New Feature - Move Reservations
- Added a new button for "Move" to the Reservations area in a Trip, allowing users to move Reservations to a different Trip.
- Clicking the Paste button now moves all data from selected Reservations to the new Trip, removing them from the original Trip. Refresh your screen to view the moved Reservations.
- The original Trip will be deleted if the moved Reservations were the only Reservations in the Trip.
Enhancements to Other Areas
- Trips search area now has cross area filters for Travelers, Payments, Advisors, and Destinations.
- Changed the Traveler Portal url to include "traveler-portal.com".
- Implemented full Accounting Lock Date functionality in Journal Entries, settled Reservations, Deposits/Withdrawals, and Payments.
- Changed permissions for Accounting Lock Date to only be entered or updated by Admin users.
- Removed the character limit on the Description field in the Reservation General screen for all travel categories.
- Removed the character limit on the Description field in the Sub-Reservation screen for all travel categories.
- Added a new filter for Reservation Booking Source to the Trips search screen.
- Reservations with a client balance of $0 are now excluded from the Client Statement.
Bug Fixes
- Fixed an issue where commission amounts were not calculating correctly on the Advisor Activity by Advisor Name report.
- Fixed an issue where the system would not accept advisor headshot files over 1MB.
- Fixed an issue where the Client and Traveler Marketing Code filters were fetching all results.
- Fixed an issue the error message in Reservations was not correct when making edits outside the locked accounting period.
Click here for a list of Tres Known Issues.