MosoMRM 2.40


				

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!!!

View the MoSo Mercury Feature Review Webinar or download the MoSo Mercury presentation deck.


Contents

Overview

(Release Date: 7/13/2015)

MosoMRM 2.40 includes several icon_new.gif features including:

There are also several refinements and enhancements to existing features and functionality including:


New Features

Print From Activity History

A Print button has been added to the History tab of the Activity Management screen to allow you to print a report showing a member's purchase and usage history for a specific Activity package. You have the option to export this report as a PDF file.

Important Notes

The Activity History report can only be printed for one activity package at a time. The report contains information about the purchase and usage of the package.

Configuration

To print a member's activity:

  1. Open Activity Management and select the member you wish to view.
  2. Switch to the History tab, and select an activity in the lower left.
    1. Optional - Set any filters in the top panel.
  3. Click the Print button in the lower right.
    The Print button within the Activity History view.
  4. Once the report has been generated, you can also export it to PDF using the button in the upper-right:
    The Print button within the Activity History view.

Print From Usage Tab

A Print button has been added to the Usage tab of the Member Profile to allow you to print a detailed check-in report for the selected member.

After clicking Print, you will have the option to export the report as a PDF or Excel file.

Important Notes

The date range and any other parameters specified on the Usage tab are passed to the report, so only check-in records that are within the date range displayed will be on the report once you click the Print button. You will not have the option to adjust these dates once in the Print screen.

Configuration

To print a member's usage/check-in report:

  1. Search for the member you wish to view.
  2. Switch to the Usage tab, and set your desired date range in the top panel.
  3. Click the Print button in the top panel.
    The Print button within the Usage tab.
  4. Once the report has been generated, you can also export it to PDF or Excel using the buttons in the upper-right:
    Export the report to PDF or Excel using the buttons in the upper right.

Print From Invoices Tab

A Print button has been added to the Invoices tab of the Member Profile to allow you to print a report of the member's transactions, grouped by invoice number. You have the option to export this as a PDF or Excel file for the member.

Important Notes

The invoice number and date range parameters you select on this tab are passed to the report, so only invoice records meeting these parameters will appear in the report. You will not have the option to adjust these filters after printing.

Configuration

To print a member's transaction listing:

  1. Search for the member you wish to view.
  2. Switch to the Invoices tab of the Member Profile.
    1. Optional: Set any filters in the top panel to filter by date or invoice number.
  3. Click the Print button above the filter options.
    The Print button within the Invoices tab.
  4. The screenshot below is an example of a Transaction List report:
    An example of the Transaction List report.

Search for Transactions and Funding Sources

A new module, Tender Type Lookup, has been added to allow the back office to search for a specific Credit Card or Bank Draft and determine whether it is being used as a Funding Source or has been used in a transaction.

Important Notes

  • Only payments which were approved will appear in the results - attempted but declined payments will not be included.
  • Only the primary account holder will display in search results. Other associated Parties on Account will not display.
  • Results can be exported to Excel.
  • A new Feature Security permission must be enabled in order to allow access to this feature, under the Tender Type Lookup folder:
    Tender Type Lookup - Security.png

Configuration

  1. Use the Launch Pad search to access the Tender Type Lookup module.
  2. Select either Credit Card or Bank Draft, and click the Enter Account Number button.
    Select an account type and click Enter Account Number.
  3. Type in the full account information for the Credit Card or ACH #, then click Save.
    Screen to enter CC Account information.
    Screen to enter Bank Account information.
  4. Optional: Select whether to search in funding sources or payments, and whether to adjust the date range to search within.
  5. Click the Search button to apply your filters and search for this account:
    Adjust any desired search parameters and click the Search button.
  6. All transactions and funding sources involving this payment account and meeting your search parameters will appear in the report.
  7. Click the Export button to generate a CSV file of the report.
    Example search results. Click Export to generate a CSV file.

Standalone CAU Process

Standalone Card Account Update (CAU) is a process which checks credit card accounts against a bank-provided file to get updated expiration dates, and in some cases, replacement card numbers (when the card was not replaced due to loss or potential fraud). Previously in MoSo, this was performed at the time of billing submission.

The CAU process in MoSo prior to version 2.40 was:

  1. A payment card is attempted during billing submission.
  2. If the card declines for a select set of reasons, the card is submitted to the CAU service for updating.
  3. If the card is updated by the service, it is resubmitted for collection the following night.

This resulted in cards only being updated after declining once, and decline results were not received until at least one business day later.

Starting in version 2.40, the CAU process will be separate from the billing submission, and will be completely automatic, including the updating of new card information in MoSo. Once per month, all active valid cards will be submitted and checked for updates. The benefits of this change include:

  • Quicker card information updates in MoSo.
  • Fewer declined transactions during billing.
  • Less time between billing submission and updated results in MoSo.

Important Notes

  • The CAU can only be run once per month for each Business Unit.
  • The date on which this occurs can vary by Business Unit.
  • Two new MTP commands were created, sendcau and recvcau.

Configuration

  1. Use the Launch Pad search to navigate to Financial Configuration.
  2. The new Standalone CAU section of the settings page allows you to adjust CAU settings at the Enterprise level.
    1. You can use the Select Day dropdown to adjust the day of the month on which the update is performed. The final option, "Last", will use the last day of the month.
    2. Note: It is recommended to run the CAU several days in advance of billing submission, so that all cards are as up-to-date as possible beforehand.
    Standalone CAU - Enterprise.png
  3. You can use the dropdown in the upper right to edit these settings by Business Unit, which will take precedence over the Enterprise settings. By default, each business unit will use the settings selected at the Enterprise level.
    Standalone CAU - Business Unit.png

Restrict Ability to Sell Corporate Agreements

Previously the same permissions controlled the Member and Corporate/Organization Agreement Wizard. These permissions have now been split out to allow for scenarios where only certain work roles should be permitted to sell Corporate/Organization agreements.

Important Notes

  • The following agreement Feature Security Permissions have been split out underneath the Organization Management category:
    • Add New
    • Change/Update
    • Add Rewrite
    • Add Renewal
  • Previous versions of MoSo had an Agreement Wizard permission which was controlled by right clicking on the Agreement Wizard page and editing page security. This has been removed and access to this feature is now governed by the Add New Agreement permission in the permission tree under both Member Management and Organization Management.

Configuration

  1. Use the Launch Pad search to navigate to Staff Work Roles.
  2. Adjust the ability to add, sell, and modify organization agreements under the Organization Management folder:
    Restrict Ability to Sell Corp Agreements - Security.png

Corporate Enrollment Restrictions

Corporate/Organization programs often have restrictions on the dates within a month that a person is allowed to enroll as an Add On to that program. This enhancement allows the system administrator to configure these limitations when selling an Agreement within MoSo.

Important Notes

  • Applies only to the Organization Add On member enrolling on the organization agreement - other Add-ons (such as family members) to the initial Organization Add On will not be held to the same enrollment restrictions.
  • Enrollment date limitations are set when selling an agreement to a Corporate/Organization.
  • To create restrictions for an existing organization, you must either cancel the organization's current agreement and sell a new agreement OR rewrite the current agreement to include the enrollment restrictions.

Configuration

  1. Click the Organizations button in the left-hand panel and search by typing the Organization's name.
  2. Once in the Organization Profile, click the Agreements menu in the upper-right, and select New Corp Agreement.
  3. Proceed through the steps of the agreement wizard by filling out all necessary information and clicking the Next button until you reach the Choose Add On Restrictions page.
  4. Switch to the Restrictions tab to modify the new enrollment date restriction options.
    • Note: By default, the agreement will be available for enrollment immediately, without any other restrictions.
  5. Corporate Enrollment Restrictions - Restrictions Tab.png
  6. Check the Restrict Enrollment checkbox to limit the period during which the agreement will be available for enrollment, using the following options:
    1. From Day:
    2. To Day:
    3. Start Date:
    4. End Date:
  7. For example, in the below screenshot, members will be able to enroll using this agreement between 8/1/2015 and 10/31/2015 (due to Start Date & End Date), but only on the first 10 days of each month (due to From Day and To Day).
  8. Corporate Enrollment Restrictions - Restriction Options.png

Agreement Restrictions by Work Role and Classification

Departments such as the front desk are often allowed to sell, rewrite, renew, suspend and cancel service agreements, but not membership agreements. This change will allow the user to specify which Staff Work Roles can sell, rewrite, renew, suspend, and/or cancel based on Agreement Classification.

Important Notes

  • When updating to version 2.40 and higher, if a user has the permission to sell, rewrite, renew, suspend or cancel, they will have the corresponding permission on each agreement classification post-update.
  • When creating or updating a new Staff Work Role, the role must have the corresponding Member Management permissions as well as permissions to the necessary Cancellation or Suspension Reasons in order to perform these functions.
  • These settings can be managed through either of the two methods below, and changes made in one place will be reflected in the other.

Configuration Method 1: By Work Role

  1. Use the Launch Pad search to navigate to Staff Work Roles.
  2. Click the Edit link in the Agreement Classification column for the work role whose permissions you need to adjust:
    Click Edit for the work role whose permissions you want to modify.
  3. Each row in the popup Edit window corresponds to an Agreement Classification, and each column corresponds to an action that can be performed on those agreements.
    1. For each Agreement Classification, indicate the actions this work role needs access to.
    2. Click Save when finished.
    Work Role Permissions by Agreement Classification - Detail View.png

Configuration Method 2: By Agreement Classification

  1. Use the Launch Pad search to navigate to Agreement Classifications.
  2. Click the Edit link in the Staff Work Roles column for the Agreement Classification whose permissions you need to adjust:
    Click Edit for the agreement you want to modify permissions for.
  3. Each row in the popup Edit window corresponds to a Work Role, and each column corresponds to an action that can be performed by that Work Role.
    1. For each Work Role, indicate the actions that they can perform on these agreements.
    2. Click Save when finished.
    Agreement Classification Permissions by Work Role - Detail View.png

Restrict Access to Member Fields

In some cases, specific member data fields are considered proprietary information and should not be revealed to certain staff members. In other cases, you may want to control changes made to the data and limit the ability of certain work roles to modify fields.

Important Notes

  • If a field is set as a required field, the Add permission is granted to all work roles and will not be editable.
  • There is a Copy function for easy configuration of work roles.
  • Settings will need to be established on all Data Fields, both standard and custom.
  • These settings can be managed from Staff Work Roles or from the Member Configuration and Organization Configuration screens.

Restrict Access From Work Roles

  1. Use the Launch Pad search to navigate to Staff Work Roles.
  2. Click the Edit link in the Data Fields column for the work role whose permissions you need to adjust:
    Click Edit for the work role whose permissions you want to modify.
  3. Each row in the popup Edit window corresponds to a data field, and each column corresponds to an action that can be performed with that field.
    1. Click the Member and Organization tabs to switch between groups of data fields.
    2. For each Data Field, indicate the actions this work role needs access to.
    3. Click Save when finished.
    Restrict access to Member fields.
    Restrict access to Organization fields.
  4. Once you have configured all field permissions for a work role, you can copy its settings to other work roles.
    1. Click the Edit link for each target (unconfigured) work role.
    2. At the top of the popup Edit window, use the Copy From Work Role dropdown to select the role you have already configured.
    3. Click the Copy button to replace the work role's current field permissions with those from the work role you selected.
    Use this feature to copy permissions from one Work Role to another.

Restrict Access From Member/Organization Configuration

  1. Use the Launch Pad search to navigate to Member Configuration or Organization Configuration.
  2. Scroll down to the Data Fields section (next to the Notes section on both screens) and click the Manage Data Fields link.
    Restrict access to Member fields.
    Restrict access to Organization fields.
  3. Click the Edit link in the Work Roles column for each data field:
    Restrict access to this Member field.
    Restrict access to this Organization field.
  4. Each row in the popup Edit window corresponds to a work role, and each column corresponds to an action that can be performed with that field.
    1. For each Work Role, indicate the actions this work role can perform for this field.
    2. Click Save when finished.
    Restrict access to specific actions each work role can perform for this field.

Return Initial Transactions on Agreements through POS

Often with a sale of an agreement, a member is able to purchase a PIF upsell item; for example, Personal Training. When a member requests to return this item, the current workflow is to use the agreement cancellation wizard to cancel only the item. This was not ideal, as the staff member performing the return may not have permission to cancel an agreement or may end up accidentally cancelling the whole agreement. Currently in POS, when you search for transactions, agreement down payment invoices arenot returnable. This enhancement enables the return invoice button on these invoices, but will only allow the PIF upsell item be returned.

Important Notes

  • Only PIF upsell items in agreements can be returned in POS, and only when a payment plan or installment option was not used.

Configuration

  1. Use the Launch Pad search to navigate to Staff Work Roles
  2. Expand the Point of Sale And Payments section and scroll down to the "Return PIF upsell item on an agreement in POS" permission.
  3. Enable this permission to allow a work role to return these items.
    Select the Return PIF upsell item on an agreement in POS permissions to enable this functionality.
  4. In the refund wizard, only the PIF upsell item can be selected for a refund.
    Only the upsell item can be refunded.

Limit Promotions by Organization Type

Organization Type can now be used to filter the availability of a promotion when a corporate add on is enrolling. For example, a promotion may be available for a group organization but not available to an organization that pays for corporate add-ons.

Important Notes

  1. On migration, if Combinable with Corporate Promotion is selected, the promotion will be available for all organization types.

Configuration

System Configuration > Promotion Management

  1. Use the Launch Pad search to navigate to Promotion Management
  2. Use the Organization Type checkboxes to select which types of organization this promotion will apply to.
    Use the checkboxes to select which organizations the promotion applies to.

Event Extensions

MoSo now has the ability to extend events a specific # of times or to a specified end date.

Important Notes

  • When extending multi date events, all registrants will remain registered to the event and the extended dates will be checked for conflicts.
  • When extending single date events, registrants will not be carried over.
  • You can send a mass email to the employee and registrants of the event regarding the change.
  • Add Single has now become Add Program.
  • Add Multiple has now become Add Class.

Configuration

  1. Click on Events in the left-hand panel.
  2. Notice the following action name changes:
    1. Add Class replaces Add Multiple.
    2. Add Program replaces Add Single.
    3. Use the Notify button to let registrants know of an extension to an event.
  3. Click the Create Extensions button.
    Use the Create Extensions button to extend an existing event.
  4. Select search options to find the event you want to extend.
  5. Click the Search button to continue.
    Search for an event to extend.
  6. Select the instance(s) you want to extend using the checkboxes:
    Select the individual instances to extend.
  7. Choose how you want to extend the event:
    1. Extend by a specific number of occurrences.
    2. Extend the event until a specific end date.
  8. Click the Next button to finalize the extension.
    Use the Create Extensions button to extend an existing event.

Display Date for Funding Source Changes on Accounts Tab

Additional information has been added to the Accounts tab of the Member Profile, including when the Funding Source was last modified and who it was modified by.

Important Notes

Configuration

  1. Search for the member you wish to view.
  2. Switch to the Accounts tab, and select an account to view a Funding Source.
  3. The Last Modified date will appear below the Funding Source, as well as the user who made the most recent change(s).
    The Last Modified button within the Accounts tab.

Support Non US Date Formats

MoSo now supports the ability to display dates using the DD/MMM/YYYY format, which is commonly used in countries outside of the US.

Important Notes

  • When the DD/MMM/YYYY format is used, the month’s name will be abbreviated. (For example, 22/Jun/2015)
  • Make sure to change your browser date setting to match MoSo’s date format.

Configuration

  1. Use the Launch Pad search to navigate to Workstations
  2. Select the desired Workstation in the left panel to view its information in the General tab.
  3. Use the Date Format dropdown to select the DD/MMM/YYYY format option.
    Use the Date Format dropdown to change this setting for a Workstation.

UK Address and Phone Entry

MoSo can now support the entry and viewing of different UK phone number, address, and postal code formats.

Important Notes

When UK is set as the country for the Business Unit, the phone and address fields will use UK format by default.

Configuration

To enter UK addresses and phone numbers for a member:

  1. Search for the member you wish to view.
  2. Change the member's Country to "UK" to switch to using UK address and phone formats.
  3. Below is an example of UK address and phone number entry on the Member Profile page:
    Example of UK address entry.
    Example of UK phone entry.

New Reports

  1. Activity Reports - First Time Activity Purchase: This report allows a club to see when a member purchases a unit based activity for the first time in a certain category.
  2. Agreement Reports - Agreement Funding Sources: Provides information about funding sources linked to Agreements.
  3. Exception and Audit Reports - Agreements with an Invalid Funding Source: This report shows all agreements with an invalid funding source.
  4. Exception and Audit Reports - Agreements with Manual Funding Source: This report provides a list of all agreements that are paid from a manual funding source. It provides the ability for clubs that are normally 100% EFT to find members that don't have a valid payment method.
  5. Exception and Audit Reports - Funding Sources Used on Multiple Client Accounts: This report lists funding sources (CC or ACH) that are used on more than one member's client account. You can use this report to check for potential errors with funding sources applied incorrectly to multiple members and agreements.
  6. Exception and Audit Reports - Potential Funding Source Errors: This report allows a club to discover a member potentially has a valid funding source but due to user error the funding source was not changed to be the active billing funding source
  7. Exception and Audit Reports - Suspended Members with Active Agreements: This report lists all members that have suspended their membership but still have other agreements (such as lockers or services) that are active.
  8. Financial Reports - Organization Member Agreements: This report shows all Member Agreements tied to an Organization. Filter the results based on the Member's Agreement Business Unit or Agreement Characteristics or Status. Includes a date range to display Check In counts and an option to show add
  9. Financial Reports - Payment Allocation Summary: Report listing what was paid for within a given time frame and by tender broken out by Sales at POS and Billing
  10. Financial Reports - Promotion Allocation: Utilize this report to balance the finances between Promotion GL codes and the Item GL codes found within the promotions.

Updated Features

Improved Processing of Payments for Organizations

The back office payment module has been enhanced with the ability to pay up to 1,000 invoices in one payment. This is especially helpful for entering/processing payments for Organizations with large amounts of Corporate members.

Important Notes

  • The Paying field will default to the amount in the Amount Due field.

Configuration

  1. Click Organizations in the left-hand panel and search for an Organization.
  2. Switch to the Invoices tab, where the following changes have been implemented:
    • You will no longer immediately see a checkbox next to invoices with a balance owed on them - the selection process has moved to the Make Payment step.
    • A search option has been added to search text in the For column.
  3. Click Make Payments in the bottom left to switch to payment mode. (Payment mode is only available when Any Balance or Balance Remaining is selected in the “Invoices With” filter.)
    Viewing the Invoices tab of an example organization.
  4. Optional: Use the checkboxes to adjust the selected invoices.
  5. When finished, click the Add Tender button in the bottom left.
    Click Add Tender to continue.
  6. Add tender information for the payment.
  7. A new option has been added to this screen, allowing you to direct overpayment credit to specific billing:
    1. On Account and Agreement Billing.
    2. On Account Billing only.
    3. Agreement Billing only.
  8. Click the Finalize button to continue.
    Click Finalize to continue.

Manage Check-in Messages in Member Notes Tab

Check-in Messages have been moved to the Notes tab of the Member Profile for convenience, as opposed to the Member tab. This enhancement allows for any Note to be selected as a check-in alert.

Important Notes

  • You can create multiple check-in messages with differing “Cleared By” dates which can also be cleared individually as addressed on Check In.
  • On migration, all Check-in Messages will be moved to the Notes tab.

Configuration

To view, edit, or add member check-in alerts:

  1. Search for the member you wish to view.
  2. Switch to the Notes tab of the Member Profile.
  3. The following new columns have been added for viewing Check-In Alerts:
    1. Check-in Alert: Indicates whether this note will be shown at check-in.
    2. Cleared By: The person who cleared this check-in alert from the member's profile at check-in.
    3. Cleared Date: The date someone cleared this check-in alert from the member's profile at check-in.
    All Check-In Alerts are now managed from the Notes tab.

Refined Agreement Sale Restrictions by Location

We have added the ability to sell an agreement at one location which applies to another location. This functionality is controlled by new permissions governing which work roles can sell non-local agreements.

Important Notes

  • When selling an agreement, the "transaction at" facility will be the location of the current workstation, and the "transaction for" location will be the location selected in the Agreement Wizard.
  • By default, users will not have the two permissions below on migration.

New Staff Work Role Permissions:

  1. Use the Launch Pad search to navigate to Staff Work Roles
  2. Expand the Member Management section and scroll down to the two "Add agreements from..." permissions.
  3. Permissions can be set for sales staff allowing them to do one of the following:
    • Sell agreements only to locations they have access to in Staff Work Roles.
    • Sell agreements to all locations.
    Select which agreements a sales person has access to sell.

Agreement Wizard Facility Options:

  1. In the Facility dropdown when selling agreements, staff will now only see the facilities they have permissions to sell agreements from.
  2. When selling an agreement, the transaction will be tied to the workstation's facility, even if the agreement applies to a different facility.
Transactions will be recorded as sold at a location, even if they are transactions for a different location.

Reinstate Sessions from MyPlanner

In My Planner, the Staff Audit screen now includes the ability to reinstate a used scheduler activity when the user has permission to reinstate an activity. Previously, the button to reinstate a redeemed session was only available from within each member's profile, by viewing their activity history and searching for redeemed sessions. This change will allow you to quickly view and reinstate redeemed sessions for multiple members, rather than having to search for each individual member and drill down to their activity history.

Important Notes

A user must have rights to "Reinstate a redeemed activity" as part of their work role permissions in order to use this functionality.

Security Configuration

  1. In Staff Work Role permissions, enable the "Reinstate a redeemed activity" permission under the Activity Management folder to allow a work role to reinstate redeemed activities.
    This permission controls the ability to reinstate redeemed activities in My Planner.

My Planner Configuration

  1. Click on My Planner in the left-hand panel.
  2. Switch to the Staff Appointments Audit tab and search for the redeemed activities.
  3. As long as you have rights to the "Reinstate a redeemed activity" permission, you will now have access to reinstate activities directly from the Staff Appointments Audit screen using the Reinstate Redeemed button in the upper right:
  4. .

My Planner > Staff Audit

If the activity can be redeemed for a selected appointment, and the user has the permission, the Reinstate Redeemed button will be enabled.

Return Billing Invoices

MoSo now has the ability to return invoices that were created through the billing process in POS.

Important Notes

  • If the activities are still active or available in the future at the time of the return and a billed invoice is returned, the activities will be cancelled once the return is complete.
  • If activities cancelled or expired at the time of the return, then there will be no change to the activities.
  • You cannot return billed invoices if the agreement has an installment option or a payment plan.
  • The Return Invoice permission on a user controls whether a user can return a billed invoice.

Configuration

POS > Transactions > Search

Skip Rewrite Wizard Screens With Only One Option

During an Agreement Rewrite, when there is only one Agreement group available and the agreement payment allocation screen cannot be edited, the first page a user will see is the agreement selection page. In addition, when there is only one Bundle available, it will be auto-selected and the user will skip to the next page in the agreement wizard.

Important Notes

  • The back button is enabled if a user does want to view a skipped page.

Do Not Include Unavailable Rewrite Reasons

If the Agreement being written has already been billed, MoSo will no longer display any rewrite reasons marked as Prior to First Billing Only.

Configuration

Cancel Reasons > Prior to First Billing Only

Revised Standard Report Selection Menu and Report Names

The following reports have been added or moved from the Financial category:

These reports have been added or were moved from the Financial section.
  • Financial Reconciliations
    • AR Reconciliation
    • Billing Reconciliation
    • Manual reconciliation
    • MOSO Pay Statement
  • Collection & AR
    • Accounts Receivable Collection
    • Accounts Receivable Aging
    • Payments - Past Due Invoices
  • Gift Card Management
    • Gift Card Liability
    • Gift Card Sales
    • Gift Card Redemption

The following categories have been renamed:

New Name Old Name
Staff & UsersEmployees
Sales & MarketingMarketing

The following reports have been renamed:

Category New Name Old Name
ActivityActivity Usage - DailyDaily Activity Usage
ActivityActivity Usage - WeeklyWeekly Activity Usage
Staff & UsersStaff/User InformationEmployee Information
Staff & UsersStaff/User Time ClockEmployee Time Clock
Staff & UsersStaff/User CommissionsPerformance Commissions
Staff & UsersStaff/User PermissionUser Permissions
FinancialPayment Tender AnalysisTender Analysis
FinancialSales Revenue(moved from Sales/Marketing)
FinancialTransaction List by InvoiceInvoice List
FinancialTransaction List - Manual InvoicesManual Transaction List
FinancialTransaction List - Non Agreement Sales(moved from Sales/Marketing)
ConfigurationBundle PricingBundle Availability
ConfigurationBundle Details ListBundle List
AgreementsAgreement Sales(moved from Sales/Marketing)
AgreementsAgreement Initiations - Non Finalized AgreementNon Finalized Agreement
Check InsBusiness Unit Hourly SummaryCheck In Hourly Summary
Check InsMember Daily SummaryDaily Check Ins
Check InsMember Weekly SummaryWeekly Check Ins
Check InsMember SummaryCheck In Summary
Check InsMember Usage LookupCheck Ins: Low Usage
BillingPre Billing - New Invoices DetailPre Billing Detail
BillingPre Billing - New Invoices SummaryPre Billing Summary
BillingBilling Payment BatchesPost Billing - Batch Summary
BillingBilling Payment DetailPost Billing - Batch Details
SchedulerMember ActivityCustomer Activity
SchedulerDaily Service Provider ScheduleDaily Employee Schedule