đ ď¸ What We Fixed
Membership Discount Report
Fixed an issue with the Primary column on the detailed Membership Discount report so it now displays the full name of each unit's primary member.
Paya Batch Processing
Fixed an issue where two Paya batches with the same date and amount could cause the second batch to be incorrectly identified as a duplicate and excluded from processing.
Itemized Transaction Reporting
Fixed an issue where certain fields added through the Report Customizer could not be used to filter the Itemized Transaction report.
⨠What We Improved
Unit Revenue Branch
Updated the Edit Unit workflow so the unit's Home Branch is used as the revenue branch for debit transactions instead of the branch associated with the staff member making the change.
Roster Permissions
Updated roster permissions to provide more control over access to program and class rosters.
The existing View Rosters permission has been separated into:
View Program Rosters
View Class Rosters
Staff who already have the Get Classes permission will automatically receive View Class Rosters. The Classes menu and class roster tools now use the new permission, so staff without class access will no longer see those options.
Declined Counts by Reason Report
Enhanced the Declined Counts by Reason report with additional details and reporting options, including:
A Group by Month option
Report totals
A new Amount column
Attempts renamed to Transaction Count
Transaction counts and amounts are now based on unique transactions, providing a clearer view of declined payment activity.
Terminated Units Report
Improved the Terminated Units report to recognize additional termination log formats, helping provide more consistent reporting across historical termination activity.
Staff Waiver Requests
Updated the Acting As Member functionality for staff-initiated waiver requests so the account being represented correctly matches the selected member.
đ What's New
Flex Fee & Cash Discount End Dates
Added the ability to configure end dates for Flex Fees and Cash Discounts, making it easier to transition from one pricing method to another without overlapping configurations.
Transactions by GL Report Grouping
Added a new tender type option that allows positive and negative transactions to appear as separate line items on the Transactions by GL report.
This option is available when the association's GL Report Grouping setting is configured as Type, Day, GL, providing additional detail when reconciling transaction activity.
Membership Type Advanced Setting
Added a new Membership Type Advanced Setting: Can Only Sell with Permission / Role, providing more flexibility over which staff members can sell specific membership types.
When enabled:
Staff without the required permission or role cannot sell the membership type or move an existing unit into it.
Staff can still manage existing active units using that membership type, including updating discounts, add-ons, and members.
Reactivating an inactive or canceled unit is considered a new sale and requires the appropriate permission or role.
The existing setting has been renamed Can Only Sell or Manage with Permission / Role and will continue to restrict both selling and managing the membership type as it does today.
Discount Summary Report
Added totals to the Units and Members columns on the Discount Summary report, making it easier to review overall membership and member counts associated with discounts.