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Enhancements
Accounts Payable - Pay Bills
Updated the new Pay Bills grid to improves readability based on user feedback.
Use Case: These visual enhancements (row height, etc), make viewing the data easier, and increase usability of the screen.
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Employees - Groups/Employees Security Role
Updated the employee roles configuration to add security roles for individual specific settings in System Settings.
Use Case: Previously, System Settings permissions were all or nothing, meaning users either had access to all of System Settings, or none of them. With this enhancement, now assign specific elements of System Settings to Employee Groups or Employees; for instance assigning only the AP section of System Settings w/o Membership settings is now possible.
Interactive Reports - Financial Report Writer
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Use Case: Previously, data checks performed on data changes going from the Website to Office, did not prevent data from being wiped out in the event a Member cleared data in the Website (however, had data populated in Office). Many of the cases where data was cleared, were inadvertent, and resulted in numerous issues for Clubs when they were trying to create statements. As such, this behind the scenes, logic check addition, prevents the blanks resulting from cleared data fields from transferring over to Office, where data exists in Office. In rare instances where the data should be cleared, the data will now need to be cleared manually in Office.
Updated the Website integration to allow setting Street2 to a blank value if the street1 value was changed at the same time.
Use Case: This behind the scenes feature provides an allowable exception case to the change described above. The clearing of data, or a blank field will transfer over in Street 2, provided the user has also updated Street 1. Therefore, if a Member used to live at Street 1 (300 Main Street) Street 2 (Unit #3), and they update their information to say 424 Elm St, and clear out the Unit # in Street 2, both the changes to Street 1, and the blank in Street 2 will sync over to the Office system without manual intervention.
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