New Feature - AI Hotel Confirmation Import
- Users can now import hotel Reservations through uploaded confirmation documents into Tres.
- The Import Reservations popup in the Reservations tab of a Trip now includes the ability to import a hotel reservation through uploading a confirmation document through drag and drop, or browsing for the file on your computer.
- Files are uploaded in the "Drag and Drop Hotel Confirmation Here or Browse" button at the top of the popup.
- This feature is currently only available for hotel Reservations.
New Feature in Progress - Filter Sets
- Added filter sets to the Trips search screen. These sets allow users to run searches that include or exclude certain filter data, increasing the precision of search results.
- Filter sets default to "include".
- Filter sets of "include" have filters bubbles colored blue.
- Filter sets of "exclude" have filters bubbles colored yellow.
- Filter sets are currently only functional for Table views. Reports functionality will be available in a future release.
Enhancements to the Trip Statement
- Added new icons for Service Fee and Client Voucher.
- Removed the Export button.
- Added the Agency Address to the left side of the header.
- The address will display based on the selection from the Branding section of the Advisor profile and follows all branding hierarchy rules.
Enhancements to Canadian Databases
- Added new columns for GST/HST and GST on Commission to the Trip search screen.
- Added a field for GST/HST Codes in Agency Settings > App Settings.
- Data entered in this field should be separated by commas.
- Added a new column for GST/HST to the Trip Statement.
- Added a new field for Total GST/HST to the Client Statement.
- Added a new column for GST/HST on Commission to the Supplier Statement.
Enhancements to Other Areas
- Added a new section for App Settings.
- Added a checkbox for Reservation Provider - Allow Freeflow Text. Checking the box allows fields in Imported and Freeflow Provider Data to be editable in Reservations and Sub Reservations. Unchecking the box keeps the Imported Provider Data as read only.
- Implemented the new grid to Actions in Trips.
- Income Statement no longer takes the Year End Entry journal entry into its calculations.
- Changed the Balance Sheet and Trial Balance calculations to include the Year End Entry as needed.
- Changed the logic of the "From Date" in the Account History Report. When data is entered in this filter, the beginning balance will calculate as the balance as of the "from date" minus one day.
- Added a new checkbox for "Confirmation Document Import powered by AI" to Agency Settings > Features.
- Client IP address is now stored when making a password reset.
Bug Fixes
- Fixed an issue where the Anniversary Date column was blank in the Client search screen.
- Fixed an issue with Direct Connect where certain suppliers were not opening to the correct url.
- Fixed an issue on the Trip Statement where Reservations with a track client payment of "no" were included in the calculation of the Balance Due.
- Fixed numerous issues on the pdf version of the Trip Statement.
- Fixed an issue where tag column data displayed as blank in exported files in the Clients, Travelers, and Advisors search screens.
- Fixed an issue where the Account History report ignored the GL Account filter when the account had a beginning balance, but no journal entries in the searched date range.
- Fixed an issue where the Advisor Pay Reconciliation was occasionally off by a penny.
Click here for a list of Tres Known Issues.