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In v8.1.07 and above if students are linked to more than one debtor, the student name will now display in the Students portal for all linked debtors (the student name previously only displayed for the primary debtor) on teh Debtor's form view If new line items are created in the line items tab, the student name can be selected for the additional debtors.  In v8.1.07 and above an auto-enter button has been added to the Make a payment screen. Click to auto-enter the current amount outstanding for this invoice (saves having to manually type the amount!).  In v8.0.98 and above, on the Notes tab in Debtors, there is a new field - Attachment. You can add, delete and view attachment.  In v8.0.98 and above when you add a line item in Debtors Form View > Line Items tab, and select a student name , it now enters the Student ID as well, so the line item will be linked to the Student record and will be able to be viewed from the Students file > Student Accounts tab.  Line item added for a student in Debtors  Line item now also viewable in Students file on th Accounts tab
In v8.0.79 and above there is a New field: Traffic LIght. It is visible on the Debtors form view layout. Use this traffic light to tag debtors as Green (no problems) Orange (be aware of past payment issues) Red (lots of problems - don't accept enrolments!) The traffic light is manually changed by users with access to this screen. Debtors will default to Green when created. Of course the traffic light should not replace detailed notes that can be entered in the Notes tab. It's just a visual prompt.  In the Students file (Form View - conservatoriums), the traffic light is visible but not editable if the value is orange or red. If the value is green, the traffic light is hidden. The traffic light can be clicked on the Students Form View and it will take the user to the Debtors screen where they can check notes and change the traffic light setting.  |
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