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1608 Release Notes

Date Prepared:

18/11/2016

Prepared by:

Hannah Richardson & Gordon Smith

TABLE OF CONTENTS
1.

2.

Front of House ............................................................................................................................................... 2


1.1.

VSO #39205 POS Button Customisation ................................................................................................. 2

1.2.

VSO #40290 Allow refund and credit notes for sports course unenrolment ........................................... 3

Reports........................................................................................................................................................... 3
2.1.

3.

4.

5.

6.

7.

Fee Collection................................................................................................................................................. 3
3.1.

VSO #36595 Collections by Originator ID ................................................................................................ 3

3.2.

VSO #36851 AUDDIS Option not to process Pending Members ........................................................... 4

3.3.

VSO #39406 Fee Collection and Net Tax ................................................................................................. 4

Control Panel ................................................................................................................................................. 4


4.1.

VSO #39204 Rounding Applied Discounts ............................................................................................... 4

4.2.

VSO #39507 // TM #245814 Inventory Search To Include Inventory Barcode ......................................... 5

4.3.

VSO #40103 Support Multiple GL Code On POS Items ............................................................................ 5

Membership Management............................................................................................................................. 5
5.1.

VSO #39243 RENAME OF SECURITY TOKEN ............................................................................................ 5

5.2.

VSO #38683 SEPA/CPA Bank Control In Additional Services In MM ........................................................ 5

5.3.

VSO # 39356 Statement Aggregation II ................................................................................................... 5

Online Services ............................................................................................................................................... 7


6.1.

VSO #38591 Support Future Agreement Discount Online....................................................................... 7

6.2.

VSO #38569 Fixed Cancellation Fee not applying ................................................................................... 7

6.3.

VSO #39741 Accessing Statements in CMS ............................................................................................. 7

6.4.

VSO #37009 Autobook from waiting list ................................................................................................. 8

CMS................................................................................................................................................................ 8
7.1.

8.

VSO #40278 Booking Penalty Report ...................................................................................................... 3

VSO #37746 // TM #236938 CMS content forms - required fields don't work in IE/edge ....................... 8

Back Office ..................................................................................................................................................... 8

8.1.

VSO #35283 Completed task status now shown in Task view ................................................................. 8

8.2.

VSO #36530 NEW LAYOUT WITHIN BACK OFFICE ................................................................................... 9

8.3.

VSO #39761 SC attendance printout - only show sessions from today ................................................... 9

8.4.

VSO #38940 Joining from Contact Search drop down in Customer Management ................................... 9

8.5.

VSO #36673 Joining from The Edit Contact Search drop down in Customer Management ................... 10

8.6.

VSO #39574 Auto populate Reference & Status in Edit Mandate Modal in CM .................................... 10

8.7.

VSO #38207 Change Join Prospect To Join As Member .................................................................. 11

8.8.

VSO #36902 Confirmation of Signed Agreement In Customer management ........................................ 11

VSO #38595 Sports Courses quick add and enrol allows printing of agreement ............................................... 12
9.

Access Control Managment.......................................................................................................................... 12


9.1.

VSO #39609 // TM #245615 Fast Acccess Delete .................................................................................. 12

10. Sales ............................................................................................................................................................. 12


10.1.

VSO #39623 Member and Prospect Merge To Have Age Field Available........................................... 12

11. Invoicing ....................................................................................................................................................... 12


12. Bug Fixes ...................................................................................................................................................... 13

1. FRONT OF HOUSE

1.1.

VSO #39205 POS BUTTO N CUSTOMISATION

POS button groups, folders and items can now customised with regards to button and folder size (small,
medium, large), font size (small medium and large) and font style.
The default size is medium, there is currently one font available, more will be added at a later date.
To configure this you will need to go Control Panel>>POS Setup>> Club>>General

This will set all the buttons and folders to this configuration.
You can also configure buttons and folders individually going to Control Panel>>POS Setup>> Buttons>>Edit
1.2.

VSO #40290 ALLOW REFUND AND CREDI T NOTES FOR SPORTS COURSE UNENRO LMENT

There will now be options to issue a refund or credit note when un-enrolling members from sports courses
through Front of House. There are two new security tokens which will need to be enabled
SC_CAN_CREDITNOTE_AFTER_CUT_OFF which is set to on by default upon release, and
SC_CAN_REFUND_AFTER_CUT_OFF which is set to off by default upon release.

2. REPORTS
2.1.

VSO #40278 BOOKING PENALTY REPORT

Booking Penalties reports (Standard>>Booking>>Booking Penalties) now include penalties that have been paid
via Fee Collection.
Please note: These reports are aggregated they will require the overnight process to update.

3. FEE COLLECTION
3.1.

VSO #36595 COLLECTIO NS BY ORIGINATOR ID

Monthly direct debit runs can now be completed for clubs that use the same bank details regardless of region
grouping. This is configured within fee collection under Configuration>>Bank Details.

Further configuration information is available from www.legendreleases.co.uk

3.2.

VSO #36851 AUDDIS OPTION NOT TO PROCESS PENDING MEMBERS

You can now exclude pending members from the AUDDIS run, this will only effect members with the BACS code
of ON New Valid.
The setting is set under Configuration >> General Configuration >> BACS >> Exclude 0N Pending records from
AUDDIS file.

3.3.

VSO #39406 FEE COLLECTION AND NET TAX

If Net Tax is configured against your agreement cycle fee and freeze fees, this will now show in the detail view of
the collection.
A pop up showing the fee and tax being claimed will show by double clicking on a line within the collection. The
tax amount is shown for Net and Gross tax.
If you have the Collect All option enabled for the member, and the inventory item has net tax set up, this will
all so show in the detail screen.
4. CONTROL PANEL
4.1.

VSO #39204 ROUNDING APPLIED DISCOUNTS

Percentage discount types can now be set to round to the nearest amount. E.G. 25% discount rounded to the
nearest 10p. This can be set to round up which means the discount increases, round down which means the
discount decreases, or round to the nearest pence.
Rounding will not occur if the discount is configured to round to 0.01 and the setting will be disabled. The
discounted price will be charged without rounding.

This is configured by going to Control Panel >> Data >> Inventory/POS >> Configure Discount Types >>Discount
Type>> Discount Setup

4.2.

VSO #39507 // TM #245814 INVENTORY SEARC H TO INCLUDE INVENTO RY BARCODE

In Inventory Management it is now possible to search for an inventory item using its barcode, by typing the
barcode in the search field.
This feature is also applied within Bulk Add Prices, Bulk Add Discounts, and Bulk Change Inventory Details.
4.3.

VSO #40103 SUPPORT M ULTIPLE GL CODE ON POS ITEMS

You can now assign multiple GL codes to inventory items. The inventory must be configured as a POS item type
and have a default GL code. They are configured in the way of the standard GL codes, Control Panel >> Inventory
Management >> Inventory >> General.
5. MEMBERSHIP MANAGEMENT
5.1.

VSO #39243 RENAME OF SECURITY TOKEN

The security token that controlled access the Comms Tab in Membership Management has now been renamed
to MM_COMMS_MNU instead of MM_UTILITIES_MNU for clarity when assigning tokens.
5.2.

VSO #38683 SEPA/CPA BANK CONTROL IN ADDITIONAL SERVICES IN M M

Additional Services now supports SEPA and CPA collections.


5.3.

VSO # 39356 STATEMENT AGGREGATION II

The new version of statements now supports the items as below, please note the new version of statements will
need to be enabled first. If you wish to have this enabled please log a Support Ticket via
www.legendware.co.uk/support
Issuing of Credit Notes
The date it was issued
The amount issued
What the credit note was used for
The Writing Off of Credit Notes
Date written off
Amount written off
What the credit note was originally for
Credit note reasons and removal reasons can be configured in Control Panel >> Data >> Credit note reasons\
Credit note removal reasons
Credit Note Expiry
Credit Notes now expire with the overnight process on the date chosen.
The expiry date is configured Control Panel>>Data>>Credit Note Reasons>>Default Validity Period (M). This can
be manually changed if required.
Contact Group Statements
If the member is an administrator or a member of a contact group, it is now possible to produce a statement for
all members of that group.
To produce the contact group statement MM>>Accounts>>Statement>>Contact Group
Select the contact group you wish to make a statement for then click Get Statement
Statement Merging
You can now produce a statement for multiple debtor charges e.g. booking, POS items, and courses etc. To
produce this MM>>Accounts>>Statement>>All
Select the debtor charges you would like (There is no need to hold shift when selecting lines) and click Details.
You will be presented with a screen that will show you the lines you have selected.

When you are happy click Merge. Legend will open Microsoft Word and display the requested statement.
6. ONLINE SERVICES
6.1.

VSO #38591 SUPPORT FUTURE AGREEMENT DI SCOUNT O NLINE

When Check future agreement validity is turned on, members will now receive discount for bookings when it
falls within the dates of their new agreement.
Check future agreement validity can be found in Control Panel >> Global Settings >> Bookings.
6.2.

VSO #38569 FIXED CANCELLATION FEE NOT APPLYING

The issue regarding fixed cancellation fees not being pulled through to the Online Services has now been
resolved. They are configured through Control Panel >> Club Settings >> Select your club >> Bookings tab
>>Fixed Booking Cancellation Fee and Resource Details >> Misc tab.
6.3.

VSO #39741 ACCESSING STATEMENTS IN CMS

My Bills & Payments will now include the customers full statement within Legend. This can be fully accessed
and printed for tax/accounting purposes.

6.4.

VSO #37009 AUTOBOOK FROM WAITING LIST

You can now set your waiting list type as Autobook. When a space within a full class becomes available,
members will be automatically moved from the waiting list into the booking. They will be placed into the class in
the order that they were added to the waiting list and receive a confirmation email (not configurable in CMS).
This will need to be enabled under Global > Bookings > Waiting list type > Auto book first from list or per
resource (Bookings > Misc > Waiting list type) and within CMS for online use.
7. CMS
7.1.

VSO #37746 // TM #236938 CMS CONTENT FORMS - REQUIRED FIELDS DON'T WORK IN
IE/EDGE

Previously there was an issue with required fields set within CMS working within certain browsers. This has now
been corrected and is supported within those browsers.

8. BACK OFFICE
8.1.

VSO #35283 COMPLETED TASK STATUS NOW SHOWN IN TASK VIEW

When a task has been set to Complete this will be shown within Task View so its clear which tasks have
been completed and which are left to be done.

8.2.

VSO #36530 NEW LAYOUT WITHIN BACK OFFICE

Within the Event Management section of back office the menu options will be displayed in a dropdown rather
than on the left hand side.

Also shortcut for creating LEMS bookings, which can be accessed from any page if you have access to LEMS and
will redirect to "New Booking" page.

8.3.

VSO #39761 SC ATTENDANCE PRINTO UT - ONLY SHOW SESSIONS FRO M TODAY

The attendance printouts from sports courses will now only show members on the next 10 sessions, starting
from today.
8.4.

VSO #38940 JOINING FROM CONTACT SEARCH DROP DOWN IN CUSTO MER
MANAGEMENT

You can join new members from Contact Search within Customer Management. When the contact is displayed,
select Actions >> Join as Member.

8.5.

VSO #36673 JOINING FROM THE EDIT CONTACT SEARC H DROP DOWN IN CUSTOMER
MANAGEMENT

At the contact view page in Customer Management, you can join the prospect as a member. Select the drop
down arrow next to the Edit Contact button on the right hand side of the page.

8.6.

VSO #39574 AUTO POPULATE REFERENCE & STATUS IN EDI T MANDATE MODAL IN CM

Customer Management will now auto populate the BACS reference and status via the edit mandate field on the
member summary page.

8.7.

VSO #38207 CHANGE JOIN PROSPECT TO JOIN AS MEMBER

In Customer Management Join Prospect has been changed to Join As Member.

8.8.

VSO #36902 CONFIRMATION OF SIGNED AGREEM ENT IN CUSTOMER M ANAGEMENT

When joining a member in Customer Management a pop up will appear asking if the customer has signed their
agreement.

The contract signed date reflects the date this tick box was completed.

If you do not tick the check box you are able to mark the contract as signed by clicking the Edit link on the
Customer Detail page. Please note: CM_UPDATE_AGREEMENT_SIGN_STATUS token is required to do this.

A pop up screen will show, tick the check box and click save.

VSO #38595 SPORTS CO URSES QUICK ADD AND ENROL ALLOWS PRINTI NG OF AGREEMENT
You'll now be able to print the agreement summary for members that have been enrolled onto Sports Course via
the quick add and enrol option. Agreement contracts can be added per club/location in Back Office >>
Configuration >> Customer management >> Document templates

9. ACCESS CONTROL MANAG MENT


9.1.

VSO #39609 // TM #245615 FAST ACCCESS DELETE

To delete a fast track allocation, select the fast track terminal in the list on the left hand side, select the fast
track item you wish to delete and click Delete FastAccess Allocation in the bottom right of the screen.

10. SALES
10.1. VSO #39623 MEMBER AND PROSPECT MERGE TO HAVE AGE FIELD AVAILABLE
When merging a document add the Age field which will add the members age in years to the document. If the
member does not have their DOB in MM, the age will be returned as zero.
11. INVOICING

The enhanced statement functionality can only be accessed if Word templates for have been enabled
for Invoice Management. This configuration setting along with 3 the new settings that control the
enhances statement functionality can be enabled by a member of the Legend Support team.

Enhanced customer statements can now be produced from the Invoice Management application for a
user defined time period and can now display the original description used on the invoice and can
include invoices with a status of Paid. With the new functionality enabled the user can navigate to the
Invoice Customer details page and click the "Statement" navigation link and will see a new page where
the desired date range can be selected and the statement printed. The same date range option is also
available when using the "Email Statement" link from the Invoice Customer page.
To include the invoice description on the Word type customer statement template a new merge token
%description% should be used in the desired location.
In addition the Invoicing Scheduler application can now produce customer statements for a user
defined number of days in addition to the existing options of daily, weekly and monthly. For example
every 30 days. To enable this functionality please contact the Legend support team.

12. BUG FIXES

VSO #36670 STATUS shows the wrong information in Customer Management Duplicates Detected
VSO #38983 // TM #244210 Rounding amounts breaks statements when multi tender types are used.
VSO #39206 UFC -> Change the data type from date to bit and check the report.
VSO #39496 Online New Members Using multi-month promotions process incorrectly.
VSO #39497 Multi-Month promotions and freezes process incorrectly in Fee Collection.
VSO #39498 Promotion NextChargeDate does not respect changes in Agreement NextBillDate.
VSO #39553 No option to add to waiting list when not logged in
VSO #39687 Check out days for bookings are day early (LEMS)
VSO #40035 DD Collection amounts in Fee Collection raises the new billing item as the original run user.
VSO #40237 Disabled Data Protection Items show in MM

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