New debtor statement reprint information.

Reprints of debtors' statements now display exactly the same information as the original statement.

Reprinting individual statements

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.

Debtor Cash Receipts Entry - Payment Detail tab

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.

Debtor Maintenance - Receipts tab

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sub-tab of the Statements tab of Debtor Maintenance indicates whether an individual statement for the recipient has been archived.

Debtor Maintenance - Statements tab

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.

Debtor Maintenance - Statements tab

New options when previewing statements in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance.

When clicking to view prior statements, you can:

• hold Ctrl to view the raw report without any PDF templates
• hold Shift to bypass any archived report and force a new report to be generated.

Debtor Maintenance - Statements tab

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

You can click to email archived statements to recipients in the Prior Statements sub-tab of the Statements tab of Debtor Maintenance.

Emailing individual statements

Updated fields in debtor invoices.

Debtor Override Names and Addresses appear on debtor invoices.

Debtor Maintenance - Invoices tab

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.

Debtor Maintenance - Payment Type tab

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.

Searching for fee types

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.

Debtor Cash Receipts Entry - Payment Detail tab

New custom search form in Set Debtor Search Criteria.

You can create custom search forms to search for debtors based on your own criteria.

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.

Debtor Cash Receipts Entry - Fees tab

Updated Audit Print statements for cash accounting.

If your organisation uses cash accounting, Audit Print statements display:

• the fee code in the description
• the general ledger journal entries for all fees paid in this statement.

Cash Receipts Entry - Posting Action

New bank formats available in Debtor Electronic Banking.

You can import EFT, BPAY and credit card receipts in Debtor Electronic Banking.

Electronic banking

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.

Electronic banking

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.

Reprinting statements

New fields in Print Selections window of Debtor Statement Print.

You can select to:

• Print the statements of debtors who want to receive their statements via mail
• Generate and email individual electronic statements to recipients who want to receive their statements via email
• Print invoices.

Debtor Statement Print - Selections window

New export options in the Debtor Statement Print window.

You can export debtor statements in SmartaPay format in the Debtor Statement Print window.

Printing and emailing debtor statements

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:

• Default - use the default notification method
• Print - receive statements via mail
• Email with link - receive emails with a link to download the statement from the community portal
• Email with attachment - receive statements as an email attachment.

Debtor Maintenance - Debtor tab

Debtor Maintenance - Statements tab

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.

Debtor Maintenance - Debtor tab

New options when creating student debtors.

When creating a new debtor for a student, you can select:

• to change the student's debtor to the new debtor
• to create the new debtor without changing the student's debtor.

Debtor creation windows

New multiple debtor accounts for separate billing.

You can create multiple billing accounts for debtors if your organisation requires separate billing.

Creating multiple debtors for separate billing

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.

Cash Receipts Entry - Posting Action

New fields in Cash Receipts Entry.

You can create cash receipts for bank accounts in a foreign currency in Cash Receipts Entry.

Debtor Cash Receipts Entry - Payment Detail tab