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Features

Unresolved Payment Gateway Trans. –   This new feature was introduced into the Guest Folio.

This will appear on the Charges/Payments tab of bookings that have had an issue when processing the credit card payment.
This issue could be:
– The guest closed down the Payment screen without entering in their details
– The guest’s internet dropped out when they were processing the payment
These two reasons will display a Comment on the Guest Folio stating Submitted for Payment, but won’t have the Payment Received message.
– Credit Card declined.
– Cancel button was pressed when a staff member was processing through the payment.
This flag will indicate that the Payment needs addressing and the Booking can not be checked out or cancelled without addressing the payment first.
Operators will be able to click on the Link and it will direct them to the Payment Gateway Manager panel.
All Unresolved payments will display.

 

 

Operators will need to click on the transaction to highlight it, then click Resolve.

This indicates to RezExpert that the operator has either received the payment from the guest; or knows that there was an issue when the payment was being processed and that it has been resolved.
Once the Resolve Button has been clicked for the transaction, the operator will be able to go back to the Grid (using the Menu button) and either check out or cancel the booking (depending on what the scenario is).
We advise reviewing this Payment Gateway Manager panel and Resolving all transactions that you know have been addressed.
NOTE: Employees with RXC 10 Security Group: Property Administrator will have access to this panel or custom created can have access.
Please feel free to give us a call to discuss this at any time.

 

 

Payment Gateway Manager – The Transaction_ID is now available in the export field within the Payment Gateway Manager panel

 

 

New Policies available – A user can now assign policies to the Account Statement and Wholesaler Statement.  The policies can be assigned from within the Unit Policy Description panel within the setup area.

 

New Map Configuration – Users are now provided with additional functionality with configuring their map.  The occupied and unoccupied color is no longer limited to red and green consecutively.  A user can set the color to any desired color and shape for the unit plot to be a circle or a polygon with 3-8 sides and/or have a border

 

 

 

 

Payment Types Setup moved –  This panel has been moved the the Settlement Type setup.   This can be access by:

  1. Menu
  2. Setup
  3. Settlement Type Setup

 

 

This new interface will allow a user to deactivate a settlement type when no longer in use instead of deleting since there were records assigned.

The Priority controls the order in which the payment types are displayed and the User can set which payment types are available in which locations.

 

 

Boat Captain functionality added – Marinas can now track the Captain of the vessel within RezExpert.   They can assign the Captain to the reservation.   A user can also complete a search of the Captain to locate all reservations that were handled by that Caption and also search by Boat Name.  To utilize this functionality, the Captain preference would need to be enabled within  the Preferences section of the Business Setup.

 

New Grid Label options available –  The Captain Name, Vehicle Name and Vehicle Length fields in the Guest Folio can now be displayed on the grid as part of the reservation label

Please contact DigitalRez for assistance

 

Meter POS change – A user can now apply more than two decimal places in the Price per Unit section when doing a Meter sale in the POS (Point of Sale) panel.

 

 

 

 

Bug Fixes

Discount Bug – When a product is set to charge per day and the discount is a percentage based discount the discount does not get charged correctly on a new reservation. The charge is now being discounted appropriately

Guest Statistics report fix

Ticket Email label fix

Report Policy fix

Daily Inventory load issue fix

Check In duplicate report Fix

Daily Occupant Count report fix

Rez List Long Term report – Charge to Date fix

Closed Down To The Minute inventory Fix

Analytics Display fix

Alt confirmation Export fix

 

 

 

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 Bulletin – 24th Oct 2018 – New Features and Fixes

Features

Booking Access Restriction – This panel functionality has been moved into the Rule Setup panel.  This will allow users more functionality associated with this rule.   To access :-

1) Click Menu

2) Click Admin

3) Rule Setup

Contact Support for any assistance

 

Event Setup – Restrict Online Access has been made available to all users from within this panel even if they are not utilizing the membership module.

 

Reservation Revenue Breakout by Tax report displays no GL Code next to the product, when the product has a GL#1 and GL#2 assigned.

 

Account Manager – We want to add a link and a dialog that will load up a Statement History dialog so they can generate a report at the click of a link. The link/dialog is only available for AR & AR – Res at the operation level or the AR Payable & AR Res Payable at the business level. (Online Booking Fees Payable Statement).

 

Analytics – Different analytic panels for different ways of viewing analytics have been added

Panels:-

1.Rate Group

2. Source (console, resort web, etc)

3. Location ie. city, state/prov, country, zip/postal

4. Promo Code

5. Marketing Type

These analytics panels will provide the detail and Pace reporting functionality in their sub-sections

 

Security Group Setup –

a) Add new Permission layer for extra permission handling.

b) Add copy from when adding a new security group.

c) Restructure panel to group each category in tabs to utilize the space better.

d) Added editable properties where certain security groups\permissions can be edited and some cannot.

 

Theme Setup – Add signature image upload option.  This signature image is only applied to specific report in the system.

 

Shift4 Timeout – A timeout has been applied to the Shift 4 payment form.  If a user/customer is in this area for 15 minutes or more, they will be redirected to a failed message.  This is to make sure that payments are not being applied after a reservation has already been adjusted.

 

Client Search Dialog – When adding or editing a client a user will no longer be redirected to the Client Editor panel but a dialog pop up will appear to provide the user with the same functionality.   The Client Editor panel can still be utilized if opened manually.  This process is to speed up client handling processing without having to redirect users away from where they are.

 

Disable Auto Select Client flag – This flag has been added to the Client Search panel to allow the user to select a client without automatically selecting when that is the only result.

 

 

New Report: Accounts Receivable – arpaymentreceipt filename: arpaymentreceipt.lyo added to system reports and assigned to account manager print mode.

 

New Report: Accounts Receivable – arinvoicedetail filename: arinvoicedetail.lyo added to system reports and assigned to account manager print mode.

 

New Report: Accounts Receivable – Billing Invoice filename: arbillinginvoice.lyo added to system reports and assigned to account manager print mode.

 

Membership log – A log of what membership a reservation was created under will now be provided in the Guest Folio History of a reservation.

 

Account Manager – Addition of account description field.

 

Grid Hover – When hovering over a reservation, the Check-In/Check-Out date will be displayed in that situation instead of Date.

 

NEW REPORT: Ticket Sale Detail – Manager report by date range – search by ticket date or Ticket purchase date (made date) and group by ticket occupant.

 

NEW REPORT: Ticket Guest List, Crew report by date range including custom client field (Question about food allergy) – search by ticket date and group by ticket occupant.

 

Online Custom Fields – Add ability for someone to be able to set a flag within the Custom Field Setup so it shows up within the online booking pages.

 

Ticket Sales -The Client PDF’s will also be displayed within the client display area in this panel.

 

Label Classification of the GL Reference in Product Setup has been applied

 

Ticket Sales – Label change from Cell Phone to Mobile.

 

Analytics – Average Length Of Stay has been added to the Detail/Pace tab in all analytics panels.

 

Zip/Postal Lookup – If the Zip/Postal is 2 characters or less, the system will no longer try to generate possibilities.  Once there 3 or more characters, the system will auto populate or list the results.

 

 

Bug Fixes

The confirmation – Group Letter is showing deposit paid when that has not occurred.

Rez Fee created on All Types. Doesn’t work on DTM Unit Types

Default Rate Group in Member Type Source Defaults not the default rate group in Ticket Sales.

Permission Fix for Property Manager for Ticket Setup.

POS Online Email Confirmation – When multiple taxes are assigned to a product the email duplicates the product incorrectly showing 2 separate totals in the ~Product_Sales~ wildcard.

Advanced Tax issue rectified

Corporate Confirmation letter…Company name is displaying as lower case when it needs to be Uppercase.

Employee Setup – When resetting someone’s password it was killing their IP Security settings.

Analytics legend is no longer duplicating Unit Type label

When refreshing Online booking interface after making a reservation, it will load the current date they made the booking under.

Selectable Time on All Payments report has been rectified

Online Commission Invoice balance forward issue has been rectified

Rates Setup – When Hotel Daily Rates is turned on DTM rates are not editable any longer.

Online POS or Ticket purchase with an AR Transfer  confirmation emails fix applied

 

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

Features

 

Guest Folio – DTM – Add the ability to change the reservation dates from within the Guest Folio.

 

Business Module – Disable Online PDF Confirmation has been changed to Disable Online Rez PDF Confirmation. This business module no longer controls the PDF’s from being displayed on the POS/Ticket confirmation page.

 

Content Setup – A code field has been added to the content setup so it can be used in various areas to specify what content is displayed.

 

Ticket Occupants – Ticket Occupants Character limit increased to 30 characters

 

Client Editor – The Client Editor panel has been added to the Client Task/Note List page.

 

Product Setup – The ability to setup GL Numbers from within the product setup area is now available

 

New Preferences

–   Grid – Basic Hover – has been added to the Preferences tab of the Business Setup. When this is turned on the hover event on the grid will revert to using the built in html “title” and no longer display the date on hover of the grid.

–   Product Setup – Force GL Number – This will force a user to enter a GL number when creating a new product.

 

 

 

Client Relationships – A new module has been added that will allow client relationships to show up in the Client Search when searching for a client.  The other client will be in blue text color.

N.B Contact DigitalRez regarding this functionality

 

Page View – The Home Link is now available on the Dashboard page

 

Online DTM – The Unit Long Name will be displayed instead of the Unit Label in the DTM online interfaces

 

Bug Fixes

Booking tickets online no longer require the State being entered twice in certain situations

Proper unit selection when Owner has multiple accounts for the Owner Statement Of Earnings report

URL Export now displays even if you have only Online DTM Bookings enabled in Online Settings tab.

Online Ticket Interface – no longer displays Vehicle 0 – 0  on Invoice for a ticket that is not vehicle-related.

Ticket Search Panel – Sold Date search option are now displaying Online Tickets

Deposit Activity report fix

DTM day overlap fix applied

Mobile Shopping Cart payment issue fixed

Online interface Cancellation Report fixed

Guest Statistics report date range fixed

The analytics panel only showing 12 days when drilled down on a month is fixed

DTM Unit Availability. Units that are occupied no longer being displayed in the available units list

Product Group Setup – A user can no longer create a product group with the same name as a system group

Payment Gateway Manager – Terminal Audit button no longer shows if not applicable to buiness

Rez Quote unit assigned bug fixed

Rez Quote – DTM – When highlighting on the DTM grid and clicking Submit to load up the Rez Quote dialog, when the dialog loads the Unit is now displaying

Rule Setup – Restrict past years in the calendar to only show last 5 years.

Message to stop operators creating a blank Custom Field

 

 

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

 

 

Booking Quote for DTM reservations – Users now have the ability to add DTM reservations to the booking process from the Booking Quote on the grid.

 

DTM online booking – The online booking interface for Down To The Minutes reservations are now available –

 

Link Units- Users now have the ability to link Down to the Minute units will full day units.  This will block the corresponding unit when a reservation/Pencil In is created.

 

-URL Export – A new tab has been added to the URL export which contains the base URL’s. One for regular bookings and one for Down to the Minute bookings if turned on.

 

New Date selection Calendar – A new calendar has been added to the bottom of the Availability Grid.  This will allow users to go to a specific date for the leftmost of the grid.

Note:  The submit button to the top right of the grid for Down To The Minute reservations will no longer jump to a specific date but will open the Booking Quote.

 

New Date Hover- When hovering over the units on the grid, a label of the unit and date will be provided to provide easier functionality with reservation handling.

 

Booking Quote – The way reservations are added to the quote. Intead of the +\- , a free form numeric field hhas been added to allow easy entry.

 

Create AR account – The ability to create AR account for a client from within the Client Editor is now available

 

Unit Closed Dates – Within the Unit Setup, users can now add and manage multiple closed dates for Units.

 

Language Module- This gives businesses the flexibility to change any terms within the online booking pages to whatever they want. Any term not coded will need to be added but the infrastructure will be there.

Contact DigitalRez for more information

 

View Setup  – This has been restricted to only allow a down to the minute unit to be assigned to only 1 view. This is because we need the intervals to be set.

 

-Add deposit_due wildcard to RezRobot Request Submitted

 

-Add “Privacy Policy” link in the footer of RezExpert. This needs to link to our current privacy policy located here: https://www.iubenda.com/privacy-policy/90543134/full-legal

 

Add DTM Terms & Conditions policy content and wild card so it can be utilized in the existing confirmation reports or email.

 

-Account Manager – Account Editor Tab – Change Start Date & End Date to use a different calendar option to provide access to the << T >> functionality.

 

 

Bug Fixes

-Registered and Upcoming report no longer broken when unit types have single quotes or any other special characters in the label.

-Guest Folio – Modification notice on a group will only appear if working on the same reservation in a group

-Owner Statement Of Earnings report isn’t populating the owner-occupied value correctly and days during Range value when maintenance pencil in is added.

-Availability Status Report:  DTM unit types are not displayed in the report, or any regular unit that has a Unit Link to a DTM unit

-Availability Listing – By Date Range report: Do not display DTTM unit types in report, or any regular unit that has a Unit Link to a DTM unit

 

-Billing Policy Setup panel: When creating a new billing policy, the displaying Invoice Label is not the label for the Billing Policy Type.

-Guest Folio – Cancellation Dialog – When loading reservation cancellation dialog the reservation is refreshed to prevent the modification time issue when someone enters comments within the Guest Folio.  Add Comments hyperlink has been removed to prevent the modification time issue.

 

-Column Headings on the Postal/Zip Charges export

-Guest Folio – Tasks/Notes link within the Guest Folio are now showing for businesses.

New Reports

-Promo Code Report

-Promo Code Report By Unit Type

-Promo Code Report by Rate Group

 

 

 

 

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

DigitalRez Announces Launch Of Condo And Strata Websites

DigitalRez, a company with offices in Canada, Austalia and Barbados, that develops digital reservation systems for the hospitality industry, has announced the launch of new RezExpert websites for niche industries, specifically condos and stratas. In addition, they will soon launch other niches, which are for campgrounds, RVs with mining, B&B, marinas, and more. For condos, the website can be found at https://condo.rezexpert.com/.

According to Kevin Hall from DigitalRez: “We are a company dedicated to customer service in the development, provision and servicing of the business technology requirements for the condo property industry. With the RezExpert software specifically designed to be fully integrated, easy to use and extremely reliable, we can cater to condo institutions and businesses of all types and sizes. We encourage you to learn more about our various solutions.”

The new condo website includes a range of features and modules. Specifically, it comes with CRM features, online HOA access, unique accounts, a branded app, credit card processing, automated emails, access control, reputation management, and a housekeeping module. It also includes central management, data mining, a document management system, multiple condos listed on a single database, batch printing, rental management, membership management, a maintenance module, dynamic reporting, automated billing, IP security, and owner rental and inventory management.

Meanwhile, the strata industry can also enjoy very similar features, as shown on https://strata.rezexpert.com/. Kevin Hall explains that these features have been made possible thanks to the proprietary DigitalRez ‘grid’. He explains: “RezExpert is the most advanced Java based property management system in the world. Utilizing a powerful, easy to use grid interface that replicates the familiar calendar. The grid can switch between properties with numbers in each cell representing inventory. Easily switch to the individual unit view for listing by each unit within the property. RezExpert also provides right click functionality for shortcut access for speeding up property management access.”

People are encouraged to review the different RezExpert websites for further information. New websites for other niche industries will soon be launched. Also, a live demo of the system can be arranged on request and people are encouraged to take advantage of that opportunity to see what it is all about.

https://www.pressadvantage.com/story/21173

DigitalRez, a business that creates digital reservation systems for the hospitality industry with offices around the globe, has launched new RezExpert websites targeted at individual hospitality verticals. The new RezExpert reservation and property management software can do many things for different verticals, particularly the strata, condo, RV, campground, and hotel industries. Details for RezExpert for hotels can be accessed at https://hotel.rezexpert.com/.

Kevin Hall from DigitalRez says: “DigitalRez is a company dedicated to customer service in the development, provision and servicing of the business technology requirements for the hospitality industry. With the RezExpert software solutions specifically designed to be fully integrated, easy to use and extremely reliable, we can cater to hospitality institutions and businesses of all types and sizes.”

One of the industries that the RezExpert software focuses on in particular are the campgrounds. The campground management system allows campgrounds to digitally manage their meters, online reservations, and mapping. The system also includes a branded app, credit card processing, automated emails, a point of sale (POS), and reputation management. The modules for the campground system include housekeeping, central management, CRM features, periodic billing, managing multiple resorts from a central database, batch printing, membership management, a maintenance module, dynamic reporting, automated billing, and IP security. To understand the system and receive a free live demo, interested parties may want to visit https://campground.rezexpert.com/.

Meanwhile, the new RezExpert website created for RV resorts also offers a variety of important tools for the said industry. They include many of the same features as the campground system, as the two verticals are quite closely related, but the one for RV resorts also includes an events module. Kevin Hall explains: “RezExpert is one of the most advanced Java based property management systems for the hospitality industry. It offers a powerful, easy to use grid interface that replicates the familiar calendar. The grid can switch between properties with numbers in each cell representing inventory. The user can easily switch to the individual unit view for listing by each unit within the property.” The website for RV resorts can be viewed at https://rvresort.rezexpert.com/.

Those interested may want to contact Rez Expert as soon as possible for further information on how the system can assist their particular reservation vertical.

https://www.pressadvantage.com/story/21149

RezExpert – The Account Management Booklet

 

 

This booklet contains information on the RezExpert Account Management Module. Click here to view the booklet.

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