Insurance Summary Generator v1.1.0 - Stability & Resource Management

Insurance Summary Generator v1.1.0

Minor release with important bug fixes for file handling and process management.

Bug Fixes

• Fixed file locking issue: Input Excel files are now properly released after processing
• Fixed process termination: Application now properly exits after completion
• Fixed dependency packaging: Resolved error by correctly bundling Apache POI OOXML libraries

Technical Improvements

• Implemented try-with-resources for automatic file stream cleanup
• Added proper System.exit() calls to terminate AWT/Swing threads
• Updated JAR packaging to include all required dependencies

Requirements

• Java Runtime Environment (JRE) 8 or higher
• QuickBooks Excel transaction report (.xlsx or .xls format)

Notes

• All features from previous versions remain unchanged
• Recommended update for all users to ensure stable operation

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Commissioned by JMW Transfer Inc.

Insurance Summary Generator v1.0.1 - Java 8 Compatibility

Insurance Summary Generator v1.0.1

Patch release to improve compatibility with older Java versions

Changes

• Java 8 Compatibility: Recompiled with Java 8 compliance (previously required Java 17)
• Jar now works with Java 8+ instead of requiring Java 17+

Requirements

• Java Runtime Environment (JRE) 8 or higher (changed from 17+)
• QuickBooks Excel transaction report (.xlsx or .xls format)

Notes

• All features from v1.0.0 remain unchanged
• Users running Java 8-16 should use this version instead of v1.0.0

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Full feature list available in v1.0.0 release notes
Commissioned by JMW Transfer Inc.

Insurance Summary Generator v1.0.0 - Initial Release

Insurance Summary Generator v1.0.0

First stable release of the Insurance Summary Generator tool for processing QuickBooks transaction reports.

Features

• Interactive File Selection: Modern file dialogs using FileDialog for selecting input Excel files and choosing output location
• Automated Insurance Categorization: Automatically identifies and categorizes insurance types including:
  • Health Insurance
  • Dental Insurance
  • Advantage Group Insurance
  • Federal Unemployment
  • WI SUI Employer
• Employee-Based Summaries: Generates organized sheets with per-employee breakdowns and totals
• Date-Grouped Analysis: Biweekly transaction summaries with automatic totaling
• Professional Formatting: Accounting-style number formatting with optimized column widths
• User-Friendly Interface: Pop-up dialogs for progress updates and error handling

Requirements

• Java Runtime Environment (JRE) 17 or higher
• QuickBooks Excel transaction report (.xlsx or .xls format)
• Apache POI libraries (included in JAR)

Usage

1. Run the JAR file
2. Select your QuickBooks transaction report Excel file
3. Choose where to save the generated Insurance Summary
4. Review the organized output with separate sheets for each insurance type

Notes

• Input file must contain "Payroll Check" transactions in column C
• Expected datat format: Date (B), Transaction Type (C), Employee Name (E), Memo/Description (F), Amount (I)
• Output file will contain one sheet per insurance category with employee summaries and totals

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Commissioned by JMW Transfer Inc.