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Cash Payments - Electronic Funds Transfers Expand / Collapse
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Posted 12/08/2007 7:13:10 PM
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Last Login: 10/08/2017 12:01:11 AM
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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

Post #3482
Posted 12/08/2007 9:13:48 PM


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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
Post #3486
Posted 19/11/2008 2:14:38 AM
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Last Login: 2/12/2008 12:11:50 AM
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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?

Post #4088
Posted 20/11/2008 4:08:05 PM


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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
Post #4089
Posted 10/04/2009 5:03:13 PM
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Last Login: 12/12/2012 12:36:19 AM
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I think this question has been answered incorrectly. Its not the payment type box that the above refers to. a direct debit or internet banking is still an expense or whatever. Its the left hand side box that has 'cheque number'. this should be a pull down box that gives cheque as one option, BPay, online payment , D/D etc as other options.
Post #4230
Posted 13/04/2009 11:22:42 PM


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Hi,

Thank you for clarifying that. This change, while seemingly simple, would actually require that we change the structure of the data that is saved for these transactions. It is not likely that we would make this change for some time yet.

However, what we can do is change the 'Cheque number' name to 'Reference number'. This way users could either enter cheque numbers or bpay reference numbers etc as needed.

Please comment if the above would be a sufficient solution for the time being.

Regards,

MySF
Post #4242
Posted 15/04/2009 5:41:22 AM
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perhaps 'Payment Type and Reference #'
Post #4247
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