Upgrade Available - v8.16

Version 8.16 is now available for your club to upgrade. This release (containing both 8.15 and 8.16) includes the following:

New Features

• Add a new option to AutoUpdateFinancial to allow financial status to be based on open invoices, and also combine AutoUpdateFinancialAllTypes and AutoUpdateFinancial parameters. This makes four options:
1. All - financial status based on total financial position
2. Subs - financial status based on subs financial position
3. Open Invoice - financial status based on any open invoices of any type
4. Manual - financial status not updated automatically
• Add option to not allow event ticket, meal or merchandise purchases when the member is not financial (based on OnlyAllowPurchasesWhenFinancial parameter)
• Add filter to committee invoices page to allow selection of different member subsets to work with. Options include Members only or Non-members and Hidden members, Financial or Unfinancial members, Family with or without email address and members with an open subs invoice but no bookings

Fixes

• When using a credit note to pay an invoice where the credit note type is different to the invoice type, then need to add transactions to transfer the amount between the two types (only applicable when not using type for credit notes - see UseTypeForCreditNotes parameter)
• When using the Edit Person option to change a booking from cancelled back to accepted, resolve the error that was stopping an invoice from being reopened
• Payment page displaying "no open invoices" when there are open invoices to pay
• Fix bug where invoices not rolling over to overdue
• Add refund option back in on credit notes (was accidentally removed when UseTypeForCreditNotes functionality was introduced)

Smaller Changes

• On the payment complete message, add a link back to the member's financial summary page
• Resolve error ("transtype") when making a payment using a credit note
• Update financial summary and members open invoices pages to display all open invoices regardless of date
• Change Pay Later button on committee payment page to be Cancel, and save button on member payment page to be Pay Now

Please contact me if you would like to schedule an upgrade for your club.

As always, this release and full release notes for all versions are available on the demo site: www.clubsystem.co.nz.

Upgrade Available - v8.14

Version 8.14 is now available for your club to upgrade. This release includes a couple of exciting new features to simplify making payments and using credit notes for members, as well as several smaller changes and fixes.

New Features

• Add a message box to the top of the page with invoice details and a link to pay invoice when a member who has an open invoice to pay logs in (you will need set showOpenInvoices parameter to show this message box - turned off by default)
• Allow invoices to be paid with any type of credit note, and hide credit note types (you will need to set UseTypeForCreditNotes parameter - set to show types by default) - note that all manually created credit notes will have type set to "other" in the back end

Fixes

• Add version querystring to SYB background images to stop caching of old versions after upgrade
• Update the booking calendar so periods with no booking period set up display the same as disabled periods (i.e. red backgrounds)
• After record payment for credit note, the link to "View all transactions" doesn't go to transaction page

Smaller Changes

• Allow to have a single screen for SYB (i.e. remove requirement to have a full lodge image, to select an area of the lodge, if the full image with bunks is small enough to fit on a single screen
• Add Lodge Officer Credit and Gift to payment code options parameter
• Increase max number of transactions displayed to 200 (was 100)
• Update invoices & credit notes search to ignore all other search criteria if any invoice ids are entered
• Add filter / search to work parties page so can find older work parties, and increase max displayed to 100 (was 50)
• Update wording on Generate Login page to make it clear at which step the login is actually created (first Find Member, then Create Login)

Please contact me if you would like to schedule an upgrade for your club.

As always, this release and full release notes for all versions are available on the demo site: www.clubsystem.co.nz.

Release Schedule Updated

The Release Schedule has been updated today to reflect some planning changes I have had to make. Version 8.14 is undergoing final testing and will be available to clubs from 8 November. There will be one more release before Christmas (likely around 15 December), and then the next release will be mid-February.

Let me know if you have any questions, or any extras you want considered for the release that aren't already in the lists:

• Next Release
• Upcoming Releases
• Future Bucket