Enhancements to Advisor Adjustments
- Added a new column for Tags All to the Advisor Adjustment search screen.
- Added the ability to export Advisor Adjustment search data to a .csv file.
Enhancements to Other Areas
- Added a copy icon to the primary e-mail address in the header of Travelers, Clients, and Trips.
- The following Dashboards now include data for cancelled Reservations: My Sales & Agency Commissions, My Sales & My Commissions, Agency Sales & Commissions.
- New communications entries now default to Phone in Travelers, Clients, Suppliers, Advisors, and Other profiles.
- Changed the calculation of Supplier Balance based on different payment types.
- Added headers for "Client Itinerary" and "Trip Statement" to the appropriate tabs in Trips.
- Hid the "Processing CC" pop up when adding or voiding payments that do not involve agency processed credit cards.
- Added enhancements to Tres Team Access, allowing support team to access Payments and User Profiles.
- Travel Category icons now appear on pdf versions of the Trip Statement.
- NOTE - There are currently formatting issues with trip statements over two pages long. We recommend toggling off icons in your Agency Settings if you notice formatting issues on your statements.
- Changed the functionality of the "Save and Create Payment" button in Commission Pay Reconciliation to display error messages for unreconciled payments.
- Added new filters for "Supplier Travel Category" and "Supplier Tag" to Supplier Reports.
- Urls in email notifications for completed Payment Authorizations and New Client/Traveler forms now redirect logged out users to the login screen and then the correct trip or profile after logging in.
- New Hotel Suppliers created through GDS interface now have a default commission of 10%.
New Feature in Progress - General Ledger Year End Close
- Added a new section for General Ledger Year End Close, allowing users to close out accounts through a fiscal year-end journal entry.
- This section is located in Settings > General Leger Setup.
Bug Fixes
- Fixed an issue with imported air Reservations not displaying all details.
- Fixed an issue with exported Trip views throwing an error when opened through Adobe.
- Fixed an issue where the system threw an error when trying to save a cruise Reservation that included overnight segments.
- Fixed an issue where Travelers created through a Client were not immediately displaying as linked to the Client.
- Fixed an issue where the reauthentication popup did not load properly.
- Fixed an issue in Suppliers where the default commission wasn't saving as the correct percentage.
- NOTE - Some accounts may have issues their pre existing Supplier default commission percentages. If you have been affected, please notify our support team and we will assist you in repairing this.
Click here for a list of Tres Known Issues.