New Feature - Voided Status for Reservations
- Added a new option to the Status dropdown in Reservations for "Voided".
- This option is triggered through interface, and cannot be manually selected by users.
- Copying a voided Reservation generates a new Reservation with a status of Pending.
- Voided Reservations are not part of supplier and client balance calculations, will not appear on the list to link Reservations in a payment, and are not included on any Dashboard.
New Feature - Supplier Balances Reconciliation Report
- Added a new report to Reports > Tres Defined called Supplier Balances Reconciliation Report. This generates a detailed list of money owned to the agency from Clients and Suppliers to compare and match to a Supplier Balances GL account.
- This report only displays unsettled payments paid to or from the Agency.
Enhancements to Trip Statement
- Renamed the "Deposit & Final Payment Due" section to "Payment Schedule".
- Added a column to the "Deposit & Final Payment Due" section for "Travel Category".
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Service Fee and Insurance specific:
- "Type" changed to "Balance".
- Payment Due Date is the Booking Date of the reservation.
- Items in the Deposit & Final Payment Due section are in order of Date Due.
- Moved the Payment Total and Balance Due to be after Payments.
- Changed the calculation of Final Payment in the Deposit & Final Payment Due section to be the reservation client balance less the non completed deposits.
- The Deposit & Final Payment Due section will now exclude deposits and final payments from reservations with "Viewable on Trip Statement" or "Include Fare on Trip Statement" unchecked.
- The Payments section will now exclude payments from reservations with "Viewable on Trip Statement" or "Include Fare on Trip Statement" unchecked.
Enhancements to Canadian Versions
- Updated spelling and verbiage in Canadian databases.
- GST on commission is now excluded from the supplier balance in Canadian databases.
Enhancements to Other Areas
- Added the ability to sort Travelers by name in the Traveler Associations tab of Clients.
- Added a new column for Profile Association Name to the Travelers search screen. This will display all profiles a Traveler is associated with.
- Changed the functionality of the Reservation Status filter to allow users to see all options in the dropdown.
- Changed the functionality of the Select Supplier field in Payments to exclude Service Providers.
- Changed the functionality of the Destinations filter to allow users to enter text to search rather than populating the entire list.
- Added a new column for "Trip Action Description" to the Trips search screen.
- Increased the width of the Column area in Report Builder.
Bug Fixes
- Fixed an issue in Tres Direct Connect >Travel Insured where login credentials were not working.
- Fixed an issue in Advisor Pay Reconciliation where some converted reservations displayed an incorrect advisor commission amount.
- Resolved a problem in Trip Statement where the attach button was not working.
- Fixed an issue in Trip Search where the reservation air ticket type column displayed numbers instead of data.
- Addressed errors in Trip Search affecting the reservation number and reservation tag columns.
- Resolved a problem in Travelers where the search screen appeared empty with no available views.
Click here for a list of Tres Known Issues.