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RezExpert – The Account Management Booklet

 

 

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

RezExpert – The Online Reservations Booklet

 

This booklet contains information on the RezExpert Online Reservations & Rules Management Module. Click here to view the booklet.

Update Bulletin – March 27th 2018 – Fixes

 

 

New email wildcard – Rez_Charge_Subtotal. Displays a total of charges and exclusive taxes before payment

 

JetDirect V3 – Upgraded JetDirect version.

 

Shopping Cart – When inventory is lost in the middle of the process then you go to confirm the shopping cart when inventory doesn’t exist any longer. I have added logic to clear the shopping cart and when the dialog is closed it will refresh the page. I also added the same functionality to the normal reservation process.

 

SiteMinder – Added additional layers to attempt to get a country when downloading reservations.

 

 

Business Setup (Payment Express Only) Terminals for the payment gateway can be setup within the Payment Gateway tab.

 

Business Setup – RXC 10 interface UTC Minutes Offset – Separate RXC 10 dates from RXC 8 Dates.

 

Business Setup – RXC 10 Daylight Saving – I have added a “British Columbia, Canada & Sydney Australia” lookup table which contains all of the dates that go into daylight savings for those regions. If this is selected the RXC 10 time zone will be adjusted based on this. If not selected it will not do the additional adjustment. You can view all of the dates by clicking on the “…”.

 

 

Client Search Persons – Terminology has been changed from “Phone” to “Phone/Mobile”

 

Country Drop Down –  updated Country list

 

Payment Reference – The Payment Reference Number will now be appended to the Deposit or Security Deposit payment label if entered.

 

 

Bug Fix: When making a online group reservation and the business has security deposits setup that have the flag on to take the security deposit online. It does not allocate the payment correctly and in some cases it will crash attempting to pay off a reservation with too much money.

 

Bug Fix: The act of loading or canceling a pencil-in/service booking was creating an account/invoice on a pencil-in. So 2 people accessing the same pencil-in on the grid at the same time could cause that pencil-in to have 2 rez account. We are no longer creating accounts/invoices when a pencil-in is loaded or canceled so there should be no way to create 2 accounts.

 

Bug Fix: Product Group Setup – Added validation so you can no longer create 2 product groups to have the same label.

 

Bug Fix: Business Phone # is was not being displayed when someone is trying to make a cancellation request through the online booking interface

 

 

Report Bug: Error when printing the Pre-authorization report

 

Report Bug: Use invoice label on payment display on reports AUS perm statement, and most recent payment reports

 

 

 

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 – March 14th 2018 – New Reports and Fixes

Click Images for Larger View

New Report: Guest Statistics – By Unit Type – Displays a unit type guest/occupant statistics between the range selected. Sorted by By Unit Type

 

 

New Report: Guest List with Products – Arrivals By Unit Type – Displays a list of reservations containing pos products that have a checkin date between the range selected. Arrivals sorted by By Unit Type

 

 

 

 

Check In 3 Inch Receipt Addition: Client name and credit card details have been added

 

 

 

Reservation Comment Handling: New comments are being added to the beginning of the string instead of the end.   Previously they were being added to the end when an employee was adding new comments

 

 

New Security Role – The Read Only security role has been created and available.  This role will only allow users to view the system but not apply any changes.

 

 

Bug Fixes

Bug Fix –  When doing a refund through processor and it completes succesfully it is not properly setting the “Resolved” flag on the payment gateway record so it shows up in the unresolved area in the Payment Gateway Manager.

 

Bug Fix: There is an issue doing a POS of taxes. Getting an error that at least 1 charge must be done

 

Bug Fix: Reservation statement – tentative detail report is not picking up the deposit converted transactions

 

Bug Fix: A POS could be added to a reservation that is checked-out. This ability has been removed

 

Bug Fix: Date stamp has been added to comments when they are first created. IE: Online booking pages when a client enters some comments

 

Bug Fix: Payment Express – Refund Through Gateway – When the amount didn’t use up 2 decimal places such as 100.5 the process failed and they received an “INVALID_AMOUNT” error. Only amounts that were using 2 decimal places would work such as 100.55.

 

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

Status

Do you have a technical issue with RezExpert? View the status website to keep up to date with any problems or issues. Find out if it is a local issue or one that affects all users. Visit https://status.rezexpert.com/ to keep up to date.

The Ticketing Booklet

View the Ticketing booklet to see what the new Ticketing Module has to offer. Create and manage your tickets within RezExpert. Click here to read more.

Update Bulletin – 21 Feb 2018 Ticketing Module is here!

Click Images for Larger View

 

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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