A300007: SIS Bank Collections

Added the following:

  • General (Tab Page)
    •  Document Total
      • Total Applied (-) – total of all the applied documents from the Applied Document (Tab Page).
      • Advances – any excess payment from the customer

Renamed the following:

  • Applied Document (Tab Page) – renamed from Line Items.

Rearranged the following:

  • Total Paid (+)
  • Total Applied (-)
  • Advances

Interface:

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A300006: SIS Cash Collections

Added the following:

  • General (Tab Page)
    •  Document Total
      • Total Applied (-) – total of all the applied documents from the Applied Document (Tab Page).
      • Advances – any excess payment from the customer

Renamed the following:

  • Applied Document (Tab Page) – renamed from Line Items.

Rearranged the following:

  • Total Paid (+)
  • Total Applied (-)
  • Advances

Interface:

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A300005: SIS Enrollment And Fees Invoice

Added the following:

  • Applied Document (Tab Page) – this feature allows you to apply or offset the current Invoice with any open SIS transactions.
    • Total Applied – total of (Src) Applied
    • Grid
      • Document
      • Currency
      • Notes
      • (OD) Applied
      • (OD) Discount
      • (Src) Applied
      • (Src) Discount
      • (Src) Total
      • Custom Rate?
      • New Rate
      • Eff Date
      • Due Date
      • Disc Date
      • Program

Rearranged the order of the following to add the “Total Applied” field:

  • Fees Summary (Tab Page)
    • Total Tuition
    • Tuition Tax
    • Total Miscellaneous Fees
    • Miscellaneous Fees Tax
    • Invoice Total
    • Total Applied
    • Balance After Apply

Acronyms FYI:

  • OD – Original Document
  • Src – Source Amount or amount in the current documents’ currency

Interface:dns8586bbz_1

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A300022: SIS Movement Sheet

Added the following:

  • Student List (Tab Page)
    • Grid
      • Override? – allows entry of a specific “Eligible To” code other than what was automatically entered (options: yes/no).
      • Eligible To – this is an SIS Course And Fees code that sets the eligibility of a student to the next or specific semester or curriculum.
      • Notes – line item notes.

Note: the “Override?” and “Eligible To” columns are only visible when the General (Tab Page) > Movement Type is either Passed or Graduated.

Interface:

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