Release Notes - GoTour: V1.26.3 and V1.26.4
Mandatory Fields Now Outlined In Red!
Mandatory fields on GoTour screens are highlighted in red as a reminder that
these fields must have data entered. Frequently, information has already been populated
in these fields.
Data Entry Error Messages
If mandatory fields are not complete, GTO now
returns you to the edited page for completion. The error is noted in red on the
page and you may resume editing the page. Previously, GTO returned to a separate error
page and all data from the previous entry screen was lost.
Receive Money From “Named Anonymous” Passengers: Receivables, Refunds and Charges
“Named” Anonymous Passengers can now receive money, and have refunds and
charges issued against their receipts.
Previously, anonymous passengers were unable to receive money in GoTour Online.
Only those passengers who were entered
as customers on the customer list were allowed to receive money. This
created problems for users who needed to receive money from a passenger who
they did not want to have on their customer list (ex. visitors or tourists from
out of town who are unlikely to book another trip).
The anonymous customer must be “Named” in order to receive money. You must overwrite “anonymous [#]” with the
Navigate to the “anonymous” customer screen.
At the Customer field, delete “anonymous, [#]”
Enter the passenger’s name: LastName,
“Post Receipt” button will appear above the “Print Customer Summary” button.
To Post a Receipt:
Click the “Post Receipts” button.
The asterisk after the name indicates that it is a “named anonymous” customer
and is not on the customer list.
Complete the receipt fields: Amount,
Type, Number and Note.
You are now at the receipt screen where you can make edits to your information.
If there are other members of the party who are customers or “Named anonymous”
passengers their names will appear at the bottom of the receipt screen. You can transfer funds from the “Named anonymous”
passenger to other customers or other “named anonymous” passengers in the
Refunds and Charges and “Named Anonymous” Passengers.
“Named anonymous” passengers can have “Cash on Account”. To manage the cash on account you must
navigate to Finance, Receipts, Select a filter “Cash on Account”, or “Cash on
Account by Customer”. Or, find the receipt by selecting the filters “Receipts
for a date range” or “Receipts by Customer Name”.
Refunds and Charges can be created from the receipt.
“Named anonymous” passengers will appear on finance reports under their entered
name with an asterisk to indicate they are “named anonymous” passengers.
Components can now be made "Invisible" so they will not print out
on the party or customer summaries. The
components will continue to be available for the costing and payables
systems. You can use this feature to add
internal costs (overhead, insurance, etc) to the tour without having the
information print out on the customer documents.
To make a component "invisible":
Apply the component to the tour. Upon adding the component, notice the
"Appearance" field under the component "Find" button on the
component screen. Choose "Normal" (no change in
appearance), "Bold" (bolds the name and address of component) or
"Invisible" (component does not appear on customer or party
This allows you to add costs, such as miscellaneous tour fees, gratuities,
overhead costs, etc. on the tour without having them print on the customer
This feature already exists in the "Note" component.
Vendor Screen: lists outstanding
payables and has "Pay Unpaid" button
The main vendor screen (navigate from TourBuilding to Vendors, or, from
Finance to Vendors) now lists all outstanding payables for the vendor under the
"Update" button. These can be
paid from this screen by using the "Pay Unpaid" button.
To "Pay Unpaid" payables:
While at the main vendor screen
Click the "Pay Unpaid"
Enter the payment amount in the "Pay Amt" field
Check the "Apply" button, if you wish to pay the entire amount. Check
the "Partial" box if you wish to pay a portion of the payable.
Click the "Add" button to complete the transaction.
Click "Print Payment Check Request" if a check request is desired.
Click the "Back" button to return to the vendor screen.
New Fields: ReferenceId 1 and
ReferenceId 2 in Company Setup, Included In Company Heading
Two new fields, Reference Id1 and ReferenceId2 have been entered to the
company setup screen. These fields can
be used to add information to the company heading on the customer
documents. They were designed for the
TICO number and the GST number for Canadian companies but they can be used for
other purposes. They print out on the
right and left sides of the company email address in the heading. Please call RBS if you need assistance using
Vendor Screen: Added
32 character field has been added for vendor notes.
"Price Descriptions" is a new tab under the “Setup” tab. It is currently under construction.
"VehicleIds" is a new tab under the "Setup" tab. It is currently under construction.
"Room" is a new tab under the "Types" tab. It is currently under construction.
Ability to Change Tour Dates to Earlier Dates Restored!
can now be changed to earlier dates.
Multiple Offices Feature Enhanced
Fixes for companies that have multiple offices:
Includes sorting reports by office and tracking receivables by office.
Users are assigned to offices. Reports
and views can display work based on user’s assigned office.
Report headings for the party and customer summaries reflect office information
of the user who is logged in and printing the documents. Example: If the user is assigned to the Albany, NY office the
customer and party summaries will have the Albany, NY
location address, logo etc. in the report heading.
New filter parameter allows you to select which office you want to view data
from. Navigate from Reservations to Tours (or from Tourbuilding to Tours).
At the filter parameter screen for views or reports, choose "Select Where
ID, Description or Destination match".
At Office field enter the desired office name in the field or enter
"all" to view all tours assigned to all offices.
Follow the above process for viewing “Receipts for a Date Range”
or for the “Daily Receipts Report” (Navigate from Finance to Receipts to Select
Please call RBS if you wish to set up multiple offices.
Component Screen Changes
The component screen fields have been reordered. The address information fields now appear
above the financial information fields.
The "Admin note" field has been moved to the left side of the
screen under the tour info box.
There are new fields on the component screens.
The “Admin note” field now appears in all components. “Usage” and “Category” fields appear in most
components. The "Usage" field
defaults to "Included". The
"Category" field defaults to a blank field. These fields are in preparation for GTO’s
enhanced contracting system.
Customer Reservation Screen: field
The label for the field "room type" has been changed to read
Enhanced Cut and Paste
The cut and paste feature has been enhanced.
Punctuation characters, such as commas, apostrophes and quotations are
accurately copied when using the cut and paste feature. This feature is used most often when copying
text from a website or word document into the description section of a
Customer Birthday Field
A customer's birthday can now be entered on the customer reservation screen
and the permanent customer record will be updated with the birthdate.
“Show Reservations” Screen Is Now Displayed in Alphabetical Order
Click on “Show Reservations” button.
List is now in alphabetical order rather than booking order.
Refund Check Request
Refund check request no longer says "This report contains no data"
Options Order on Reservation Screen
Options now appear on reservation screen in the sequence the builder
intended, not in entityid (data entry) order.
Tour Party Deposit and Balance Due Report
Navigate to Reservations to Parties. At "Select a Report" choose either
"TourPartyReceivablesByDepartDate". Enter appropriate date to produce a report for
deposits and balances due.
Customer Tour History Report
Navigate from Reservations to Customers, Select the appropriate customer. At the customer screen there is a new button: "Print Tour History"
To print report:
Click on "Print Tour History"
Select a date range
Click on "Print Report"
Pax (number of passenger reservations for this tour)
Number of Tours
Number of passengers
* Reservations are counted even if the
customer did not travel on the tour (such as group leaders).
Enhanced Customer and Party Summary
Tour Confirmation Number: A tour
confirmation number can now appear on the customer and party summaries. Some people use this as the reservation
number. The tour confirmation number is
the reservation party number. The format
option in the report format field is ShowReservationIds=yes. The confirmation number now targets page
correctly and is in correct font size.
Please call RBS if you would like to add this feature to your summaries.
"Seat" columns and numbers appear on the Party and Customer
summary only if a seat has been assigned.
Print Notes with Summary Heading
Navigate to Party Reservation Screen.
Click on "Print Party Summary"
Navigate to Customer Reservation Screen
Click on "Print Customer Summary"
To print Notes with Heading enter "HN" in the filter parameter field;
To print Itinerary with Heading "HI" in the filter parameter field.
Add Contacts Names for Booking
Representative and Representative
Who Processed First Receipt
Contact names can now be added to the party and customer summaries. Both the name of the booking representative
and representative who processed the first receipt can be included on both the
customer and party summaries. These are
added as a format option in the report formats.
The booking representative's name will appear in the tour information in the
tour heading. The representative’s name
who processed the first receipt will appear in the heading of the Payment
This feature was added in response to a request from our Canadian customers.
Add "rate" after
rate type: "Rate"
has been added after "Full" on both the customer and party summary,
to help describe the rate. (Hopefully,
no more phone calls about the size of the beds!)
12:00 am Pickup and Drop off
Times: Pickup and
drop off times will not appear on the party and customer summaries if the assigned
time is 12:00 am. 12:00 am is considered
a "non time" in the GTO System.
Adjustment Type on Party
The adjustment type now appears on the party summary. Previously "Adjustment" printed but
not the adjustment type. Now the
selected type will print in the financial summary on the party summary.
Enhanced Seating Report
Seating Chart now includes the tour heading, the tour destination, tour
depart date, tour return date, report print date. The seat number appears next to passenger
name. Font size has been increased.
Enhanced Boarding List
New filter parameters:
Show balance due (yes/no)
Show ticket Id (yes/no) The ticket number is
the pax #, or passenger number, associated with each passenger reservation.
Added a number:
to left hand column that associates the passenger with
other members of the reservation party. All the members of the same party will have
the same number.
Font Size: on the boarding list can be increased under
System, Reports. When the font size is
increased the text for the notes and phone numbers sometimes falls off the page
if printed in portrait. To include all
text you must print in landscape mode.
Phones: are now labeled: c= cell phone, 1 = phone 1, 2=phone2. Cell phone appears first in the list if it is
Notes: now appear under
the customer name. The first line is
slightly indented for readability. HTML
tags can be used to make notes stand out:
Surround the text that you want to apply these attributes to with these tags.
Fixes to Tour Liability Report
Fixes have been made to the liability reports. Problems occurred when selecting depart dates
cutoffs that were prior to day of printing the report. Report would capture data
as it appeared on date of printing not on date of cutoff. Now report captures data as of the report
cutoff date. Example: Run report on 11/5 for a cutoff date of
10/31. Previously the report would
capture data with the 10/31 cutoff but any changes which occurred between the
cutoff 10/31 and 11/5 were included in the report. Now the report will display data as it
appeared on the 10/31 cutoff date.
Report Moved from Receipts to Charges
Navigate from Finance to Receipts, Select a report. The "Charges Paid For Date Range"
report has been removed from the "Receipts" tab. It is located under the "Charges"
tab in the “Select a Report” list.
“Reduce $ Paid” Button and Charges
Issue: A customer from a group
reservation cancels and your company must retain the cancellation fee for that
particular reservation. The issue
appears when there is no specific credit available for that particular
customer/reservation and, therefore, no specific credit to charge against. In this case, you must create a credit. This can be done by splitting a receipt using
the “Reduce $ Paid” button. (Note: Funds can be transferred from a particular
receipt to a specific customer only once, however, you can split (reduce $
paid) a receipt numerous times.)
Solution: Create a credit from an
existing receipt before applying the charge.
Navigate to Reservations, Tour, Find desired tour.
Click on “Show Reservations” and navigate to party leader.
At main party reservation screen, click on the “Reduce $ Paid” button.
Enter the desired charge amount in the “Amount” field. All the customer’s receipts will be listed
above the “Add” button. Select the
receipt to which you would like to apply the charge. If the entire receipt amount will be used,
check the “Apply” button. If only a
portion of the receipt will be used check the “Partial” button.
Click on the “Add” button. This will
create the credit from which you can now create the charge.
Navigate from Reservations to Customers. Select the desired customer.
Click on the “Unapplied Credits” button and review credit for accuracy. Navigate back to the main customer screen.
Click on the “Post Charge” button. Enter
the charge amount in the “Charge Amount” field. The unapplied credit, which you created above
should appear on the screen above the “Add” button.
Check the “Apply” box next to the appropriate unapplied credit.
Click the “Add” button.
You can view the charge by clicking on the “Show Charges” button on the
customer screen, or you can view it by navigating from Finance to Charges,
Select the Filter or Report for “Charges for a Date Range”.
New filters: Search by Customer Name
A new filter has been added for searching for an item by customer name. This can be used for searching for customers
as well as named anonymous customers.
This filter appears in:
Finance, Receipts, Select a filter choose
“Receipts by Customer Name”
Finance, Charges, Select a filter choose
“Charges by Customer Name”
Finance, Refunds, Select a filter choose
"Refunds by Customer Name”
Additional filter parameters for "Tours
Created for Date Range Reports..."
Two new filter parameters have been added to produce a more detailed report.
Tours can be
sorted by "Open, Closed and Canceled" tours.
"Office" allows the report to be sorted for a specific office,
only. This is useful for office specific
Transfer Customer from within Tour
Issue only in some company installations. Transfer of Customer from one party to another
party in the same tour does not crash system
Charges, Unpaid Charges
Added “Charges by Customer Name” filter to locate customers and named
anonymous passenger charges by name.
Added ability to search for both paid and unpaid charges (P=Paid,
Removed “Charges For a Date
Range” Report under
Receipts tab. “Charges for a Date
Range” can be found under
Finance, Charges tab.
Fixed various issues with the Charges report.