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Enhancements
Accounts Payable
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- Printing Vendor
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Check(s)
As a Club Admin, I would like the ability to pull in existing vendor invoices when creating a Quick Check, and have the option to Print the Check or record as a Manual Check.show a Vendor’s default expense account when printing a Vendor Check.
Use Case: Previously,
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After clicking Save and Close, option to Print Check Now will appear. If No is selected, option to record as a Manual check will then be presented, or check can be printed later by going to Accounts Payable option.
Approve Vendor Invoice Batches - Vendor Invoice - Export
As a Club Admin, I would like the ability, when viewing a posted Vendor Invoice batch, to export the Vendor Invoices to a CSV file.
Use Case: Previously, there was not a feature available for Users to export Vendor Invoices to a CSV file from the Approve Vendor Batches menu. Now, there is an added functionality that will allow Users to click Export CSV to download an export of Vendor Invoices.
Guest Rooms - Guest Room Dashboard - Rates
As a Club Admin, I would like the ability to view all manual adjustments made to a Reservation’s rates and for adjustments to be reflected in the master row Base Rate.
Use Case: Previously, the Guest Room Dashboard Base rate did not reflect manual rate adjustments. Now, the Guest Room Dashboard Reservation view will include any manual adjustments made to a Reservation, shown in the master row Base Rate.
Membership - Member Payments Wizard
As a Club Admin, I would like the ability to print cash receipts to the new Member Payments Wizard.
Use Case: Previously, cash receipts were unable to be printed from the new Member Payments Wizard. Now, added functionality allows cash receipts to be printed from the new Member Payments Wizard as seen below.
POS - Messages - Member Grid
As a Club Admin, I would like the ability to filter/sort by Member Type within the POS Message editor’s Member Grid.
Use Case: Previously, Member Type was not a column that could be filtered within the POS Message Editor’s Member Grid. Now, the Member Type column has been added to allow filtering/sorting Members by this qualifier when creating POS Messages.
Bug Fixes
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Fixed an issue with the Income Statement Consolidated and Income Statement Consolidated Rolling reports where the Income After Extra Items line was not reporting the correct value.
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Fixed an issue with the Income Statement Rolling report not displaying COGS accounts.
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Fixed an issue with the new Print Check wizard where it was advancing the Next Check Number when printing a $0 check.
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Fixed an issue when viewing a POS invoice batch and the Deleted Tickets section was not displaying deleted tickets.
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Fixed an issue when viewing the Deletes/Voids/Discounts/Comps report and deleted tickets that contained a discount and deleted discounts were showing in the Discounts section.
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Fixed an issue where CMA would fail to push a deleted member to Axis and would continue trying to do so continuously.
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Fixed an issue with installment billings set up for combos not billing members for the correct amount.
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Fixed an issue where changing the display order of modifiers in a modifier group would not display properly in CMA.
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when printing a Vendor Check, the User was to choose/enter the correct expense account. Now, when printing a Vendor Check, the Vendor’s default expense account will populate.
General Ledger - Year End Wizard
Added support to the Year End Wizard and all Income Statement and Balance Sheet reports for Multi-Company clubs with multiple fiscal year ends.
Use Case: Previously, the back Office software did not provide additional support for companies with different fiscal year ends. Now, additional support has been added within the Year End Wizard, as well as the Income Statements and Balance Sheets, to account for Multi-Company Clubs that operate with different fiscal year ends.
Guest Rooms - List Report - Reservation Creator
Added functionality when viewing the Guest Room List report, that if the creator of the reservation has no Employee Number or ID, the List Report will show their name instead.
Use Case: Previously, when viewing the Guest Rooms List Report, the report would not show any information on the creator if the reservation did not have an Employee Number associated with it. Now, the List report will show the name of the User who created the reservation.
Membership - Reports - Delinquent Members Report
Added additional functionality to the Delinquent Members report to include Status (shows the member’s status) and include All Balances (include all Over 30/Over 60/Over 90/etc.).
Use Case: Previously, the Delinquent Members Report did not have the ability to show Member Status and to Include All Balances. Now, these options have been added to the Report.
Please Note: All balances will show when calculating the total balance, even if those balances aren’t set to show.
New Member Wizard
Added functionality to Improve the messaging and overall experience in the New Member Wizard when attempting to create a member with a duplicate member number.
Use Case: Previously, when a User created a new member, the system would suggest a new member number, but would error because the member number might have been previously used. Now, the User can save the new Member’s number, and go back to change the member number at a later time if needed.
POS - Classic POS
Member Check-In
As a Club Admin, when checking-in a Member in Classic POS, I would like it to show the Member’s group(s) below their portrait and Name.
Use Case: Previously, when checking in a Member, their name would populate. Now, the added functionality, in the Area settings, will show which groups the Member is associated with in addition to their photo on the POS during the Check-In process.
As a Club Admin, when starting a ticket in classic POS for an underage member, I would like the POS to display a warning that they are a minor.
Use Case: Previously, dependents or underage members were not labeled as a minor in the classic POS. Now, when starting a ticket for any member the system will recognize birth dates and warn the User if the Member is a minor.
Please Note: Birthdates must be up to date in your back Office system for this feature to properly notify the User of a minor member.
Employee Clock Out
Added an area-level setting called Allow Clock Out With Open Tickets, when set, will allow an Employee to clock out (but not end their shift) if they have still have open tickets.
Use Case: Previously, the Office system would not let Employees clock out when they had open tickets associated with their name. Now, employees can clock out while still having open tickets, but not end their shift when the Allow Clock Out with Open Tickets setting is checked in the Area menu.
Printers - Printing Plugin Simulator
Added support for Escape Codes with the Printing Plugin Simulator.
Use Case: Previously, .
Bug Fixes
Fixed the Print Check wizard not allowing check numbers over 999999.
Fixed the Manual Folio Charge wizard not allowing you to select a Folio.
Fixed the error that displays when attempting to view a ticket through member history in POS when the employee that created the ticket has since been deleted.
Fixed the error in the Member Charge Wizard when attempting to clear an item’s Quantity.
Fixed an issue in the Member Payment wizard where it was using the statement date instead of the current date for the check’s date.
Fixed Income Statement/Balance Sheet reports to display the name of the company you are running them for if you are a multi-company club and you run the report for just one of those companies.
Fixed an issue where employees would immediately get logged out of CMA after logging in because the clock on their computer was out-of-sync with the server’s clock.
Fixed the Employee Hours Audit Report to only display noteworthy changes to an employee’s timesheet and not every single normal clock in/clock out.
Improved the performance when viewing a member’s statement by refactoring the logic for calculating their credit book balance.
Fixed Mobile POS tickets not printing child items/modifiers when PrintChildItemsInRed is turned on.