Lloyd West, TRAMS Back Office Product Manager

Value Feature # 1:
Agent Payments are now linked to the Agent Bookings Cleared when using the Agent Reconciliation. If you query for the payment made to the agent on the Payment Query Screen, and right-click the payment to Query All Invoices, the invoices cleared and paid to the agent when using the Agent Reconciliation will be displayed. A View Pymt button has also been added to the Agent Tab of the Booking Screen that also links to the Agent Payment.

Value Feature # 2:
CSI (Card Services International) has been implemented & turned on as a new CC Merchant Processor under Utilities|Setup|CC Processors and as a new CC Processor on the CC Merchant Reconciliation Screen. For information and signup procedures go to the TRAMS Website at www.trams.com/prCcm/index.thtml.

Value Feature # 3:
Support has been added for UATP cards using Pinnacle Payment Solutions. Add UATP as a new card if you are processing through Pinnacle, under Utilities|Setup|CC Processors. The UATP CC Merchant Payment is created the same as any other CC you are going to process. When going to the CC Merchant Reconciliation Screen, you can select only UATP as the Included Card and process those transactions as long as the processor you select is Pinnacle. Both charges and refunds may be processed.

Value Feature # 4:
Now you have a cleared status option on the CC Merchant Reconciliation screen. You can display only items that have not been processed to prevent accidentally processing an already processed item a second time.

Value Feature # 5:
You can now run the Vendor Statement Report with an Invoice Type of Incoming or Outgoing. You are able to separate invoices by those that the agency owes to the Vendor, a true payable, vs. those receivables the agency is owed by the Vendor.

Value Feature # 6:
The Income Statement report now has a 3rd and 4th column date option. They are available for both a printed report and a mail merge export format. The report automatically suppresses the printing of ALL percentage columns when a 3rd or 4th date range field is selected, and the report automatically prints in Landscape like it now does when Portrait won't fit all the columns. Suppressing the percentage columns only when selecting a 3rd or 4th date range, allows the report to show the percentage columns for those agencies wanting and needing to see that data, as is currently shown. When the report is run for 3 columns of data, a 4th blank column is also be displayed by design.

Value Feature # 7:
The Vendor Date Payable from the General Tab of the Booking Screen is now a field under Reports|Report Generator|Build Reports. Now you can create a report showing the vendor date payable and be able to do a sort by the date payable.

Value Feature # 8:
The PRISM Export now includes an option to include Service Fee bookings. Both ARC/BSP & Non ARC/BSP service fee bookings are included.

Value Feature # 9:
The PRISM Export now has a checkbox for Don't Include Commission Amounts. When this box is checked, the commission amount fields in the exported files show as "0.00". So if the party that you are sending the exported files to does not require commission information, you now have a way to prevent that information from being shipped.

Value Feature # 10:
The TBO User Login Screen has been changed to be like the ClientBase User Login Screen. Now there is only a default checkbox for Remember Password, and the Alias and UserName fields are remembered from those last used for login.