|
|---|
Enhancements
Employees - Groups - Security Role
Added a new employee role to authorize charges over a member's AR threshold.
Use Case: Previously, a limit could not be applied to the Member’s ability to generate charges. Now Now, with the update described in the Membership section below, a Member AR threshold can be established (for example $5,000), and Managers/Employees can be granted privileges to Allow Exceed Member AR Threshold role role, to authorize Member charges in the POS once the $5,000 (or other threshold) has been exceeded.
...
Employee Security Reports
Added an Employee Security Roles report so that users can determine what roles a specific employee can perform, or find all employees with a specific role.
Use Case: Previously, it was not possible to view all employees with their assigned security levels in a report or a grid. Now, easily view all employees by role, (View, Edit, Create, and Delete), and/or use report filters to find a specific employee and their roles, or all employees with a specific role. Also view the method in which the security role was issued (Group, Area, or Individual level). Remember: Best practice is to apply security roles at the Group level, rather than at an individual level. This report should improve overall user experience when reviewing role security.
Check Register Report
Updated the Check Register report to now display similar detail to vendor invoices/credit memos. Expanding to the lowest level will now display the Line Item Type, Name, and Description.
Use Case: Previously, it was not possible to view the line item details associated with an invoice on the check register. Previously, details of G/L Accounts, or Assets were available, but not line item details. Now, easily drill-down from a check level to identify line Item Type, Name, and Description.
...
Delete/Voids/Discount/Comps Ticket Report
- Updated the Delete/Voids/Discount/Comps Ticket report to add a filter option by Reason Code.
Use Case: Previously, the report did not contain the ability to filter by reason codes, because prior to this release, Reason Codes were not available at a Global level. Now, for Clubs looking to leverage the Require Void Selection and Require Comp Selection settings described in the System-Areas enhancement below, easily filter this report by the Reason codes designated at the POS when the Void or Comp was selected.
...