#20136 Inspection of Outstanding Payments
#20089 Student Accounting Card – Financials
#20117 General Missing of Functions
#19944 Developments in Financial
In “Financial” menu a new option appears, and it’s called “List of Payers” which brings a list of all the registered payers. For each payer, there is info related to:
Also, all this info can be printed, copied and exported in EXCEL/CSV file, and you can manage which columns you want to appear. Available Filters (based on students): “Location” – “Grade”.
#19943 List of Arrangements
Arrangement List: List with all active arrangements in the current period and relevant data. New Option called “Arrangements List” in the “Financial” menu.
#20122 Arrangements – Portal
Doses of Arrangements in Portal can be added/removed. This function is similar to the Manager’s function without the Deposit option.
#20899 Arrangements settings
New setting “Default Payment Type” for new arrangements. This setting can be defined in “Financial Settings” > “General Settings” in “Payment Method” box. Then, on student’s profile, on “Financial” tab when you “Manage” an arrangement, the “Payment Method” will be preselected. This default option helps in transactions (Invoice and Payment, Payment Receipt) so that the preferred method for each customer can be preselected.
#20019 Billing Categories
Improvements in Subject’s form: In Portal, on the subject’s form, in the “Billing & Prices” tab, if: The setting related to a “Pricing Category” (Use Tuition Fees Table) is activated, and there is at least one “Pricing/Billing Category” related to the subject, the “Pricing Category” appears. New setting on Manager called “Default pricing category per student category” that opens a new window with the pricing categories of the student, the default pricing category, and the type (if it’s related to a service/subject).
#19945 SEPA Files Transactions
In this new version, SEPA transactions are available. With SEPA transactions, payment receipts can be exported. First, on student’s form the fields “Bank Account” and “SEPA ID” should be defined. This will be the linked bank account of the student. Then, configuration should be done in the new menu called “Financial Settings” under “Configuration” for Admin, Secretary, and Owner with submenu: