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15159: DAS17 Updates


DAS 17 Update Notes

DAS17 Updates

 

1.0.0.0

  • BUG
    • The email feature within the Firm module had several corrections.
    • Under the Client module, updating prior year client information is now pulling over employee payroll in Drake Accounting 2017.
    • Corrections have been made to the Divisions and Backup features.
    • Quarter ending dates within the State Tax and Wage forms have been corrected, 94x forms became available, Expense Accounts now list the Current Liability accounts, and several visual issues on state forms have been changed within the Employees module.
    • Within the Accounting module, the entity code is now carrying over for the transactions, errors within the Accounting reports have been corrected, and posting transactions have been enabled.
    • Under the Payables module, the address will now print correctly on MICR checks and exception errors within the Check Writer have been fixed.
    • Within the Receivables module, duplicates for Sales tax codes have been fixed and the Customer Snapshot data is now being produced.
    • Under the Tools module the Forms 1099 name was corrected to match IRS specifications. You can now print blank forms that you have selected.
    • OTF employees will now update from the prior year.
    • Under the Setup module the logos now show on reports and Electronic signatures have been enabled.
  • NEW FEATURES
    • Short descriptive videos are being created for Accounting.DrakeSoftware.com. We changed the federal/state form selection process.
  • TASKS
    • Changed “Drake Password” to “e-File Password”, corrected global alignment, and employee localities are now saving correctly.
    • Updated withholding tables and formulas for New York, North Carolina, New Mexico, Puerto Rico, Vermont, Missouri, Oklahoma, Rhode Island, and Maryland.
  • IMPROVEMENT
    • Implemented Spreadsheets, added the total number of clients on the Update Prior Year screen, and added federal forms to Print Blank Forms.
  • SUB-TASK:
    • Drake Accounting can now correctly pull over the Chart of Accounts and enable Save/Print for state forms.

1.1.0.0

  • BUG
    • The Restore screen under the Client module shows the status when restoring a backup of a client.
    • The reset button is fixed and corrected several unhandled exceptions within different parts of the Employee module.
    • Verifying messages have been added when deleting transactions and leaving the Chart of Accounts if it is out of balance. Fixed erroneous messages within the Bank Reconciliation along with inconsistent transaction matchings.
    • Payables contractors were changed to vendors, unhandled exception messages fixed when updating prior year vendors.
    • Updated design for federal forms and corrected errors when attempting to import a spreadsheet.
    • Minor adjustments on state forms for Georgia and Alaska under the On the Fly module.
    • Check formats for payroll and payables will now carry over from the prior year.
  • NEW FEATURE
    • Making Drake Accounting more intuitive and creating OTF state and federal forms.
  • TASK
    • Added checkboxes under Client > Delete, cleaned up the general appearance of state forms, corrected erroneous errors  within the Client Transfer Utility, updated withholding tables for North Dakota and Georgia, incorporated 10 year transactions with the Bank Reconciliation screen, and corrected minor issues within the 941 Form.
  • IMPROVEMENT
    • Barcodes have been put on applicable forms, Security Setup changed wording for consistency purposes, and added the ability to view federal reports.
  • SUB-TASK
    • Added payables and receivables items to spreadsheets and Added hourly exempt over time calculations in the employee’s module.     

1.2.0.0

  • BUG
    • Corrected exception error within Bank Reconciliation, date pickers and payment amounts has been corrected on the Form NC-5P, minor adjustments have been made to Payables Vendors and Apply Payments screen under the Receivables module.
  • TASK
    • Fixed unhandled exception error when entering transactions and made minor fixes to the Report Reviewer.
  • IMPROVEMENT
    • Updated firm Rates 2017, corrected an error for OTF, and updated validation within the Receivables module.


1.3.0.0 

  • BUG
    • The Restore screen under the Client module shows the status when restoring a backup of a client.
    • The reset button is fixed and corrected several unhandled exceptions within different parts of the Employee module.
    • Verifying messages have been added when deleting transactions and leaving the Chart of Accounts if it is out of balance. Fixed erroneous messages within the Bank Reconciliation along with inconsistent transaction matchings.
    • Payables contractors were changed to vendors, unhandled exception messages fixed when updating prior year vendors.
    • Updated design for federal forms and corrected errors when attempting to import a spreadsheet.
    • Minor adjustments on state forms for Georgia and Alaska under the On the Fly module.
    • Check formats for payroll and payables will now carry over from the prior year.
  • NEW FEATURE
    • Made Drake Accounting more intuitive and began creation of OTF state and federal forms.
  • TASK
    • Added checkboxes under Client > Delete, cleaned up the general appearance of state forms, corrected erroneous errors  within the Client Transfer Utility, updated withholding tables for North Dakota and Georgia, incorporated 10 year transactions with the Bank Reconciliation screen, and corrected minor issues within the 941 Form.
  • IMPROVEMENT
    • Barcodes have been put on applicable forms, Security Setup changed wording for consistency purposes, and added the ability to view federal reports.
  • SUB-TASK
    • Added payables and receivables items to spreadsheets and Added hourly exempt over time calculations in the employee’s module.


2.0.0.0 

  • BUG
    • Fixed some unhandled exceptions within the Firm module.
    • Michigan withholding and state rates will now save once they have been entered.
    • E-signature is now working on the W-3, some minor display issues on state forms have been fixed, and the 941 third party designee information now pulls over correctly within the Employee’s module.
    • The COA will now bring over the start of year balances from CWU within the Accounting module.
    • Fixed the tabbing order and checkbox placement within the Payables module.
    • Customer setup will now save entered information, auto invoicing is now working correctly on the invoices, and a few misspellings have been corrected.
    • The patch installation was enhanced. You can now generate the W3 OTF without any errors.
  • NEW FEATURE
    • State e-filing is being implemented.
  • TASK
    • Created a way to e-file Forms 1099 and in the process of creating archived bank reconciliation reports. Drake Accounting will now allow you to simultaneously print direct deposit and regular checks.
  • IMPROVEMENT
    • You can now put foreign addresses for Payables Vendors.
  • SUB-TASK
    • Fixed some unhandled exceptions within the Accounting module.


2.1.0.0 

  • BUG
    • Validation and Sick pay are now carrying over to the Employee Setup when being brought forward from a prior year.
    • The state and city will now populate when you enter the zip code when creating a new employee.
    • Restrictions on fields within the state forms have been created and you can change the date on the forms within the OTF module.
    • Data is no longer overlapping on the Check Writer within the Payables Module.
    • Receivables transactions are now flowing to the journal screen correctly and the Apply Payments screen now pulls over the correct customer information.
    • Various unhandled exceptions were fixed throughout the program.
  • TASK
    • Fixed inconsistencies and unhandled exceptions on Invoices, as well as miscellaneous issues on UT TC-941 PC.
  • IMPROVEMENT
    • Added memo and e-signature to the invoices under the Payables module, and you can now edit SC1606 address and save the form without receiving an error message.
    • The software will only allow to match one deduction to one benefit.
  • SUB-TASK
    • Fixed several reports that were not able to generate previously such as Profit and Loss reports and Year to Date reports.


2.2.0.0 

  • BUG
    • You can now delete invoice line items.
    • Fixed unhandled exception within the Employee Setup screen and State Tax & Wage forms.
  • TASK
    • Made minor corrections on the Apply Payments screen under the Receivables module.
  • IMPROVEMENT
    • Account #340 was renamed to “Health Insurance WH”.


2.3.0.0 

  • BUG
    • Watermarks have been created for Forms 941, W-2, W-3, 1099, and 1096.
    • Several corrections have been made to OTF state forms such as TN, MO, TX, PA, SC, AL, NH, AL and NC.
    • Validation issues have been corrected on the Benefits/ Deductions screen, as well as unhandled exceptions have been fixed throughout the application.
  • NEW FEATURE
    • When importing the Chart of Accounts from CWU, the account numbers have been corrected and can now be posted.
  • TASK
    • Implementing the OTF module to work with federal forms. Added the new Drake Accounting phone number within the software.
  • IMPROVEMENT
    • Updated W2/W3 forms to 2017 versions and organized Crystal Reports for easier navigation.
  • SUB-TASK
    • You can now view federal forms for employees/ vendors without having to reprocess those forms.


2.4.0.0 

  • BUG
    • Exception errors have been fixed throughout the application.
    • You can now enter letters and special characters when creating a password for a client.
    • The Liability account under the Employer 401(K) within the GL Account Numbers within the Employee module will now save for accrual basis clients.
  • TASK
    • Revised federal forms to accommodate new OTF architecture.
    • E-file has been created for MEUC1, INUC1, NC101, PAUC2, and PA501.
  • IMPROVEMENT
    • Electronic filing for all applicable states is being implemented.


2.5.0.0 

  • BUG
    • Corrected unhandled exceptions on State Tax & Wage forms within the OTF and Employee’s module.
    • Inconsistencies have been fixed when updating prior year clients.
    • Account numbers will now show once you have posted transactions.
  • NEW FEATURES
    • Adding ability to do W2C/W3C OTF.
  • TASK
    • Updated the process to allow W-2 to be e-filed for 2017.
    • Functionality has improved within the Check Writer.
    • Limited restrictions on textboxes throughout the program.
  • IMPROVEMENT
    • Corrected some inconsistencies on textbox labels in Drake Accounting.
    • Left aligned the phone field on Form 1099.
    • Changed the Start of year date for sample company Drake & Co from 2016 to 2017.
    • Information from W-2 will now flow to W-2C within the OTF module.


3.0.0.0 

  • BUG
    • Fixed unhandled exception within various modules of Drake Accounting.
    • Corrections have been made on various state forms within the OTF and Employee’s module.
    • Corrected validation issues when importing a spreadsheet.
    • Corrected database login when doing a bank reconciliation.
    • Check print earnings are now being carried over to the check stub within the Employee’s module.
    • Check Stub adjustments are now effective.
    • Crystal reports within the Accounting module has corrected the error: Unable to generate report.
    • New button within the Payables module has been fixed.
    • Control numbers and calculations on the federal forms have been corrected.
  • IMPROVEMENT
    • Modified form check boxes and fields withing federal and state forms.
    • Added the ability to import/ export journal entries.
    • Made Quick entries the default choice within Accounting Options.
    • Fixed existing patch notes under Tools.
  • TASK
    • Changed 94x preparer Setup to Preparer Setup within the Firm module.
    • Corrected some global formatting issues within the software.
    • Updated tax rate for New York City for 2017.
    • Made some minor adjustments within the Payables Module.
    • Added Maine license number within the Preparer Setup screen.


3.1.0.0 

  • BUG
    • Exit button now displays within the Vendor Setup and when viewing 94x results.
    • GA DOL-4N now uses Unemployment ID within the State Tax & Wage forms.
    • CASDI now calculates correctly on ATF checks within the Employees module.
    • 941 wages are now including benefit amounts when applied to gross.
    • Several unhandled exception errors were corrected within the Employee module.
    • Several corrections were made to the State Tax & Wage forms within the Employee module.
  • NEW FEATURE
    • Added the ability to produce W2c & W3c OTF.
  • TASK
    • Kansas 2017 withholding changes are now effective.
    • Made external patching more automatic.
    • Changed the default location for Nelco Signatures on the Check Alignment.
    • Added link to Crystal Reports viewer download under Web Links within the Help module.
  • IMPROVEMENT
    • The Enter key now acts as a tab key within the Journal Entry.
    • Switched the keyboard shortcut for hide/show tree menu to a button.
    • Added "Use Default Amounts" button when adding a deduction or a benefit for an employee within Employee Setup.
    • Cleaned up and corrected a few minor things within State Forms.


3.2.0.0 

  • BUG
    • Corrections to Crystal Reports: Cash Flow, Vendor Listing, 2 Column Monthly vs. YTD P & L, Tax Liability & Profit & Loss.
    • Corrections to State Tax and Wage Forms: Illinois (UI340), NC 101, SC 101, SC-1605, WV US-154, North Dakota SFN-41263, Kansas K-CNS-101, CA DE-9, FL RT-6A & IL 941 and to Federal Forms: 1099 DIV, 1099 R & W2G.
    • Updated IL WH Rates & Kentucky Localities for 2017.
    • Adjustments made to Payables Vendor Setup screen validation.
  • IMPROVEMENT
    • Added the ability for preparer data to be loaded onto state forms & automated penalty and interest calculations.
    • Check print (for both payroll and payables) now displays check number in the checks grid when the reprint checkbox is checked.


3.3.0.0 

  • BUG
    • Corrected the tabbing order on CA DE-9.
    • Unhandled exception error on Direct Deposit and Benefit/Deduction screens have been fixed.
    • Chart of Accounts now brings over the proper accounts when updating from the prior year.
    • Minor fix in the WH Code within Deductions.
    • You now have the option to enter a SSN within Paid Preparer Setup.
    • Corrected an error within Drake Documents Options, fixed quarter default dates within State forms.
    • Several adjustments have been made within the Bank Reconciliation screen.
  • TASK
    • Added a Tip of the Day on changing pages within federal/state forms.
    • Penalty and Interest date format has been corrected on state forms.
    • Column sorting for Employee Listing Report has been added.
  • IMPROVEMENT
    • Updated the Help File and fixed several global tabbing issues.
    • Arrow keys will allow you to move between pages in federal/ state multipage forms.
    • Corrections have been made with importing EasyACCT account numbers.
    • The Chart of Accounts will be unlocked until you post from within Drake Accounting.


 3.4.0.0

  • BUG
    • Made some corrections within Crystal Reports such as alignment, adding date pickers, e-signatures, and correct accounts now showing on the various reports.
    • Tax deposit information is now coming over when being updated from CWU2017 to Drake Accounting 2017.
    • The NY preparer telephone number has been added to applicable state forms as well as the SUTA wage calculation being corrected.
    • Corrections have been made with the early payment discount within the Receivables module.
    • ATF deduction overrides now shows in red.
    • SC101 e-file is being generated correctly now.
    • An unhandled exception was corrected within the PA UC2X state form.
  • TASK
    • You can now create a PIN application without receiving an error and made a small fix in the Check Print screen for Employee’s module.
    • NY45 unemployment rate is now pulling over properly.
    • Client Reports will now be the first report group to open under Review Reports now.
  • IMPROVEMENTS
    • Updated Maine Withholding rates for July 2017.
    • Made minor adjustments such as adding page numbers to OTF state forms.


3.5.0.0 

  • BUG
    • Unhandled exception errors throughout the application were corrected, fixed Crystal Reports from crashing, and fixed excessive loading with OTF federal forms.
    • An error has been corrected when posting prior year transactions and the software will no longer crash when saving 94x forms.
    • The Social Security number format on KY UI 3 has been fixed.
    • Receivables invoice balance now updates after deleting a payment.
  • NEW FEATURE
    • You can now import sales tax for clients within the Tools module.
  • TASK
    • Miscellaneous improvements throughout the software and implemented the functionality of “Create PIN Application” within the Client module.
  • IMPROVEMENT
    • CWU password for client files will now come over to Drake Accounting properly.
    • Additional information for preparer setup is now available and title placements are now consistent within Crystal Reports.


 3.6.0.0

  • BUG
    • Default hours will now populate correctly.
    • Consistency issue for a tipped commission employee has been fixed.
    • Unhandled exceptions throughout the program have been corrected.
    • The excess wages and exemption values are now correct on 940 tax deposits.
    • Default hours being rounded up to the next hours has been fixed.
  • NEW FEATURE
    • Payroll Summary Report was created.
  • TASK
    • Added ability to e-file OTF forms.
    • Miscellaneous formatting issues within the Receivables module has been corrected.
    • The date picker has been added to Accounting Options.
  • IMPROVEMENT
    • Added “Mark printed” label next to the ATF checkbox on invoices within the Payables module.
    • The active client was added to the tool bar. Implemented all of the decimal values on NY S45ATT1.
    • All of the report headers and footers are now in bold for consistency purposes.


3.7.0.0 

  • BUG
    • Date of Birth is no longer a requirement when setting up an employee.
    • Validation is no longer required on Default hours.
    • Unhandled exceptions throughout the Receivables module have been corrected.
    • If a change has been made in payroll, the correct amount will now display on the check.
  • TASK
    • 94x transmit within the e-filing module can now e-file annual forms.
    • Corrected certain state forms.
    • A popup message has been added if a prerequisite is missing within the application.
  • IMPROVEMENT
    • ATF checkbox has been added to the Payables Check Writer.
    • Also, Payables Vendors address information is no longer required for Non-1099 Vendors.


3.8.0.0 

  • BUG
    • Removed the payment type of N/A in Apply Payments.
    • Corrected some unhandled exceptions throughout the application.
    • Fixed the population for the 943 tax deposit.
    • Receivables invoice sales tax is now working correctly.
    • Fixed error with product description duplicating the item description.
    • Added blue validators in OTF state forms.
    • Tabbing has been corrected on AK TQ01C and NH DES-200.
    • Several fields have been fixed in ID TAX020 and WA 5208A and WA 5208B.
    • Shipping address now auto-fills the city and state when the ZIP code is entered.
    • Shipping charges now save when entering them on Receivables invoices.
  • NEW FEATURE
    • Unlocked the COA to allow users to edit it after transactions have been edited and posted.
    • Paid Preparer Setup now has a button to bring over the firm information automatically. 
  • TASK
    • Implemented state e-filing of W-2s.
    • Added email and title to Paid Preparer Setup.
    • Reduced the amount of validation on PIN application.
    • Included ability to transmit PIN application files.
  • IMPROVEMENT
    • Federal and state forms will now save to the DDM if Drake Documents is set up to save documents automatically.


3.9.0.0 

  • BUG
    • Tabbing issues and calculation issues with HI UCB6 and IL UI340 have been fixed.
    • USDOL link under the Help module now goes to the correct website.
    • Auto invoicing validation has been corrected when bringing receivables clients forward from the prior year.
    • The date range within Apply Payments has been fixed.
    • Correct amounts will show for the vendors on the Direct Deposit screen under Payables Module.
    • Update Prior Year within the Accounting module no longer freezes.
    • Restore Backup screen now works correctly if there are over 100 clients in Drake Accounting.
    • “Pay Period End Date” on the Tax Liability Report has been removed.
    • Pay Period end date reports such as “Payroll report”, “Payroll Report Expanded” have been removed.
    • Negative amounts are now allowed on adjusted fields in the Tax Deposit screen.
    • 944 will now display correctly.
  • TASK
    • Error messages have been fixed when receiving updates.
    • Tabbing order in OTF has been corrected.
    • Added a tooltip delay to Firm Setup.
    • Added the ability to add vendors on the Check Writer screen within the Payables module.
  • IMPROVEMENT
    • State abbreviations are now in alphabetical order throughout the application.
    • Validation issues within the Vendor Setup has been corrected.
    • A space has been added between the first and last name on the Apply Payments screen in the Receivables module.

3.10.0.0 

  • BUG
    • Fixed box 11 of the OTF 1099-R
    • Removed COBRA premium lines from the 941 tax deposit.
    • The customer statement report within Receivables now shows early discounts.
    • SSNs will pull correctly to the various state forms.
    • Name and Title on the 943/945 are now populating correctly.
    • Several changes and corrections have been made to the state forms.
    • Fixed a spacing error in the message when updating prior year clients.
    • The total on the invoice will now update correctly once changes have been made.
    • The 1096 no longer populates when selecting the 943 report.
    • Unhandled exception within the GA 7-SB has been corrected.
  • NEW FEATURE
    • Overpayments on 94x can be tracked and auto-filled on the next return type that is prepared for the client.
  • TASK
    • An error was corrected when saving after selecting the 8974 on the 941.
  • IMPROVEMENT
    • A validation will now occur when the schedule B needs to be filled out in the 941.
    • More Payables information can now be updated from CWU to Drake Accounting.
    • Payments within payables will now save correctly.

3.11.0.0 

  • BUG
    • Relieved some over-validation on Email Setup.
    • Fixed error message on Accounts Receivable General Ledger screen.
    • A correction was made on the Invoices report.
    • Beginning balances are available all the time now.
    • Peachtree importer will now import properly.
    • Corrected unhandled exceptions throughout the program.
    • Corrected several issues on state forms including ID, IA, NC, CA, OR, TX, KY, SC, NY, and OK.
    • The decimal on line 8 of the 1099-R will now flow from the screen to the PDF.
    • System error was corrected when saving the 1099 forms in OTF.
    • The shipping charge for Receivables will now be added to the total in the invoice.
    • After tax deductions are now calculating correctly with Live Payroll.
    • Box 10 of the W-2 is now populating correctly.
  • TASK
    • Removed “All” from the Account Type on AR Customer Setup.
    • Account Mask on the NC5Q and NCUI101 have been corrected.
  • IMPROVEMENTS
    • NC forms are now bringing over the correct state account number.
    • Line 13 and 14 on the Alaska quarterly form has been reversed.
    • The bank reconciliations can now be reset.

3.12.0.0 

  • BUG
    • Corrected minor issues on state forms including: AL, AR, AZ, CO, DC, DE, GA, ID, ME, MI, MN, MO, MS, NC, ND, NE, OH, OK, SC, SD, TX, UT, VA, VT, WA, and WV.
    • Three year balance sheet report is now printing correctly.
    • Check Print Database login has been removed when printing live payroll checks.
    • Margins have been corrected on Federal and state blank forms.
    • An error has been fixed when accessing the Hours report and the General ledger account report.
    • Social Security and Medicare tax is now calculating correctly on OTF Forms W2/W3.
    • Discount percent/rate is now working on Receivables invoices.
    • Print stub options are now working correctly for Payables.
    • Amounts entered on the customer setup within the Receivables module will now save properly. 
    • Memo line now prints on MICR checks.
    • Validation for required fields have been added when processing payroll.
    • Unhandled exceptions have been fixed throughout the application.
    • An error has been corrected when entering school district codes in Locality Setup.
  • NEW FEATURE
    • The Drake Accounting Portal is now live.
  • TASK 
    • Base information such as 3rd party designee on forms will now be saved.
    • The new updated link for IRS – Where to File site has been added to the Help module.
  • IMPROVEMENT
    • Bank Rec can be saved as partial reconciliation if the reconciliation isn’t finished.
    • Made minor improvements in Accounting reports.

3.13.0.0

  • BUG
    • Corrected minor issues on state forms including: CO, DC, DE, GA, HI, KY, MD, NV, NY PA, SC, TX, UT and WI.
    • Transaction Listing Report will now filter by month correctly.
    • Batch withholdings can now be edited under the Employee module.
    • Corrections have been made on the Balance Beginning and Forward under the Receivables module.
    • Receivables Shipping information has been fixed. 
    • There have been some minor fixes on the 941/944.
    • Live Direct deposit payroll is now flowing to the journal entry screen after it’s printed.
    • The ending bank balance will now populate after loading the bank reconciliation after being saved partially.
    • Unhandled exceptions throughout the application have been corrected.
    • Vendor GL accounts will now stay once the screen has been saved.
    • Insert key or Ctrl-N will now work to add a new line on the Journal Transactions screen, Ctrl-D will delete an existing line.
  • NEW FEATURE
    • Added a check register screen in the Accounting module.
    • Added batch payroll processing in the Employees module.
  • TASK
    • Filtering is disabled in the Account picker.
    • Session timeout when syncing the portal was fixed.
    • An error in Receivables GL Account setup has been corrected. 
    • Several changes were made to the Batch Setup screen within the Employees module.
  • IMPROVEMENT
    • There are now separate columns for deductions and benefits in the Payroll Journal report.
    • Changed “Sync Portals” to “Sync Portal”. Changed “Descriptions” to “Description” on Accounting Column Options tab.

3.14.0.0 

  • BUG
    • The SUTA Journal is now calculating the SUTA tax correctly.
    • Minor corrections to the following states:  AR, AZ, CA, IN, KS, KY, MN, MO, MT, NC, NE, NV, OH,  PA, SC, and SD.
    • All client’s 94x returns can be transmitted under the e-Filing module.
    • A few unhandled exceptions throughout the program have been corrected.
    • Displaying issues have been fixed within several of the reports.
    • Reduced the amount of validation errors in Bank Reconciliation.
    • The Credit Limit within the Receivables module will now flow to the invoice correctly.
    • The federal and state filing status for employees is now being imported correctly from EastAcct.
    • Written amounts over one thousand dollars are now formatted properly on the check writer within the Payables Module.
  • NEW FEATURE
    • Added the ability to reconcile checks without it effecting the Chart of Accounts.
    • Added the ability to allow debit only entries to the journal and automatically creating an offsetting credit enty.
  • TASK
    • Paid preparer information will now flow to all applicable state forms.
    • Printing Stubs will be checked by default under the Check & Stub Options.
  • IMPROVEMENT
    • The description for the invoice line item within Receivables is now editable.
    • Minor corrections have been made to Drake Documents tab under the Client module.

3.15.0.0

  • Priority Fixes

3.16.0.0

  • BUG 
    • 401k report now shows the employer matched amount.
    • Several corrections have been made to the following state tax and wage forms: CA, OH, MD, MO, NM, NC, SC, and WI.
    • Unhandled exceptions throughout the program have been fixed.
    • Several issues have been noted and corrected for the following reports: Deleted Checks, Employee Reports, 2 Column p & L, Selected Account Monthly General Ledger, Divisional Reports, Trial Balance Current, Trial Balance by Date, Tax Liability, Balance Sheet, Cash Flow, FUTA Journal, and AR Invoices. 
    • Accounting transactions can now be saved without receiving an error.
    • Overtime premiums have been enabled for hourly employees.
    • Middle name now shows correctly on employee W-2s.
    • Order of check printing has been corrected.
    • Overlapping of fields on the right side of the transactions screen has been fixed.
    • A calculation within Receivables Invoices has been updated.
  • NEW FEATURE
    • Added the ability to unpost and edit transactions. 
    • Created two seperate nodes for transactions: Unposted and Posted.
  • TASK
    • Removed “Data Only” for Non W2-4UP & W2-4DOWN Options.
    • Removed the requirement for BLS 3020 on Employee Setup.
    • Reset button has been fixed for the Receivables Invoice Item Setup.
  • IMPROVEMENT
    • Cash Flow report has been revamped and corrected.
    • CTRL+S has been added as a keyboard shortcut to save entries in the Journal Screen.
    • Scroll bar was added to both the Unposted and Posted nodes under the Accounting module.
    • The Peachtree importer has been improved.
  • SUBTASK
    • Fixed and validated FUTA/SUTA, Check Register, Employee List, and payroll reports.
    • Pay Rate description is now required under Employee Setup.

3.17.0.0

  • BUG
    • The following reports have been reviewed and corrected: Budget Report, Employee Detailed List, Transaction Listing, General Ledger, Journal code Transaction Listing, Payroll Report Expanded, Transaction Listing by Date, Employee Detailed Report, P & L, Balance Sheet, and Receivables Invoices.
    • Several corrections have been made to the following state tax and wage forms: IL, MI, NC, and OH.
    • Validations have been corrected when importing a spreadsheet.
    • A few unhandled exceptions throughout the application have been fixed.
    • A Drake Accounting Portal issue with security has been corrected.
    • Date Range on the Receivables Payments now filters the dates correctly.
    • An employee can now be deleted without receiving an error.
    • MICR Numbering within Payables is now working correctly.
    • Some options within the Check Setup have been corrected.
    • An issue with the description and check number being overridden within a saved bank reconciliation has been fixed.
    • Posted transactions can now be saved without any issues.
    • An error has been fixed when saving a journal transaction in the Unposted node.
    • Direct deposit file will now use the correct company name rather than the file name.
  • TASK
    • Updated 94x forms.
    • Live and ATF screen no longer have delays when loading.
    • Removed selection of W-2 2-D Barcode within the Client Setup.
    • Watermarks have been corrected on the 1098 and 1099 forms for consistency purposes.
  • IMPROVEMENT
    • Added indicator for number of employees for applicable state forms.
    • Added Credit/ Debit totals on Bank Reconciliation screen.
    • Added a button to enter posted transactions on the Bank Reconciliation screen.
    • Renamed a Payables Invoice column to Current Balance. 

3.18.0.0

  • BUG
    • Fixed a few unhandled exceptions throughout the application.
    • Ctrl + N within the Unposted Transactions node is now working correctly.
    • The display window for Chart of Accounts is now fixed.
    • Minor issues have been corrected on forms 940, 945, and W-2.
    • Payables debid and credit lines in the Transaction listing are now working correctly.
  • IMPROVEMENT
    • A teamviewer download link has been added under the Help module.

3.19.0.0

  • BUG
    • Made minor corrections on Forms 940, 943, 945, and W2.
    • Fixed a few unhandled exceptions throughout the program.
    • Ctrl+ N and the Insert key will now add new lines to the Journal.
    • The Payroll Report and Payroll Report Expanded has been fixed.
    • Various issues have been corrected on the following state tax and wage forms: CO, IN, SD, and VA
    • Entering a EIN within a 1099 will now stay in the EIN field rather than reverting it to a SSN.
    • Debit and Credit on the Payables Payment information has been corrected.
    • The Year to Date information now closes out when entering 2018 dates in Drake Accounting 2017 as expected.
    • Some minor issues with creating the Chart of Accounts has been fixed.
  • NEW FEATURE
    • Vendor Payments Register was added to Payables Reports.
  • TASK
    • Locality information on the W-2 have been corrected.
    • The 1096 and W-2’s have been adjusted and are now working properly.
  • IMPROVEMENT
    • A link to download TeamViewer has been added to the Help Module.

3.20.0.0

  • BUG
    • Issues with the following state tax and wage forms have been fixed: CA, DC, ID, IL, KS, and MS.
    • You can now print just one W-2/W-3 that is selected rather than printing all of them.
    • Unhandled exceptions throughout the application have been fixed.
    • Several Crystal Reports have been corrected.
    • Imported Employees can now be deleted if necessary.
    • Adjustments made to the 1096 form will now save.
    • The W2 will now pull over the state ID correctly.
    • Payroll Deductions for federal, local, and state are now calculating correctly.
    • Personalized local rates will now come over correctly from DAS 2017 to 2018.
    • The drop list for “Override Client Destination Directory” is no longer disabled in the Drake Documents tab within the Client Module.
    • The Year to Date on check stubs now goes by the check date rather than the pay period end date.
    • “Hours Worked” will now save for commissioned employees with overtime hours.
  • TASK
    • “Sequence contains no elements” error has been fixed.
    • Ohio rates and withholding tables have been updated.
    • Kansas withholding rates have been updated.
    • An issue with resizing check alignment has been corrected.
    • Vendors are now sorted when selecting the “Pay to” drop list on the Check Writer.
    • Fiscal year clients can now post future year transactions.
    • Vacation hours has been expanded on the check stub to allow more hours to show properly.
    • The rate field on middle check stubs will now show the full rate rather than giving pound signs for the amounts. 
    • Amount Exempt field for MS employees has been expanded to allow more digits.
  • IMPROVEMENT
    • The Insert key is now a hot key for adding new accounts in the Chart of Accounts.
    • The entity code on Accounts Receivable Invoices will now show in the Journal.
    • Open Invoice reports will now include partially paid invoices.

3.21.0.0

  • BUG
    • Semi-colon now allowed as a special character for Client Code.
    • Made corrections on the following tax & wage states: AZ, IA, IL, IN, and VA.
    • Box 12 of the W2 is now adding correctly.
    • OTF W-2 Employees will now be updated correctly from CWU to Drake Accounting.
    • All of the required information will now print correctly on a 941X form.
    • If a line item description has changed, it will now show correctly on the Receivables invoice.
    • The 1099-MISC will now print correctly when an amount on the form is exactly $600 or more.
    • Box 17 of the 1099-MISC has been expanded to fit more characters in the field.
    • Client level overrides for Rates and Withholdings will now save properly.
    • Box 12 and Box 14 on the W-2 for payroll will now be updated from prior years correctly.
    • You can now transmit multiple 94x forms without any issues.
  • TASK
    • Made “Print Name” and “Trade Name” on W-2 into two lines.
  • IMPROVEMENT
    • Removed commas in monetary amounts fields on all federal forms.


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