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Enhancements
Employees
Manage Employees
Updated the new employee process to require the selection of a group, job code and department.
Use Case: Previously, these fields could be left blank, and as such, employees would be inadvertently omitted from reporting, views, etc.
Groups - Security (POS Related)
Updated the system to add a security role that disables a user’s ability to enter a negative price for "Ask for Price" items.
Use Case: Previously, users had the ability to enter any price for an Ask for Price Item (including negative values), which could allow for an unauthorized discount to be taken. Now, users must receive permission to enter any value less than zero for an ask for price item.
General Ledger - Budget
Updated the Budget Import system to show a notification dialog box when the import is complete.
Guest Rooms
System Settings - Guest Room Settings
Updated the Guest Room system to allow for significantly more complex email notifications.
Use Case: Previously, email notifications were standard confirmation messages with little room for customization. With new updates, automate and customize the following (5) types of emails: Confirmation, Reminder, Change, Cancel, and Check Out.
- Updates Updated the Guest Room notification editors to allow for an image link to be included.
Use Case: Previously, images could not be included in email template. Now, use imagery to help attract attention to your message and convey meaning when using any one of the new templates.
- Updated the Guest Room notification editors to allow additional fields to be included for Room Type, Average Nightly Rate and Tool Total Rate.
Use Case: Previously, available snippets for Guest Rooms included only Start Date, End Date, Sponsor Member Number, Sponsor Name, Sponsor Phone, Sponsor Email, Confirmation Number, Room Number, Room Name, and Reservation Status. Now customize templates with additional pertinent details to add to the Guest’s booking experience
Guest Room Dashboard
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Use Case: Previously, reviewing a Folio could only occur by printing it to a printer and reviewing the hard document. Now, pull up a folio, review, and then choose whether to print or not. Additionally, file may be saved as a pdf for easy electronic distribution to Members who may have questions and/or would like a copy in their email.
- Updated the Guest Room system to show the sponsoring member on the Guest Room search list.
Use Case: Previously, Sponsoring Member could be searched, but results would not display the Sponsoring Member in the Search results screen for easy review.
Items - Manage Item Categories
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Use Case: Previously, when the name of an Item was edited (for example, when a Daily Special would change from Salmon to Baked Tilapia), if the printer settings were not changed, it was possible that an individual could order Salmon, and their ticket would say, Baked Tilapia. Now, when an Item name is changed, a reminder message prompts to consider printer settings.
Membership - Approve Payment Batches
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Use Case: Previously, a generated NACHA file could not be deleted. While individual payments within the batch still cannot be deleted, the entire batch can be deleted, and payment wizard may be re-run in the event of an error.
Other - Multi-Select
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Use Case: Previously, these grids did not have the ability to sort or filter. Now, easily find the items you are looking for by utilizing these new features.
System - System Settings
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Use Case: Previously, the import did not distinguish between service charge types, therefore, all amounts came over under the last listed charge type. Now, amounts are properly aggregated by service charge type, and reflect as such in the Office system.
Services - File Export
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Use Case: Used mainly for the CE CRM interface, this behind the scenes upgrade to functionality ensures timely processing of significant levels of data transactions.
Bug Fixes
- Fixed an issue where returning items paid for with Credit Book would not refund balances to the original credit book type used for the original purchase.
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