Features
The latest build of MiMembership has a range of new features, small improvements and some bug fixes.
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New allocation screen. Allocation of credits (POS payments, transfers, credit notes) to any debit transaction. Allocate POS transactions that are applied as top ups to subscription account.
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Allocations – work flow. Prompt user to deal with outstanding credits before paying an invoice.
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Accounts Repo – Unallocated Amount column
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New Report – Account Balance Summary
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Custom Genders
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Business Name search
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Post payments to general ledger in detail
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Filter by account on Total invoiced by charge type detailed and summary reports
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Have the ability to send a member number update to the pos cache.
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Add Payment Receipt # to Suggestion Panel on completion of payment.
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Quick pay dialogs for invoice, accounts and payment plan Instalments
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Create Generic Number Generation for Member Identifier Types.
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Add total of the amount in default in the header of the unfinancial member widget
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The ability to refund a member any amounts from their top up / pos wallet account when a member resigns
-
Adhoc invoice with random charge able to be linked to Membership and thus drive financial status / booking rights
-
Display Payment Plan Options on online view of invoice
-
Add GL posting information to transactions
-
Allocation of Credit Notes to POS Transactions
-
Extended data sent to POS through accounts cache (eg: DOB)
The full list….
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Title
|
Type
|
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Eynesbury – business name field content disappears
|
bug
|
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Member Draw
|
feature
|
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Aged Balances report error at Mt Osmond
|
bug
|
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Gender mapping for golf
|
feature
|
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Can’t add second relationship between two members
|
bug
|
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Sending failed ezidebit payment again
|
bug
|
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Duplicate Statements being created.
|
bug
|
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Business Name search
|
feature
|
|
Credit Limit Information Required – WAGC
|
feature
|
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Incorrect lines on credit note
|
bug
|
|
Member flagged as deceased in error – needs to be reversed
|
feature
|
|
Expiry details not displaying on Credits
|
bug
|
|
Unfinancial Members widget not updating
|
bug
|
|
Gosnells member 5816 – house credit issues
|
bug
|
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Post payments to general ledger in detail
|
feature
|
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Allocation Display – Credits from promo discount not included in credit totals.
|
bug
|
|
Import of Members/membership groups – incorrect join date.
|
bug
|
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Data Import – Membership group start and end dates created based on import date and not join date
|
bug
|
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Aged Balances report can’t be run
|
bug
|
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Total invoiced by charge type detailed and summary reports
|
feature
|
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Adding a family relationship when gender is set to anything but male or female
|
bug
|
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Can’t allocate a credit note against a transfer on the subs account
|
bug
|
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Aged Balance report running in background
|
feature
|
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Total Invoiced by charge type reports
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bug
|
|
Bulk action export facility access
|
bug
|
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Member Draw – make module
|
feature
|
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Have the ability to send a member number update to the pos cache.
|
feature
|
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Aged Balances Report timeout / exception
|
bug
|
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Financial Reports – with imported subs balances. Revenue by membership period, payments by membership period, invoiced by charge type etc….
|
feature
|
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Moving reports from the default report type
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bug
|
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Card _number for Murrumbidgee
|
feature
|
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Entrance fee invoices imported without GST
|
feature
|
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Imported payments not allocating
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bug
|
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mt Osmond – unfinancial notice
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bug
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Add totalWithSurcharge to the instalment reminder document service (instalment remittance)
|
feature
|
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Delete Expired Funds transaction
|
feature
|
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Deceased member not showing as Deceased
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bug
|
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BPay number incorrect at Headland and Mt Osmond
|
chore
|
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Sanctuary Lakes imported BPay numbers
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chore
|
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Credit Limit on account – move from display options accordion to top right.
|
feature
|
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Aged Balance report and Member Balance reporting incorrect balance
|
bug
|
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Sanctuary Lakes Integration Error
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bug
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Credit card refund not posted to GL
|
bug
|
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Expired funds allocated to Credit Note causing an error
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bug
|
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Total Invoiced by Charge Type detailed and summary
|
bug
|
|
Display of outstanding payments/invoices (accordions) on Account page changes depending on URL
|
bug
|
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Quick Search “more results” link does nothing
|
bug
|
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Resigned Members not updating when resigned on future date.
|
bug
|
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Group Charges – Show Expired Charges In Config.
|
feature
|
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Timeline Dates Incorrect
|
bug
|
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Member Directory member number
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bug
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Mt Osmond – Add Payment Receipt # to Suggestion Panel on completion of payment.
|
feature
|
|
Error when editing member
|
bug
|
|
Exception – Ezidebit customer ID number not set on member but member has ED reference number in MiM
|
chore
|
|
Mt Osmond Unfinancial Notice Error
|
bug
|
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Disabled Account types showing up in account selection when editing invoice.
|
bug
|
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Error logging in to staging1
|
bug
|
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Members Draw report name incorrect
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chore
|
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Document caching – date stamp file
|
feature
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|
Title
|
Type
|
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Quick Search – add business name field to results
|
feature
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Custom field type number adding unwanted decimal
|
bug
|
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Allocation error
|
bug
|
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Allocate POS transactions that are applied as top ups to subscription account
|
feature
|
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Membership Card Lookup – Stonecutters
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bug
|
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Document Template error – Account Notice (when downloading both overdue and defaulted)
|
bug
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Allocations – Menu rename – Allocation of Credit
|
feature
|
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Allocations – add Auto Allocate button
|
feature
|
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Allocations – Sort/Order of debits. Make payment plan options last on screen display.
|
feature
|
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Allocation – Display credits as negative amount
|
feature
|
|
Allocations – work flow. Prompt user to deal with outstanding credits before paying an invoice.
|
feature
|
|
Reword Advanced payment option to More payment options.
|
feature
|
|
Unallocated Accounts Accordion
|
feature
|
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Add total to unfinancial member widget.
|
feature
|
|
Create Generic Number Generation for Member Identifier Types.
|
feature
|
|
Aged Balances report includes members twice
|
bug
|
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Accounts Repo – Unallocated Amount column
|
feature
|
|
New Report – Account Balance Summary
|
feature
|
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Add ability (or process) to refund credit balance in top up accounts
|
feature
|
|
Import of Memberships
|
feature
|
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Sawtell card_number
|
chore
|
|
Error on member import for Brighton Lakes
|
chore
|
|
Magenta Shores Statement Error
|
bug
|
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Payment Plans – Not sent to Ezi Debit cant be made defaulted.
|
bug
|
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Headland Error printing invoice when no address in member details
|
bug
|
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Magenta Shores Ezidebit send failing
|
bug
|
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New Allocations screen issue with Bendigo
|
bug
|
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General Ledger Summary and Detailed reports are incorrect
|
bug
|
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Error allocating credit note
|
bug
|
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Enable allocation reports under financial tab at Bendigo
|
chore
|
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WAGC Database error – member 3473
|
chore
|
|
Discount Amount on Membership Change Credit Lines appear to be not being negated.
|
bug
|
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Change of Membership Invoices were updating the old membership invoices when creating the credit.
|
bug
|
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Enable Brighton Lakes pro rata methods
|
chore
|
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When Editing Payment Plan for member, stay on that member’s information
|
feature
|
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Gosnells Allocations Tab causing blank modal on invoices and invoice error
|
bug
|
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Gosnells House credit issues – Undo allocations/ $0 payments
|
feature
|
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Reversal of unallocated payment
|
bug
|
|
Facility repository export additions
|
feature
|
|
Stonecutters – Change credit note expiry date
|
bug
|
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add reference field to invoice, payment, statement exports
|
feature
|
|
Move Mark as Sent to GL button
|
feature
|
|
Add date filter to GL Integration for journals that have been posted to GL
|
feature
|
|
Add Auto Offset Checkbox to Pay Account Dialog
|
feature
|
|
House credit division by zero error
|
bug
|
|
Advance Payment Screen Error Saving Payment
|
bug
|
|
Unfinancial members don’t have handicap after payment
|
bug
|
|
Allocation of payment not applying credits
|
bug
|
|
Adhoc invoice with random charge able to be linked to Membership
|
feature
|
|
Add ability to select and pay any debit transaction (incl POS transactions)
|
feature
|
|
Allocation of Credit Notes to POS Transactions
|
feature
|
|
Add the ability to remove a manually sent journal
|
feature
|
|
Allocation of payment at a future date
|
bug
|
|
javax.el.ELException in POST /views/admin/accounts/displayAccounts.xhtml
|
bug
|
|
javax.faces.FacesException in POST /views/admin/accounts/displayPaymentPlanInstalments.xhtml
|
bug
|
|
User login errors at Eynesbury and Clifton Srpings
|
bug
|
|
Brighton Lakes users not receiving activate emails
|
bug
|
|
Outstanding invoices not loading for payment
|
bug
|
|
Gosnells – adding charge to group error
|
bug
|
|
Error when creating a refund
|
bug
|
|
Member Draw – Security Role required for Draw Operator
|
feature
|
|
Murrumbidgee – delete 2 transactions
|
chore
|
|
Woolooware GC – Requires 2 membership cards
|
feature
|
|
Allocate Payment Option in Dropdown to be redirected to new allocations Screen
|
bug
|
|
Eynesbury – enable allocation reports
|
chore
|
|
WAGC – paging between transactions on account
|
bug
|
|
Add GL posting information to transactions
|
feature
|
|
Incorrect dates on timeline
|
bug
|
|
Remove text ‘POS transaction’ from Reference in statement
|
feature
|
|
Can’t get Ezidebit customer number
|
bug
|
|
Allocating Overpayment causes Stack Trace
|
bug
|
|
POS transactions causing problems adding payments
|
bug
|
|
Transfer screen – change wording
|
feature
|
|
Change wording in error screen when attempting transfer from non transferrable account
|
feature
|
|
Journals that are manually sent showing as failed
|
bug
|
|
Allocations – Credits screens different from accordian and account action dropdown
|
bug
|
|
stonecutters – expire house credit issue
|
bug
|
|
Online Invoice Payment Plan Options
|
feature
|
|
Re-enable job codes at Gosnells
|
chore
|
|
General Ledger reports not including POS transactions
|
bug
|
|
Date on age balance report PDF download incorrect
|
bug
|
|
Background Report Changes.
|
feature
|
|
Edit unallocated payments report to show unallocated credits
|
feature
|
|
Display outstanding credit with a minus sign
|
feature
|
|
dialogue – payment dialogue box
|
bug
|
|
Reversal of allocations option needs tweaking
|
bug
|
|
Changing Group – combined invoice / credit notes incorrect
|
bug
|
|
Refactor Pay Invoice, Account and Instalment Dialogs to work the same way.
|
feature
|
|
Need ability to add surcharge calculation for overdue account value
|
bug
|
|
First Name not being sent through to EziDebit.
|
bug
|
|
Print invoice #1078 at Headland fails
|
bug
|
|
Prototype New Allocation Screen
|
feature
|
|
Account action button not displaying correctly
|
bug
|
|
Payment Options Menu Change
|
feature
|
|
Report date testing – issues
|
bug
|
