Release Notes for version 3,0,1,964

• May 10, 2018

Version information 3,0,1,964.
The following changes have been made to HART PMS since the last release.
Appearance changes that do not affect the functionality of the application e.g. field width, colour changes or button rearrangement are not mentioned in this document.

RESERVATIONS:

NEW:

Not valid Credit Card not present transaction will not create deposit in HART PMS.
Room Rack right panel aligned.
Bookings: The Billing Receipt is again editable.
Golf→ Sunset added Create button to create the slots.
Modify button in Bookings replaces the Cancel button. It prompts with all Cancel/TurnDown Status and then prompts for Lost Business Reason.
Proformas forced to Portrait print mode because it depended on the PC print default.
Function and Group added P(roforma) column + a button to toggle select all/select none. Every reservation that has the P checked, is included in the Function Proforma.
Reservation and Function Status: Added new Stage: Turn Down and renamed Turn Away to Lost.
Account Wizard (the F8 when we search for Accounts, Companies, Agents) also has a search by PostCode and the Supress checkbox was renamed to Show Bookings.
New Function Status “Option”. To be implemented as Second Option in the future and will allow more than one resas in the same room on the diary.
Function Contract text is now configurable (Configuration→ Functions→ Contract tab).
Attendees notes display in Function Sheet.
Added Invoice logo per Unit (Configuration→ Access→ Folio→ Top right: a Unit dropdown is added).
Added Invoice Footer text per Unit (Configuration→ Financials→ Units→ Footer Text section). These texts exist automatically inside the Folio Design.
Transfer Deposits to Folio is no longer an option.
Golf Booking: Member button searches for the Guest name.
Golf Booking: Added Confirm button which retrieves the template from the Cloud.
Function Log: added Lost, Turn Down.
Group “Mess/Loc ” tab entries are sent to individual bookings of the group as well.
Proformas prompt for Agent/Company/Agent as Issuer.
Function Rate Query fetches single occupancy.
Removed Not Agreed billing type from Room Reservations and Function Reservation.
Proforma Banquet saves into the shared folder (if option checked).
Proforma Banquet gets a sequence per printout.
Room Reservations that have Locked Rates (come from Web) does not let you modify Arrival, Departure if you do not unlock the Rates manually.
Guest Profile→ Capture button now prompts for jpg file containing the guest picture, it renames it after the ID (guestID.JPG) and copies it in the M: map drive. Clear button deletes it from M:

FIXED:

Restaurant→ Times button creates restaurant slots.
Function Proforma and Payment Terms were modified to incorporate the P(roforma) feature.
Room Rack Agents colour fixed.
Restored Scheduler button and now opens Golf Scheduler.
Golf Diary: Fixed copy/paste and added cut/paste.
Golf Diary: It will not display bookings out of the scheduled times of the day.
Golf Start Sheet: When Editing a Golf resas and the Golf Booking window opens, its type is set automatically on the right.
Group Rates Recalculate button recalculates Packages/Sevices as well.
Zbeds renamed to XBeds

FRONT DESK:

NEW:

Voucher with Postage.
Invoices can directly be sent as emails instead of being printed (Email Invoice button added in all Check Out windows and Cash Card windows).
Fixed Credit Note in tab Invoices.
Member POS Overdraft changes.
In Modify you can transfer between Included and Not Included folios. When of the same Include, it works as it used to. When different, it inserts one minus amount entry for today for the old folio and a normal one for the new folio of the current hotel day. In the right hand side, the Not Included Folios are marked using a purple background.
Cash Card: When no Debit entries exist, the Save button (previously named Print Invoice) does not issue an invoice, so this can be used for transferring payment methods.
Non Direct Debit Members can delete (not the Posted and the past Revenues).
Cashier→ Lost tab Fetches the “lost” transactions of the current day and gives us the chance to Modify. Select one transaction→ Press Modify→ the Transfer window opens.

FIXED:

Vouchers→ Credit Cards not tresent fix (value and postage must be inputted before pressing the Credit Card button).

SALES OFFICE:

NEW:

Accounts: added an Export button which exports all customer’s billing details in an Excel file (BillingDetailsExport.xls) inside the HART folder.
Guest Query has SMS functionality by double clicking the SMS Template. Requirements: to have the SMS interface.

MATERIALS:

FIXED:

5 and 6 digit prices in Deliveries show correctly now.
Deliveries without Items (but having some of the Items linked to Cost Centres) should not make the Cost Centre selection stuck anymore.

FINANCIALS:

NEW:

Sales Ledger→ Charge button does not allow to proceed to Late Charge if no Folio Id exists (POS transactions).

CONFIGURATION:

NEW:

Global→ Advanced new checkbox Log which logs the Terminal Verifone communication inside HART folder (terminal_verifone.txt)..
Global→ Advanced → Added Correction Folio (to be used in Modify for Pending Folio entries).
Lost Business reasons (Reservations and Banquet) added flags Cancel, Lost, Turn Down.
Added logo per Proforma Function ,Function Sheet, Function Contract (Access).
Global→ Segment Source has 3 options (Rate Plan, Booking, Guest). If empty it goes from the Rate Plan. Added utility in Panel to amend Segmenting if Segment Source is Booking.
Global→ Grant Credit option: When checked Companies and Agents that are created have Credit granted.
Access: Printers by user. You can add the user at the bottom part of the window, after previously selecting the printer at the top.

HOUSEKEEPING:

NEW:

Added OOO for Function Rooms (Housekeeping). When adding an OOO it checks if there is allocation for the date period. If yes, it prompts for un-allocation. If user confirms it removes the finction rooms, else OOO entry fails. When user confirms deallocation the action is being logged and can be retrieved from the Deallocations button. On the other hand, when we allocate function rooms it checks if OOO.

REPORTS:

NEW:

Deposits Report→ Unprocessed Deposits selection does not have a Calendar anymore.
All reports that show Lost Business status, now are showing the Turn Down status as well.
Lost Business report added Nights.
Upgrade displays in Arrivals, Stay Through reports as a checkbox.
Added Unit in Arrivals/Departures/Stay Through reports.
Event List report added filters.
Profit and Loss report: changed the report selection dropdown to radio buttons.
Added Report→ Sales→ Upgrades report.
Arrival report: added Rate Room Type.
Departure report added Sharers checkbox as Arrival report does.

FIXED:

P&L Report→ Departmental fetches the Departments dropdown list.
Commission report calculates properly.
Added scrollbar in the Channels list in Web Availabilty/Rates report.
New Business for Room Bookings works with Create Date and not reservations_log.
Fixed Housekeeping Items report.
Revenue Report checkbox (Stats, House) visibility fixed.

POS:

NEW:

Added Summary button (called Summary beside the Exit button) that prints all the items/prices of the order and the total amount.
Discount more than 99% is not allowed.
Member Discounts ONLY by Outlet/Category/DateRange. No Department selection anymore. Outlet must be ALWAYS set.
In table popup, if you input + and then swipe card, the table will get the Member name and some of the member details (membership, balance etc) will be stored as long as the order is up. It displays the member balance – the items – the member discount in the Order footer.

FIXED:

Reopen an order which was closed as Debtor, deletes the Debtor record in the Sales Ladger.
Service charge does not take the Included into consideration.
Member Statement from the Statement button AND from the Top Up button should work and print to the report printer. The one from the TopUp used to print text printouts to the receipt printer which was obsolete.

GENERIC:

NEW:

Swipe Member Card new algorithm.
Modify for Pending Folio reengineered, in order for the users to be able to deal with all unprocessed deposits and open orders in there.
WorldPay certified version.
Added Accountant (MC) accounting interface.
Added SMS interface.
We keep Credit Card series and Expiry for Protel XN.
HART stores emailed PDF attachments to the shared folder.

FIXED:

Invoices get their dates from the System either original or reprinted.

GREEK SPECIAL TAX:

• The Greek special tax circuit is created and working for all future bookings (ask your Support Team for instructions).
• Special Tax invoices have folio copies and Reprint.
• Special Tax invoices can be turned to SL folios by changing the Paid By field in Billing and checking the SL checkbox. Then on CHO they appear in the Transactions of the Sales Ledger window.
• The Special Tax report is a selection in the Revenue Report.
• Greek Special Tax Invoices display the Invoice No of the referred Invoice.
• When Folio is Special Tax users cannot change M.
• Group Booking→ Added a Special Tax Sum button that gathers all the Special Tax of the individual reservations under Special Tax folio(s) [depending on units involved under Group. The Groups Resas should be Checked In. The individual Resas should be CheckedIn, have Active Folios and have no Invoice on the Special Tax Folios.
• Invoice List added Receipt Type (so they can filter Special tax etc).
• Special Tax folio is not recreated every time the Billing type changes.
• Special tax report includes manual transactions to the Special Tax departments as well.
• Modify works for Special Tax folios.

Share it...