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Enhancements
Mobile View
Enhanced User experience by formatting Payment Confirmation Pages and drop down select menus on iOS.
Use Case: Users will now see a cleaner Payment layout via Mobile with adjusted spacing on payment confirmation pages to avoid overlap with the header as well as adjusted drop-down select font size so iOS Users do not zoom on focus.
Payments - Scheduled Payments - Auto Draft
Enhanced functionality by preventing Users from scheduling their own payments if enrolled in Auto Draft to prevent multiple drafts.
Use Case: Member has a Payment scheduled for their account, and then a Club Admin sets the same payment. Previously, the User would be charged twice for each payment. Now, added logic prevents the User from being charged twice for a scheduled and one time payment for the same date.
Payment Options - Upcoming Scheduled Payments
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Reports - Payment History
Added functionality for Users currently using Online Member Statements that allows for Payment History to be exported in special formats suitable for Third Party Accounting Vendors.
Use Case: Previously, Payment History was exported in a uniform format that was not always suitable for Third Party Accounting Vendors. Now, Payment History can be exported in a usable format for Third Party Accounting Vendors such as Jonas or IBS.
System - Club Settings - AR Accounts
Added functionality for Club Admin to change the Display Name of an Account.
Use Case: Previously, the names of the AR Accounts came from Office and Club Admins were unable to edit the names of the AR Accounts. Now, with added functionality, Admins can edit names of each AR Account, that will show on the Member Statement, within System then Club Settings.
Bug Fixes
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Fixed a bug in Member Profile that would lose the value of address/phone type when reloading the page.
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Previous release change made timestamps on Cloud Admin dashboard show up in UTC, changed this to user’s local time.
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Reverted version upgrade for the typeahead javascript plugin that was preventing admins from adding blogs to page templates.
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Fixed a bug related to Axis snippets from PayCloud where the member didn’t have an email on file.
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Multi-AR
Enhanced functionality allows Members to choose the corresponding AR Account to pay for each balance due (in Paycloud), and have the payment applied to the proper account in Office.
Use Case: Previously, Members could make a payment toward one A/R account, and any additional payment application had to be manually performed. Now, with added functionality, Members can select how much to pay toward each A/R account, and cash receipts will be applied appropriately in Office. For example, Sally Member has monthly dues but in addition, also has a balance due for her HOA fees. When Sally goes to pay her bill she can now select how much goes to each A/R account to pay off her balance due. Note: Proper settings must be turned on in Paycloud for this feature to be appropriately applied.
PayCloud Admin Settings: For Multi-AR payment capabilities, ensure the AR Accounts Payments setting is enabled in Club Settings, as seen below. AR Account Display Names can also be edited from this menu.
Member View: Once AR Account Payments setting is enabled, Members will have the option to pay Multiple AR accounts when making a payment, as seen below. Please Note: Members have the option to pay Current Balance or Statement Balance for each AR Account.
Bug Fixes
Fixed an issue with Credit books where the date shown in PayCloud was when the credit book was created and not the transaction date.
Fixed an issue with IE11 that would prevent some ClubAdmin list view grids from displaying.
Fixed an issue that was preventing users from setting a specific date on blog posts.