June 17th 2021, Release Note: WFM UK: Tronc 2 Page Enhancements

Summary

If using the Tronc module with the new user interface, please see WFM UK Release Note: Tronc2 Page Enhancements: New User Interface.

Release date: 17th June 2021

Tronc2 Page Enhancements

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - All Tronc2 Users

What's Changing?

Minor enhancements to the Tronc2 module.

Reason for the Change?

To make the Tronc2 module easier to navigate,  improving the user experience.

Customers Affected

All customers using the Tronc2 module.

Release Note Info/Steps

Record Receipts

• To view record receipts, go to Tronc2 > Receipts > Record Receipts

Within the existing page, when a Location is selected, all previous tronc receipts are listed.

Fig.1 - Existing Record Receipts page

Using the new page, when a location is selected, the screen is split into two halves:

1. 'Add New Tronc Receipt' – only shows the most recent receipt, with the ability for the user to add a new one
2. 'Past Tronc Receipts' – shows the past four months' receipts by default

Fig.2 - New Record Receipt Page

A new Date Checker has been added to the top of the page which enables searching for past receipts older than four months.

Allocate Receipts

• To view allocated Receipts, go to Tronc2 > Receipts > Allocate Receipts

Within the current page, when the Location and Receipt pages are selected, the list of funds to allocate appears.

Fig.3 - Existing Allocate Receipts Page

The new page displays the same information, however, the past periods available to select within the Receipt Period drop-down are now restricted to the previous four months.

This new page also has a Receipt Period Date Range to search funds from over four months ago

Fig.4 - New Allocate Receipts page