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In v 8.0.41 and above text has been added to the Make Payment screen explaining that you can select from dropdown list or enter own text.  In v 8.0.42 and above you can now enter Period names (eg. P1, Recess, P2, etc.) when setting up default times. The Period name will show next to the time in the dropdown list. eg.8:30am P1 9:00am P1 9:30am P2 10:00am P2 10:30am Recess This can be added when setting up default times in room management  Or it can be added in Contacts on the Schedules tab when you click the pencil next to Start time  In v 8.0.42 and above you can now add an attachment when entering information on repairs You can now upload scanned files for each repair (eg. invoice). Click the 'More' button on the Repairs line, then click the 'Attach File' button.  There is a new video on the new way to set up Early Bird discounts and Late Fees when setting up invoices
There is also a video on Entering Scholarship information and billing Scholarships
In v 8.0.40 and above there has been asSlight re-design of Attendance Roll 8. 1. Asterisk at far right of row if student has any text in Special Needs notes in the Students file. 2. Removed the wording for student to sign in box and instead put heading at top - 'Student Signature'. 3. Also tidied up and realigned a few things.  In v 8.0.39 and above, when sending scholarships to accounts a few extra fields have been added to the checklist layout that is seen in the Tuition file. Lesson Type, No. Lessons and Fee are useful when checking whether the calculations are correct for percentage discounts. And the field that shows the number of lessons actually GIVEN in a specific period (if schools are using roll-marking) can also be helpful.  In v 8.0.40 and above the Student data entry layout for conservatoriums has been modified. Can now create a new record for ADULT, CHILD or SCHOOL. (Used to have only two options that said 'SELF' or 'CHILD'.)  Conservatoriums can now set up SCHOOLS as if setting up a student and enter tuition, ensemble, instrument hire details, etc. When the 'SCHOOL' radio button is selected, the screen changes to show different fields, including: ISMP Programs, Lessons, DOE Discount, Travel Fee, Bell Times, Other Information. Fields on the 'Primary Contact Details' tab also display differently, and on the Spare Fields tab, some fields are no longer available (these were used these for 'Bell Times', etc.) Note: If wanting to search by any of these 'school specific' fields, make sure you include 'Enrolment Type = School' in your search, otherwise they will be hidden!   In v 8.0.40 and above when viewing invoices (eg. binoculars on Invoices List screen), the steps that allow user to edit invoice have been disabled. Reduces the number of clicks
In v 8.0.40 and above, when invoices are produced, and if Late Payment or Early Bird dates/amounts are applied, text at the bottom of the invoice will now state the amount of the discount that will be applied. In addition, as not all line items are eligible for the discount, the eligible amounts will appear highlighted.  For Late Fees, it states the amount if it's a fixed amount - otherwise it indicates the percentage. If neither Late Fee or Early Bird Discounts have been entered in the Invoice Set Up, there should be NO text at the bottom of the invoice. After the Early Bird or Late Fees have been applied, this text disappears. A line item is added with the discount or late fee   Note: The Late Fee/Early Bird Amount or Percentage reads from the Invoice Set Up screen. So if for example the percentage is changed on the Invoice Set Up screen AFTER an invoice run is completed, the old invoices will calculate according to the new percentage. If your new invoice doesn't have an early bird or late fee, just remove the early bird/late fee dates and leave the amount or percentage in place.  In v 8.0.40 and above there has been a modification of the calculation that displays 'Total Amount Outstanding for this and all previous invoices' on the INVOICE and 'Current Account Balance including this and all previous invoices' on the RECEIPT. The total displayed now excludes any uninvoiced credits that may have been allocated to that debtor since the invoice was produced (eg. refunding lessons, etc). BUT it INCLUDES any line items with 'Credit' in Category i.e. credit balances carried forward (overpayments). NOTE: If line items are manually created and given a 'Credit' category, these line items will also be included in this total.   |
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