December 2023 Mosaic Release Notes

Owned by Barrett Jelvik
Last updated: Dec 07, 2023 by Steve Kaisner
3 min read

Application Updates from: Oct 26, 2023 - Nov 22, 2023

Release to Production: Dec 6, 2023

Release Notes Statement

New functionality added to Mosaic is controlled by feature flags to ensure readiness prior to use in production environments. Throughout release notes the phrase “If enabled” is used to designate capabilities that may be turned on or off. Such options may be released for a limited audience or dependent upon additional updates. These options will still be referenced in release notes to make clients aware all new application capabilities. 

AR Accounts

Balance Due

An AR account's “Balance Due” now displays prominently in Mosaic. The difference between charges and payments applied, is now visible when viewing an AR Account from People > AR Account Management.

  • Balance Due is updated real-time with transactions.

  • There is now a distinction between customer "available funds", which is the maximum charges allowed by shopper from the account "balance due", which is the amount of allocated funds used.

  • Small UI adjustments have been made to support the new value, including an "Active" account toggle now showing to the left of Account Code.

Apply Payments to AR Accounts

To simplify the process of posting and reconciling payments without the need for entries via PrismPOS, AR managers can now apply payments directly from the AR Account profile in Mosaic. A new button, 'Apply Payment', exposes a modal which includes account information and prompts to add a payment, a reference and comment.

  • Apply Payment prompts may be saved or cancelled upon entry.

  • If saved, payments immediately update the Balance Due.

  • Payments applied through Mosaic do not affect POS Device or Cashier Reconciliation reports.

  • Once updated, the Balance Due may only be manually altered by subsequent payments or adjustments (see below).

Account Adjustments to AR Accounts

Mosaic users now have the ability to apply adjustments to an AR Account's Balance Due. When viewing an AR Account from People > AR Account Management, a new button, 'Adjust Balance', exposes a modal to enable account adjustments. Upon selection, users can input an Adjusted Balance to replace the current Balance Due. Any adjustments require an associated text reason.

  • Adjust Balance prompts may be saved or cancelled upon entry.

  • If saved, adjustments immediately replace and update the Balance Due.

  • Once updated, the Balance Due may only be manually altered by subsequent payments (see above) or adjustments.

  • Adjustments, once saved, cannot be directly altered. Any changes must be made through offsetting or additional entries

 

"Web Sales and Tax by State" Report

A new report designed to track and analyze web sales across different states, is included with this release. This report aids stores in ensuring compliance with sales tax nexus laws by providing a breakdown of web sales and taxes collected per state.

  • Report output is specific to the active location selected upon run.

  • Date Filters: Options include multiple look-back options as well as custom date range entry.

  • Output Formats: CSV and HTML (Note: HTML output opens a new browser tab to show the report contents. This tab may require that you enable pop ups for Mosaic on your browser.)

  • Presented data: State, Mosaic Nexus flag, Transactions Count, Transaction Amount, and Collected Tax

Bugs & Small Enhancements

  • Rental Management screen now performs as expected when editing details. Previously, upon editing a rental book, additional rental books would be created in the system, causing data duplication.

  • Customer search drop-downs have been made more performant. Before this update, long lookup delays were noticed by stores with large data sets.

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