KISS Version 15.12 Upgrade

K.I.S.S - Keep It Simple Software

Version 15.12 Improvements (Jan 1996)
(See Version 17.12 for more improvements)/center>

System Wide

The List option for master files now automatically prompts you for data to search for. If search data is entered the whole record is searched, not just the Col 2 or 3 field. Using a comma (,) separator allows matching for either of 2 sets of data. Using a / (slash) separator matches only if both sets of data are found in a master.

While listing a master file, up to 4 previous screens may be paged back to, if you have gone too far.

A Reminder system may be set up using the Misc Ops option. It provides for annual reminders (birthdays, aniversaries etc), monthly reminders, or appointments at a fixed date and time. All reminders within 7 days are displayed whenever the KISS main menu is accessed. All reminders happening today are also displayed at each KISS application menu. Reminders with times are optionally flushed when expired.

An option to print checks to a laser printer is available in Accounts Payable and Payroll. Printed output may be adjusted up or down using +- nn lines. The adjustments used are saved for later runs.

General Ledger

A new Bank Reconciliation operation is available on the G/L Menu. It provides for reconciling the Statement Balance with the Computer Balance as of the statement date. On-screen tools for listing, searching and flagging items as cleared or uncleared are used. Multiple G/L bank (cash) accounts may be reconciled separately. The last statement date, balance, and un-reconciled difference are always saved for each account. This allows leaving the program, and coming back later to finish. Service charges and other bank activity may be posted (current or previous period only) while in the program. The balances and selected items may be printed if needed. If other adjusting journal entries are required, simply exit, do the J/E's and come back to resume where you left off. The Payroll now posts individual checks to the G/L to allow for uncleared checks.

While using Add/Edit/Display an account, a new option to list All previous months transactions to the screen (in one pass) is available with searching for descriptions, references, source and amounts if needed. Also while listing transactions, the page up and down keys may be used for screen scrolling.

While printing transactions, an option to start each G/L account on a new page is available.

If the KISS security is on, and the master password was used, the following new options are available: 1; a G/L account number may be changed to another number. All the balances and transactions are transfered to the new number. 2; when listing transactions to the screen, and showing distributions of one item, the dates of the distribution group shown may be changed. This allows correcting transactions entered with an incorrect year.

When a G/L Master or Budget screen is displayed, browsing to the previous or next G/L account may be done using either the keys or the Page Up/Down keys.

When entering Journal Entries, the description of each entry has been expanded to 30 characters (was 16) and the reference has been expanded from 5 to 8.

Accounts Receivable

A Credit Limit of HOLD prevents entering or editing of orders for these customers in Order Entry.

While listing transactions on Add/Edit Display, the highlight option may be used for selecting a line# to change either the invoice date or the due date. If security is off or the master password has been entered, line items with zero amounts due may be removed from the list. If the G/L is not used, any line item may be removed and the current balance is adjusted accordingly. If O/E is used, line items from the invoice selected may also be displayed, whether in the Current or History O/E file.

A new option of Files: Status/Purge/Verify (transaction option) provides for paying out all unapplied credit invoices against oldest invoices (if any are open) for all customers.

A/R Activity reports for a date range are available for invoices, payments, and discounts.

Four more telephone numbers may be entered for each customer. Each number is given a 4 character identifier, ie HOME, CELL, etc. Also the usual Terms for the customer may be entered. This becomes the default terms used in Order Entry.

Deposits may be tracked separately from customers' balances due. To activate, the configuration must be changed for A/R, and a Customer Deposits G/L account must be designated. If active, a separate Deposits Balance is displayed on each customers Master screen. Deposits transactions are entered using the A/R menu Payments option, If O/E is used, any Deposit Invoices (prints a receipt, must use DEPO category) also posts as a Deposit transaction. Deposits may be specificly applied on open customer invoices when needed. Deposits do not show on aging reports but may optionally be printed on statements.

Accounts Payable

If the U/L feature is enabled, vendor invoices may be matched to and entered for specific P/O numbers of previously received P/O's. Other misc. invoices may be entered as usual. See the Unvouchered Liabilities feature explained later.


A new field for miscellaneous info has been added to employee master screen #1. Up to 40 characters may be entered such as for a local address, other phone numbers, etc. The info is available only on this screen just below the phone number.

If the General Ledger is used, checks are individually posted to the bank account used. All other accounts are posted in summary for that run. This is to allow for uncleared checks when reconciling the bank statement.

The title may be changed on the excess wages report.

Date ranges entered for the labor reports are saved as defaults for that session. Check register reports default to the check date if a payroll was just run.

When entering the G/L account number for cash for a payroll run, the list option is available, and the bank balance for the account used is displayed.

Order Entry

The LS option (List with Searching in Add/Edit/Display) has been expanded to allow searching for salesman, and within a date range. Also line items may be listed, with searching for part numbers or categories. For example, all customers who purchased PN# XYZ may be listed, or all invoices for customer ABC may be listed along with the detail for these invoices.

If Purchase Orders are used, special credit orders may be entered for Customer Returns. These are also identified using invoice numbers with a prefix of 'RT'. These numbers may be used for Customer Returns Authorization numbers. The automatic numbering system for RTV's in the P/O module may be used. After a credit Return invoice's line items are entered, options to automatically make a P/O RTV with the same line items and RTV# are provided.

A bill to Customer with a Credit Limit of HOLD prevents entering or editing of orders. Open orders entered prior to the Hold setting may be shipped as usual.

A new Security option can prevent users from entering minus line item quantities (credits) on any invoices except 'RT' prefixed invoices.

When editing Invoices, a line number may be used for selection of detail lines, rather than an item number. Extremely helpful for editing of Comment lines.

Each invoice may have optional delivery information entered for printing on the packing list. Options to specify whether an invoice is required with delivery and/or a signature is required. Delivery contact name, location, phone number, and special instructions may be entered.

When updating the G/L, all invoices with a shipped date after the requested G/L Transaction date are skipped and will not be posted in that run.

Each Category may be given a Sales Tax Flag to override all other sales taxable defaults. Each category may be assigned as Always taxable, Never taxable, or use the Usual defaults according to the Customers Taxable status or the O/E tax status. The overrrides apply to both inventory or non-inventory items in the category. All these taxable defaults determine what the taxable flag will be only at the time initially entered on the order. The operator may still change the taxable flag for each item when entering or editing the order.

Job Cost

Job Cost reports may be run using a selection of a key word from the job name or extra address line. Also estimated quantities may be compared.

A new Job Status of Closed may be used to distinguish completed jobs from incomplete Inactive status jobs.


A new field called Quantity per Carton is on screen 2 of the inventory master screen. If not zero, it is used to print the number of cartons required for each inventory line item on the packing list in Order Entry.

When listing the Reserved for an Item, a customer number may be selected. If desired, shipped orders prior to a cutoff date may be skipped. When the list of reserved is displayed, an invoice may be selected for lookup and display of pertinent info about the invoice and also the quantity, price and cost of the item when sold. The invoice is looked for in both the current O/E and History files.

Purchase Orders

Returns to Vendor orders (RTV's) may may be entered and processed. These are in effect reverse P/O's. A new automatic numbering series for using the prefix RT is provided. RTV's may be shipped and printed. Items to be returned are entered with negative quantities. Open RTV's may be generated from a special credit 'RT' invoice if O/E is installed.

If Unvoucher Liabilities feature is enabled, all received (and invoiced) P/O's are considered final. Any unreceived (B/O) items must be put into B/O P/O's which may be done automatically.

Unvouchered Liabilities (Use is optional)
(Required: G/L,A/P,Inventory,P/O)

If the U/L feature is enabled, P/O receipts are posted as a temporary unvouchered (unbilled) transaction to the A/P vendor and also are posted to the G/L accounts for Unvouchered Liabilitles, and Inventory Receipts unbilled or Non-inventory Purchases as applicable.

A vendor invoice is then matched to the P/O# and entered against the temporary transaction in A/P. While Entering the invoice, line items on the P/O may be displayed. Inventory amounts, other purchases, freight, sales tax and variance are tracked for each invoice. G/L distributions may be adjusted, and the original unvouchered G/L amounts are reversed. If needed, unit costs for inventory items on the P/O may be adjusted also (Updates the PN# in inventory).

From A/P, Unvcouchered reports may be run. Also reporting for P/O invoices for Inventory purchases, other purchases, freight, sales tax, and variance maybe run for each vendor within a date range.

Each P/O master screen will have available the invoice status for the P/O, ie. unbilled, invoiced, or paid, with the dates, amounts, invoice#, and check number.

Customer Specific Pricing Feature (if installed)

This extra cost feature already provided for an inventory pricing table for each customer using price codes for categories and/or part numbers. A part number for a customer can also be given a unique contract price.

The table is used in O/E for default pricing when entering inventory line items. The table has been enhanced to enter Quantity Level prices for specific part numbers for the customer. This will override the 6 quantity level prices used in inventory for an invoice for the customer.

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