Knowledge Base Updates - July 2024

New Articles

• Approve Bank Information Changes on a Supplier Account
• Enterprise Hospitality Overview
• Configure Housing for Hospitality
• Manage the Group Room Calendar
• Refund a Payment
• Why can't I see a certain field, section, or tab on my layout?

Updated Articles

• Add a Resource: Added a note about when the Billable checkbox is not available.
• Upsell Items: Added the Add-On upsell type to step 8.
• Configure Rates and Surcharges for Labor: Added a note that the Personnel Management module is needed to access the Availability tab.
• Purchase Order Contracts: Updated with a new Access Privilege which can be used to restrict users from accessing Purchase Order Contracts based on department.
• Manage Fixed Assets: Renamed and revamped to include new automatic journal entry creation for Depreciation and Retirement batched. The end-to-end Fixed Asset process is now available in this single article.
• Depreciate Fixed Assets: This article has been retired and replaced by a section in Manage Fixed Assets.
• Fixed Asset Journal Entries: This article has been retired and replaced by a section in Manage Fixed Assets.
• External Systems and IDs: Now available for Event Opportunities and Events.
• Audit Log Tracking: Updated for activities being sent to Recipient List on audit log transactions.
• Public Password Schemes: Updated with 2023.1 enhancement, where Internet Passwords are also restricted by any public password schemes assigned on an Organization or Site level.
• Manage Passwords for Public Facing Applications: Updated with 2023.1 enhancement, where Internet Passwords are also restricted by any public password schemes assigned on an Organization or Site level.
• Payment Methods Overview: Updated with the automatic update on a Failed status.
• E-Payment Application Configuration: Updated with a new partial payment configuration field.
• Payment Plans: Update with behavior change made in 2023.2 and above. The Paid column of a Memo Payment Plan step will be updated to Yes when a full payment is made via the Registration portal.
• Sending Emails: Email Logs now available when sending emails.
• Exhibition Defaults: Booth Status now available as a default option. 
• Export a Screen: Now able to rename the file in the added field for File Name/Header.
• Housing Overview: Added sections to incorporate Hospitality feature within Housing.
• Room Types: Added information for Hospitality feature.
• Property Accounts: Added information for Hospitality feature.
• Add an Event Opportunity: Additional sections added to allow for capturing revenue and space requirements. Can be used in conjunction with Hospitality feature.
• Event Opportunity Room Flows: Added information for Hospitality feature.
• Physical Count Batches: Adding information about tagging events on Physical Counts Batch to create additional inventory transactions.
• Search Using the API: Added instructions to search on state code.
• Confidential Events: Updated the directions for giving access to confidential events.
• We also have a year-long project working through the knowledge base to ensure all content is up to date and in line with our style guide, and also to identify any content gaps. We'll be publishing lots of updates but will only list articles here which have substantive changes to the content (as opposed to editorial updates).