Author Archive

Update Bulletin – 21 Feb 2018 Ticketing Module is here!

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Ticket Module – A new module is now available.   Create and manage your tickets from within RezExpert.  Click the link below for more details

Click Here for more information

 

 

 Online Booking Pages – Pay with AR Transfer –  Users can now allow their clients to settle charges to their accounts.  This is associated with either reservations or POS charges.   This feature must be enabled on the member type level if this functionality is being provided to the customers

 

 

POS Sale – The ability to add zero-dollar charges to be applied to the customer’s Guest Folio or Account Receivable has been added.  This will allow users to indicate that a customer received the service/product even if there is no charge attributed to it.

 

 

Product Setup – Unique product codes can be saved per product. POS product code search now uses product code to find products.

 

 

 

Content Setup – The Content Editor allows setup of static custom text Content that will display on the Confirmation Panel of the Online Booking Page and also Online Product Sales Transactions.
This enables you to direct guests to another web page, to sell additional services for example ours, annual passes, day passes or further information. The user can then assign content to different areas of the program so that the system knows what to display using the Content Assignment.

Click here for more information on Content Setup

 

 

Business Setup – Added Business Short Name (25 character max) – A new field is now available in the Business Setup for the Business Name which is displayed on the online booking pages for mobile devices

 

 

CKEditor – Underline capability has been added to this control which is utilized throughout the system.

 

 

Reservationment (Tentative report) –  StateTentative transactions have been moved to the section below the processed transactions in statement.

 

 

New Wildcards –  New wildcards have been added for tickets

a) Invoice # 

b) Ticket Type Label

c) Invoice_Discount

d) Ticket sold date

 

 

Online Booking Page (Non Mobile – List View) – A couple changes have been applied:

a) The reservation Estimate now displays “See Quote” when more than 10 days reservation length is selected.

b) The “Book” button label has been changed to “Quote”.

c) The quantity option is now hidden when Group reservations are disabled

 

Account Manager – The ability to add a token on Payment Gateways that use tokens (Including the Vault) has been added to this panel.

 

URL Export – FULL URL for the Unit Type or Unit is now provided in the URL export.

 

Alt Conf # – Increased the field size from 20 to 50 characters.

 

Unit Type Setup – Capacity field has been removed

 

Bug Fixes

Bug Fix – Pencil-Ins –  When Auto Assign Unit on Grid is turned on being unable to create an unlocked pencil-in has been fixed

 

Bug Fix – When advanced taxes are being used the percentage based Rez Fee is not working correctly has been fixed.

 

Bug Fix –  V3 was able to cancel a reservation leaving a balance. Some restrictions have been added to the cancellation process so it will fail if it was a wholesaler and invoices existed at the reservation. A reservation change history record has been added at the group level of a channel reservation indicating that the cancellation was attempted if it failed.

 

Bug Fix – When manually overriding a tax on a reservation, the tax can now be applied even if the rate group is NOT taxable

 

Bug Fix – Bulk Cancellations – When selecting No Refund when deposits have been made on any reservation other than the first reservation this causes reservations to be cancelled with a balance even though the total of the group reservations is 0. We are now handling extra “Penalties” by each reservation.

 

Bug Fix – Mobile devices for map based businesses with unit or unit type images were not displaying correctly.

 

Bug Fix – When using the Vault it would crash when attempting to view a token from the Edit/View Token dialog.

 

Bug Fix – Extra blank spacing for Online Maps on Mobile Device has been fixed

 

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(8) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(9) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

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URL Export – A new Online Booking URL Export panel is now available for anyone utilizing the Online Booking Interface.  This panel will allow properties to export their URL addresses for each Unit Type to be displayed on the web. These “Unit Type” specific URLs will allow your webmaster to update your existing (or now add additional buttons) which would allow a guest to go directly to make a reservation for one specific Unit Type. We have introduced a new layout for these single Unit Type displays through the Online Booking Interface.

 

 

 

Payment Gateway Manager – A new panel is now available. This panel will allow users to better manage any unresolved payments through the payment processor. This panel provides users with the data being returned from the processor which is not always visible from the console. The user can filter the search by numerous criteria for a refined search. This allows a user to better determine the outcome of a payment when not easily indicated whether associated with a reservation or not due to numerous reasons. By default, the filter will be on unresolved, so to display those scenarios where the process was not completed.

Import / Export Utility – Full Client List Export – The ability to export your full client list is now available.  To accomplish, please contact DigitalRez to have this provided. This would be provided in a *.csv file format which can be opened in a spreadsheet program (for example Microsoft Excel).

 

Guest Folio – Cancel Rez Button – The extra validation(click) to verify if the user wants to cancel this reservation has been removed and goes straight to the Cancel form. A check will also be done when the Cancel Rez button is clicked to verify if there are any outstanding security deposits, thus saving time from determining after the reservation is attempted to be canceled.

Bug Fixes

Report Bug Fix: Payment Detail Invoice – Incorrect discount amount and incorrect charge amount has been fixed.

Report Bug Fix: Charge Invoice displaying incorrect charge amounts has been fixed.

Bug Fix: The Ticket QR_Code wildcard issue has been fixed.

Report Bug Fix: The check-in form Accrual Detail report issue has been fixed.

Bug Fix: Online promo code issue has been rectified and better error handling.

Bug Fix: Checking Out Travel Agent Rez issue has been fixed.

Bug Fix: The reservation reversal issue has been fixed.

Bug Fix: Import/Export Panel – The Marketing opt In and Out export status selection is available.

Big Fix: Online Booking Pages – Mobile was not taken into consideration Unit Length. This has now been fixed.

Bug Fix: Rez Quote – This was not taking Unit Length into consideration. This has now been fixed.

Bug Fix: Type Capacity is filtering out Units based on the Decommissioned flag which is wrong. Availability does NOT use the Decommissioned flag; Only the Open/Close dates on the Unit.

Bug Fix: When changing the discount when a “Rez Fee” is getting recalculated, if you change the discount multiple times it crashes as the discounts allowed flag is not being set on the product correctly.

Bug Fix: When making more than one change causing the Rez Fee to be calculated more than once and taxes are involved it does not recalculate properly.

Bug Fix: Import Data – The import data issue has been fixed.

Bug Fix: RSS Feed – The RSS feed display issue has been rectified.

Bug Fix: Import/Export Panel – The Example.csv’s issue has been rectified

Bug Fix: Guest Folio : Product Security Deposits – Negative amounts can no longer be entered for product security deposits.

Bug Fix: Unit/Unit Type Setup – If the Type or Unit is set to decommissioned and the close_date > today’s date or you try and set it to > today’s date the system will now not allow that to happen. It will reset to the prior date

Bug Fix – When entering too large a label in the property setup it crashes generating the Owner Rev Share commission policy.

Bug Fix: The SAAS Invoice Sale Print selector was not loading the invoice report. This has now been rectified.

Bug Fix: Online Product Sales – Transferring to the reservation was crashing. This has now been fixed.

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(8) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(9) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

Update Alert: Amazon Issues Resolved

Amazon Issue Resolved –

We were previously experiencing issues with our cloud computing provider, Amazon Web Services. AWS is currently experiencing increased error rates within their popular North Virginia datacenter, which hosts ~ 70% of the web. We were monitoring the situation. To view details and current status of AWS, click the link below:

https://status.aws.amazon.com/

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Mobile – New online mobile interfaces are now here for RezExpert.  Have your mobile friendly interface available for all clients accessing the RezExpert system through a mobile device.   The system will automatically detect that the user is logging in on a mobile device and redirect to the mobile friendly interface.    Users when on the mobile interface will be given an option to call the business from the device.

 

 

 

Theme Setup – The wording has been changed from “RezRobot Settings” to “Online Booking Page”.

 

Customer Relation Management –  Once a client has been created in the system, an online account is also automatically available for this client.  The feature provides the ability to communicate between client and business through the Tasks/Notes system.  These messages are not linked to any specific reservation but just a portal for communication.  This is linked to the Tasks/Notes module within the system.  This is now tied into the “Send Message” ability from the online mobile admin page. You can now receive/send messages to a client via email. The Tasks & Notes and Accept Messages from Client within the Online tab options at the business level must be turned on for this functionality to be enabled.

 

 

Please contact DigitalRez for more details

 

 

Quickbooks Online Export: The ability to export a QuickBooks Online Journal Entry is now available.

 

New Report Feature: Security deposit owed amount is being added to the guest folio balance statements now, along with a balance due row that displays the grand total owed.

 

New Report Feature: Configured security deposit policies with products assigned to the security deposit product group are now listing in the report named Departure Report with Bonds – By Client Name in profile.

 

Province / State – Data Validation – When the new Business level “State / Province Drop Down” Business Group Setting is turned on all of the interfaces allowing clients to edit the Province/State field will switch between a drop down and a free form text box. If it is a country where our database has a set lookup table of provinces & states such as Canada, US and Australia it should be a drop down, where if it is a country we don’t have a lookup table it will be a free form text box. Panels: Client Editor, Guest Folio, Rez Quote, Online Booking Pages (Mobile & Non-Mobile).

 

New Email Wildcard: Confirmation Emails now have a new wildcard called Security_Deposit_Due available.

 

Zip / Postal – Data Validation – When the new Business level “Zip / Postal Validation” Business Group Settings is turned on all of the interfaces allowing clients to edit the Zip/Postal field will require valid Zip or Postal code from US, Canada, AUS & New Zealand.

 

Phone Number – Data Validation – When the new Business level “Phone Validation” Business Group Setting is turned on all of the interfaces allowing clients to enter phone #’s will require the Australian phone #’s to match the format put forth by NSW.

 

Reverse Deposit Conversion – The system previously used to default to the first payment type in the list.  This process will no longer pre-select a payment type but users will be required to select one.

 

Online Business Reservations – Businesses Clients (Logged in as Wholesaler, Travel Agency or Corporation) can now add a Secondary client to an online reservation. Both Mobile & Non-Mobile versions accommodate this capability.

Note: The Alternate Confirmation number is required when making a booking through this process

 

Marketing Statistics panel – Ability to compare data between two years has been added.

 

App Management – Manage your personal branded app directly from within the reservation system

 

Client Search – Mobile Phone has been added to the export fields from this dialog.

Session Reset – The system will no longer require the user to log out and log back in again when specific preferences are updated from the Business Setup area.

 

Online Mobile – Purchase Products / Services has been added to both Mobile & Non Mobile.

 

Online Check In/Out  –  Users can now set a preference to allow customers to Check In and/or Check Out their reservation through the online booking interface for customers.   This preference can be enabled from within the Online Settings area of the Business Information section.   This capability is available in both Mobile & Non Mobile interfaces.

Note:  Customers with an outstanding deposit due will not be able to Check In and those with an outstanding balance will not be able to check out

Please contact DigitalRez for more information

 

Wholesalers Transfer Invoices – Users now have the flexibility to move ALL invoices to the group level. There is a Trf All at the footer of the charges table within the Guest Folio now.

 

Guest Folio – A red asterisk (*) has been added to forced fields. This has been added to the Client fields/custom fields and the rez custom fields only.

Tasks/Notes – An “Export” button has been added to the Client Task/Note List panel as well as the single client dialog.

New Feature: Users will now be able to email a POS email to customers once a email address is available for the customer assigned to the POS

Report Conversions to HTML: The following reports have been converted to HTML format

1)Corporate Statement

2) Wholesaler Statement

3) Travel Agent Confirmations and Travel Agent Statement

 

Default Images For Emails –  System Label Manager now has the option to add the Unit and Unit Type default images file URL to the content.

New Feature: The System Label Manager now has the option to add a background image to content. This button is located next to the Styles dropdown in CKeditor.

 

Client History Modification – The Client Reservation History dialog box has been modified to provide additional features and capabilities.  This is access by searching for the client from the Availability Grid and from the Selected Client slider (top right of the grid) click History.   Modifications include:

a) Nights column has been added.

b) Footer provides reservation count & nights count

c) Date range and search filters.

d) Converted to a row click event

 

Bug Fixes

Group payments will now allow reservations to be settled properly even if the overall balance of the group reservation is zero (0)

Once a unit is selected with a lower length than the Unit Type,  it is now validating to make sure the unit length is honored properly.

When adjusting a vehicle on an existing group reservation related to a person when there is no person at the reservation layer the system is crashing.

Cancelled group reservations being doubled in the Online Reservation Services page is fixed.

Member Code for Billing Policy Security Deposits in the Security Deposit section of the Account Review/Ageing panel is now showing.

Cancelled Events appearing highlighted on Grid Date range row is fixed

Guest List button should load only reservations assigned to the types that are within the view that is currently selected.  Default Views for unit and type grid still return all reservations.

Event Setup – A check for duplicate Event labels has been added when users edit an existing event and/or add a new one.

Report Bug Fix: Check In Form – Vehicle Pass – we are now displaying all charge detail instead of the invoice summary only.

Report Bug Fix: All check in related reports now look for the group level client if there is no reservation level client found.

– Check In Form

– Check In Detail

– Check In Detail Duplicate

– Check In Detail Accrual

– Check In Vehicle Pass

– Check In Vehicle Pass 3-panel

 

Report Bug Fix:  SAP closure report – procedure has been converted to latest deposit related structure.

 

Bug Fix: The month of Dec was not appearing in analytics charts.

Bug Fix: Cancellation Fee charge are being created with a create_time/open_date of tomorrows date. This is timezone related

Bug Fix: 3″ payment receipt – Erroneous data left over from uForms report disabling it from running from within the POS sale print selector.

Bug Fix: Accrual based businesses were disabling the Rez Custom Fields when the rez is checked in.  This has been fixed

Bug Fix: Arr/Dep panel –  DTM reservations filter fix

Report Bug Fix: Group Statement now finds the security deposit owed and adds it to the guest folio balance at the end as a total balance due.

Bug Fix – SiteMinder – Rectified issue where Siteminder modifies a reservation after staff have adjusted

Bug Fix: Security Group Setup – System reports are not available to have permissions setup for them.

Bug Fix: Marketing email process will no longer send emails to the first reservation of a split reservation group

Bug Fix: When reversing a charge that has not been settled it was clearing the unapplied balances and not going through the till tape process. When saving this reservation down the road it is resetting the unapplied balances because of this. I have changed the till tape process when dealing with these reversals so it does insert till tape records recording this so on a future save it will set the unapplied balances correctly.

Bug Fix: Unit Type Image uploader, when setting the default file on an image that is assigned to the all types level should no longer reset all images across all businesses.

Report Bug Fix: Upcoming and Registered should display the accurate balance of each reservation now

Bug Fix: When deleting a map from the map setup any views assigned to the deleted map will be cancelled.

Miscellaneous bug fixes

 

 

 

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(8) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(9) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

Tech Tips – Enable Pop-ups on Google Chrome and Firefox

If you are experiencing issues with enabling pop ups on Google Chrome, please view the video below with an alternative method to enable Pop-ups for your production system.

Click Here to view video – Google Chrome

Click Here to view video – Firefox

 

 

 

DigitalRez

 

 

 

 

 

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 Maintenance Resource Module – Reduce your operational costs with our RezExpert preventative Maintenance Resource module. Assign and track maintenance service schedules in real time and view comprehensive reports in a mobile friendly interface. Track complete history of maintenance tasks performed and print reports in real time.   This module allows tasks to be assigned to employees for the maintenance of multiple processes, create pre-determined questions based on the step by step review of a resource.  Documents, Images, etc. can be uploaded on-site to provide a real-time management of any resource whether it’s at the office location assigned to a unit or offsite in a another region without being attached to any created unit.

Note: This is a paid for module.  Please contact DigitalRez for more details

 

 

 

Split Reservation (Cash Accounting Businesses Only)- Charge Transfer Business Module has been added. Once this is turned on, when splitting a reservation there is additional functionality that will allow someone to move charges that have not had any part of it paid off over to the second half of the split reservation. This is only available for cash based businesses.

Please contact DigitalRez for more information.  Click here for PDF Help Document

 

 

 

 

Assign Custom Fields to Specific Member Types (Memberships Module Only) – Users with the membership module have the ability now to create custom fields specific to membership types.   This will be applicable to both Client and Reservation custom fields.  Where creating the Custom Field, the membership type which is applicable can then be assigned. This custom field with only show in the guest folio when the reservation is assigned to a client with that membership type.

 

 

 

Client Relationship Module – This module will allow users to assign a relationship(s) between created clients in the system.  Once a relationship is assigned, it will allows users to quickly assign related clients to the reservations from a list, outlining the type of relationship.

This would be ideal for Kennels/Catteries.    Please contact Tech Support for additional information and documentation.

 

 

 

Assign Owner Revenue Share through Night Audit (Accrual Businesses Only) – The ability to assign revenue share to an owner through the accrual night audit process is now available.   This apply the daily revenue share amount to the owner based on what has gone through the night audit process.   This setting is applied from within the policy of the contract assigned of the owner’s contract.

 

 

Guest Folio Client Image Link – A expandable hyperlink is now available in the Rez Details of the Guest Folio which will display the client’s default image once any have been assigned.   Once the hyperlink is clicked, the field will expand to display the client’s image and if clicked again, it would collapse.

 

 

Marketing Emails Breakout – Users are now able to create Marketing emails based on the type of reservation (Single, Group, Wholesaler, Travel Agent, Corporate).  The marketing email will now be specific to that reservation type.

 

 

Inventory Type Drop Down – The Down To the Minute checkbox has now removed and will display a drop down to allow users to better manage their creation of their Unit Types.   This will only become visible when more than one Inventory Type is available.  Regular is the default inventory type for units which are displayed on a daily basis and Down To The Minute is inventory which can be broken down into multiples of 15, 30 and 60 minute time intervals.

 

 

New Wildcards added – The below wildcards have 

a) Guest_Country – This is the guest of member’s country.

b)Member_Country – This is the member’s country.

c)Quote_Sum_Charges – This is the reservation quote sum charges. 

 

 

 

Bug Fix – Member Major Holiday rule fix

Bug Fix:  Fix for extension of length sensitive reservations

Bug Fix: Online Quotation refresh issue for length specific reservations has been fixed

Bug Fix: Task Due date issue has been fixed

Bug Fix: Unit Description fix that when the text is removed, it would look at the unit type description

Bug Fix: Member business Return limitation rule fix

Bug Fix: Disappearing export columns issue has been fixed

Bug Fix:  Creation of a reservation and pencil in on the same unit simultaneously has been fixed

Bug Fix: Booking Quote screen not including the Rez Fee has been fixed

Bug Fix: Better Error Handling when reservation is cancelled with only taxes remaining

Bug Fix:  Last Day Checkout (LDC) reservation handling issues have been fixed

Bug Fix: The page no longer needs to be refreshed for the Print Modes for when creating a custom report

Bug Fix: Guest Folio client order fix

Bug Fix:  Last Day Check Out grid display bug has been fixed

Bug Fix: Warning provided when overlapping season dates

Bug Fix: List of Print Modes from the custom report setup area no longer need a refresh for them to be displayed

Bug Fix: Fixes for the recover password handling have implemented

Bug Fix: Restricting a client and Business from having the same main email address

Bug Fix:  Deleted Events should no longer affect the system

Bug Fix: Client’s image displayed correctly on a group reservation

Report Fix: Cleaning Report will show the uncleaned units under the Uncleaned Section even if they are under another section once the alert is Set.

Report Fix: Package reports no longer provide error messages when Payment Roll Up is enable and payments are applied on the group level

Report Fix: Date displayed on End Of Day Cutoff Review report has been fixed

Report Fix: Miscellaneous fixes for the Owner Account Summary report

 

 

 

 

 

 

 

Upcoming Features

(1) Training Academy – A training academy for the RezExpert software will be coming soon.  Users will be able to take courses in regards to the use of the software and its capabilities.  It will provide a multitude of training materials (videos and help help documents) to assist with the training process.  Completion certificates can be achieved and tracking of progress and achievements.

(2) Group Pencil In – There will be a new Pencil In type (e.g Maintenance, Regular) which will distinguish for a Group Pencil In

(3) Home Page Additions –  The Home page will provide quick links to the Training Video archive, Documentation Archive, Gazette and any Featured News

(4)  Warning List on comments-  This will allows users to determine on a reservation if there is a warning list comment associated with the client

(5) Contact for an Account Receivable – Users will be able to enter the contact person for any AR account created.

(6)  AR revenue in the Revenue Statistic panel – The revenue from Reservation Product sales done in the AR of a client will be added to the calculations in the Revenue Statistics panel

(7)  Save Quotes – Users will be able save quotations for packages which will be a combination of reservations and products, thus speeding up the process of applying packages to customers.

(8) Google Maps –  The capability of using the Google map engine to check availability and make reservations based on the geographical location on the map.

(9) Recur Pay additions –  This will allow users to create reoccurring payment policies to charge a customer’s stored tokenized credit card

A NEW help document for the Business Info page has been added

Click HERE to view

 

 

 

 

 

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