New constituency for debtor statement recipients.

There is a constituency @DEBS for community members who receive copies of debtor statements.

New search fields in the Set Enrolment Deposit Search Criteria window.

You can search for enrolment deposits that:

• have been marked for repayment
• have not been marked for repayment.

Searching for enrolment deposits

Auto Payments automatically put on hold when debtors are made inactive.

When you make a debtor inactive, any auto payments they had are automatically put on hold.

Deleting debtors or making them inactive

Redesigned Debtor Statement Print window.

The Debtor Statement Print window has been redesigned.

Printing and emailing debtor statements

New fields in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance.

On the Prior Statements sub-tab of the Statements tab of Debtor Maintenance, you can view:

• who has viewed prior statements on the community portal
• who has received notifications of prior statements.

Debtor Maintenance - Statements tab

New field in Debtor tab of Debtor Maintenance.

You can view the selected email address on the Debtor tab of Debtor Maintenance.

Debtor Maintenance - Debtor tab

New Next Date rules for debtor automatic payments.

When the automatic payment process is run, zero receipts are created for debtors with no balance due and the next date updated accordingly.

Debtor Maintenance - Payment Type tab

New posting edit rules.

You cannot edit a posting if it is currently reconciled in a past or open bank reconciliation.

Cash Receipts Entry - Posting Action

Debtor Charges Entry - Posting Actions

New debtor statement notification options.

In the Debtor tab of Debtor Maintenance you can select to:

• send no debtor notifications
• also send debtor statement notifications to a debtor's spouse if the debtor notifications are being sent by email.

Debtor Maintenance - Debtor tab

Buttons removed from Prior Statements sub-tab of Statements tab of Debtor Maintenance.

You cannot delete prior statements or create invoices in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance, due to the way Synergetic stores created statements in the database.

Debtor Maintenance - Statements tab

New field in the Receipts and History tabs of Debtor Maintenance.

You can select to show or hide zero-value receipts for debtors in the Receipts tab and History tab of Debtor Maintenance.

Debtor Maintenance - History tab

Debtor Maintenance - Receipts tab

New debtor statement underlays.

You can set up PDF underlay files for:

• debtor statement reminders
• debtor invoice reminders
• debtor statement headers and footers.

Customising statements for your stationery

Foreign currency general ledger allocations in Cash Receipts Entry.

Synergetic supports working with foreign currencies when allocating debtor receipts to general ledger accounts.

Debtor Cash Receipts Entry - G/L Allocations tab