Office (3.27.17) Release
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Enhancements
Accounts Payable
Pay Bills
Updated the new Pay Bills form to show the Auto Filter Row by default.
Use Case: Previously not automatically visible, this improvement will increase your ability to readily insert filters and quickly find the information you need.
Vendor Invoices - 1099 Impact
Updated Vendor Invoices to allow for a new Tax Form Box Default (0) and updates the (None) option on tax form override form to return no value for that line.
Use Case: Previously, it was possible to override tax lines to indicate that an Invoice Item should be included on a 1099 form, however, was not possible to say, exclude this line from the 1099 calculation. With this enhancement, it is now possible to override an Item’s inclusion in a Vendor’s 1099 by using the (None) option.
General Ledger
Import Annual Journal Entries
Updated the system to allow for an Annual Journal Entries import form.
Use Case: Previously, Journal Entries could not be imported on an Annual basis. This enhancement will improve the Implementation process for a Club as 12 months of Journal Entries may now be uploaded with one import.
Interactive Reports
Data Genie
Updated the 'Sales with Line Item Detail' Data Genie View to include the Meal Period field.
Use Case: Previously unavailable, now gain additional insights into your Club’s Dining Operations by including the Meal Period in your results.
Financial Report Writer
Updated the Financial Report Writer to add value options for Total Debits and Total Credits.
Use Case: Previously, only Net activity was available in the Financial Report Writer. Now, have specific Debit and/or Credit values returned to further analyze and improve your reporting capabilities.
Membership - Delinquent Members
Updated the Member Delinquent report to have the same column header names as other AR Aging reports.
Use Case: Improve your ability to review Delinquency reports in conjunction with other aging reports by having comparable Headers.
Membership - Member Minimum Activity Report
Updated the Member Minimum Activity report to add the ability to filter by member type.
Use Case: Now, further refine your reporting capabilities with this new feature that allows you to return results for your selected Member Type(s).
Membership - Member Voucher Transactions
Updated the Member Voucher Transaction report to allow filtering by quantity remaining.
Use Case: Improve your Club’s ability to proactively market and re-sell Vouchers to Members with only a specific number of remaining Vouchers.
Vendor - Check Register
Updated the Check Register report to add a Positive Pay parameter that removes all detail drill-down so that exports to Excel are significantly cleaner.
Use Case: Previously, detailed drill-downs were incorporated into this report, and therefore, Club’s wishing to use the report for their positive pay file had to extensively manipulate the file after export. Now, receive cleaner exports without the details for Club’s wishing to utilize this report for positive pay.
Updated the Check Register report to add the ability to filter by one or more vendors.
Use Case: Now, further refine your check register reporting capabilities with this new feature that allows you to return results for your selected Vendor(s), rather than all Vendors.
Membership
Gift Card Types
Updated POS to no longer require entering a PIN when the Gift Card Type is configured to only require a swipe
Use Case: For Clubs who have internal gift card PINS that typically match their gift card numbers, now use only one swipe (instead of two) to program both the PIN and the card number fields by populating this new Gift Card Type setting.
Groups
Updated tool-tip on "Include group in web roster" check box in member group edit form to be more clear.
Use Case: Prevent confusion for Users by updating description.
Import Installment Billings
Updated the system to allow for Bulk Import of Installment Billings.
Use Case: Previously, Billing Schedules had to be manually input. This enhancement will improve the Implementation process for a Club as these billings may now be uploaded with an import.
Manage Members
Updated the member grid to add Month Wedding Anniversary Date column.
Use Case: Now, quickly view who has a Wedding Anniversary in the current month.