Debtor Charges Entry (Next Year Process)

Use the Debtor Charges Entry window to add debtor charges to the selected posting.

To add new debtor charges:

Add or select a debtor charges posting. Either:
• Select an existing posting. See Selecting existing debtor charges postings (Next Year Process).
• Add a new posting. See Adding new debtor charges postings (Next Year Process).
The Debtor Charges Entry window is displayed.
Enter details of the debtor, the fee and the general ledger allocations.
Click
to save the details of the debtor charge.
Note: If you click
a second time, Synergetic warns you that you are about to enter a duplicate of the charge you just created into the posting.
Repeat steps 2 and 3 to add charges for the same or another debtor.
Click Posting Action to perform key actions. See Debtor Charges Entry - Posting Actions (Next Year Process).
Click
when finished.

Debtor Charges Entry window key fields and buttons
Posting Summary Information area fields
This area displays information about the posting that the entry of this charge is contained in.
Fields

Field	Description

Field	Description
Number	Posting number.
Date	Posting date.
Description	Description of the posting. This is optional but is useful when reviewing past postings.
Control Amount	The total amount entered in the posting's transactions must add up to this value. This is optional but is a precautionary measure, as you cannot close off a posting if the sum of transactions does not equal this value.
Transaction Count	Number of transactions being posted.
Amount	Amount of the posting.

Student Debtor area fields
You can either search for the student that this charge is for, or for the debtor to be charged. See Searching for students or debtors - Debtor Charges Entry (Next Year Process).
Fee Details area fields

Field	Description

Field	Description
Repeat Charge	Select to indicate that the same charge will be entered to another debtor or student after the current charge.
Repeat Debtor	Select to indicate that the same debtor will be used for the next charge to be entered after the current charge.
Charge Date	Date recorded against the interest charge transaction, if overdue charges are applicable for the debtor. This field is also used for transaction and statement dates.
Fee Code	Code used to identify the type of fee to be applied. See Maintaining debtor fees in the Debtors manual. Tip: You can search for fee codes by right clicking on the Fee Code field and selecting Find Debtor Fee Code.
Amount	Amount of the charge to be applied. This defaults to the fee code's default amount.
Pay by Instalments	Select this if the charge is to be paid by instalments. Note: The instalment details default to those defined in Debtor Fee Maintenance. See Maintaining debtor fees in the Debtors manual.
Frequency	If Pay by Instalments is selected, select the frequency of instalments. See the luDebtorInstalmentFrequency lookup table in the Finance manual.
Instalments	If Pay by Instalments is selected, select the number of instalments.
Generate First Charge	If Pay by Instalments is selected, select to automatically generate the first instalment charge.
Description	Meaningful description of the charge. Tip: If you have selected Charge Description Only (copies fee desc if not entered) for this Fee Code in the Fee Maintenance window, leave the posting description blank and Synergetic will copy the current Fee Description into the statement description.