New Feature: Email Notifications
- Users now receive an email notification when a New Traveler Form is submitted.
- Emails are sent to the newly created Client Advisor's primary email address entered in their Advisor profile in Tres and will CC any users associated with that Advisor. Advisors with no email in their profile will have emails sent to the first user associated with them.
- Emails are sent to the agency email address when no advisor is associated.
- Users now receive an email notification when a Payment Authorization is submitted.
- Emails are sent to the Trip Advisor's primary email address entered in their Advisor profile in Tres and will CC any users associated with that Advisor. Advisors with no email in their profile will have emails sent to the first user associated with them.
- Emails are sent to the agency email address when no advisor is associated.
Enhancements to the Trip Statement
- Updated the header to be consistent with the branding hierarchy for Advisor, Branch, and Agency.
- Added Client name and mailing address to the left side of the header.
- Physical address will be used if mailing address is not available. Area will be blank if both physical and mailing addresses are not available.
- Added the following data to the right side of the header:
- "Trip Statement for (Trip Name)"
- Trip Start and End Dates
- All linked Travelers. This does not include freeflow Traveler names.
- Trip Number
- Added freeflow Traveler names to Reservation details.
- Fare and Balance columns and the Total Fare label will now be hidden when users have unchecked "Include Fares on Trip Statement" from all Reservations and Sub-Reservations in a Trip.
- Travel Category icons now appear next to all Reservations except Service Fee.
- Enable or disable this feature with the new checkbox for "Include Traveler Category Icon on Trip Statement" above the Statements section in Agency Settings. The box is unchecked by default.
- Icons do not currently display on the pdf version of the Trip Statement. This will be available in a future sprint.
- Minimized margin space and increased text size.
- Updates to the PDF version:
- No longer puts a line break in the middle of text.
- Includes hard returns for Supplier Statement Remarks and Trip Remarks.
- Total Fare, Total Paid, and Balance Due moved to the right side of the page.
Enhancements to General Ledger
- Changed General Ledger in the left menu to Journal Entries. Clicking opens directly to the Journal Entries screen.
- This option is visible when General Ledger is enabled in Agency Settings.
- Renamed the GL Account Reference tile in Settings to General Ledger Setup.
- This section now includes General Leger Accounts, General Ledger Account Mapping, and General Ledger Year End Close.
- This tile is visible when General Ledger is enabled in Agency Settings.
Enhancements to Users
- The Dashboard option on the left menu is now hidden from Users that do not have an associated Advisor. When logging in, they will land on the Trips search screen.
- The following tiles in Settings are now hidden from basic Users (non Admin or Manager): Accounting Lock Date, Agency Credit Cards, Agency Settings, ARC Numbers, Bank Accounts, Branches, GL Account Reference, Profile Import, Recommended Fields, Travel Sub-Categories, User Profiles
- The following options are now hidden from basic Users (non Admin or Manager):
- Reconciliations > Advisor Pay Reconciliation
- Reports > Tres Defined > General Ledger
Enhancements to Other Areas
- Added enhancements to Tres Team Access, allowing support team to access Reports, Bank Management, Advisor Pay Reconciliation, and General Ledger.
- Renamed "Statement Remarks" to "Statements" in Agency Settings.
- Renamed the following columns in Trips search:
- Advisor Default Commission Amount > Reservation Advisor Default Commission Amount
- Air Reservation Ticket Type > Reservation Air Ticket Type
- Booking Date > Reservation Booking Date
- Branch > Trip Branch
- Client > Trip Client
- Confirmation/Ticket No/Description > Reservation Confirmation/Ticket No
- Travel Category > Reservation Travel Category
- Changed the rules for the Date of Reconciliation field in Advisor Pay Reconciliation to allow users to select any date up to the date entered in the Latest Advisor Payable Date filter or the accounting Lock Date.
- Foreign Currency Conversion Rate field now accepts up to four decimal places.
- Columns are now sticky in the Link Reservations popup of Supplier Payments.
- Note: Once columns are moved, click Search for the changes to stick.
- Users can no longer import .json files into different areas of the program.
Bug Fixes
- Fixed an issue where reports created from scratch were not displaying totals.
- Fixed issues with print and export not functioning in multiple areas of the program.
- Fixed an issue where sending an email from an action sometimes caused the program to spin.
- Fixed an issue where the program would throw an error when editing an existing trip that included journal entries.
Click here for a list of Tres Known Issues.