This is the 6th release of 2014. We continue to enhance your system to make it more effective to run your business.

And there is more!

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EFT

Reports, Financial, EFT Analyzer, query on Batch Type, and/or time period

NEW REPORT – EFT Analyzer

Includes…

Money Submitted, Transactions, Settled, Money Lost, Decline Rate

Functions, EFT, Create Batch

  • Last name option, extended to provide a range of last names.
  • Can limit batch using using (full or partial) last names.

Memberships

Home Page

  • Memberships assigned to User type Guest will no longer be included, in  Membership counts on the Home page.

Portal

Tools, System Settings – Member Portal Settings

  • The 3 button links for the Member Portal are now accept customization.
  • VIEW CLASSES, JOIN OUR MAILING LIST, JOIN NOW can be edited.

Point of Sale

Tools, System Settings, Other

  • Bill Later at Checkout can default to the Members Next Billing date, or the current date.
    • System Setting:  POS Check out, default to TODAY for BILL MEMBER LATER.
    • Check option to set Due date of all purchases to Today.
    • Uncheck option to have Due Date Default to Next Bill Date, IF the member is up to date on their repeating payments.
  • Checkout may now Default Step 1 at  – Select Purchaser to, Bypass.
    • Setting Default Purchaser to BYPASS for POS purchases.
    • Check option to default to Bypass.
    • Uncheck option to force a selection.

Bill Later

  • When an item purchased as Bill Later has a payment applied, Income Categories assigned to the items will be appropriately updated.

Scheduler

Functions, Schedule, Sched Matrix

  • When DONEing an appointment for a session with Frequency set to Pay After, no error will occur.
  • Adjusting session length when booking an appointment is working properly

Security

Functions, Users – look up – Action = Security

  • Control Admins closing services
    • +Functions, +Services
    • check Close Package to allow an Admin to Close a Service
    • uncheck Close Package to not allow an Admin to Close Service

Services

Functions, Services, View Services – Actions

  • Adjust Usage option has been restored

Users

Functions, Users, Find User & View Member

  • Members without Birth dates entered into ShapeNet
    • View Members
    • Custom Query – bottom left Check  missing birthday, Click Search
  • Open Balance displayed from MagFi lookup has been fixed.
    • It will properly include Service’s Open Balance Due
    • Amounts from future scheduled payments are not included

Reports

Functions, Users, Find User & View Member

  • Find User, and View Member’s download option will now include column headers.

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