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Enhancements
Employees - Groups - Security Role
Added a new employee role to authorize charges over a member's AR threshold.
Use Case: Previously, a limit could not be applied to the Member’s ability to generate charges. Now, with the update described in the Membership section below, a Member AR threshold can be established (for example $5,000), and Managers/Employees can be granted privileges to Allow Exceed Member AR Threshold role, to authorize Member charges in the POS once the $5,000 (or other threshold) has been exceeded.
In the POS, with this permission, allows a user to say Yes to this warning.
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Employee Security Reports
Added an Employee Security Roles report so that users can determine what roles a specific employee can perform, or find all employees with a specific role.
Use Case: Previously, it was not possible to view all employees with their assigned security levels in a report or a grid. Now, easily view all employees by role, (View, Edit, Create, and Delete), and/or use report filters to find a specific employee and their roles, employee groups and their roles, or employees with a specific role. Also view the method in which the security role was issued (Group, Area, or Individual level). Remember: Best practice is to apply security roles at the Group level, rather than at an individual level. This report should improve overall user experience when reviewing role security.
Check Register Report
Updated the Check Register report to now display similar detail to vendor invoices/credit memos. Expanding to the lowest level will now display the Line Item Type, Name, and Description.
Use Case: Previously, it was not possible to view the line item details associated with an invoice on the check register. Previously, details of G/L Accounts, or Assets were available, but not line item details. Now, easily drill-down from a check level to identify line Item Type, Name, and Description.
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Delete/Voids/Discount/Comps Ticket Report
- Updated the Delete/Voids/Discount/Comps Ticket report to add a filter option by Reason Code.
Use Case: Previously, the report did not contain the ability to filter by reason codes. Now, for Clubs looking to leverage the Require Void Selection and Require Comp Selection settings described in the System-Areas enhancement below, easily filter this report by the Reason codes designated at the POS when the Void or Comp was selected.
- Added tracking of which employee authorized a Comp, Discount, or Void and shows them in the Delete/Voids/Discount/Comps Report and the Ticket Audit Report.
Use Case: Previously unavailable, now quickly see who Deleted Tickets or authorized the use of Comps, Discounts, or Voids to improve auditing and reviewing capabilities.
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Member Voucher Transactions Reports
- Added 'Show vouchers redeemed in this date range' option to the Member Voucher Transactions report; if checked, it will look for vouchers redeemed within the specified start/end date.
Use Case: Previously, the report only looked at the voucher's sold date. Now, quickly see which vouchers were redeemed this month, or this week, or today.
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Added an AR threshold value to members so that a club can configure an AR balance limit for a member. Any charges at POS over the limit require manager approval.
Use Case:
Previously, a limit could not be applied to the Member’s ability to generate charges. Now, if populated with an amount >$0, the AR threshold value will require approval from an Employee designated with the Allow Exceed Member AR Threshold role once the threshold would be exceeded (for instance, $5,000). If left at $0, A/R threshold will not apply to Member.
This feature is also available for Multi-Edit.
Anchor Global Reason Codes Global Reason Codes
System - Areas - Global Reason Codes
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