Update Bulletin Archives

Click Images for Larger View

 

 

 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

Message from The Executive

 

Message from The Executive

Here’s wishing for a busy year ahead to all our RezExpert Partners from DigitalRez. We hope that 2017 will be a fantastic year for all of you.

As usual we have been busy at work, constantly enhancing and upgrading RezExpert. We are proud to announce some brand new modules that every business should be looking to include into their arsenal of services to enhance customer experience, track feedback and save money along the way. These two new modules are:

Review Management

Automatically keep track of client reviews as they happen. Don’t wait until you see a bad review or comment on a social media site. Allow your guest to review a cabin, room site or any area of your resort right from their phone while they are having that experience.

Get instantly alerted when a bad review has been left so you can deal with it immediately and turn it into great customer service even. Track every review and focus on improving those bad areas and highlight the good ones. Every business needs a review management like this… It’s so good we use it ourselves.

We forgot to mention it also has an awesome automated marketing feature to make sure your guests see all those great reviews and alerts you when a bad review is left on a third party website.

For more information call 1800 811 5988.

———————————————————–

Preventative Maintenance Scheduling and Tracking

Many resorts and campgrounds lack an inexpensive customizable resource maintenance system. Scheduling and keeping track of maintenance of machinery, equipment and areas such as pools and playgrounds will help preserve the life of equipment but more importantly help in any litigation if accidents do occur due to faulty or ill maintained equipment or areas on your property.

Being able to show a detailed real time historical record of maintenance tasks performed demonstrates due diligence and the fact that health and safety is a very important part of your business for both guests and employees.

——————————————————

Other modules in development are listed below. These modules will be very robust and deal with many areas businesses would like to address but find it difficult to implement because of the multitude of solutions needed to achieve the required functionality.

==============================================================================

Enhanced Online Booking Interfaces

 

We already have four online booking interfaces to choose from but we will be adding at least one more and upgrading some we already have. These updates will make some of these interfaces more mobile friendly but we must be mindful of those more complex businesses that require more feature rich interfaces due to the complexities of their business (length sensitive, track multiple vehicles, special membership features etc.). This is slated to be finished by the end of April 2017.

——————————————–

Mobile Check in/out – Mobile App

This is a much requested feature that will allow any guest to check in remotely without the need to go to your front desk. Not suitable for all businesses but a welcome addition for many. Guests will have a unique login where they can check in. They will also be able to pay for their stay, add extra goods and services to their stay that you define, view all of their future and historical bookings and even communicate directly with the resort.

All of this will be available through a customized branded app of your resort that the client can download to their phone or mobile device. One more unique feature of this branded app will be the ability to send unlimited free notifications directly to your guest…. Much better than email or text with a 100% delivery rate.

This is expected to be available by the end of May 2017

—————————–

Ticketing, Day Pass and Tour Management

This new module represents the significant development time that we have committed to. Not only will it enhance RezExpert for many of our users but will also open RezExpert to many more businesses moving forward. Ticketing has many guises and is a complex module to develop for the many areas that it covers. The RezExpert ticketing module will cover most if not all eventualities and will also have an embedded manifest feature to make sure all areas of a tour are tracked and not overbooked, including pickup and drop off and pre/post tour.

This is scheduled to be complete by the end of May 2017.

 

Update Bulletin – Jan 25th 2017 New Features and Fixes! Read

Click Images for Larger View

 

 

1)  Deposit Liability Export – The ability to retrieve the check in date from the Deposit Liability area of the Account Review / Aging panel is now available.   Users would be able to export the data from the panel.

The Contact client name will now be able to sorted from within the export

 

 

 

 

2) Confirmation Report Change – Once a client has entered a vehicle licence plate, this information will be appended onto the vehicle type on the Confirmation Letter report.

 

 

 

 

3)  Accrual Business Reservation Handling: Since accrual businesses are applied on a daily basis through Night Audit, when a reservation is checked in, the Rate Group, Discount and Recalc button will be disabled.    This will prohibit the reservation from being recalculated as accrual business night charges are locked in place as they go through Night Audit.

Note:  Accrual reservations upcoming nightly charges can be easily edited if necessary by clicking View next to the reservation invoice, then click Review and edit the charges in bulk or individually

 

 

 

4)  Restrict Reservations for Suspended (Membership module only) –   By assigning a client’s membership status to suspended, that user will not be able to make any new reservations online.   A notification when making making a reservation on the console will also be provided to notify of client status.

 

 

 

 

5)  Reservation Manager panel export – The Is_Comment Field has been hidden in the export of the Reservation Manager panel

 

 

Report Fix:  The Online Booking Pages:PDF confirmation report is now only showing the unit number in the report when the preference “Reservation Services Page – Display Unit Number” is enabled.

Bug Fix – A more user friendly message is now being displayed when a pencil-in fails to create.

Bug Fix: RSS Feed has been fixed

Bug Fix: Users no longer are allowed to extend/create reservations/pencil ins in such a way that they cross over into a closed date range

Bug Fix: Closed unit blocked color is not starting from the unit closed date as compared to the next day

Bug Fix:  Reservations associated with a group are now being listed in the Reservation History of a client from the Client Editor panel

Bug Fix:  The Till Tape has been adjusted to make sure the full reservation number and confirmation number are fully visible

Bug Fix: The system is allowing secondary clients to be removed.

Bug Fix:  Decommissioned units will automatically be removed from the map

Bug Fix:  A unit will not be allowed to be decommissioned if there is an existing or upcoming reservation/pencil in on that unit

Bug Fix:  Users are no longer able to move a product from a system reserved product to a custom product

 

 

 

 

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

Merry Christmas

xmastimes5

Click Images for Larger View

 

1) Client Search – New additions have been added to the Client Search box.

 

–  Warning List Filter – The Warning List drop down will allow users to filter clients in the search based on if they are in the warning list or not.  By selecting “Yes” and clicking search without any additional criteria, the system will provide all clients that are on the Warning List.

NOTE: You cannot search with the warning list set to “No” without an additional set of criteria.

 

warning_list_filter

 

 

Membership Status Filter – For Businesses that have memberships enabled, the member status search option has been added to the Client Search to filter clients based on membership status.

Note: Additional criteria must be entered when using the filter.

new_search_screen

 

 

2) POS Export Button – A new Add Export button has been added to the Point of Sale Activity panel.

pos_activity_export

 

 

 

3)  New Wildcards available– A Guest Mobile Phone, Promo Code, Company Name, and Rate Group Wildcards have been added for emails and custom reports.

 

 

4)  Type Revenue & Occupancy Panel – The export has been updated and will now contain the Occupancy percentage, ADR and Rev PAR values

type_rev_and_occ_export

 

 

5)  Guest Folio Warning-  If the business level preference called “Display Warning When Edit Clicked In Guest Folio” is turned on, a warning will display to verify if the user wishes to proceed. This was implemented to limit operators from changing client’s details through this method without realizing it is changing the client on all reservations for that client.

 

edit_client_preference

 

 

edit_client_reminder

 

 

6)  Online Comments Preference – Users can now set the preference for where the notification of the token and credit card being stored will be applied to, whether in the comments of the reservation or in the History Tab in the Guest Folio. This preference is found within the Online Settings tab called “Online Payment Comments Entered Into Rez Changes Instead Of Rez Comments”.

online_comments_pref

 

online-payment-comments-rez

 

 

7)  Non Cutoff Payments – The ability to filter payments which have not been cut off is now avaialable.  This will make it easy for users to quickly audit which payments are still due to be dealt with through the cutoff process. This is available within the payment Audit panel.

Note:  The Date range does not apply to this preference when activated.

non_cut_off_payments

 

 

8)  Group Statement Balance Forward – The group statement report will now be based on the balance forward preference in the business setup.

statement_balance_pref

 

 

 

 

9)  Discountable Auto Products – Once the discount flag is enabled for these products from within the product setup and a discount is applied to the reservation, these products will also be discounted.

 

 

10) Tax Number on Reports – The tax number is now being added to the HTML confirmation reports once a tax number has been assigned.

 

 

11) Member Notification –   For Businesses that have memberships enabled, when attempting to create a booking for a client/member with a membership set as inactive/suspended, a rule failure will be returned to the interface.

inactive_client_message

 

Report Fix: Group Package Summary security deposit fix

Report Fix: Html Departure report close date fix

Report Fix: Removed extra page border on check in detail report

Report Fix: Payment detail (report) button Rollup Payment

Report Fix: Statement balance forward fix

Report Fix: Marketing TypesSome have line totals and no subtotals and then visa versa for others.

Bug Fix: Length Sensitive reservations on rate groups that were not default fix

Bug Fix: Client membership handling fix when client rate group is same as default

Bug Fix: Map interface Online Unit Descriptions fix

Bug Fix: The Marketing Types Pie Chart has been cleaned up. The drilldown is functional and the print menu is visible again.

Bug Fix: Improved process for vehicle handling

Bug Fix: custom (single reservation) report fix

Bug Fix: Html tags removed from Notes/Tasks

Bug Fix: No submit required when switching between reservations in a group booking. We now ensure that changes are returned to interface for Custom Alerts, and Vehicle Details

Bug Fix: Load default client vehicle into guest folio if exists, when business has only one vehicle type configured fix

Bug Fix: Rez Employee and Client comments dialog should allow for users to highlight and copy historic content now.

Bug Fix – Marketing Opt-In Export date Fix

Bug Fix – Travel Agent group reservation fix

Big Fix: Edit Charge comments displaying undefined fix

Bug Fix: Wholesaler Reservation handling 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 10-26-16 – New Features and Fixes – New!

Click Images for Larger View

Vehicle Detail Handling –  The process of saving vehicle information has now been adjusted.  When making a reservation, when vehicle information is applied to the Rez Vehicle Information directly, this saves the vehicle information to the reservation only.  To save this vehicle information to the client, click the 3 dot button and click Add.   Once the desired Vehicle information is selected, then click Assign to Rez to apply to reservation.

When only one unit is available on a client, the vehicle information will still automatically populate on the reservation.

 

vehicle_details

 

 

Email Confirmation Breakout – The email template for online and console reservations are now being broken out. Users can now individually configure what details the customer would see when they complete a reservation online or when an email is sent through the console. Original content from reservation confirmation has been duplicated in both, thus customers would not see any differences unless this template is edited.

 

email_confirmation_templates

 

Arrival Time update – When you check in a reservation the Arrival Time in the Guest Folio is updated to the exact time that the client is checked-in. This allows security gates cards to have the correct time to be valid and will also keep a visual record of the exact time any client was checked in.

check-in-time

 

Revenue & Occupancy panel- The date range restriction for the Unit Type Revenue & Occupancy and Unit Revenue and Occupancy panel has been changed from 93 days to 366 days.

 

date_range_restriction

 

Security Gates – Add Pin/Card Dialog – When loading this dialog from the System Card perspective there is now a date range/time that can be set to show when the card is valid between.

 

security_gates_-_new_field

 

Security Gates – Add Pin/Card Dialog – Added the “Assigned To” column to the table that shows the lists of cards for a reservation and/or system.  Security Gates Maintenance Panel – Sorting has been added to all of the columns

security_gates_-assigned-to

 

 

New Report-  Departure Report With Bonds – By Client Name has been created. List of security deposit products is used to build report columns dynamically.  It currently handles up to four(4) security deposit products.

 

departure_report_with_bonds

 

 

New Export Column –  The made date column has been added to the export from the Arrivals/Departures.  With the create_time of reservation without hours minutes seconds.

 

Quote / Waiting List Search Dialog – Added 2 additional date filters – Any Part Of Rez Within & Entire Rez Within. Any Part of Rez Within filters for any reservation crosses or within the dates selected  and Entire Rez Within filters for only reservations falling withing the date range.

 

waiting-list-filters

 

Separate Auto Charge Invoices (cash businesses only) – When an auto product is applied to a reservation, the charge is now placed on a separate invoice.  This will make it easier when a user needs to reverse that specific charge  for Cashed based businesses are now put within their own invoice.

 

auto_charge_-_separate_invoice

 

 

Separate Rez Fee Invoice – Users now have a preference called “Separate Onto Own Invoice”. This flag specifies whether or not cash based businesses will assign the fee on the reservation main invoice or it’s own invoice. This will make it easier to handle the reversal of the Rez Fee easily.

rez-fee-separate-invoice
Navigation Menu – It is now caching itself so when you load it up over and over again it will stay on the same tab and not rebuild itself. The only time it should rebuild itself is if you navigate to a different business.

 

Enhancements – Speed enhancements have been applied to the Account Review/Aging AR/Rez tab query that pulls the information there to speed it up. I also pushed this query to production.

 

Global HTML Report Change: Reports are now loading into Letter Paper Size

 

 

FIXES

Security Gates – Add Pin/Card Dialog – Changed wording from “Cancel” to “Close” on the button.

 

Type Revenue & Occupancy – When selecting a date range larger than a year there was a spelling mistake in the warning dialog. It has been changed from “Pleae” to “Please”.

 

Channels – When turning on the TXA channel the SiteMinder products are no longer available.

 

Security Gates – Add Pin/Card Dialog – Changed wording from “Label” to “Assigned To” as that is the wording used in the Security Gates Maintenance Panel where that label is displayed.

 

Bug Fix: Online pages – Display confirmation report with or without unit number is now based on Reservation Services Page – Display Unit Number preference.

 

Bug Fix: Guest_Email system label wildcard is now populated

 

Bug Fix: Correction built into area where print selector is determining whether or not to skip loading the dialog and go straight to loading a single report in the meter reading area.

 

Bug Fix: additional validation on emails being entered

 

Bug Fix: Arrivals/Departures – Product Security Deposits not being included in the Bulk Check Out.
Waiting List – After completing the process to add someone to the Waiting List it was requested that the “Print” option be hidden because there are no reports to handle this. The “Print” button is now hidden in that scenario.
Inventory Change Emails – This has been made a system preference and is currently turned off in profile now. It can be turned on/off based on the database.

 

Bug Fix: Batch print reports issues have been rectified

 

Bug Fix: Ability to email custom system label reports has been added. Testing of content from system label manager has been adjusted to load the content like a regular report. Loading from the print selector just like a regular report.

 

Bug Fix: Guest List Rez Charges Only Arr/Dep General Tab is returning charge amounts again

 

Bug Fix: Storing all unit type policy descriptions including all html formatting applied in ckeditor

 

Bug Fix: Events with Occur Type set to every year are now loading as required in future and past years.

 

Bug Fix: Accrual businesses unable to send email cancellation comments from print selector..this has been fixed.

 

Report Fix: Statement balance forward – Check to see of rez check in date is newer than balance forward date..if so, no balance forward required, set date to check in of reservation so that all charges appear in statement

 

Bug Fix: Quotes did not load properly when shopping cart was enabled

 

Bug Fix: Guest Folio – Change Charges – When modifying a charge’s discount from a discount to no discount it is not calculating taxes properly on the change charge dialog.

 

Report Fix: Group/Corp Invoice loading from link in guest folio charges/payment section for AR transfers only returning the one record now. Transaction display issue resolved is viewable in jing http://screencast.com/t/uQkYAhuhN1jQ

 

Report Bug: Discount types by check in date is now looking at transactions on reservations that checkin within date range passed into report

 

Bug Fix: Batch Printing for the duplicate check in form for Firefox users.

 

Reservation Manager – The Comments column will now highlight if comments exist.

 

Online Booking Pages –  2 Month Availability Instructions have been modified

 

Guest Folio – Credit Card on Record check – Changed to a new search mode so it only returns the last card instead of all cards a client may have. This was put in place to speed up client’s who have a significant number of tokens saved under them causing the Guest Folio to load slowly.

Bug Fix: Cancelled Vehicle Types will no longer appear in client vehicle list

 

Bug Fix: Vehicle Details, Rez Status Button disabled on checked out reservations

 

Bug Fix: Client vehicles no longer being assigned to business clients

 

Bug Fix: when a client is edited from the guest folio and goes to the client editor panel and then go back to make a rez, it is not showing that client being selected but is assigning them to the rez

 

 

 

 

 

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) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(8)  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.

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

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

 

 

Click Images for Larger View

1) Type Revenue and Occupancy Enhancement – This panel has been enhanced to with speed improvements and the 93 date range restriction has now been extended to 366 days.

 

rev_and_occ_year_range

2. Push Notification – We will now be also utilizing Push Notification to alert our users of any updates and emergency notifications. Users will need to allow these notifications on their computer to be able to receive them

push_notification

Note:  If you wish to receive the notifications on any other device, just log into the reservation system using this device and Allow the notification.   Alternatively, it can be manually added to your browser settings but adding https://rezexpert-7.pushexpert.com as an exception in your Notification exception section.

 

 

manage-exceptions

3) Billing Policies – 

a) Reservation Reminder – When a reservation is modified that has a billing policy assigned to it, a warning message is displayed to remind the user to update the billing policy if necessary.   T

billing_policy_warning

b) Setup Button Available – The Setup button to quickly jump to the assigned billing policy is now also available after the reservation has been checked out.   This will allow a user to easily update the billing policy once the reservation is completed if adjustment is required

enabled-setup

 

 

c) New Date Filters – A new date filter has been added to the Process Billing Policies and the Batch Review panels.  The default filter Create Time On or Before will display all outstanding billing policies up to the last calendar.   This will help remedy the scenario where past billing policies are not completed or some are overlooked.

batch_review_date_filter

4) License Plate Search – This search field has now be altered to search based on an alpha numeric value, thus ignoring any spaces or dashes that may have been entered on the reservation field.  This should make locating a client/reservation by this process easier

vehicle_reg_search

5) Waiting List Enhancements –

a) Confirmation Number – This has been broken out into 2 fields which is based on whether the filter is set to Waiting List or Quote, the prefix of the confirmation number is automatically entered.   When the confirmation number is entered it will automatically set to upper case and pressing enter will update the list

 

 

b) Warning List Color – If the client has a Warning List comment assigned to them, their name will be highlighted to indicate such.

conf_number

c) Comments entered when the Wating List is created will be entered into the reservation comments when that Waiting List is converted into a reservation.

d) If the Waiting List is edited, the previous comments are pre-populated as compared to before when the previous comments are lost if it is edited and recreated.

6) Enable Security Deposits – There is now a preference to enable if the business will be utilizing the security deposit capability,    This preference is located within the Business Setup.  This can be reached by going to Setup=>Business Setup=> 1. Business Info => Preferences tab.

security_deposit_preference

Once the Preference is enabled, the Security Deposit setup tab becomes available

security_deposit_setup

The Bulk Check-Out Process will also show an additional column for Security Deposit Balance

security_dep_-_bulk_check_out_

Note: A reservation with a security deposit balance can not be selected to be checked out, since that security deposit has to be settled first

POS Activity Panel Adjustment – The results will no longer auto-populate when the dates are adjusted.  This results will only be returned for the dates when the refresh button is clicked.  The is to cut-down on unwanted date ranges which could cause a long load due to large results

Select All option – An option to select all Unit Types has been added to the Events Setup

New Report Text Options – New report text options have been added for the subsequent reports –

        –   Corporate Package Report

        –   Group Package Report

       –    Group Statement Report

       –     Reservation Package Report

Refresh Button Added to Analytics Panel

Fixes

  • Reservation custom fields showing in the custom report
  • RSS feed disappering after being selected
  • Concurrent Use rule still firing even if marked as Storage
  • Removed duplicate client name from Tax Invoice
  • Auto Email Fix when dealing with clients with no email

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) Waiting List – Keep an account of customers who wanted to make a reservation but there was no availability at that instance.   This will allow users to contact the customers if inventory becomes available

(8)  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.

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

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

 Page 1 of 11  1  2  3  4  5 » ...  Last »