Merang TravelOffice

We just added a few more features to the Invoicing Module which, we hope, you will find useful. Here is a summary of them:

1. Agent Dashboard:

When you log in to the invoicing module, you will now notice 4 boxes; previously we only had 2 boxes (create new invoice, and search invoice).

• My Booking Activity: Provides a quick summary of the commission earned for the company (”Total Commission” ) and agents (”My Commission”). Based on the user’s role, they would see either the information for their own invoice, or can switch between their invoices or the company’s/office’s invoices. Please note that the booking activity only displays the commission information for invoices that are in the post-review status (i.e. that are “completed”, in “Accounting” or “Closed”). Also, the information displayed is for the previous month, current month, and year-to-date (YTD).
  
• Who Owes Me: This box provides a list of customers who still have an amount owing to your company. Based on the user’s role, they would see either the information for their own invoice, or can switch between their invoices or the company’s/office’s invoices. The information displayed is for invoices in all stages ( i.e. also includes those invoices in “Pending” or “Review” status). The list only displays the first 8, and if you need to see the complete listing, click on “Full Report”. Dates highlighted in red are past-due. If you click on the icon, a copy of the invoice opens so that you can obtain the customer’s contact information and you can view all details of their booking.

Please note for both new boxes: For users who have been assigned a role of “Inside” or “Outside” agent, they would see this information for their own invoices only . For users who have been assigned a role of “Manager” can switch between seeing information for their own invoices and all of the office invoices (for their branch). For users who have been assigned a role of “Administrator” or “Accountant” can switch between seeing information for their own invoices and all of the company’s invoices. 

2. A better Search:

We have improved the search invoices box so that you can now also search by booking date. Also, you can select a period of time to search by Booking Date or Departure Date. When the search results are displayed, we have also included the field for “Booking Date”.

We successfully launched version 3.0 of the TravelOffice system in October. Since then, many of you asked us to summarize the changes/enhancements and highlight new features added. So here goes:

• Simplified Login Page:
  The login pages for both modules (invoice and back-office) has been simplified with a single login page. Also, we created a quick link to switch between the Invoice Module and Back-office Module quickly without logging out (for users assigned with Administrator, Accountant, or Manager roles).  
• Invoice Module Enhancements:
  We changed the layout of the customer invoices generated through the system. In addition, we added two more payment options under the customer and supplier payments sections:
   - Supplier Coupon: for customers that redeem supplier coupons
  - Cash (Non-Trust Account): For payments made to suppliers not through the Trust account.(Both of these also affect the Trust Account calculations and the Journal Entries, which have also been modified to accept these).
• Back-office Module Enhancements:
  Travel Document Requirements Profile: You can create ’standard travel document requirements’ profiles for various destinations. Then, on the invoice, simply select the ‘travel document requirements’ statement for the destination to display on the invoice (This is for your compliance to travel industry requirements in various jurisdictions).Invoice Profile: You can now customize the various “Payment Titles” - the standard are ‘Adult Price’, ‘Child Price’, ‘Single Supplement’, ‘Surcharge’,'Taxes’, and ‘Other’. You can now customize these to meet your company’s requirements.

  Marketing Reports: We have now added a customer profiles marketing report which lets you print a list of your customers contact information (e.g. address, phone, fax, e-mail address) which can be used to create labels, send e-newsletters or bulk marketing e-mails etc.

Our team is currently working on some more minor modifications, which we hope to release within the next few weeks (release 3.1).