So what is in the Agent2004 upgrade?

Many changes are inbuilt and won’t be noticed, however listed here are the main changes.

Two fields to enter your Client  & Trading Bank Accounts.

Terms of Business template button to edit the TOB if required.

Identity tick box to say you have checked the act identity.

Terms of Business date box to show when TOB was sent.

Terms of Business not sent warning on exit.

Field for the Act lead name, ie proper name or name of main member if more than solo.

Field to hold act bank account details.

Button to issue Terms of Business. The copy you send from here will be stored with the act perpetually

Cheque payment name for act, used when cheque payment on night.

Act Vehicle details

Letters button to do basic word processing that is stored with the act.

Label button to print an address sheet to act.

Terms of Business date box to show when TOB were sent.

TOB not sent warning on exit.

(Notes Page)

Fields to hold Agent bank account details, both trading & client accounts.

Button to issue Terms of Business. The copy you send from here will be stored with the agent perpetually

Letters button to do basic word processing which is stored with the agent.

Label button to print an address sheet to agent.

Same as Agent, with the exception of Bank Account details.

Button to show, or print NPU’s, can be filtered to show not paid not received etc.

Button to print a BACS payment list.

Payment Out and Payment in buttons now also ask if date should be entered into NPU table. This table is populated when NPU invoices are raised.

Debits & Credits are shown in Black & Red for ease of viewing.
Incoming invoice cross check

Right click on an outgoing invoice will reprint.

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Extra fields to show when fees were paid & received. When you left click the date is entered and the option given to enter dates into NPU table. When you right click it takes you direct to Accounts.

Terms of Business received, (or sent) date field for private clients.

Memo line below Additional notes to enter information which may need to be shown on invoice. I.e. Purchase order number.

You can now change the Act and Act Agent, as well as Venue & Client.

Spot details for doubles. Select Lunch, Early, Middle, Late or All Night.

Drop down box for payment method. You can still type if preferred.

Print receipt button, (when the act didn’t leave a receipt and venue wants one).

Left click on Fee will take you direct to verbal confirmation display.

Left click on payment method, (if NPU), will take you to NPU table.

Adding a message to an act now allows for bulk entries.

Now displays in date and spot time order.

Quick list now gives option for poster.

Left Click on Client to go to Verbal Confirmation.

Left click on Act Name to open contract.

If NPU’s are due a warning will show when programme starts.

F10 for help files

If Venue or Act is blank, When Did will allow to select and change without closing & reopening.

Single Act dates now produce Calendars, and Venue date sheets, with or without Act listing.

Clash allows for Global Clash, (leave Venue blank and press Clash). This gives a warning whenever you try and select the Act. You can now also sort and print Clashes.

Availability display now much faster
When Did or Select warn if Clashes exist.

Change Venue now works correctly.

Bulk Statements under Income Reports.

Backup to Floppy now allows choice of where to backup so file can be written to CD etc.

Move the mouse over Agent2000 logo at bottom of Main Control for more information.

Act real name in confirmations & Contracts.

In what capacity your Agency is acting.

Name of 3^rd party in Act confirmations.

+ many others.

Click on Fee Recd or Fee Paid to Enter Date.

On Fee Paid the option to print a payment note with amount, who from, when received, and to which Bank Payment is made. It will automatically select between Act or Agent.

When raising single invoices you cannot include NPU & Commision on the same invoice.

Bulk Invoices automatically invoice separately for NPU Fees and Commission.

The rest – I forget.