Product Updates in August 2016 [Feature Round-Up]

A big thanks to everyone who continues to contribute their ideas and suggestions, we’re happy to announce the following new features in Rezdy.

• My Invoices and Agent Reconciliation
• Calendar Notes
• Payment Express PxPay 2.0 Integration
• Internal Order Form Improvements
• Reports Improvements
• Xero Improvements

My Invoices and Agent Reconciliation

You can now easily generate Agent invoices in Rezdy and we’ve also made some improvements to Agent Reconciliation.

To learn more about this feature, check out our How to Generate an Invoice guide.

We have moved Agent Reconciliation onto the new My Agents page we released as part of our Private Agent feature to make it easier to find the agent and reconcile with the click of a button.

To learn more, check out our How to Reconcile Agent Orders guide.

Calendar Notes

We’ve made it easier for you to keep the team organised and updated with the ability to add notes to dates on the calendar.

To add a note, click on the date and then click “Add a note” in the same manner as adding a session

Enter the note and save

It will then be displayed at the top of the calendar above all session and below the date

Payment Express PxPay 2.0 Integration

Rezdy is always adding new payment gateways to allow more customers in more countries to accept online bookings. Rezdy customers can now accept online payments with Payment Express PxPay 2.0 a popular choice in New Zealand.

For more information on our PxPay 2.0 integration, check out our setup guide.

Internal Order Form Improvements

We’ve made a number of improvements to the internal order form to make it easier for you to more quickly and accurately record and update bookings. Improvements range from a new sticky header with the order status and balance moved to the top so they are always in view to the ability to create new agents on the fly. We’ve also added the ability to log notes on an order which appear in under Recent Actions.

See the release notes for a full list of the updates and how to use to the new features.

Reports Improvements

We’ve made several updates to reports to better reflect the true amount of Total Sales.

Firstly, we have created a new field “Total Discount” in Sales and Bank Reconciliation reports for Promo Codes, Vouchers and “Free of Charge” amounts. These amounts have been removed from the “Total Paid” field which now reflects the total money actually paid.

Secondly, we have removed Abandoned Cart orders from all Sales Reports.

Xero Improvements

Promo Codes and Free of Charge support has been added to our Xero integration. Whenever either of these discounts apply to an order, the invoice due amount will be lowered to reflect the discount.

See How to connect Rezdy to Xero to get started with our Xero integration.

Please continue to help us improve upon our awesome system by dropping in your suggestions and ideas to our Feature Request forums.