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Enhancements
Club Admin Features
Reports - Scheduled Payments
As a club Admin, I would like to see all the scheduled payments within a date range.
Use Cases: Previously, Scheduled Payments were available to view by the individual user. Now, the new Scheduled Payments reports page shows all upcoming scheduled payments for the club that have not been processed. The scheduled payments report shows member name, number, account name, payment date, amount, and if it is a One Time or Recurring payment. All columns, with the exception of Amount, are filterable and the Date Picker can be used as a search option.
Schedule future or recurring payment user is forced to select a current account or enroll a new account before Payment information fades into view.
Use Cases: Previously, Payment Method, Payment Amount, and Schedule were shown on the Schedule a Payment page, allowing for an error that cleared out previously entered information. Now, Users must choose between making a payment from a current account or enrolling a new account before the highlighted section will fade into viewbe viewable.
Payments - Statement Balance
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Use Cases: Previously, the full statement balance option from the Schedule a Payment and Make a Payment page did not account for payments already made within the month. Now, the full statement balance adjusts the full statement amount if any payments are made in the same month. Avoiding ; preventing overpayment.
Member Facing Features
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Fixed issue with statement sync error fails when multiple member members with the same member number are found.
Fixed Issue where Member lookup and save does not trim the member number value.
Fixed issue when statements are synced login records are created.
Fixed issue with One Time Payment History, Scheduled Payments tab, and Upcoming Payments type by removing “-”.
Fixed issue when in PayCloud CE Admin View browser gives alert error when loading next page of paged grids.
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