Overriding the debtor's name

Debtors sometimes want the account to be in a company name, such as Abbot Enterprises, for example for tax purposes. By overriding the name, the:

Debtor constituency is added to the community member who is the student's debtor
account is addressed to the debtor as they need it.

Note: If the debtor has not yet been created or the user does not have permission to access the finance system then the community name is displayed in Current Student Maintenance.

To override the debtor's name for a student:

Open the Debtor tab of Current Student Maintenance. See Current Student Maintenance - Debtor tab in the Current students manual.
The Debtor tab of the Current Student Maintenance window is displayed.
Click .
The Debtor tab of Debtor Maintenance is displayed. See Debtor Maintenance - Debtor tab.
Select the Override Debtor Name field.
The following dialog window is displayed.
Click
Type the debtor's preferred name in the Name field.
Either:
- enter the address for the debtor.
- if you have the Quick Address System (QAS) enabled, select the Validate Online checkbox then
  - select the country using the Country drop-down list.
  - type the address into the Search Address field.
  The list of matching addresses is displayed.
  - Select the address you would like to add.
    Tip: You can narrow QAS search results by typing more details of the address.
Update any other fields as required.
If the drawer name needs changing:
- Click the Payment Type tab.
  The Manual Payments sub-tab is displayed.
- Select the Payment Type, if required.
- Type the debtor's preferred name in the Drawer field.
- Repeat the process for other payment types, as required.
Click .
The Debtor tab of the Current Student Maintenance window is redisplayed with the updated debtor's name.

Last modified: 4/05/2017 4:22:18 PM