Release Notes - Jan 2023

Financials Module Updates 

There have been several updates to our Pricing Engine, including improvements to our existing

features and additional new features. Below is an outline of the updates along with links to helpful articles covering each in depth.

Adding Trip Costs: The first thing you'll notice is the cost calculators have been moved to a dropdown menu and some of the names have been updated to better reflect their functionality. There are 3 cost type options available to you:

• Nett Costs
• Commission Cost
• Cost Calculator

Adding Trip Costs that are Linked to a Day Item: We’ve also included the ability to add and link a new cost when adding or appending content or services.  If you delete the service or content item later, the cost will be deleted with it.

Autofactor Costs: Previously when creating a cost the factor had to be input manually.  With this update, you can now choose to automatically calculate the factor based on the pax total of the trip/lead.  The factor will update anytime the pax total is updated, if there is no pax total set yet, the factor will default to 1.

Adding Supplier Bills: In this update, we’ve added the ability to automatically generate a deposit and final bill for suppliers.  These are generated based on default terms that you can set at a company-wide level and for individual suppliers. You can learn how to manually add Supplier bills here.

Adding Client Payments: You have the ability to automatically schedule a deposit and final payments for a client.  These are generated based on default terms that you can set at a company-wide level. You can learn how to manually add Client Payments here.