.50

5. You can now edit the balloon payment amount in Contract Maintenance for Federal Lease contracts. Ver 4.8.51

6. The individual inventory cash price printed on contracts would not be adjusted when the calculated cash price was changed. Fixed 4.8.51

7. When printing cash advance renewal contracts simple interest fees were being printed even if you do not use the simple interest method. Fixed Ver 4.8.51

8. When pushing F8 from the payment screen, on customers with closed contracts with money due, it was taking a long time for the screen to come up. Fixed 4.8.52

9. Petty Cash Payouts can now be loaded in RTO Pro (Point of Sale option “A”). They will be saved so when you run the Deposit program at the end of the day they will show up automatically. Deposits from the Deposit program are also saved now. Ver 4.8.54

10. Petty Cash Payouts and Deposits can now be included in the Income Summary report. Ver 4.8.55

11. The On Screen Account Manager has been changed to keep the data files open during use, this will speed up the operation of it. The data will now only be closed after 5 minutes of inactivity in the OSAM. Ver 4.8.55

12. You now have the option to exclude Retail Sale detail from the Income Summary Report. Ver 4.8.55

13. When using Federal Lease type leases if you had a customer with 2 contracts and 1 contract was at the balloon option you could not zero it out if the customer only wanted to pay on the other contract. Fixed Ver 4.8.56

14. When running the Deposit program for multiple dates the petty cash payouts for all of the dates were not showing up. Fixed Ver 4.8.56

15. When loading Petty Cash payouts from the deposit program receipts would not print to the receipt printer. Fixed Ver. 4.8.56

16. You can now delete Petty Cash Payouts from the Petty Cash screen. Ver 4.8.56

17. You can now save deposits from the deposit program without finishing the process. You can also delete previously saved deposits and enter descriptions for deposits. Ver 4.8.59

18. Late fees were not calculating correctly for AR type sales when you used the late fee by % of payment method. Fixed Ver 4.8.60

19. You can now password protect removing of accumulated late and other fees from Customer Maintenance (F11 from payment screen). Ver 4.8.62

20. You can now password protect deleting of printed contracts that have not been loaded. Ver 4.8.63

21. If you use zones you will now be forced to enter a zone for new customers. Ver 4.8.64

22. From the Customer Listing report you can now run a report of customer without a zone assigned to them. Ver 4.8.64

23. The RTO Pro icon on your desktop will now start the RTO Pro Launcher. This gives you access to all of the RTO Pro programs and utilities from one location. Ver 4.8.64

Update No. 4.8.47 2-4-2002 RTO Pro Windows 95/98/ME/NT/2000/XP Version

1. You can now sort customer labels by zip code. This is done by checking the “sort by zip” check box when selecting the label type. Ver 4.8.37

2. You now have the option to show only active customers on the customer list when taking payments. Ver 4.8.38

3. Customer Labels by closed date was including all closed dates instead of selected only. Fixed Ver 4.8.38

4. There is a new function under the Tools menu item in Store Setup to verify the Last Transaction date on closed contracts. This is to fix a problem with versions after 4.8.30 where the last transaction date would not be set when closing out a contract. This function should be run after you install this upgrade. Ver 4.8.38

5. When you print contracts on Cash Advance renewal payments if the principal has been paid down the contract will print the balance as the loan amount now instead of the total original loan. Ver 4.8.39

6. The number of renewals to allow setting on Cash Advances was allowing 1 less than set for. Fixed 4.8.40

7. The Term Change function will now automatically adjust the Insurance and Club fees along with the payment amount. Ver 4.8.41

8. In late fee’s if you set 0 as a per day or per payment late fee and set the per inventory item to more than 0 late fee’s were not being charged. Fixed 4.8.42

9. After version 4.8.37 if you had a customer without a zip code and you ran labels it would cause an error. Fixed Ver 4.8.42

10. In version 4.8.41 if you changed the term on someone without insurance it would try to add insurance. Fixed Ver 4.8.42

11. You can now print the customers message phone # on delivery receipts. Ver 4.8.43

12. The customer listing report can now run a report for paid out NSF checks. Ver 4.8.43

13. The average remaining months figure on the projected income report now separates retail and rental contracts. It also has been fixed, previously it would give incorrect figures when the report was ran for a shorter period of time than the remaining months on active contracts.. Ver 4.8.43

14. For “O” type contracts you can now setup a separate late fee by % structure. Ver 4.8.43

15. You now have the option to NOT print the payments left on payment receipts. Ver 4.8.44

16. There is a new function in the Deposit Report program to send data to tech support. This will make it easier to send data to us for support purposes. Ver 4.8.44

17. When reversing a closeout the customer would not be tagged as active again for the new active only payment list. Fixed Ver 4.8.45

18. Late charges by open days only with a grace period were not calculating correctly. Fixed Ver 4.8.45

19. There is now a Transfer Report to show inventory that was transferred in and out over a given period of time. (Inventory menu option “C”) Ver 4.8.45

20. You can now open files from the RTO Pro report viewer. This is useful for viewing or printing files such as flip reports or depreciation reports that are saved in the C:\rtowin\flips directory. To open a file click on File>Open and select the file to open. Ver 4.8.46

21. The setting for the number of receipts to print is now stored on the local computer only. This is so you can set each computer on network systems to a different value if you want. Ver 4.8.46

22. Reversing an early payoff receipt was not reopening the contract correctly. Fixed Ver 4.8.46

23. Early payoff was charging tax on other charges even if your store settings were set that other charges are not taxable. Fixed Ver 4.8.46

24. The data type for tax rate has been changed to handle up to 7 digits to the right of the decimal point. Previously if you had a tax rate of .06725 for example the last digit was getting cut off causing slight differences in tax. Ver 4.8.46

25. You can now run inventory reports to include NEW inventory only. Ver 4.8.47

Update No. 4.8.36 11-8-2001 RTO Pro Windows 95/98/ME/NT/2000/XP Version

5. You can now handle Cash Advance Loans as simple interest. Ver 4.8.25

6. You can now require a 10% principal payment with each payment on the final renewal and all subsequent payments until paid in full on Cash Advance Loans. Ver 4.8.25

7. Date of Birth and D.L. # has been added as available fields to print on Cash Advance Contracts. Ver 4.8.27

8. Total Tax on contract amount has been added as an available field on Word type contracts. Ver 4.8.28

9. You can now change the term used on contracts for merchandise that is not new. Ver 4.8.28

10. You can now use up to 10 instances of each field on Word type contracts. Ver 4.8.28

11. There is now fields available for the Rent to Own APR for Word type contracts. Ver 4.8.33

12. When running Revenue Summary report for multiple days the payment forms figures would be totaled from all of dates. Fixed Ver 4.8.33

13. There is now a new way to change the payment terms from contract maintenance. You now change the term by pushing F9 from maintenance. The new function will now automatically adjust the payment amount accordingly. Ver 4.8.33

14. When entering number of payments for all contracts from the payment sometimes an error would occur. Fixed Ver 4.8.33

15. The Contract Transaction Report (Revenue Menu option “A”) has been changed to show totals for closed contracts also. You can also run this report as a summary now. Ver 4.8.34

16. You can now print form letters from Overdue Customer Reports. Ver 4.8.35

17. The overdue customer list now shows BOR count in the range of days late. Ver 4.8.36

Update No. 4.8.24 9-5-2001 RTO Pro Windows 95/98/ME/NT/2000 Version

Changes in this update:

7. If other charges are not taxable in your location and you had more than one tax rate in your transactions the Exempt Sales figure on the Sales Tax Report would show erroneous figures. Fixed Ver 4.8.16

8. You can now password protect separately the function to change a contract to a different account. Previously this function was included with the contract maintenance password level. Ver 4.8.17

9. When printing a contract from Print/Preload if you left the payment amount blank an error would be generated. Fixed Ver 4.8.18

10. The Delivery file name was not being displayed after being saved in Printer Setup. Fixed Ver 4.8.18

11. When not using Microsoft Word for your contracts the Delivery File name box would be disabled. Fixed Ver 4.8.18

12. If you have receipts setup to print the due date line in red, the payment message will now be printed in red also. Ver 4.8.19

13. The customer search screen now will have a “Recall Customer List” button which you can click on after taking a payment if you want to return to the same list of customers that was up previously. Ver 4.8.19

14. Most fields for word type invoices can now be used multiple times. Ver 4.8.19

15. You can now print delivery receipts for retail sales. You can also setup the delivery screen to come up automatically after loading a retail sale. Ver 4.8.20

16. The Same as Cash function was not automatically being set as it should from Load Rentals since ver. 4.8.4. Fixed Ver 4.8.21

17. The billing function was sometimes putting multiple billed messages in the comments field. Fixed Ver 4.8.24

18. The 2 month calendars in load contract and print contract would display June instead of the current month. Fixed Ver 4.8.24

Update No. 4.8.15 7-12-2001 RTO Pro Windows 95/98/ME/NT/2000 Version

Changes in this update:

1. The screen size of the RTO Pro Program has been increased from 640 x 480 to 800 x 600. This means that the minimum screen size you must have in windows is 800 x 600, the recommended size to have your screen set to is 1024 x 768 or larger. This change will allow us to fit more information in on the screens in future updates. Ver 4.8.0

2. The “Remove Inventory from contract” function has been changed so that it now closes the old contract and creates a new contract with the remaining inventory. This makes the resulting contract easier to understand. Ver 4.8.0

3. There is now a new field for MS Word type contracts for the retail price of individual inventory items. Ver 4.8.0

4. When taking a payment on a revolving charge with interest and an NSF check at the same time, the NSF check would still show a balance due sometimes. Fixed Ver 4.8.1

5. When removing an inventory item from a contract in versions after 4.8.0, afterward you could not reprint a contract. Fixed Ver 4.8.2

6. When removing an inventory item from a contract a close, and a new rental record will be generated in history. Ver 4.8.3

7. When doing a full backup using the RTO Pro Backup program it will now backup all sub directories on the server computer, which store files such as receipts, flip reports and depreciation reports. Ver 4.8.4

8. You can now print Delivery Receipts if you have Microsoft Word installed on your computer. Ver 4.8.4

9. When you use the Print/Pre-load Contract feature when you pull up the customer under Load Rentals the screen that’s prompts that there is a printed contract will display all of the contracts printed for that customer and you can select which one you want to load. Ver 4.8.4

10. Printed contracts that have not been loaded can now be viewed from Customer Inquiry. Ver 4.8.4

11. The Load contract and Print / Preload contract screens now have a calendar display on the window that has the prompt for the next due date. Ver 4.8.6

12. The notes box on the Delivery Receipts screen would only hold 15 characters, this has been changed to hold 200. Ver 4.8.7

13. You can now display a price quote screen from the Inventory Inquiry screen. You can also have this screen come up automatically when receiving inventory. You setup this option in Store Setup under the other tab. Ver 4.8.8

14. In the Deposit Report program under setup you can now set Cash Advance Loan Principal payments to be included in the total money received figure. This should be set when the loans paid in are deposited nightly instead of kept separate from regular revenue. Ver 4.8.8

15. When printing Inventory Labels from the Inventory Reports function an error would be generated. Fixed Ver. 4.8.9

16. Fixed a problem in versions after 4.8.0 that would give R.T. Error 6 when trying to load a contract for an existing account with no contracts attached to it. Ver 4.8.10

17. On Cash Advance contracts without renewals a unique contract record will be created for each transaction. This prevents problems with reversing a payoff payment after loading a new Cash Advance loan. Ver 4.8.11

18. Help button and help topic for increasing screen area in windows was added. Ver 4.8.12

19. You can now reverse a close out receipt (pick up, return etc.) and the contract will be re-opened automatically. Ver 4.8.13

20. Changes were made for the demo mode allowing all settings in store setup to be saved. Ver 4.8.14

21. Fixed a problem with late fee’s calculated per day with a maximum amount entered. Ver 4.8.15

22. From the Price Quote screen you can now go directly to the Category Markup screen. Ver 4.8.15

Update No. 4.7.63 5-8-2001 RTO Pro Windows 95/98/ME/NT/2000 Version

Changes in this update:

1. When running a customer listing by paid out if you checked the box to exclude customers with active contracts some customer would be included who have not had paid out contracts. Fixed 4.7.36

2. 2 new fields have been made available for Cash Advance printed contracts, they are “Amount given to customer“ and ”Paid on Account”. These are required on the contracts for renewals in some states. Ver 4.7.37

3. The last month of your fiscal year will be displayed on the Inventory Depreciation screen. This is a reminder so that you make sure it is setup right before running depreciation. You set this up under Store Setup under the Other tab. Ver 4.7.38

4. You can now setup receipts to automatically print multiple copies. You do this under Printer Setup on the receipts tab. This is to support receipt printers such as the Epson TM-T88II, which uses paper without a carbon copy. Ver 4.7.38

5. When a customer was past due more payments than the number of payments they have remaining the payoff amount would show higher than it should. Fixed Ver 4.7.39

6. When an invoice was generated for a NSF check contract an error would be generated. Fixed Ver 4.7.40

7. A new report has been put on the Revenue Menu “Contract Transaction Report”. This report will give contract information for new contracts and closed contracts between any dates. Ver 4.7.41

8. On Cash Advance contracts that are renewable, the number of times the contract has been renewed will be displayed at the bottom of the payment screen. Ver 4.7.42

9. You can now set RTO Pro to prompt you for a new check number when Cash Advance renewals are paid. You set this option in Store Setup under the Cash Advance/Other tab. Ver 4.7.42

10. The Contract transaction report can now be automatically added to the Income and Deposit program report. Ver 4.7.42

11. Part of the calculation for APR on Cash Advance contracts was only going 2 digits to the left of the decimal, which would cause the APR to sometimes be fractions of a percent off. Fixed Ver 4.7.43

12. When closing out a Cash Advance contract that was renewable monthly from the close contract screen, the fee was not being added to the payoff. Fixed Ver 4.7.44

13. You can now run customer listings / labels / form letters by birth date. Ver 4.7.45

14. When doing form letters or labels from customer listing you can now choose to include only customers with 0 contracts. Ver 4.7.45

15. The “Create Central File Mail List ” function has been updated to comply with the new specifications from Central File. Ver 4.7.46 - Home Office Ver 1.1.47

16. When Cash Advance contracts are printed the “Amt. Given to Customer” and “Paid on Acct.” fields will now print “0.00” when they are 0 instead of being blank. Ver 4.7.46

17. For Cash Advance contracts with renewals you now have the option to automatically generate a new contract number and contract record each time the contract is renewed. This is required in some states. Set this option in Store Setup, under the Cash Advance tab. Ver 4.7.50

18. You can now have the Cash Advance fee generated automatically as a percentage of the loan amount. Set this option in Store Setup, under the Cash Advance tab. Ver 4.7.50

19. Run Time error 5 would be generated in the On Screen Account Manager when you had the last customer on the list displayed then you push F2, take a payment for that customer and then return to OSAM. Fixed Ver 4.7.51

20. When you display or printed a customer payment history it was ordered by the receipt number. The highest receipt number being at the top. This has been changed to order by the transaction date first then the receipt number. Ver 4.7.51

21. Transfer reports now show stock numbers. Ver 4.7.51

22. When you run a customer listing by birthday range, the range will include everyone with a birthday in that range no matter what year they were born. Ver 4.7.52

23. Inventory reports by status were showing Non-Serialized merchandise for all statuses. Fixed Ver 4.7.53

24. The field “Contract Amt. Incl. Tax” has been made available for contracts, this is required on contracts in some states. Ver 4.7.54

25. The Inventory Depreciation reports will now separate the sold and charged off items and give a separate depreciation figure for these items. This makes it easier for stores that only use 1 agent to get their retail cost of sale figures. Ver 4.7.55

26. From the On Screen Account Manager when editing phone numbers if you typed a “-“ between the numbers the number was not saved correctly. The function has been changed to not allow you to use the “-“,, this is put in automatically. Ver 4.7.56

27. Printing of the “More Comments” has been enhanced. Ver 4.7.56

28. You can now display and print the Bonus Bucks history for customers. If you have Bonus Bucks enabled in your store setup you will see a button for Bonus Bucks history on the History Screen from Payments. Ver 4.7.57

29. When you print letters from the payment screen the letter message will be saved to the comments the same as from the On Screen Account Manager now. Ver 4.7.58

30. In the More Comments screen you can now mark a message as urgent, which will cause it to be automatically popped up when a customer is pulled up from the payment screen. Ver 4.7.58

31. You can now enter the drivers license #’s for customers along with the other customer information. Ver 4.7.60

32. There is a new field for Word type contracts, “Term Word”. This will print “Week” for weekly contracts, etc. Ver 4.7.60

33. When changing other charges due on closed contracts from contract maintenance on closed accounts, sometimes a moved due date would be reported. Fixed 4.7.61

34. More Comments marked urgent will now pop up automatically from New Rental/Leases, Retail Sales, Print Contracts and New Cash Advance Screens. Ver 4.7.62

35. In version 4.7.62 you could not go into more comments from the On Screen Account Manager. Fixed Ver 4.7.63

Update No. 4.7.35     3-15-2001     RTO Pro Windows 95/98/ME/NT/2000 Version

Changes in this update:

1. You can display a calendar from any of the menu’s now by clicking on “Calendar” on the menu bar or pressing “Alt-D”. Ver 4.7.13

2. When using the “Suggest Rental Rate” feature if the figure you put in the table for the markup for the category had a fraction as part of the number (like 3.3) the whole number portion is all that would be used in the calculation. Fixed Ver 4.7.13

3. When you push F8 from the payment screen the payoff figure for Revolving Sales now includes interest. Ver 4.7.14

4. When you reverse a payment for a revolving sale the receipt will show the interest figure and the interest paid through date will be adjusted correctly. Ver 4.7.14

5. In the On Screen Account Manager when a customer with a payoff amount due would change the amount due field to red it would stay red for other customers. Fixed Ver 4.7.15

6. In the On Screen Account Manager when a customer’s past due amount is greater than their balance the wrong amount was showing up under grand total. (This only happens in versions 4.7.12 and newer) Fixed Ver 4.7.15

7. The Tangible Property type Inventory report was putting an extra line in for each inventory item when printed. Fixed Ver 4.7.16

8. When RTO Pro is set to calculate late charges by percentage of payment amount, the amount used to calculate the late fee will now be the payment amount + insurance + club + interest. Previously this was figured on payment amount only. Ver 4.7.16

9. When reversing a Cash Advance payment the amount due would be doubled. Fixed Ver 4.7.16

10. When loading a lease with Federal Lease option enabled the balloon amount is now added to the contract amount instead of included in the total. For example if you load a 15 month lease, the balloon would be 3 months making the total contract amount 18 x payment amount. Ver 4.7.17

11. When you push F8 from the payment screen the payoff amount will now include current late charges and any unpaid other charges. Ver 4.7.18

12. Attention All Stores that send data to a home office and RTO Pro Home Office users: Beginning with version 4.7.19 there is a new home office communications package. This communications package uses Windows TAPI to handle communications. This change should eliminate communications problems some stores have experienced and make it easier to setup communications between stores and home office. To use this new communications package you must have Windows 98 or above, or install a TAPI Update file if you have Windows 95. This file can be located on the Upgrade CD’s. The file name is “
tapiupdt.exe”. If you have Windows 95 you must run this file before using the communications package to send files to Home Office. This file can also be downloaded at the following web address. www.rtopro.com/tapiupdate.exe. To be able to send files to your Home Office the store and the Home Office must be updated with the latest upgrade.

13. When printing labels from the Customer Listing report you will now be prompted if you want to add “Or Current Resident” to the name line. Ver 4.7.20

14. Inventory labels can now be printed from Inventory Reports, receiving and inquiry. See Inventory Labels for more information. Ver 4.7.20

15. You can now set a early payoff discount rate for each individual contract. To enable this new feature check the “Set Discount on individual contract basis” checkbox under Store Setup (from Main Menu option 5 then 1). It is located on the Store Info tab. When you enable this feature the discount rate you enter will be the default rate when loading contracts, but you can change it as the contracts are loaded. Ver 4.7.21

16. When using the individual early payoff discount rate the discount rate will show up under contract information and can be edited from contract maintenance. Ver 4.7.22

17. When a customer had multiple closed contracts with a balance due there was a problem with taking the payment for all of them at one time. Fixed Ver. 4.7.24

18. When a customer paid on a balance due on a closed account the payoff and same as cash information was being printed. Fixed Ver. 4.7.25

19. For Auto Late fees per day you can now setup a maximum amount per late payment. Ver 4.7.26

20. When printing Labels or Form Letters for closed customers from Customer Listing (Customer Menu option 3) you now have the option to not include customers with active contracts. For instance, if you want a report of paid out customers and you check the exclude active checkbox, customers that have paid out contracts but also have an active contract will not be included. Ver 4.7.26

21. In Printer Setup there is a new option for Word type letters. Checking this option will make the system prompt you for which printer to print Word type letters to. Left unchecked the default system printer will be used for Word type letters. Ver 4.7.26

22. When a customer is overdue the early discount will not be given on the amount of rent to pay the contract up to date. Ver 4.7.26

23. When using the Inventory Inquiry search page the setting for stock or all status will be remembered and used on subsequent searches. Ver 4.7.27

24. The handling of federal Lease contracts has been changed so that the customer will not be able to pay the balloon payment except as a lump sum. Ver 4.7.27

25. There is a new option for re-billing a billed customer even if the previous payment was not paid. You can enable this option in Store Setup under the contract tab. Ver 4.7.28

26. When printing Microsoft Word type contracts, invoices etc., the file that is saved will only be used as a template, thus preventing the file from being saved accidentally with customers information filled in. This has occurred occasionally when an error halts an operation in middle of a print job. Ver 4.7.28

27. If you ran a payment report, then a contract markup report you would get the message begin date must be before end date. Fixed 4.7.30

28. Federal Lease type contracts will now print the number of regular payments left on receipt balloon will not be included. Ver 4.7.33

29. Improvements were made to the Inventory Labels feature. Ver 4.7.34

Update No. 4.7.12     1-08-2001                 RTO Pro Windows 95/98/ME/NT/2000 Version

Changes in this update:

1. When removing an inventory item from a contract if it had no rate for that item an error would be generated. Error 13. Fixed Ver. 4.6.21

2. When assigning a contract to a different account the history would not be changed to new account number. Fixed 4.6.22

3. Long directions would through off the pages in the customer listing report. Fixed 4.6.22

4. Revolving charge contracts with interest can now be loaded. This is done from Retail Sales by changing the Total Down Payment to what is being paid down, pushing F6. You then fill in the normal fields plus the new APR field. Note to use revolving type contract it must be treated as Accounts Receivable. Ver 4.7.0

5. The store number will now be printed beside the store name on depreciation reports. Ver 4.7.2

6. 2 new fields have been added to the internal contract template. Tax amount on 1 payment and payment amount including tax and insurance. Ver 4.7.4

7. When removing an inventory item from an open retail sale contract the contract amount was being changed incorrectly. Fixed Ver 4.7.5

8. When changing the payment amount and the number of payments at the same time from Contract Maintenance, the new contract amount calculation was incorrect. Fixed Ver 4.7.5

9. The option to handle lease contracts like a federal lease have been added. This is a lease contract with a minimumm of 5 months and with a balloon payment. To enable this feature check the “Handle Leases like Federal Lease Law” option in the Contracts tab of Store Setup (Setup Menu Option 1). Ver 4.7.6

10. When a Federal Lease type contract is within 4 months of the balloon payment being due a msg will pop up to remind the customer that the balloon payment is due soon. Ver 4.7.7

11. When you print an invoice from the payment screen or from the On Screen Account Manager, the comments will be updated with the billed note “<B todays date>”. Ver 4.7.8

12. When the federal lease option is enabled leases will now give a discount for early payoff as follows. Total balance – balloon x .25 + balloon. Ver 4.7.10

13. When loading a revolving sale you can now specify a interest begin date. This is for giving a free interest period, etc. Ver 4.7.11

14. Interest paid through date will be displayed for revolving sale contracts on the contract inquiry screen and can be edited from contract maintenance. Ver 4.7.12

15. When removing inventory from a contract the revenue was not applied to the inventory. Fixed Ver 4.7.12

Update No. 4.6.20        10-26-2000             RTO Pro Windows 95/98/NT Version

Changes in this update:

1.    You can now setup password access to prompt for a password at startup and allow the user to do all functions, which they have, a high enough access level to perform, without entering a password for each function. The user name and level will be used until the program is exited or until someone clicks on “Logon as New User” from the main menu and logs on as another user. This is setup from the security screen (Setup Menu option 5). Ver 4.6.0

2.    When using logon type security access the user name and level will be displayed at the top of most screens. Ver 4.6.0

3.    The Phone Dialer in the On Screen Account Manager can now be setup for 10 digit dialing in areas that require you to dial the area code for local calls. Ver 4.6.1

4.    Items that were sold were sometimes being depreciated out fully before the month they were sold, when depreciation was not ran for many months and then the report was run multiple times to catch up. Fixed Ver 4.6.2

5.    The Calendar / Date Selector has been improved. It can now display up to a full year and a beginning and ending date can be selected in one step. See Calendar / Date Picker. Ver 4.6.3

6.    The depreciation report would sometimes set the inventory field Begin Depreciation to the date the item first showed up on a depreciation report rather it actually began depreciation that month or not. This only happened when depreciation was not run for a long period of time them run multiple times to catch up. When depreciation was run monthly this did not occur. Fixed Ver 4.6.4

7.    The depreciation report now shows total count, cost, old balance and new balance by agent for all received dates and also the same figures for merchandise received through end of depreciation period report is being run for. Previously the only figures that were shown were for actively depreciating inventory only. These figures will make it easier to match figures in your accounting package. Ver 4.6.5

8.    When running inventory reports by received date, transaction date or warranty began date you do not have to enter a beginning and ending date now, you can enter either or. For example to find all inventory received after 1-1-99 simply put 1-1-99 in the received from field and leave the to field blank. Ver 4.6.6

9.    When loading a cash advance with the renewal option enabled the term used will be saved and recalled on future contracts making it quicker when the same term is always used. Ver 4.6.6

10.    Cash Advance features has 2 new options under the Other/Cash Advance tab under Store Setup. The first to set the system to not print a receipt on renewals and new cash advance contracts. The second is to set next due date by date paid instead of due date when a renewable cash advance is renewed. This is required in some states. Ver 4.6.6

11.    The tool under the Tools Menu in Store Information setup to check SAC months on open contracts has been changed to set SAC months only on contracts types that are SAC enabled in Store Setup. Ver 4.6.7

12.    The Flip function would not flip inventory items that were rented and then returned before the flip function was ran. Fixed Ver 4.6.7

13.    The Contract Markup Report now shows gross margins on retail sales. Ver 4.6.7

14.    When doing an inventory switchout on a contract, you can now search by stock #. Ver 4.6.8

15.    When selecting inventory from most screens, the selector (model, serial or stock) that you use will be remembered and the next time you are doing an inventory search focus will be put on the selector you used. Ver 4.6.8

16.    You can now print a Run Sheet from the Payment Screen. Ver 4.6.8

17.    You can now print letters from the Payment Screen. Ver 4.6.8

18.    There is a new tool under the Tools Menu item in Store Setup. This function will change all existing customers to a specified zone. If there are customers with zones assigned already you will be prompted how to handle them. You will have the option to leave the current zones that are already assigned or change all to the specified zone. Ver 4.6.8

19.    Overdue reports now show # of contracts 31 to 60, 61 to 90 and 90+ now, instead of just 30+ days late. Ver 4.6.9

20.    When you have Cash Advances with renewals setup to print the contract automatically on renewal, it will now print the number of copies you have setup as the “# to print” on the Cash Advance load contract form. Ver 4.6.10

21.    You can run Billing / Invoicing directly from the Customer Menu, instead of only being able to run it when running the On Screen Account Manager. Ver 4.6.11

22.    You can now print an Invoice for a single customer from the Payment or On Screen Account Manager screens. Click on the “Print Invoice” or push Alt-V to print. Ver 4.6.12

23.    For renewable type Cash Advances you now now setup the system to not charge extra interest when paying out a contract that is overdue. This is required in some states. Ver 4.6.12

24.    You can now move due dates on Loaners. This is controlled by the same security settings as any other due date changes. You move the due date by pulling up the customer under payments then clicking on the “Has Loaner” button, then entering in the new due date and pushing enter. Ver 4.6.13

25.    When loading Loaners the contract number is automatically generated now, if you have contract #’s setup to be automatically generated in Store Setup. Ver 4.6.13

26.    You can now remove Inventory items from active contracts. You do this from the Contract Maintenance / Switchout Screen (Point of Sale Menu option 3). See: Removing Inventory from Active Contracts. Ver 4.6.14

27.    The new Print Invoice from Payment screen was generating an error in certain cases. Fixed Ver 4.6.14

28.    The Category Transaction type BOR Report would show 0 for ending BOR when the category did not have any transactions in the specified date range. Fixed Ver 4.6.15

29.    The flips report was including Non Serialized inventory since changes made in version 4.6.7. Fixed Ver 4.6.15

30.    When adding a new category from the Master Model screen the list of categories to create a sub category of was not coming up. Fixed Ver 4.6.16

31.    The feature to re-open a contract when reversing a payment on a contract that is closed has been modified to not try and re-open if the money was other charges only, which would indicate a payment on back rent after the contract was closed. Ver 4.6.16

32.    In 4.6.16 a change was made that caused an error when loading a new model number with a new category also. Fixed Ver. 4.6.17

33.    On Cash Advances when you have the option to set the next due date from date paid when late the correct due date will print on receipts also. Ver 4.6.18

34.    Further enhances have been made in the handling of reversing of payments made on back rent on closed contracts. Ver 4.6.19

35.    When loading and printing agreements the next due date field will automatically fill in from the term given. Ver 4.6.19

36.    You can now view the service history of an inventory item from Inventory Inquiry and Maintenance. Ver 4.6.20

37.    There is now a function to verify the service status of an inventory item that shows in service. This will correct the status if the item is not showing in the service database. You access this function by clicking on the “Function Keys” menu item then clicking “Verify Service Status”. Ver 4.6.20

Update No. 4.5.47        9-7-2000             RTO Pro Windows 95/98/NT Version

Changes in this update:

1.    You can now allow cash advance agreements to be renewed by letting the customer pay the loan fee without paying the full loan amount and then creating a new contract. You can also setup a default number of terms renewals to allow before requiring the loan amount to be paid and a new contract printed. This feature is activated from Store Information Setup under the Other Tab. Ver 4.5.30 See: Store Setup > Other Tab > Cash Advance Features Setup and Cash Advances

2.    Changes were made in the way the Demo version of RTO Pro works. Demo’s can be used with all functions fully operational for up to 75 days. Ver 4.5.31

3.    When you reverse a payment on a closed out agreement the agreement will now be re-opened automatically. Ver 4.5.32

4.    The retail income figure by the contract types on the top of the Income Summary by category was not corect. Fixed Ver 4.5.33

5.    The Modem settings dialog in the Home Office Host and the Deposit Report program now have a button to display the Windows Modem Properties box. This makes it easier to setup the modem settings. Ver 4.5.34

6.    A Cash Advance Analysis Report has been added to the Revenue Reports Menu. This will show Cash Advance revenue and break down new Agreements according to loan amounts. Ver 4.5.35

7.    The Deposit Report has been changed to eliminate inconsistencies between it and the overdue customer list when comparing percentages and overdue counts. The Deposit reports was including NSF contracts in its count and the Overdue list was not. Ver 4.5.35

8.    You can now setup some Home Office functions directly from the Deposit Report program. Ver 4.5.36

9.    The Modem Setup screens in the home office now have a button you can click on to display the Windows Modem Properties dialog box. This makes it easier to setup the modem properties. Ver 4.5.37

10.    You can now display the Inventory detail on items as you are loading them as rentals or sales. You can press ALT-D from the inventory list screen or double click on the item on the rate screen to see the detail information. Ver 4.5.37

11.    You can now display inventory detail from the transfer inventory list and the transfer screen, also from the loaner inventory list screen. Ver 4.5.37

12.    Adding other charges to a Cash Advance contract and then taking a partial payment less than the other charge amount on the contract was causing the other income figure to be doubled. Fixed Ver 4.5.38

13.    You can now password protect RTO Pro Databases from external access. This is done from the security screen (Setup Menu Option 5). Ver 4.5.39

14.    A new report option has been added to the BOR Report (Inventory Menu Option 5) that will layout the report showing Category transactions in the report dates, such as new rentals, re-rentals, pick ups, paid outs etc. by category. Ver 4.5.40

15.    You can now print the Master Security Files by clicking on the “Print” or by pushing Alt-P when it is displayed. You will be given the option to print all or just entries between given dates. Ver 4.5.41

16.    When transferring inventory from another store if the same model and serial number are already in your store you will be prompted to edit the model and/or serial to make it unique so that the transfer can be finished. Ver 4.5.41

17.    When you run a depreciation report a backup of the file will be saved in the “\flips” subdirectory of the data path. Ver 4.5.41

18.    You can now change Inventory status to “JUNKED” and “LOST”. This will remove the item from your available inventory and will cause the item to depreciate out fully. This is done from Inventory Maintenance by pushing F7 when the status is Stock. You will be prompted which status to use “Junked” or “Lost”; you will also be prompted for an optional reason. When the status is not Stock F7 will change the item to stock as always. This function can be password protected from the Security Screen also. Ver 4.5.42

19.    You can now print Checks to give to customers for the money of a Cash Advance Loan. This is for stores who give their customers checks instead of cash as the payment for a Cash Advance Loan. This is setup under Printer Setup. This will work with standard laser type checks which are available from many office supply stores. They are also available from Inform Business Systems Item # L-3001. You can reach Inform at 888-786-3676. Ver 4.5.43

20.    The Inventory Flip report now prints the Category of the inventory also. Ver 4.5.44

21.    The Inventory Depreciation report now prints the Inventory Stock #. Ver 4.5.44

22.    For inventory transfers you can now store the transfer file on drives other than just the A and B drive on your computer. This is done by clicking on the change button beside the drive box on the transfers screens. When transferring in from something other than the A or B drive you must also click on the change button and browse to the transfer file. Note: If you are using a hard drive to as the drive to store a transfer file on you should see the important note under transfer. Ver 4.5.45

23.    When selecting a font and font size other than the default, the font size was not being saved correctly. Fixed Ver 4.5.45

24.    From the payment screen you can now goto the Inquiry mode for the customer by clicking on the “Inquiry” or by pushing Alt-I. This way you can look up previous contracts the customer may have had with you without exiting the payment screen and going into the customer menu. Ver 4.5.46

25.    Going into Inquiry mode from payments (new feature in 4.5.46) then pushing F8 from payments would cause the contract detail to display instead of the contracts summary page. Fixed Ver 4.5.47

Update No. 4.5.29 7-15-2000 RTO Pro Windows 95/98/NT Version

Credit Card, Debit Card and Check Guarantee processing is now available integrated with RTO Pro. Process credit cards through your computer! Call 800-351-6299 for more info or click here.

Changes in this update:

1.    You can now assign a contract to a different customer account. This is done from Contract Maintenance (Point of Sale option 3). When you pull up the customer and the contract you want to re-assign click on the menu item “Assign contract to another Account” or press Alt-A. You will be prompted to enter the account # of the customer to assign this contract to. Ver. 4.5.3

2.    There is now a function to verify same as cash months on all open contracts. This function can be found under the Tools menu in Store Information Setup (Setup Menu option 1). This function will prompt you for the # of months same as cash should be set for then it will automatically check all open contracts to make sure they have that value. If you want to make sure there are no contracts with same as cash enabled set the number of months to 0. Ver. 4.5.6

3.    Help Desk section added to RTO Pro Help file. This section of the help file has answers to questions and solutions to problems that have been reported by users of RTO Pro. 4.5.7

4.    When doing a service inquiry by stock # an error “Item not found in this collection” was generated. Fixed. Ver. 4.5.8

5.    You can now reverse a Cash Advance agreement transaction. You do this from Payment Reversal (Point of Sale menu option 4 then option 2). This will reverse the cash advance out money and close the agreement as returned. This is useful when a customer gets a cash advance and then wants to cancel right afterward. Ver. 4.5.9

6.    When setting RTO Pro to suggest a payment rate when loading a contract (Store Setup - Contracts tab) the default tax rate would not be set, instead it would show 0% tax by default. Fixed. Ver. 4.5.10

7.    If you minimized the report viewer it would cause a Run Time Error 5 Invalid Procedure call. Fixed. Ver 4.5.11

8.    When you printed a contract from Point of Sale option 5 the system would allow you to pick the same item twice. Fixed. Ver 4.5.12

9.    You can now have different contract forms or templates for different contract types when using Word type contracts in RTO Pro. You set the contract layout for each contract type in Printer Setup under the Contract Tab (Setup Menu option 2). You click on the contract type you want to create the layout for then click on create or select. When you do not have a specific file setup for a contract type the default will be used. Note: You must have Microsoft Word version 6 or newer to use this new feature. Ver 4.5.13

10.    The transfer function was allowing you to transfer an item to another store when it was in service. This was changed to so the item in service was skipped and you are prompted to transfer in from service before transferring out. Ver 4.5.14

11.    Contract Markup Report has been added to the revenue menu. This will show contracts opened between any given dates, it displays the contract amount, inventory cost, previous income and number of turns. This report can also be included with the Income and deposit report printout. To add it to the Income and Deposit report go into the setup for that program and check the Contract Markup Report check box. Ver 4.5.15

12.    The field for shop in the service database was changed to 20 characters instead of 15. Ver 4.5.18

13.    The calendar date selector was forwarding and reversing incorrectly when the date is the 31st of the month. Fixed Ver 4.5.19

14.    When you ran an overdue customer list by latest with “skip with commitment” checked no customers would be listed. Fixed Ver 4.5.20

15.    Fixed problem with reversing a nsf payment throwing off revenue figures. Ver 4.5.21

16.    Fixed problem with transferring an item in from service when it had been in service previously. Ver 4.5.23

17.    Added a new label layout for customer labels “Avery 4013”, which is a 3.5” label on 4.5” fanfold paper. Ver 4.5.25

18.    Fixed problem with sales tax report with A-R sales. Ver 4.5.26

19.    Changed BOR report to display as fixed length pages instead of 1 continuous page. Ver 4.5.26

Update No. 4.5.2 May 1, 2000 RTO Pro Pro RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

The much-requested ability to print an agreement after it has been loaded has been implemented. This can be done on open contracts type R-L-O and G only. To print a contract after it is loaded you can pull up the customer under payments, then hit F8, type the line number of the contract (1,2,3 etc) which will bring you to the contract detail. You will see the command "Print Contract" on the menu bar, either click on it or hit ALT-C. You can also access the contract detail from customer Inquiry, where you can print contracts from also.

When loading an agreement that was not pre-printed through Point of Sale option 5, you will now be asked if you want to print the agreement after completing the load process. If you want to disable this prompt you may do so from Store Setup under the Contracts tab. You will only be prompted on contract types R-L-O and G.

The Print Coupons Button in contract detail has been changed to a menu item on the menu bar "Print Coupons". This feature can now be accessed by clicking on the menu item, or by pushing ALT-N.

The report viewer has been changed to make it easier to scroll around and see different parts of the report using the arrow keys. Hitting page down at the bottom of one page will now go to the next page automatically.

When running an overdue and checking the skip with commitment box the total figures on the last page were not correct. Fixed.

The RTO Pro Backup Program has been changed so the Windows Scheduler can start it. This gives you the ability to automatically do backups at any given time and on whichever days you want. You must set it up in the Windows Scheduler the command line options are as follows.
"full" means full backup
"data" means a data backup
After full or data put either "-a" for append or "-o" for overwrite. This is for your choice when using an external disk that is not empty.
the path to backup to if you wish, if you do not put in a path the path that is setup in backup will be used.
This is what the Run line should look like in the Scheduler
"C:\RTOWIN\RTO Backup.exe" data-a a:\ This would do a data backup to the A: drive and would append if the disk is not empty.
"C:\RTOWIN\RTO Backup.exe" full-o e:\ This would do a full backup to the E: drive and would overwrite if the disk is not empty.

You can now password protect the Load Existing Contracts program. This is done from the security screen (Setup Menu option 5).

When using internal templates for contracts if the contract layout had blank lines at the bottom it would sometimes cause a blank page to go through the printer. This has been enhanced to detect blank lines and not send them to the printer when they are at the bottom of the form, thus preventing blank pages from being sent to the printer.

The contract date printed on coupons was being formatted wrong MM-MM-YYYY instead of MM-DD-YYYY. Fixed.

The Help file has been updated and formatted in a way that makes it easier to use.

The overdue customer list can now be run by a range of dates. This will show anyone due between any 2 given dates.

You can now display a Flip Preview report from the flip selection screen. This allows you to view or print a report showing the items that need to be flipped.

You can now flag a customer to not accept checks from. This can be done from the Load NSF function or from customer maintenance (F11 from payment or customer inquiry screen). When a customer is flagged for no more checks a sign that says "No Checks" in red and yellow will be displayed on all payment form windows and also you will not be able to select check as the payment form.

You can now setup inventory that is depreciated by 3 or 5 years macrs to a fiscal year instead of a calendar year. This is done from the store setup screen on the other tab. If your fiscal year does not end December 31st then check the box and enter the last month of your fiscal year.

Click here to download the fix for the Income and Deposit report for version 4.4.0. (In the Income and deposit report released in RTO Pro version 4.4.0 instead of the report printing it is opened with Notepad.)

Version 4.4.0      March 1, 2000

Changes in this update:

The customer listing report now has an option to show stock #'s instead of serial #'s on the report.

The Inventory report 2 line report option has been changed to 3 line and now shows more information. It now includes the current or previous account and the current contract #.

The customer listing by a certain contract type was skipping some customers.. fixed.

The income and deposit report when ran in a store with cash advance only, and was ran with the contract info option was generating an error.. fixed.

To dial into a home office host a user name and password is no longer required.

The communication modules in the Home Office components have been upgraded to correct some communication problems.

The Run Sheet from the On Screen Account Manager now shows the total contract amount and balance for each contract.

There is now a new option for calculating late fees. For overdue fee per payment or per day you can now use a table to set the late fee amount according to the payment amount. For instance you could set it for payments bigger than 0 late fee = 1.00, payments bigger than 20.00 late fee = 2.00, payments bigger than 30.00 late fee = 3.00, etc. This type of late fee structure is required in Indiana.

There is now a contract field for internal contract templates, for cash/ rental cost difference.

. When loading an airtime type contract if you had the option "Print same as cash balance on receipts" set to yes an error would be generated, this is fixed.

You can now load retail contracts with a balance due with interest charges. Right now the only way you can do interest is a fixed per payment amount. In the next few months we will be releasing revolving charge capabilities.

Retail sales can now have mixed taxable items with non-taxable items. The "Accept Yes No" field has been replaced by "Taxable Yes No". To set an item to non-taxable change the yes to no. You can still make the entire sale non-taxable by setting the tax rate to 0.

A refund payment receipt will now show bonus bucks figures involved if the original receipt used bonus bucks.

You can now change the term "and", used between 2 names when both names are printed on a contract to anything you wish. This is done under Store Setup under the contract tab.

Print contracts was allowing you to select the same inventory multiple times when they were seperated by at least one other inventory item, fixed.

Bor and Income graph was corrected to include NSF other fees collected as part of the rental revenue.

A "Receipts" tab has been added to the Store Setup menu. All options dealing with receipts have been moved there.

When you select to print the early payoff amount on receipts you may now change the term used. The term that was used is "Payoff Amount $". This is done from the Store Setup under the "Receipts" tab.

When printing payment coupons you can now specify how many pages of coupons to print. This is for when you do not want to print coupons for the entire contract term.

When you changed the cash price or the contract amount to an odd number (where pmt x payments doesn't equal contract amount exactly) during printing a contract, when you went to load it the figures would go back to the default settings, fixed.

Home Office has been setup to report record counts to make sure they match at the store and Home Office level, this is reported during the processing of store files.

For stores that report to a Home Office there is a new feature in the Income and Deposit Report under the Home Office functions button. This feature is to send changed data records after a given date. This is to update Home Office in case of data inconsistencies that can be tracked to a failed data send. This makes it easier to update the home office and is an alternative to sending a complete data set.

There is now a report under Point of Sale Menu to show contracts which have been printed but not loaded.

The Income and Deposit report will print contracts that have been printed but not loaded. This option can be disabled in Setup for the Income and Deposit report.

Update No. 4.3.17 January 1, 2000    RTO Pro RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

RTO Pro can generate Central File Mail List's now. These lists are used by Central File for direct mail advertising and other services. To get information about Central File's services you can reach them at 800-749-6245. To generate the list you go to the Customer Menu and take option 6, then click on begin. The file, which is generated, will be named "cf.pro" and will be saved in the "Central File\" subdirectory of the RTO Pro directory ("C:\RTOwin" by default). If RTO Pro was installed in the default directory the file location would be "C:\RTOwin\Central File\cf.pro".

The Letter feature of the Customer Listing report would not include customers who have never had a contract loaded to them when all customers was selected. This is fixed.

Some security enhancements have been made, contact FutureWare to get details.

Changes have been made to enable transfer of data to a Home Office. To use these features you must purchase the RTO Pro Home Office program, contact FutureWare for pricing.

When entering a new customer from Print / Pre-load contracts hitting F6 would take you to the Load Contract screen instead of the Print Contract screen. This is fixed.

If you had more than 10 agents an error would come up during Inventory Depreciation. This is fixed.

When deleting inventory you will be prompted to enter a reason for deleting now.

There is a field to enter comments in inventory records now. This is done from Inventory Menu option 1.

Type 5 Inventory Depreciation has been changed so you can change the number of months to any number between 1 and 999, instead of a set 21 months. This is for straight line depreciation starting after received.

When running Customer Listing by Open accounts or closed accounts, you can now pick which contract types to include or exclude.

You may now set a contract to not generate Bonus Bucks. This can be used when a customer's account is updated and you do not want to allow them to get Bonus Bucks anymore.

When you delete an inventory agent you will now be prompted to select an agent to change all existing inventory with the old agent to. This will change any inventory which has the deleted agent to the new agent you select.

In store setupyou can now set a number of remaining months to not allow a discount for early payoff.

Close contract receipts now show the customers address on small receipt printers.

When you changed type 5 depreciation to something other than 21 months then ran depreciation, after running the report the number of months would be changed back to 21. This is fixed.

Update No. 4.2.16 11-5-99    RTO Pro RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

In Store Information Setup under the Other Tab there is now an option to print payoff amount on receipts. Note: This will only work when you are using a Receipt Printer such as an Epson TM-U200 or a Samsung SRP-250. This prints the payoff amount for Rent to Own type contracts which is the balance - the discount you setup for your store.

Projected Revenue Report now totals revenue at the end of the report and it also shows the average remaining months of current contracts.

If you are using an Epson TM-U200 or a Samsung Receipt Printer you now have the ability to have the Due Date line on the receipt printed in red. Note: If you have an Epson TM-U200 you must download the new driver for it from our web site in order to print in red. To download the new driver go to the Support section of the web site, then click on Downloads. You will see the new driver listed. Click here to download new driver for Epson TM-U200. Click here to see instructions for installing the printer driver. To setup the red printing you must select a red font in Printer Setup under the Receipt Tab.

When Inventory reports were run by selected categories you were only allowed to used 20 categories. This has been changed so you can run it by an unlimited number of categories.

From the Flips Inventory list you can now push Enter or double click on an inventory item to show it's detail information (the same as from inventory inquiry).

From the Customer List report screen you can now generate letters with customers names and address's printed on them. You must have Microsoft Word for this feature to work. Instead of a report being printed everyone who would be on the report will have a letter generated for them. This is useful when sending out promotional letters etc.

"Preferred Customer Club" features have been added. These were setup stores that wish to use "The Club" as administered by Nationwide Club Administrators (NCA). For more information about setting your store up for "The Club" call 800-771-2582.

The report viewer now has a Print button to print reports from the viewer.

Category or agent will subtotal by cost, balance and count, when running Inventory Reports sorted by category or agent.

Bonus bucks have been enhanced so you can credit at a set rate and you can set a minimum payment amount to be eligible to get bonus bucks. You can also set whether you want your customer to be able to spend Bonus Bucks on payments, new rentals or both. You can also have a fixed amount of Bonus Bucks be given for opening a new rental contract. You may also add to or take away from a customers Bonus Bucks balance from customer maintenance (F11 from Payment or Inquiry). This feature can be password protected also under Security (Setup Menu option 5).

A new field has been added to Word type contracts to print Original, or Copy. When multiple copies are printed the first will say Original, the second Customer Copy and the third and subsequent will say Store Copy.

A new feature has been added which will prompt you to verify the system date and time the first time RTO Pro is run a computer for the day.

Customer reports by a certain closed date was not working correctly, this is fixed.

Some fixes were applied to the Master category editing functions. If 2 categories were edited one after another the second one would not be handled right, this is corrected.

The report generated when transferring inventory to service was changed to show Brand, Date Received and Warranty begin date. The inventory items are separated by a blank line now also, making it easier to read.

Update No. 4.1.20 9-9-99    RTO Pro RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

RTO Pro can now be used with Microsoft Word 2000 to print Contracts. Cash Advance Agreements, Letters, Invoices and NSF Letters.

When a due date is moved it will now show up in the customers payment history. Revenue reports will also show revenue lost due to moved due dates. In Store Setup you have an option to print receipts when changing due dates.

Inventory reports now have an option box at the bottom, which you can check if you want stock #’s to show on report.

Inventory reports may be sorted by Stock number now.

Same as cash options can be enabled on contracts now. In store Information set up you can set the default number of months and contracts that S.A.C. are allowed on. You can also setup S.A.C. balance and exp. Date to print on receipts.

Cash price now shows up as a input box on Printing and loading contracts, so that the figure may be modified from settings in Store Setup.

“Bonus Bucks” can be given to customer now. This is an incentive for your customers to pay on time. In Store Information Setup you set the % of payment to credit and the number of days in advance of due date payment must be paid to receive bonus bucks. Contracts types which bonus bucks are to be applied can also be setup. Bonus bucks figures will print on receipts when enabled. Bonus bucks can be used to pay future payments. When a customer has bonus bucks their balance will be displayed on the payment form screen in payments. To use the bonus bucks toward a payment click on the Use Bonus Bucks checkbox the amount due from customer will be adjusted accordingly. Revenue reports will be adjusted for bonus bucks used and will also show bonus bucks earned.

The term “Tax” may be changes as printed on payment and new rental receipts. This can be changed in Store Information Setup.

You can now have RTO Pro suggest payment rates for rentals. This is accomplished by setting up a table of maximum # of months contract and X cost. A default table can be setup as well as individual tables by inventory category. You can also password protect changing of suggested rates. The table is described below.

There is a checkbox on the print contract screen which you can check if you want to have contract print with both customer and alternate name on contract.

When receiving inventory the retail price field will be filled in from the value specified as the gross retail markup in the categories record. If there is no gross markup the default markup will be used. The default markup can be set from Security (From Main Menu push 5 then 5 again)

Inventory categories can be deleted now from Master Model / Category (Option 3 from Inventory Menu).

Run sheets now show # of times customer has been deferred and # of total days deferred.

Overdue Customer List now has an option box, which you can check if you want the report to print out in Run Sheet form. The Run Sheet Form is what is printed when you push F5 from the On Screen Account Manager. This type of report will use more pages for printing, but it shows a lot more detail.

In Printer Setup under the Run Sheets tab there is now an option which you can set to wait till there are 2 run sheets from the On Screen Account Manager to be printed before printing. This allows you to print 2 run sheets on 8 ½ x 11 paper with laser, deskjet and inkjet printers. When you exit the O.S.A.M. if there is a single run sheet in the que it will be printed.

Inventory reports can be run by Warranty began dates now.

The More Comments buttons can be accessed by pressing ALT C and the Loaner button can be accessed by hitting ALT L. This is from the Payment/Inquiry and the On Screen Account Manager screens.

Overdue Customer reports can be set to skip customers with current commitments.

Cash Advance Contracts now have a field for time. This is for printing the time con Cash Advance Agreements.

Contracts can now be printed with these additional fields filled in: Stock #’s, Brands and cash price including tax. Note: These new fields can only be used with Word type contracts. Also there is a field for late fee, this can only be used if your Auto Late Fee options are setup to charge Per Payment by %.

On the Overdue customer list you now have the option to include or exclude the following contract types: G- As Collection Agent, O - Other and Loaners

When receiving inventory the retail price field will be filled in from the value specified as the gross retail markup in the categories record. If there is no gross markup the default markup will be used. The default markup can be set from Security (From Main Menu push 5 then 5 again)

Version 4.1.20 corrects a problem in Ver 4.1.18 that would cause some revenue reports to incorrectly total figures when a refund of a payment was made, this was caused due to changes in system for Bonus Bucks.

Update No. 4.0.10 6-14-99                                 RTO Pro Windows 95/98/NT Version

Changes in this update:

A Main Menu button has been added to the menu bar of most forms in RTO Pro. Clicking on this button or pressing Alt-M will take you to the main menu from wherever you are in the program.

The projected revenue report now shows projected insurance income also.

A function has been added to the Store Information Setup menu that will change tax rates on all open contracts from any old rate to any new rate. This can be used when your sales tax rate is increased.

Loaners can now be loaded in the system. The option for it is under the Point of Sale Menu, option ��7”. When loaners are loaded for a customer and the customer is pulled up under payments or inquiry a button will appear so you know the customer has a loaner. To display loaner information simply click on this button. When the loaner is overdue the button will be red. Inventory reports and customer listing can now also include loaners.

A Service Menu has been added to the Inventory Menu. From there you can transfer inventory to and from a service location. When transferring to service you can enter a service problem and when transferring in you can enter the service performed as well as the service charge. You select or enter a service shop for the merchandise to be transferred to so you can have an inventory of what’s in service and where it is. A inventory item can be transferred to service even if it is sold or rented. Service inquiry’s can be done by In Service only or all. There is also a Service Reports function that will be added soon.

Contracts printed using MS Word can now use the same fields in up to 6 places. For instance if you want to show the customers name on the contract in 2 different places you can do that now.

A new field “Cash Price” has been added to Word and Internal template contracts. This field will add the total of the retail price field on all inventory on the contract. If the retail price field was not filled when the items were received a default markup value will be used. The system default is 40% gross profit, this value can be changed in Store Setup under the Other tab.

Social Security #’s and Date of Births can now be entered for customers.

Inventory reports can be sorted by Model, Category or Brand now.

A new report viewer has been implemented. This will automatically maximize to the size of your screen.

RTO Pro can now handle Cash Advance Transactions. Also agreements can be printed. This feature can be accessed under Point of Sale option 8. After loading a cash advance agreement you can take the payment on it like a regular rental. Note: The agreement sample for printing is s Tennessee Agreement, you can customize it for your state. YOU MUST HAVE MICROSOFT WORD IN ORDER TO PRINT CASH ADVANCE AGREEMENTS.

A new Backup Utility is included with this update. The setup program will create an icon on your desktop to start the program. This program can be used with any drive that is accessible through the Windows Explorer like 3.5” floppy’s, LS120 Super Disk Drives, Zip Drives and some tape drives.

Overdue reports and Run Sheets now show inventory description along with model and serial number.

Customer listings can be done by open rentals only and also by open cash advance customers only.

Update No. 3.2.8    5-3-99    RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

A Service Menu has been added to the Inventory Menu. From there you can transfer inventory to and from a service location. When transferring to service you can enter a service problem and when transferring in you can enter the service performed as well as the service charge. You select or enter a service shop for the merchandise to be transferred to so you can have an inventory of what’s in service and where it is. A inventory item can be transferred to service even if it is sold or rented. Service inquiry’s can be done by In Service only or all. There is also a Service Reports function that will be added soon.

Contracts printed using MS Word can now use the same fields in up to 6 places. For instance if you want to show the customers name on the contract in 2 different places you can do that now.

A new field "Cash Price" has been added to Word and Internal template contracts. This field will add the total of the retail price field on all inventory on the contract. If the retail price field was not filled when the items were received a default markup value will be used. The system default is 40% gross profit, this value can be changed in Store Setup under the Other tab.

Social Security #’s and Date of Births can now be entered for customers.

Update No. 3.1.39    4-12-99    RTO Pro Pro Windows 95/98/NT Version RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

Loaners can now be loaded in the system. The option for it is under the Point of Sale Menu, option "7". When loaners are loaded for a customer and the customer is pulled up under payments or inquiry a button will appear so you know the customer has a loaner. To display loaner information simply click on this button. When the loaner is overdue the button will be red. Inventory reports and customer listing can now also include loaners.

The projected revenue report now shows projected insurance income also.

A function has been added to the Store Information Setup menu that will change tax rates on all open contracts from any old rate to any new rate. This can be used when your sales tax rate is increased.

A new security feature has been added that allows you to limit how far ahead a due date can be set when loading or printing a contract without a password. You can set the # of days to 1-9 this will only limit the # of days not paid for. Example: if you set the # to 5 and today is 3-1-99 and a contract is loaded with 1 month pmt down and the due date is set at 4-7-99 a password would be required, for 4-6-99 a password would not be required.

Late charges can be setup differently for Monthly and Weekly/other contract terms. This is setup under Store Information setup on the Late Fee’s tab.

A More Comments button has been added to the On Screen Account Manager, Payment Screen and Customer Inquiry Screen. Clicking this button will bring up an extended text box where you can enter up to 1.2 GB of text. A print button is also on the screen to print the extended comments. This is to store long term comments.

Reports will now show time printed.

You can now change font and font sizes on reports.

When editing contracts with Word Templates from RTO Pro if you exited word without clicking on the Return to Word button an error would come up, this is fixed.

2 new Contract types have been added G – As Collection Agent and O – Other. The revenue from these two types are reported separately on revenue reports. They are handled the same as a Rent to Own except no early discount is shown. These can be used for any accounts that you want to be able to track revenue separately for.

The field to enter the next stock # in store setup was not allowing more than 3 characters in it, this is fixed in this update.

A Main Menu line has been added to the menu bars on most forms. Clicking on this line will take you to the Main Menu.

Update No. 3.1.16     2-5-99                  RTO Pro              RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

Contract numbers can be automatically generated now. Also a prefix can automatically added to it. To set this new feature up go into Store Setup and click on the Other tab. You can enter a prefix if you wish and also the contract number you wish to start with.

Serial numbers can be generated automatically now. In order to use the new feature click on the Auto Generate Serial #’s button which has been added to the serial box in inventory receiving. You will be asked how many you wish to receive then the serial numbers will be filled in automatically, with the next available serial #’s.

In store setup there is a checkbox that’s been added for store in Canada, checking this box will enable the Canadian features.

A command button has been added to the Depreciation Report screen to run estimates.

APU figures have been added to the BOR and Income Graph Report. These figures are on page 2 of the report.

A Projected Income Report has been added to the Revenue Report Menu. This report will show projected revenue for up to 24 months ahead.

When you do transfers in or out of a store you will be prompted if you want to print a transfer report. If the report is not printed it is still saved in the report list of the Printing Utility (F5 from Main Menu).

When doing an inventory switchout on contracts a switchout receipt will be printed now.

Stock #’s can be generated automatically now. The stock #’s are tracked and the next available # will be given automatically. You can also set the number of digits to be used for stock #’s. See the chart below for an example of why this should be used.

If you use the Auto Generate Serial # feature you can now select how many digits to use. You set this up under Store Information Setup. For example if you set digits to 5 (the default setting), all serial #’s generated will have at least 5 digits. Serial number 100 would be 00100, 200 would be 00200 etc..

Alphabetic listings showing normal numbers and numbers with 5 digits minimum. Using a minimum # of digits is helpful when looking at #’s alphabetically. Below is an example of how #’s would be listed alphabetically from the inventory list. 5 digits is just an example you can set this to any value up to 15.

Normal 5 digits

1 00001

10 00002

2 00003

3 00004

4 00005

40 00010

5 00040

Update No. 3.1.15                2-1-99        RTO Pro Pro Windows 95/98/NT Version

Changes in this update:

Contract numbers can be automatically generated now. Also a prefix can automatically added to it. To set this new feature up go into Store Setup and click on the Other tab. You can enter a prefix if you wish and also the contract number you wish to start with.

Serial numbers can be generated automatically now. In order to use the new feature click on the Auto Generate Serial #’s button which has been added to the serial box in inventory receiving. You will be asked how many you wish to receive then the serial numbers will be filled in automatically, with the next available serial #’s.

In store setup there is a checkbox that’s been added for store in Canada, checking this box will enable the Canadian features.

The Auto Contract # feature was changing the contract # when you printed a contract then went to load it, this is fixed.

A command button has been added to the Depreciation Report screen to run estimates.

APU figures have been added to the BOR and Income Graph Report. These figures are on page 2 of the report.

A Projected Income Report has been added to the Revenue Report Menu. This report will show projected revenue for up to 24 months ahead.

When you do transfers in or out of a store you will be prompted if you want to print a transfer report. If the report is not printed it is still saved in the report list of the Printing Utility (F5 from Main Menu).

When doing an inventory switchout on contracts a switchout receipt will be printed now.

Ver 3.1.9 Released 1-8-99

Changes in this update:

1. Store Setup now has a checkbox for Canadian stores to activate the Canadian features.

2. The BOR/Income Graph has been improved, and now shows 13 months of records.

3. For Non-Serialized sales the sale inquiry screen now shows the quantity sold.

4. A Non - Serialized Cost report has been added to the Inventory Menu. This will give you the cost of Non Serialized items sold between any given dates and also shows the quantity on hand.

Ver 3.0.18 Released 12-10-98

Changes in this update:

1. The overdue report screen now has an option where you can select which contract types to include in the report.

2. The payment report now shows transaction type and payment form. The transaction type was replaced by payment form recently, now it shows both.

3. In the on screen account manager you can now go from the first customer to the last by hitting Pg. Up.

4. Stock / ID# in inventory is now indexed which means you can search by the stock # in inquiry and also when loading a sale or rental.

5. A "Brand" field has been added to the inventory database. This is for the manufacturer or supplier. This is also an indexed field so searches may be made by brand.

6. You can have unlimited categories in inventory now, also you can setup a category to be a sub of another category. For example you may have a category of TV and sub categories of PORTABLE, CONSOLE etc. The categories would show up like TV, TV:PORTABLE, TV:CONSOLE.

7. The payment report now shows the employees initials if payments are setup to require a password.

8. From the Inventory Inquiry search screen you can bring up a list of categories to search by. To do this you click on the arrow at the end of the category field.

9. The All Customer option in customer listing when printing labels will now print all customer records even if they never had a rental or retail contract, unless the contract date fields are filled in.

10. The Income and Deposit report program can now be customized to show detail of payments. Also you can set the Overdue % and Contract summary report to run daily. You can also set up this report to be printed instead of just as part of the .inc file.

11. The Model Master Maintenance has been changed so that when you make a change to a master model's category or brand you will be asked do you want all matching models that have been loaded changed to the new category and brand. This will make it easier to change to new categories and to enter brands for RTO Pro customers who are upgrading to this new version.

12. A BOR / Income graph has been added to Revenue Reports and to the Income and Deposit Report program. This graph will show the BOR count and monthly revenue for the current month and the past 12 months. After the graph is displayed it may be printed by clicking on the printer icon at the bottom of the screen.

13. Contract numbers can be automatically generated now. Also a prefix can automatically added to it. To set this new feature up go into Store Setup and click on the Other tab. You can enter a prefix if you wish and also the contract number you wish to start with.

14. Serial numbers can be generated automatically now. In order to use the new feature click on the Auto Generate Serial #'s button which has been added to the serial box in inventory receiving. You will be asked how many you wish to receive then the serial numbers will be filled in automatically, with the next available serial #'s.

Previous updates

Ver 2.3.9 Released 9-4-98

1. Commitment date now prints on overdue reports and on run sheets.

2. You can now require a password to take a payment, load a contract, load a new sale and close out contracts. If this option is set revenue reports will show the operators name.

3. Revenue summary and Income and deposit reports now show a breakdown of revenue by payment form.

4. There has been a tab added to store setup for Insurance/GRP. In this you can change the initials for GRP to be called whatever you want (APP, PPP, INS etc.). It still has to be 3 letters. You can also setup the GRP to be charged at a set rate automatically when you load or print contracts. You can select what contract types to charge to automatically.

5. In the Customer Listing/Labels report an option has been added for All Customers. This will show all customers open or not, retail and rental.

6. You can now load NSF or returned checks in RTO Pro and take payments on them like a regular contract. When you load the check you also have the option of printing a returned check letter to the customer. This can be done with an internal letter which you can edit or with a MS Word letter which you can use and edit if you have Microsoft Word ver 6.0 or newer. The checks loaded and paid on show on a separate line on the income reports.

RTO Pro Software