TradeWorks Software for retail barter exchanges and companies

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What’s New

The last couple of years we’ve averaged a new improvement every week or two. Some are more important, more helpful than others. But overall TradeWorks has scored very high in the development and upgrading of our software. These are some of the changes and additions that we hope will make your life a little easier:

Release 8.0

The really terrific enhancement in 2003 is the Showroom Inventory Sales Invoicing, which streamlines the whole process of selling products from your office or showroom. From the Buyer’s Client Screen, just enter e few key pieces of information, and TradeWorks will post the buy and sell, print 2 invoices, and properly charge the buyer the correct sales tax. We loved it over the Holidays!

But there were many enhancements, including:

Moved Contact Log Histories into separate files for prior years
M-T-D Trade Transactions can now be printed within a date range 14-2
New fields in the Scrip Master File: Web Site, Phone, Limit per Visit 9-2
New ASCII file creation for Scrip Master 9-13
New display screen of Message User Groups - in Messages use F6 16-16-4
Option to display full User name on Authorizations View Screen 11-2-Page 7
Debit Card transaction history now reads down newest to oldest
Can now charge late fees in cash by office. 11-4
Client Screen highlights new members in last xx days 11-2 page 7
Print Do-Not-Post Authorizations 3-4
New code in TRSYSTEM required for User to Post Negative Cash Fees
New option to select labels by zip code 8-5
List Fee Plans in Summary 11-15
Option to list count of fee plans used by members 11-15
Print list of only credit cards on autopay 17-4-12
Display Screen of Client count by Status Group by Office 10-16
List of Clients with missing or odd Federal ID numbers 18-21-6
Display screen of any edit files still on the system 15-7
Option to charge seller consignment fees for showroom sales 17-1-13
F1 on ToDo List will display ALL items on one page
New list of Sales/Purchases To/From other offices 6-22-7
Computer time clock for employees 23
To activate put either TIME0001 or TODOTIME in Default Procedure
Option to copy existing letter to new letter 18-21-7
Fax or print directory listing by Zip Code F1 S-F4
List clients with First/Last Name same as Business Name w/o Code 18-21-8
Updated for 2003 IRS 1099 changes
New Screen Display of Client Count by Broker 10-17
New report of last time Client Contacted by Assigned Broker 2-7
You must enter a broker code for each User in the TRSYSTEM file
And will not be effective until after several days of logging contacts

Release 7.21

Added another "Additional Menus Menu" to the Main Menu - # 17
Moved TradeWorks Online Menu to Additional Menus Menu 16-10
New Client Quick Close Procedure. More details to come 17-2
New Showroom Sales Processing Options 17-1
Updated for 2002 IRS 1099 changes
Option to Re-Print Cash Receipts Edit for one day in current month 14-7
Option to Print Duplicate Transactions from Prior Months 14-16
New Client Master error check to eliminate dup business & legal names.
New procedure to remove old scrip invoices from History File 9-18

Release 7.15

You’ve been asking for it for quite a while, and now it’s here …

Introducing the Pop-Up To-Do List

Those of us who hate paper really love this. When you log on to TradeWorks, your To-Do List (TDL) is the first thing you’ll see, with reminders to follow up on things like phone calls, trades in progress, requests, travel, long-term authorizations, or your dentist appointment.

How does it work? It’s very simple. In the Contact Log, Authorizations, Client Requests, Possible Trades, Travel and Telemarketing (F2, F3, F9, F10, SF5 and Menu33) you’ll see a Follow-Up Date (abbreviated FU Date, no insult intended). Simply key the appropriate target date and save (F5). In each area you must have entered an item (phone log, client request, authorization, etc.) For your convenience, no need to use the + key when entering the target date … TradeWorks will jump fields as you key. When that target day comes around, you’ll see all your follow-ups pop up when you log on. Follow-Up Date is new in most of these functions.

From any Client Screen (CS), press F12 and #2 to access your TDL any time. From here you can scroll from day to day, delete items, and create a new item that isn’t linked to a particular function, like the phone log. For example, you might create a memo when you have that dentist appointment, or to calendar a staff meeting. Here, and here only, you can create a memo using today’s date. If at 10am you create a note to call Harry at 4:30, you’ll see this item on your TDL. Of course, at some time today you need to take a look at the List, because it doesn’t beep, or honk or say “You’ve got Memo.” You can also create a memo item that will appear on another person’s TDL. Perhaps you took the call, but another broker will be following up. The screen looks sort of like this:

The TDL is completely functional, even if you don’t see it pop up when you log on. Simply use the F12 #2 access.

If you want the TDL to pop up at log-on, type in TODO on the Default Procedure line in SECEDIT for each TradeWorks user in your office (about 20 seconds per person - not a tough job). Call Danny or Lisa if you don’t know what this means.

Other Enhancements:

When you’re creating an ASCII file for a spreadsheet or for mailing, you can now sort by client Ranking. Menu 16 #14 #1 and Menu 16 #14 #3
Declined Authorizations:
The Search (F1 from any CS) has been expanded to include Declined Authorizations. Now brokers can more quickly, easily and regularly review authorizations that have been declined, so they can follow up to save the deal. F1 SF9
From the Declined Authorizations screen you can now jump directly to the CS, so you can quickly review a client’s information. Menu 3 #10 or Menu 10 #6 or F1 SF9
The Display Screens now show History Summary by Office (Menu 10 #18) and M-T-D Totals by Office (Menu 10 #4)
From the CS, SF1 #4 allows you to see recent changes to the Client’s master information. If a user can't change credit card data, (s)he can't see the changed numbers. (Security for the credit card information in the Travel Section is on the drawing board.)
New display on CS highlights top clients for last 12 months. The parameter is set to show the top 10%. If you’d like a different ranking, change the percentage in your Exchange Master. Menu 11 #2 screen 7
How does this ranking differ from the ranking you see on the CS, next to Total, Last Year and Y-T-D? It is a rolling calculation representing the most recent 12 months trade activity. The Total ranking compares the client’s total trade activity from membership date; Last Year compares the client’s trade activity last calendar year; Y-T-D compares the client’s trade activity for the accumulated months of this calendar year. The lavender bar ranking includes the immediately prior 12 months (July 1 through June 30, for example). This ranking is refreshed and updated every time you run the Overnight Procedure - another good reason to run it every night. In all cases, the trade activity is the average of sales and purchases, compared to other active clients - not compared to closed accounts or company accounts.
Have you ever looked at a CS and noticed that the client ranks as #3? And you idly wonder who #1 and #2 are? Now you can find out. From any CS the Search now includes current ranking. F1 SF11
If you use the Prepaid/Temporary BarterCard feature, you may know that from the Prepaid Card Menu you can add $ to a Prepaid Card, and the computer will post the purchase in the buyer’s account automatically. (Menu 16 #10 #15) Additions to Prepaid Cards now show in the Prepaid Card History. F1 F12 and Menu 16 #10 #3
When you need to reprint statements for a client for prior months, your choices include the most recent 24 months, and you can reprint up to 12 in a single selection. (Previously you could choose from 24 months, but only select/print 1 month at a time.) Menu 16 #6 #3
If you need to list clients whose PIN is not the same as the last 4 digits of the Federal ID#, choose Menu 18 #21 #5
Need help keeping track of referrals? The Client List by Membership Date now includes the name of the referring client. Menu 6 #18
Right now, if you charge a client miscellaneous cash fees for postage or travel or a returned check, etc., AND the client makes a payment, those miscellaneous cash fees are considered paid first, even if the client owes fees from months past. If you’d like to set the system so that the oldest fees are always considered paid first, make a simple change in the Exchange Master. Menu 11 #2 screen 7, 12th item from the top (you might want to call Danny on this one)
If you’re like us, you fax from your desk several times a day, and you often use your fax cover sheet which, hopefully, has your logo and company information at the top. You may know that in TradeWorks you can have as many as 4 fax cover sheets. Previously you could assign a default fax cover sheet by exchange. Now you can assign a default cover sheet by employee. This is handy for multiple offices or departments. For example, you might want a different fax cover sheet for your travel department. TRSYSTEM file
I adjust credit lines in our office using the computer to do the heavy lifting. If you’ve never done this before, it’s very nifty. You simply tell the computer to look at the last # months, then multiply or divide to achieve the formula you want. Danny has added a credit line maximum. For example, for some of my clients I tell the computer to set the credit line to 25% of the most recent 12 months’ trade sales, to a maximum of $2500. The whole process takes about 60 seconds, and I’m done. Menu 6 #22 #10
You’ve been able to fax a client history using SF8 for many years. Now you can fax purchases only (SF8 #2) or sales only (SF8 #3). Option #3 is handy for clients who are doing their taxes and can’t find the 1099B.
Danny added Guarantor Name & Social Security number to Client Master File. SF1 #1
If you’re using the Authorization feature that forces you to provide a reason whenever you override, owners and managers may be frustrated. Now, if you have Security level of 9, you can simply use F5 without entering a reason. All others who have the override privilege must still provide a reason, by code or by descriptive comment. F3
For more complete reports, you can now include Zero Balance Clients on the Aged Fees Receivable report, and you can print with selections. Menu 6 #6
Prepaid Cards can now be 7 digits, no matter what your normal card number is.
There are several codes in the Client Master (SF1 #1). Using Menu 18 #14, now you can list Clients by "Other" Client Master Codes, including:
Corporation Code
No Cash Late Charges
No Trade Interest
No Year-End 1099
No Restrictions Code
No Authorizations Code
Red Flagged
No ID on Statement
No Auto Update of CL

Release 7.02

New TROFFICE file so that remote offices can have separate fax dialing data.
Inserted access to Credit Card Processing Menu on Month-End Menu.
New option to search Client Directory by Office and Location Code; S-F1 - F3.
Added field for Primary Office to TRSYSTEM file for Directory Search.
New ASCII file of current M-T-D Transaction File; 16-14-9.
Access Email system with client email address from Client Screen; S-F6. To activate put code in Exchange Master File on page 7 line 8.
You can restrict access to clients by Office Code. Put office in TRSYSTEM.
Prepaid Card Search now has option to display without expired cards; 16-10-2.
Omit clients with email addresses when creating ASCII file of faxes; 16-14-2.
New field for Broker Code Contact Number for statement; 11-4.
New Cash Receipts M-T-D Summary Page - current & prior months; 6-7.
New Menu to process Second batch of Cash Receipts; 13-21.
As of this release TradeWorks will begin saving files for last 24 months.
Can now reprint interest calculation for 12+ prior months; 6-21-13.
You can display your M-T-D Broker totals from any Client Screen; F12-F5. Requires that the Users Broker Code be entered in the TRSYSTEM file.
Added option to print current/prior M-T-D Cash Fee Trans in Summary; 06-9.
Added new line to M-T-D Transaction Summary to show Total Cash Billed; 10-1.
Added Contact Name to Follow Up Report on Telemarketing Menu; 16-2-3.
New MENU55 with options to process Monthly Recurring Trade Trans; 12-21.
New option to print prior month Trade Fees Allocated by Office; 6-21-17.
New history file of Client Master Changes. Following changes are saved: Status, Broker & Fee Plan Codes; Name; Credit Line; Phone & Fax Numbers; Membership Date; Credit Card Number and Date; Federal ID Number.
New screen to display the History of Client Master Changes; S-F1-4.
Added option to dup buyer number on trade slip input - F6; 12-1.
New display screen of M-T-D numbers with running totals; 10-12.
New statement sort - clients with fees due then clients without fees due. Requires setting on page 7 of Exchange Master File; 11-2.
Direct access to update/change authorizations from F4 in Client Screen.
Added ! to scrip search to indicate if scrip sale was overridden; 9-6.
Total logs/contacts in last 30 days on client screen above last contact. Switch on page 6 of Exchange Master file to turn off, if desired.
New Contact Name for statement in Client Master (if not same as primary).
New search of New Members ONLY within last xx number of days; F1 - S-F3. To activate, enter number of days on page 7 of Exchange Master File; 11-2.

Release 6.63

When date changed from post to trans in History - follows to next screens.
Fixed date on letter sent from Telemarketing Menu.
Fixed history of payment to show negative sign on reversed payments.
Created new options to create ASCII files of Y-T-D trans history; 16-4.
New display of M-T-D Totals by Broker; 10-3. Requires a switch setting in Exchange Master on page 7.
Added option to omit clients with email addresses when broadcast faxing.
New report of YTD & Pr YTD Summary of Cash Service Fee Transactions; 6-19.
On Directory Search F9 will now hide or show client balances.
Authorizations will now allow a new higher start number in the same day.
New option to charge interest in CASH on negative TRADE balances. Requires a switch setting in Exchange Master on page 7.
New screen to record why an authorization was overridden. Default codes on MENU03 #3. To turn off - page 7 of Exchange Master File.
Transaction fees in trade changed from nnn.nn% to nnn.nn%.
Location and Category Codes are now four digits long.
Added Location Code field to Directory data to use is different from Master.
Option to assign New Location Codes based on Zip Code; 18-21-1.
Added option to list Clients by Date Closed; 6-18.
Fax Directory Update Form to Client from Desk. Shift F6 - Select Docs - #3
Create as Files all Directory Update Forms; 7-3.
Broadcast Fax Directory Update Forms to all clients; 1-2.
Option to print M-T-D Sales for amounts less than given amount; 14-14.
Print report of Duplicate Sale Amounts in M-T-D Transactions File; 14-6.
"AutoPay" will display on Client Screen if client is on auto pay plan.
Added payment totals to Client Screen for Total, Last Year, Y-T-D and M-T-D.
Alphabetically Resequence Location Codes by Descriptions; 18-21-2.
Negative amounts in Trade and Cash Fee input now requires a Description. This feature can be turned off in the Exchange Master File - Page 7.
Now each client can have up to 15 E-Mail addresses; S-F1 in Inquiry or 11-1
New search by E-Mail address from Client Screen; F1 then Shift F1.
New ASCII file creation for Broadcast E-Mail; 16-14-1

Release 6.42

New input field in Credit Card Master File for card holder name; 16-4-11.
New option to create ASCII File of Credit Card Numbers; 18-3.
New option to change posting date for Scrip when asked if you want to add.
New option to change pr month files to match codes in curr month; 16-9-20.
New file to maintain addresses for Travel Properties; 16-7-2. Key code number on Travel Confirmation Screen and name/address will appear.
Fixed summary display of Phone Calls - truncated numbers greater than 999.
New option to set XX as default printer; 11-2 page 2, 3rd to last line.
Added Expired Purchase Authorizations Total to Client Screen.
New option to print status reports by M-T-D Sales/Purchases; 6-15 & 16-9-15.
Added total count & average to each day of Sales Transaction Report; 14-1.
New option to search Prepaid Cards by Name as well as number; 16-10 - 2 & 3. Update to this current release will have switched names to Last, First.
Added Location & Category Codes to options to create ASCII Directory; 16-14-4.
Changed Scrip History Search to display Newest items first; 9-5.
New option to go direct to Client Screen from Authorizations Search; 3-2.

TradeWorks Remote

The offices of Continental Trade Exchange are networked over the Internet using another software specifically designed to accommodate programs like TradeWorks. All offices are live, real time, without uploads and downloads of data. Ask us about TradeWorks Remote.