Please click HERE for a video demonstrating these new features.
New Feature - Column Customization for Reservations
- Added a new button for Column Customization to the Reservation tab of a Trip, giving users the flexibility to display the information relevant to their business process.
- Clicking the button opens a popup to the right of the screen for users to add and rearrange columns.
- Available columns are: Client Balance, Reservation Commission, Confirmation/Ticket Number, Deposit Due Date, Final Pay Due Date, Primary Traveler, Provider, Start Date, Status, Supplier, Supplier Balance, Reservation Amount, Category, and Tags - All.
- Added a checkbox for Save Column Layout to the top of the column customization popup.
- This box is checked by default. When checked, after clicking Apply, columns will be set in the saved configuration for that user and will be sticky.
- When unchecked, after clicking Apply, column configuration is applied until the user leaves the Reservation screen. Then the columns will revert back to the last saved column configuration.
New Feature - Report Builder for Payments
- Added Report Builder functionality to the Payments search screen, allowing users to group, sort, sub-total and total their data. Click here for full report builder details.
Enhancements to Clients Search
- Made multiple design updates to the Clients search screen including:
- Moved the Reset Filters and Search buttons to the header.
- Moved Select View dropdown below filters and above search output.
- The selected view now displays the appropriate public/private icon in front of the view name.
- Updated filter designs to remove the bubble styling.
- Updated font sizes and weights.
- Updated icons.
- Future releases will include these updates across additional areas of Tres.
Enhancements to Advisor Statement
- Renamed "Subtotal" to "Total" in Commission and Adjustment data sections.
- Renamed "Total" to "Advisor Total Commission" in the final report row.
- Agency Total Fare is now calculated as the sum of all Total Fares for confirmed Reservations.
- Duplicate Reservations are excluded.
- Agency Total Commission is now calculated as the sum of all Total Agency Commissions for confirmed Reservations.
- Duplicate Reservations are excluded.
Enhancements to Other Areas
- Added a new column for Description to the history section of Travelers, Clients, Trips, Reservations, and Activities.
- Added buttons for Print and Export to the Other Profiles search screen.
- Print generates a .pdf that includes filters used.
- Export generates a .csv file.
- Credit field data is now displayed on images in the Traveler Portal.
Bug Fixes
- Fixed an issue on Sales and Commission Dashboards where hovering over the graph was not showing totals.
- Fixed an issue on detail of 2 level reports where hyperlinks where not working.
- Fixed an issue in compose email when inserting hyperlinks.
- Fixed an issue in Report Builder where using exclude filter sets did not group level 2 data correctly.
- Fixed an issue in Commission Pay Reconciliation for custom providers where the system threw an error when manually reconciling a settled air Reservation with $0 commission.
- Fixed an issue in Commission Pay Reconciliation for Paymode where hotel Reservations were incorrectly reconciling with Reservations of a different Travel Category.
- Fixed an issue in Reservations where only "Paid By Client" Payments were displaying for users with Independent Contractor permissions.
- Fixed an issue with SABRE GDS interface where the Tour Code field was not importing on air Reservations.
- Fixed an issue across GDS interfaces where the Provider Record Locator was not importing into Segments on air Reservations.
Click here for a list of Tres Known Issues.