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Feature Descriptions
Please note that the descriptions below are summaries only. For more detailed information on each feature see the Release Notes.
Look and feel
Creating your own Shortcuts menu 
Attaché 7 now includes a Shortcuts menu where you can create and organise your own list of Attaché tasks. By saving a task to your Shortcuts menu, you can easily open it without navigating the standard menus. Each user can create their own shortcuts, and shortcuts can be copied from user to user and company to company.
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| Displaying masterfile images in Find dialogs
You can now associate images with each of your masterfiles and these can be displayed via the Find (F2) dialog on masterfile code fields throughout Attaché 7.
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Signing on to Attaché using your Windows login
If your Windows User Name is the same as your Attaché User Name, you can select a new option in Set Up and Delete Users that lets you sign on to Attaché 7 using your Windows login details.
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| Option to enter years as four digits
You can now set a user preference for dates to be entered as four-digit years. Although dates are stored and displayed in Attaché 7 as four-digit years, by default the software requires only the last two digits of a year to be entered.
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| Enabling context menus in Find dialog boxes
In User Maintenance, you can now authorise access to a context menu which is activated via a right-click in Select File and Select Folder dialog boxes.
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| Displaying more lines on transactions screens
Transaction entry screens have been redesigned to allow room for more lines and to make them easier to use.
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System Management
| Reporting on Track Changes
The Track Changes Report (Tools | Company | Track Changes | Track Changes Report) allows you to create a report of the Track Changes audit file, which you can send to a printer, to screen or to file.
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| Creating a Track Changes Archive
A new option in the Track Changes menu, Track Changes Archive, allows you to move selected records from the audit file to an archive file. With the addition of an archive function there is no longer a need to delete records from the audit file, therefore Delete Audit File has been removed from the menu.
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| Reporting on the Track Changes Archive
The Track Changes Archive Report (Tools | Company | Track Changes | Track Changes Archive Report) lists the records that have been sent to the archive file. You can send the report to a printer, to screen or to file.
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| Deleting the Track Changes Archive
Track Changes Delete Archive is a new option in the Track Changes menu that allows you to delete records from the archive file. This is similar to Delete Audit File, which has been removed from the menu.
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| Facility to expire the supervisor password
Attaché 7 now includes a facility to expire the supervisor password. You may need this facility if you have forgotten or lost the password and therefore cannot sign into your Attaché 7 system as "supervisor".
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| File Number Enquire
A new option in the Tools menu (Tools | Company | Data Checks | File Number Enquire) allows you to view a list of files currently used by Attaché 7.
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Managing Companies and Users
| Managing access to companies via Set Up and Delete Companies
You can now manage users' access to a company via a new function in Set Up and Delete Companies.
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| Options to copy Fixed Assets data and masterfile images in Data File Copy
Data File Copy (Tools | Company | System | Data File Copy) now includes options to copy Fixed Assets data and masterfile images. In addition, Document Delivery Address Details for Attaché Alex are now included when you select to copy Data files.
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| Maintain Users has replaced Set Up and Delete Users on the File menu
Set Up and Delete Users on the File menu has been replaced by Maintain Users, with three options available: Maintain is used to set up a new user and update user preferences; Enquire allows you to view user maintenance details in enquiry mode; and Delete is used for deleting users.
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| User Maintenance option on the File menu
Set Up and Delete Users has been replaced by a new option in the File menu (File | Maintain Users | Maintain) which is used to set up new users and update the details of existing users.
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| User Enquiry option on the File menu
A new option in the File menu (File | Maintain Users | Enquire) allows you to view user maintenance details in enquiry mode.
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| User Delete option on the File menu
Set Up and Delete Users has been replaced by a new user maintenance option in the File menu. For consistency with the rest of the software, the Delete function is now a separate task (File | Maintain Users | Delete).
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| Reporting on user setups and preferences
The User Details report (Reports | Company | Details | User Details) has been enhanced to show additional information. As well, in the new Report Options area you can choose to show a user’s display preferences, their company access and their default company at sign on.
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| Disabling User Preferences on the File menu
Select the new Disable User Preferences checkbox in User Maintenance, if you wish to remove User Preferences from the File menu for the selected user. This prevents the user from changing the selections set for them in User Maintenance.
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| Date-checking option in User Maintenance
In User Maintenance, you can choose to enable a date-checking option that applies to all date fields. This will set a limit on the range of dates which the user can enter and is intended to help avoid common data-entry errors.
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| New options in Copy User Options
When copying user options (Tools | Company | System | Copy User Options) you can now choose which options you want to copy: Report options, GL Financial Reporter reports, Transaction screen selections and/or Shortcuts.
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| Westpac Direct Entry bank file format (New Zealand)
A new bank file format has been included in Setups | Company | Company Bank Accounts | Maintain. NZ - Westpac Direct Entry is used to make direct payment from a Westpac bank account (New Zealand only).
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Attaché Payroll
| Recording From and To leave dates
You can now enter both From and To dates for leave, which can be printed on the employee’s pay advice and included in various reports.
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| Varying the tax amount when entering pays
Previously, changes to the tax (or voluntary tax) amount in a timesheet, standard pay or adjustment pay had to be entered via the line type. Now, the Tax and Voluntary Tax fields on these screens are editable, as indicated by the red corner in the fields.
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| Recalculating normal hours in time sheet entry
You can now set an option to automatically recalculate normal hours when a new line is added in a timesheet. Previously in Attaché Payroll it was necessary to manually adjust this figure.
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| Displaying hours worked or hours paid in timesheets
In Attaché 7, you can choose to display either hours worked or hours paid, in timesheets and standard pays.
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| Using tax imposts (such as HELP and SFSS in Australia)
You can now set up tax imposts in Attaché Payroll (such as HELP and SFSS in Australia), which then gives you the ability to calculate the tax impost amounts separately from other tax amounts, if required. You can also enquire and report on tax impost amounts.
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| Displaying additional details on pay advices
The amounts for the current pay and the year-to-date (YTD) can now be printed in the body of the pay advice and you can now choose to show the breakdown of tax.
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| Applying the maximum earnings base in Employer Contribution/Super Maintenance
A new field, Quarterly Value Maximum, has been included in Employer Contribution/Super Maintenance.
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| Calculating superannuation for casuals and juniors
The calculation of employer contributions for casual and junior employees is now based on the pays processed throughout a calendar month. Superannuation amounts will appear on a pay advice as soon as the employee becomes entitled to them.
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| New Superannuation (Employer Contributions) report
The Superannuation Report (Period End | Payroll | Superannuation | Superannuation Report) shows the amount of employer super contributions for each employee. It is also available in the Reports area in Pre-Process Pays and Post-Process Pays.
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| Displaying superannuation information in the Employee Details report
The Employee Details report now includes an option to show superannuation details separately from tax details. The Employee Details report screen has been re-arranged in order to accommodate this change.
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| Including masterfile Linked Information in the Employee Details report
The Linked Information field in the employee masterfile will now be included in the Employee Details report only if Print Personal Details is selected in Report Options.
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| Print by fund for Superannuation Payments Summary report
The Super Payments Summary report ( Period End | Payroll | Superannuation | Super Payments Summary Report) can now be sorted by superannuation fund sequence. You can also choose to insert a page break between funds when printing — simply set New page on change of Fund to Yes.
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| Updated name and address fields in Super Export templates
The new name and address fields that were included in the employee masterfile in Attaché 7 version 7.00.300 (October 2007) are now available in Superannuation Template Maintenance. You can also view a test file of your template in either Excel or Notepad.
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| Test function for Super Export templates
In Superannuation Template Maintenance, you can open a test file of a template in either Excel or Notepad so you can check the template and correct it if necessary. To view the test file choose Test Excel (F11) or TestNotepad (F12).
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| KiwiSaver Employer Tax Credit (New Zealand only)
Additional changes have been made in Attaché Payroll for New Zealand, to allow for the Employer Tax Credit (ETC).
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| Renaming of SSCWT to ESCT (Employer Superannuation Contribution Tax) (New Zealand only)
The Specified Superannuation Contribution Withholding Tax (SSCWT) is now known as the Employer Superannuation Contribution Tax (ESCT). Task screens, reports, menus, etc have been updated throughout Attaché Payroll to reflect this change.
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| Relevant Daily Rate report (New Zealand only)
An hourly rate, based on the Hours per Day field in the employee masterfile, has been added to the Relevant Daily Rate report for New Zealand.
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| New Zealand 2008/2009 updated tax scales
Due to changes announced in the New Zealand budget of May 2008, which raised the income thresholds for each tax rate, the New Zealand Inland Revenue Department issued new tax deduction tables that came into effect from 1 October 2008. These tax scales were made available to Attaché Payroll users on 22 September 2008, and are now also included in this release of Attaché 7.
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General Ledger
| Enhancements to the General Ledger Trial Balance
To assist you to more effectively monitor company accounts the General Ledger Trial Balance has been enhanced. In the new Report Options area you can now choose to show this year’s year-to-date figure as a percentage of last year’s balance. You can also show the difference between the two figures, expressed as both an amount and a percentage.
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| New Comparative reporting in Trial Balance
The General Ledger Comparative Trial Balance (Reports | General Ledger | Financial | Comparative Trial Balance) allows you to create a Trial Balance comparing this year to the equivalent period last year. You can optionally display columns to show this year’s figures as a percentage of last year and the physical difference between the two amounts.
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Products
| Enhancements to the Product Status By Date report
The Product Status By Date report (Reports | Products | Periodical | Product Status By Date) shows product quantities as at a selected date. You can choose whether to base the report on the date on which the transaction was entered, or the date recorded on the document.
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Suppliers
| Applying password levels to inactive masterfile warnings
You can now determine the type of warning to be displayed when a user selects an inactive customer or supplier during transaction entry. You can also set up a password level so that only authorised users can override the warning and enter the transaction.
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| Supplier Register menu option in supplier transactions
The new Supplier Register (Transactions | Suppliers | Purchases Centre | Supplier Register) displays a complete list of supplier transactions by selected document types, ranges and sequences. You can also access a range of functions. For example, you can choose Output (F11) to output the list to printer or screen, select New (F12) to enter a new transaction, drill down to source documents from the list, etc.
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| Changes quantity supplied in document read-in
Although you cannot alter a Product or Service Code on a line that has been read-in to a supplier document, you can now increase the quantity supplied (previously it was possible only to decrease the quantity supplied). This applies when reading lines from a purchase order into a goods received note or invoice, a goods received note into an invoice and a goods returned note into a credit adjustment note.
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Customers
| Applying password levels to inactive masterfile warnings
You can now determine the type of warning to be displayed when a user selects an inactive customer or supplier during transaction entry. You can also set up a password level so that only authorised users can override the warning and enter the transaction.
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| Gross profit values on customer transaction screens
Calculated Gross Profit and GP % fields can be included on all customer transaction-entry and lookup screens by using Screen Designer and on relevant documents by using Forms Designer.
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| New Sales by Customer (Date Based) report
The Sales by Customer (Date Based) report displays sales by customer for a selected date range and includes options allowing you to compare this with sales in previous periods.
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| New Sales by Rep (Date Based)
The Sales by Rep (Date Based) report displays customer sales by sales representative for a selected date range and includes options allowing you to compare this with sales in previous periods.
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| Including user-defined fields on customer statements
The fifteen user-defined fields in the customer masterfile can now be added to statement layouts.
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| All statement types consolidated into one menu
The four different types of statements available in Attaché 7 have been consolidated into one menu selection: Reports | Customers | Periodical | Statements. Previously each statement type had a separate menu selection.
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| Drill down in customer Payments Due List
You can now drill down on the invoice number in the customer Payments Due List, to open the invoice lookup screen.
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| Exporting customer documents in the Mitre 10 format
If you supply goods or services to Mitre 10, you can now use Attaché Data Interchange (ADI) to export invoices, credit adjustment notes and delivery dockets in the Mitre 10/Timber and Hardware Industry Invoice Flat File format.
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Attaché Alex
| Delivery notification option now defaults to No
The default value of the Delivery notification required checkbox in the Customer, Supplier and Employee Document Delivery Address Managers has been changed to No. This is so users who send large volumes of documents via Attaché Alex do not receive the equivalent volume of delivery notifications.
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