Update: Added a "Save & Sync" button (Admin/Root Admin only) on the Reporting tab for AES-registering programs, pushing an AES sync at the program level.

Update: Added an Expense Approval status for all programs, approvable by Admin/Program Approval - Admin roles once Program Class and Servicing Period are complete; the existing Admin Approval button also approves it, though approving Expense doesn't approve the others. Approved conditions are sent to Vensure and NetSuite.

Previously: Clicking "+ Insurance" next to an invoice led to a page where customers couldn't purchase insurance.

Update: Customers can purchase insurance from that page.

Previously: The Save button in the Menu editor was disabled when updating an item.

Update: The Save button works as intended.

Update: The Class Finder now uses the class record when available, instead of information set directly on the program.

Update: Added deferralAccount to the ExpenseItem class in the Revenue Report.

Update: Renamed "Stay to Play" to "TTS Housing" on the Budget tab; required for EVT program types.

Previously: The incorrect brand logo displayed in the frontend/backend header in some instances.

Update: The correct brand logo displays.

Previously: Users could only select a payment plan for one registration when registering multiple teams/athletes for the same program-division.

Update: Users can select a payment plan for each registration.

Previously: Paying an existing invoice via Invoices & Payments could show "Base and fee amounts do not align."

Update: Customers can pay existing invoices without that error.

Previously: Changing an email's Scheduled Date on Messaging Schedule reset the Scheduled Time to 12:00 am.

Update: The Scheduled Time value remains unchanged.

Previously: Editing Menus and Site Design could throw an error.

Update: Admin can edit them without error.

Update: Added an Invoice.InterbrandFinanceClassId property to the Revenue Report.

Update: Set up automatic merge processing of non-active accounts, preserving secondary contact methods.

Update: Removed the Contact/Friend and Non-Guardian Emergency Contact profile types, converting existing ones to Parent/Guardian.

Update: Added Renter (Billing Profile typeahead), Event Type (All/Game-Practice-Other/Rental), and Rental Status (Confirmed/On Hold/Cancelled) filters to the Timeline v2.

Previously: Refunding via Paper Check on pre-Stripe-transition invoices threw a blocking alert.

Update: Admin can Refund via Paper Check for those invoices.

Previously: Searching for a Program on the Quick Waiver returned past programs.

Update: Only active programs appear.

Update: Buttons can now open links in a new tab.

Update: Web page headers are now fully customizable (header image, sub-header, intro text, primary/secondary buttons); added desktop/tablet/mobile preview toggles and customizable page slugs; overall UI cleanup.

Update: Never-logged-into accounts sharing the same phone number were merged together.

Previously: The Public Price field could display incorrectly after saving on Team Management and Edit Program.

Update: Public Price displays correctly after saving.

Previously: The Under Armour logo could show in the middle of the top banner on registration pages.

Update: It no longer shows there.

Update: Improved performance of profile search across several backend pages.

Update: Added expense-side program IDs, divisionid/teamid, and several other useful fields (ItemAccountType, UssciRevenueRatio, InvoiceId, etc.) to the raw revenue report; added documentDateUtc from payments' lastmodified date; fixed document dates for contra interbrand.

Update: Users who add roles are now tracked in the database.

Update: Reworked tryout detection for already-purchased rosters.

Update: Added Region Code and Sport Code to Stripe metadata, and updated Order/Cart ID handling.

Previously: Invoices didn't reflect an incomplete credit card payment when 3D Secure verification was used.

Update: Customers see "Please use another payment method" and the transaction is cancelled in that case.

Previously: A location's Google Place image sometimes didn't load.

Previously: Expired account credits were missing information on the Revenue Report.

Update: Expired account credits show all appropriate information.

Update: Added an Export button to the Exposure Search page.

Previously: Waitlisted registrations showed a Net Due amount on the A/R Report.

Update: Waitlisted registrations no longer appear on the A/R Report; a 60+/15+ column was also added.

Previously: Using Advanced Filters on Invoices to filter by Total Past Due and Total Outstanding threw an error.

Update: Admin can use those filters without an error.

Update: Added an Estimated Tax column; clicking Refresh shows a modal with the updated tax; the rate clears if item price or associated program ID changes.

Previously: Duplicate profiles were created during the Quick Waiver process.

Update: Duplicate users are not created.

Previously: Addresses displayed as N/A instead of the full street address.

Update: Addresses display correctly.

Previously: The payment plan shown to the customer at checkout didn't match the plan created by the admin.

Update: They match correctly.

Update: Updated the weekly A/R Report Summary email: added "or Financial Admin Edit" to the intro text, a thin row divider on the brand table, and full visibility into all Upcoming Scheduled Payments.

Previously: Failed policies didn't display when using the From/To Date filters.

Update: Failed policies display correctly.

Update: Removed the 3STEP logo from invoices for SaaS brands.

Previously: Creating a new program succeeded but showed an error message after clicking Create Program.

Update: New programs can be created without an error message.

Previously: Leaving Phone Number fields blank during bulk registration could incorrectly combine accounts.

Update: Added a "Paid Externally" field, fixed the account-combining issue, and stopped sending Coach Waiver emails for programs that have already passed.

Update: Added "Metric Mondays" to the email body, surfaced the email on Communication History, and added a pre-filtered "No Payment Method" link to Payment Plan Status.

Update: Insufficient-funds ACH checkouts now show "Not Settled" instead of "Declined" for both payment lines; payment methods declined repeatedly are automatically removed from scheduled payments.

Update: Games scored via Bulk Scoring are flagged 'bulkScored' and excluded from returned stats.

Update: Programs with financeclassid should not have any overrides.

Update: Remapped overpayments and sales tax to ADM:Admin; added a new DefaultProgramId column to FinanceClasses.