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
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 -> System Settings -> Utilities tab to reorganize due to changing settings.
Use Case: 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.
Fixed an issue where spouse edits to a shared address were not saving when pulling from the website.
Fixed an issue with the Cash Receipt Wizard taking several minutes to delete rows in a very large batch.
Fixed an issue where an error message would display when saving a member after clearing out a choice custom field.
Fixed as issue with the Text Message Blast wizard where an invalid email address could be set as the sender and the wizard would appear to create the messages properly but not deliver any texts.
Fixed an issue with the Text Message Blast wizard where the employee's phone number wasn't getting added to the recipient address list.
Fixed an issue with Employee SMS Messages getting delayed by the time zone offset between the local system and the hosted server.
Fixed an issue with the GL account name displaying as N/A on the Check Reconcilement Report after you successfully print checks in the Print Checks wizard.
Fixed an issue where the area column in the Item Receipt editor may not display when Enable Multi-Location Inventory is checked in System Settings.
Fixed an issue with the Edit Vendor Invoice form not displaying member numbers for member line items.
Fixed an issue when deleting and undeleting item receipts that would not update linked purchase order properly.
Fixed an issue when using the multi-edit function to bulk change Vendor Terms.
Fixed an issue when saving a Quick Check with linked item receipts.
Fixed an issue with the Item Receipt form asking multiple times if the user wants to mark an item active.
Fixed an issue when changing the sponsoring member on a guest room, reservation was not updating the guest room reservation properly, causing tax and service charge to calculate with the previous sponsoring member.
Fixed an issue with rates not calculating after splitting a guest room reservation and then moving part of the reservation to a new room.
Fixed an issue with how guest rooms calculate tax and service charge in all areas.
Fixed an issue that would allow a Guest Room sponsoring member to change on reservations after they have been checked in.
Fixed an issue with tab orders on Guest Room guest editor.