I have added an option to set the default Sales Tax Rate.
Small update, but it was asked for.
Dave
I have been away for a while and haven’t had much of a chance to work on S2M, but now I am back and should have some time.
I recently added a new report to the Reports page, a Sales Tax Report. Just like the Expenses and Income, you can select to view the current month, the current year, last year or use your own custom date range. In addition to the new report, I also fixed the sorting of a report when it is printed. Prior to the fix, if you printed a report for more than one month, it sorted the entries alphabetically by the first letter of the month as opposed to sorting it by date. This has been fixed, along with the ability to preview the report prior to printing it. This was not an issue on Mac, but it was on a PC and should now be fixed.
I am still looking for anyone who would like to try it out. The few that are looking at it now have had some positive things to say, but I am still anxiously awaiting some serious input.
Dave
I had one volunteer to help test out S2M (two counting Paula, but she is kind of obligated to help 
) and I sent them the Beta version of the software. I hope to get some good feedback on what works and what doesn’t so I am able to put the finishing touches on it, that is unless I hear back that it is absolutely horrible, in which case I may just trash the whole idea.
I won’t be making any changes or updates until I hear back on what others think.
Dave
Work has kept me out of town for a little while, so I haven’t had any time to work on S2M. But I am going to try and work on it during the weekend and see if I can get the Beta ready for public testing.
David
I recently added the ability to use multiple accounts in S2M. When entering in a new invoice, expense or income, you can now select an account that you have entered.
Also, in response to a suggestion by Stacy, I added a simple list that can be setup to create a workflow checklist and print it out. In the future, I may try to automate some of the tasks so when you complete the task in S2M, it will mark it as complete along with a date on the checklist.
Overall, I think I have worked out most of the “Show Stopping” issues and now I am working on the minor ones. I have had one person volunteer to test and still need a few more, so again, contact me if you are interested.
David
After a bit of testing and working with some real world information, we found that it would be nice to be able to track any kind of specials that are going on and sent out to clients. I made a way to create a new campaign, select the clients you wish to include on the special and then an email generates and send out to those clients selected.
I am still busy testing the current system along with the new features that are being added. I still do not have any takers to get in on the ground floor and help test it out, so if you are interested click on the Contact Me page and send me a message.
Dave
Paula and I are going to start testing with actual products, clients, etc. Hopefully we can find and iron out all the kinks.
I added a few more FAQs to the FAQ page and also added a Requests page for possible future additions to S2M.
After testing S2M for a while, I have found that the product entry was not very easy to use if you wanted to enter several products at one time and that the Package Creation was a bit clumsy. So, I decided to change it up to something easier and less clumsy.
For Product Entry, you now have a choice to enter one or two products using a detailed view or using a list layout to enter multiple items at once. The detailed view lets you add a description and a few more details while the list view only adds the required pieces of information.
As for the Package Creation, I made it much easier to add a product to a package. Instead of selected a product from a drop down menu (which can get rather large if you have a lot of products), I used a list system. You select your package from the list on the left, then add the items you want from the list in the middle and view what is already in the package from the list on the right. On the far right, you will be shown how much the package is going to cost to produce (as long as you enter in those costs for the individual products), how much those products would list retail, provides a field for you to enter what you want to charge, another field that will show you how much the client is saving by purchasing the package and lastly, the profit generated by the pacakge (not including shipping and other charges).
I will post up some new screen shots once I get it completed, it doesn’t look much different but works much better.
Dave
Paula said I needed an FAQ page, so I put one up. Now give me some Q’s.
