v1.2.6 - Transaction modification - 20 Sep 2017

Summary

This release has been focused on managing changes to transactions, accurately creating 'paperwork' to reflect the changes and facilitating automated reporting.

New

  • Modify transactions
    • Completely new interface
    • new actions
    • Add/Modify price, discounts, payments and refunds
    • Optionally send paperwork during or after updates
  • Payment defaults
    • Credit note accounting behaviour - create full or partial credit notes according to your organisation's practices
    • Added config to make PO Number in Invoice payment method required
    • Invoice due dates and 'due immediately' period - configurable at company and event level
  • Custom reports - scoped custom fields
    • Now it is possible to create fields for which values can be set at the different event 'levels'. The fields can be added to custom reports.
      • Globally - all events everywhere
      • Event Group - all events in a group
      • Event - all transactions in an event
      • Product Type - all products of the same type
      • Product Item - set for items 
  • New Help and documentation system
    • Much improved In-app help with search.
    • Browsable docs library

Improvements

  • Re-assign transaction - now optionally notify new 'owner' and optionally add paperwork attachment
    • There is a new email template for this notification
  • New basket and checkout process design
    • Separated Saved items from basket
    • Clear error messaging
    • Steps to completion
  • Table bookings - see % completion of guest names for bookings in list view
  • General performance improvements: Publishing, Forms, etc.
  • Payment settings: display the VAT rate.
  • Event > Data - Report enhancements, menus and linking to reports
  • Forms: New default form for Attendees
  • Increase row count to 50 in the custom reports tables
  • Added Additional fields to the Custom Report
  • Added Overpaid status

Fixes

  • [EVESSIO-3092] - [Event Site] Basket: Closes date of the product is not displayed
  • [EVESSIO-3614] - [Customer Admin Part] Company settings: Scheduled Exports: Automated report exports - data range
  • [EVESSIO-3648] - [Customer Admin Part] [Transactions Manager] Users: "Actions is forbidden" displayed when the user goes to "Users" tab
  • [EVESSIO-3651] - [Event Site] Transaction: Values in the "Date Time" column are displayed only for 10 first entries
  • [EVESSIO-3666] - [Customer Admin Part] Email templates: Header and Footer do not clone
  • [EVESSIO-3690] - There are no space between radio and text.
  • [EVESSIO-3692] - VAT rate value is not rendered on the page if rate if set per Zone
  • [EVESSIO-3752] - [Customer Admin Part] Revenue: Transactions: List: Values in the "Company" column aren't displayed when EC deletes the "Company name" field in the "Personal Details" system form
  • [EVESSIO-3764] - [Customer Admin Part] Company Settings: Email Templates: The error appears when the user clicks "Add Media" button
  • [EVESSIO-3765] - [Customer Admin Part] Company Settings: Email Templates: The error appears when the user tries to delete the email template
  • [EVESSIO-3779] - [Event Site] The exhibitor link doesn't contain special class
  • [EVESSIO-3850] - [Event site] The "Nomination receiving" form isn't displayed correctly for the collaborator,  the collaborator can't receive the nomination for the cloned event
  • [EVESSIO-3858] - [Customer Admin Part] Event: Data: Bookings: Quick date: The "All" filter does not working, the table is empty when the user selects the "All" filter in the "Quick date" dropdown list
  • [EVESSIO-3870] - [Customer admin Part] [Transactions Manager, Finance] Exhibitions: Exhibition tasks: The "Actions is forbidden" error displayed when the user goes to the "Exhibition tasks" tab
  • [EVESSIO-3872] - [Customer admin Part] [Finance] Transactions: The "Re-assign transaction" action is available for the user with the "Finance" role
  • [EVESSIO-3874] - [Customer Admin Part] [Finance] Users: The "Actions is forbidden" error is displayed when the user goes to the "Users" tab
  • [EVESSIO-3993] - VAT for country zones are not applied
  • [EVESSIO-4008] - [Firefox] [Event site] Basket: The "https://vimeo.com/null" value is preset in the "Vimeo FileUpload" field, it's impossible to perform the transaction with the required "Vimeo FileUpload" field
  • [EVESSIO-4011] - [Customer Admin Part] Transactions: Summary: The VAT is not displayed if it  = 0.00
  • [EVESSIO-4039] - [Customer Admin Part, Event Site] The "Vimeo File Upload" field isn't displayed on he Event Site when the user has changed the event status in Admin Part, and the token became equal to 1
  • [EVESSIO-4061] - Transaction deletion does not delete the associated nomination
  • [EVESSIO-4063] - Awards questions: dropdown order not saved
  • [EVESSIO-4075] - If the answer to question contains a youtube link. all response is replaced with this link
  • [EVESSIO-4076] - After session is expired behind the lockscreen, the error appears
  • [EVESSIO-4080] - Submit button is added to system forms when creating them
  • [EVESSIO-4110] - [Customer Admin Part] Revenue: Transactions: The "Validation error : undefined" error appears when the user tries to cancel completed transaction
  • [EVESSIO-4111] - [Event Site] My transactions: Incomplete tab: The user can perform the cancelled by Admin invoiced transaction
  • [EVESSIO-4113] - [Customer Admin Part] Revenue: Transactions: Modify transaction: The "Something went wrong. Please contact the administrator." error appears when the user tries to send credit note for the invoiced transaction
  • [EVESSIO-4117] - [Customer Admin Part] Revenue: Transactions: The "Validation error: Unknown action: 'RequestRefund'" error appears when the user selects the "Request Refund" option in the "Actions" drop-down