Process Rejection File            (D#85)
:- LogiQ Path: Direct Debit > Direct Debits History\Rejections > Process Rejection File:
Fixed an error that could occur when user tried to process the Rejection File in Excel Format. The error would occur if the user would select all rows (including empty rows) from Excel sheet to process. Note: LogiQ will treat the empty row as an Error entry, so please ensure to provide the valid data.

Rejection File Wizard           (D#99)
:- LogiQ Path: Direct Debit > Rejection File Wizard:
This wizard received a couple of fixes -

1. Modified user entries validation for the MS Excel file format to present warning or error messages when the file format is incorrect or the worksheet name is missing.
2. Modified to read the correct customer reference if the data is padded right with blanks.
3. Fixed an error that could occur if the file format had been set as MS EXCEL, but the text delimeter was missing.
4. Fixed an error that would occur when the rejection file path length was more then 50 characters.

Direct Debit Rejection problem when ordering items in List View           (D#129)
:- LogiQ Path: DD > History/Rejections:
Incorrect customer can be rejected when user tries to reject direct debit transactions) after changing the default sorting order. You can now click on any column header to change the sort order.

Rejection File Wizard
:- LogiQ Path: Direct Debit > Rejection File Wizard:
A new parameter Maximum Number of Errors has been added to indicate the maximum number of errors allowed when reading the file. This would allow to process the files with a summary or any extra information.

Invoicing ATO modification           (F#170)
:- LogiQ Path: Invoicing
Invoice format has been modified to comply with ATO regulations.

Invoice Message          (F#170)
:- LogiQ Path: Invoicing > Invoice Run > Invoice Settings dialogue
Added option to display a customer message on the Invoice. Invoice Template settings - Customer Message and Trading Term message. A User with admin rights or higher can enter the messages. There is also an option to copy the settings from another venue.

Invoice printed with incorrect Venue details            (F#165)
:- LogiQ Path: Invoicing
It was possible to print an Invoice with incorrect Venue details when switching Venues, this has been fixed.

Biller Name for the invoices           (F#299)
:- LogiQ Path: Invoicing > Run Invoice
Added the ability to have the Biller Name on an Invoice if it was specified in Invoice payment method details. If the Biller Name is omitted, the Customer Name will be used.

Members Birthday report           (F#146)
:- LogiQ Path: Report Centre > Membership Tab > Members Birthday report:
Added a new option to Select Customer Type, with a choice of Member, Student or Casual.

1. Credit Card about to Expire
2. Direct Debit Analysis
3. Course Analysis
4. Cash Analysis
5. Control Ledgers
6. GST Totals
7. Ledger Detail

1. Fixed - Duplicated entries have been removed for Void and Refund transactions.
2. Fixed - Added Transaction Type Description (and a column).
3. Fixed - Reconciled and unreconciled transaction types will be displayed for the Casual Sales type.
4. Fixed - Transaction Count column now shows the correct number of transactions for the corresponding group.
5. Fixed - Added a new column Transaction Quantity to display the total transaction quantity for a given group.

1. Course Classes Summary
2. Course Income by Course Type
3. Course Summary
4. Student Attendance

Invoice report
:- LogiQ Path: Report Centre > Financial tab > Invoice report
          (F#299)
Added Biller Name parameter

Booking by Sales Date report modifications           (F#305, 306)
:- LogiQ Path: Report Centre > Bookings tab > Booking by Sales Date report
Added Activity parameter and new exported details column Card Number.

Booking by Sales Date summary new parameter           (F#305)
:- LogiQ Path: Report Centre > Bookings tab > Booking by Sales Date Summary report
Added Activity parameter.

Visits Analysis Report issues           (D#190, 196)
:- LogiQ Path: Report Centre > Memberships tab > Visits Analysis report
The Visits Analysis report had a bug that caused it to not show Membership and Single Use Pass visits if all Gates weren't selected as a search option. This has been fixed. Also, the 'Select All' checkbox under the Casual Activities list parameter would be greyed out if there was only 'TPOS' listed as a gate in the 'Select Gates' list. This has also been fixed.

New Memberships report - not in alphabetical order           (D#195)
:- LogiQ Path: Report Centre > Memberships tab > New Memberships report
The New Memberships report was not in alphabetical order as intended. This has been fixed.

VirtualPOS and Authorisation type field            (F#320)
:- LogiQ Path: Direct Debit:
Added an option to specify the Authorisation Type field for the VirtualPOS credit card file, as referenced in the "Commonwealth Bank - Quick Reference Technical Guide - Focus on: New VirtualPOS BatAuth feature".

VirtualPOS and Authorisation type field            (F#320)
System Navigator > General Options > Direct Debit Venue Details:
Added an option to specify the Authorisation Type field for the VirtualPOS credit card file, as referenced in the "Commonwealth Bank - Quick Reference Technical Guide - Focus on: New VirtualPOS BatAuth feature". User may use this feature to specify the Authorisation Type field for VirtualPOS credit card format. Options are:

1. M = Mail Order
2. T = Telephone Order
3. R = Recurring
4. E = E-commerce
5. C = Customer Present

Permissions to modify the membership sale fees. The following system settings regulate if the membership fees could be changed.
1. Membership Sale: Admin Fee can be changed
2. Membership Sale: Joining Fee can be changed
3. Membership Sale: Pro-rata can be changed
4. Membership Package Fee change is allowed
5. Added a new setting 'Membership Sale - Initial Fee options can be changed'. When selected, Initial Fee options (Pay Pro-Rata upfront, Pay First Scheduled Payment upfront and Add Joining & Admin Fee to First DD) can be changed by the user when a membership is being sold. Note this setting would not apply to those options that have been selected (check box ticked) in Facility Navigator.
6. New Feature -Administrator approval required for membership sale adjustments. If the setting is ticked, only an administrator would be allowed to change the fees (if the change is allowed by the corresponding setting). A non-administrator user would be able to change the fees with the administrator approval by clicking on Get Admin Authority button and entering administrator user name and password. User can click on '?' icon to view the information on fee changes security. Using this utility will be recorded into the LogiQ log (refer to customer Activity log).

1. New System Navigator setting Membership Price Change is allowed
2. New Lookup Table Membership Price Change reason

1. Removed setting Show Activity Log in TPOS(System Navigator > General Options > Settings). Activity Log can be opened by clicking the Activity Log button on Customer Profile.
2. Memberships and Decrements Table can now list as many as needed (previously limited to 3 memberships & 5 decrements), and have been enhanced with easy access to their respective management and payment dialogues.
3. Added a column to the list of customer memberships to display Total Balance for Variable Cash and Term (Deferred payment plan) memberships (it is the total amount customer owes, the payment might be due in future, refer to status). Also, clicking on the 'Membership Balance' column in TPOS profile > Membership List will now display the 'Membership Payments dialogue'.
4. Added "Last customer visit" details to the Customer Messages.
5. Added list of Enrolments.

If other types of transactions, ie stock sale, have been created in the same batch, the refund for those transaction would still be allowed.

The dialogue has been modified:

1. Added Totals for the receipt
2. Added column Refunded to display the amount refunded previously for each transaction
3. Added Refresh button to reload the transactions from the database for the entered receipt number

   The Refund procedure has been modified:

   1. The refund procedure has been modified with added validation to ensure the refund for the transaction is only for the transaction from the list with Refund Now amount more then zero
   2. Do not allow to refund negative transactions. Do allow to process the refund if Refund Now amount is the same as original amount.

1. Changed some labels - Reference No, Cashier, Date
2. Added TAX INVOICE header, Venue address, telephone, fax, & ABN lines.
3. Also modified the System Navigator "Docket Format" sample.

1. TPOS Pre-Sale mode can be setup for a User Group in System Navigator. The option has been renamed from "Disable Cash Receipts" to "TPOS Membership Pre-sale mode". It is allowed to give permissions to access TPOS, Customer Manager, Access and Reporting modules but only for a Pre-Sale User group.
2. Changed text for a static button from "Lay" to "Pre-Sale"; text would be displayed only for a User from "TPOS Membership Pre-sale mode" User Group.
3. Changed a caption on TPOS screen from "Layaway User" to "Membership Pre-sale mode".
4. Added label "==Pre-sale==" for the pre-sale memberships in the Customer Profile report (Print Customer Profile).
5. The outstanding Pre-sale transactions would not be loaded in TOPS if user is in Pre-sale mode. The warning message will be presented "This customer has outstanding Pre-Sale transactions."
6. The outstanding Pre-sale transactions would be loaded in TOPS if user is in any mode other then Pre-sale mode. A warning message will be presented "This customer has outstanding transactions that must be paid at reception."

1. The Customer Payment Schedule dialogue has been renamed Membership Payments
2. The TPOS membership payments procedures has been revised:
   
3. The customer outstanding payments are displayed in a list (Outstanding Payments). We do not display the details of membership that user has selected from the calling dialogue Customer Status. To view the membership details of any payment from the list double-click on the entry or click on button 'Details'.
4. Total balance displayed is the total outstanding current balance for a customer (payment schedules + variable cash).
5. To display payments due to be paid in the future tick Show Future Payments box.
6. The continuous memberships do not have future payment schedules recorded in a system. The next future payment is generated by the DD Run. It is allowed to create and pay for the future Direct Debit payments: refer to Continuous memberships section. Select the membership from the list presented and click on button Generate payments.The dialogue Schedule Payments will open. Enter the 'Number of Installments to Generate' and click OK. The future payments will be generated.
7. Added link to Customer Payment schedule - click on button View all Payment Schedules.

1. List of transaction backcolour changed from grey to white
2. Refund entry fields to yellow.

1. The existent membership cost calculation sample has been removed. Added a button View Sample Membership to allow user to use Add New membership dialogue in read-only mode.

Modified interface
1. New style; added Icons, Colours, and altered layout
2. Added Payment Plan duration column to the list of payment plans.
3. Loading payment plans list and Membership Package Details are now faster.
4. Removed the option "Add Initial Fee to first DD"
5. Added an option "Pay Pro-Rata upfront".
6. Added an option "Add Joining & Admin Fee to First DD Payment".

Some general changes:
1. Sale Status must be selected. The default value for the Sale type would be set to New Member. Membership cost calculation details (with the settings description) will be saved.
2. User must select the Fixed Term Start date. Added validation for the Start Date - Fixed Term Start and End dates. Fixed Deferred plan number of payments and cost calculation. It is possible to change the package fee but note - if the fixed term membership setting 'Always charge full Package Fee' is set to False (un-ticked), the Pro-rata would be calculated based on the Sale Fee as follows: [Sale Fee] × ([Days Purchased] ÷ [Total Days in Fixed Term membership]).
3. Lump Sum and Variable Cash - Added option to change membership fee. The change will be recorded in Customer log.
4. Revised Pro-Rata calculation for Deferred memberships. All Deferred payment information is displayed in Info window.

1. Fixed problem in Customer Manager > Main > Renew Membership where the default Sale Type on Add New Membership dialogue is New Member. Fixed to set status to Renew.
2. Fixed inconsistent use of terminology in Sale information.
3. Joining Fee And Admin Fee part amount could be lost while user tries to change start date and some other non-related membership properties. This has been fixed.
4. Incorrect Pro-Rata can be displayed after the membership properties (Join Fee, Start Date etc.) have been changed. Pro-Rata Fee combo box has been replaced by a text field and a check box Waive Pro-Rata. If check box has been ticked, this text will appear - "Full Pro-Rata amount is $....".
5. There was no information in Sale Info text about initial Joining Fee, Admin and Pro-rata values. This has been added.

1. The Payment Plan setup option "Add Joining Fee to First DD Payment" has been changed to "Add Joining & Admin Fee to First DD Payment".
3. Removed Deferred method option 'Continuous Payments' for the Term Payment plan (Deferred Type).

Interface changes:
1. Increased dialogue size to allow more space.
2. Added Tool bar.
3. Modified list of students - bigger font, more details (Name, CustNo, DOB, Balance, Attendance), added icons (owing money, pending enrolment)
4. Added option to View\Edit student attendance by clicking the Attendance button. (Attendance change is recorded into the enrolment audit log).
5. Added option to reprint Student Enrolment Docket (Tool Bar > Student Schedule).
6. Added option to display the corresponding Course Enrolments dialogue - Profile > Enrolment Details > Go to Course button.

1. 'Allow Printer Selection' dialogue will not be presented when only 'Open Cash Draw' action is required.
2. A message "Docket Printer mapping has not been setup!" would be presented when loading TPOS if the Docket Printer Mapping has not yet been setup (display time is 2800 ms, or the user can click on 'Close' to close the message).

Manage Decrementing Pass Dialogue changes:
1. Modified Interface: added Tool bar, images and some extra information about the Decrementing Pass
2. Added View Log feature to allow viewing the history of Expiry Date changes and "Voids".
3. Added Print Decrementing Pass feature to allow printing a Reference docket for a Decrementing Pass docket.
4. Modified to request an admin rights for a user to allow modifying the Expiry Date.
5. Added a warning message to verify if a user has selected the correct Usage to void - "Are you sure you want to void the recorded usage on...".
6. It is possible now to change the Card Number of a Standalone Decrementing Pass. The change will be logged.
7. It is now allowed to view and modify the expired decrements. The label EXPIRED. READ-ONLY will be displayed for an expired decrementing pass. To modify the expired pass a user needs to get authorisation (it will be recorded in a log). Click on Allow Modify and if a user does have an administrative rights, the Void and Expiry Date buttons will be enabled. It is required to verify the card number of an expired Standalone decrementing pass before modifying it. If the original number has been used by another decrement\customer, the modification will not be allowed. .

1. Revised interface
2. Increased speed search results will appear
3. Added option to search by Home Phone
4. Added option to Show\Hide deleted records
5. Added option to Show\Hide the standalone decrementing passes
6. Added option to view\edit a standalone decrementing pass (view Task Manage Decrementing pass)
7. Added option to order entries in a list.

1. The contacts are listed in a list view, text is displayed in a text field (click on item in a list)
2. Option to add\edit and remove entries
3. A new field added - Contact Type
4. A new feature has been added - Contacts Log label. Users can defined labels in System Navigator > Lookup Tables > Contacts Log Labels. It is currently only able to apply one label for a contacts log entry.
5. Added option to Print .

1. The customer was incorrectly placed in Default if Pay By Date for variable cash plan membership was "Today". Customer status should be OK if payment is due today.
2. Amount owing could be calculated incorrectly for any date past Pay By Date.

1. The tab Prospect Details has been removed
2. The Action Details frame (Set Next Date) has been moved to the Contact Log tab

1. The Next Contact Date feature has been modified:
   1. The Next Contact Date feature is available now for all types of customers.
   2. Added a number of new details for a Next Contact: Contact Type, Personnel, Description and the option to apply a label
   3. Option to Clear Next Contact
   4. Option to add to the Contacts Log
   5. View details button
   6. The Next Contact Date is now carried over when the Prospect is converted to a Personal customer

1. Added option to delete a session during the course set up in Course wizard > Defined Classes page via the new Delete Class button
2. Added option to delete a session for the existing course using the Edit Course wizard > Classes tab Delete Class button.

1. To get course pricing details effective at enrolment start date rather then course start date
2. To present the message "Unable to complete course transfer. Missing Course Price details. Please refer to Facility Navigator to correct the problem." if the course pricing is missing. New Course define routine in Create Course Wizard has been modified to prevent a new course definition if the course fee details have not been setup yet.

1. Fixed Term Package property cannot be changed (the flag will be not Enabled) if at least one Payment Plan has been created already for this membership type. The message "Please remember to set Fixed Term Package property for the package before you add Payment Plan." will be presented for the membership package type if there are no payment plans attached and user is going to change Enable Fixed Term flag. The message "This package has one or more payment plans attached. The Fixed Term Package property cannot be modified." will be presented for the membership package type if there is at least one payment plan has been attached.
2. Membership Package Type wizard has been modified to allow to set Fixed Term Package property during the setup.

1. The Start and End times must be valid values
2. The End Time must be after the Start Times
3. The booking duration must be greater then the Booking Slot duration
4. The Booking Duration must be represented as an integer number of Booking Slots

1. Changed Search Buttons style to a looking glass icon instead of "..."
2. Removed button Loyalty from Customer Profile window in TPOS (The functionality has not been implemented).
3. The colour for mappings in Workstation printers mapping list with the status "READY" was mistakenly set to red. They have been changed to black as originally intended.
4. LTS Accept Payment dialogue interface changes to improve usability
5. Changed the setting name "Print a docket for decrement tickets" to "Print a docket for decrement ticket usage"
6. Course Transfer Wizard - modified interface: Customer name format changed from [Surname][First Name] to [First Name][Surname]. Also changed font and background colour for customer name label.
7. E-Form changes - The 'Source' field has been moved closer to the top of the page and the tab order has been fixed to shift left to right.
8. Removed button Confirm Expiry from TPOS > Customer Profile > Customer Status (The functionality has not been implemented).
9. LTS > Transfer > Customer Transfer dialogue - Page 1 & 3 of wizard: The entry field name has been changed from Refund Amount to Transfer Amount
10. Facility Navigator > Activity-Location link properties - The label has been changed from "Sub-locations where Activity takes place" to "Areas where Activity takes place". Sub-Locations are the 'bricks' to build an AREA. A user can select any number of Sub-Locations to form the AREA (and give it a name).
11. Happy Birthday picture and sound in Customer Manager and TPOS. The image and sound will appear/play when a member/customer/student with birthdate details saved is entered in TPOS, Customer Manager or Access Control.
12. Payment Schedule - Changed Customer Name format and the label background colour to green & changed Parent Customer button colour to yellow.
13. Corrected spelling errors, for example Enrollments to Enrolment

The interface for the following dialogues have been changed to reflect a more consistent "TPOS style":
1. New Booking (classes or sessions)
2. Session Bookings
3. Change Course Price
4. Course Transfer Wizard
5. Student Medical Notes
6. Customer Profile > Activity Log
7. Manage Decrementing Pass
8. Customer Profile
9. Membership Package Details
10. New Decrementing Pass
11. Payment Method Details
12. Deferred Pay Method
13. E-Form
14. Refund
15. Enter Receipt Number (reprint receipt dialogue)
16. Cancellation (membership cancellation)
17. Change Customer Status
18. Sundry Sale

1. Added a new setting Print a docket from all modules. Please refer to System Navigator features
2. Added an option to Print a Docket for Booking transactions processed in Bookings module.
3. Added an option to Print a Docket for the membership sale transactions from Customer Manager module.
4. Added an option to Print a Docket for the enrolment transactions in LTS module.