New Feature for Advisor Pay Reconciliation:
- Users can now create reconciliations to record commission payments to their advisors. A search area is also available to view past reconciliations.
Enhancements to Travelers:
- In the General tab, the Debit/Credit & Loyalty Cards section now displays a column for "Name on Card".
- In the Profile Associations tab, changed "Link Profiles" to "Link Clients" and "Unlink Selected Profiles" to "Unlink Selected Clients".
Enhancements to Payments:
- When adding a new payment to or from the agency with a method of credit card, users will see a confirmation message displaying the amount about to be charged or refunded. This will only appear for accounts that have credit care processing enabled in their agency settings.
- Payments recorded with a method of credit card will now auto populate the Name on Card field to the Traveler's first and last name.
Enhancements to Dashboard:
- New dashboard called "My Sales and My Commissions" has been added. This dashboard lists the advisor's sales and advisor's commissions.
- Made changes to the the following labels in the My Sales and My Commissions dashboard:
- "Commission For Last 6 Months" changed to "Advisor Commission For Last 6 Months".
- Month To Date This Year Vs Month To Date Last Year - X-axis title changed to "Advisor Commission".
- Sales Analysis - By Travel Category & Booking Date For Last 6 Months - Key changed to "Advisor Commission".
- "Projected Commission To Be Received" changed to "Projected Advisor Commission To Be Received".
- Top 10 Clients By Booking Date For Last 6 Months - "Total Commission" Column changed to "Total Advisor Commission".
- Top 10 Suppliers By Booking Date For Last 6 Months - "Total Commission" Column changed to "Total Advisor Commission".
- "My Sales & Commission" dashboard has been renamed "My Sales & Agency Commissions". This dashboard lists the advisor's sales and agency commissions.
- Made changes to the the following labels in the My Sales and Agency Commissions dashboard:
- "Commission For Last 6 Months" changed to "Agency Commission For Last 6 Months".
- Month To Date This Year Vs Month To Date Last Year - X-axis title changed to "Agency Commission".
- Sales Analysis - By Travel Category & Booking Date For Last 6 Months - Key changed to "Agency Commission".
- "Projected Commission To Be Received" changed to "Projected Agency Commission To Be Received".
- Top 10 Clients By Booking Date For Last 6 Months - "Total Commission" Column changed to "Total Agency Commission".
- Top 10 Suppliers By Booking Date For Last 6 Months - "Total Commission" Column changed to "Total Agency Commission".
Enhancements to Trips:
- In the search area the Column Customization button has been removed and returned to the "Manage Table Views" dropdown menu.
- Added the ability to add a new destination from the destination dropdown menu.
- New filter for "Reservation Balances Settled Date Range" added to the search area. This is the date that both the client and supplier balances are $0.
- Added a new button for "View Journal Entry' for reservations that have a client and supplier balance of $0. This is only for accounts that have General Ledger enabled.
Enhancements to Settings:
- All settings areas have been alphabetized.
- New permissions have been implemented for Export functionality in Clients, Travelers, and Trips. Users who do not have this option checked off will not see the Export button in those areas.
- New permissions have been implemented for Profile Import. Users must have the import permission checked off in Clients and Travelers for the Profile Import area to appear on the Settings screen.
- New permissions have been implemented for Destinations. Managers and Admins will have this permission checked off by default. Users will not.
- New permissions have been implemented for Advisor Pay Reconciliation. Managers and Admins will have this permission checked off by default. Users other than BackOffice will not.
- Changes to the user type default permissions:
- User - Blank/Advisor/Independent Contractor - Export and Import permissions are unchecked by default.
- User - BackOffice - Export and Import permissions are checked by default except for Destinations.
- Manager - Export and Import permissions are checked by default.
- Permissions under User Profiles have been grouped and sorted alphabetically.
Enhancements to other areas:
- Moved the Tags section up in Advisor, Supplier, Travelers, and Trips.
- Email button has been hidden from the following areas: Travelers, Clients, Trips, Payments, Activities
Suppliers, Advisors, Action Plan Templates, and Branches. - Clients created from a Traveler will now be linked together.
- Reservations imported through Direct Connect from Sabre Cruises now format the cruise segments and display the total fare and commission correctly. Full breakdown of pricing can be found in the Remarks field.
Bug Fixes:
- Fixed an issue where edits to tags were not appearing in client history.
- Fixed an issue where users were unable to create a new withdrawal.
- Fixed an issue where the dashboard was not displaying the correct data based on the selected period.
- Fixed an issue with the trip statement not working correctly due to tours with sub reservations.
- Fixed an issue where Client Report was not displaying the correct prior or total balances if a user clicked the search button multiple times.
Known Issues:
- All report output formats are displaying incorrect totals.
- User defined reports are only displaying the first 3 columns of data and are cutting off the subtotals.
- Document Templates, Other Profiles, Advisors - Attachments & Links - An error occurs when trying to open attached documents.
- New entries to Client communications, linked travelers, and tags are not displaying in the history section.