--- Legend Release Notes ---

10.9.9 F EATURE P ACK 10 C ONTENTS

INVOICING 1. Force the population of the nominal code 2. Claim it report enterprise selection 3. Four additional VAT states required REPORTS 1. Book and pay online commidea report mismatch 2. Prospect name showing NULL when first name missing 3. Incorrect figures from agreement summary report FOH 1. Additional reference field within cash management 2. Waiting list showing member from wrong club 3. Refunds showing incorrectly 4. ACM integration to FOH 5. Member swipes history CONTROL PANEL 1. Inventory field lengths 2. New workstation error BULK ADMINISTRATION TOOL 1. Ability to bulk change a members club BOOKINGS 1. Incorrect number of strikes raised against members ONLINE SERVICES 1. Social media integration for membership purchases

I NVOICING

1. Force the population of the nominal code Ref #2211 Requirement: To increase the validation around the nominal code field at the time of creating a new invoice. Proposal: Currently, when generating a new invoice the nominal code is pre-selected, this can lead to users to leave it as it is and the wrong nominal code being raised with the invoice. The proposal is to change the nominal code drop down box with a Select Value option which will force the user to select the correct nominal code. Implementation: The nominal code drop down box when creating a new invoice no longer has a code pre-selected but has the test Select Value instead. 2. Claim it report enterprise selection Ref #2210 Requirement: The Claim It report can currently only be run for one site at a time. The requirement is for this report to be run at enterprise level. Proposal: The parameters will be changed from site selection to two options, All sites or selected sites. Implementation: The user will now get the opportunity to select to run the report for all sites or selected sites by selecting a radio button under the report parameters. Upon selecting selected sites the user can tick which sites are required to be included in the report. 3. Four additional VAT states Ref #2212 Requirement: The invoice system currently provides an option to specify zero VAT on an invoice. It has been requested that there are additional zero VAT options required. Proposal: Upon selected zero VAT on an invoice row an additional drop down box will be shown to give the reason for zero VAT. Implementation: A new VAT value of 5% has been added and 3 different reasons as to why a zero VAT rate was selected: Exempt, Out of scope and Zero rated. These will be shown to the user upon selecting Zero VAT rate.

R EPORTS

1. Book and pay online commidea report mismatch Ref #1257 Requirement: There is a requirement for auditing purposes to reconcile online income with legend reports so that the following can be established; Money taken between X & Y date/time Income to be attributed to correct centre where booking was made Proposal: To achieve the goals two reports will be provided as a single report cannot resolve all issues. A global transaction ID will be present on both reports, which is a unique ID that exists on both Commidea and Legend systems which will help reconcile anomalies. Implementation: The two reports are as follows;

Online Payment This report can be found in Legend reports > Standard > POS reports > Online Payment. The report consists of the following columns; Commidea Transaction ID Legend Transaction ID Date Processed Amount The report has no customizable columns. The report can be run at multiple locations via the organisation parameters section and for different date ranges via the range parameter section. Online Payment Details This report can be found in Legend reports > Standard > POS reports > Online Payment detail. The report consists of the following columns; Legend Transaction ID Commidea Transaction ID Club Name Member Number Name Billing Source Billing Source ID Inventory No Amount The report has two columns which can be added via the customizable columns options and are; Payment Method Card Payment The report can be run at multiple locations via the organisation parameters section a d for different date ranges via the range parameter section. The report can also be filtered by the billing source type via the range parameter selection. 2. Prospect name showing NULL when first name missing Ref #2897 Issue: If a prospect was either imported or created without a first name the Prospect list report would not show any name, even if the member had a surname entered. Fix: The report will now show either just the surname or first name if the other does not exist. 3. Incorrect figures in agreement summary report Ref #2845 Issue: The Agreement summary reports figures too low when compared to the agreement count report. The main reason being is it does not include members without a gender, as the report was written when it was not possible to create members without genders. Fix: The report now does not take into account the gender, so if a member does not have a gender they will still be counted in both reports.

FOH

1. Additional reference field in cash management Ref #2220 Requirement: The Legend FOH application currently allows a user to input a slip number during the cash up process, this slip number can be based on configurable settings in the control panel and validated against a regular expression. It is now required to record slip and reference number on the bank paying in slips for auto bank reconciliation. Proposal: To add additional slip number checks on cash lift, big bag reconciliation, small bag and big bag collection. These will be controlled in control panel and configured as the current settings are, by regular expression. Implementation: To implement this new feature and functionality navigate to Control Panel > Global Settings > FOH. Inside this tab there is four different settings, each with a tick box to enable the new slip number or reference number and a configuration field to enter a regular expression which the user must meet before being able to continue with the process. To enter a regular expression against any of the item first tick the relevant box and then click on the box to open the regular expression window. It is possible to enter your regular expression in this field and then a test slip number to check if it is a valid expression. 2. Waiting lists showing members from wrong clubs Ref #3255 Issue: When viewing waiting lists in bookings it shows the correct list of members, when viewing the same waiting list in FOH it can show many more members, the additional members are from different clubs which should not be on there. Fix: The same logic applied to waiting lists in bookings is now applied to FOH and will only show members from the same club. 3. Refunds showing incorrectly Ref #2908 Issue: When applying a refund against a member in FOH the application shows this as debt instead of a refund. This is highlighted when viewing the members billing tab where the money shows as being owed instead of going into the refund tab. Fix: Refunds are now applied in FOH as refunds and not as debt. The members statement will show as expected. 4. ACM integration into FOH Ref #1996 Requirement: Legend developed the Access Control Module (ACM) to control access to internal facilities in a club. Its integration with FOH requires some enhancements; this release includes the following enhancements. Enhancements: External Gate: ACM will provide support to create and configure an external gate into a facility. When a gate is configured as external it will have all the existing access control checks as well as the ones which are defined in ACM. External gates will have a different colour code in FOH. Gate and customer facing screen Customer facing screen does not currently support swipes happening on ACM gates. This will be allowed and configured on per gate basis.

Swipe History Currently ACM swipes do not instantly appear in Swipe History. This has been changed to show ACM swipes happening on that machine instantaneously and then load the swipes on other machines after a number of minutes. Courses and ACM The inventory behaviour was not being applied correctly when purchasing courses, one session was applied straight away rather than for all course sessions. It will now pick up how many sessions are booked. 5. Member swipes history Ref #2844 Issue: When clicking on a member from the member swipes list it loads the information into the member control screen, if a user then swipes in a member afterwards the member information will not update and will show the previous member who was clicked in from the swipes box. Fix: The correct member will now be shown from the passport window and the member control screen in FOH. 6. Income reporting from FOH booking transactions Ref #3268 Issue: Scheme utilisation report will not show correct income from bookings made within FOH due to an issue in the database with data passed from the application. Fix: The application now passes the correct and full data set to the database to enable correct reporting on courses booked in FOH.

C ONTROL P ANEL

1. Inventory field lengths Ref #2899 Issue: When creating a new inventory item in the control panel the database allows the item and description to have 25 and 50 characters respectively, however the application will only use 20 and 25 characters respectively. Fix: The database and application match to allow for 25 and 50 characters for the item and the description fields against an inventory item. 2. New workstation error Ref #2898 Issue: Creating a new workstation works fine in the control panel unless a user goes back to attempt and edit the newly created workstation. The user will receive the following error; Invalid Printer ID: Please provide a valid default printer ID. This is caused by the default setting for Supports Additional Printer under the workstation POS tab being ticked by default. Fix: The setting is now not enabled by default. If a workstation requires this setting enabled the user must navigate to the workstations POS tab and tick the setting.

B ULK A DMINISTRATION T OOL

1. Ability to bulk change a members club Ref #1205 Requirement: To bulk update members home clubs within the bulk administration tool. This can have benefits when clubs/centres close and members would like to stay with the group. Proposal: A new tab will be added to the Bulk Administration tool to provide the ability to select a new club for all members in the imported list. Implementation: Once a set of members has been imported into the bulk administration tool navigate to the new Member Changes tab. This tab will host non-financial changes to a member, the first of which will be to allow the changing of the members home club. This will be performed by selecting the new club from a drop down list of active clubs. The option to perform this update will be protected in the same way as other operations, by using a check box to enable the type of change and a radio button to select this particular operation. Upon processing all members included in the imported member list will have their home club set to the selected club. There is no provision for obtaining the new home club from the imported list, where this is required several member lists will be required, one for each new home club. NOTE: Changing a members home club may result in inconsistencies in some historical reporting.

B OOKINGS

1. Incorrect number of strikes raised against members Ref #2664 Issue: Advanced booking penalties were creating far too few strikes against members. The issue was around the exemption of certain types of bookings. Solution: The logic which calculates who strikes need to be raised against has been amended and now the correct number should be raised.

O NLINE S ERVICES

1. Social Media sharing for membership purchases Ref #3322 Requirement: To extend social media to membership purchases in both normal basket and the 5 step process. Proposal: To use all existing functionality used in the current social media integration but add additional settings for the pre-defined text. Implementation: The existing functionality for social media integration has remained unchanged, apart from the social media integration will now show at the end of membership purchases either through the 5 step process or the logged in basket version. The settings to turn the social media on are still located in the CMS. There are two new settings which control the default text for emails and for sharing; webconfigSocialNetworkingMembershipEmailText webconfigSocialNetworkingMembershipShareText