You can view all transactions (charges and receipts) posted to the debtor's account on the History tab.
Both charges and receipts made out to the debtor are recorded for future reference.
The History tab has a running Balance column so that you can see what the debtor owed at any point in time.
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To open the History tab:
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Debtor Maintenance - History tab key fields and buttons
Fields
Field | Description |
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Include Zero Receipts | Select to display zero-value receipts. |
Grid area fields
Field | Description |
|---|---|
Date | The date the transaction occurred. |
Fee | The fee code of the transaction. Note: Receipts do not have a fee code. |
Fee Description | The description of the fee code. |
Amount | The amount of the transaction. |
Allocated | The amount already allocated as paid from receipts. |
Balance | Total amount owed by the debtor on the specified date. |
Transaction Description | A description of the transaction. |
Statement | The statement number the transaction belongs to. |
Sale Ref | The reference to the sales transaction (if applicable). |
Student Name | The name of the student relating to the transaction. |
Student ID | The Synergetic ID of the student relating to the transaction. |
Posting | The posting the transaction belongs to. |
Source | The Synergetic program the transaction originated from. |
Seq | A unique identifier for the transaction. |
Buttons
Button | Description | |
|---|---|---|
| Launch into Fee Maintenance for the selected fee. | |
| View the allocation of transactions (charges and receipts) for the selected charge. The Debtor Transaction Allocations window is displayed. | |
| Update the allocations for the selected charge. | |
| View the general ledger allocations for the selected charge. | |
| View the transaction history of the selected debtor in the Transaction History window. |
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