--- Legend Release Notes ---

Date prepared: Prepared by: Release No: Application Name:

19/09/2013 James Watling 10.9.9 Service Pack 20 Legend Suite

10.9.9 Service Pack 20 R EPORTS

RM#4360//TM#103105 Invoice display improvements in the web transaction detail report Issue: When invoices were paid online, their display within the web transaction detail report could sometimes lead them to be confused with the membership fee payments. Solution: The invoice payments will now be shown with the main and sub category as Invoice, and the inventory description and number will be the invoice number which has been paid. RM#4368//TM#104286 - Voided items show net and tax within the transaction detail Issue: Transactions that had been voided, would display the VAT that should have been charged had the transaction been performed. This was due to the total being set to 0 and the net figure was also affected. Solution: Voided items will now show a NET and VAT value of 0. TM#104458 - Transaction detail columns are shuffled on adding additional columns Issue: When adding customizable columns to the transaction detail report, the data may not be under the correct column. Solution: Changes have been made to allow the data to be under the correct column, as long as the columns are added in the order they are listed in the available columns list. RM#4414//TM#105724 DD Reconciliation reports a blank name if one of the name of title fields is empty Issue: If the DD reconciliation reports are run and the member returned has an empty title, first name or surname then the name field will be blank in the report. Solution: The names now populate correctly if any fields for this member are missing. RM#4418//TM#106122 Patronage Summary by Member difference with course bookings Issue: When course bookings are included in the patronage summary by member report, the value will differ from the patronage summary MTD report. Solution: The values now match the Patronage Summary MTD report.

RM#4380 Payment Handler columns added to web transaction report RFC: Payment Handler Columns and Filters have been added to both the web transaction and the membership signup fees report. This is to allow users to report on Commidea, SPOGO or Card Commerce transactions. RM#4349 Shift Reports RFC: 2 New Shift Reports in the POS Folder -> Shift Information Shift Configuration: Shows the shifts configured within FOH. Shift Status: Shows the status of a shift (Opened, Closed, and Reconciled), when and by whom opened and close and reconciled. RP_CANVIEWSHIFTINFORMATIONFOLDE is the required security token to view the folder which contains these reports.. RM#4387 - Income Journal transaction location filter RFC: Income Journal report now includes a filter so that only In Club or Online and or All transactions are shown. RM#4389 Additional fields for the low usage report RFC: Change in the low usage report to include email, phone and address.

C ONTROL P ANEL
RM#4362//TM#103927 - Unable to add patronage values items with a description of more than 30 characters Issue: Unable to add patronage values to inventory items with a description of more than 30 characters. Solution: The character limit has now been increased to match the maximum inventory description value of 50 characters.

O NLINE S ERVICES
RM#4346//TM#101828 - Booking suggestions allowing bookings in inactive facilities Issue: When a user has the booking suggestions setting switched on, the suggestions on the online booking included facilities which were no longer active. The same applies for users being able to make bookings for facilities which are not available online. Solution: Inactive Facilities will no longer return booking suggestions. RM#4364//TM#104006 - Online Signups fees only being assigned to a single GL code Issue: When members were billed for signing up online, the fees were split into each process type (e.g. admin, prorate, cycle fees) and appropriate GL codes were assigned. However the payments that were then processed were all grouped together and managed against just 1 of the GL codes. Solutions: On payment the income is split and paid off individually against each of the billing lines to match the process performed FOH. RM#4366//TM#104033 Future member lapse doesnt prevent them booking courses online Issue: When a member is lapsed or due to lapse before the end of the course they are still able to book online. Solution: This has now ben prevented. RM#4356//TM#99280 Unable to cancel online adhoc when booked via FOH with pay later Issue: Members were unable to cancel sports hall bookings online when the booking was made within front of house and the members were billed to pay later. Solution: Members will now be able to cancel these bookings online. RM#4416//TM#103592 Alternative email confirmation for non account holders RFC: Configurable option has been added within CMS Send email to DD member without DD details on signup to allow an additional email to be sent for Non Account holders.

M EMBERSHIP M ANAGEMENT
RM#4355//TM#102373 Marketing Source within MM becomes inactive if any inactive date is set Issue: Marketing Source within MM becomes inactive if any inactive date is set. Solution: The Inactive date will now work as expected. RM#4382 - Some of the merge fields were missing from MM wizards Issue: Some of the merge fields were missing from the wizards, preventing you from editing documents and including said fields. Solution: A number of fields have now been added and are available to merge. A full copy of the merge fields can be found on the legend releases website.

S ALES
RM#4409//TM#102743 Sales not sorting users by name Issue: Within dropdown selections in sales users werent sorted by name. Solution: The usernames are now sorted alphabetically by name

F RONT O F H OUSE
RM#4441//TM# 106572 Incorrect Tax with Book Now, Pay Later and Discounts Issue: When the Book Now Pay Later option was selected when the member is entitled to discounts the tax always correctly calculated Solution: This has been rectified.