Office - Release Notes



Mobile Ordering - Design Enhancements

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Guest Rooms - Dashboard Summary

Use Case: Previously, when running the Guest Rooms Dashboard Summary report, blocks categorized as Restricted were not highlighted on the report.

Now, when rooms are blocked with a Restricted status as shown here:

Restricted Status displays on the Dashboard Summary report.

Interactive Reporting - Data Genie - Multi-Company Clubs

Use Case: A club with multiple companies/databases can now aggregate all of their data within one database for reporting purposes, however, can still limit reporting views at the company level for those who should not have access to view the aggregated data.

Please Note: This configuration needs to be setup by your Clubessential Team. Please reach out for more information.

Items - Multi-Edit Addition

Use Case: The Multi Edit function allows for easy editing of multiple records at one time. This feature has now been enabled for the Dues Type Item field.


Member Charge Wizard

Use Case: Previously, if this setting was checked, it would not remain checked when running the Member Charge Wizard the next time.  Now, system remembers whether this was previously checked, and will auto-default to previous selection.

Credit Book

Use Case: Previously, Clubs had to provide Balance Sheet department access to employees issuing credit book.  To enhance security around the balance sheet, an employee now only needs access to one of the areas in the area group set on the credit book type in order to choose it in the credit book wizard, rather than access to the credit/debit ledger department.

Member Statements - Email Template

Use Case: The Statement Name snippet would be especially useful in email greetings on monthly statements.


Member Statements - Performance Enhancement

Use Case: Previously, spooling process when generating member statements could be extremely lengthy.  Due to this improvement, statement generation process performance is improved.

System Settings

Guest Room - Folios

Use Case: Previously, guest room folios became ‘Active’ for settlement charging in the POS at 12:01 AM on the day of arrival and ‘Inactive’ at 11:59 PM Day of departure.  With this setting enabled, Clubs can now set times in alignment with their check-in and check-out times (rather than the default times) that they would like folios available for settlement.

Inventory - Items

Use Case: Previously, users could refresh the Manage Items Grid where it would pull Item data from the database. Now, Users can select the new Qty on Hand button within the Item; the system will evaluate all transactions and immediately calculate the number of that Item on hand.

Banquets/ReServe Cloud

Use Case: Previously, if users changed the Club Display name in CMA without also updating the Club Display Name in Banquets/ReServe Cloud, the interface between the products could malfunction.  This warning message provides a reminder to users that if they are changing the display name in CMA, they must also change it in Banquets/ReServe Cloud.

Please Note: This process only affects those Users on Banquets/ReServe Cloud.

Update Process for Hosted Clients

Use Case: Beginning with the next release, CMA/POS will automatically exit five minutes after displaying the “Update Available” message.  Previously, some users were unable to view the message and/or click to continue and therefore had to connect with support to receive the latest update.  This will take effect in the next update cycle (not the current one) as code has been deployed in this release that will then apply to the next release cycle.

Mobile POS (Pilot Clubs Only)

Please Note: These changes only affect Clients piloting the Mobile POS program.

Device Selection

Use Case: Useful for multi-club operations, now easily view current Club name from the Mobile POS program.

Settlement and Split Ticket Functions

Use Case: Mobile POS now features a fly out menu that allows for any Settle option to be selected from the Information icon (the lowercase i). When selected this menu will allow Users to access any options from the Settle menu as well as Split ticket menu, as seen below.  As noted below, split by seat, course, member, amount, and quantity quick buttons are now available here.

Additionally, the full Settlement screen (and options) can be accessed from the Settle link at the bottom of the POS screen.

Users can select any Settle type or combination of different Settle types and adjustments to finalize the ticket.

Advanced Split Ticket

Use Case: As currently available in Classic POS, Mobile POS now allows Users to perform advanced ticket splitting functions.  Once selected, the Advanced Split menu provides options to change the member, split and/or move individual items, and split tickets by dollar amount, seat, course or Member, as seen below.  

Ticket Sync to CMA

Use Case: Previously, once an Invoice was generated in CMA, the ticket could no longer be opened in Mobile POS without deleting it entirely from CMA. Now, invoices are created immediately and can be reopened until the Invoice is posted.

Please Note: When attempting to post an invoice batch, the system will ensure that all tickets that have been reopened, resettled, or deleted in Mobile POS are consistent with invoices in CMA.

In conjunction with the improved sync, additional ticket viewing/maintenance can now be performed using the Mobile POS Ticket Reconciliation within CMA (found under the POS tab).  

Bug Fixes

Mobile POS Pilot Clients Only

Downloadable Guide