Enhancements
Employees - Groups
Updated the system to allow for a role that would prevent a user from exiting POS without a Manager’s override.
Use Case: Previously, Dining Staff could easily inadvertently exit out of the POS entirely, rather than simply signing out, and returning to the “Listener” screen. Exiting out of the POS (rather than signing out) consumes significantly more resources (system wise and time-wise) when ready to operate the system again. The preferred method is to Sign Out, rather than Exiting. With this enhancement, ensure the “Allow Exit POS” role is unchecked to prevent Servers from exiting the POS, rather than signing out of it. Manager override will prompt if role is unchecked and user tries to exit.
Employees - Timekeeping Export
Added support for Ultipro Timekeeping Export format.
Use Case: Previously unavailable, now easily export payroll data in the format required by Ultipro (payroll processor Vendor).
Interactive Reports
Installment Billing
Added ability to filter the Installment Billing report by item.
Use Case: Previously, Items (and Item Combos) were not an available filter for the Installment Billings report. Now, easily review Installment Billings based on selected Item or Item Combo in addition to Member, or type of Installment Billing.
Trial Balance
Improved performance of Trial Balance report by grouping and summing transactions more than two years before the As of Date.
Use Case: Previously, performance of the Trial Balance was not optimal as large amounts of historical data slowed the report’s ability to run efficiently. With this enhancement, now quickly obtain data needed from the report, while maintaining necessary transactional details within 2 years of the as of date.
System - Tax Code Items
- Updated Tax Code Item editor to require a Ledger Account to be selected when saving.
Use Case: Previously, ledger accounts were not required to be populated when saving a tax code item, oftentimes requiring Clubs to later post reclassification entries when the default account was not desired. This enhancement ensures the posting occurs to the proper account by requiring input of this field.
Updated Tax Code Item editor to prevents duplicate names from being created.
Use Case: Previously, when a Tax Code Item name was in the process of being created, there was no understandable warning to indicate it was a duplicate. Now, easily recognize when Tax Code duplication is attempted, and prevent creation of the duplicate record.
Bug Fixes
Fixed an issue when scrolling on the Rental Item -> Custom tab.
Fixed an issue with invoices posting to the wrong AR account when clubs have multiple companies with separate member charge invoice payment types.
Fixed an issue where CMA would crash when an employee was entering journal entries and the system would try to save the employee's settings.
Fixed an issue where the Player Type column was not showing up on POS member grid lookup.