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Version 71

This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 69-70.01).

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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:

Debtor creation windows
New 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 .

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

Applying interest payments
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.

Electronic banking

Create Automatic E.F.T. Receipt Posting window

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