New Feature - Agency Credit Cards
- Added a new section to Settings for Agency Credit Cards, allowing users to create and manage multiple agency credit cards. Agency Credit Cards are listed alphabetically by credit card description.
- Added a button for Add Agency Credit Cards, allowing users to enter card details and associate cards to a default GL account.
- Added a new permissions option to User Profiles for Agency Credit Cards. The standard permission rules apply.
Enhancements to Payments
- Agency Credit Cards now populate in Supplier Payments where the method selected is Agency Credit Card.
- Agency Credit Cards now populate in Other Payments where the method selected is Agency Credit Card.
- Agency Credit Card data will auto populate if there is only one card available in the system.
- Agency Credit Card will not show as an option in the method dropdown if there are no agency credit cards entered or there are no agency credit cards with an Active status.
Enhancements to Trip Payment Authorizations
- Authorized Trip Payment Authorization now displays the card expiration date.
- Added the following filters and columns to the Trips search area:
- Payment Authorization Status with options for Pending, Authorized, and Expired
- Payment Authorization Created Date Range
- Payment Authorization Expiration Date Range
- System now displays a popup to save before continuing when users attempt to click on the email icon of a Trip Payment Authorization with unsaved changes in the Trip.
- System now keeps the user on the Payments tab after a new Trip Payment Authorization has been saved.
- Changed the "Expiration Date" to "Client Must Authorize By" in the column header and the popup.
- Changed "CVV Valid Through Date" to "Auth Expiration/Card Removal Date" in the column header and the popup.
Enhancements to Client Itinerary
- All Trips (Upcoming and Past) now display on one screen.
- Websites entered as communications in Supplier profiles will create hyperlinked text in a reservation, allowing clients to easily navigate to a Supplier's website or other urls.
Enhancements to Other Areas
- Reconciliations - Added a new section for Agency Credit Card Reconciliation. This area works similarly to Bank Reconciliation. The Agency Credit Card filter will default to the first active card created in the program.
Bug Fixes
- Fixed an issue where email templates designated to the Trips area were not appearing in the dropdown when emailing a Trip Payment Authorization.
- Fixed an issue where ARC and ticket numbers were not appearing under ARC payments.
- Fixed an issue in report builder where the Reservation Number column data was appearing as a currency.
- Fixed an issue in report builder where the Travel Category column displayed no data if the display name was set to "Category".
- Fixed an issue in report builder where the page would spin if a space was added to the end of any display name.
Click here for a list of Tres Known Issues.