What's New - ECM Release 2019-03-27

OE-12563

Payment: Paytronix card processor - Set guest information requirements to create loyalty account 

This setting allows the site to set one of these options as required for a guest to create a Paytronix loyalty account: 

• Name, email, phone number

OR

• Phone number 

Confluence link: Payment

ECM settings: 

• Site > edit site > Payment 

  • Under Card Processors, click edit icon (pencil) for Paytronix 

  • Select Loyalty Card

  • Click drop-down list for New account registration requirement 

  • Select: 

    • Name, email, phone number
      OR

    • Phone number 

Open

• Save

The ECM portion of this feature is complete.

The application portion is to come. (OE-12424)

OE-12481

ECM API: Add/Modify Adjustment Reasons via ECM API

Users can use the API to interact with ECM instead of the web browser to make changes to the following types of adjustment reasons: 

• Discounts

• Time clock

• Comps

• Voids

• Refunds

N/A

No UI changes; ECM adjustment reason changes are done programmatically via the API. The ECM API can be used to create, update and retrieve adjustment reasons via the API. 

OE-12292

DSR: Filter report by drawer 

Added Drawer drop-down list to allow user to filter the Daily Sales Report by selecting a drawer 

N/A

• Drawer drop-down list allows user to filter the Daily Sales Report by selecting a drawer

Open

• User must select an option either from Entire House or from Drawer drop-down list. If selection is not made, an alert message will advise the user to make a selection. 

OE-12036

ECM Report: Check Audit Log Report 

The Audit Log Report will report a history of changes made to the record of checks at a selected site. 

The following actions/events will be reported on the audit log (staff facing and guest facing):

Send Now Tapped
Submit Order Tapped
Payment Tapped
Payment Applied
Payment Authorized
Payment Captured
Payment Adjusted
Payment Refunded
Payment Voided
Print Checks Tapped
Checks Printed
Check Reopened
Gratuity Added
Gratuity Removed
Item Added to Order
No Sale
Check Added
Check Submitted
Table Seated
Table Moved
Finalized
Item Added to Order
Item Removed from Order
Item Added to Check
Item Moved to Check
Checks Merged 
Payment Printed
Item Adjusted
Gift Card Reload
Item Adjustment Removed
Update Number in Party
Age Verified
Check Adjusted
Check Adjustment Removed
Check Printed

N/A

Access path: ECM > Reports > Reports > Audit Log 

• Report search criteria: 

  • Site - Select a site from drop-down list 

  • Check Number - Enter check number (if applicable)

  • Business Date - Select start date and end date for report 

  • Click Refresh Report to run report 

• Audit Log includes: 

  • Action - Changes made to a record on a check

  • User - User responsible for change

  • Check # - Check number 

  • Information - Information related to the reported action

  • Amount - Check amount 

  • Amount2 - Action-specific amount; this could be a tip, adjustment or final adjusted amount 

  • Business date - Date of action 

  • Timestamp - Time of action 

• All columns can be sorted 

• All columns except Timestamp can be filtered