|
|---|
Enhancements
Accounts Payable
Manage Vendor Invoices - Grid
Added Memo column to Vendor Financial Activity grid.
Use Case: When viewing the grid, now view comments made in the Memo field for improved user experience.
...
Pay Bills - Entry Form
...
Updated the purchase order form to select all the text in a cell when tabbing through the grid.
Use Case: When tabbing through the Grid, users will have an improved user experience when viewing/editing data, as all data is now selected and therefore highly visible.
Manage Item Receipts - Entry Form
- Same enhancement noted above.
Manage Vendor Invoices - Entry Form
- Same enhancement noted above.
Print Checks
Updated the AP check printing process to print two copies of the check overflow report in order to have a copy for both the club and the vendor.
Use Case: When printing checks with remittances that span more than one page, save having to make a copy of the second page because this page will also print two copies now.
Employees
Manage Employees - Grid
...
Updated the Manage Employees grid to show any custom fields defined for employees.
Use Case: Previously unavailable, custom employee fields may now be added to the grid for viewing.
If fields are not visible, right-click on grid, select Grid Layouts, and select Reset Layout.
Job Codes
Removed the "Area Restriction" field from the from Job Code editor since it was not used for any function.
Use Case: Eliminate unnecessary option to eliminate confusion.
Membership
Manage Members - Grid
Updated the Manage Members grid to add Last (Member Status, Member Type, Player Type) ChangeDate columns.
Use Case: Previously not available for viewing on the grid, these fields will now bring visibility to last change dates. With these features now available for scheduling, this simplifies the process of reviewing changes that have occurred.
Member Profile - Scheduled Changes
Updated the system to allow a user to schedule a Player Type change in addition to the existing Member Status and Member Type change.
Use Case: Now, use the Scheduled Changes tab within the Member Profile, to add a Scheduled Change of Member Type, Member Status, or Player Type when the date is known and in the future to ensure fees are appropriate charged to members with changing statuses.
Membership - Rentals - Rental Item Grid
Updated the Manage Rental Items grid to show any custom fields defined for Rental Items.
Use Case: Previously unavailable, custom fields defined for Rental Items (such as boat slip #) may now be added to the grid for viewing.
...
UX Improvements (Basic same screen layout, improved user experience)
Use Case: Using this form is now easier with its latest upgraded technology, and responsive form. Note: The new forms listed here will be rolled out in phases. If your Club does not yet have these forms, you will be receiving them in the coming weeks. If you would like to start using them before they have been turned on for your Club, please contact your support team.
Print Checks - Entry Form
- Same enhancements noted above.
Quick Check - Entry Form
- Same enhancements noted above.
Void Check Wizard
- Same enhancements noted above.
Vendor Payment Types
Removed Vendor Payment Types from Office as they were not used for any current functionality.
Use Case: Eliminate non-functioning options to eliminate confusion.
Interactive Reports
Vendor Activity Report
Added Memo column to the Vendor Activity report when drilling down to invoice detail.
Use Case: To improve research capabilities, when drilling into the invoice detail, comments left in the Memo field can now be viewed.
Items
Manage Item Modifier Groups
Updated the default multi-select lookup to be the Item Modifier on Item Modifier Group form.
Use Case: When creating Item Modifier Groups, form now defaults to selecting Item Modifiers for easier group creation.
Point of Sale (POS):
...
System Settings - Utilities tab
Updated the POS Admin Tee sheet view to scroll to the last tee time if all tee times occurred in the past-> System Settings -> Utilities tab to reorganize due to changing settings.
Use Case:
...
System - System Settings
Updated POS and Axis Tee Time integration to support processing payments with Open Edge enrolled credit cards from the public booking website.
...
Improved organization for better user experience.
Removed all local file screengroup caching in POS along with the settings on the Utilities tab.
...
Use Case: This behind the scenes functionality requires no change on the User side.
...
Bug Fixes
Fixed an issue with NACHA auto payment batches not automatically pulling default bank accounts for a member.
...