Enhancements

Accounts Payable - Manage Vendors

Added Multi Edit support for Use Tax Vendor on Manage Vendors grid.
Use Case: When Use Tax Vendor Status needs changed for multiple Vendors, now quickly select all Vendors that need updated, right-click, choose Multi Edit, and select Use Tax Vendor as the Column to edit.

Interactive Reports

Accounting - Income Statement Reports

Added Budget Type support to the eight Income Statement reports (Income Statement, Income Statement Consolidated, Income Statement Consolidated By Category, etc.)
Use Case: Previously, viewing different Budget Types was available only in the Financial Report Writer, or on Standard Financial Reports after System Settings had been adjusted. Now, easily select the Budget Type to report on directly from the Income Statement Screens.

Data Genie - Multiple Views

Use Case: By 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.

Multiple Views - Added Member Status and Member Status Description (and Billing Member Status and Billing Member Status Description where appropriate) to all appropriate Genie Views.

Multiple Views - Added Player Type field to several Data Genie views.
Sales Summary View - Added Net field to Sales Summary data genie view.
Sales with Settlement Detail View - Added Meal Period to Sales with Settlement Detail Genie View.

Data Genie - Options

Added Options drop down to Data Genie, adds ability to hide row or column totals and saves those options in the layout.

Use Case: Previously, 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

Added Scheduled Member Changes report to interactive reports.

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

Updated the Item Category edit form to remove unused fields.

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

Manage Item Combos

Added ability to hide an Item Combo in POS.

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

Membership

Groups

Updated the Member Group edit form so that the member list displays the member number, last name, and first name broken out into multiple columns.

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

Updated the Import Starting Balances wizard so that it automatically closes when finished.

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

Manage Members

Added an Age Demographic column to the Member Grid.

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

Print Member Statements

Added Member Status and Member Type columns to Print Member Statements grid.

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.

Office (2.27.17) Release