New Feature - Modify Suppliers
- Added the ability to modify multiple Supplier profiles at once from the search screen.
- After running a search and selecting line items on the search screen, clicking the Modify button will open a popup where users select a field to modify. Only one field can be modified at a time.
- Currently the following fields can be modified: Default Commission %, Preferred, Status, Supplier Payment Rules, Tags, and Travel Category.
New Feature - New User Onboarding
- Added a new section called New User Onboarding to the help menu. These task lists provide step-by-step guided instructions to assist new users in learning how to use Tres from inside the program.
Enhancements to Trips Search
- Added the ability to select a single Reservation from search results.
- Modifications at the Reservation level will modify the selected Reservation. Modifications at the Trip level will modify the Trip.
- Changed the "Delete" button to "Delete Trip".
- Selecting a single Reservation or a Trip in the search results will delete the entire Trip.
- Changed the "Duplicate" button to "Duplicate Trip".
- Selecting a single Reservation or a Trip in the search results will duplicate the entire Trip.
- Changed the "Select View" dropdown to display the current view with an arrow. Clicking on the arrow displays the dropdown of all available views.
Enhancements to Other Areas
- Added dynamic column sizing to the Advisor Statement, Client Statement, and Supplier Statement.
- Reservations and Sub Reservations now have the Viewable on Client Itinerary hidden when the checkbox for Client Itinerary is unchecked in Agency Settings.
- Added enhancements to Tres Team Access, allowing support team to access Commission Pay Reconciliation and IAR Reconciliation.
- Removed blank space at the bottom of the Link Reservations popup for Client, Supplier, and ARC payments.
- Removed "Links" from the header, column header, and button text in Email Templates.
- Removed Action, Edit, Delete, and Add New Row functionality when viewing an existing journal entry that is linked to a source.
- Existing journal entries cannot be modified when the accounting period is closed. Exception is the remarks field.
- Once the General Ledger checkbox is checked in Agency Settings, it cannot be unchecked. To uncheck the box, please contact our Support team.
- When logging back into the program, the Default view will display in a search area rather than the last view selected.
- Quick Search now includes Inactive and Pending profiles.
Bug Fixes
- Fixed an issue where the system was throwing an error when users were importing a view.
- Fixed an issue where the system was throwing an error when voiding an Advisor Pay Reconciliation.
- Fixed an issue where cross area tag filters were not saving as part of a new view or updates to existing views.
- Fixed an issue where Trips were listed multiple times on the All Itineraries page when the Trip included multiple Destinations.
- Fixed an issue where reapplying a payment from check to eft generated an incorrect journal entry.
- Fixed an issue where the travel category icons for Air, Tour, and Misc were stretched on the Trip Statement.
Click here for a list of Tres Known Issues.