Release 1.81.0
Find out what is in this release by watching the short release summary video. For more detail on each new feature check out the linked help file.
๐ฅ Agency payments now sync to Xero
Agency payments can now create and update draft Bill Payments in Xero automatically, so you no longer need to record agent commission payments twice. Turn on syncing from the Configure Xero integration dialog, then map your agency payment reference fields in Organisation โ Accounting.
๐ฅ Default Postcard layout by product type
You can now override the system default Postcard layout for each product type in Organisation โ Defaults โ Product type defaults. Every new item of that type added to an itinerary uses your chosen layout automatically, so there's less formatting to do each time you build.
๐ฅ QuickBooks CSV export for supplier payments
The Export payments dialog now supports QuickBooks CSV, alongside the existing Xero format. Export your supplier payments in whichever format your accounting software expects.
๐ฅ Duplicate templates
Templates can now be duplicated directly from the Templates tab, just like duplicating an itinerary. Use an existing template as your starting point instead of building from scratch each time.
๐ Feature enhancements
Optional and own arrangements items are now visually distinct in the builder. Items with Optional or Own arrangements status now have a dashed border and a question mark icon in the builder, so you can identify them without switching to the pricing tab.
Copy agency data when duplicating an itinerary. Agency details, and agency pricing, now carry across when you duplicate an itinerary.
"Booking details" toggle added to sharing and exports. Choose whether booking details are included when you share or export an itinerary.
"Refresh all items" button added to the Final template. This brings the Final template in line with the existing Postcard behaviour.
Refreshed booking confirmation webpage. The design now matches the updated booking email template.
Turn private sharing on or off for an itinerary. This makes the private share consistent with public sharing.
New sharing status column on the Itineraries tab. See public and private sharing icons at a glance, without opening each itinerary.
Xero credit notes now sync in real time. Incoming payment credits update in Xero immediately, rather than on a delay.
Clearer supplier names in the builder's Edit item dialog. This is also preparation for creating a new package feature in the not to distant future.
Vamoos integration improvements. Attachments, notifications, and points of interest are now kept in place when you re-push an itinerary to Vamoos.
๐ Bug fixes
- Fixed the booking confirmation page showing an extra "0" when an itinerary has no travellers.
- Fixed descriptions, notes to traveller, and inclusions not being pushed to Axus for some product types.
- Updated Xero API permissions to keep your integration running smoothly ahead of upcoming changes from Xero.
Release 1.80.0
Find out what is in this release by watching the short release summary video. For more detail on each new feature check out the linked help file.
๐ฅ Restriction and cancellation policy alerts in more places
Product restrictions and cancellation policies now surface at more points in your workflow, so you're less likely to be caught out.
You'll now see restriction and cancellation policy alerts when:
- Adding add-ons to an item
- Editing item dates, including when dragging an item or an entire day to a new date
- Adding a template to an itinerary
- Changing itinerary dates
- Duplicating an itinerary
When restrictions apply, a summary dialog appears so you can review each one before deciding whether to continue.
๐ฅ Product type defaults
Admins can now set default settings per product type in Organisation โ Defaults. The first option available is Hide from itinerary and inclusions. Set it once for a product type โ fees, for example โ and any new item of that type added to an itinerary will be hidden automatically. No more manually toggling it every time.
๐ฅ Refreshed booking emails
Booking request and booking update emails have been redesigned. The layout is more compact and consistent, supplier details are better organised, and the information that matters is easier to find at a glance.
๐ Feature enhancements
Optional and own arrangements items are now visually distinct in the builder. Items with Optional or Own arrangements status now have a dashed border and a question mark icon in the builder, so you can identify them without switching to the pricing tab.
Optional status is preserved when duplicating an itinerary. If your source itinerary has items marked as Optional, those statuses will carry across to the duplicate. Useful when using a sample itinerary as a starting point for quotes.
Xero credit note account code mapping. You can now map an account code for credit note payments in Organisation โ Accounting. Previously, credit notes were pushed to Xero without account code mapping, requiring a manual update.
Pricing page now shows 0.00 instead of blank for items with no rates. Items added to an itinerary without applicable rates will display as 0.00 in the pricing table, itemised pricing, and itinerary summary export. The zeroes are muted to distinguish them visually from items with actual prices.
Updated Zoho Analytics data. Several improvements to reporting accuracy: agent margin is now calculated correctly when no agency is present, supplier name and product name are now populated for add-on items in the supplier payments table, and the analytics_agencypayments table now includes a Created_by_user column.
๐ Bug fixes
- Fixed agent margin and agent markup resetting to 0 for fee items after refreshing pricing.
- Fixed Xero invoice references reverting to include a space after a payment was updated.
- Fixed some French translations related to the Optional and Own arrangements statuses and related labels.
- Removed the "Unable to access on mobile" message. The message was inaccurate and caused confusion.
- Fixed the dashboard to display better on smaller screens.
Find out what is in the June release by watching the short release summary video. For more detail on each new feature check out the linked help file.
๐ฅ New itinerary summary export default and more organisation defaults
Admins can now set defaults for more of the settings that would otherwise need configuring itinerary by itinerary. Less repetition for your team, fewer settings to chase down.
- Itinerary summary export. Set a default export template at the organisation level so agents aren't choosing from scratch each time.
- Itinerary preview template. Choose a default preview template for new itineraries across your organisation.
- Supplier margin type and product creation. Set your preferred margin type once, and configure whether new products are created automatically when adding suppliers.
๐ Feature enhancements ๐
Cleaner view for completed itineraries. Warnings no longer appear on itineraries in a completed status. Once a trip is done, it's done.
Open supplier and agency websites in a new tab. A small addition, but one that stops you losing your place mid-workflow.
Booking fields now show consistently. A logic issue meant some fields only appeared on the itinerary final view once a booking was confirmed. That restriction has been removed, so what you see in the builder reflects what your client will see.
Product restrictions dialog. Updated design for a cleaner, more consistent look.
Terms and conditions in itinerary preview. The design has been refreshed to better match the overall preview presentation.
๐ Bug fixes ๐
- Fixed own-arrangements items appearing in the filters on the itinerary pricing tab.
- Fixed optional bookings not grouping correctly by type in the itinerary summary export.
- Fixed the brand font not applying to introduction descriptions in the itinerary preview.
- Fixed a broken link to the help article for importing supplier rates.
- Fixed an edge case where the builder showed an incorrect number of nights.
Find out what is in the May release by watching the short release summary video. For more detail on each new feature check out the linked help file.