New Feature - Foreign Currency
- Reservations now include a section for foreign currency with fields for Foreign Currency Code, Foreign Currency Conversion Rate, Foreign Currency Total Fare, and Foreign Currency Commission.
- Entering data into the Foreign Currency Conversion Rate and Foreign Currency Total Fare will automatically calculate the correct amount in the Total Fare field. The new amount will be calculated whether there is already data entered in the Total Fare or if the field has been left blank.
- Entering data into the Foreign Currency Conversion Rate and Foreign Currency Commission will automatically calculate the correct amount in the Commission Amount field. The new amount will be calculated whether there is already data entered in the Commission Amount or if the field has been left blank.
- Foreign currency code and total fare displays on the Trip Statement in the details of relevant Reservations.
- Added a column for Foreign Currency Commission to the Supplier Statement.
- Added a column for Foreign Currency Commission to the Invoice for Commission.
New Feature - Edit Commission from a Supplier Payment
- When entering a Supplier payment, after linking reservations, an edit button will appear next to the commission. Clicking this button will change the edit button to a save icon and change the commission data to a field where the commission amount can be edited. Clicking the save button immediately updates the commission amount at the Reservation level and updates all balances.
Enhancements to Other Areas
- Added a new button for "Generate Deposit Slip" to the Deposit detail screen. Clicking the button will display a popup displaying complete deposit details with agency branding. Print, export, and email capabilities are available.
- Changed the Confirmation/Ticket No value in the Client Statement. Column now displays both the confirmation and ticket number if available in the Reservation.
- Added a new filter for Reservation ARC Number to the Trips search screen.
- Added a new column for Reservation ARC Number to Column Customization and Report Builder.
- Renamed "Action Plan Templates" to "Action Plans" in the User Type & Permission section of User profiles.
- Updated default permissions for Action Plans for Advisors, Independent Contractors, and Back Office user types.
Bug Fixes
- Fixed an issue with scheduled emails not working correctly in Trips > Documents.
- Fixed an issue with the Advisor Statement displaying adjustments outside the date range entered in the Advisor Reconciliation Date Range filter.
- Fixed an issue in Agency Settings where users could not remove data in the State/Province field.
- Fixed an issue where duplicating Payments changed the method to Check.
- Fixed an issue where the Traveler Card/Document Type filter was not working in the Travelers search screen.
Click here for a list of Tres Known Issues.