Knowledge Base Update Logs
New Articles
Updated Articles
-
Contracts:
- Added information about where the various default dates and the default payment plan are coming from.
- Added a note that only orders not already on a contract with a Firm status will display when adding orders from the Add Contract window.
- Add and Remove Orders on Contracts: Added a note that only orders not already on a contract with a Firm status will display when adding orders from the Edit Contract window.
- Online Space Booking Configuration: Added configuration and user assignment requirements for events to display on the My Events page.
- Book on Behalf of: Added a note about how Book on Behalf of and Booking Roles work together.
-
Payment Applications and Configuration:
- Added additional information about the custom filter fields.
- Added a note that a Web User is needed for reports.
- Delete or Inactivate a Resource: Added information about when and how to inactivate a resource when tied to price list items and orders.
- We have reworked two articles about emails:
- Send Emails: This article includes the process for creating and sending emails, including read receipts, replying, forwarding, and resending.
- Manage Emails: This article includes other email functionality: email logs, viewing emails, printing emails, deleting emails, and importing emails.
- Inline Notes: Clarified that the inline note field is added on the Edit window.
- Replace Resource Codes: Added guidance for resources associated with inventory items.
- Confidential Events: Updated instructions to reflect that the confidential account/contact is pre-selected.
- Manage EFT/Check Export Formats: Thorough update of entire article including new information about file types, a new organization parameter for SEPA files, and clarified steps for format configuration.
- Reprice a Service Order: Added a note that the item must also be on the same order form on both the service order and the price list for it to be repriced.
- Invoice Orders: Clarified when the invoice number is stamped on the invoice record.
- Added a callout that the Personnel designation status on an account or contact should be set to Not Applicable on any accounts which should not have access to back-end processes to these articles:
- Manage Duplicate Accounts and Contacts: Article updated with clarification for end users about checking for duplicates and merging accounts and contacts.
- Ungerboeck Web Add-In: Added information about how the extension interacts with Chrome and the Web Add-in.
- 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).
Additions and Updates for 2024.3
- Release Notes: What's New in 2024.3
- Prepare for your 2024.3 Upgrade
- New Article: Disable Session Analytics
- Updated these article to reflect that you can now set organization parameter AP310 'Supplier Bank Account Approval Enabled' in Accounts Payable Configuration:
- Send Documents for Electronic Signature: Added a note that users are signed out after sending a document.
- Exhibitor Service Center Configuration: Added a note that if a user adds items to their cart during the advance/discount window, rates will be recalculated if they check out after that window closes.
- Manage Fixed Assets: Added a note about 0 value batches don't create a journal entry.
- System Health Check: Listed the addition functionality added in the 24.3 release, including Email Merge and Word Merge template checks and reporting on retired Users with a User Licence assigned.
- Updated these article to reflect that you can now set organization parameter AP060 Discounts Past Due Setting in Accounts Payable Configuration:
- Voucher Approvals: Updated to include information about approving voucher in Momentus Phone.
New Articles
- Import GL Account Budget
- Configure and Import GL Account or Main GL Account Imports
- Request a Test Database Refresh
- Configure Housing for Hospitality
Updated Articles
- Send-Documents-for-Electronic-Signature
- Document Sensitivities: Added information about giving view-only access to documents and restricting the ability to delete documents.
- Export Information on a List/Grid Page: Update on export heading options and new title (renamed from Export a Screen).
- Configure GL Account Budget Import Formats - Process updated to include adding budgets to GL Accounts with GL Dimensions, and clarity on the configuration steps. The Budget Import process has been separated into a new article as mention in the New section above.
- Configure Housing for Online Registration
- Group Property Configuration
- Configure the Account Portal: The organization parameter necessary to pass a token on the URL has been corrected.
- Custom Dictionaries: Added information how to restore a system dictionary.
- Show Map Configuration: Added a note about exhibitor logo support.
- Resource Requirements: Added information about the date filter.
- Approve Bank Information Changes on a Supplier Account: Added a list bank information fields that are affected by requiring approval.
- Report Naming Schemes: Added a note that you have to clear the Rename Report field for the Report Naming Scheme to be used.
- Account Management Configurations: Updated with clarification around email change template and restructured to give a better overview of the process across different ACM options.
- 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).
New Articles
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).
New Articles
Updated Articles
- Revenue/Cost Distribution for Resources: Replaced instructions regarding Organization Parameters with instructions for General Ledger Configuration. Updated terminology to include using Main GL Accounts for customers using GL Dimensions (Main GL Accounts).
- Send an Email on Behalf of Another User: Added information about how replies route
- Manage User Personnel Account: Updated information on linking Personnel Accounts to User IDs and editing and retiring accounts.
- 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).
New Articles and Updates for the 2024.2 Release
- Release Notes: What's New in 2024.2
- Prepare for Your 2024.2 Upgrade
- Meeting Attendees: Added a note that the Event Requester account and contact are available as columns on the Meeting Attendees page.
- Added a note that booking orders cannot be created on confidential events:
- Express User Functionality: Added the new Job Bookings permission.
- Booking Roles and Space Classes: Updated introduction to reflect that booking roles now fully restrict access and added sections for the audit log and the API.
- Online Space Booking Configuration: Updated the description for the Conflict Check Status field.
Other New Articles
Other Updated Articles
- Using the Support Center
- Inventory Transactions
- XML Import Utility Installation Instructions: Added a note that this feature has not been supported.
- Supplier Prepayments: Updated the introduction to include clarity around Supplier/Vendor terminology, as well as providing a more detailed summary of the topic and process. Added clarity to the process steps and updated the terminology for Vendor Invoices in Voucher Processing.
- Prefixes, Suffixes, and Salutations: Clarified how language and gender settings affect whether an option appears on the contact record.
- Accounts Payable Access Privileges: Security section updated to include clarity around using multiple Access Privileges for Vouchers.
- Purchasing Access Privileges: Security section updated to include clarity around using multiple Access Privileges for Vouchers.
- Voucher Processing (Supplier Invoices): Article renamed to align with system terminology. Introduction updated to include clarity around process and Security updated to include clarity around using multiple Access Privileges for Vouchers.
- Momentus Phone: Clarified how to see Phone on your desktop computer.
- Google Analytics Configuration: Updated to included a note about the change of support from Universal Google Analytics to Google Analytics 4, from version 23.1 onwards. Added clarification of terminology and an example of a Google Analytics 4 Tracking ID.
- Email Encoding: Article renamed from 'External Emails Sent is Foreign Language' and descriptions added for each encoding option.
- 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).
New Articles
- Import GL Account Budget
- Troubleshoot the Momentus Digital Signage Feed
- Momentus Phone
- Update Multiple Account Reps
Updated Articles
- JWT Migration FAQ: General update and updated the end-of-support date.
- Accounts Payable End of Month and Year Processes: Updated the organization parameter for Event Prepaid Expenses.
- Create Word Merge Documents Using the Office Add-In: Updated information for which Document Template feature should be used.
- Ticket Submission Information: Added information about how to designate or change your Main Support Contact.
- Diagram Items: Updated steps to assign resources
- 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).
New Articles
Updated Articles
- Report Scheduler: Clarified opening steps.
- A/P Demographics: Clarified the opening paragraph.
- Enable CAPTCHA: Clarified that in Online Space Booking, reCAPTCHA is only available in the online payment process
- Reconcile GL Accounts: Clarified what fields the auto reconciliation process checks against.
- Event Profiles: Clarified that removed/archived event profiles cannot be accessed again.
Updates related to the 2024.1 Release
- New:
- Updated
- Release information and announcements:
Other New Articles
Other Updated Articles
- Exhibitor Portal Configuration Overview: Noted that the web skin selection field has moved to the Languages tab of the Add/Edit Exhibitor Portal window in 2023.1 and higher versions.
- Contract Statuses
- Database Maintenance Enhancements
- Web Themes and Web Skins: Updated which version of the Payment Portal each are used for.
- Property Accounts
- Suppliers: Added a link to an article with information about deactivating supplier accounts.
New
Updates
- Online Space Bookings Configuration: Added the Time Zone Searching field.
- Contract Types: Clarified number of documents, reports, and clauses allowed per contract type.
- Resend a Registrant their Confirmation: Updated to reflect the current process.
New articles related to the 2023.2 release
Articles updated for the 2023.2 release
- Set the Organization Time Zone
- User Management
- Spaces
- Online Space Bookings Configuration
- Online Space Bookings Overview
- Registration Form Templates: Payments Group: Added information about setting a default payment plan
Other Updated Articles
- Added a note about adding registration orders via Add Web Registration if the order should be editable by an online user:
- Online Space Bookings Content Builder - Added a note about available UDFs
- Bank Statement Imports: Added information about adding a bank statement import format to the bank account.
- Payment Applications and Configuration: Updated to reflect the retirement of Version 1 Payment Portals (see the announcement for more information).
The release notes for the upcoming 2023.2 release are now available: Release Notes: What's New in 2023.2.
New Articles
Updated Articles
- ESC/Suite Management: Changes to Custom HTML Architecture: Added instructions to update the custom HTML.
Updated Articles
- Ungerboeck Web Add-In: Added additional steps when troubleshooting the USLP900 file.
- Copy Functions: Clarified that if you check Payment Plans when copying functions, not only do the order payment plans copy to the new orders but new payment plans are also created.
- Access the Merchant Portal (Momentus Payments): Clarified that when you first log into the Merchant Portal you land on your Okta dashboard.
- Getting Started with Webhooks: Updated instructions and sample code for creating a webhook receiver.
- Online Space Bookings Configuration: Clarified description for Order Processing Component Configuration in the Settings tab.
New Articles
- Support Center FAQs
- Plain Text URLs in Registration
- Room Diagramming articles:
Updated Articles
- Functions: Clarified that functions can occur in spaces which are indirectly booked via composite spaces.
- Add Payments: Clarified best practices when using memo payment plans.
- PCI Compliance: Updated contact information at the end of the article.
- Space Diagrams: Added a note that it is recommended to use DWG files to create space diagrams.
- Supplier Invoices with Event Prepaid Expenses or Cost Deferral Schedules: Added instructions to view deferral schedule details.
- Release Notes: What's New in 2023.1: Updated to show that the ability to upload documents through the Customer Opportunity Web Form has been restored.
- iEBMS Retirement Announcement: Updated the last supported version for Calendar of Events, Logon, and Webpage Builder.
Archived Articles
- Activity Notification Emails Not Sent on Time has been archived. The information it contained was no longer applicable.
New Articles
- Using Momentus Payments in Registration
- Service Charge & Gratuity Schemes
- Service Charge & Gratuity Resources
- Track Ticketing and Performance Information on Events and Functions
- Group Profiles
- Add an Event Opportunity from a Group Profile
- View Event Opportunities for a Group Profile
- Create Service Orders From the Room Diagram
Updated Articles
- Documentation for Momentus Payments is now available in the Support Center as well as the separate knowledge base site. Click Payments Support in the top navigation to access.
- Custom HTML Section Files for Web Skins: Updated the sample custom HTML section file.
- Web Lead Forms Content Builder: Article has been brought up to date.
- User Management: Added a note to help Admins determine if they have to use the Services Portal to manage users rather than the instructions in this article.
- Journal Entry in Error Due to 'No Credit Account for XAPPP@I@ or XAPEV@I@': Clarified wording and updated format.
- Email Templates: Added a note that images saved to Account Template Documents can be selected when building email templates.
- Payment Applications and Configuration: Removed the Billing History tab steps from the Customer Payment Portal section.
- Resources: Description for Service Charge Scheme added and descriptions for Tax Scheme and GL Distribution Scheme updated.
- Custom Registration Web Links: Instructions added for the Test Order option.
- Tax Resources: Added a link to Service Charge & Gratuity Resources in the first bullet of step 5.
- Room Diagrams: Complete update. The Create Orders from the Room Diagram section has been moved to its own article (see new articles above).
- We updated and did some reorganizing in resource articles:
- Resources was renamed to Add a Resource.
- Resource Types was renamed to Add a Resource Type.
- Deleting a Resource was renamed to Delete a Resource.
- Added additional links to the bottom of Resources Overview.
- An additional usage option was added to the top of these articles, noting that they can be used to classify potential business when using group profiles or event opportunities:
New Articles
- Assign or Unassign an Online Space Booking Configuration to an Existing Event
- Online Event Ordering Image Sizing Guide
- External Systems and IDs
- Configure the Account Portal
- Show Documents in Event Portal
- System Health Check
Updated Articles
- Online Space Bookings Overview
- Online Space Bookings Configuration
- Online Space Bookings Content Builder
- Registration Form Templates: Sign-In Group
- Event Portal Tasks
- Event Portal Setup
- Event Portal Messaging
- Booking Restrictions: Updated to remove note that the Check Conflicts By setting of a space must be set to "By Date/Time" for Booking Restrictions to function. This is no longer necessary as of 2023.1.
- General Navigation: Section added at the bottom to reflect the added browser navigation functionality added in 2023.1 and screenshots updated with the new default theme.
- Expense Reports: Added the new Allow Approval of Self-Entered Expense Reports access privilege.
- Cancel or Lost Events: Added instructions to change the cancellation reason or the Lost to field on canceled/lost events.
- Journal Entries - AR Cash & Adjustment: Added a note about the journal behavior as of 2023.1.
- Account Management Configurations: brought up to date and added a link to the new Configure the Account Portal article.
- Market Classes and Sub-Classes: Added Market Sub-Classes.
- Mobile Work Orders Application Overview