Membership - Credit Book Types
Employees - Timekeeping Export
Member Number Changes
Updated the online Statement and Payment Sync process to better handle Statement, Credit Book and Gift Card balances after a member changes their number.
Use Case: Previously, after a member number change, errors sometimes resulted when syncing Statements, Credit Books, and Gift Card balances to the correct member number. Now, improved functionality enables the system to more accurately identify and track changes in member numbers and the related data, and adjust the data sync accordingly.
Fixed issue in POS when settling to credit book so that it correctly applies to balances in the order of expiration.
Fixed issue with POS Item Print Configurations when the end date wraps around to the next day (end time is less than the start time).
Fixed issue with the Deleted Ticket Report returning duplicate records if a single ticket entry had more than one manager authorization.
Fixed issue with the new Member Payment wizard so that it pulls the AR Department from the Cash Receipt type first instead of System Settings.
Fixed issue with the new Member Charge wizard to not show $0 ledger entries in the batch posting preview.
Fixed issue with the new Quick Check form, adding the ability to not immediately print checks and to mark checks as printed without actually printing them.
Fixed issue with the new Pay Bills form where Select All was not working properly.
Updated the new Member Charge and Member Payment wizard so that the Cancel button now says Close.
Updated the new Member Payment wizard to improve performance.Updated POS to restore the ability to print the Settle Ticket when doing a Member Charge All for tee times in POS
- Updated the Timekeeping Export for ADP to add gratuity balances to the service charge value in the export file.
Use Case: Previously, when Credit Book Types with Item Category Filtering overlapped, the system would prompt an error and would not allow the overlapping Credit Book to be saved.
Now, create overlapping Credit Books within Areas, and successfully manage payment application in the POS for the multiple Credit Book Types.
For example, a Credit Book Type allowing All Item categories to be applied and a separate Credit Book Type filtered to Food & Beverage Items only (alcohol excluded) can be created in the Membership module, and payment application can now be managed directly in the POS when settling a ticket. See below enhancement for more information.
POS - Credit Book Settlement
- Added a new Credit Book Selection dialog to POS that allows a user to better handle the application of available credit books to a ticket when a member has multiple credit book types that can apply to one or more items on the ticket.
Use Case: Previously, as noted above, credit book types with Item Category filtering that overlapped could not exist. Now, easily manage overlapping Credit Book types when settling a ticket at the POS. Available (or total balance on the credit book) will be displayed for reference. Eligible amounts are calculated based on Item Filters in the Credit Book setup, and are the balances that may utilized. Choose Manual to enter specific amount(s) to selected Credit Books, or choose Max to apply all eligible charges to selected Credit Book.
For example, the ticket total shown is $29.99, with the $3.35 Bud Light being the only item not eligible for the Weekend Promo Credit Book option listed above (as alcohol was intentionally excluded when setting up this credit book). When Credit Book settlement option is selected for payment at the POS, Credit Book selection dialog box opens, and eligible amounts are calculated.
As seen below, the Weekend Promo covers everything but Alcoholic Beverages ($26.32). The User now has the option to use the Bar and Lounge Credit Book or the Food Promo Credit to cover the remaining amount ($3.67, Bud Light plus taxes and service fees).
System - System Settings - Online Payment Portal Sync
Non-Standard Member Number Sync
- Previously, only Service Charges were included in the ADP timekeeping export. Now, gratuity amounts have also been added.
- Updated the Statement Sync process to deactivate members in PayCloud when their type is deselected.
Use Case: Previously, when a member status type was selected to be synced with Paycloud, and later the status type was removed or the Member was moved to a different status type (Active to Inactive), the members remained active in Paycloud. Now, when member status type changes, Paycloud updates to reflect changes. Therefore, members with a deactivated status type, no longer have access to Paycloud.
- Updated the CRM Integration process to include Member Shared Key in the results for better data reconciliation in CRM reports.
Use Case: Previously, the Member Shared Key was not included in the sync between Office and CRM. With this addition, data integrity and reporting between the systems is enhanced. Additionally, future release of the Member Retention Module will be positively impacted by this enhancement.
Fixed an issue with the Roster Export report truncating results with large lists of selected member types.
Fixed an issue with Tax Exempt lookup for members improperly flagging a member as exempt if they were in a deleted group that was exempt.
Fixed an issue with Office Cloud where tickets imported into Office are batched in the next day's batch.
Fixed an issue where a member's statement would duplicate lines when an invoice was tied to a tax code that had multiple tax code items with a tax code type 0.
Fixed an issue with File Exports if a recurrence pattern is set to 'Never End'. It really used to mean 'After 1000 occurrences'. Changed that limit to 10,000 instead.
Fixed an issue with the Statement sync process pulling all member profiles before filtering out member types. Dramatically improves performance of statement sync for clients with large amount of members that are not configured to sync.
Fixed an issue with Credit Book not covering additional gratuity properly and improperly including credits issued against balances.
Fixed an issue with the Guest Rooms occupancy report to respect fiscal year end system setting when calculating YTD values.
Fixed an issue with a coupon based price schedule throwing a LINQ error in POS when used.