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Enhancements
Mobile Ordering
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Design Enhancements
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Audit Change Log - New Objects
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Enhanced User experience by redesigning Mobile Ordering features including updated fonts, colors, styling, and page transitions.
CMA - System Settings
Inventory - Items
Enhanced User experience when editing an Item in CMA by adding a button to the On Hand field that will allow Users to immediately recalculate the items On Hand.
Use Case: Previously,
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Interactive Reporting
Data Genie
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Users could refresh the Manage Items Grid where it would pull Item data from the database. Now, Users can select the new Quantity on Hand button within the Item, the system will evaluate all transactions and calculate the number of that Item on hand immediately.
Guest Room - Folios
Added ability to customize the start and end time of reservations, which dictate when Folios are available for settlement in the Classic POS.
Use Case: Previously,
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Employees - Employee Security Roles Report
Added ability to filter by Employee Status when running the Employee Security Roles report. Also ordered columns displayed to be in the same order that they appear in the employee file.
Use Case: Clubs wanting to review New Hire or Terminated permissions can easily be done without manual intervention. Easily ensure employees have the proper permissions with this new filter status and columns arranged to match the View Edit, Create, Delete column order in the employee file.
Membership - Member Voucher Transactions Report
Added another level of report grouping based on date issued.
Use Case: When Show vouchers redeemed or sold in this date range setting is enabled, the Member Voucher Transactions report now groups each voucher pack by issue/sold date, in addition to grouping it by member name and voucher pack name.
Filter Change - Multiple Reports Impacted
Updated the interactive reports in CMA that previously used long drop-down lists to select a filter to now use faster and searchable lookups.
Use Case: When filtering reports, now easily use a search filter, rather than a huge drop-down list to select parameters.
The following fields in the following reports were replaced with the new search filter.
- Inventory -> Due to Pro Reconciliation (Due to Pro Account)
- Inventory -> Gross Margin (Vendor)
- Inventory -> Inventory On Hand (Vendor)
- Inventory -> Inventory Transaction History (Item)
- Inventory -> Inventory Transaction Summary Export (Item)
- Item -> Item Sales (Member Group, Vendor)
- Membership -> Custom Field Values (Custom Field)
- Membership -> Daily Management Summary (Item Categories)
- Membership -> Member Address Labels - Avery (Groups)
- Membership -> Member Address Labels - Dymo (Groups)
- Membership -> Member Roster Export (Custom Fields)
- Membership -> Member Voucher Transactions (Vouchers)
- Vendor -> Item Receipt (Item Receipt)
- Vendor -> Purchase Order (Purchase Order)
- Vendor -> Vendor Activity (Vendors)
Mobile Ordering
Area Level Settings
Added ability to create one or more delivery options (at the area-level) for members to choose from when placing an order in Mobile Ordering.
Use Case: Previously, the delivery option was a free-form text. Now, establish pre-defined list of club locations where delivery is possible by using the Allow Delivery to Club Location option, and adding new Club locations. If enabled, Members may no longer enter free form text delivery locations when ordering food.
Added ability to limit how many orders may be placed in an interval when setting up an area for Mobile Ordering.
Use Case: Previously, numerous orders may have innondated a kitchen at a certain time because mobile orders were not previously limited by pickup interval. Now, specify how many orders can be accepted during a given interval to ensure orders taken can be completed.
Device Setting - Print Twice Enabled
Added ability for Print Twice setting to apply to Mobile Ordering.
Use Case: Previously, this setting only worked for Classic POS. Now, when Print Twice is turned on in classic CMA, mobile POS tickets sent to that printer device also print twice.
More Info Button in Mobile POS
Added More Info button in the Mobile Orders grid in Mobile POS to see all relevant information about that mobile order.
Use Case: Previously, additional information pertaining to a mobile order ticket including the ticket number, member, ticket creation time, mobile ordering menu, mobile ordering pickup location, mobile ordering pickup time, mobile ordering contact info, etc, was not easily available. Now, select an order, and click the More Info button to easily locate contact information in the event the kitchen has a question about the order, or needs to inform the member of something pertaining to the order.
Notes - Privacy Setting
Added ability to create private notes in CMA and designate existing notes as either public or private for Members, Employees, Vendors, and Guests.
Use Case: Some notes should not be publicly available to see. If a user is an admin or has the View Private Notes role, then they now have the ability to create new private notes, edit existing private notes, make existing notes private, and view all private notes. If an employee does not have the role, then they can only create/view/delete public notes.
PayCloud - Multi A/R Functionality
Multiple A/R account setup is now possible for display in PayCloud.
Use Case: Previously, multi-A/R setup could not be accommodated within PayCloud. Now, Clubs utilizing multiple A/R accounts who wish to display these accounts on a statement have the ability to do so.
POS - Manage Ticket Templates
Added Open Tickets as an option for inclusion on End Of Shift templates.
Use Case: Previously, when employees had open tickets, end of shift reports did not contain the ability to include this information in the report. Now, with this element included, Management can easily see who has open tickets directly from the End of Shift Report.
System - System Settings - Clubessential Endpoint Editor
Added Display Order on Custom Sync fields to improve experience when syncing/troubleshooting syncing with Axis Website.
Use Case: Previously, the custom field display and additions process was not optimized for the Axis Website Sync process. Now, with this enhancement, Display Order is clearly shown, and new custom fields are always added to the bottom of the grid, ensuring the custom fields remain ordered for sync success.
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guest room folios became ‘Active’ for settlement charging in the POS at 12:01 AM on the day of arrival and ‘Inactive’ at 11:59 PM Day of departure. With this setting enabled, Clubs can now set times in alignment with their check-in and check-out times (rather than the default times) that they would like folios available for settlement.
Items
Manage Items - Dues Type
Enhanced User experience by adding Multi-Edit support for the Dues Type column within the Manage Items Grid.
Use Case: The Multi Edit function allows for easy editing of multiple records at one time. This feature has now been enabled for the Dues Type Item field.
Member Charge Wizard
Enhanced User experience by being able to store User preference to Include Dependents within the Member Charge Wizard.
Use Case: Previously, if this setting was checked, it would not remain checked when running the Member Charge Wizard the next time. Now, system remembers whether this was previously checked, and will auto-default to previous selection.
Membership - Credit Books
Updated security restrictions for Credit Book Types to now use the Area Group on the Credit Book Type instead of the Credit/Debit department.
Please Note: Now, a User must have access to one of the areas in the group, whereas previously the User needed access to the Credit/Debit department associated with the Credit Book Type. Clubs will no longer need to grant access to a full Balance Sheet in order to issue a Credit Book for that type.
Reporting - Data Genie
Multi-Company Clubs
Enhanced User experience by adding the ability to have Master database for parent reporting, while maintaining individual reporting options for individual clubs.
Use Case: Instead of having to parse through data for all clubs, a Multi Club Organization could now set up one master server to see all Company sales data and each Club server would only see its own data.
Please Note: This configuration needs to be setup by your Clubessential Team. Please reach out for more information.
Statements
Credit Book
Improved performance when calculating a Member’s Credit Book Balance to display on the Member Statement.
Member Statements - Email Template
Added functionality to include Statement Name Field as an option when creating the email template for Member Statements.
Use Case: The Statement Name snippet would be especially useful in email greetings on monthly statements.
System - System Settings
ReServe Cloud
Added additional support as a warning message when attempting to save System Settings after having changed the Club Display Name if the Club is using Banquets/ReServe Cloud product.
Use Case: Previously, if users would change the Club Display name in CMA without also updating the Club Display Name in Banquets/ReServe Cloud, Users changing the Club Display Name in CMA must also then change the Club Display Name within ReServe Cloud to avoid a malfunction of the Sync process.
Please Note: This process only affects those Users on Banquets/ReServe Cloud.
Update Process for Hosted Clients
Improved User experience for Hosted clients when an update is available for Classic Office.
Use Case: Beginning with the next release, CMA/POS will automatically exit five minutes after displaying the “Update Available” message. Previously, some users were unable to view the message and/or click to continue and therefore had to connect with support to receive the latest update. This will take effect in the next update cycle (not the current one) as code has been deployed in this release that will then apply to the next release cycle.
Mobile POS
Please Note: These changes only affect Clients who are Piloting the Mobile POS program.
Device Selection
Updated to display Club Name on the Mobile POS Device Selection page.
Use Case: Useful for multi-club operations, now easily view Club name from Mobile POS program.
Performance Upgrades
Improved performance in Mobile POS for ticket and item deletions.
Settle Support Menus - Tickets
Added functionality to include full Settle page support to Mobile POS, along with Split Payments.
Use Case: Mobile POS now features a fly out menu that allows for any Settle option to be selected from the Information icon (the lowercase i). When selected this menu will allow Users to access any options from the Settle menu as well as Split ticket menu, as seen below. As noted below, split by seat, course, member, amount, and quantity quick buttons are now available here.
Added functionality allows for the full Settle page to open from the Settle link at the bottom of the POS screen.
From here, Users can choose from multiple Settle types for the Ticket, as shown below. Users can select any Settle type or combination of different Settle types and adjustments to finalize the ticket, just like in Classic POS.
Advanced Split Ticket
Added ability, when in the Information Menu, to offer advanced splitting options.
Use Case: Mirroring Classic POS, Mobile POS now allows Users to Advance Split a Ticket. Once selected, the Advance Split menu shows Users options to change the member, split and/or move individual items, and split tickets by dollar amount, seat, course or Member, as seen below.
Ticket Sync to CMA
Added functionality to the Ticket sync process between Mobile POS and CMA by allowing invoices to be created immediately.
Use Case: Previously, once an Invoice was generated in CMA, the ticket could no longer be opened in Mobile POS without deleting it entirely from CMA. Now, invoices are created immediately and can be reopened until the Invoice is posted.
Please Note: When attempting to post an invoice batch, the system will ensure that all tickets that have been reopened, resettled, or deleted in Mobile POS are consistent with invoices in CMA.
Bug Fixes
Fixed an issue when using ETS v3 and the first credit card transaction took over 30 seconds to process.
Fixed an issue with item messages periodically not printing (caused by tickets having items with a mix of zero and non-zero courses)where users were able to pay for an item with credit book even though the credit book type was not configured to use that item’s category.
Fixed an issue when editing a journal batch with the Journal Entry wizard and journal entries were getting duplicatedwhere classic POS would sometimes ignore negative credit book issued to a member when calculating the eligible total.
Fixed an issue where members were occasionally charged twice for a ticket when paying with credit card (The issue when generating statements on a computer that did not have the correct fonts to render the statementoccurred when a ticket was settled with a credit card, then re-opened, then an item was deleted/discounted, then the ticket was settled again (which issued a refund), then the ticket was reopened again, then the ticket was either deleted or selected to close with credit card and not use the existing tab, which would attempt to void the refund twice instead of voiding the refund and then the remaining balance on the ticket before capturing the funds for the new card).
Fixed an issue with the Outstanding Credit Book report including transactions that occurred after the selected As of Dateclubs that use quarterly minimums and on the last day of the quarter, minimum amounts would display as all $0 on tickets.
Fixed an error that can appear when loading the Check-In tab in classic POS.
Fixed an issue when attempting to close a ticket with a deleted item in classic POSwhere Mobile POS was not charging tax on an item that had a tax code with multiple tax code items and only one tax code item is exemptible.
Fixed an issue when using combos in the Member Charge wizard and the system was billing the wrong with clubs using CE Payments that have multiple AR accounts and a member overpays their balance, when you run the CE Payments Settlements report, it would incorrectly display the settlement amount.
Fixed an issue when launching the Member Payments wizard and not being able to edit a PayCloud batchwhen settling a classic POS ticket to folio with multiple occupants and when the system asks you if you want to split the ticket between the occupants, nothing happened.
Fixed an issue in mobile POS when attempting to send a ticket to the kitchen, and received message “Sequence contains no elements”when unposting an old Journal batch, editing it in the Journal Entry Wizard, deleting a row, then attempting to post it again.
Fixed an issue when syncing guest rooms with Availability Online where rooms reserved in CMA would show up as available on the website.
Fixed an issue with the credit book/credit book transaction sync between classic office and mobile POS where it was trying to push credit book/credit book transactions for deleted/unsyncable credit book typesin the Journal Entry Wizard where rows could sometimes not be deleted.
Fixed an issue in mobile POS when Print on Settle was turned on for the area but tickets did not send when settledwhere the guest room Dashboard Summary report was not showing all reservations.
Fixed an issue when adding an item to a ticket that had an item modifier that had overridden its modifier groups for Mobile Ordering.
Fixed Mobile POS to properly display an item’s name on screen instead of its item name.
Fixed an issue when selling a member multiple gift cards at once and gift card numbers were not properly incrementing through the Member Charge wizard.
Fixed an issue when attempting to edit a charge batch generated from a reciprocal vendor invoice batch where employee was not getting setwith the Vendor Activity report not running properly when trying to use a saved layout.
Fixed an issue in the Installment Billing report when the installment billing months would wrap around to another year.
Fixed an issue where employees with the Manage Employee Schedules role were unable to create/edit/delete employee schedules.
Fixed an issue where the Sales Forecast report was including deleted guest rooms.
Updates the Invoice Editor in CMA to no longer show the “Edit Ticket in POS” button for Mobile POS tickets if the invoice has been posted.