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SAFE SQL: New For SAFE/SQL XI

If you are upgprading
from a previous
version of SAFE
Read This FIRST! Read NEW451.PDF BEFORE upgrading!

Eleven years since it's inception, SAFE SQL XI includes dozens of great new features!

General Improvements

 
Built In Support For MyFax.com SAFE's built in fax capabilities now support MyFax, the premiere internet faxing service. All print functions can be automatically routed to myfax and all forms that have been previously formatted for faxing will immediately support the myfax standard.

If you wish to use MyFax and your Simple Accounting forms are not fax-enabled, you will need to have them re-designed with our Forms Design Service. There is typically a 1/2hr. labour charge for this service.

Filestream Support In SQL Server 2008 Our support for Microsoft SQL Server 2008 has been enhanced to allow the storage of complete file systems within the database. This means that you can now back up all elements of your SAFE installation within the database itself — including linked images, PDFs and all other supporting documents. So when you run a database backup from within SAFE, you are ensuring that everything you would need for disaster recovery is included with no external backup software!
Goggle Search!

The Locator has been completely re-written to include searches across all columns and related tables with a single entry. This feature (dubbed 'Goggle Search' by a number of early testers) is quite similar to 'Google' in that you no longer need to know where the data you're looking for may be found. To help explain, in previous versions of SAFE, you searched within a given column of data. Now, you simply type what you're looking for and SAFE searches everywhere for that information.

For example, you may want to reorder a product you got from a Vendor ID 'SCM'. In the past, you might open the Sales History Browse and start looking for all Line Items where the Vendor was 'SCM'. Fine, but perhaps what you're looking for might also have been part of a Stock PO? Or maybe there were some notes you typed in somewhere —perhaps on an RFQ. Rather than search in several places, just type 'SCM' into Goggle Search and let Simple Accounting return a list of all transactions that involved SCM, ranked according to likely applicability.

And, as you would expect, you can use multiple keywords to further refine your search. Clicking on any result brings you instantly to that transaction in SAFE.

PDF Folder Support! Each SAFE user can now have their own personal PDF folder. Additionally, you can now specify a Global PDF folder to store your documents. This folder can be located anywhere on the local network.
Counties Database! The Postal Codes table has been updated with a County feature. All United States zip codes have been updated to include their current County. If you are outside the USA and can supply a link to a table that maps counties and postal codes, we can perform an auto-fill of this information for 1hr. labour.
cc and BCC Options In E-Mails! All e-mailed forms may now include optional lists of cc and Bcc addresses (form-specific.) For example, you can specify that the primary salesperson on any purchase order automatically get a cc, or that a billing manager get a cc on every customer statement.
Employees Can Share Multiple Security Templates! You can now assign any Employee ID to multiple Security Templates (yea!!!!!!!) This can save a lot of time in setting up Templates. It also allows you to easily provide temporary privileges to a user and then immediately remove those privileges with a single click.

If an Employee ID is assigned to multiple templates and those templates have the same Security ID,  contradictory access (in one template the access is 'Allowed', but in the other it is 'Denied') the result is the most conservative (least amount of access.)

Additionally, there is a new 'Copy' option which allows you to assign all Security IDs from one template to another with a drag n' drop of the mouse.

Sales Orders And Accounts Receivable

 
Vendor Warning Notes! Similar to the Product Warning Notes, a pop-up window appears with Vendor Master Warning Notes for Sales Order Line Items. You can turn this off by Employee ID in Employee Options.
QLIT Now Upto 100x's Faster!

 

The Query Line Item (QLIT) button in the Sales Order Browse now returns results many times faster. QLIT lets you query Sales Orders based on criteria in their Line Items. The increased speed makes it usable in almost all situations, regardless of the complexity of the query.
Advanced Paypal Support! You can now perform invoicing and receive payments from Paypal which are then automatically processed in SAFE. This allows you to e-bill customers using a Paypal shopping cart, whether it is using our web applications or not.

Receiving payments via Paypal gives your customers one more option to pay, while incurring no extra work for you.

View Customer Totals From S/O Browse! From the Sales Order Browse and Line Item History Windows, you can now hot key to the assigned Customer's View Totals Window.
View Payment History For Sales History Line Items! Again, from the Sales Order Browse and Line Item History Windows, you can now hot key to the assigned Customer's Payment History. The Payment Browse can be further limited only to payments applied to the selected invoice.
Cancel Cloned Transactions! If you Clone a transaction, but decide against saving it, you can now cancel it without having to manually remove any line items. The order is either deleted or marked as Void based on your Global Options for handling deleted orders.
Multiple Vendor Credits Now Can Be Deposited Together! If you receive multiple Credit Invoices from the same Vendor you can now tag them and create a single Bank Deposit in one go. know that in the Vendor Browse/Browse A/P invoices and credits, I can select several invoices and then with the Manual button I can do a manual cheque for all of them or pay them all together by Credit Card.

Accounts Payable And General Ledger

 
Personal G/L Period Enhanced! You can now log into Simple Accounting and use a Personal G/L Period which persists from one session to the next.

If you are using a Personal G/L Period, you will see this on the title bar of the program along with your current G/L Period.

When you close out of Simple Accounting, you are reminded each time that you are still using the Personal G/L Period and asked if you would like to revert back to the Global G/L Period.

Inventory

 
Generating Stock RFQs! Vendor Requests For Quotes can now be generated for Stock products (those not linked to a particular customer) and then automatically converted to a Stock Purchase Order. This should dramatically speed the procurement of inventoried items.
RFID Support Improved! We are now supporting the EPCIS standard for RFID scanners. Any pallette or product with such a chip can be immediately read using a conventional scanner for all Forms Management functions including counts, receipts and adjustments.

How To Obtain This Upgrade

1. To obtain this upgrade, go to www.suntowersystems.com/downloads/safeee/setupex.exe Run this program on your server.
2. There are new passwords for this upgrade. Your existing installation password will not work! Please contact us for an updated password.
3. If you have any custom forms from Suntower Systems do not run SETUP until you have received updated forms from us!
4. It is critical that you backup your complete SIMPLE folder and your SQL Server databases before you run SETUP. If your SQL Server database is not stored under the SIMPLE folder, then that must also be backed up.

Note: Make sure you have a complete backup of your SQL Server database. Many backup programs do not properly back up SQL Server databases! The surest way to make a database backup is from within the SQL Server Enterprise Manager!
5. When you run SETUP, read the installation options carefully so as not to overwrite any existing data! Install only the Program and no data files besides the Sorts and Filters!
6. As we have been saying: you will not be eligible for this upgrade if your RSS subscription is not current. You will be charged an additional $180.00 to upgrade to SAFE X from SAFE 9 if your support contract is not current by June 15, 2008. If your version of SAFE has not been upgraded to Version 7, you will be charged an additional upgrade fee to receive version X.

IMPORTANT STEPS TO FOLLOW WHEN UPGRADING!

1. Backup your current database before you begin!
2. Test your backup!
3. Install the SAFE SQL XI Install Package, making certain that no users are logged into SAFE
4. Open SQL Query Analyzer
5. Open the "SQL XI Database Update Script.SQL" file.
6. Press <F5> to execute this script and convert the database to be compatible with SAFE X.
7. Close SQL Server Query Analyzer and start SAFE XI.
Congratulations! You did it.

What's Next?

Want to know what's up next for SAFE? While we're not prone to discussing 'vaporware', we do update Simple Accounting four times per year, so we do know which features are coming with the next minor update. To find out, click here:

What's Next For SAFE?

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