Enhanced reporting (Matterhorn V3)

New fields

Configuration

The new “configuration” field gives information on the settings for events (shows, sports competitions, event parking) and on settings for packages that involve events and services. This fields provides a standard variant entitled “product configuration” that replaces the old sales offering sheet. Although the new variant is very similar to the old report, it has been improved to make it more concise. The tariff table is no longer repeated systematically for each session if several sessions use exactly the same table.

This new field will soon be rolled out to other product families, including undated passes and tour passes.

Status verification

The new “status verification" field replaces the old report of the same name. It provides a summary of payments and sales according to sales channel and highlights any disparities and discrepancies, for example owing to technical problems in the payment process.

Expansion of existing fields

List of payments

Several upgrades have been made to the “payments list” field:

• This field now allows you to display the balance between payments and refunds directly.
• The total profit on debits (for example, when no change is given when payment is made with a gift card) can be easily highlighted.
• This field now manages three different date types:
• Payment date: date when the payment was created, without necessarily having been executed the same day
• Reference date: the reference date of the order to which the payment relates. This date may be used to compare payments and takings.
• Value date: date when the payment was executed. This date can be used to compare the payment information stored in SecuTix with those given by payment services providers (for example for credit card payments)

Accounting codes may be linked to different payment methods. These accounting codes can be displayed in the report or used as a grouping criterion. The method for linking an accounting code to a payment method is as follows: Check that there is already an “export > accounts export” interface in the tool > list of interfaces in the organization context menu. If not, create one from that menu. Then add the accounting codes in the correspondence table:

Product takings

The “product takings” field also allows for accounting codes. You can therefore filter income according to new criteria, giving you even more flexibility. In fact, several products can be linked to the same accounting code, whatever their type. You can link an accounting code to a product by following the same steps as above, or by entering it in the product’s settings in the catalog module:

Improvements made to all fields

Displaying selection criteria

The report reminds you of the criteria chosen by the operator when it was created. These criteria are displayed on-screen and in the PDF export.