Office - Release Notes

Enhancements

 

Accounts Payable - Manage Vendors

 


Interactive Reports

Accounting - Income Statement Reports

Data Genie - Multiple Views

Use CaseBy popular demand, the following changes have been made to the data genie views to support better reporting and data mining capabilities.  Remember to click the Reset Layout icon in the event any of the below fields are not appearing.

 

 

Data Genie - Options

 

 

Use CasePreviously, users wishing to exclude totals from exports to Excel, had to manually delete total rows/columns after the export prior to further manipulating the data.  Now, easily exclude total rows and columns from view and related exports.


 

Membership - Scheduled Member Changes

 

 

Use Case: Previously, scheduled Member Status, Member Type, or Player Type changes were visible only within the Member’s profile.  Now, easily view upcoming Member changes from the Scheduled Member Changes Report.


 

Items

 

Manage Item Categories

 

Use Case: Fields not used (ie - Rewards eligible) are no longer visible to prevent user confusion.

 

 

Manage Item Combos

 

Use Case: Previously, only Items could be hidden from POS.  Now, also hide an Item Combo.

 


 

Membership

 

Groups

 

Use Case: Previously, Name field (which combined first and last name), was visible in grid, making searching and sorting difficult. Now, easily search by three distinct fields.

 


 

Import Starting Balances

 

Use Case: Previously, wizard required manual intervention to complete process.

 


 

Manage Members

 

Use Case: Previously, unavailable, this field results in improved searching, querying, and data mining capabilities within the Manage Members grid.

 

 

Print Member Statements

 

Use Case: Previously, unavailable, these fields can be useful when selecting/reviewing Members for which to generate statements.  Right-click, and choose column chooser.  Then, specify fields to display.


 

POS

 

CMA - Devices

 

Use Case: Previously unavailable for viewing on the grid, this field can be useful when reviewing which Printer is associated with a Device.

 

 

POS - Dining

 

Use Case: Previously, when a Dining Manager was assigning reservations to a table and a respective server, the ticket would go into the Dining Manager’s shift.  Now, the ticket goes into the assigned Server’s shift.

 

 

System

 

System Settings - Partner Products - Reserve Gateway

 

Use Case: For Club’s with multiple companies, this behind the scenes functionality, ensures the charge settlement type is proper based on the Member’s Company.

 

 

System Settings - Website - Clubessential Endpoint Editor

 

Use Case: Previously, the threshold was limited to 60, and needs arose which required the threshold be set at a higher level.

 


 

Terminals

 

Use Case: In an effort to eliminate user confusion, added clarification as to the unit of measure to be entered into the timeout field.

 

Bug Fixes

Downloadable Guide