Office - Release Notes


General Ledger


Use Case: To enhance security around allowing journal entries to certain accounts (A/R, AP), etc., a Control setting option has been added to the account setup.  When checked, only users with Post to Control Account are allowed to create and post/unpost journal batches to the account.

General Ledger Transactions

Use Case: Users can now navigate through multiple periods in the GL Transactions Grid with the newly added quick toggle arrows, as shown below. This allows navigation through more than one period, if selected in the date picker. Arrows will disappear if only viewing one calendar month in the range.


 Installment Billings

Use Case: Previously, Users could enter a Member Profile and delete the Member’s Installment Billing before it was complete. Now, the option to delete (highlighted below) is disabled once an Installment Billing has begun..

 Manage Members Grid

Use Case: Previously, the checkmark for Autopay shown in the Member Grid was not clear as to whether the Member was enrolled in Autopay or not. Now, a clear and definitive checkmark indicates if the Member is enrolled in Autopay, as shown below.

Mobile POS

Use Case: The Mobile POS User Design has had additional upgrades to make it more visually pleasing, touch and User friendly. See examples below of the Select a Device screen and Order Entry screen, new changes reflected on the left.

Use Case: When creating a screen group in CMA, colors will be reflected exactly in Classic POS. Mobile POS redesign has opted for colors that stand out well when viewing on a tablet. See example below, Office Screen Group Designer on the right, and the tablet-ready colors that translates to on the left.

Please Note: Text color will always show as white or black on buttons. In addition, Item buttons will always be white.

Use Case: New Multi-edit Item support has been added to the Order Entry/Settlement screen by selecting Edit Items. This allows for multiple Items to be discounted, comped, deleted, etc. all at once. Previously, Items had to be individually selected and the action then performed for each Item. See Edit Items button and new checkboxes below.


Use Case: Previously, each item had to be selected to view the Item Course and Seat information. Now, new functionality shows this information directly under each Item on a ticket in the Order Entry screen. See example of Course labeling below.

Member Relationship Management (Beta Release)

 Member Retention Summary Report

Use Case: Previously, Users needed to enter a number to search for the  percentage change. Now, Users can search for a change greater than, less than, or equal to a certain percentage change.

Bug Fixes

Downloadable Guide