Synergetic Financial Configuration - Debtors tab - Page 3 sub-tab

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Former user (Deleted)
Last updated: Sept 10, 2021 by
Richard Kennedy (Unlicensed)
2 min read

Use the Page 3 sub-tab of the Debtors tab to configure the Debtors module, including statement printing and emailing.

 Opening the Page 3 sub-tab

To open the Page 3 sub-tab of the Debtors tab:

  1. Select Module > System > Finance Configuration Maintenance from the main menu.
    The General tab of the Synergetic Financial Configuration window is displayed.
  2. Click the Debtors tab.
    The Debtors tab of the Synergetic Financial Configuration window is displayed.
  3. Click the Page 3 sub-tab.
    The Page 3 sub-tab of the Synergetic Financial Configuration window is displayed.


Synergetic Financial Configuration - Debtors tab - Page 3 key fields and buttons
Fields

Field

Description

Statement Report Suffix

Enter the suffix of the customised statement Crystal Report in this field.

The default statement is DebSt but there are several other variations in the reports directory that you can base your customised version on.

The customised report is saved in the Reports\Site directory with the name in the following format:

  • DebSt prefix
  • unique suffix.

For example, if you or Synergetic Management Systems created the DebStPP.rpt then you need to enter PP into this field.

Statement Archive Path

Specify the path to archive statements to.

It is recommended that you specify the Statement Archive Path using a UNC format. That is, using the following convention minimises problems:
\\Server\Directory
where:

  • Server is the server name using a Universal Naming Convention
  • \Directory is the directory path on the specified server.

Enable storing of individual debtor statements

Select this to archive individual debtor statements in the database so they can be sent to debtors as email attachments.

Note: The debtor statement Crystal Report must contain the HiddenDelimiter field in the Group 5a header; otherwise you are not able to store or email statements.

Default Notify Method

Select the method that debtors are notified by if they have not chosen a specific method.

Message Type

Send the emailed debtor statements in

  • Plain Text
  • HTML raw (including tags).

Email From Name

Name that appears as the sender.

Email From Address

Address that the debtor statements are sent from.

Email Subject

Subject line of the debtor statements.

Blind Carbon Copy

Type in any email addresses to send a blind carbon copy of the debtor statements to.

Email Body

Body of the debtor statement email.

Buttons

Button

Description

Browse for the directory.

When you locate and select the directory, the Statement Archive Path field is updated.

You may need to edit the path to a UNC format, so that a file server is specified. This allows other people to access the directory.