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Regular Member
 
Group: Forum Members
Last Login: 16/12/2008 11:21:13 PM
Posts: 21,
Visits: 37
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| These days, many transactions occur via internet or other direct electronic means (eg direct debit facility or telephone direct debit/transfers). The payments section has provision for cheque number but nothing to formally recognise an EFT or DD payment. I have put a comment in the "Memo Box" but it would be nice to have to have EFT and Direct Debit payments as pick options (say with Cheque as another option).
Regards, SuperKev
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MySF Administrator
Group: Administrators
Last Login: Today @ 8:08:32 PM
Posts: 293,
Visits: 390
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Hi,
You can edit the list of cash payment and cash receipt types available in the software through the System Setup > Payment and Receipt Types screen. You should not delete the existing types as they are used by the system, but you can add any additional payment/receipt types. The new types will appear in the selection boxes on the Cash Payment and Cash Receipt screens.
Regards,
MySF
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Junior Member
Group: Forum Members
Last Login: 2/12/2008 12:11:50 AM
Posts: 1,
Visits: 17
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| I note a small problem when on the "Record a Payment" screen and after selecting a "Pension" as the "Payment Type". This is the only one of the Payment Types that produces a further drop-down screen providing further options to fill in. Once filled in and clicking on "Save" you are taken not only out of the new drop-down screen but also out of the "Record a Payment" screen regardless of whether or not you had completed filling in all of the information on the original "Record a Payment" screen. If, for example, you have filled in the payment amount and date but inadvertently choose to go next to the "Payment Type" and "Pension" option before filling in the "Memo" or some of the other cells at the bottom half of the "Record a Payment" screen, then bad luck befalls you as saving the Pension option takes you out and completes the transaction with no other apparent way of getting back to insert a memo etc. Saving the "Pension" Payment Type option should preferably only take you back to the original "Record a Payment" screen so that you may complete any other data before finally choosing to saving that screen when you are happy that you have inserted all the data that yopu wish. Is this possible?
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MySF Administrator
Group: Administrators
Last Login: Today @ 8:08:32 PM
Posts: 293,
Visits: 390
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Hi,
This happens for a number of different payment- and receipt-types. The reason for it is that no additional information should be entered into the first screen (other than the memo) because all of the debits and credits are posted from the screen that pops up. Showing the payment / receipt screen after the processing is complete would trigger additional debits and credits to be posted which could cause problems.
Perhaps a better solution would be to add a memo field onto the pension payment popup so that this information can be entered.
Regards,
MySF
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