Newsletter — Roughneck Software

Newsletter.

January 2024

If you do not get flagged when you open up your program that you are not running the latest version please go to File, WWW Update and click Check Now. You will want to check the “Automatically check each time the program starts”. This will flag you when we release updates. Our latest Build number is 16.0.131. Your build number should be 16.0.131 or higher. To check your build number open up Roughneck and go to Help and About.

Reminder to backup your data! Over this last week we have received several calls regarding antivirus software. With so many antivirus software choices on the market and with them making regular updates we strongly recommend that you have a daily backup of your data. Some antivirus software will quarantine your program files and/or data files and move them.

We recommend that you make a backup offsite whether that is to a thumb drive, the cloud or using our Roughneck backup to the server option. We also recommend that your data directory is not located under your program directory, for example C:\derek\yourdata. We suggest you have your data directory directly under your C: drive (c:\yourdata) or another local drive. If you need help moving your data please let us know, we can help.

If you have any questions please contact us a call, email us or fill out a support ticket and we will get back to you as soon as possible.

Phone: 972.552.5204

Email: support@roughnecksoftware.com or sales@roughnecksoftware.com

IMPORTANT ANNOUNCEMENT!

Regulations regarding e-filing year end forms have changed and will most likely impact your business. The IRS and Treasury released final regulations requiring filers with 10 or more forms to electronically file for the upcoming 2023 tax year (to be filed in 2024). This regulation includes the total for all aggregated forms filed (W-2, 1099, etc.). There are other provisions in the regulations that may impact you. Learn More >

E-file Email Address: Make sure you have a good email address in your Company Heading file. We will email your e-file bill to the email address in your Company Heading file.

When is the 1099-NEC due?

Form 1099 NEC is used to report nonemployee compensation amounting to $600 or more during a tax year.

The filing due date for Forms 1099-NEC is January 31, 2024, if filed by paper or electronically. 1099-NEC copies are also due to the independent contractors by January 31, 2024.

When is the 1099-MISC due?

Form-1099 MISC is used to report miscellaneous payments amounting to $600 or more. These payments include prizes, awards, rent, gross proceeds to attorneys, healthcare payments, and royalties ($10 or more).

The filing due date for Forms 1099-MISC is February 28, 2024, if filed by paper, and March 31, 2024, if filed electronically. 1099-MISC copies with no data in boxes 8 or 10 are due to recipients by January 31, 2024. If the forms contain data in boxes 8 or 10, the deadline is extended to February 15, 2024.

E-File Updates: We added additional ways to e-file and mail your IRS forms for 2024. You now have two additional ways to e-file your 1099-MISC and 1099-NEC: Third Party Print and Create E-file or Third Party Print, Create E-file with Online Retrieval. You can file at the Federal and State level with all options. The Third Party options will allow you to create and print your e-file via Nelco Solutions. https://www.nelcosolutions.com/electronic-filing-in-your-software/ Roughneck has been a partner with Nelco for over 20 years. You might be familiar with them as they supply our customers with Federal Forms, checks and envelopes.www.nelcosolutions.com/

2024 E-File Pricing:

Federal E-file: Prices start at $0.98 a form for Federal E-file for your first 250 forms.

State E-file: State e-file forms under 250 start at $1.23 per form.

Third Party Print and Create E-file: The recipient copies of the federal forms are printed and mailed to the recipient for you. Prices start at $2.37 a form for Federal E-file under 250 and $3.27 a form for State E-file under 250.

Third Party Print, Create E-file and Online Retrieval: The recipient copies of the federal forms are printed and mailed to the recipient. Recipients that have an email address will receive an email giving them access to the form online. Prices start at $2.37 a form for Federal E-file under 250 and $3.27 a form for State E-file under 250.

January 30th and 31st are considered Peak Pricing days for the Third Party options. If you select a Third Party option on January 30th or January 31st the price will increase $1.00 per form.

If you have any questions on pricing please email us at support@roughnecksoftware.com and let us know the quantity of forms and what service you are interested in and we will email you back the cost.

Payroll Updates: The Payroll tax table and the 940 forms have been released.

Owner/Customer file: You will now have a Primary and Secondary Email address field. The Primary Email will only hold one email address. This is used for the Operating Statements, Owner Detail and Owner P & L reports and IRS filings. The Secondary email address is for sending Operating Statements to multiple email addresses. You will need to put a comma to separate each email address. Please check your owner file to make sure your owner’s emails are set up correctly. For 1099 purposes you will need to make sure you only have ONE EMAIL ADDRESS in your primary email field.

Vendor file: Please check your Vendor file to make sure your vendor’s emails are set up correctly. For 1099 purposes you will need to make sure you only have ONE EMAIL ADDRESS in your email field.

October 2023

If you do not get flagged when you open up your program that you are not running the latest version please go to File, WWW Update and click Check Now. You will want to check the “Automatically check each time the program starts”. This will flag you when we release updates. Our latest Build number is 16.0.121. To check your build number open up Roughneck and go to Help and About.

Reminder to backup your data!

Over this last week we have received several calls regarding antivirus software. With so many antivirus software choices on the market and with them making regular updates we strongly recommend that you have a daily backup of your data. Some antivirus software will quarantine your program files and/or data files and move them.

IMPORTANT ANNOUNCEMENT!

Many businesses will be impacted by this new regulation. What actions can you take now?

Start preparing your business by evaluating the number of forms you typically file. In addition, familiarize yourself with the complete e-file options already available to you through your software.

E-File Updates: We added additional ways to e-file and mail your IRS forms for 2024. You now have TWO additional ways to e-file your 1099-MISC, 1099-NEC and W-2 forms: Third Party Print and Create E-file or Third Party Print, Create E-file with Online Retrieval. You can file at the Federal and State level with all options.

Check Out E-Filing Through Your Software >

Owner/Customer file: You will now have a Primary and Secondary Email address field. The Primary Email will only hold one email address. This is used for the Operating Statements, Owner Detail and Owner P & L reports. The Secondary email address is for sending Operating Statements to multiple email addresses. You will need to put a comma to separate each email address. Please check your owner file to make sure your owner’s emails are set up correctly.

To help us understand what we could do better as a company we would like for you to partake in a short survey. Every answer we receive is a step closer to us achieving better quality support and software. Thank you for your time, we truly appreciate it.

Take Survey >

May 2023

If you do not get flagged when you open up your program that you are not running the latest version please go to File, WWW Update and click Check Now. You will want to check the “Automatically check each time the program starts”. This will flag you when we release updates. Our latest Build number is 16.0.102. To check your build number open up Roughneck and go to Help and About.

Email AR Invoice: We have added a new feature to allow you to e-mail an invoice after you create and save the invoice. If you wish to turn this feature off go to File, Setup Options, A/R Invoice Setup and uncheck “Email an A/R Invoice after adding the Invoice”.

Document Scanning

This fully integrated system worked directly with Derek to allow you to capture your important AP invoices, Owner, Vendor, Well and other documents for storage on your computer and available for quick retrieval and viewing.

A few features…

Image retrieval of scanned AP invoices or documents from Derek
Add a scanned AP invoice to Derek while scanning
Scanned image can be attached your AP invoice for quick reference
Easy lookup by Vendor, Owner, Employee, Well Number or Invoice Number.
Option to upload or scan a document
Scan multiple pages

View Sample

Have questions or need to see more, give us a call and we will be happy to help. Need to see a live version, we can give you a Quick Live Zoom demo.

We are offering the Scan Documents package on sale through May 31, 2023. Save $200 today!

I would like to order. Bill Me.

I have questions.

April 2023

We are excited to release the 2023 Enhancements. If you do not get flagged when you open up your program that you are not running the latest version please go to File, WWW Update and click Check Now. You will want to check the “Automatically check each time the program starts”. This will flag you when we release updates.

Check Listing - Consolidated Report

New Check Listing report! This new report will sum the total of the check amount. The report will show check number, Transaction date, Source Type (ex: Vendor Name) and Amount. To print go to Transaction, Check Listing click the drop down and select Report Type = Consolidated and then select your Check Type.

Additional Server Backups

One of our most requested enhancements this past year is the ability to store additional backups. Good News, you can now store 15 backups to the Roughneck Server!

Email AR Invoice

We added the option to email Accounts Receivable invoices to your customers. Go to Accounts Receivable, and Reports then Invoices. Then enter in your report filter and select the Email button. The invoice will display on screen, once you close the invoice you will be asked if you would like to email the invoice. Make sure you have the email addresses setup in the Owner file. You will also need to set up your email settings under File, Setup Options then Email Setup if you have not already done so before.

Scan Vendor: Document Name

Scan documents are now saved as “SCAN 01 1000 B1234.PDF”

01 = Company number

10000 = Vendor number

B1234 = Invoice number

This new format will give you the ability to locate your file easier.

AP Quick checks

You now have the option to add invoices for 1099 purposes for an Attorney. When adding an AP Quick Check select the Invoice type A (for Attorney), this will add an A to the end of the Invoice number. This payment will be picked up on your Vendor 1099 reports in the attorney proceeds box.

Password

We have expanded all the password fields from 10 to 15 characters.

AP Quick checks

When adding an Accounts Payable Quick Check you will now have the option to add a new Vendor. Click on the + next to the Vendor and it will pull up the Vendor file and you will have the ability to add your new Vendor here.

GL Detail Report

On the General Ledger Detail report filter we have added the option to view and print the report with a beginning and ending unit number.

Deleting a Company

Deleting a Company from the Company Heading file just got a lot easier. When you delete a company you will now have the option to delete the Owner, Well, DOI, Unit Chart of Accounts and Employee file for this company.

Check Listing - Payroll (DD Only)

The Payroll direct deposit check listing will now print in Employee number order. This report makes comparing your payroll register against your check listing easier and quicker.