A410000: MCBS DayEnd Status Of Documents (NEW)

Description:

This program is used to print reports about the DayEnd Status Of MCBS Documents.

Located At:

Main > Analysis Reports > Mailer, Courier, And Billing System > DayEnd > MCBS DayEnd Status Of Documents

Initial Print Parameters:

  • From Doc Date
  • To Doc Date
  • From Branch
  • To Branch
  • Show Documents That Are:
    • Options
      • w/ DayEnd
      • w/ Reversal
      • Open Only

Initial Reports:

  • MCBS DayEnd Status For Billing
  • MCBS DayEnd Status For Cash Collections
  • MCBS DayEnd Status For Bank Collections

Example:

A310000: SIS DayEnd Status Of Documents (NEW)

Description:

This program is used to print reports about the DayEnd Status Of SIS Documents.

Located At:

Main > Analysis Reports > School Information System> DayEnd > SIS DayEnd Status Of Documents

Initial Print Parameters:

  • From Doc Date
  • To Doc Date
  • From School
  • To School
  • Show Documents That Are:
    • Options
      • w/ DayEnd
      • w/ Reversal
      • Open Only

Initial Reports:

  • SIS DayEnd Status For Enrollment And Fees
  • SIS DayEnd Status For Cash Collections
  • SIS DayEnd Status For Bank Collections

Example:

GENERAL: Control Bar Maximize And Minimize

This feature allows you to either maximize or minimize the control bar. The control bar is located at the top right corner of any iKonomikal Program with buttons such as NEW, SAVE, CANCEL, PRINT, SEARCH, MOVE NEXT, MOVE PREVIOUS, and ETC.

  • The “Control Bar” (the one with the red box)

  • The “Control Bar in Maximized Mode”

  • The “Control Bar in Minimized Mode”

  • The “Control Bar Maximized in Responsive Mode”

  • The “Control Bar Minimized in Responsive Mode”

GENERAL: New DayEnd Range Filter

Previously there was no other way to filter a range of documents to be included in the DayEnd Que. Users ended up doing DayEnd on all open documents. In this update, users will be able to select a single or a range of documents based on the following:

DayEnd Range Filter

  • Filter Document? – if checked, allows filtering by the “From And To” Document Range.
  • Document Code – the “From And To” Document Range.
  • Filter Date? – if checked, allows filtering by the “From And To” Document Date.
  • Document Date – the “From And To” Document Date.
  • Filter Branch? – if checked, allows filtering by the “From And To” Branch.
  • Branch – the “From And To” Branch Range.

Interface:

 

GENERAL: Community Portal Online Payments (NEW)

Previously there was no way for iKonomikal transactions to be paid instantly because of the lack of online payment features. In this update, any community portal program that are by design a receivable type of document will now be able to access the Online Payment processors such as Visa, Mastercard, Paypal via 2checkout (and more will follow in the near future).

Example: SIS Online Admission

Step 1: Click “PAY ADMISSION FEE” (the button label is different for every community portal program)

 

Step 2: Click “Yes”

 

Step 3: Click “CLICK HERE TO PAY NOW”

Note: The processing fees can be customized on the Processor Charges (Tab Page) of any payment processor masterfile.

Warning: To prevent payment activation failures, DO NOT attempt to save or delete the document while on payment processing.

 

Step 4: A redirect page to your payment processor opens and does a 3 second count down.

 

Step 5: Enter your Billing Information and proceed with the payment.

 

Step 6: Click “Close” and then go back to the previous window

 

Step 7: Click “CLICK HERE TO GO BACK”

 

Step 8: You’re Paid

PP00001: Portal Activation

Added the following:

  • General (Tab Page)
    • For Private Portal
      • Payment Processor Type – selection for processor types such as 2checkout and other processors in the near future. (Options: none, and 2checkout).
      • Payment Processor ID – selection for payment processor ID to be used.
    • For Public Portal
      • Payment Processor Type – selection for processor types such as 2checkout and other processors in the near future. (Options: none, and 2checkout).
      • Payment Processor ID – selection for payment processor ID to be used.

Interface:

PP00004: 2checkout Processor

Description:

This program allows for creation of multiple custom 2checkout merchant accounts to be used for payment processing in Community Portal payment transactions.

Located At:

Main > Core Business > Private And Public Portals > Payment Processors > 2checkout Processor

Initial Tabs, Fields, And Columns:

  • General (Tab Page)
    • Code
    • Description
    • For Branch
    • Merchant API Settings
      • Merchant ID – the merchant ID of your 2checkout account.
      • Secret Word – the secret word of your 2checkout account.
    • Auto Create Document Settings
      • Use this [LABEL] for header ‘Descriptions’ and ‘Notes’ – this is used to auto fill any fields such as ‘Descriptions’ or ‘Notes’ on auto created documents from the BackOffice ERP.
      • Use this [MERCHANT DETAIL] after the header label – this is used to auto fill any fields such as ‘Descriptions’ or ‘Notes’ on auto created documents from the BackOffice ERP. (Options: Sales #, Invoice #, Internal Pay ID).

  • Processor Charges (Tab Page) – the system detects the currency of the portal transaction and then applies the correct charges on top of its base amount.
    • Grid:
      • Currency – per document currency.
      • Percentage (0-100%) – percentage charge.
      • Fixed – fixed charge.
      • Currency Map (Optional) – used as the equivalent currency of the payment processor. For example, your company uses the currency code ‘SAR’ but the payment processor uses the currency code ‘S.R.’. If this is not correctly set and not supported, your checkout page will return an error.