CRS 2.6.2

CRS 2.6.2 was released on August 1, 2013. It contains the following enhancements and fixed issues:

Enhancements

Fixed Issues

 

Multiple Reports

Select Reports Available for Automatic Generation and E-Mail Delivery

As soon as the report cycle is complete, the following reports can be generated and e-mailed directly to your inbox:

  • Final Invoices Avail. vs. Actual
  • Initial Invoice by Paymode
  • Initial Invoice by Account
  • New Accounts
  • Problem Reversal
  • Daily Billing Statement

Reports will be sent in Excel format. Each report will be generated based on cycle. For example, the Daily Billing Statement will be sent every day while the Monthly Billing Statement will be sent the first day of the following month.

Additional reports will be available in the future, as we work to expand the e-mail delivery service.

Get started! Contact our Client Implementation Team at [email protected] to set up automated reports.

 

Account Reconciliation

New Column: Agreement Start Date

Each member's agreement start date is now listed in the report under the Agreement Start Date column. This new column has been added to both the Total Positive Impact and Total Negative Impact drill-down reports.

 

Year to Date

New Column: Total Exited

A new column has been added to the Year to Date report to represent total accounts exited. This column sums the Total Non-Cash Exited and Total Cash Exited columns. See a sample report including the Total Exited column below:

 

MTD Activity Summary Net Collected Drill-Down

Additional Activity Data Now Available

Previously, the report displayed all activity included in existing deposits. The report has been expanded to include activity that has been captured for a future deposit.

 

Initial Invoice by Paymode

Heading Issue

In Active Report format, the headings indicating profit center (for example Dues, Chargeback, and Enhance) were missing for all invoice types.

The issue has been corrected so that headings appear properly, as shown in the highlighted areas below: