powering tour and activity businesses worldwide since 2007

Release 8.5

in Change Log

Major Features:

  • New report system
  • Desk Open/Close support
  • Product commission support
  • Contact custom field support
  • Transactions API

Changes:

  • Changed: new system alert UI
  • Added new security permission: ‘add to sidebar’ under reports
  • Added new security permission: ‘star reports’ under reports
  • Added new security permission: ‘hide reports’ under reports
  • Added new security permission: ‘desks’ under reports
  • Added new security permission: ‘locations’ under reports
  • Added new security permission: ‘managers’ under reports
  • Added new security permission: ‘providers’ under reports
  • Added new security permission: ‘products’ under reports
  • Added new security permission: ‘summary’ under reports
  • Added new security permission: ‘contract’ under reports
  • Added new security permission: ‘adjust stock’ under products
  • Added new security permission: ‘manage adjustments’ under desks
  • Added new security permission: ‘manage adjustments’ under locations
  • Added new security permission: ‘stock’ under reports
  • Added new security permission: ‘orders’ under reports
  • Added new security permission: ‘counts’ under reports
  • Added new security permission: ‘adjustments’ under reports
  • Added new security permission: ‘cash’ under reports
  • Added new security permission: ‘movement’ under reports
  • Added new security permission: ‘payments’ under reports
  • Added: support searchable custom fields for contacts on custom fields settings
  • Changed: re-organizing items in general settings
  • Added: ticket providers in general settings
  • Added: desk opening/closing (stock count) setting to general settings
  • Added: stock counts visibility setting for desk opening/closing to general settings
  • Added: payment counts visibility setting for desk opening/closing to general settings
  • Added: counts attempts setting for desk opening/closing to general settings
  • Added: cash counts setting for desk opening/closing to general settings
  • Added: alternates collection for stock counts setting for desk opening/closing to general settings
  • Added: payment status setting for fully paid to general settings
  • Added: field validation setting for booking cancellation reason to general settings
  • Added: waiver prompt setting to general settings
  • Added: Wacom waiver signature device support on general settings
  • Added: commission calculation base setting to general settings
  • Changed: wording and UI change for SOX compliance settings in general settings
  • Changed: new reports main page
  • Added: desks commission report
  • Added: locations commission report
  • Added: managers commission report
  • Added: service providers commission report
  • Added: products sales report
  • Added: transaction summary report
  • Added: contract payment report
  • Changed: user report based on commission calculation base setting
  • Changed: user ID to ID Num on user report
  • Added: tip to user report
  • Added: total average to user report
  • Added: tip to transactions report
  • Added: total row to transactions report
  • Changed: card 4 digits display on transaction report
  • Added: status changed date to booking report
  • Added: user ID for owned-by user on booking report
  • Added: desk name to booking report (in addition to desk ID)
  • Added: desk filter to booking report
  • Added: product QTY to booking report
  • Added: total PAX in total row for PAX column on booking report
  • Added: individual PAX checked-in date display on manifest
  • Added: product stock report
  • Added: stock orders report
  • Added: stock counts report
  • Added: stock adjustment report
  • Added: cash report
  • Added: stock movement report
  • Added: payment method counts report
  • Added: open/close process on desk dashboard
  • Changed: commission graph on desk dashboard based on commission calculation base setting
  • Removed: ‘open activity log’ link on profile detail and user detail
  • Added: login activity log display on desk detail
  • Added: open/close history on desk detail
  • Added: support adjusting stock on product detail
  • Added: pending stock adjustment section on product detail
  • Added: pending stock adjustment section on desk detail
  • Added: pending stock adjustment section on location detail
  • Added: validation for negative values on stock order add
  • Added: commission or net rate display for inventory on POS book panel
  • Added: commission or net rate display for products on POS book panel
  • Removed: link to FE item page on POS search
  • Added: link to view item details on POS search and POS book panel
  • Added: service provider info in view item detail on POS search and POS book panel
  • Added: displaying block size info on POS book panel
  • Added: booking time display on POS result list
  • Added: waiver prompt support on POS order completion
  • Changed: auto payment status change by adding transaction with full payment based on setting
  • Added: displaying cancellation reason field when changing status to Cancelled (booking, order)
  • Added: warning message display with cancellation reason and cancelled date/time on cancelled booking detail and order detail
  • Changed: warning message display for test mode on booking detail
  • Changed: cancellation line item added and balance amount shown as 0 for cancelled booking on booking detail and order detail
  • Added: balance amount display per booking on order detail
  • Added: allow cancelling more than 30-day old bookings via support account
  • Added: print all button in booking invoice section on order detail
  • Added: link to get all vouchers/tickets on order detail
  • Added: tips total on order detail
  • Changed: contract partner/converted transactions retention when reverting price on basic contract partner booking
  • Added: reverting adjusted price button on order detail
  • Added: price adjustment mark on order detail (price sheet / contract price)
  • Added: price adjustment mark on booking edit
  • Added: desk assign on booking edit
  • Removed: created desk and link on booking edit
  • Added: search on custom fields on contacts
  • Added: custom fields on contact add/edit/detail/export
  • Added: duplicate price sheet to action list
  • Added: created-on date to rules list
  • Changed: billing message on Rezgo account page replaced with test mode message when inactive
  • Changed: display order of credit card fields on ‘add transaction’
  • Changed: display order of phone and postal fields on booking detail/edit, order detail/edit, contact detail when filling using contact on booking detail
  • Added: Disney ticket support to booking detail, ticket page
  • Added: transactions API
  • Changed: new sign up (with PayFirma)

added (Oct 11)

  • Changed: updated PayTrace payment gateway (Support pre-auth, refund, void in addition)
  • Added new security permission: ‘referrals’ under reports
  • Added new security permission: ‘tickets’ under reports
  • Added new security permission: ‘inventory’ under reports
  • Added referrals import to service provider detail
  • Added: referral ID on referral history view
  • Added: referrals report
  • Added: tickets sales report — Note: SKU refers price point SKU
  • Added: inventory sales summary report
  • Added: action column to transaction report

added (Oct 13)

  • Added: display ‘add transaction’ button on order detail even when payment is complete
  • Changed: fields order on ‘add transaction’
  • Added: custom payment method setting to general settings
  • Changed: on-the-fly payment method option display on ‘add transaction’ on booking detail and order detail based on custom payment method setting in general settings
  • Added new security permission: ‘deposits’ under reports
  • Added: payment deposit report
  • Added: deposit section on desk detail??? (not confirm yet)

Fixes:

  • Fixed: hiding empty field for item info on voucher
  • Fixed: hiding empty field for item info on booking receipt and printable receipt
  • Fixed: POS order complete getting blank when block size > availability
  • Fixed: missing icon on breadcrumb for notifications
  • Fixed: restoring inventory options when deleted from item
  • Fixed: slowness on loading latest bookings list on POS for some user
  • Fixed: custom form line items missing on printable booking invoice
  • Fixed: success message for location add/edit
  • Fixed: blank contents on ‘print transaction’ on booking detail and order detail with iPad
  • Fixed: redirecting to blank page if the booking is for linked account when clicking a row on booking report
  • Fixed: not be able to edit booking from monthly calendar view
  • Fixed: warning message on inventory item deletion
  • Fixed: billing message on Rezgo account page when CC is on file
  • Fixed: attaching contact from ‘create booking’ on existing booking detail or order detail by booking agent