Month: November 2016

Added the following:

• Applied Document (Tab Page)
  • Auto Add Invoices (Button) – used to auto enter invoices with balances.

Interface:

Added the following:

• Applied Document (Tab Page)
  • Auto Add Advances (Button) – used to auto enter advances with balances.

Interface:

Added the following:

• Applied Document (Tab Page)
  • Auto Add Invoices (Button) – used to auto enter invoices with balances.

Interface:

Printer Dialog:

Added and renamed the following:

• Show Subjects As Fees? – hides the list of subjects, groups the subjects by Tuition Charge and then includes them in the list of fees.
• Show Payment Terms? – renamed from “Show Terms?”

Interface:

 

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:

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:

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:

Added the following:

• Account Settings (Tab Page)
  • A/P Account Set – this will be used for “Payment” type transactions in SIS such as the following:
    • SIS Bank Payments (to be developed)
    • SIS Cash Payments (to be developed)
    • SIS A/P Apply Document (to be developed)

Interface:

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: