05/09/2021 - Updates and Enhancements

05/09/2021 - Updates and Enhancements Revenue Updates Laura Vautour

Managing revenue is a big deal and we have been hard at work adding new features and refining the Revenue module user experience.

Revenue

New Features

1. Optimizing Transaction Lists Load Times
Waiting is hard, now you will wait less for transaction lists to load.

2. A Fine Aged Trial Balance Report

Viewing Aged Trial Balance Reports grouped by Organizations is now a reality, and Organization level metrics will be calculated based on Person and Organization invoices.

3. Visa or Mastercard?

You needed it, we added it. Now you can see the last 4 digits and Type of Credit Card used after Payment is made online via credit card.

4. I need to void a manually created invoice, can I?

If you are a properly permissioned administrator, now you have the power to void a manually created invoice all by yourself. The deleted invoice will be unlinked from the payment record and the appropriate user/account will be credited.

5. Need to check your Payment Gateway credentials?

Now you can show and hide payment gateway integration credentials by clicking on the eye icon.

6. Want your members to see the same payment options when they register themselves for classes and endorsements that other person types see?

Now all registrants will see the 4 payment options:

Bill Me / Pay Now

Bill Me / Pay later

Bill My Org / Pay Now

Bill My Org / Pay Later

Updates

1. The header area on Invoice, Payment, Refund and Credit Note is "sticky" and remains in view.

2. Numbers in Revenue screens are formatted for currency.

3. Billing contact now displays on the Pay Invoice screen.

4. Key updates were applied to Invoice/Refund/Credit Note/Payment transactions.

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