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In v 8.0.98 and above there has been a bit of tweaking of the scripts attached to the buttons on the Tuition tab and the Ensembles tab: "Send ALL CURRENT to Accounts". If a debtor has not been set up for the student (and if user settings are set to use the Debtors and Invoices tables), a message will display and the script will stop.  If a debtor has not been set up for the student (and if your settings are set to use the Debtors and Invoices tables), a message will display and the script will stop.
In v8.0.78 and above the way Ensemble fees are sent to accounts has changed so that the information displayed in Description 1 and Description 2 on the invoice is more in line with the way the information is displayed for Tuition.This is how it previously appeared: Description 1: Concert Band Description 2: Term 2, 2018 This is how it now appears: Description 1: Concert Band - Term 2, 2018 Description 2: <<Fee Type>>, <<No. sessions>> eg. 30 min class, 8 sessions If Ensemble Fee is empty or $0, the fee type will not come across. If the No. Sessions is 1 or empty, the no. sessions will not come across.  In v8.0.76 and above, when emailing invoices, the Subject line now includes the Invoice Ref No. It will display the subject as entered in the setup screen followed by a hyphen, then the word "Ref" then the Invoice or Billing Statement number. eg. Music Department Invoice attached - Ref 1180  In v8.0.76 and above another step has been added to this process so that the debtor details are imported/updated/refreshed from the Students file when you gor to produce your Billing statements.
Access from What Do You Want To Do > Billing > Produce Billing Statements. In v 8.0.76 and above the 'Save as TASS csv' button has been added to the Billing Preview layout (it was already on the Billing Preview layout that conservatoriums use)  In v 8.0 71 and above a portal has been added to the Tuition Form View layout that displays calendar entries and total number of calendar entries for each student.  Also a button has been added to the Accounts Checklist to Enter No. Lessons from Calendar Entries. and the No. Lessons RP field has also been added.  Note: The portal shows ALL calendar entries whether past or future so if you are going to use the Enter No. Sessions button you must remember to archive the students calendar entries at the end of each term before billing for the next term. For information on how to archive calendar entries go to the Music Monitor website User Community > Instruction Manual> Other Files > Calendar & Tasks  In v 8.0.72 and above the Ensemble Status (from the Ensemble Codes file) now visible on the Accounts Checklist layout.  Also a button has been added to the Accounts Checklist layout to Enter No. Sessions from Calendar Entries. If you use this button it will replace the number of sessions with the number of calendar entries for this enrolment.  Note: The portal shows ALL calendar entries whether past or future so if schools are going to use the Enter No. Sessions button they must remember to archive their calendar entries at the end of each term before billing for the next term.
In v 8.0.71 and above a portal has been added to the Ensemble Form View layout. It displays calendar entries and total number of calendar entries for each record.  Also added a button to the Accounts Checklist layout to Enter No. Sessions from Calendar Entries. Note: The portal shows ALL calendar entries whether past or future so if schools are going to use the Enter No. Sessions button they must remember to archive their calendar entries at the end of each term before billing for the next term.  In v8.0.70 and above, on the Conservatorium's Student form view, a couple of new fields to display Billing Estimate for the student and the family have been added.  Shows total of current tuition enrolments, ensemble enrolments, instrument hire less tuition discounts and ensemble discounts.
In v 8.0.70 and above the 'Date Emailed' field on the Invoices List layout now has the heading 'Date Emailed OR Printed'. If a found set of invoices is PRINTED rather than EMAILED, today's date will be inserted in this field.  |
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