Booking, Tour, Supplier, Payment, and Reconciliation Enhancements
1. Booking Module
- Added the Incentive 1 field to the Booking Details page.
- Added an option to display the UCCF field on the Booking Details page.
- Added WHT on commission for BSP suppliers.
- Added Sales Executive and Sales Manager fields to the Booking and Tour modules.
- Added the VCC Number field to the Flight Booking page.
2. Tour Module
- Added MICE tour package entry and reporting functionality in STAX.
- Added Hotel Booking Reference and Supplier Reference search options on the Tour page.
- Invoices can now be reversed directly from the Tour Module without navigating to the Invoice List.
- Added a dedicated field for entering services in the Tour Module.
- Added automatic GDS hotel entry from MIR files received from Galileo Travelport.
- Restricted voucher deletion from Tour Details after invoicing and purchase generation, including cases where the purchase is generated separately.
- Added an option to save supplier details after invoice creation, based on system settings.
- Added income accounting effects based on the Service Class for tour services.
3. Visa and Deposit Refund Module – STAX introduces a dedicated Visa and Deposit Refund Module with multi-stage API integration and streamlined tour service mapping.
- Multi-Stage API Lifecycle Synchronization: Captures Accounts Receivable data through STBE and third-party APIs, including sales value, security deposit, and VAT. It also supports secondary Accounts Payable supplier cost adjustments and continuously updates visa statuses such as Submission, Document Verification, Approved, Visa Submitted, and Exited.
- Tour Module Field Expansion: Selecting Visa as a service type in the Tour Module automatically displays detailed demographic and visa-tracking fields, including Nationality, Visa Status, Application Number, Country, Gender, Visa Number, Passport Number, Date of Birth, Issue Date, and Immigration RV Number.
- Dedicated Visa Deposit Refund Module: Provides a separate and controlled option to process and track visa security deposit refunds independently.
- Added passenger profile filters in the Booking and Tour modules.
- Passenger Profile information can be displayed in Voucher Documents and Invoice screens.
4. Supplier Cost Modification
Flight Bookings
Passenger Profile information can be displayed in Voucher Documents and Invoice screens.
- Users can modify supplier costs and update supplier selections directly from the Documents Module without opening or unlocking the underlying flight booking record, even after invoicing is complete.
- The system automatically generates the required adjusting ledger entries to maintain accounting accuracy.
Tour Transactions
- Users can change the supplier and update supplier cost values directly from the Voucher Entry screen without reopening the underlying Service Order, even after invoicing is complete.
- Updated supplier and cost information is synchronized with the booking record.
- General Ledger balances are adjusted automatically in real time.
Invoice Reversal
- Invoices can be reversed directly from the Tour Module without navigating to the central Invoice List screen, streamlining operational processing.
5. Payment Request Module – Introduced a dedicated Payment Request Module to streamline non-booking and operational payment workflows. The module follows a five-step security lifecycle:
Create → Approve → Initiate → Finalize → Post
- Granular Security and Role Controls: Access is managed through Employee Security settings, including View, Add, Edit, Delete, Approve, Finalize, and Post permissions. Operational staff, such as consultants, can be restricted to requests such as refunds and petty cash, while accountants can receive authorization for purchases, rent, bank transfers, and other payment reasons.
- Real-Time Party Insights: When a customer or supplier is selected, the system displays the current outstanding balance, pending approval amount, and the last paid amount with its payment date.
- Flexible Payment Methods and Reasons: Supports Bank Transfer, Cash, Cheque, Credit Card, and VCC payment methods for Purchase, Refund, Bank-to-Bank Transfer, Top-Up, Petty Cash, General Expense, and Salary transactions.
- Automated Refund Triggers: Automatically creates refund payment requests against credit notes when retail tickets are voided.
- Multi-Currency Support: Supports foreign-currency payment requests.
- Custom Post-Date Selection: Allows users to enter a custom posting date for bank transfers so that transactions can be aligned with the actual bank debit date and month-end reconciliation requirements.
6. Approval Workflow – The updated Standard Approval Workflow introduces a structured multi-stage process for manual accounting modules:
Create → Approve → Post
- Applies to Journal Vouchers, Debit Notes, Credit Notes, and Other Purchases.
- The Post button becomes available only after all required management and Finance Manager approvals have been completed.
7. Advance Receipt Voucher – The Advance Receipt Voucher module streamlines prepaid collections and upfront deposit management by tracking unapplied credits before bookings are finalized.
- Prepaid Collection and GL Recording: Records upfront deposits received through cash, card, bank transfer, or online gateway directly in the General Ledger as an unapplied credit balance under the customer or Guarantor account.
- Profile Association: Links prepayments to a Passenger Profile or Guarantor Profile so that funds remain associated with the responsible party or traveler.
- Cross-Module Inheritance: Allows users to search for and select existing Advance RVs in Bookings, Tours, Quick GSA Entry, and Visa Processing.
- Automated Consumption and Audit Trail: Automatically applies advance balances against newly generated invoices while carrying profile links and transaction details from the original deposit to the final invoice settlement.
8. Receipt API XML Integration – The Automated API Receipt Capture enhancement enables external systems, including STBE and third-party APIs, to transmit financial receipts to STAX through XML services using ManualRVXml.
- Based on internal payload rules, the system can automatically create posted receipts and Advance RV prepaid top-ups.
9. Receipt Bank API Fetch – STAX supports on-demand receipt detail retrieval from Banking and Payment Gateway APIs for Bank Transfers, Payfort, and Cash Deposit Machines.
- Users can select the Transfer Type, enter the Bank Reference Number, and click Fetch to populate transaction details automatically in the receipt workflow.
- All API fetch requests, payloads, and responses are recorded in the Web Service Logs monitor under SOP Bank Transfer for audit and operational tracking.
10. Manual Receipts
- Added a Transfer Method Master for receipt dropdown selection.
- Added the RefNo field to Receipts.
- Added the RefNo column to the Receipts screen.
- Added the Receipt Utilization Detail Report to verify whether receipts have been matched with invoices or remain unused.
- Auth Code, Bank Reference, and Bank Name are now displayed in the Receipt Brief Report.
- Added Payfort STBE-to-STAX Receipt API integration. A payment link is created and sent to the customer through the API, and the receipt is automatically captured in STAX after payment is completed.
- Added the Copy Receipt feature, allowing users to duplicate an existing receipt and quickly create a new payment or collection record.
- Added multi-currency Manual Receipt Vouchers.
- Added the option to send Receipt Prints through WhatsApp.
11. Reconciliation
- Bank Reconciliation by Excel: The STAX Bank Clearing Reconciliation feature matches transaction reference numbers against uploaded bank statement files and categorizes each transaction as Cleared, Not Cleared, or Mismatch.
- The system flags reference mismatches for manual review and allows users to update the Clearing Date to reflect payments received across weekends or bank cut-off periods.
- Added Excel-based Supplier Reconciliation for tour transactions.
- Improved Supplier Reconciliation features.
We have fixed the bugs and improved the quality of the STAX Application.
Please note that some of these features are subscription-based, while others are available exclusively to our Enterprise customers.
For further details, plan upgrades, or to enable these features for your account, please feel free to reach out to us at [email protected] and [email protected].