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Enhancements
Membership
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Accounts Payable
Approve Payment Batches
Enhanced functionality has been added to the Manage Members gridthe Approve Payment Batches screen when the Transaction date is changed.
Use Case: Previously,
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when the transaction date was changed the Vendor Invoice paid date remained the same. Now,
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Interactive Reporting
Data Genie
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when Users change the transaction date of a Vendor Payment Batch, the paid date will update as well for all Vendor Invoices paid in that Batch.
Batch Preview
Added additional consistency checks when previewing and posting Batches in CMA.
Use Case: Previously,
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Financial Report Writer
Enabled Financial Report Writer functionality for Clubs with Multiple Databases.
Use Case: For Clubs with Multiple Databases, Financial Report Writer can now be used in the master database for creation and viewing of Financial Reports that aggregates the data from individual databases. Clubessential can assist with setup of this feature for Clubs with Multiple Databases.
Member Voucher Transactions Report
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Users were able to preview a Batch, then make changes, but the changes would not be posted. Now, if Users leave a Batch in preview mode, make changes that impact the batch and then try to post it, they are prevented from doing so, with a working message, until the batch is updated and previewed again.
CMA
Member Retention Module
Please Note: These changes are in preparation for the release of the Member Retention Module.
Enhanced features when setting up the Member Retention Module in CMA to now offer the ability to generate scores for all months after a certain date.
Use Case: Previously,
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PayCloud Users
Enhanced User experience by adding the option to turn On/Off the AR Aging section of the Statement Push from Office to PayCloud.
Use Case: Users can now choose whether or not they would like to include AR Aging Balances on their Statement Push. Checkbox for this setting is located in the Endpoint Settings, as seen below.
Please Note: When this setting is not checked, Members will only see their Current Balance on their Statement; not including their Aged Balance.
Mobile POS (Pilot Clubs Only)
Please Note: These changes only affect Clients piloting the Mobile POS program.
Countdown Support
Enhanced User experience by showing Countdown values for any item marked as a Countdown in CMA.
Use Case: Previously, Mobile POS did show Countdown values for items marked as a Countdown in CMA. Now, Mobile POS updates items marked as Countdown in CMA. Also, the Countdown Quantity immediately synchronizes with all platforms (CMA, Mobile POS, Classic POS), as seen below.
Mobile POS:
CMA:
End of Shift Report
Enhanced End of Shift Reporting
Use Case: Previously, Mobile POS End of shift reporting was limited. Now, Employees can print End of Shift reports to a particular printer for a certain date range. Admin Users can now print enhanced End of Shift reports for a certain Area, Area Group, Area Category, Device, or Device Category.
Employee Access:
Admin User:
Item Lookup Support
Enhanced User experience by adding Item Lookup functionality
Use Case: Previously, Item Lookup functionality was not included in Mobile POS. Now, Users can easily look at all Items via the Item Lookup menu, just as in Classic POS, and it will reflect all current items with filtering options for showing all or showing only Countdown Items.
Item Countdown Quantities can also be edited from Mobile POS now as well. Once these quantities are updates, they will again reflect across all systems.
Firing Support
Added functionality for Mobile POS when configuring items or item categories with Courses in CMA.
Use Case: Previously, Mobile POS did not support coursing when firing Items. Now, added functionality allows for Users to fire Items by course on the Order Entry Screen.
Once an Order is entered, Users can change the Course for each item in the menu below.
Once fired, the whole ticket will print to the kitchen, labeling the courses. The User will see the courses fired in red, and can then fire next courses as needed. The following courses will print a ticket to the kitchen indicating the current course.
Email Receipt Support
Increased User functionality when Settling a Ticket in Mobile POS to allow the option to email a copy of the receipt to the Member.
Use Case: Previously, Mobile POS did not support email receipt functionality. Added support now allows Users to select an option to send an email copy of the receipt to the Member.
Tee Sheet Integration
Added new functionality by including integration for Tee Times to Mobile POS from the Website Tee Times tool.
Please Note: This feature only affects those Clients piloting the Mobile POS Program who also have the Clubessential Tee Times tool.
Use Case: Previously, Mobile POS did not integrate with Website Tee Times. Now, with added functionality, Mobile POS can support Mobile Tee Times by allowing Users to view, Check-In, and Settle Tee Times bookings via the new Tee Times tab on Mobile POS shown here.
Within the Tee Times tab, Users can select and expand a Tee Time, show Member name, round, and any fees associated with the booking. Once selected, Users can Create a Ticket or Member Charge to Settle.
Bug Fixes
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Fixed an issue where Item Modifiers were not printing on settle tickets in retail areas in Classic POS.
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Fixed an issue with ETS when closing a ticket to Tab in Classic POS and the ticket staying in a Pre-Approved state.
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Fixed an issue when saving a report layout and it overwriting the next run date.
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Fixed an issue where a reversal of a CE Payment was also reversing the fees.
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Fixed an issue in Mobile POS where credit book was not applying to gratuity when settling a ticket.
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Fixed an issue with print configurations not working properly in Mobile POS when the area they were created for was not configured properly.
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Fixed inconsistencies when attempting to view System Tools in Classic POS.
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Fixed an issue when attempting to view a saved report layout when an employee’s employee groups have changed.
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Fixed an issue where changes to a screen group in CMA were not syncing to Mobile POS.
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all Member Retention Module scores were only calculated from the start of use of the program and forward. Now, upon setup, the Member Retention Module allows Users the ability to generate scores after a selected date. This allows Users to feed their database with scores going back however many months they prefer in order to have a more accurate score for each Member over the course of time.
Interactive Reporting
Guest Room Housekeeping Report
New Guest Room Housekeeping Report has been added that details New Arrivals, Departures, Turnover, and Stay Overs for any given day.
Use Case: Previously, the Reporting Dashboard did not include a detailed breakdown of the New Arrivals, Departures, Turnovers, and Stay Overs for Guest Rooms. Now, with the new Guest Room Housekeeping Report, Users can see when Members arrive, depart, or if there are changes in the length of their stay, for any given period of time.
Outstanding Voucher Report
New Outstanding Vouchers Report has been added that shows all outstanding Vouchers as of a specific date.
Use Case: Previously, the functionality did not exist to see a report of all outstanding Vouchers. Now, the new Outstanding Vouchers Report shows all outstanding Vouchers as of a date chosen by the User. This report functions similarly to the Outstanding Credit Book Report and the Outstanding Gift Card Report. This report can be grouped by Member or by Voucher, as seen below.
Member:
When viewing Vouchers by Member, the Member will be listed and the line can be expanded to see all Vouchers associated with that Member.
Voucher:
When viewing by Voucher, the line can be expanded to show each Member that has that specific Voucher.
Marketing - Templates
Enhanced features in the Marketing Template Editor allows for Users to add a Total Statement Snippet.
Use Case: Previously, Total Statement snippets were unavailable when sending a Statement Email to a Member. Now, a new snippet has been added for Users to include in the Statement Email to the Member that will show the Member their Total Statement Balance.
Mobile POS (Pilot Clubs Only)
Please Note: These changes only affect Clients piloting the Mobile POS program.
Tee Sheet Integration
Enhanced Tee Sheet Integration; displaying the Reserver of the group, differentiating between Guests and Members by font color, and various other changes.
Please Note: This only affects clients piloting the Mobile POS Admin Tee Times Check In feature.
Use Case: Tee times made in the Clubessential Tee Sheet can now display in Mobile POS for Staff to Member charge or open a ticket from their tablet and email the Member a receipt if they choose, facilitating check in/charging from the 1st tee.
Advanced Split
Enhanced Advance Split capabilities for Tickets in Mobile POS.
Use Case: Previously, when a ticket had no items, it would need to be deleted. Now, the system recognizes when a Ticket has no items (a zero balance), and will delete the Ticket automatically.
The first Ticket shown below, ticket #387, no longer has any items left after the split.
When reviewing the Tickets to close or cash out, Ticket #387 no longer exists, it has been deleted due to a zero balance.
Bug Fixes
Fixed an issue where statement data would not appear in PayCloud for clubs with a unique Statement Month Ending Day.
Fixed an issue where the quick Cash settlement button in Mobile POS would not respect area-level settings.
Fixed an issue when overpaying for a ticket with cash in Mobile POS and the settle chit was not properly showing the Change Due.