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Enhancements
Accounts Payable
Pay Bills
Updated the new Pay Bills form to show the Auto Filter Row by default.
Use Case: Previously not automatically visible, this improvement will increase your ability to readily insert filters and quickly find the information you need.
Vendor Invoices - 1099 Impact
Updated Vendor Invoices to allow for a new Tax Form Box Default (0) and updates the (None) option on tax form override form to return no value for that line.
Use Case: Previously, it was possible to override tax lines to indicate that an Invoice Item should be included on a 1099 form, however, was not possible to say, exclude this line from the 1099 calculation. With this enhancement, it is now possible to override an Item’s inclusion in a Vendor’s 1099 by using the (None) option.
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Import Annual Journal Entries
Updated the system to allow for an Annual Journal Entries import form.
Use Case: Previously, Journal Entries could not be imported on an Annual basis. This enhancement will improve the Implementation process for a Club as 12 months of Journal Entries may now be uploaded with one import.
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Membership - Delinquent Members
Updated the Member Delinquent report to have the same column header names as other AR Aging reports.
Use Case: Improve your ability to review Delinquency reports in conjunction with other aging reports by having comparable Headers.
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Membership
Gift Card Types
Updated POS to no longer require entering a PIN when the Gift Card Type is configured to only require a swipe
Use Case: For Clubs who have internal gift card PINS that typically match their gift card numbers, now use only one swipe (instead of two) to program both the PIN and the card number fields by populating this new Gift Card Type setting.
Groups
Updated tool-tip on "Include group in web roster" check box in member group edit form to be more clear.
Use Case: Prevent confusion for Users by updating description.
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Import Installment Billings
Updated the system to allow for Bulk Import of Installment Billings.
Use Case: Previously, Billing Schedules had to be manually input. This enhancement will improve the Implementation process for a Club as these billings may now be uploaded with an import.
Manage Members
Updated the member grid to add Month Wedding Anniversary Date column.
Use Case: Now, quickly view who has a Wedding Anniversary in the current month.
POS
Email Pay Receipt
Updated the POS system to allow the ability to enter an email address when printing a receipt for a guest member.
Use Case: Previously, the Email Receipt feature worked only for Members. Now, enter an email into a pop-up box for a Guest who desires an Emailed receipt.
Negative Price Approval
Updated the 'Allow Negative When Asking For Price' role to allow a negative price to be entered and if the logged in POS employee doesn't have permission to do a negative price it will prompt for a manager override.
Use Case: Previously, the Allow Negative When Asking for Price role did not allow an Employee without the role the ability to enter a negative at all. Now, they can enter, however, will prompt for approval from someone who has access.
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