2024 April Release - April 5

New! Customer Referrals
Customer referrals can now be tracked within the system enabling you to create or enhance your referral reward program.  New customers are able to identif...
Wed, 5 Jun, 2024 at 5:30 PM
New! Autopay Account
When enabling Autopay, a new Autopay Account field becomes visible. Use this field to select the payment account to be used for the automatic creation of pa...
Fri, 5 Apr, 2024 at 11:41 AM
Change: Invoice template
The following changes have been made to the standard Invoice Template.  The reference number of a wire payment will now display. A new parameter has bee...
Tue, 26 Mar, 2024 at 1:28 PM
Fix: Copy Departure Wizard
The following issues have been fixed:  The Copy Departure Wizard was not applying cost rate amounts based on the new cost start/end dates. This issue h...
Wed, 27 Mar, 2024 at 6:41 AM
Fix: Payments
The following issues have been fixed with regards to PEAK 15 Pay:  Credit Card tokenization failed when Postal Code was not applicable to the issuing c...
Wed, 27 Mar, 2024 at 6:19 AM
Fix: Bills
The following issues have been fixed.  Creating a new bill was displaying a cost more than once. This issue occurred the cost has multiple rates for occup...
Tue, 26 Mar, 2024 at 1:29 PM
Fix: D365 Cost Form is not locking exchange rate
When a Cost is created in Planner 2.0 having currency that does not equal the base org currency, on the D365 Cost form, exchange rate was not locked. This i...
Tue, 26 Mar, 2024 at 12:49 PM
Fix: Percentage of Price Category Cost
Applicable to old Planner.  When creating a cost where Unit = Percentage of Price Category, users were able to change the default values of Rate Type = Adu...
Tue, 26 Mar, 2024 at 12:44 PM
Fix: Contact's breadcrumb menu
In the breadcrumb of a Contact record, users will no longer see an option to open/create Bookings. The Q3 Release incorrectly redisplayed the Bookings butto...
Thu, 28 Mar, 2024 at 9:28 AM
Fix: Vamoos Itinerary
On the Itinerary displayed in the Vamoos app, descriptions associated to Transfer costs were not displaying when the day did not contain an Activity cost. T...
Tue, 26 Mar, 2024 at 12:41 PM