Versions Compared

Old Version 3

changes.mady.by.user Rose Eliff

Saved on

compared with

New Version 4

changes.mady.by.user Rose Eliff

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

ECM Release: 2019-07-17

...

Issue No. 
Summary
Configuration
Operation 

OE-12974

Area - Settings: Add option to print member account info on kitchen tickets

Member information can be printed on kitchen chits as needed for in-house and third-party delivery drivers. 

Setting is by area. 


Info
titleAccount feature toggle required**
Print member info on kitchen chit 


The ECM portion of this feature is complete.

The application portion is to come. (OE-12972)


Path: Sites > Areas  
Setting option added: Print membership on kitchen chit (default setting: selected)

  • When setting is selected, at least one of the following options is required:
    • Member name
    • Member phone
    • Member address
  • By default, all options will be selected 

  • A warning message displays if no options for the setting are selected
  • If the setting is not selected, the member name/phone/address options will not appear
OE-13035

ECM: Adjustments report 

Reports adjustments by site and/or group and specified business dates. 

Adjustments Adjustment types include:

  • comps
  • discounts
  • tax-exempt 
  • voids
  • gratuities 


N/A

Path: Reports > Adjustments 

  • Select sites(s) and/or group(s)
  • Select business date range
  • Click Refresh Report
  • Report shows information related to each adjustment, include check number, persons involved and amounts
  • Business date and TXN date may differ if a site's business hours extend past midnight

  • Check details can be viewed by clicking the check number (active link)
    • Click PDF to open a PDF view and print if needed
    • Click Close to close the pop-up and return to the report 
  • Report can be exported to Excel, PDF or CSV format

OE-13036

ECM: Paid out/Paid in report 

Reports amounts paid out and paid in by site and/or group and specified business dates. Information includes: 

  • Business date
  • Transaction date
  • Employee
  • Reason
  • Memo
  • Amount




N/A

Path: Reports > Paidouts

  • Select sites(s) and/or group(s)
  • Select business date range
  • Click Refresh Report
  • Report shows information related to each paid out or paid in transaction
  • Report can be exported to Excel, PDF or CSV format

OE-13037

ECM: Payment by Type report: Check number linked to check details image 

Improvement to Payment by Type report. The check number is an active link to a pop-up of the check details. 


N/A

Path: Reports > Payment by Type

  • Check details can be viewed by clicking the check number (active link)
    • Click PDF to open a PDF view and print if needed
    • Click Close to close the pop-up and return to the report 

...

*Detailed documentation is in progress and will be available upon completion. ECM documentation: Enterprise Content Management (ECM)

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