MosoMRM 2.1


				

SYSTEM ADMINISTRATORS...remember to log out, CLEAR CACHE, then log back in to your MosoMRM system!

This is especially important if you have the Permanent Log-In option selected on any POS or Check-In Workstations!!!


Contents

Overview

(Release Date: 9/3/2014)

MosoMRM 2.1 includes several icon_new.gif features:


This release also includes several Report and Billing updates, Family Add-On changes, Corporate Agreement Location Restrictions, and Activity Management updates.

Active Barcode Restrictions

The Maximum Number or Active Cards field has been added to the Member Configuration to set a limit on the number of active barcodes (Cards) a Member can have on their profile.

Activity Management

The History tab now includes the ability to reinstate a redeemed or expired activity, along with being able to extend an expiration date. The Redemptions Tab has a new organizing option and redemption method.

In the Redemptions tab:

  • Activities are now grouped by the Activity Name
    • If you have multiple purchases of the same activity, that will be noted in the record ("multiple") and include a version of an expand/collapse arrow. Expanding the record displays a list of the purchases Activities with the expiration date and number or units remaining.
  • Activities are now redeemed in order of their Expiration Date.

The Expiration Date (read-only) along with the Edit Expiration button have been added to the Activity Details section (right). Click that button to display the Edit Expiration Date pop-up window, which displays the pertinent details of the Activity along with the New Expiration Date field where you can enter or select a new date.

In the History Tab, the Reinstate Expired (left section, lower left) and Reinstate Redeemed (lower left, right section) buttons have been added. Select the record in the details list and the applicable button will be activated. Click the button to display the Reinstate pop-up window, which displays similar details along with the Reason drop-down list. You MUST select a Reinstatement Reason, along with any Comments if required by the configuration of that reason, to reinstate the Activity.

You can reinstate and extend the Expiration Date of multiple units at a time if necessary.

Agreement Renewals

There are new Bundle settings and specific conditions required for renewing a fixed term Agreement (Remember...only Paid-In-Full and Installment Agreements can be renewed!)

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For an Agreement to be renewed, three (3) configuration conditions are required.

  1. Agreement Rules - This is where you enter the maximum days prior and after the expiration date an Agreement can be renewed. The default value for each of these fields is 31 days but any value is acceptable based on your business practices.
  2. Bundle Setup - The Renewal Agreements check box must be selected on the Bundle Setup page. This Bundle in turn, must be added to the applicable Agreement.
  3. Agreements - The applicable Agreement Rule must be linked to the Agreement along with any renewable Bundles. Also, specific renewal only Agreements should be configured!

After these three configuration conditions have been satisfied, if you select the Renew option in the Edit menu on the Agreements Tab (Member Profile), you will be redirected to the Agreement Writer where you will proceed through the standard process with the following key elements:

  • Only the applicable Agreements and Bundles will be available.
  • IMPORTANT...the Start Date of the renewal will default to the End Date of the previous Agreement.

Agreement Rules

The Agreement Rules configuration sets the limitations on the number of days you can perform any the four (4) primary Agreement activities:

Each rule configuration is unique and must be linked to each Agreement to take effect. This is done by selecting the appropriate rule in the Agreement Rules drop-down list when configuring each Agreement. Only one (1) rule can be linked to each Agreement.

Also, this and two (2) additional configuration conditions are required for an Agreement Renewal to be affected by these rules (click HERE for the details).

Check-In

All three (3) of these new features are designed to enhance the speed and flexibility of front desk operations.

  • Bill Account Past Due - These settings gives you more flexibility on when past due balances are displayed at the front desk, based on your business standards.
  • Expedited Check-In - This setting gives you the ability to speed up the check-in process by eliminate one (1) click and immdiately saving a check-in only if no alerts are present.
  • Quick Actions - These give you the ability to quickly access specific features that are common to front desk activities.

The Expedited Check-In and Quick Actions settings have been added to the Workstations configuration, while the Bill Account Past Due settings are in a new section on the Check-In & Activity configuration page.

Bill Account Past Due

The Bill Account Past Due Settings subsection has been added to the Check-In Alerts section in the Check-In & Activity Configuration settings.

This section gives you the ability to set a day and/or a dollar value parameter as to when past due account balances will display at Check-In.

Expedited Check-In

The Expedited Check-In option speeds up check-in by eliminating one (1) click in the process when no alerts are present. After you search for and select a Member, if no alerts are present the check-in is immediately saved, eliminating the need to select a Check-In Action. Also, as part of this feature, the cursor will now default to the Member Search field for each check-in.

The Expedited Check-In drop-down list has been added to the Check-In & Activities section in the Workstations configuration (Default=No).

Quick Actions

You can now launch POS, take a photo, or add a Member Card using new Quick Actions drop-down list on the Check-In screen.

The Edit Check-In Quick Actions link has been added to the Workstations configuration (Check-In & Activities section) to activate this feature. The There you can select which options you want available in the drop-down list.

The Activity Management and Childcare Check-In buttons have been removed and these options have been added back in the drop-down list. The list of actions is sorted alphabetically and when a feature is selected, the corresponding page opens with that Member pre-loaded. If a page or screen is already open in another tab (e.g. POS), that Member will be loaded into that tab, replacing any other Member that may already be loaded (with a warning) in lieu of having two of the same page or screen open.

If you select the Member Card or Photo options, a pop-up window displays with the same available options had you navigated to those same features from the Member Profile.

Corporate Agreement Location Restrictions

When selling a Corporate Agreement, you can now limit the available locations for Add-Ons.

The new Choose Add-On Restrictions step has been added where you can not only select which specific locations will be available, but also any Agreement and Promotion restrictions, for Add-Ons. This gives you, for example, the ability to create a "Motionsoft Corp" Agreement for Baltimore employees, one for Rockville employees, and even another for Tucson employees.

Family Add-Ons

The following workflow changes have been made to the Add-On options:

  • Rewriting into Another Agreement Group
  • Suspending Add-On Agreements
  • Cancelling Add-On Agreements

Rewriting Into Another Agreement Group

You can now rewrite an Add-On Agreement into another Agreement Group with the following restrictions and criteria ONLY.

  • The Agreement Classification can still not be changed. Also, the Payment Allocation cannot be changed in these specific situations (see below).
  • The CURRENT Agreement must meet the following Agreement Group configuration criteria:
    • The number of add-ons configured in the General Rules section (Enable Add-on count limit) of the old Agreement Group must be equal to or less than the allowed number of add-ons in the new Agreement Group.
    • The Add-On Agreements must be allowed in the new Agreement Group i.e. the Allow Add-On check box must be selected for the applicable Agreements in the Agreements tab.

As you proceed through the configuration and rewrite process consider the following...

Do the characteristics of your CURRENT Agreement MATCH the characteristics of the new AGREEMENT GROUP you are moving into?


Here is an example:

  • John has a “Regional Family 3” agreement with his wife and son as Add-Ons to his agreement.
  • His daughter has become old enough to use the gym and he would like to add her to the Agreement.
  • John’s Agreement can now be rewritten into the “Family 4” Agreement group

if his wife's and both of his son's Agreements are "allowed" in the new Agreement Group.

If any of these criteria are not met during the Rewrite process, you will receive a message directing you to change or modify your Add-On Agreement settings before completing this operation.

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Changing the Payment Allocation between the Primary and Add-On(s) would require a rewrite of the Add-On Agreement(s) as well, which is out of the scope of this change. Consequently, the payment splits will remain the same after rewriting the Primary Agreement, even if that new Agreement Group does not allow that split in the configuration e.g. if rewriting from an Agreement Group with a 50-50 split configuration but the Group only allows 100-0 split, the Add-On would remain at a 50-50 split.

Suspending Add-On Agreements

When Suspending a Primary Agreement, all Add-On Agreements will also be suspended on the effective date. To execute this requires specific settings in the Status Change Rules in Agreement Groups (see below). Consequently, the requirement of suspending all of the Add-On Agreements first, before suspending the Primary, is no longer applicable.


To suspend the primary Agreement, which will in turn automatically suspend all of the Add-On Agreements, the following Status Change Rule setting must be made in the applicable Freeze or Hold drop-down list:

Action Required for Add-on


Remember...these are independent settings and will take effect pending on the selection you make in the Type field of the Suspension Wizard. This also applies to Cancellations.


There are no configuration changes, however, the second step of the Suspension Wizard now includes a list of the Add-On Agreements. The wording in the message in that step of the wizard is dependent on the selection you made in the Status Change Rules.

If you selected Action Required for Add-Ons in the applicable Freeze and/or Hold drop-down list, and you are suspending the primary Agreement, the following text displays:

"The Following agreements are add-ons to the selected primary agreement and WILL be suspended when the primary is suspended."

If you selected No Action Required for Add-Ons in the applicable Freeze or Hold drop-down list, and you are suspending the primary Agreement, the following text displays:

"The Following agreements are add-ons to the selected primary agreement and can be suspended when the primary is suspended."

Cancelling Add-On Agreements

The same principles that apply to suspending Primary and Add-On Agreements also apply to cancellations with one major exception...this feature applies to FUTURE CANCELLATIONS ONLY!

When cancelling a Primary Agreement, all Add-On Agreements will also be cancelled on the effective date of the cancellation request. As with suspensions, the final step of the Cancellation Wizard will list the Add-On Agreements, however, there are no adjustments to the applicable text regardless of your Agreement Group settings.

For an immediate cancellation of a primary Agreement, you must still cancel the Add-Ons first and then cancel the primary.

On Account Charging Privileges for Add-On Members

The Allow On Account Privileges check box has been added to the standing header area (top) in the Agreement Writer. This only displays for Add-On Agreements and if selected, gives the Add-On charging privileges on the Primary Member's account immediately.

Guest Management

You now have the ability to register Guests to your Account and provide them access to each club.

  • A Guest can be another Member, Customer, or Prospect.
  • The Number of Guests that you can put on your Account can be limited as well as how many you can check in at one time.
  • A Guest can be registered to multiple Members.
  • A time limit can be imposed on how long the guest has to check in after the Member. The Member is always required to check in first.

The following are the two (2) required configurations to activate this feature:

  • Item Setup - The Additional Guests at Check-In drop-down list has been added to the Access Item Type. This determines the maximim number of guests you can check in at one time.
  • Check-In & Activity Configuration - The new Guest Settings section has been added where you configure the limit on how many Guests you can have registered on your Account and the check-in time limits.

Guests is one of the options in the Manage menu on the Member Profile. The Manage Guests pop-up window:

  • Lists all of a Member's Guests.
  • Is where you add and removes Guests from a Member's Account.
  • Is where you see if that Member has been a Guest of another Member.

The Manage Guests pop-up window displays on the Profile's of BOTH the primary Member and the Guest, regardless if that Guest is a Member, Customer, or Prospect.

The Registered Guests tab lists the Guests on your Account. In the screen shot below, "Marsellus Medievil" is a registered guest of this Member ("Paula Creamnsugar")

The Registered Guests tab.


The Guest Of tab lists on whose Account you were a Guest. If you never have been the Guest of a Member, the Guest Of tab will not include any records. In the screen shot below, this Member ("Marsellus Medievil") is registered Guest Of "Paula Creamnsugar" and checked in as her Guest on the noted date.

The Guest Of tab.

Invoices Tab

The Invoices Tab on the Member Profile page has been revamped, giving you the ability to view all invoices within the specified date range. It now displays more detailed information regarding the invoices, including payments.

It also includes an additional layer of filtering and more drill down options. You can also enter a Payment Reversal and Make Payments directly from the screen without having to go to POS.

You can Search by Invoices or by Payment, with each having their own seperate menus:

  • The Invoices menu gives you the ability search by:
    • All Invoice Types
    • Agreement Number
    • Agreements
    • Billing/MyClub
    • Invoice Number
    • POS - This applies to manually entered sales.
  • The Payments menu gives you the ability to search by:
    • All Payment Types
    • Billing
    • POS/Back Office - This applies to manually entered payments.
Transaction Details.


If you select any of the options in the Invoices menu, with the exception of Agreement Number and Invoice Number, the Invoices With drop-down list displays, giving you the additional filtering to select invoices with:

  • Any Balance (this includes invoices with a zero ($0) dollar balance)
  • Balance Remaining
  • Credit Balance

If you select the Any Balance and Balance Remaining options the Make Payments button displays in the lower left corner of the results. If you select the Credit Balance option, the Refund Credit button displays, where you can refund the the credit from this transaction.

The last 30-days of Invoice records is the default view when opening the tab. The last 30-days of records is also what returns if you select the All option in any of these three (3) menus ("Any" in the Invoices With). After selecting an Invoice or Payment record, the details and drill down options will display to the right with a cleaner, more concise look.


For Invoices:

The left section is a list of all invoices for the date range selected in chronological order including the Invoice Number and . The header information in the Summary and Invoice Details tab is constant.

The Summary tab looks very similar to a standard receipt.

Summary Tab.


The Invoice Details tab includes all of the transactions within that payment, include hyperlinks to the details of each transaction.

Invoices Details Tab.


The Transaction Details tab (right) only activates if you select any of the available hyperlinks from the Invoice Details.

Transaction Details.

For Payments:

The payments are grouped per day through the entire Date Range you selected and include the Payment Number, Amount, and Tender Type. The right side of the screen is subdivided into two (2) sections.

  • The Invoices tab displays the invoices associated with each Payment.
  • The Details tab displays the primary Payment details for the selected Invoice.
    • Payment #
    • Payment Date
    • For Location - For what Location this Payment applies.
    • Entered Location - Where the Payment was entered.
    • MosoPay Batch ID - This is the ID of the submitted batch in the application.
    • Process Batch ID - This is ID of the batch that was processed in MosoPay.
  • The Summary, Invoice Details, and Transaction Details are identical to those for Invoices. The View Details and View Summary buttons alternate based on the current view i.e. if you are viewing the Invoice Details, the View Summary displays and vice versa.
Transaction Details.


Other Options

Each Payment record includes the Reverse Payment link. This gives the ability to reverse this payment without having to go to POS. If as payment is reversed, the link will no longer display on that payment record. (NOTE: This link will only display if you have the Reverse Payment permission in the User Access tab, POS Access section, on your Employee Profile.)

Reversing a Payment


Limiting Active Membership Agreements

A new setting has been added to the Member Configuration giving you the ability to set the maximum number of active Agreements a Member can have at any given time.

  • This limitation only applies to Agreements designated where the Owner Qualifies as a Member.
  • This does NOT apply to corporations or organizations.
  • There is no permission to override this setting.
  • This setting works in conjunction with Cancellation Requests, Agreements that are in a Pending Start status, and on Suspension. If an Agreement is in any of these statuses, a new Agreement CANNOT be activated that would put you over the configured limit.

The Max Qualifies as Member Agreements field is the only setting in this configuration.

IMPORTANT NOTE: Members with more than one Membership Agreement at the time of this implementation will NOT have any changes to their existing Agreements. However, they will be prevented from adding any additional Agreements until they fall back below the maximum number set in Membership Configuration. To accommodate for this, the default setting for this configuration has been set to 30 (thirty).

Month Ahead Billing

The month ahead billing feature gives you the ability to invoice for activities prior to their actual availability date. For example, if a club invoices during the last week of March for April dues (see below for more detailed examples).

The configuration for this feature is done in Step 3 of the Perpetual Option Setup Wizard.

Schedules section in Step 3 of the Perpetual Option Setup Wizard.


  1. The Schedules section has been renamed (previously Billing & Payment Schedule).
  2. The Invoicing and Payment drop-down lists have replaced the Billing Schedule and Payment Schedule lists respectively.
  3. The Start after invoicing check box and the Activity drop-down list have also been added.

To use this feature, the following three (3) settings are required:

  1. You MUST select a Monthly Billing Schedule in the Invoicing drop-down list.
  2. The Start after invoicing check box will then be activated and MUST be selected.
  3. After the Start after invoicing check box is selected, the Activity drop-down list is activated a selection must be made.

Any Activities billed in this manner become available as of the schedule you select in the Activity drop-down list and REQUIRE the selection of a Monthly Billing Schedule.

Here are a few examples of month ahead billing scenarios:

Some things to keep in mind...

  • The Activity Start Date is always ON or AFTER the Invoice Date.
  • Proration only affects the Initial Payment on the Agreement and the initial Item quantity.

Basic Example 1:

  • Month: March
  • Invoice Billing Date (Monthly): 27th of the Month
  • Activity Start Date: 1st of the Month

Result:

  • Invoice Billing Date: 3/27
  • Activity Start Date: 4/1

Basic Example 2:

  • Month: March
  • Invoice Billing Date (Monthly): 1st of the Month
  • Activity Start Date: 15th of the Month

Result:

  • Invoice Billing Date: 3/1
  • Activity Start Date: 3/15

Proration Example 1: Member Joins Prior to Invoice Date

If a Member joins PRIOR to the Invoicing Date of that Agreement, they are charged a prorated amount from that date to the Activity Start Date and will be invoiced for the following month's dues on that month's Invoicing Date.

  • Month: March
  • Invoice Billing Date: 27th of the Month
  • Activity Start Date: 1st of the Month
  • Member Joins March 15th

Result:

  • Member is charged prorated amount from 3/15 to 3/31.
  • Invoice Billing Date: 3/27 for April Dues

Proration Example 2: Member Joins After Invoice Date

If a Member joins AFTER the Invoicing Date of the Agreement, they are charged a prorated amount from that date to the Activity Start Date and will be invoiced the full amount for the following month on the following month's Invoicing Date.

  • Month: March
  • Invoice Billing Date: 27th of the Month
  • Activity Start Date: 1st of the Month
  • Member Joins March 28th

Result:

  • The Member's initial payment includes the prorated amount from 3/28 to 3/31 AND the full amount for the April Dues (4/1-4/30)
  • Invoice Billing Date: 4/27 for May Dues

POS - Make Payments

Major changes have been to Make Payments, including an new user interface. Also, you now have the ability to add credit to your account and subsequently, apply that credit to either your On Account Billing, your Agreement Billing, or both.

The options in the Payments menu have been changed or relabeled:

  • Make Payment (formerly Pay Past Due Invoice)
  • Pay Future Invoices (formerly Make Payment)
  • Reverse Payment (no change)

In the new Pay Invoices pop-up window you can do the following:

  • Make Payments on an existing Invoice that is currently or due in the future.
  • When paying on an Invoice, make an overpayment to credit or simply add credit directly to your Account.
  • Designate how that Credit will be used (see below):
    • On Account Billing Only
    • Agreement Billing Only
    • Both

All invoices with a balance due automatically populate the window and their corresponding check box will default to selected. They will display with the oldest invoice at the top, giving you the ability to quickly determine and pay off the oldest invoices first (FIFO). The Credit from overpayment will be used for options will only activate if a balance that is over the total of the invoices is entered in the Payment Amount field.

To make a payment against an invoice that is not currently due (e.g. Invoice #1295124 in the screen shot below), double-click in the Paying field for that record and enter the amount you want to pay against that invoice. This will also give you the ability to pay off the Total Balance ($215.05 below).

The new Make Payments interface.


This credit will then be used automatically during the billing auto-payment process, on your On Account Billing and/or Agreement Billing schedules. Credit can still be manually applied from the Invoices tab (Back Office) on the Member Profile, regardless how it was designated for use in the Pay Invoices window.

NOTE: Existing Credit prior to this release will still have to be manually applied from the Back Office.

Promotion Management

The ability to configure and apply a Promotion to an Agreement has been added to MosoMRM. Promotions are a preconfigured way to adjust the price of an Agreement during the initial sales process or through a manual, post-sale Adjustment.

Promotions and Adjustments can be applied to Agreements ONLY. While these terms will often be used interchangeably, Promotions are applied during the sales process while Adjustments are strictly used after the sale (e.g. a referral bonus). They are both a way to override the price of all of the items, specific items, or additional items within an Agreement or Bundle, without having to manipulate the billing options for each individual item.

Promotions can also apply a recurring adjustment, or a discount to the sale or invoicing of any item, to offset the full price. This can be done using a flat amount, a set amount, or a percentage of the item's price.

The Promotion Management page, like many other configuration pages in MosoMRM, is tabbed and should be completed in the order in which they display.

When configuring and subsequently using a Promotion, consider the following conditions in this order...

  1. Is the promotion available at this Business Unit?
  2. Is the promotion available with this Agreement?
  3. And for what Agreement Type? (e.g. standard Agreement sale, Add-On

Corporate Add-On)

Promotions will typically be applied during the Agreement Writer process but can also be applied in the Edit Menu (Promo/Adj) in the Agreements Tab.

Promotion Management is not currently available with Moso myClub.

Resource Subunits

A Subunit defines a specific area or piece of equipment within a Unit of your facility. The most common examples are spin bikes, yoga mats, the pool, or any other type of class where you can book a specific space or piece of equipment in the actual area.

Subunits are configured on the Resources page. The Subunits tab has been added to the configuration page, however, the Subunits themselves are actually created in the Units tab. After you create the number of Subunits, give them a base unit name, and a label name, you can then assign them a specific location within the room. This is done using an "X and Y Coordinate" system in the Subunit tab. Also in that tab, you can take a Subunit out of service ("offline") if it becomes broken, unusable, or falls into a state of disrepair.

Time Clock

The Time Clock functionality consists of two (2) modules, both of which have their own available icon in the Modules Menu (based on Work Role permissions):

Both of these features utilize an interface that is very similar to Check-In, especially Time Records.

Time Entry is where employees Clock-In/Clock-Out and REQUIRES the employee to have at least one Work Department record configured. Clocking in is a three (3) step process:

  1. Enter your PIN
  2. Select your Work Department (if you have multiple Work Departments configured)
  3. Click the Clock In button (green)

To Clock out, go to Time Entry again, enter your PIN and if all of the details are correct, click the Clock Out button (red).

Time Records allows Managers to View, Add, Edit, and Delete employee Clock-In/Out records as well as view who is currently clocked in at that facility. Like Check-In, you can search either by Time Records (Date Range,Department,Business Unit) or by Employee (Name,Number) in the left section. If you click the Employee's check-in record on the right, it will display a paginated list of all of their Clock-In/Out records by latest date order. This is also where you can Add, Edit, or Delete a record.

Reports & Launch Pad

The following reports now use our new database table structure that was introduced in MosoMRM 2.01. These tables (DM Tables) were created to improve speed and accuracy and provide you with a more efficient custom reporting experience.

  • Post Billing - Results icon_new.gif (formerly the Post Billing Summary)
  • Shift Report
  • Billing Payment Batches
  • Billing Payment Detail icon_new.gif (formerly the Auto-Pay Batch Results)

NOTE: Additional filters and columns have been added to the Post Billing - Results and Billing Payment Batches reports.


The following reports have been REMOVED:

  • GL Analysis (this information can now be viewed in the AR Reconciliation report)
  • Billing Batch Declines (this information can now be viewed in the Billing Payment Detail report)

A new Check-In Report by the Hour has been to the Launch pad.

  • Time default: 5 am to 11 pm.
  • These times can be edited and saved with any updated values taking effect at the next log-in.

Added Columns

The Promotions column has been added to the following reports (3370):

  • Agreement Initiations
  • Agreement Sales
  • Agreement Rewrites

The Agreement Key Bundle column has been added to ALL Agreement Reports. Also, a Bundle multi-select filter has been added to the Agreement Expirations/Obligations and Agreement Sales reports to be consistent with the other Agreement reports.(NS:76929,456)

Report Scheduler

You can now schedule reports to run on specific dates and times with specific paramters.

Accounts Receivable Aging

  • The aging options (1-30 Days,31-60 Days, etc.) have been added to the Filter by Balance drop-down list (Options).(NS:71390,429)

Activity History

  • The time stamp value has been added to the Action Date column. These values will also display properly on the .pdf and excel downloads of the report. (NS:89937,222)
  • The Employee Lookup filter is now a multi-select.(NS:89937,222)

Activity Liability

  • The Last Use column header has been renamed to Last Action. Also, the last action now displays for all activity types in that column.

Agreement Initiation

  • Member contact information (address,phone,email) is now included in this report.(NS:98264,432)

Agreement Obligation/Expiration

  • The Location column has been added when the report is grouped by Sales Person and by.(NS:82851,464)

Childcare Activity

  • The Guardian Member Lookup filter has been added to this report.(NS:88779,215)

Employee Information

  • The row limit (10,000) restriction has been removed so all records are records are being returned when exporting to Excel.(NS:101706,2539)
  • The Username column has been added to this report.(NS:77725,446)

Event Registration

  • If a Member cancels out of an Event, they are completely removed from this report.(NS:98434,1643)

Member Information

  • The report is returning the proper results for the selected date range. Previously, the date range filters were not being recognized and incorrect results were being returned.(NS:97882,2024)
  • The Company column has been added to this report (NS:82805,449)

Past Due Payments

  • The InactiveMember/Customer option has been added to the Member Status filter.(NS:86147,217)

Query Builder

  • The rpt_MemberAgreementHeader view is no longer returning 'NULL' (empty) TxInvoiceID values.(NS:102747,2984)

New Reports

The following list includes icon_new.gif or renamed reports, and reports with an updated description.

  • Past Due Payment – This report lists all payments made past their due date.
  • Post Billing – Submitted – This report compares what was invoiced versus what was submitted for payment processing within a given time frame.
  • Post Billing – Results – (formerly Post Billing Summary) This report has a completely new design and uses the new DM Tables for improved speed and accuracy. This report is a summary of declines and approvals for all billing payments in a given time frame.
  • Billing Payment Detail (formerly Auto-Pay Batch Results) – This is a detail view of each payment submitted for processing within a given date range. This report also uses the new DM Tables for improved speed and accuracy.
  • Billing Reconciliation – This is a summary report of MosoPay Statements by deposit date. This is used to reconcile billing payments to specific deposits.
  • Manual Reconciliation – This report links payments and sales for a specific date range. This report distinguishes how much was sold, how much was paid for, and how much was put on account.

MosoMRM_2.1.6

This is a report patch that includes:

  • The old Transaction List report is now the Invoice List report, which is still a summary of the invoices sold during the selected date range.
  • The icon_new.gif Transaction List report is a detail report that displays the amount sold, the amount tendered, and the amount charged on account for each transaction. You can also get a detail report individually by invoice.
  • The icon_new.gif Deferred Agreement Revenue report calculates the deferred revenue totals, and also any already recognized revenue, for Paid-In-Full Agreements within the date range you select.

Resolved Issues

Activity Management

  • The same service no longer displays twice with both used and expired statuses in the History tab.(NS:101333,2566,2596)
  • The screen freezing issue for a Member using a shared activity has been fixed.(NS:101699, 99896,2483)

Agreements

  • For a Service Agreement, the Down Payment and Quantity values are now displaying accurately in POS, matching what is in the details of the Agreement.(NS:104011,3960)
  • Installment Agreements coming off of a suspension are now adding the correct number of additional installments to the back end of the term in the Projected Billing (forecasting) in the Agreements tab. (NS:99163,1379)
  • Inactive Bundles no longer display in the search results when adding or editing an Agreement.(NS:94473,2262)

Billing

  • You can make partial payments against single and multiple invoices without error. Also, a rounding error has been fixed for more accurate totals. (NS:101205,2256)
  • The Stops Billing during Suspension and Charge Freeze Fee settings are now working in sync with each other. If both of these settings are selected, the Freeze Fee is only applied when Billing is stopped. Also, when a Fee is applied, all of the taxes are being picked up and accounted for correctly.(NS:101966,102276,102805,2669,2921)
  • You can now return a Decline Fee from a sponsor transfer without issue.(NS:92337,93425,2598)
  • Certain payment requests are no longer being marked as deleted after invoicing and being processed properly.(NS:102861,3000)
  • If the Payment date and Invoice date are different for an Add-On Agreement, the payment is being collected on the configured Payment date, not the Invoice date.(NS:101975,2511)
  • The issue of payments for Add-Ons and Sponsor Tranfers being split incorrectly according to the Payment Allocation configuration (Agreement Groups) has been resolved.(NS:101582,2440,676)
  • The issue of a suspension fee being applied to multiple payment items within an Agreement has been corrected. The fee is being applied to the key item and applied only once.(NS:103636,3403)

Bundle Setup

  • The issues with copying a Bundle price have been fixed.(NS:93524,93453,1417)
  • When the quantity of a Bundle item is increased, the minimum and maximum prices are increased accordingly. These current values are multiplied by the new quantity to automatically display the proper price values.(NS:94473,1478)

Check-In

  • The error message when an Access Type is not allowed at a Workstation has been changed:(NS:101557,607)
"This Access Type is not permitted on this workstation. Please contact your administrator."
  • A Check-In Alert no longer displays for an expired Agreement when the Member already has a new, active Agreement. Specific rules have been implement on the back end governing when an Alert will display:(NS:97799,2081)
    • If there is an Active Agreement with no end date = No Alert.
    • If there is an Active Agreement that is nearing its expiration = Display Alert.
    • If there are NO Active Agreements and the Member has at least one (1) previous Agreement that has expired = Display Alert.

Enterprise Configuration

  • You can now save any edited Division configuration information without issue. (NS:103311,2287)

Events

  • You can now add a Member with an eligible Service item to an event without error.(NS:100267,1980)
  • If a Member cancels out of an Event, they are completely removed from the Event Registration report.(NS:98434,1643)

Invoices

  • When making a partial payment on a future invoice, and subsequently placing the remainder of the money On Account, the due date on that invoice remains the due date of that future payment request e.g. if a Member makes a $24 payment on 5/20 on Invoice #21 ($50) with a due date of 8/1, the due date for Invoice #21 remains the same (8/1).(NS:99865,1455)
  • When making payments against invoices that involved change due to the customer, following issues have been resolved:(NS:102014,2633)
    • When making a partial payment against an invoice where change is due to the customer, the invoice now displays the proper amount due after the transaction is finalized.
    • When making a payment against multiple past due invoices, and the first one requires cash change due, the payment is now being properly applied to the first invoice and the invoice now displays the the proper amount due. Previously, if change was due, the payment was being applied to the second invoice and not the first.

Members

  • The "Average visits per month" label was renamed from "Average visits per week" in the Usage tab on the Member Profile page (Statistics section). (NS:98329,1312)
  • Referred Members are being saved and displaying properly on the Member Profile.(NS:100492,2274)

Moso myClub

  • The link and email notification issues with completing a password reset in Moso myClub have been corrected. (NS:103586,3365)

MosoPay

  • Member Invoices are no longer randomly displaying multiple charges when only one charge was processed in Mosopay.(NS:102625,2863)

Portal Configuration

  • The pagination issue ('Out of Bounds' error) when the list of available Agreements is longer than one (1) page has been corrected.(NS:98072,102138,102221,1492)

POS

  • A MOD10 check is now done to validate a credit card number. Also, the associated error message when an invalid card is entered has been changed:(NS:102582,2800)
"The card number entered is invalid"
  • The Invoice Search by Date Range buttons (7 Days, 4 hours, Today, Yesterday) in POS Transactions are returning results withing those ranges.(NS:101947,101944,2564)

Suspensions

  • The Stops Billing during Suspension and Charge Freeze Fee settings are now working in sync with each other. If both of these settings are selected, the Freeze Fee is only applied when Billing is stopped. Also, when a Fee is applied, all of the taxes are being picked up and accounted for correctly.(NS:101966,102276,102805,2669,2921)

Feature Security Updates

FIVE (5) icon_new.gif folders have been added to the Feature Security section.

  • Member Agreement Management
  • Guest Management
  • Point of Sale & Payments
  • Time Entries
  • Time Records

All NEW Point of Sale permissions will be added to the Feature Security Permissions in Staff Work Roles. The POS Access and POS Price Override permissions, that are currently in the User Access tab on the Employee Profile, will remain in that location.

Activity Management

  • Extend Activity Expiration Date - This permission gives you the ability to extend the expiration date of an activity, specifically PT sessions.
  • Appointments that have been edited are now being saved and the window is closing immediately after you click the Save button.(NS:99466,2356)

Member Agreement Management

These permissions give you the ability to override any of the Agreement Rules you configure. This is a new folder.

Guest Management

This new folder includes the three (3) primary permissions to manage Guests:

  • View Guests
  • Add Guests
  • Remove Guests

Member Management

The following permissions have been added to the Member Management folder:

  • Add Manual Signature - This gives you the ability to add a manual signature for a Member to an Agreement.
  • Member Name Edit - This gives you permission to edit the Member's Name field on their Profile page.

The following refer to permissions covering Member photos:

  • Add Member Photo
  • Change Member Photo
  • Delete Member Photo
  • Upload Member Photo

Point of Sale & Payments

These permissions cover payment to credit and the applying and refunding of credit. This is a new folder.

  • Allow On Account Credit Payments
  • Allow Agreements Credit Payments
  • Allow On Account and Agreement Credit Payments
  • Allow Applying Of Credit
  • Refund Credit - You must have this permission for the Refund Credit button to display on an Invoice record in the Invoices Tab.

Time Entries & Time Records

Time Records and Time Entries are both new folders setting the permission levels for the new Time Clock feature.

  • The Time Entries permissions give you access to the actual Time Clock.
    • Clock In/Clock Out -
      Icon Time Entry.png
      This is the only permission in this folder and activates the Time Entry in the Modules Menu. This permission MUST be assigned to ALL employees that will use the time clock to log their hours.
  • Icon Time Records.png
    The Time Records permissions allow Managers to view and edit employee time records. Selecting any of these for a specific Work Role activates the Time Records icon in the Modules Menu.
    • View Time Records
    • Add Time Records
    • Edit Time Records
    • Delete Time Records

Previous Releases

MosoMRM 2.00 |MosoMRM_2.00.2 | MosoMRM_2.01 | MosoMRM_2.1 |MosoMRM_2.1.6 (Reports) |MosoMRM_2.1.7 (Reports) |MosoMRM_2.1.8 |

The MosoMRM Modules

My Planner
Members
Check-In
Childcare
Point of Sale
Activity Management
Staff & Users
Data Analytics


System Configuration
Scheduler
Events
Organizations
Time Entry
Time Records
BOSS


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security
Moso myClub