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This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 67.01-68).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 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 |
More information |
See... |
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New address validation search. |
You can use the new address validation search functionality to display matching addresses as you type into address fields. |
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New field added to the General tab of Debtor Maintenance. |
You can use the Allow Portal Payment Plans field on the General tab of Debtor Maintenance to determine whether portal payment plans are allowed for the selected debtor.
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New fields added to the Receipts tab of Debtor Maintenance. |
You can use the following fields on the Receipts tab of Debtor Maintenance to determine the payment amounts made towards debtor and G/L payments for each receipt:
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Last modified: 29/03/2017 12:50:48 PM
This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 66R2-67.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 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 |
More information |
See... |
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Field renamed. |
The Payment Plan Required field on the General tab of Debtor Maintenance has been renamed the School Administered Payment Plan Only field.
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Allow Sales field updated. |
The Allow Sales field has been changed to a drop-down list.
You can use this drop-down list to determine the business unit level of access that debtors have when purchasing goods and services on credit from your organisation via the sales module. |
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New button added to the Finance tab. |
You can click |
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New button added to the Prior Statements sub-tab/. |
You can click |
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New field added to the Payment Type tab. |
You can use the Use validation mask field on the Payment Type tab of Debtor Maintenance to perform basic validation on entered credit cards. |
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Debtor Overdue Charges window fields updated. |
You can use the Debtor Overdue Charges window to apply overdue charges. The documentation has been updated to make this process clearer. |
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New User Forms tab. |
You can use the User Forms tab of Enrolment Deposits Maintenance to open forms created at your organisation for enrolment deposits. |
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New Create Next Year Payment Plans window. |
You can use the Create Next Year Payment Plans window to rollover existing payment plans into the next year. |
Last modified: 29/03/2017 12:50:48 PM
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 |
More information |
See... |
|---|---|---|
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.
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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.
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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. |
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Frequency field documented. |
You can use the Frequency field of the Debtor Charges Entry window to select an instalment frequency.
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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. |
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Debtor Statement Print windows updated. |
The following fields have been documented:
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Debtor Bulk Additions summary report updated. |
The Debtor Bulk Additions report now includes inactive debtors that have been reinstated. |
Last modified: 29/03/2017 12:50:48 PM
This section outlines changes to the Debtors manual arising from changes made to Synergetic (65.19 - 66.01).
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 |
More information |
See... |
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New flags on the General tab. |
New flags on the General tab in Debtor Maintenance to manage payment plans:
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New spouse details on the Debtor tab. |
New fields for spouse name and phone numbers on the Debtor tab in Debtor Maintenance.
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Notify Method field available from v65 onwards.
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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.
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Changes to the Online Payments sub-tab. |
Changes to the Online payments sub-tab in Debtor Maintenance:
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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:
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New Payment Plan field. |
New Payment Plan field on the Update Instalment Frequency window.
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New Online Payment Gateway Receipts field. |
New Online Payment Gateway Receipts process type in Electronic Banking allows organisations to import NAB Transact gateway receipts.
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Last modified: 29/03/2017 12:50:48 PM
This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 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 |
More information |
See... |
|---|---|---|
New sub-tab on the Payment Type tab of Debtor Maintenance. |
You can use the Online Payments sub-tab to view payment methods entered online by the debtor in the Community Portal. |
Debtor Maintenance - Payment Type tab - Online Payment sub-tab |
Change in documentation. |
A new topic has been written to make existing documentation clearer. |
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New debtor ageing method. |
You can age debtor charges according to the due date of the statement on which the charge was issued. |
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Custom user forms and search forms. |
You can create custom user search forms and user forms for Enrolment Deposit Definitions. |
Designing user search forms in the System maintenance manual. |
Changes to automatic allocation of pledge receipts. |
You can configure how electronic payments are automatically allocated against pledge receipts. |
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New fields on the Debtor Statement Print - Discounts window. |
You can set the rounding of discounts on the Debtor Statement Print - Discounts window.
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New handing of zero receipts on close off reports. |
Receipts with a zero amount no longer appear on the Bank Deposit Slip report. Debtor Automatic Receipts (EFT or credit card) with an amount of zero now also sort to the end of the Audit Print and Close Off.
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New debtor merge fields available. |
The following merge fields are now available in Debtor Statements, where ID refers to the recipient of the statement:
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Changes to statement run deletion rules. |
You cannot delete a statement run if a debtor in the run has been issued a subsequent statement. |
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New field on Instalments tab of Debtor Maintenance. |
You can now set the Nxt Amt field on the Instalments tab of Debtor Maintenance to either:
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Changes to underlay files. |
You can choose whether normal, header and footer underlay files are applied to statements or invoices based on whether they are printed, electronic or both.
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Customising statements for your stationery Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab in the Finance manual |
New security settings. |
You can only abandon charges entry and cash receipts postings if you have sufficient privileges. |
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New debtor charges program available. |
You can charge community members for overdue object loans using the Student Object Loans Overdue Charges window.
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Debtor statement email updates. |
When you resend a debtor statement, Synergetic uses the most recent email address for that debtor. |
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New buttons in View Stored Statements window. |
You can:
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Last modified: 29/03/2017 12:50:48 PM
This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 63.18-64.13).
Change |
More information |
See... |
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New constituency for debtor statement recipients. |
There is a constituency @DEBS for community members who receive copies of debtor statements. |
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New search fields in the Set Enrolment Deposit Search Criteria window. |
You can search for enrolment deposits that:
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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. |
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Redesigned Debtor Statement Print window. |
The Debtor Statement Print window has been redesigned.
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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:
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New field in Debtor tab of Debtor Maintenance. |
You can view the selected email address on the Debtor tab of Debtor Maintenance.
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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. |
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New posting edit rules. |
You cannot edit a posting if it is currently reconciled in a past or open bank reconciliation. |
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New debtor statement notification options. |
In the Debtor tab of Debtor Maintenance you can select to:
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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. |
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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.
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New debtor statement underlays. |
You can set up PDF underlay files for:
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Foreign currency general ledger allocations in Cash Receipts Entry. |
Synergetic supports working with foreign currencies when allocating debtor receipts to general ledger accounts. |
Last modified: 29/03/2017 12:50:48 PM
This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 62.46-63.18).
Change |
More information |
See... |
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New receipt modification procedure. |
You can modify receipts, including those for enrolment deposits, asset sales and donation allocations:
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Crystal Report underlay files documented. |
You can further customise debtor Crystal Reports by adding underlay files. This has now been documented. |
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New Correspondence tab in Debtor Maintenance. |
In the Correspondence tab of Debtor Maintenance you can view and maintain:
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New filter fields in the DocMan tab of Debtor Maintenance. |
You can filter documents by their description and source reference in the DocMan tab of Debtor Maintenance.
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New Preview function in Debtor Statements. |
You can preview generated debtor statements before sending notifications in Debtor Statements.
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New BPAY format supported. |
The BPAY Receipt Import feature handles up to 21 characters, making WBC PostBillPay receipt importing available. |
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New auto-allocation rules in Debtor Charges Entry. |
Negative amounts are only allocated to future charges if all charges dated on or before the credit have been fully allocated. |
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Warning message in Debtor Charges Entry and Cash Receipts Entry. |
Synergetic displays the message **NOT AUTHORISED TO THIS GL** if you attempt to use a general ledger that you do not have permission to use in Debtor Charges Entry and the G/L Allocations tab of Cash Receipts Entry. |
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New quick entry feature in Debtor Cash Receipts Entry. |
You can allocate payment to the debtor account and pledges quickly using the Create Payment window in Debtor Cash Receipts Entry. |
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Automatically pay debtor pledges from electronic receipts. |
You can configure Synergetic to automatically pay a debtor's outstanding pledge payment to a specific pledge. The pledge payment is made:
Any unallocated payment is paid into the Overpayment or Prepaid debtor accounts. |
luFund lookup table in the System maintenance manual. |
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Last modified: 29/03/2017 12:50:48 PM
This section outlines changes to the Debtors manual arising from changes made to Synergetic (version 61.35-62.45)
Change |
More information |
See |
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New debtor statement reprint information. |
Reprints of debtors' statements now display exactly the same information as the original statement. |
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Record cheque numbers in the Payment Detail tab of the Debtor Cash Receipts Entry window. |
You can type the cheque number in the Bank Statement Reference field of the Payment Detail tab of Debtor Cash Receipts Entry.
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New default row selection on Receipts tab of Debtor Maintenance. |
When opening the Receipts tab of Debtor Maintenance, the last receipt entry is selected by default.
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New field in Prior Statements sub-tab of Statements tab of Debtor Maintenance. |
The Archived field in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance indicates whether an individual statement for the recipient has been archived.
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New field in Recipients sub-tab of Statements tab of Debtor Maintenance. |
You can select the means by which duplicate statements are sent in the Recipients sub-tab of the Statements tab of Debtor Maintenance.
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New options when previewing statements in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance. |
When clicking
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New button in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance. |
You can click
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Updated fields in debtor invoices. |
Debtor Override Names and Addresses appear on debtor invoices.
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New credit card number validation in the Automatic Payments sub-tab of Payment Type tab of Debtor Maintenance. |
When entering a credit card number in the Credit Card Details sub-sub-tab of the Automatic Payments sub-tab of the Payment Type tab of Debtor Maintenance, Synergetic will check the credit card number against the check digit and alert you if the card number is invalid.
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New fee code listing method in Debtor Fee Selector. |
You can list debtor fee codes by description instead of by fee code by clicking on the Description grid header in Debtor Fee Selector.
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New credit card surcharge function in Payment Details tab of Debtor Cash Receipts Entry. |
You can add a surcharge to a debtor's payment if they pay by credit card in the Payment Details tab of Debtor Cash Receipts Entry.
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New custom search form in Set Debtor Search Criteria. |
You can create custom search forms to search for debtors based on your own criteria.
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Using custom search forms in the Introduction manual. |
Automatic overpayment cash allocations in Fees tab of Debtor Cash Receipts Entry. |
If your organisation uses Cash Accounting and a debtor pays more than they currently owe in the Fees tab of Debtor Cash Receipts Entry, the excess is automatically allocated to an Overpayment category.
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Updated Audit Print statements for cash accounting. |
If your organisation uses cash accounting, Audit Print statements display:
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New bank formats available in Debtor Electronic Banking. |
You can import EFT, BPAY and credit card receipts in Debtor Electronic Banking.
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New surcharge imports in Debtor Electronic Banking. |
Processing BPAY, credit or debit receipts in Debtor Electronic Banking will also process any surcharges included in the receipts file. |
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New fields in Reprint Selections area of Debtor Statement Print. |
You can select to reprint statements for all debtors where the debtor or one of the statement recipients are in a tag list.
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New fields in Print Selections window of Debtor Statement Print. |
You can select to:
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New export options in the Debtor Statement Print window. |
You can export debtor statements in SmartaPay format in the Debtor Statement Print window.
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New fields in Debtor tab of Debtor Maintenance. |
You can select the method by which each recipient wants to receive their debtor statements in the Debtor tab of Debtor Maintenance:
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New email settings in Debtor tab of Debtor Maintenance. |
You can select to which email address a debtor's statement notifications are sent, or override with another email address in the Debtor tab of Debtor Maintenance.
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New options when creating student debtors. |
When creating a new debtor for a student, you can select:
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New multiple debtor accounts for separate billing. |
You can create multiple billing accounts for debtors if your organisation requires separate billing.
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New rules for deleting receipts under cash accounting. |
If your organisation uses cash accounting, you cannot delete a receipt if it has been modified outside of Cash Receipts Entry.
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New fields in Cash Receipts Entry. |
You can create cash receipts for bank accounts in a foreign currency in Cash Receipts Entry.
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Last modified: 29/03/2017 12:50:48 PM
This section outlines the changes to the Debtors manual arising from changes made to Synergetic (version 61.00-61.35).
Change |
More information |
See |
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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. |
Debtor Maintenance - Debtor tab Current Student Maintenance - Debtor tab in the Current students manual
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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
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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
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Drop-down lists expanded.
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The drop-down lists now display the full width of options instead of truncating them.
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New fields in Instalments tab of Debtor Maintenance.
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You can now override the default instalment settings per debtor on the Instalments tab of Debtor Maintenance.
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Debtor Maintenance - Instalments tab
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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.
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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.
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Debtor Maintenance - Debtor tab
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Outstanding charges field in Debtor Statement Print. |
You can now reprint a statement displaying only debtors with outstanding charges.
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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
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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.
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Duplicate debtor charge warning |
Synergetic now warns you if you are about to make a duplicate debtor charge in a posting.
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Apply charges to Future Students. |
You can now apply charges to future students who have been allocated a Debtor ID.
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Searching for students or debtors - Debtor Charges Entry
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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. |
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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
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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.
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Course Details Maintenance - Charges tab
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More helpful error message for locked merge files. |
The error message for attempting to import a locked file now has more detail.
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Loading debtor charges merge files
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New field in Enrolment Deposit Definitions window. |
You can now define the Tax Code for the Enrolment Deposit in the Enrolment Deposit Definitions window. |
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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. |
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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.
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Last modified: 29/03/2017 12:50:48 PM
© 2017 Synergetic Management Systems. Published 20 July 2017.
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