In the release notes:
Scroll to the bottom to see a demo of these features in the preview webinar!
New
Fixed Price Per Person Packages
Our new Fixed Price Per Person package type automates pricing calculations for delegate rates and other per-person pricing, eliminating manual adjustments when attendance changes. This feature fixes the per-person rate automatically, calculating and applying adjustments to maintain the fixed per-person rate while also ensuring correct financial/GL distributions across various package components.
To use this new feature:
- Create or designate a Balance Item in your inventory. This item will be used to post the automated adjustment balance in these packages to the correct revenue stream or GL account.
- In per-person priced packages, the total the client sees is the price per person multiplied by the number of people. Behind the scenes, that total must be distributed to the correct revenue streams and GL accounts:
- Each item is assigned its total price (number of people times item price).
- If the total of all item prices is more than the package price, that extra amount is assigned to the balance item.
- If the total is less than the package price, a negative amount is assigned to the balance item.
- In per-person priced packages, the total the client sees is the price per person multiplied by the number of people. Behind the scenes, that total must be distributed to the correct revenue streams and GL accounts:
- Create a new package and choose the Fixed Per Person Rate type.
- All existing packages will be the Manual type, where the price of the package is the total of all charges. Any existing packages which you would like to be the Fixed Per Person Rate type must be created again.
- Once the package is created, the balance item cannot be changed.
- Add the new package to price lists. A new Example Attendance field allows you to test package pricing, with the package price, the item total, and the balance amount updating as you work.
These articles have been updated for this new feature:
Rich Text Formatting for Instructions and Instruction Sets
For event professionals who need clear, structured operational documentation, we have added a rich text editor to instructions and instruction sets. This is the same editor you are familiar with when creating emails. This editor helps you create professional, scannable instructions and instruction sets that improve team communication with enhanced formatting capabilities, ensuring your events run smoother with fewer miscommunications and missed details.
Some notes:
- Bulleted or numbered lists are not possible at this time, however we plan to enhance the editor to support them in the future.
- Tables and images are not supported for instructions.
- This is update is to instructions only; an issue is noted for item notes in the future.
- Rich text formatting will display on the Operations Daily View.
Reports and document templates will not automatically display the rich text. Please contact us so we can update those so the rich text displays. Be sure to include the names of all reports and document templates which should be updated!
Improved
- In the calendar summary slider, the icon to go the event details page has been replaced with a Go to Event button.
- The conflict checking logic has been updated to allow back-to-back/contiguous bookings. Events from 1-2:00 PM and 2:00-3:00 PM (for example) will no longer result in a conflict warning, no longer requiring you to book event ending times at :59. This change extends to events booked via integrations (such as Outlook Calendar) or through the open API.
- Conflict Checking has been updated to reflect this enhancement.
- You can now configure boolean parameters when scheduling reports. Boolean parameters will be detected on the report you are scheduling, and toggle controls for each parameter will display in the Add Reports slider. This enhancement ensures your scheduled reports automatically deliver precisely the operational insights your team needs, whether focusing on confirmed bookings, excluding internal events, or highlighting scheduling conflicts.
- Support for Filtering by DynamicLookUp and Group By is on our future roadmap.
- Schedule a Report has been updated to reflect this enhancement.
- We have added a new Suffix field on contacts. This improvement ensures seamless data migration from Priava and enables consistent contact information display across all system touchpoints.
- We've restored the familiar contracting card to the event details page Overview tab and removed the WeTrack Risk card until future enhancements for the integration are made.
- Momentus Payments Integration Improvements
- Elite's system-generated Event IDs will now be synchronized with Momentus Payments, allowing users to easily identify and match transactions to specific events across both systems. This will help with reconciliation and reporting across both platforms. This currently does not include the Booking Portal, which will be enhanced in the future.
- Elite's system-generated Invoice IDs will now be synchronized with Momentus Payments, allowing users to easily identify and match transactions to specific events across both systems. This will help with reconciliation and reporting across both platforms. This currently does not include the Booking Portal and Exhibitor Store, which will be enhanced in the future.
- Momentus Payments is now available in Australia and New Zealand! As a result we've made some changes:
- The Momentus Payment type ACH/Bank Account has been updated to Bank Transfer/Bank Debit to be more globally applicable.
- The Momentus Payments bank transfer types for Australia and New Zealand are mapped to the Bank Transfer/Bank Debit payment type in Elite.
Fixed
- SSO Provider Name Missing Requirements: When configuring SSO for a tenant, if you selected Other as the identity provider and added a name with spaces or less than three characters (such as "Foo Bar" or "Hi"), it caused an exception error. This has been resolved.
- Booker name not displayed for users who cannot view hidden details: Resolved issue where the name of the original booker did not display for users without permission to see hidden event details.
- Report Scheduler Date Validation with Certain Regions settings: Resolved issue where the date validation in scheduled reports was not respecting regional settings.
- Momentus API: A POST request to https://api.venueops.com/v1/booked-spaces/all was returning a 504 error. This has been resolved.
- Resolved issue with the avails export to PDF. It will now include page breaks after each month.
- Resolved issue where the system was rejecting PDF attachments that have the Document Assembly: Not Allowed security permission set. This was preventing customers from attaching PDFs to Event Orders.
- In the new Detailing UX, an Add Function button appears under each group of functions. When using that button under functions grouped by date, the correct time was not auto-filled. This has been resolved.
- When a Function Type is set in the new function table, the following fields will be auto-populated based on the Function Type's settings as expected:
- Room Setup
- Show on calendar
- Performance
- Resolved issue where areas of the app were not refreshing as expected.
- Resolved issue where users received a 415 error when trying to print an Insights report.
- Resolved issue where all calendars would only export or email in portrait.
- When using the bulk edit on the new Detailing UX page, the Apply changes button would remain active, even when an added start time was removed. This has been resolved.
- Third party payment gateway error "Missing or invalid required parameters for enhanced iframe security.." for multiple NA/CA tenants: Some customers using third party payment gateways (Authorize.net, Stripe) were unable to pay online with a payment link, instead getting the error message Missing or invalid required parameters for enhanced iframe security. This has been resolved.