This release introduces significant enhancements to operational efficiency and sales agility, including a modernized Details interface with searchable multiselect dropdowns and a new foundational module framework for tailored feature access. We’ve streamlined quoting workflows with new standalone and cloning capabilities, alongside major reporting upgrades—featuring interactive column controls, expanded financial filters, and improved Excel exports that preserve native data formats. This release also delivers critical stability fixes for the Schedule Board, geocoding accuracy, and the availability engine, ensuring your team operates with total precision and confidence.
Enhancements
Details Improvements
Modernized the Details interface with a searchable multiselect dropdown and custom ordering, allowing operators to simultaneously view and organize standard and custom details for faster record management.
Report Improvements
Enhanced the report viewer with new interactive features, including the ability to freeze and resize columns, zoom in/out, and view applied filters directly on exported files (Excel, CSV, and Print).
New Stand Alone Quote
Streamlined the quoting process by allowing users to create stand-alone quotes directly from the Add New Item menu, bypassing the need for a preliminary Booking Request.
Clone Quotes
Added the ability to clone existing quotes directly from the Actions menu, significantly reducing manual data entry when generating similar quotes for different prospects or stays.
Quote Details - Add Link to Company
Improved navigation by adding a direct link to the Company record from the Quote Details blade, allowing for quicker access to client information during the sales process.
Un-Invoiced Charges Report Improvements
Added multi-select filters for Booking Status and Stay Status to the Un-Invoiced Charges Report, allowing for more precise revenue tracking and billing preparation.
Company Spend Report Improvements
Improved the Company Spend Report by adding a Total column (Amount + Tax), Sales Representative tracking, and new filters for more granular financial analysis.
Cost by Stayable Report - Cost Type Filter
Added a new Cost Type multi-select filter to the Cost by Stayable Report, providing better visibility into specific expense categories across your portfolio.
Known Issue Fixes
Report Exporting - Fixed a bug where search filters and column ordering were not correctly applied to exported reports, ensuring Excel, CSV, and Print exports match exactly what you see on screen.
Excel Report Export - Numbers and Dates stored as Text - Updated Excel report exports by ensuring numbers and dates are stored in their native formats rather than as text, enabling immediate data analysis and calculation without manual reformatting.
API - Quote Images - Resolved an issue where images marked for quotes were occasionally missing from API responses, ensuring consistent visual presentation on external portals.
Geocoding - Resolved an issue where inconsistent address formatting led to incorrect map coordinates, ensuring more accurate location data for property searches and portals.
Availability Search - Fixed a regression in the availability engine to ensure shared stays can be extended correctly without being blocked by stays in different rooms within the same stayable.
API - Guaranteed Bookings - Updated the API to better support the creation and management of Guaranteed Bookings, ensuring reliable data integration for external partners and portals.
Lease Details - Resolved an error that occurred when using the Close All To Left function within the Lease Details blade, ensuring a smoother navigation experience.
Stay Billing Audit Report - Refined the Stay Billing Audit report to automatically exclude cancelled stays with no active rent charges, resulting in cleaner and more relevant audit data.
New Stay - Billing Template - Updated the billing template selection to correctly filter by the Business Unit assigned to the booking, preventing the use of incorrect templates during stay creation.
Schedule Board - Fixed errors that prevented some users from saving edits or extensions, ensuring reliable drag-and-drop and date management.
Divide By Zero Error - Resolved a calculation error in the Guaranteed Booking engine that occurred when processing charges with a zero value.
Billing Cycle - Weekly Billed Monthly - Added full support for the Weekly Billed Monthly billing cycle combination, ensuring accurate rate conversion and billing line generation for these specific stay types.