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Debtors

This section outlines changes to the Debtors manual arising from changes made to Synergetic (66.01 - 66R2).

Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.

Change

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New Voluntary Contributions fields.

You can use the Voluntary Contributions fields on the Automatic Payments sub-tab of Debtor Maintenance to create ad hoc voluntary contributions.

Voluntary contributions fields (Automatic payments sub-tab, Debtor Maintenance, cut-down)

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

New Delete button.

You can use the new Delete button on the Online Payments sub-tab of Debtor Maintenance to delete inactive payment plans.

Delete button (Debtor Maintenance - Online payments tab, cut-down)

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

Stored field documented.

The Stored field on the Invoices tab of Debtor Maintenance indicates whether an invoice has been stored.

Debtor Maintenance - Invoices tab

Frequency field documented.

You can use the Frequency field of the Debtor Charges Entry window to select an instalment frequency.

Frequency field (Debtor Charges Entry, cut-down).gif

Debtor Charges Entry

luDebtorInstalmentFrequency lookup table in the Synergetic Finance manual.

New Export Warnings window under Electronic Banking.

The Export Warnings window displays a list of debtors that will not be included in the electronic banking export due to existing warnings.

Electronic banking

Debtor Statement Print windows updated.

The following fields have been documented:

  • Sub Ledger field on the Debtor Statement Print - Selections window

Sub Ledger field (Debtor Statements Print - Selections window, cut-down)

  • Discount Calculation Method field on the Debtor Statement Print - Discounts window.

Discount Calculation Method (Debtor Statement Print - Discounts)

Generating debtor statements

Debtor Statement Print - Selections window

Debtor Statement Print - Discounts window

Debtor Bulk Additions summary report updated.

The Debtor Bulk Additions report now includes inactive debtors that have been reinstated.

Adding debtors in bulk

Last modified: 4/03/2015 3:38:20 PM

See Also

What's new in Synergetic version 66R2

Introduction

Community

Development

Human Resources

System maintenance

Future students

Current students

Past students

Medical details

Curriculum

Absence events

Assessment and reports

Finance

General ledger

Payroll

Roll returns

© 2015 Synergetic Management Systems. Published 6 May 2015.

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