New flags on the General tab.

New flags on the General tab in Debtor Maintenance to manage payment plans:

• Payment Plan Required
• Allow Payment Plan Discount.

Debtor Maintenance - General tab

New spouse details on the Debtor tab.

New fields for spouse name and phone numbers on the Debtor tab in Debtor Maintenance.

Debtor Maintenance - Debtor tab

Notify Method field available from v65 onwards.

You can select to both send a printed statement and email a statement to a debtor using the Notify Method field on the Debtor tab of Debtor Maintenance.

Debtor Maintenance - Debtor tab

Changes to the Online Payments sub-tab.

Changes to the Online payments sub-tab in Debtor Maintenance:

• New buttons to impersonate debtors and owners in the Community Portal.

• New button to activate a payment option for automatic payments.

• Credit card expiry details now display the year in the four digit format. For example, 07/2014.
• New Credit Card Description grid area field added

Debtor Maintenance - Payment Type tab - Online Payments sub-tab

Changes made to the Instalments sub-tab.

Changes to the Online payments sub-tab in Debtor Maintenance:

• Make Adjustments... button replaces Process Adjustments button

• Grid area fields renamed:
  • Posting No. renamed to Post No.
  • Posting Source renamed to Post Src
• Description grid area field added.

Debtor Maintenance - Instalments tab

New Payment Plan field.

New Payment Plan field on the Update Instalment Frequency window.

Updating instalment frequencies

New Online Payment Gateway Receipts field.

New Online Payment Gateway Receipts process type in Electronic Banking allows organisations to import NAB Transact gateway receipts.

Electronic banking