Tax Types, Trip Cost-Profit Report and 2FAs

This update provides customization of tax types (GST, VAT, TCS etc), meal plans and room types along with allowing you to add Two-Factor authentication (2FA) to add more security layers to your and team's accounts. This update also introduces a new report which give you a detailed cost and profit analysis for a single trip.

Tax Type Customization

You can now customize the applicable tax types for your quotes. Admin members can simply go to their organization's settings and add or update tax types according to their needs. You can also set the default values of the tax in percentage to further ease the tax calculation for your sales team.

You can add following details to the tax types

• Name: Name of tax type. This label will be used for internal use only and will NOT be shared with customers. This must be unique in your organization i.e. there should not be multiple tax types with the same name.
• Display Name: Display name of the tax type. This will be used as the display name for the tax types and will be shared with the customers. You can use this to have multiple tax names but still share the same tax label towards customers.
• Default Value: The optional default value of the tax in percentage if applicable.

If you want to update any details of existing tax type, you can click on add new button and use the name of that existing tax. After that, update other details as per the requirements and click on save. The name of the tax name is unique so it will update the already save tax's details.

Once you add/update tax types, sales team can simply select the applicable tax type during the quotation from the dropdown label of taxes. The default value of the selected tax will be auto applied to the quotation.

Trip Cost and Profit Report

Admins can now generate a full final report (in excel format) of a trip in a single click with all details of the trip, from latest quotation overview till payments status of bookings. This provides a final report of the bookings and their current status. Admins can access this report in the Profit Report section under Accounting of a selected Trip.

Meal Plans and Room Types Cleanup

Data Operators and Admin can now manage the dataset of Meal Plan and Room Types on the Dashboard. This allows you to delete unused dataset or modify the details of any existing meal plan / room type according to your needs.

Once you open the listing page of Meal Plans or Room Types, you will see the available dataset of respective entities. Alongside to each entry, you can view the number of hotels with which the meal plan or room type is associated. You can click on the hotel's count to view the list of hotels, which have the service provided.

If you want to delete a meal plan or room type which is associated with some hotel(s), you first need to update the individual hotel and remove the meal or room type. Once a meal plan or room type is disassociated from all the hotels, you can simply delete it. To ensure your dataset stays up-to-date with your sheets, you also need to remove the respective meal or room type from your excel sheets to avoid re-creating it after contract uploading.

Two Factor Authentication

To further enhance the security of your account access, you or your admin can now easily set-up Two-Factor Authentication (2FA) with Time-Based OTP within few clicks.

To setup the 2FA, you should first install any authenticator app such as Google Authenticator, Microsoft Authenticator, 1Password if not already installed. Next, open the password module in your Sembark Profile page.

Now click on Setup Two Factor Authentication and follow the steps below.

1. Scan the QR code from your Authenticator application by clicking on Add button (or similar UI) from the application.
2. Once scanned, the Authenticator application will show you a code (6 digit). This is a auto-refreshing code which is valid for 1 minute only. Enter this code in your Sembark dashboard in 2FA setup process.

Click on Verify Code and the system should show a success notification. If you receive any error, simply re-enter the new verification code from the authenticator app and click on verify again. After verification, 2FA should be enabled for your account.

Now, the next time you login with your password or passkeys using fingerprint, the system will request for the OTP. Simple open the authenticator app and enter the OTP to access your dashboard. Going forward, the system will periodically ask for OTPs.

Improved Per-Person calculation for Missing Accommodations

With this update, if some pax are NOT allocated accommodations for some nights (due to late arrivals or early departures), the system will now show the per-person calculation for all the pax. This system will still show a warning for missing accommodations to prevent accidental mistakes.

Accommodation and Arrival-Departure Details in WA to Guests

When sharing tour operation details (transfers, drivers etc.) with guest using WhatsApp message, the system will now include the check-in/checkout hotel details and, arrival-departure details of the trip to keep the guest in sync with drivers and other suppliers.

Along with this, the booking enquiry email for the operational services will now include the pick-up time of transfer to better communicate the requirements for the journey to the suppliers and avoid any miscommunications to later smooth out the tour operations.

Improved Profit Calculations in Sales Report

The system will now use the package amount in costing currency to calculate the sales profit (instead of relying on selling currency) for a more accurate sales profit report. This will also improve the profit report if you are selling in different currencies but only using a single costing currency in your packages.

Other Enhancements

• Fixed the issue when (sometimes) removing hotel option was not working during editing quotes
• The generated pdfs from various modules (vouchers, invoices etc.) has been improved to match the basic designs from Quote PDF template such as font family, and text justifications etc.
• New PDF font-family: Noto Sans. This also adds support for basic Hindi fonts.
• Fixed: Ignore the rows without room type to avoid rate overriding in the Hotel Price rate sheet and ignore the empty value for Hotel's name
• The default number of instalments during trip holding/conversion has been changed to one, allowing you to customize as per your needs.
• When searching inside matching quote suggestions, the default restriction of days will be removed and you can search for all the quotes of this destination.