Override the debtor name and show it on the Debtor tab of Current Student Maintenance.

The Override Debtor Name field has been added so that you can update the Name of the debtor on the Debtor tab of Debtor Maintenance.

This is displayed on the Debtor tab of Current Student Maintenance.

Note: Before this change, you had to create a company record and use that as the debtor. The problem was that the individual did not have a debtor constituency set up against them.

Overriding the debtor's name

Debtor Maintenance - Debtor tab

Current Student Maintenance - Debtor tab in the Current students manual

New Crystal Report Bank Deposit List.

You can now print your Bank Deposit List from your own Crystal Report.

Banking Configuration Maintenance - General tab in the System maintenance manual

New field option for Description on Statement in General tab of Debtor Fee Maintenance.

If you select Charge Description Only (copy fee desc if not entered) in the Description on Statement field in the General tab of Debtor Fee Maintenance - General tab, Synergetic copies the fee description into the statement if no charge description is entered. When you update the fee description, the statements retains the original fee description.

Debtor Fee Maintenance - General tab

Debtor Charges Entry

Drop-down lists expanded.

The drop-down lists now display the full width of options instead of truncating them.

New fields in Instalments tab of Debtor Maintenance.

You can now override the default instalment settings per debtor on the Instalments tab of Debtor Maintenance.

Debtor Maintenance - Instalments tab

Debtor surname field searches overridden debtor names

You can now also search for an overridden debtor name via the Surname field in Set Debtor Search Criteria.

Searching for debtors

New reminder when overriding debtor names.

When you override or de-override a debtor name in the Debtor tab of Debtor Maintenance, Synergetic reminds you to update the Drawer name in the Manual Payments tab.

Debtor Maintenance - Debtor tab

Outstanding charges field in Debtor Statement Print.

You can now reprint a statement displaying only debtors with outstanding charges.

Reprinting statements

Tax code automatically populated in the G/L Allocations tab of Debtor Cash Receipts Entry.

In the G/L Allocations tab of Debtor Cash Receipts Entry, if you select an Enrolment Deposit that has specified a Tax Code, that Tax Code is automatically populated in the Debtor Cash Receipts Entry.

Debtor Cash Receipts Entry - G/L Allocations tab

New Find Debtor Fee Code option in Fee Code drop-down lists.

You can now right click on Fee Code drop-down lists and select Find Debtor Fee Code to search for fee codes.

Course Maintenance - Charges tab in the Assessment and reports manual.

Class Maintenance - Charges tab in the Curriculum manual.

Finance Configuration - Business Units - Invoicing sub-tab in the System maintenance manual.

Duplicate debtor charge warning

Synergetic now warns you if you are about to make a duplicate debtor charge in a posting.

Debtor charges entry

Apply charges to Future Students.

You can now apply charges to future students who have been allocated a Debtor ID.

Searching for students or debtors - Debtor Charges Entry

Override Tax Amount reset when Fee Amount changed in Debtor Charges Entry.

If you change the Fee Amount of a debtor charge after overriding the Tax Amount, Synergetic resets the Tax Amount override to prevent incorrect tax allocations.

Debtor charges entry

Student course charges controlled by student course status.

Students are now only charged course fees if their course status allows charges.

Creating student course charges

luStudentCourseStatus lookup table in the System maintenance manual

New field in Charges tab of Course Details Maintenance.

You can now select a Charge Date when creating charges. Charges are not added to a posting until after their charge date has passed.

Course Details Maintenance - Charges tab

More helpful error message for locked merge files.

The error message for attempting to import a locked file now has more detail.

Loading debtor charges merge files

New field in Enrolment Deposit Definitions window.

You can now define the Tax Code for the Enrolment Deposit in the Enrolment Deposit Definitions window.

Maintaining enrolment deposit definitions

New field in General tab of Enrolment Deposits Maintenance.

New Certificate Printed check box in the General tab of the Enrolment Deposits Maintenance window used to indicate if a certificate has been printed.

Enrolment Deposits Maintenance - General tab

New button to adjust fields in General tab of Enrolment Deposits Maintenance.

A new Adjust button has been added to allow you to change the Amount and Amount Owing fields in the General tab of Enrolment Deposits Maintenance.

Enrolment Deposits Maintenance - General tab