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Enhancements
Accounts Payable - Manage Vendors
Added Multi Edit support for Use Tax Vendor on Manage Vendors grid.
Use Case: When Use Tax Vendor Status needs changed for multiple Vendors, now quickly select all Vendors that need updated, right-click, choose Multi Edit, and select Use Tax Vendor as the Column to edit.
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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.
- 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 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
- Updated the Guest Room system to show a Print Preview for the Folio instead of directly printing it to the printer.
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
- Updated the Item Edit form to add a warning when you change the Item Name that the print configuration might need to be updated as well.
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
- Update the system to allow users to delete a NACHA cash receipt batch from the Approve Payments Batch grid.
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
- Updated Multi Select Lookups to have additional sorting and filtering capacity when applicable.
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
Partner Products - Reserve Gateway
- Updated the Banquet system to aggregate all Service Charge values on import instead of just the last one.
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
- Updated the File Export JSON exporter to allow a page size for pushing large number of records to a remote API.
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.
Fixed an issue where the statement month end day is set to the 1st, the member activity grid does not show a dropdown for the current period.
Fixed an issue where a member type change would not always sync to the website properly.
Fixed an issue with the Guest Room Reservation system that would result in a reservation disappearing if you click Cancel after Save.
Fixed an issue where the Settle Folio process didn't ignore invoices that had been deleted.
Fixed an issue with the Item Receipt editor that would prompt a user to print labels for a negative item receipt.
Fixed an issue where the Item Category print configuration override would print the wrong message for "Name on Order".
Fixed an issue with Modifier Items that contain a $ in the display name.
Fixed an issue where ReServe events were not linking to the correct member when creating invoices.
Fixed an issue with the web roster sync process that would not properly remove a member when their Type changed to one that doesn't sync.
Fixed an issue with the Batch Posting process where if another user Cleared Batch Preview while another user’s batch was open, it would post with no GL Transactions.
Fixed an issue with the Outstanding Gift Card report would not properly save the selected type.
Fixed several issues with the Financial Report Writer custom functions for non-fiscal year end configurations.
Fixed an issue with the Balance Sheet Drilldown report including Year End entries in the Previous Year column.
Fixed several small alignment issues on 1099-MISC and 1099-INT forms.
Fixed an issue with using countdown items and the countdown item is a fractional quantity item with a non-integer value.
Fixed an issue with the Event Calendar not properly displaying certain recurring events.
Fixed an issue with wait-listed guest room reservations not sorting properly on the guest room dashboard.
Fixed an issue with the Inventory Adjustment Wizard repeatedly warning about cost variance exceeding threshold when Finishing the wizard.
Fixed an issue where users could click the "Account is Temporarily Locked Out" checkbox on the employee form if the employee is not already locked out.
Fixed an issue with the Financial Report Writer using wrong start/end date when calculating a Total Year or Remaining Year when the Year End Month is not December.
Fixed an issue with the Void Check Wizard not working when entering a specific check number.
Interactive Reports
Accounting - Income Statement Reports
Added Budget Type support to the eight Income Statement reports (Income Statement, Income Statement Consolidated, Income Statement Consolidated By Category, etc.)
Use Case: Previously, viewing different Budget Types was available only in the Financial Report Writer, or on Standard Financial Reports after System Settings had been adjusted. Now, easily select the Budget Type to report on directly from the Income Statement Screens.
Data Genie - Multiple Views
- Multiple Views - Added Member Status and Member Status Description (and Billing Member Status and Billing Member Status Description where appropriate) to all appropriate Genie Views.
- Multiple Views - Added Player Type field to several Data Genie views.
- Sales Summary View - Added Net field to Sales Summary data genie view.
- Sales with Settlement Detail View - Added Meal Period to Sales with Settlement Detail Genie View.
Data Genie - Options
Added Options drop down to Data Genie, adds ability to hide row or column totals and saves those options in the layout.
Use Case: Previously, users wishing to exclude totals from exports to Excel, had to manually delete total rows/columns after the export prior to further manipulating the data. Now, easily exclude total rows and columns from view and related exports.
Membership - Scheduled Member Changes
Added Scheduled Member Changes report to interactive reports.
Use Case: Previously, scheduled Member Status, Member Type, or Player Type changes were visible only within the Member’s profile. Now, easily view upcoming Member changes from the Scheduled Member Changes Report.
Items
Manage Item Categories
Updated the Item Category edit form to remove unused fields.
Use Case: Fields not used (ie - Rewards eligible) are no longer visible to prevent user confusion.
Manage Item Combos
Added ability to hide an Item Combo in POS.
Use Case: Previously, only Items could be hidden from POS. Now, also hide an Item Combo.
Membership
Groups
Updated the Member Group edit form so that the member list displays the member number, last name, and first name broken out into multiple columns.
Use Case: Previously, Name field (which combined first and last name), was visible in grid, making searching and sorting difficult. Now, easily search by three distinct fields.
Import Starting Balances
Updated the Import Starting Balances wizard so that it automatically closes when finished.
Use Case: Previously, wizard required manual intervention to complete process.
Manage Members
Added an Age Demographic column to the Member Grid.
Use Case: Previously, unavailable, this field results in improved searching, querying, and data mining capabilities within the Manage Members grid.
Print Member Statements
Added Member Status and Member Type columns to Print Member Statements grid.
Use Case: Previously, unavailable, these fields can be useful when selecting/reviewing Members for which to generate statements. Right-click, and choose column chooser. Then, specify fields to display.
POS
CMA - Devices
Updated the POS Devices grid to add Ticket Device field.
Use Case: Previously unavailable for viewing on the grid, this field can be useful when reviewing which Printer is associated with a Device.
POS - Dining
Updated POS Dining Integration to no longer assign the shift of the admin user who is seating the reservation, instead use the server's shift.
Use Case: Previously, when a Dining Manager was assigning reservations to a table and a respective server, the ticket would go into the Dining Manager’s shift. Now, the ticket goes into the assigned Server’s shift.
System
System Settings - Partner Products - Reserve Gateway
Updated the Reserve Cloud integration to select the member charge settlement type based on the company of the member.
Use Case: For Club’s with multiple companies, this behind the scenes functionality, ensures the charge settlement type is proper based on the Member’s Company.
System Settings - Website - Clubessential Endpoint Editor
Updated the Online Order printing minute threshold from 60 to 90.
Use Case: Previously, the threshold was limited to 60, and needs arose which required the threshold be set at a higher level.
Terminals
Updated the CMA Terminal edit form to add a label indicating the timeout is in seconds and setting it to zero disables it.
Use Case: In an effort to eliminate user confusion, added clarification as to the unit of measure to be entered into the timeout field.
Bug Fixes
Fixed an issue with Guest Rooms charge card on file when the value is negative.
Fixed an issue when you send all items on a ticket then add a discount and try sending again.
Fixed an issue with the Avg Sale Per Cover field in Sales Summary data genie view not matching the Daily Sales report Avg Sale Per Cover.
Fixed an issue with the Financial Report Writer crashing when picking "Current Period - Day " or "Previous Period - Day " when the day chosen exceeded the number of days in the overall month for the sheet.
Fixed an issue with the Item Receipt report not displaying negative quantities.
Fixed an issue when attempting to print zero dollar item receipts.
Fixed an issue with the Income Statement reports not consistently filtering departments and companies properly.
Fixed an issue with the multiselect look up control not displaying (All) when all records have been selected.
Fixed an issue in the online order system in POS where items on the ticket were not getting flagged as sent during auto-fire.
Fixed an issue with the Website member photo sync when a member has a bad photo file reference.
Fixed an issue with dynamic member groups not properly calculating members that are "Not In" one or more member groups.
Fixed an issue when holding CTRL and clicking objects in the Area Layout form then clicking the layout area itself.
Fixed an issue with the Guest Room system with ETS 3.0 when charging a negative folio balance to a card on file for the room.
Fixed an issue with the Room Daily Occupancy report giving bad totals.
Fixed an issue with Web -> Navigation Menus edit form -> Navigation Menu Item edit form loading very slowly and running the system out of memory.
Fixed an issue with early checked in and checked out guest room reservations generating a Check Out notification.
Fixed an issue with the batch posting process to allow zero-dollar batches even if there are no records in the Batch Preview report.
Fixed an issue where duplicate Item Categories or Item Groups would appear in the Area -> POS Options -> Statement Options (when Show Summary Breakout On Statement is enabled under POS Options).
Fixed an issue with the Outstanding Credit Book report not including credit books posted in batches whose transaction date was equal to the "As of Date" when running the report.
Fixed an issue with the "Don't Send Any Print Messages" button on Item->Print Configuration screen to properly set print configuration's Message to (None).
Fixed an issue with the Timekeeping Export sometimes throwing an error because the Employee Shift Activity report was returning an empty Department Code.
Fixed an issue with the Guest Room Reminder Email plugin causing errors in new Office installs because it assumed there was a record in the guest room settings table without checking to be sure there actually was one.
Fixed an issue with the Year Visit count always being zero. Also, no longer filters guest members w/out a member type.
- Fixed various issues with the start and end date calculation process in the Financial Report Writer.