Release Notes: What's New in 2024.4

Welcome to the 2024.4 What's New! Updates are organized into four sections:

New

New UI

The new UI is now available for all users, offering a streamlined experience with new features, mobile responsiveness, and enhanced accessibility.

Key Configurations

  • Enable New UI: Set up the "New UI" role (ID: NEWUI) to control access for specific users or all users.
  • Pop-Up Blocker: Disable pop-up blockers to allow multiple report tabs to open.

Features

  • Mobile Responsiveness:
    • Enhanced mobile responsiveness across desktop, tablet, and mobile devices, enabling a consistent experience whether users are working at their desks or accessing information quickly on the go.
    • This adaptability is essential for users who need to manage tasks or check updates while actively working an event, ensuring they can stay connected and responsive, regardless of their location.
  • Better Navigation:
    • Improved navigation with the addition of breadcrumbs and dedicated pages for every window.
    • Previously, overlapping windows led to confusion and lost focus. Now, with clear breadcrumb trails and single-page windows, users can easily keep track of where they are in the app, reducing frustration and improving workflow efficiency.

WCAG 2.2 Web Accessibility Compliance

  • Enhanced keyboard and screen reader navigation, including in grids, showing our commitment to WCAG 2.2 compliance.
  • These updates support accessibility and inclusion, creating a more equitable experience for all users.

Resources

For more details on setup, configuration, and more detailed changes, please see the resources below:

New Standard Reports

We are excited to announce new standard reports in Momentus Enterprise 2024.4! In part of an on-going effort to increase data visibility and usability in Momentus Enterprise, the team is proud to share our first round of foundational standard reports.

Each of these new reports can be filtered and configured to meet a variety of targeted needs. The reports can also be scheduled to be delivered to select recipients on a regular basis.

The new reports are:

  • Pace Report – Revenue
  • Pace Report – Space Measurement
  • Space Utilization Report
  • Event Revenue Metric Report
  • Sales Funnel Report
  • Sales Conversion Report

More specifics about each report will be available soon! To access these reports in the application, search for them in the Main Menu by name. 

Momentus Payments V2

Momentus Payments V2 is now available for customers in the US who accept payments through V30, Payment Portal V2, e-Payment Portal, and the Exhibitor Service Center (ESC). This release includes the following features and improvements:

  • Unified Checkout and Transaction Management Portal
    • Provides a consistent checkout experience and unified transaction management for all payments processed through Momentus. This includes payments managed through Momentus’s in-house processing and through approved third-party gateways.
  • In-House Payment Processing with ACH and Card Support
    • Customers now have the option to offer both ACH and card payment options to their users with Momentus’s in-house payment processing capabilities.
  • Flexible Gateway Options
    • Connect with any of four supported payment gateways: Cybersource, Authorize.net, PayPal PayFlow Pro, or Trust Commerce, giving customers flexibility to choose their preferred provider.
  • Enhanced User Experience with Unified Checkout
    • Unified Checkout now remembers returning buyers, enables saved payment methods, and allows pre-authorized transactions, simplifying repeat purchases for users and providing a more seamless experience for merchants.
  • Deeper Payment Integration with Orders and Invoices
    • Payments are now more closely tied to the order and invoicing processes in Enterprise, streamlining management for both users and administrators.
  • Improved PCI Compliance
    • Enhancements in this release significantly improve PCI compliance, providing an additional layer of security for payment processing and data handling.

 

Improved

  • Added General Ledger setting for a site to choose for payment, invoice, order journals to populate the dimension and book values from the Event / Function when the dimensions were not present on the payment or the order.

    For example, if a user failed to select the dimensions/book on a service order but the dimension values were set on the function or event, then those values from the event or function will be pulled through to the journal entry rather than the previous behavior of blank.

    In order to enable this feature, sites must update the setting GL 221 - Populate Journal Entry dimensions from Event/Function and set the value to Y.

  • Added a new setting in Purchasing Configuration to Allow (or Disallow) Future Dated Receipts. When receiving purchase orders, if setting is disallowed, receipts entered with a future date will NOT be permitted, although the system will currently allow for one day for items known to be received into the next date for end of day processing. If value is not present or any other value, future dating receipts will be permitted.
  • To provide for enhanced reporting and to assist with reconciliation for customer with multiple merchants, the Payment Gateway field has been added as an available filter and display column on cash receipt inquiry and reconciliation.

  • Updates to the version 2 payment portal have been made to allow for support of additional Billing Statement and Proforma Service Order invoice reports. Previously supported reports included the various order confirmation reports by order type.

    Note that custom reports that make use of additional custom parameters may not be supported if those parameters are required and public facing reports versions may need to be created that default the values for these custom parameters to the desired values.

  • The Event Start Date added to Historical Receivables Aging Details is available as both a display column and a filter.
  • When the bank information status column is changed from “Needs Review” to “Approved”, an audit log entry will now be added to represent this change along with the information present at the time of approval. The Audit log will display who approved the information and the value of all populated bank information fields (blank values will not be written to the audit log entry).

Operations Portal and Tasks

Copy Notes and Documents from Task Set to Event Tasks: Notes and Documents attached to a Task Set Task are now correctly added to new event tasks when a task set has been added to an event and the tasks on the task set contain notes and/or documents on tasks.

Ungerboeck API and SDK

  • Added the EventOpportunity field to the Notes model to enable attaching Notes to Event Opportunities. The EventOpportunity field is a foreign key linking Notes to Event Opportunities.
    This field is only editable during Note creation and becomes immutable on updates (PUT requests).

  • Introduced a validation override mechanism in the API and SDK to manage account relationships where the master and subaccount already have an existing relationship of a different type.

    New Feature: The override allows the creation of new relationship types, bypassing the default restriction that prevents adding the same accounts with a different relationship type.

    Implementation: The feature mirrors the existing "AllowAccountToRelateItself" override, ensuring consistent behavior.

  • Added API support for managing Alternate Addresses on accounts and contacts.

    New Endpoints: Implemented PUT, POST, and DELETE methods to complement the existing GET functionality.

    Integration Use Case: Enables seamless integration between Enterprise CRM and the PlanEars Sales Leads system, ensuring Alternate Address data remains synchronized across platforms.

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