Configuring G/L payments in Synergetic

You can configure G/L payments in Synergetic to allow Community Portal users to make one-off payments for items linked to general ledger codes. For example, School uniform.

G/L payments can be made on the Community Portal by clicking a payment option linked to a G/L code on the Payments tab.

To configure G/L payments in Synergetic:

1. Open Synergetic.
2. Select Module > System > Online Payments Maintenance from the main menu.

   The Merchants tab of the Online Payments Maintenance window is displayed.

3. Click the Levels tab. See Online Payments Maintenance - Levels tab.

   The Levels tab of the Online Payments Maintenance window is displayed.

   

4. Select the Other payment category in the Level 1 grid area.

   

5. Click in the Level 2 area.

   A new payment type is added to the Level 2 grid area.

   

6. Type a description for the G/L payment type in the Portal Description field. For example, School uniform.

   Note: This is the description that is displayed for the G/L payment item on the Payments tab of the Community Portal.
   

7. Select an online payment merchant from the Merchant drop-down list.

   

   Note: Synergetic currently only supports NAB Transact as an online payment merchant.

8. Select GL from the Payment Type drop-down list.

   

9. Type a description of the G/L payment type in the Portal Activity Label field. For example, School uniform.
10. Click in the Level 3 area.

    

11. Type a description of the payment option in the Description field. For example, School blazer.
12. Type the cost of the G/L item in the Amount field.
13. Select a G/L code from the GL Code drop-down list.
14. Select the tax code from the Tax Code drop-down list.
15. Select the first day that the G/L payment is displayed on the Community Portal in the Publish From field.
16. Select the last day that the G/L payment is displayed on the Community Portal in the Publish To field.

    Note: You must select Publish From and Publish To dates.

17. Repeat steps 10 through 16 to add additional payment options for the selected payment type.
18. Repeat steps 4 through 17 to configure additional G/L payments.
19. Click .

    

Last modified: 20/02/2017 10:55:32 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.