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What
is new in NoteSmith 2009?
Details about the features of this new release appear below. The first
shipment date, which will be for first time customers only, is
expected to be October 6, 2008. Renewal announcements for NoteSmith
2008 customers will be mailed in the last half of November, 2008.
New for all NoteSmith2009 programs
- Full Windows Vista compatibility, with data
installation to Vista read/write folders; manifest added to the
main program file to allow installation and use as a true Vista
program while maintaining Windows XP compatibility
- Pay date check added to Exceptions report to
help eliminate incorrect typing of future payment dates
- The Record window has a new warning to ask
for confirmation of pay dates more than 90 days in the future
- F3 pops up the true, printable payment
history, instead of the spreadsheet used in previous years, from
Accounts, Edit and other places in the program
Revised and updated for all NoteSmith2009 programs
- Electronic (online) filing of IRS 1098s or
print the entire 1098, 1099-A, or 1099-C payor/payee B and C
copies on blank paper; only the new NoteSmith can submit files or
fill in the new IRS forms due January 2009
- All Accounts option was added to Print
Options for all relevant reports
- Aging report was designed as a portfolio
report, but shows enough detail to make collections calls
- All portfolio reports print in a useful,
optionally selectable sequence with standard, consistent column
headings, including a new Order subtitle to display user options
selected
- All coupons use the same double window
envelope layout for 3 up, receipts, and invoices
- Detailed receipt shows due dates and page
totals in both form letter and statement format
- Bankruptcy B-10a modified so graphics match
other payor reports, yet coordinate with B-10.
- Capital Gains report shows loan numbers as
well as names
- Letters can be unlocked for bankrupts by an
administrator
- Regulation Z: Program calculates APR when
there are finance fees added to the loan
- Standard bold non-serif font used for legible
reading down to 75% zoom or less on all portfolio reports
- Accrued Interest report adds choice of
displaying by name or loan number
- Reports that are printed to a file appear in
a folder accessible to others on your local area network
- To ensure greater data stability, the Notepad
functionality was rewritten; issues with power surged Notepad data
will not impact the ability to record payments or run reports; all
Notepad data and features are available, with up to 750 pages of
densely packed text accessible for each account
- Administrator check so that privileged
computer actions, such as freshening the Program Files folder or
installing a PDF printer, are honored according to Windows XP and
Windows Vista settings
- Data is now stored in a folder outside of the
Program Files folder and can be moved as desired
- Importing of last year's data is automated,
even if Windows Vista moved it to a "Virtual Store"
folder
- Email Technical Support directly from the
Help menu, optionally attaching a backup of your data
- Numerous other minor features were added
based on user feedback
- The manual underwent the most extensive
re-write in its history; updated and expanded to allow for Windows
Vista installation; is available from within NoteSmith in PDF
format, allowing full search capability
- Deactivation routine allows you to move your
primary installation to a new computer
- More detailed on-screen instructions,
warnings, and error messages
- One additional program activation for a flat,
discounted fee
New for NoteSmith2009 Pro and Net
- Customer copies of IRS forms can be emailed; the customer
consent letter follows IRS guidelines
- New custom report to display NSFs recorded by date range
- Email any payor-style report or form letter to the payor's email
address
- Email any portfolio-style report to the recipient of your
choice, including Custom Reports and Graphs
- Email support for Outlook, MAPI clients (Outlook Express,
Eudora), and limited support for other email programs
- Email a NoteSmith® to Word merged document right from the Print
Options window
- New filters to highlight or hide payors with email addresses;
new No Filter button added to save time resetting the program
Revised and updated for NoteSmith2009 Pro and Net
- Electronic filing of 1099-INT, plain paper
printing of B&C copies of 1099-INT and 6252
- Collections report was completely revised,
strictly designed for making collections calls, adding all account
phone numbers, notepad information, reminder date, promise date,
last late letter sent
- Credit bureau module overhauled to make
exporting easier, directions in manual more specific
- Optionally print second payor contact
information on the Collections report
- Optional online backup and restore can be
completed from a single button
- QuickBooks exporting displays classes twice
as long as previously to allow more meaningful QB reports
What
was new in NoteSmith 2008?
Details about the features of this release appear below. The program
began shipping late in 2007.
New for all NoteSmith2008 programs
- All payor and company configuration data can be encrypted when
exiting the program to prevent hackers or thieves from accessing
your data files without a NoteSmith program or your password
- Backup files can be encrypted for sending securely across the
internet
- Support for installation under Windows Vista
- New application of payment sequence where Principal and Interest
can be credited before Escrow, handy for use with FNMA or FHLMC
security instruments
- Ask, Accrue, and Cancel options for Late Fees on both PITI or
TIPI sequences
- Lock payments, lock letters, and lock editing for individual
accounts
- Print amortization schedules using daily interest if designated
in the payor's account
- Accounts, Move lets you copy or cut account from the Backup
folder to restore a deleted account
- Speed-up option reduces wait time for repetitive messages, such
as during the 5-day automatic backup
Revised and updated for all NoteSmith2008 programs
- Electronic (online) filing of IRS 1098s or print the entire 1098
payor/payee B and C copies on blank paper; only NoteSmith2008 can
submit files or fill in the IRS forms due January 2008
- Receipts and payoffs display up to a 5 line payment split and 5
lines of boilerplate text; a check reference was added
- Payor reports formatted for window envelopes; new statement
format for customer mailings; choice of 4 highlight colors to
match your company look
- Audit logs are archived on disk
- The program is distributed as a single file to reduce download
'freshen' time and save disk space
- Clicking between buttons on the Record screen does not process a
payment
- Email Technical Support directly from the Help menu, optionally
attaching a backup of your data
- First time start up warnings were rewritten to give just the
information necessary for successful installation
- The complete manual was updated and expanded; it is available
from within NoteSmith in PDF format, allowing full search
capability without requiring Windows Scripting Host to be
installed
- Deactivation routine allows you to move your primary
installation to a new computer
New for NoteSmith2008 Pro and Net
- Customer copies of IRS forms can be emailed; the customer
consent letter follows IRS guidelines
- New custom report to display NSFs recorded by date range
- Email any payor-style report or form letter to the payor's email
address
- Email any portfolio-style report to the recipient of your
choice, including Custom Reports and Graphs
- Email support for Outlook, MAPI clients (Outlook Express,
Eudora), and limited support for other email programs
- Email a NoteSmith® to Word merged document right from the Print
Options window
- New filters to highlight or hide payors with email addresses;
new No Filter button added to save time resetting the program
Revised and updated for NoteSmith2008 Pro and Net
- Electronic filing of 1099-INT, plain paper printing of B and C
copies of 1099-INT, 1099-A, 1099-C, and 6252 Installment Sales
- Adjustable rate window split now is 2 tabs for simpler use
- Freshening the server program file freshens any workstations to
reduce online time and administration
What
was new in NoteSmith 2007?
Details about the features of this release appear below. The
program began shipping late in 2006.
New for all NoteSmith2007 programs
-
Print
preview at up to 500% zoom with smooth fonts at all sizes; 1, 2,
and 4 up previewing; print 2 up, 4 up, and duplex if your printer
supports these features; print ranges of pages, such as pages 2-5
or just the current page
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Printing
to a file has a View option to ensure report was generated and
then can be saved to specific folder
-
Warning
pops up when recording payments if maturity date has passed or
remaining payments are zero
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Warning
when closing an account with no payments, especially helpful for
new users
-
Add
Account Wizard to simplify adding new notes and prorating the
first month of interest
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Payoff
Payment Wizard to help apply the final payment and close the
account
-
Payoff
report compounds interest on non-USRule notes; handles zero
monthly payment loans; periodic or daily
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Support
for USB flash drives with B: drive letters
Revised
and updated for all NoteSmith2007
programs
-
Electronic
(online) filing of IRS 1098s or print the entire 1098 payor and
payee copy on blank paper. Only the new NoteSmith®
can submit files or fill in the new IRS forms due January 2007. Test file capability was added to the upload file and the printed
upload file. Note that the
IRS no longer accepts diskettes.
-
The
1098 printed report for electronic filing was modified to display
information you need while online at the IRS site; the program is
hot linked to the IRS site so you can access it with one mouse
click; File, Company Configurations now stores your IRS upload
information so you don’t have to look it up each year
-
All
reports now consolidated under the Reports menu to reduce
confusion over Portfolio menu
-
Reminder
message pops up on Accounts, Edit as well as Accounts, Record
-
Most
reports designed for payor use were modified to print in
selectable letter or statement format; all payor reports and
letters are formatted for double window envelopes
-
Histories
have full headers and page numbers on subsequent pages for easy
identification
-
Late
letter 1 now prints same partial payment received information as
the other late letters
-
Late
fees set to 4: Accrue do so with first partial payment rather than
last to avoid inconsistent payment cycles
-
Coupons
print from user selected range, not just from the last payment, to
allow printing 12 monthly coupons starting in January even if
December payment was not yet made; print coupons sequentially or
in booklet format to cut, stack, and staple
-
Labels
and envelopes can use the same company letterhead bitmap as form
letters
-
Freshening
program files is available from File, Online for all users so web
browsing is not necessary
-
Help,
Technical Support window was completely revised to get you answers
with the shortest turnaround time; includes new live link to the
Technical Support web page and the Current Issues page
-
Under
the hood, NoteSmith®
preprocesses your data for speedy display, then uses the latest
revision to Structured Query Language to ensure compatibility with
ANSI-92 standards
-
Numerous
other minor features were added based on user feedback
-
The
complete manual was updated and expanded; it is available from
within NoteSmith®
in PDF format, allowing full search capability as well as in
printed format
-
Deactivation
routine allows you to move your primary installation to a new
computer
-
More
detailed on-screen instructions, warnings, and error messages
New for NoteSmith2007 Pro and Net
-
Batch
date can be edited during or after recording a payment, necessary
if clipboard is used on later dates
-
New
lookup custom report to print information displayed at the Lookup
window
-
New
custom report to contact escrow companies as items are due
Revised and updated for
NoteSmith2007 Pro and Net
-
Electronic
filing of 1099-INT, 1099-A, 1099-C, and plain paper filing of 6252
Installment Sales
-
Accounts,
Sell now supports multiple escrows, copies Notepad and ScanDocs,
closes old escrow and moves funds to new account
-
Custom
report has new summary feature to hide detail and print only
summary lines; new View option to immediately display reports sent
to file; optionally add titles and fields to header of TXT and CSV
files
-
QuickBooks
export saved automatically to PrintToFile folder, file name uses
the month number instead of name to appear in sequence, investor
code is part of the name to allow sequential exports
-
Custom
reports window modified to make it easier to set up a report the
first time or edit existing ones
-
Freshening
the server program files freshens the workstations to reduce
online time and administration
-
Net25
users can activate all workstations at the web site without need
for faxing
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