Creditor Direct Deposit Remittance Advice
Create a Creditors Direct Deposit Remittance Advice for faxing or emailing
(1 ratings, average: 5 out of 5)You need to be a registered user to rate this feature.
Loading ...Payroll audit report
It would be helpful to have a payroll audit report to show the differences between the last pay transactions and standard pay for an employee. This would make it easier to check that changes have been applied correctly.
(1 ratings, average: 5 out of 5)You need to be a registered user to rate this feature.
Loading ...Creditor List of Cheques report
It would be helpful to have a Creditor List of Cheques report for a range of batch numbers and cheque numbers. This would enable a final check to be done on the creation of the cheque numbers.
(0 ratings, average: 0 out of 5)You need to be a registered user to rate this feature.
Loading ...Add bsb and account number to creditor invoice format
It would be helpful if the creditor bsb and account number could be added to the reference mode tab in the format CR31001 Creditor Invoice. This would allow users to check these details as they are entering the creditor’s invoice details.
(0 ratings, average: 0 out of 5)You need to be a registered user to rate this feature.
Loading ...Family Debtors management reports
Logged on behalf of Ron Peckitt, Business Manager, Living Waters Lutheran College
I am looking to provide some better debtors management tools rather than manually using the family trial balance to work through. I have tried to either export or use a worksheet view of family debtors but this does not allow me to select only current families or any that have left with a debt. Do you know of any schools that have had good debtors management reports written. I am more keen on the ability to extract the families that we need to see rather 1500 records as per the family trial balance with every family who has ever been at the school even with zero balances. Why doesn’t RM work on developing a variety of tools that can be offered to schools such as this – would seem to make sense to me and very proactive.
(2 ratings, average: 4.5 out of 5)You need to be a registered user to rate this feature.
Loading ...Family Billing and Statements
Enhancements to the family billing process:-
. Allow for family transactions to be held for more than a year
. Facilitate a change in the order of billing processing so that generation is done, statements printed and then end of period done so that each statement opening balance equals the previous statement’s closing balance. More schools are asking for statements to printed out like this. Main problem in currently setting this up is that the final statement is generally provided during fourth term so that the first statement of the following year needs to pick up last year’s transactions following the final statement being produced along with current year transactions.
. Create a Family statement for previous period as a standard format
. Alter the family transaction history display screen and report to only show current (or past) year transactions
. Include voluntary amounts in the annual family statement
. Add fee order field into fees table and use in family statement to order transactions as required.
. Create a subject levy list report as a standard report for checking at billing time.
(1 ratings, average: 3 out of 5)You need to be a registered user to rate this feature.
Loading ...Security Deposits
Create a report listing security deposits held against enrolled and current students - which is then used to validate against the GL account.
(1 ratings, average: 3 out of 5)You need to be a registered user to rate this feature.
Loading ...Batch reversal
It would be helpful if a GL financial batch could be reversed without having to create a standing journals batch. And at the financial end of year, it would be particularly useful to have a process that generates a batch of GL transactions reversing a given batch’s GLPREV transactions.
(1 ratings, average: 5 out of 5)You need to be a registered user to rate this feature.
Loading ...Enabling the running of a task multiple times simultaneously
Tasks traditionally update the database, therefore we are currently unable to run a task multiple times simultaneously.
It would be useful in cases where there is no updating of the database to be able to lift this restriction.
An example would be the printing of reports.
We have a couple of sites that run tasks to print all the relevant Academic Reports for each individual student.
The tasks print the cover sheet and then various outcome reports for one student and then the same for the next student and so on for a select roll group or year level (making manual collation of multiple reports unnecessary).
To workaround the current restriction we have to declare multiple copies of the task in the schema eg Print_Reports1, Print_Reports2 so that the workload of printing the reports for the entire school can be spread across a number of workstations effectively using the same task simultaneously. To obviate the need of having multiple copies of tasks in the schema, it would be good to have the ability to enable tasks to be run multiple times simulataneously.
(2 ratings, average: 2.5 out of 5)You need to be a registered user to rate this feature.
Loading ...Ability to attach PDF documents to student records
To have the ability to attach PDF documents to student records. For instance if a student is on a modified learning program this could be attached to their record/screen so information is easily accessable.
(4 ratings, average: 3.5 out of 5)You need to be a registered user to rate this feature.
Loading ...