New Software Features & Enhancements

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1 New Software Features & Enhancements Reservations Support for requiring a market segment upon check-in The Market Required setting in GM functions has been expanded to allow you a choice between Always or Only upon Check-In. When the latter is selected, the market segment will only be required on a reservation as part of the CloudPM check-in process. Any other time, the reservation can be edited or saved without provided a market segment. The default setting will be set to Always for all customers who had previously opted to have Market set as required. This maintains the existing behavior in previous versions, which required a market segment to save a reservation at any time. Lock Market Segment code on non-pms (CRS, OTA) reservations This new option is now available in GM Functions, under Default Settings. Once enabled, the market segment code on reservations made through any interface (such as a CRS or OTA) cannot be changed by a user in CloudPM Note: if no market segment was provided at the time that interfaced booked was made, then the user can still choose one. The selection will be locked once the reservation is saved. Rate code now available on Find Reservations page You can now choose to view the rate code as another column when searching for reservations on the Find Reservation page. To make this appear, click on Choose Columns and enable Rate Code. This will also allow you to search and filter for reservations by rate code. 1

2 Customized behavior on when a market segment should be updated as part of a rate change This new option is now available in GM functions, under Default Settings. It allows you to toggle how market segments on the reservations are updated when the rate code is changed on a reservation. There are 3 options: Always: When this option is set, the default market segment on the rate code will always update the existing value set on the reservation. This is the default option and maintains the behavior of CloudPM prior to version 5.6. Never: When this option is set, the default market segment on the rate code is ignored. Changes to the rate code on the reservation will not modify the market segment already set previously. Prompt: When this option is set, each time the rate code on the reservation is changed the user will be prompted as to whether they wish to update the market segment on the reservation. If the market segment on the reservation is the same as the default on the rate code, this prompt will be skipped. 2

3 Folios & Taxes Automated tax logic when making adjustments or corrections on folios A new setting labeled Hide tax adjustment form when making adjustments on folios has been added to the Default Settings page in GM Functions. Once enabled, CloudPM will no longer prompt the user to choose whether taxes should be included when adjusting transactions or making corrections on folios. When adjusting by item, CloudPM will automatically include any taxes that were part of the original charge. When adjusting by amount, CloudPM will post any taxes that are not flagged as exempt on the reservation. Arrival and Departure Date on printed folios All folio forms have been enhanced to include the Arrival and Departure date of the reservation as part of the header section. This will appear directly beneath the confirmation number. For share reservations, the dates will reflect the arrival and departure of the individual sharing guests. Enhanced form design to match latest Best Western standards The folio form and registration card have had several updates to conform with the latest Best Western brand standards. This includes changing the font to Gotham in the header and footer sections, adjustments in alignment and the additional of arrival and departure dates. 3

4 Reporting Standardized terminology across all reports All CloudPM reports will now follow the same metrics terminology, making it easier for customers to cross-reference figures between reports. Standardized default formulas across all reports All CloudPM reports will now default to the same formulas when calculating metrics such as Rooms Sold and ADR. These defaults are based on STR standards. Options have been added to reports allowing customers to adjust these formulas to suit their business needs. Option to Include Comp Rooms in Rooms Sold The option to choose whether complimentary rooms will be counted as part of the rooms sold figure has been added to the reports below. By default, complimentary rooms will not be included. Availability Booking Pace Length of Stay Managers Report Rate & Market Statistics (as Room Nights ) Reservation Dashboard (in Reservations module) Reservation Forecast Room Sales Rooms Sold & ADR Statistics by State & Country 4

5 Option to Include Group Rooms Not Picked-Up in Rooms Sold The option to choose whether group blocks not yet picked up should be counted as part of the rooms sold figure has been added to the reports below. By default, open group blocks will not be included. Availability Reservation Dashboard (in Reservations module) Reservation Forecast Rooms Sold & ADR Option to Include Day Use Rooms in left to Sell The option to choose where day use rooms should be deducted from rooms left to sell has been added to the reports below. When checked, day use rooms can be resold and will not deduct from left to sell. When unchecked, day use rooms cannot be resold and will deduct from left to sell. Availability Managers Report Enhancements The following metrics have been added to the Managers Report Average Length of Stay (LOS) Rooms Sold Profiles New HTML5 User Experience Export to Excel The entire Profiles module has been re-written in HTML5. Leveraging this new technology allows us to significantly improve performance, offer compatibility with more browsers and present a refreshed look and feel that considers your usability feedback. You are now able to export all results on the search pages of the profiles module to Excel. Simply click on the Export to Excel buttons at the top of each of these pages to begin. 5

6 Miscellaneous New security permission for managing market segments Re-Open a Closed Group Prevent users from giving themselves elevated permissions A new Edit Markets security permission has been added to the Security Roles area in GM Functions. Users must now have this permission to be able to edit Market Segment configuration. Users without this permission will only be able to view this configuration. You are now able to re-open a group folio after it has been closed. Simply change the status to Open (previously disabled). The Security Roles and Security Users pages have been updated to prevent users from giving themselves or others access to areas of CloudPM which they do not already have access to. Instead, all roles or user permissions that the logged in user does not already have access to will be greyed out. To elevate permissions, a user will need to consult with a team member who already has access to the features they are seeking to enable. Support for Security Administrators New logo A new option is now available when configuring Security Users in GM Functions. Each user can now be flagged as a Security Administrator. This clearance grants access for the user to create both users and roles with any permissions that exist in the system. The logo in CloudPM has been updated to match our newly launched MSI Solutions brand. Ability to upload custom logo for Best Western Premier Collection Best Western Premier Collection customers will now have the ability to upload custom logos for registration cards, folios and letters. These options can be found in the reports module under Print Options. Note: This feature should not be used by properties not part of the Best Western Premier Collection 6

7 Software Corrections & Improvements The following items are reported issues from our customers that have been fixed in this release of CloudPM Payment due calculations will now correctly calculate inclusive room taxes as part of the due figure 1902 Corrected issue that allowed users to post, make adjustments and transfers on closed house accounts 2648 Corrected issue causing day use reservations to display zero room value on the rates & taxes screen 2721 Corrected issue causing credit card capture report to not display any data 2721 Credit Card Capture Report Does Not Return Data 2770 Users can now set their login page to reporting previously this was causing an error 2773 Corrected issue causing night audit to error when settling the batch 2773 Auto Night Audit Fails to Settle batch with error "Data at the Root Level is invalid. Line 1, Position 1" 2788 Group folios will now prevent the user from closing when there is an open balance 2812 When printing folios, reservations that have had any nights post under a confidential rate will now always prompt whether to print a customer or hotel copy 2837 Corrected issue causing voided transaction report not to return any data 2886 Corrected the export file name for the department audit report to match the report name 2887 Revenue from day use rooms will now be included as part of the revenue figures in the profile statistics report 3083 Improved performance when accessing reservation dashboard and availability screens 3292 Users will now be prevented from making posting, adjustments and tokenizing credit cards while in offline mode 3299 Credit limit will not update correctly upon posting a payment while checking out 3324 Taxes without a configured end date will now appear when choosing rate code tax exemptions 3527 Corrected issue causing group field to be disabled after cancelling a pick-up 3562 Corrected issue causing rate on registration card to be inflated for re-instated no-show reservations 3643 When printing folios, reservations will prompt whether to print a customer or hotel copy if the folio contains charges routed from another confidential reservation 3686 Out of Order rooms will now deduct from the left to sell figure on the Rooms Sold & ADR report 3686 Day use rooms will now be counted as part of the rooms sold figure on the Rooms Sold & ADR report 3690 Day use rooms will now be counted as part of the rooms sold figure on the Room Sales Report 7

8 3697 Day use rooms will now be counted as part of the rooms sold figure on the Booking Pace Report 3801 The Tax Exempt report will now calculate net room revenue based on historical folio postings for past dates 3936 Corrected navigation shortcut to go to guest folio when right clicking and selecting guest folio on reservation search results 3945 Day use rooms will now be counted as part of occupancy statistics for forecast dates 3945 Corrected arrivals and departures count for dates that included day use reservations 4003 Corrected the length of stay report to retain historical statistics for room types that were previously marked as inactive 4054 Corrected the booking pace report to retain historical statistics for room types that were previously marked as inactive 4055 Corrected the room type statistics report to retain historical statistics for room types that were previously marked as inactive 4083 Corrected the room sales report to retain historical statistics for room types that were previously marked as inactive 4117 Corrected the reservation forecast report to count shares as 1 reservation under all circumstances 4350 Corrected the revenue figures on profiles in CloudPM to match the logic found in the profile statistics report 4468 Corrected issue causing CloudPM to save the wrong departure date when a re-instate is not completed 4510 Improved performance of booking rules screen 4547 Corrected reservation forecast report to consistently include revenue from the advance deposit, guest and city ledgers 4548 Corrected booking pace report to consistently include revenue from the advance deposit, guest and city ledgers 4549 Corrected statistics by state & country report to consistently include revenue from the advance deposit, guest and city ledgers 4551 Corrected room sales report to consistently include revenue from the advance deposit, guest and city ledgers 4644 Corrected rooms sold & ADR report to consistently include revenue from the advance deposit, guest and city ledgers 4724 Corrected rate & market statistics report to categorize revenue based on the original source reservation 4745 Corrected guest ledger report to calculate room revenue based on the department code configured for Accounting Group Room Charges 5412 Corrected issue causing messages sent to individuals to display to all users after being read by initial recipient 5422 When generating keys for in-house guests, the start date will now correctly update to the current business date 5427 Fixed an issue preventing pickups on groups with codes longer than supported in SynXis failing to report correctly 5719 Extending a reservation for 1 day on a date when a room type is overbooked will now generate an overbooking dialog 6014 Abandoning or failing to completely reinstate a reservation will now preserve the correct dates on the reservation 5983 Housekeeping can now save more than 100 housekeeping status at once 1886 Fixed issue that would allow user to reinstate a secondary share after the primary was cancelled 1896 Pop-up will now display when making updates to a group pickup after the cutoff date 1933 Updated override prompt verbiage for clarity 8

9 1845 Staff messaging window will now display the entire message 1924 Yahoo is now compatible with the message manager 1937 Fixed issue causing package dates to start over from previous stay dates when copying a reservation 4573 Allocations will now display correctly in booking rules screen 5760 Groups matrix will no longer count pickups on day of departure 5827 Selecting auto print folio and check-out and setting multiple folios to print will now work correctly 5977 Corrected verbiage of continuous in reports 6020 Fixed an issue causing some browsers to crash when extending reservations on day of departure 6081 Group block release prompt will no longer appear when cancelling a pickup on group cutoff date 6223 Fixed an issue preventing check-out for some guests 6411 Fixed an issue causing postings to sometimes not appear when using detailing city ledger invoices 6597 Fixed an issue causing the managers report to time-out 9