Page Comparison

Software release date: TBD
Release: 4.7g

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Issue No.

Summary

Configuration

Operation

Payment Processing

OE-12930

Payment: Heartland MPPG Integration

Heartland via MPPG added as a credit card processor option for payment using swipe method

Exception: General refund not supported

Path: Sites > Payment > Add Processor

Select Magensa Credit card processor
Select Heartland as Processor Name

Tap Credit Card
Swipe card on payment device

Staff UI Improvements

OE-14325

OE-14329

Guest-Facing: Add setting to configure guest identifier prompt in kiosk mode

Setting added to Guest-facing tab allowing site admin to specify the guest identifier prompt in kiosk mode.

Path: Sites > Guest-Facing

New setting: Kiosk prompt
- Site admin can enter and save text to be used

Text appears in Guest Facing mode as configured

Tax Calculation Change

OE-6258

Tax Calculation: Option to round the total tax at check level or item level

This improves the method used to calculate tax.
Previously, tax was calculated per item and rounded at the item level.

With this change, all items are summed first, then tax is calculated and rounded as needed.

To calculate tax at the check level, the sum of the items and tax are rounded per the formula:

Round(Sum(TaxableItemPrice * Quantity + (TaxableItemPrice * Quantity * TaxRate))),2)

Before this change, tax was only calculated and rounded per item instead of per sum:

After the change, tax is calculated after summing the items+ tax and then rounded:

Time Clock

OE-7373

Time Clock: Overtime Rules capability added using configurable thresholds and multipliers

Info

title	Account feature toggle required **

Expand time clock overtime rules

Path: Sites > Sites and Groups > Edit Site > Time Clock > General tab

When feature toggle is enabled, settings for overtime rules are shown, allowing sites to configure in accordance with local labor rules
- Hours - maximum working hours to meet before rule is applied
- Multiplier - multiplier for overtime hours
- Example:
  If Daily Overtime is triggered at 8 hours, the additional time is paid per the multiplier; in the example, it would be paid at 1.5x the regular pay
  The second Daily Overtime segment is triggered at 12 hours and is paid at 2x the regular pay

Per the configured rules, any overtime and doubletime worked is shown on the Time Records report
Regular wages, overtimes wages and doubletime wages are also reflected on the report

Web Ordering API

OE-14340

Check Finalization: If check has items not yet sent to kitchen, provide capability to send items and finalize check in one action

When an order is placed and paid for in advance (e.g., online order, advance order, counter service), this improvement revises the workflow to allow the order items to be sent to the kitchen and the check to be finalized in one action.
In this workflow, when the check has no balance due and the check has unsent order items, the Finalize button changes to Send and Finalize. When tapped, the order items are sent to the kitchen and the check is finalized.

OE-14359 - Change button text to "Send and Finalize" for paid check with unsent items -

OE-14357 - Add support to finalize to send unsent order items to kitchen

N/A

Order items in advance (items are not yet sent to kitchen as indicated by red bar)
Apply payment (there is no balance due remaining)
To send order items to kitchen and finalize check, tap Send and Finalize

OE-14219

Web Ordering API: Add setting allowing online orders to be placed regardless of item availability in POS

A new setting has been added to allow menu items to be ordered online when the menu items have been marked as not available in the POS.

Path: Sites > Integrations > Web Ordering API
New setting: Allow orders to be placed regardless of item availability

Item is marked as not available via Menu Manager in the POS

The Ordering menu will show the item as not available to be ordered (item is disabled)

Despite the item being unavailable, it can be ordered through web ordering. Check Search shows an online order with the unavailable menu item ordered:

Data Services

OE-3025

Daily sessions, cashouts, paidouts and time records sync to the cloud and are verified during housekeeping

N/A

With this improvement, missing sessions, cashouts, time records and paidouts are resent at end of day. No additional manual intervention is required.

Uncategorized

OE-14231

Payment: Prevent duplicate payment by locking check during payment process after iPad has been restarted

When payment has been started, the check is locked to prevent duplicate payment. This improvement expands that functionality, In the event that the iPad is restarted for any reason (such as device timeout). duplicate payment is prevented by masking the payment screen.

N/A

Order items, tap Payment and pay with credit card
Allow device to time out
Log in and return to same location (table)
Tap Payment
Mask will prevent duplicate payment

OE-13515

House cashout: Show checks from web API order that have not been cashed out prior to performing house cashout

In the Job workflow, sites have the option to allow house cashouts to be completed with pending cashouts remaining.
When this option is not active, all checks must be cashed out prior to performing an entire house cashout.
In this improvement, checks created through online ordering that have not been cashed out will now show the check number when a house cashout is attempted, allowing the site to cash out the online check, then perform the house cashout

OE-14084 - APP - Display the Check Number from the Server Response in CashoutEntireHouseResult

Path: Users > Jobs > Workflow

Setting: Allow entire house cashout with pending cashout remaining

When setting is not active, all checks must be cashed out prior to performing a house cashout.

Pre-conditions:
- Specified job setting is not active
- A check created via web API order has not been cashed out
When user attempts to perform a house cashout, the check number will indicate any checks that have not been cashed out

User can locate check, finalize it (taking ownership of the check) and then perform a user cashout
House cashout can then be performed

OE-13860

Payment: Control tip prompt on PAX external device

Issue:
Previously, a tip could be added on the POS AND also added on the PAX device, which would prompt for a tip, resulting in double tipping.
Improvement:
This improvement allows the site to specify if the PAX device can prompt for a tip.
This is defined by area to allow the restaurant greater control over this functionality. For example, the restaurant may want the PAX device to prompt for tip in a guest-facing area (e.g., kiosk) or a bar area but not in the dining area where the server inputs payment information in the PAX device.

The site must be set to allow tipping and one or more areas must be configured to prompt for a tip on the PAX device.

SITE SETTING

Path: Site > Payment

Setting: Tipping enabled = Yes

AREA SETTING

Path: Site > Areas > select area > General

Setting: Prompt for tip on external device
Default: Selected

Create and send order, tap Payment
Tap NFC icon on Payment screen
PAX device will prompt for tip
- Depending on the PAX device setup, the device will either prompt with suggested gratuities that the user can tap (first screenshot below) or ask the user to enter a tip amount (2nd screenshot below)

Tip added on both the POS device and the PAX device: the tip entered on the PAX device is added to the transaction
Tip is added on POS device only (not on PAX device): the POS tip is added to the transaction
If either Tipping enabled = No and/or Prompt tip on external device is not selected, the PAX device will only prompt for payment and will not prompt for tip

Alternate workflows:

Add tip: If user does not add tip when first prompted on PAX device, tap Add New Tip on the payment screen, then tap NFC icon again to add the tip

Adjust tip: If user wants to adjust the tip that was entered, tap the icon to prompt the Adjust Tip window, then tap NFC icon again to revise the tip

OE-13563

Check Audit Log report: Add Location and Device columns; audit combo, credit card and web ordering API transactions

Enhancements to the Check Audit Log report include adding columns to capture Location and Device information and track transactional data for combo menu items, credit card sales and refunds and web ordering API transactions

N/A

Path: Reports > Check Audit Log

Columns added:

Device - The device the order was taken on
Location - The location name

Track additional information:

Combo added to check
- Combo first
- Combo last

Gift cards
- Gift card sale
- Refund of gift card sale

Web ordering information
- Check created
- Check submitted
- Order sent to kitchen

OE-12880

Kitchen Chit Order Type: After an order is moved to a new table, the kitchen chit will display the default order type of the location the items are sent from (the new location, not the original location)

The kitchen chit will display the default Order Type of the location the items are sent from.
Example:

Order is started at a Takeout order type location.
Check is moved to a Dine-in order type location with unsent items.
When items are sent to the kitchen, the kitchen chit will show "Dine-In" as the order type.

Example:

Order started at Takeout location
Move to Dine-In location
Menu item sent to kitchen
Result: Kitchen chit shows "DineIn"

*Detailed documentation is in progress and will be available upon completion.

**Please contact your NorthStar representative to have this setting enabled for your account.

Versions Compared

Old Version 15

New Version 16

Key