1503 Release Notes

Date Prepared:
Prepared by:

N EW F UNCTIONALITY

AND

B UG F IXES

16/04/2015
Ashley Smith

FOR

1503

New Features ........................................................................................................................................................................... 5

1. Ref TFS #168019 // TFS #18953 Integration with Capita ............................................................................................... 5
Front of House ......................................................................................................................................................................... 5
1. Ref TFS #13453 Restaurant Mode: Lay-asides saved ..................................................................................................... 5
2. Ref TFS #19330 Restrict inventory sales by age and gender ......................................................................................... 5
3. Ref TFS #19341 Allow bookings made within booking swipe period to be automatically attended ............................. 5
4. Ref TM #167954 // TFS #19441 Change Barcode options ............................................................................................. 5
5. Ref TFS #19532 Search by Mobile.................................................................................................................................. 6
6. Ref TFS #19596 Quick Adds: Postcode format ............................................................................................................... 6
7. Ref TFS #19603 Set a maximum on account value for all members .............................................................................. 6
8. Ref TFS #19707 Gift Cards: Reversal of a top up ........................................................................................................... 6
9. Ref TFS #19932 Edit multi monitor size ......................................................................................................................... 6
Membership Management ...................................................................................................................................................... 6
1. Ref TFS #16286 New Member Wizard to support upfront direct debit charges ........................................................... 6
2. Ref TFS #16285 Cycle Fee Date can be set when member is created ........................................................................... 7
Bookings ................................................................................................................................................................................... 7
1. Ref TFS #19307 Restrict bookings based on age and gender ........................................................................................ 7
2. Ref TFS #19560 Cancelling a course with members still enrolled will create an event ................................................. 7
3. Ref TFS #19708 Prevent circular references of resource groups ................................................................................... 8
4. Ref TFS #19774 Print Booking from Reservation screen will be landscape ................................................................... 8
5. Ref TFS #20376 Set Front of House Timeslot override .................................................................................................. 8
Reports ..................................................................................................................................................................................... 8
1. Ref TFS #19234 New Reports: Stock Adjustments and New Stock ................................................................................ 8
Release 1503

Version: 1.0

2. Ref TFS #19342 New Report: Enterprise Inventory List ................................................................................................. 8

3. Ref TFS #19450 New Report: Purchase and Access Eligibilities Report ......................................................................... 8
4. Ref TFS #19468 Security token to control customising columns ................................................................................... 8
5. Ref TFS #19598 Transaction Discounts report to include Discount Method column .................................................... 9
6. Ref TM #174796 // TFS #19773 New Report: Member Overridden Entries .................................................................. 9
7. Ref TFS #19797 New Report: CRM Risk Configuration .................................................................................................. 9
8. Ref TM #174316 // TFS #19846 Add Salesperson Name column to User Custom Fields Member report ................. 9
9. Ref TFS #20058 New Report: Block Booking Dates Report ............................................................................................ 9
Control Panel............................................................................................................................................................................ 9
1. Ref TFS #19479 Record when database was last refreshed (for training and UAT) ...................................................... 9
2. Ref TFS #19575 Friendly Name field added to Club Settings ......................................................................................... 9
3. Ref TFS #19870 Accounting ID number field added to Club Settings ............................................................................. 9
Bulk Log .................................................................................................................................................................................... 9
1. Ref TM #176184 // TFS #19935 Warning will appear when a new termination date is set after the current
termination date................................................................................................................................................................... 9
CRM ........................................................................................................................................................................................ 10
1. Ref TFS #18995 Archiving for Data Protection ............................................................................................................. 10
Online Services ....................................................................................................................................................................... 10
1. Ref TFS #19022 Disable Online Bookings for a specific club ........................................................................................ 10
2. Ref TFS #19023 Set a minimum start date for club membership ................................................................................ 10
3. Ref TFS #19209 Allow P & A Eligibilities to be set against online bookings ................................................................. 10
4. Ref TFS #19507 Club Visibility in online signup ........................................................................................................... 10
CMS ........................................................................................................................................................................................ 10
1. Ref TFS #8734 CMS login to use AD authentication .................................................................................................... 10
Kiosk ....................................................................................................................................................................................... 10
1. Ref TFS #19499 Test kiosk items and prices available ................................................................................................. 10
Invoicing ................................................................................................................................................................................. 11
1. Ref TFS #13760 Currency symbol ................................................................................................................................ 11
2. Ref TFS #19091 / #19092 Integrated Invoicing: Legend GL Codes .............................................................................. 11
3. Ref TFS #19094 Integrated Invoicing: Pending Invoices .............................................................................................. 12
4. Ref TFS #19498 Billing Lines shown in Statment ......................................................................................................... 12
5. Ref TFS #20039 Record if Integrated GL codes should be used in Front of House ...................................................... 12
Performance and Interface Improvements ........................................................................................................................... 12
1. Ref TFS #18970 Control Panel: Correct typo in CP_EDITDATAPROTECTIONITEMS description .................................. 12
Release 1503

Version: 1.0

2. Ref TFS #19176 FOH: User friendly error displayed when clicking Float In/Out if a shift is not open ......................... 12
3. Ref TFS #19340 MM: Standard Search performance improved .................................................................................. 12
4. Ref TFS #19363 Improvement to the underlying performance of creating/updating online timetables .................... 12
5. Ref TFS #19448 FOH: Improvement to Sports Hall Location loading time .................................................................. 12
6. Ref TFS #19523 FOH: Message when attempting to resolve no account event updated to instruct user to enter bank
details ................................................................................................................................................................................. 12
7. Ref TFS #19533 FOH: Postcode search performance improved .................................................................................. 12
8. Ref TFS #19553 Control Panel: Description of the Applies inventory items will be shown in Configure Vouchers . 13
9. Ref TFS #19680 FOH: Number of quick add agreements shown increased to 5 options per line ............................... 13
10. Ref TM #167099 // TFS #19791 Online Ticketing: layout updated ............................................................................ 13
11. Ref TM #171156 // 19883 Online Services: Updates to Achievement page .............................................................. 13
12. Ref TM #167719 // 19906 Interest Groups: Add additional sessions ........................................................................ 13
13. Ref TFS #19933 FOH: Improvement to swipe performance ...................................................................................... 13
14. Ref TFS #19933 MM: Upgrade wizard performance improvement ........................................................................... 13
15. Ref TFS #19933 Improvement to tax code sync process ........................................................................................... 13
16. Ref TFS #19934 Performance improvement to time taken to load workstation specific settings in apps ................ 13
17. Ref TFS #19939 MM: Maximise button disabled ....................................................................................................... 13
Bug Fixes................................................................................................................................................................................. 13
1. Ref TFS #12540 - Fee Collection: Attempting to collect Mandate Instructions for a BACS club after searching for a
SEPA club will consistently return results ........................................................................................................................... 13
2. Ref TFS #12545 & TFS #13353 Fee Collection: Clubs configured to use Payments will not appear in Club drop down
............................................................................................................................................................................................ 13
3. Ref TM #143115 // TFS #15043 Online Services: Credit note shows when cancelling free bookings ......................... 13
4. Ref TM #147389 // TFS #15046 Fee Collection: SEPA Summary and Totals lines to match ........................................ 13
5. Ref TM #153330 // TFS #15625 FOH: Swipe to log in fix ............................................................................................. 13
6. Ref TM #153065 // TFS #15626 MM: Notes with tab characters can now be deleted ............................................... 13
7. Ref TM #152792 // TFS #15627 FOH: Event severity to use configured numerical value ........................................... 13
8. Ref TFS #15722 Online: Total renewal fee shown on first page includes any admin fee ............................................ 13
9. Ref TM #156982 // TFS #16366 Manually raised charges set to 0% VAT will no longer have VAT raised if
membership revenues item has VAT set ............................................................................................................................ 13
10. Ref TM #157284 // TFS #18276 Sports Courses: Un-enrolling after sessions have started will credit member
correctly .............................................................................................................................................................................. 13
11. Ref TM #157978 // TFS #18307 Sports Courses: Mover record will be created even if member is not booked in to
last session .......................................................................................................................................................................... 13
12. Ref TM #155896 // TFS #19297 Reports: Member Status report will run correctly when agreement is selected as
a membership type ............................................................................................................................................................. 13
Release 1503

Version: 1.0

13. Ref TM #172088 // TFS #19334 Bookings: Total Price for Block Bookings will not accept an amount which will
result in a fractional amount (i.e 1.055) being charged per session ................................................................................ 13
14. Ref TFS #19339 Reports: Transaction Detail Report to show contact voucher sales correctly ................................. 13
15. Ref TM #172240 // TFS #19343 Online: updating resource capacity in bookings will also update online capacity .. 13
16. Ref TFS #19414 - Fee Collection: Uncollectable on representation will raise debt correctly ....................................... 13
17. Ref TM #172626 // TFS #19445 Bookings: Courses without subcategories will show a waiting list correctly .......... 14
18. Ref TM #170057 // TFS #19466 MM: Prevent add-ons from having 2 freezes applied ............................................ 14
19. Ref TM #173171 // TFS #19510 FOH: member booking status will be recorded as Attendance Overridden rather
than 5 .............................................................................................................................................................................. 14
20. Ref TFS #19535 Fee Collection: CSV file will no longer be generated for SEPA runs ................................................. 14
21. Ref TFS #19538 Fee Collection: Prompt to submit file receipt consistently .............................................................. 14
22. Ref TM #173637 // TFS #19636 - Sports Courses: Previous enrolee list will not show current enrolees .................... 14
23. Ref TM #172870 // TFS #19644 Online Ticketing: Incorrect conflicts on sector bookings resolved ......................... 14
24. Ref TM #172409 // TFS #19655 Online Services: Unlinking and signing up for new membership error resolved .... 14
25. Ref TM #174664 // TFS #19709 FOH: Passport balance to respect booking lag time ............................................... 14
26. Ref TM #173902 // TFS #19711 Online Services: Issue preventing members with special characters ( . - _ etc)
before the @ from logging in resolved ............................................................................................................................... 14
27. Ref TFS #19740 Control Panel: Text on agreement form to consider if zero day bookings is enabled ..................... 14
28. Ref TM #165295 // TFS #19760 Fraud Check override to authorise correctly .......................................................... 14
29. Ref TM #174956 // TFS #19772 MM: Order agreements alphabetically in Upgrade Wizard .................................... 14
30. Ref TM #172624 // TFS #19790 Online Services: Page Looping when connecting membership fix .......................... 14
31. Ref TM #174709 // TFS #19835 Sports Courses: Charges after course move will account for price difference ....... 14
32. Ref TM #174094 // TFS #19836 Sports Courses: Re-enrolment corrections can now be made without publishing
the course ........................................................................................................................................................................... 14
33. Ref TM #175322 // TFS #19844 Bookings: Holiday Warning will not appear when no event is scheduled .............. 14
34. Ref TFS #19859 FOH: Clicking on Search icon performs search correctly ................................................................. 14
35. Ref TFS #171156 // TFS #19882 Sports Courses: Contact Groups will no longer show courses which have been
cancelled ............................................................................................................................................................................. 14
36. Ref TFS #19916 Online Services: Timeout will now happen in first step of sign up .................................................. 14
37. Ref TM #162320 // TFS #19923 FOH: Course sessions will be shown correctly when changing booking club ......... 14
38. Ref TM #176208 // TFS #19938 Online: Timetable horizon for agreement price types respects advanced limit ..... 14
39. Ref TM #176275 // TFS #19960 Fee Collection: Only raise Representation Failed events once ............................... 14
40. Ref TM #176366 // TFS #20033 MM: Promotions will not show if the price scheme line has not been deployed .. 14
41. Ref TM #176430 // TFS #20059 Bookings: If no value is set in resource Advanced Limit FOH will assume the
advanced limit is 0 .............................................................................................................................................................. 14
42. Ref TM #177185 // TFS #20185 FOH: Changed booking statuses will be accounted for in capacity ........................ 14
Release 1503

Version: 1.0

N EW F EATURES
1. Ref TFS #168019 // TFS #18953 Integration with Capita
Legend can now be integrated with Capita, allowing members of libraries and other public services to use their existing
cards to access the gym.
Documentation regarding the above feature is available from www.legendreleases.co.uk, or upon request from Legend
Support.

F RONT

OF

H OUSE

1. Ref TFS #13453 Restaurant Mode: Lay-asides saved

In Control Panel >> Workstation Settings >> FOH >> Restaurant Mode there is now a setting for Enable Auto Save.
When this is enabled Front of House will save lay-asides until they are either completed or more than 24 hours old, even
if Front of House is closed or the Legend session is closed/disconnected.
2. Ref TFS #19330 Restrict inventory sales by age and gender
Inventory items can now be restricted based on age and/or gender, in Inventory Management >> Item >> Availability.
These restrictions will only apply to POS items which require a member, and bookings that have no restrictions configured
in Bookings >> Resource Details (otherwise they will be overridden by the restrictions set against the activity in Bookings)
see 1. Ref TFS #19307 Restrict bookings based on age and gender for instructions on how to set restrictions against a
booking. If a user attempts to sell a restricted item to an ineligible member they will see a message similar to that shown
below:

3. Ref TFS #19341 Allow bookings made within booking swipe period to be automatically attended
A new setting, Mark in house booking as attended when made within swipe attendance period, has been added to
Global Settings >> FOH. When this is enabled any Front of House booking made within the swipe period will be
automatically set to Attended.
4. Ref TM #167954 // TFS #19441 Change Barcode options
Multiple barcodes can now be turned on or off, by enabling the new setting Enable extended barcode modification at
Club, Group and Enterprise level, in Control Panel >> Club Settings / Group Settings / Global Settings >> FOH. If this setting
is disabled the change barcode form shown below will be displayed.

Release 1503

Version: 1.0

5. Ref TFS #19532 Search by Mobile

Members can now be searched for by mobile number by entering a mobile number without spaces in the main search
bar. The search accounts for mobile numbers with spaces or dashes; these do not need to be entered in the search
criteria.
6. Ref TFS #19596 Quick Adds: Postcode format
It is now possible to set an accepted format for Quick Add postcodes in Global Settings >> Wizards (3) >> Force Postcode
Regular Expression if entered. A suggested regular expression which will accept any valid UK postcode is ^([A-PR-UWYZ09][A-HK-Y0-9][AEHMNPRTVXY0-9]?[ABEHMNPRVWXY0-9]? {1,2}[0-9][ABD-HJLN-UW-Z]{2}|GIR 0AA)$ .
7. Ref TFS #19603 Set a maximum on account value for all members
It is now possible to set a maximum on account value for members, in Global Settings >> POS >> Maximum on account
amount. If a purchase will put the member over the maximum amount for on account transactions, the user will be
warned and will be unable to select the Account payment option.
Note that the member must have Allow On Account Transactions checked for their agreement (Agreement Management
>> General) for the Account option to be shown when paying in Front of House, and that this does not apply to Booking
items (as this would conflict with Book Now, Pay Later functionality).
8. Ref TFS #19707 Gift Cards: Reversal of a top up
The last top up added to a gift card can now be reversed, by selecting Refund then swiping the gift card. Note that it is
only possible to refund the last top up added to the card and that the refund must be equal to the price of the top up.
9. Ref TFS #19932 Edit multi monitor size
It is now possible to specify Front of Houses default size when running in multi monitor mode, in Control Panel >>
Workstation Settings >> FOH >> Override FOH Resolution. Note that the minimum size allowed is 700 x 550 pixels and the
maximum size allowed is 3000 x 2000 pixels, and you will need to tick the Enable FOH Multi Monitor to access the
override options.

M EMBERSHIP M ANAGEMENT
1. Ref TFS #16286 New Member Wizard to support upfront direct debit charges
There are new global, group and club settings Collect Upfront Fees by Direct Debit (Control Panel >> Global Settings >>
Enterprise / Group Settings >> Group Details / Club Settings >> Club Details) which, when enabled, allow members
upfront fees to be collected by Direct Debit. Once this has been enabled the user will see an option to collect upfront fees
by Direct Debit in the Charges section of the New Member Wizard:

Release 1503

Version: 1.0

2. Ref TFS #16285 Cycle Fee Date can be set when member is created
If Collect Upfront Fees by Direct Debit is enabled (see item 1 above), the user will be able to specify the collection date
in the Charges section of the New Member Wizard.

B OOKINGS
1. Ref TFS #19307 Restrict bookings based on age and gender
Bookings can now be restricted based on age and/or gender in Resource Details:

Note these options are only available for activity resource types; physical resources, human resources and courses are
not included.
When the user attempts to book an ineligible member in to a restricted activity they will see a message similar to that
shown below:

Any restrictions applied to classes/activities can also apply online and at the kiosk, by enabling Apply Age Restriction
Checks Online and Apply Gender Restriction Checks Online (Control Panel >> Global Settings >> Bookings tab) and
Apply Inventory Age Check On Kiosk and Apply Inventory Gender Check On Kiosk (Control Panel >> Global Settings >>
POS tab).
Members without an age/gender can be allowed to book by enabling the new Global Settings Allow Members with No
Age to Book Age Restricted Activities and Allow Members with No Gender to Book Gender Based Activities (Control
Panel >> Global Settings >> Bookings). There are also options for Allow Members With No Age To Purchase Age
Restricted Inventory Items and Allow Members With No Gender To Purchase Gender Restricted Inventory Items, which
only apply to kiosks (Control Panel >> Global Settings >> POS tab).
2. Ref TFS #19560 Cancelling a course with members still enrolled will create an event
If a user cancels a course when members are still enrolled an event will be raised against the members account.
Release 1503

Version: 1.0

3. Ref TFS #19708 Prevent circular references of resource groups

Previously, it was possible to update a resource group so that its parent resource is a resource group whose parent is the
current resource group (e.g. Booking Sheets has a parent of Gym, which has a parent of Booking Sheets). If a user
attempts this they will now receive an error and be prevented from proceeding.
4. Ref TFS #19774 Print Booking from Reservation screen will be landscape
The print out generated when clicking Print Booking from the reservation screen will be landscape by default.
5. Ref TFS #20376 Set Front of House Timeslot override
In Resource Details >> General tab there is now an option for FOH Timeslot Override, which allows you to set a timeslot
that only applies in Front of House. Note that if you have several resources under a parent resource we recommend you
set them to the same time to prevent display issues in Front of House.

R EPORTS
1. Ref TFS #19234 New Reports: Stock Adjustments and New Stock
The Stock Adjustments and New Stock reports have been added to the Standard >> POS Reports >> Stock Reports folder.
Note that a new security token, RP_CANVIEWSTOCKREPORTSFOLDER, has been added to control access to the Stock
Reports folder. This token will be disabled by default for all users upon release.
The Stock Adjustments report shows all changes to stock in the given range. The report can be filtered by date the stock
was added, inventory item and adjustment reason. The default columns for this report are Club Name, Timestamp,
Reason Text, Adjustment Reason, Adjustment Text, Inventory No, Inventory, Main Category, Sub Category, Number of
items and Entry Username.
The New Stock report shows all new stock which has been added in the given range. The report can be filtered by date
the stock was added and inventory item. The default columns for this report are Club Name, Timestamp, Inventory
number, Inventory, Main Category, Sub Category, Current Stock Level, Stock Amount Added and Entry Username.
2. Ref TFS #19342 New Report: Enterprise Inventory List
The Enterprise Inventory List report has been added to the Standard >> Configuration >> Inventory folder. This report
gives a list of inventory items at all levels and their configuration. The report can be filtered on Inventory created date,
Inventory Item, Main Category, Item Type and GL Account. The default columns for this report are Inventory, Inventory
Description, Inventory Scope, Inventory Scope Name, Active Date, Inactive Date, Main Category Short Description, Main
Category Description, Sub Category Short Description, Sub Category Description, Tax Rate, Item Type, GL Account, GL
Account Description, Ask For Selling Price, Ask For Member, Print Receipt, Voucher Linked To, Age Check, Age From, Age
To, Gender Restriction, Inventory Date Created, User Created By, Inventory Last Updated and User Last Updated By.
3. Ref TFS #19450 New Report: Purchase and Access Eligibilities Report
The Purchase and Access Eligibilities report has been added to the Standard >> Memberships >> Member List >> Purchase
and Access Eligibilities folder. Note that a new security token, RP_CANVIEWPURCHASEANDACCESSFOLDER has been
added to control access to the Purchase and Access Eligibilities folder. This token will be enabled by default for all users
upon release.
The Purchase and Access Eligibilities report shows all members with an active P & A Eligibility. The report can be filtered
on Membership Type and Eligibility. The default columns for this report are Club Name, Member Number, First Name,
Last Name, Valid From, Eligibility, User Name, Membership and Price Type.
4. Ref TFS #19468 Security token to control customising columns
A new security token, RP_CUSTOMISECOLUMNS, has been added to control the users ability to select the customise
columns option. If the token is disabled the user will receive an insufficient permissions error when selecting Customise
Columns. This token will be enabled by default for all users upon release.

Release 1503

Version: 1.0

5. Ref TFS #19598 Transaction Discounts report to include Discount Method column
The Transaction Discounts report (Standard >> POS Reports >> POS Discounts folder) now includes a column for Discount
Method. This will record whether a discount was applied manually or automatically.
6. Ref TM #174796 // TFS #19773 New Report: Member Overridden Entries
The Member Overridden Entries report has been added to the Standard >> Member Activity >> Member Usage folder.
This report records all overridden entries (when a member does not have access to the club and the user clicks Allow
Entry in Front of House). The report can be filtered by Visit Date and Home Club. The default columns for this report are
Member Number, First Name, Last Name, Visited Club, Visited Date, Access Override Reason, Access Override Reason
Text, Username, Users Full Name, Home Club, Email, Home Address (1-4), Postcode, Home Telephone number, Mobile
Telephone number and Work Telephone number.
7. Ref TFS #19797 New Report: CRM Risk Configuration
The CRM Risk Configuration report has been added to the Standard >> Configuration >> CRM Configuration folder. This
report shows your current risk configuration. The default columns for this report are Risk Rules and Risk Score Amount.
Note that a new security token, RP_CANVIEWCRMCONFIGURATIONFOLDER, has been added to control access to the CRM
Configuration folder. This token will be enabled by default for all users upon release.
8. Ref TM #174316 // TFS #19846 Add Salesperson Name column to User Custom Fields Member report
A column for Salesperson Name has been added as an optional column to the User Custom Fields Member report
(Standard >> Memberships >> User Custom Fields folder).
9. Ref TFS #20058 New Report: Block Booking Dates Report
The Block Booking Dates report has been added to the Standard >> Bookings >> Block Bookings folder. This report shows
the start and end dates of recurring block bookings in the given range. This report can be filtered on Booking Date, First
Session in Recurrence, Last Session in Recurrence, First Booked Session in Recurrence and Last Booked Session in
Recurrence. The default columns for this report are Club Name, Activity, Booking Date, Location, Member Number, First
Name, Last Name, First Session in Recurrence, Last Session in Recurrence, Number of Recurrences, First session In
Recurrence Still Scheduled, Last Session in Recurrence Still Scheduled, Number of Recurrences Still Scheduled, Email,
Home Address (1-4). Postcode, Home Telephone number, Mobile Telephone number and Work Telephone number.
Note that a new security token, RP_CANVIEWBLOCKBOOKINGFOLDER, has been added to control access to the Block
Bookings folder. This token will be enabled by default upon release.

C ONTROL P ANEL
1. Ref TFS #19479 Record when database was last refreshed (for training and UAT)
In Control Panel >> Help >> About there is now an option for Last Refreshed. This will display the date the database was
last refreshed (this is only useful for training and UAT databases, standard environments are not refreshed).
2. Ref TFS #19575 Friendly Name field added to Club Settings
A Friendly Name field has been added to Club Settings >> General tab (this is for use with the upcoming Customer
Communications functionality).
3. Ref TFS #19870 Accounting ID number field added to Club Settings
An Accounting ID field has been added to Club Settings >> General tab. This is for use with any accounts integration you
may have.

B ULK L OG
1. Ref TM #176184 // TFS #19935 Warning will appear when a new termination date is set after the current
termination date
If a member already has a termination date on their account when a bulk admin job is created to extend this termination
date, the user will be warned that this member cannot be processed.
Release 1503

Version: 1.0

CRM
1. Ref TFS #18995 Archiving for Data Protection
Archiving can redact old contacts so their details are no longer stored in Legend. You can choose to export archived
contacts, so they can be searched and viewed through CRM if necessary.

O NLINE S ERVICES
1. Ref TFS #19022 Disable Online Bookings for a specific club
Clubs within Online bookings can now be set so activities at that club are only bookable between specific dates, in Control
Panel >> Club Settings >> Online >> Online Booking Visibility. If the activity is not bookable the user will receive a message
saying the club does not allow bookings on that date.
2. Ref TFS #19023 Set a minimum start date for club membership
It is now possible to set a minimum start date for memberships at a specific club, in Control Panel >> Club Settings >>
Online >> Online Sign Up Visibility.
3. Ref TFS #19209 Allow P & A Eligibilities to be set against online bookings
If an inventory item with P & A eligibilities (set in ACM >> Inventory Access) is linked to a booking schedule or resource
members will require all these eligibilities before they can book the activity. If they attempt to book an activity they are
not eligible for they will receive a message saying they are not eligible.
4. Ref TFS #19507 Club Visibility in online signup
Online signup for a certain club can now be set to become available between specific dates, in Control Panel >> Club
Settings >> Online >> Online Signup Visibility. If the member signs up outside of the given date range they will not see the
club in the Select Your Club dropdown, and any agreements specific to the club will not be shown in the membership
dropdown.

CMS
1. Ref TFS #8734 CMS login to use AD authentication
CMS (admin) login has been updated to use Active Directory authentication.

K IOSK
1. Ref TFS #19499 Test kiosk items and prices available
A new option has been added to Control Panel >> Data >> Inventory/POS >> Kiosk Test which allows users to select a
kiosk, a member and a date/time and return all buttons available on the kiosk for that member within a 5 hour period of
the time entered (1 hour before and 4 hours after purchase).

Release 1503

Version: 1.0

10

Note that the new security token CP_KIOSKTEST is required to access the Kiosk Test option. This token will be disabled by
default for all users upon release.

I NVOICING
1. Ref TFS #13760 Currency symbol
The default currency symbol used in Invoicing can be changed. If you would like your currency symbol changed, please log
a ticket with Legend Support and they will pass it to the relevant team. Note that this change will affect all clubs; you
cannot have one club using and one club using .
2. Ref TFS #19091 / #19092 Integrated Invoicing: Legend GL Codes
Invoicing can now be further integrated with Legend, by recording Invoicing transaction details against appropriate
Legend GL codes. This means that an Invoicing Nominal code must be associated with a Legend GL code in Control Panel
>> Data >> Cost Centres before it will be available to select from the Invoicing Nominal Codes drop down shown when
creating a new invoice through Invoicing.
If a payment is made for that invoice through either Front of House or Invoicing the payment will be allocated against the
correct Legend GL code. If a payment is made through Invoicing this will be visible in appropriate Legend Reports and in
the members statement.
This feature is enabled in Front of House by the new Control Panel setting Use Billing GL Codes for FOH raised invoices
(Control Panel >> Global Settings >> POS tab). Once this is enabled the Nominal Code dropdown will be disabled, as
shown:

To enable this in Invoicing please log a ticket with Legend Support and they will pass it to the relevant team.

Release 1503

Version: 1.0

11

3. Ref TFS #19094 Integrated Invoicing: Pending Invoices

Invoices can be set as Pending in Front of House. This allows for a two stage process users raise pending invoices
through Front of House and another user marks the invoices as approved in Invoicing. Invoices cannot be paid off while
their status is set to Pending.
There are three new security tokens: FOH_CAN_RAISE_INVOICE_AS_PENDING,
FOH_MUST_RAISE_INVOICE_AS_PENDING and INVOICING_EDITPENDINGINVOICE which control the users ability to raise
pending invoices and edit them in Invoicing. Note that these tokens will be disabled by default upon release.
FOH_CAN_RAISE_INVOICE_AS_PENDING if this token is enabled the user can check/uncheck the Pending option shown
when raising an invoice in Front of House. If the token is disabled the Pending option will be greyed out, as shown:

FOH_MUST_RAISE_INVOICE_AS_PENDING if this token is enabled the Set to Pending option will be checked by default.
If FOH_CAN_RAISE_INVOICE_AS_PENDING is also enabled the user can check/uncheck the option at will.
INVOICING_EDITPENDINGINVOICE if this token is enabled the user will be able to access the Edit Pending Invoice option
shown when a Pending Invoice is selected.
4. Ref TFS #19498 Billing Lines shown in Statment
When an invoice is raised the user will now be able to see the individual lines in Front of House >> Member Info >>
Statement and in Membership Management >> Statement.
5. Ref TFS #20039 Record if Integrated GL codes should be used in Front of House
In Global Settings >> POS there is now an option for Use Billing GL Codes for FOH raised invoices, which turns Integrated
GL codes for invoices on/off. When enabled this will disable manually selecting a GL Code when creating an invoice in
Front of House.

P ERFORMANCE

AND I NTERFACE I MPROVEMENTS

1. Ref TFS #18970 Control Panel: Correct typo in CP_EDITDATAPROTECTIONITEMS description

2. Ref TFS #19176 FOH: User friendly error displayed when clicking Float In/Out if a shift is not open
3. Ref TFS #19340 MM: Standard Search performance improved
4. Ref TFS #19363 Improvement to the underlying performance of creating/updating online timetables
5. Ref TFS #19448 FOH: Improvement to Sports Hall Location loading time
6. Ref TFS #19523 FOH: Message when attempting to resolve no account event updated to instruct user to enter bank
details
7. Ref TFS #19533 FOH: Postcode search performance improved

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8. Ref TFS #19553 Control Panel: Description of the Applies inventory items will be shown in Configure Vouchers
9. Ref TFS #19680 FOH: Number of quick add agreements shown increased to 5 options per line
10. Ref TM #167099 // TFS #19791 Online Ticketing: layout updated
11. Ref TM #171156 // 19883 Online Services: Updates to Achievement page
12. Ref TM #167719 // 19906 Interest Groups: Add additional sessions
13. Ref TFS #19933 FOH: Improvement to swipe performance
14. Ref TFS #19933 MM: Upgrade wizard performance improvement
15. Ref TFS #19933 Improvement to tax code sync process
16. Ref TFS #19934 Performance improvement to time taken to load workstation specific settings in apps
17. Ref TFS #19939 MM: Maximise button disabled

B UG F IXES
1. Ref TFS #12540 - Fee Collection: Attempting to collect Mandate Instructions for a BACS club after searching for a
SEPA club will consistently return results
2. Ref TFS #12545 & TFS #13353 Fee Collection: Clubs configured to use Payments will not appear in Club drop down
3. Ref TM #143115 // TFS #15043 Online Services: Credit note shows when cancelling free bookings
4. Ref TM #147389 // TFS #15046 Fee Collection: SEPA Summary and Totals lines to match
5. Ref TM #153330 // TFS #15625 FOH: Swipe to log in fix
6. Ref TM #153065 // TFS #15626 MM: Notes with tab characters can now be deleted
7. Ref TM #152792 // TFS #15627 FOH: Event severity to use configured numerical value
8. Ref TFS #15722 Online: Total renewal fee shown on first page includes any admin fee
9. Ref TM #156982 // TFS #16366 Manually raised charges set to 0% VAT will no longer have VAT raised if
membership revenues item has VAT set
10. Ref TM #157284 // TFS #18276 Sports Courses: Un-enrolling after sessions have started will credit member
correctly
11. Ref TM #157978 // TFS #18307 Sports Courses: Mover record will be created even if member is not booked in to
last session
12. Ref TM #155896 // TFS #19297 Reports: Member Status report will run correctly when agreement is selected as
a membership type
13. Ref TM #172088 // TFS #19334 Bookings: Total Price for Block Bookings will not accept an amount which will
result in a fractional amount (i.e 1.055) being charged per session
14. Ref TFS #19339 Reports: Transaction Detail Report to show contact voucher sales correctly
15. Ref TM #172240 // TFS #19343 Online: updating resource capacity in bookings will also update online capacity
16. Ref TFS #19414 - Fee Collection: Uncollectable on representation will raise debt correctly

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17. Ref TM #172626 // TFS #19445 Bookings: Courses without subcategories will show a waiting list correctly
18. Ref TM #170057 // TFS #19466 MM: Prevent add-ons from having 2 freezes applied
19. Ref TM #173171 // TFS #19510 FOH: member booking status will be recorded as Attendance Overridden rather
than 5
20. Ref TFS #19535 Fee Collection: CSV file will no longer be generated for SEPA runs
21. Ref TFS #19538 Fee Collection: Prompt to submit file receipt consistently
22. Ref TM #173637 // TFS #19636 - Sports Courses: Previous enrolee list will not show current enrolees
23. Ref TM #172870 // TFS #19644 Online Ticketing: Incorrect conflicts on sector bookings resolved
24. Ref TM #172409 // TFS #19655 Online Services: Unlinking and signing up for new membership error resolved
25. Ref TM #174664 // TFS #19709 FOH: Passport balance to respect booking lag time
26. Ref TM #173902 // TFS #19711 Online Services: Issue preventing members with special characters ( . - _ etc)
before the @ from logging in resolved
27. Ref TFS #19740 Control Panel: Text on agreement form to consider if zero day bookings is enabled
28. Ref TM #165295 // TFS #19760 Fraud Check override to authorise correctly
29. Ref TM #174956 // TFS #19772 MM: Order agreements alphabetically in Upgrade Wizard
30. Ref TM #172624 // TFS #19790 Online Services: Page Looping when connecting membership fix
31. Ref TM #174709 // TFS #19835 Sports Courses: Charges after course move will account for price difference
32. Ref TM #174094 // TFS #19836 Sports Courses: Re-enrolment corrections can now be made without publishing
the course
33. Ref TM #175322 // TFS #19844 Bookings: Holiday Warning will not appear when no event is scheduled
34. Ref TFS #19859 FOH: Clicking on Search icon performs search correctly
35. Ref TFS #171156 // TFS #19882 Sports Courses: Contact Groups will no longer show courses which have been
cancelled
36. Ref TFS #19916 Online Services: Timeout will now happen in first step of sign up
37. Ref TM #162320 // TFS #19923 FOH: Course sessions will be shown correctly when changing booking club
38. Ref TM #176208 // TFS #19938 Online: Timetable horizon for agreement price types respects advanced limit
39. Ref TM #176275 // TFS #19960 Fee Collection: Only raise Representation Failed events once
40. Ref TM #176366 // TFS #20033 MM: Promotions will not show if the price scheme line has not been deployed
41. Ref TM #176430 // TFS #20059 Bookings: If no value is set in resource Advanced Limit FOH will assume the
advanced limit is 0
42. Ref TM #177185 // TFS #20185 FOH: Changed booking statuses will be accounted for in capacity

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