Versions Compared

Old Version 12

changes.mady.by.user Richard Kennedy

Saved on

compared with

New Version Current

changes.mady.by.user Richard Kennedy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Version 7071.1604

This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 6971.03-7071.0104).

New Frequency field.

You can select a payment frequency (e.g. monthly) using the Frequency field on the Electronic banking window to process debtors with the selected payment frequency.

Image Removed

Electronic banking

Create Automatic E.F.T. Receipt Posting window

Change

More information

See...

Improved matching between community member titles and genders.

Synergetic now detects when there is a possible gender mismatch between the Title and Gender fields on the Create New Debtor - Name window and displays the following window to allow the user to confirm the entered details:

Image Removed

Debtor creation windowsNew encryption functionality for credit card fields.

Credit card details are encrypted when they are entered on the following tabs of Debtor Maintenance:

  • Payment Detail tab of Cash Receipts Entry
  • Manual Payments tab of the Payment Type tab of Debtor Maintenance
  • Automatic Payments tab of the Payment Type tab of Debtor Maintenance.

Once the credit card has been confirmed and encrypted, you can edit the credit card details by clicking Image Removed.

Note: You need to have Update rights to the DEB|DebtorMaint|PaymentType|AutomaticPayments security permission to view the Image Removed button.

Tip: For information about configuring access to credit card details, see Configuring credit card access.

Debtor Cash Receipts Entry - Payment Detail tab

Debtor Maintenance - Payment Type tab - Manual Payments sub-tab

Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab

Debtor interest payments window documented.

You can use the Debtor Interest Payments window to pay interest on all debtor accounts that are in credit (prepaid) for any day in the date range specified.

Image Removed

Applying interest payments
New debtor email merge fields for emails and SMSs.

The following debtor email merge fields have been added to allow you to personalise debtor emails:

  • DebtorIDFull: populates the Debtor ID
  • TotalOwing: total amount owing
  • CurrentBalance current balance including charges the debtor has not been notified about (e.g. upcoming payment plan charges)
  • BPAYReference: BPAYReference number.

Tip: You can quickly create an email or SMS for all debtors by right-clicking the Debtor Selector and selecting Email All Records or SMS All Records. See Sending emails from a grid.

Note: Currently, this functionality does not support sub-ledger accounts for debtors with multiple accounts. That is, sending an email or SMS to the sub-ledger account populates the details of the main debtor account.

Using the Send Email(s) window

Using merge fields in emails and SMS messages