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ALMSys® Lease Tracking Software
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Lease-Related Products
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Other Software Products
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Utilities
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ALMSys® 5.5 Development Information
(From Richard Stephens, Chief Software Developer)
(Revised 02/28/2008)
5.5 is READY.
You must be on version 5.4 before going to 5.5.
Click here for upgrade instructions.
Changes for 5.5
The notable items that have been added or changed in 5.5 are listed below.
- Revised e-mail preferences to be in line with Outlook Express.
- Added new interface to XSELLERATOR™ to pull new leases into ALMSys®.
- Fixed Credit Card/ ACH screen to allow the credit card expiration month and year to be blanked out.
- Deal pull-down list will now drop down simply by clicking on it.
- Revised Integrity Checker to use SQL 2005-compatible format on outer joins.
- Fixed delinquency bug on terminated leases where the payoff is prior to the last billed month.
- Changed Contact History to allow a history item to be deal specific or customer overall.
- Added delinquency breakdown days to Total Owed screen.
- Added Vehicle Pictures screen and corresponding Vehicle Pictures XRef report.
This will allow the assignment of pictures to a deal.
- Added ability to override the SQL Server timeout of 30 seconds in the ALMSysConnect.ini file.
- Added preference for setting the Payment Posting Date for the Post screen to be either last posting date + 1, today,
or yesterday.
- Changed the way in which reports are e-mailed to a more familiar e-mail format.
- Added ability to send an e-mail from the e-mail addresses on the Name & Address, Co-Lessee, and General Deal screens.
- Added vehicle flooring switch, date, amount, name, plan, and status to Vehicle General screen.
- Added the ability of assigning an ALMSys® user as the collections user for a customer. This is done on the
Account - Status screen. As the result, viewing contact history (and reminders) may be limited to only those for the
current ALMSys® user.
- Added a user preference to initially show all reminders or just those reminders from customers that the user has been
assigned.
- Added ability to globally change a collections user i.d.
- Changed contact history to start in descending order by date. Also added ability to sort ascending or descending.
- Added new report, "Delinquency w/ Contact History by Collections User I.D."
- Changed balance calculations so that negative payments (NSFs) calculate properly for delinquency purposes.
- Changed Delinquent Letters to be internally generated to the e-mail queue, rather than as a Word mail merge.
As a result, a new DelinquencyLetters.rtf document was created with special internal fields for the merge.
Also, an Envelope.rtf document was added in the format of a standard #10 envelope. This will be used to optionally
create return envelopes for the Delinquency Letters. It may also be used through the communications screen
as a one-at-a-time envelope generator.
If you have customized the old "DelinquencyLetters.doc" Word document, you will need to go the Account - Communicate
screen, open up "DelinquencyLetter.rtf" and make the modifications necessary for your situation.
- Added ability of creating e-mail queue envelopes from the Envelope.rtf template from any print queue entry.
- Added user preference to limit delinquency letters to only those leases delinquent greater than a specified number
of days.
- Added user preference to specify the number of days between delinquency letters per lease.
- Added the date of the last delinquency letter to the Billing - Late Fee screen.
- Added new report, "Average Weighted Yield - Cap. Cost - By State/Province."
- For mass produced e-mail queue entries (such as from the Delinquency report or when creating mass e-mails from a
print queue entry on the Communicate screen), an entry will automatically be placed in Contact History recording
the event.
- Modified so that exports will work with Office 2007.
- Added leveraged financing bank abbreviation.
- Added "Vehicle Inventory Flooring w/ Lev. Fin." report. This report is intended to assist in the selling of terminated
leases in inventory, that were funded through leveraged financing.
- Added "Purchase Price At End" field. This is intended to be the contractual buyout at the full term of the lease.
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