Received Bulk Payments - Revision history

Eliza at 03:01, 9 March 2011

2011-03-09T03:01:41Z

Eliza at 04:08, 2 March 2011

2011-03-02T04:08:46Z

Admin: Created page with " More Detail= Accounts Receivable Report Accounts Payable Report Accounts Receivable Notes Bulk Pay Suppliers Credits [[Custome..."

2011-01-18T05:57:39Z

Created page with "<menu name=myMenu align=center> More Detail= Accounts Receivable Report Accounts Payable Report Accounts Receivable Notes Bulk Pay Suppliers Credits [[Custome..."

New page

<menu name=myMenu align=center>
More Detail=
[[Accounts Receivable Report]]
[[Accounts Payable Report]]
[[Accounts Receivable Notes]]
[[Bulk Pay Suppliers]]
[[Credits]]
[[Customer Payment]]
[[Customer Payment List]]
[[Customer Prepayment]]
[[Customer Prepayment List]]
[[Payments Reports]]
[[Print Recipient Created Statement]]
[[Print Statements]]
[[Received Bulk Payments]]
[[Statements List]]
[[Supplier Payment]]
[[Supplier Payment List]]
[[Supplier Prepayment]]
[[Supplier Prepayment List]]
[[Unpaid Bills]]
</menu>
== Overview ==

@@ Line 21: / Line 21: @@
 [[Unpaid Bills]]
 </menu>
-== Overview ==
+== Overview  ==
-The 'Received Bulk Payment' button allows the user to Post Payments received from multiple customers or jobs
+The '[[Received Bulk Payment']] button allows the user to Post Payments received from multiple customers or jobs within the one processing screen by selection. Transactions to be paid can be selected by date range or by ignoring the date range therefore loading all transactions due for payment. You can choose to select individual transactions or use the 'Select All' button to select all transactions within the screen if one payment is to be applied to the selection. You can print out Customer Receipts, and select the Bulk Payments by Department. Customer payments posted can be viewed and maintained with the [[Customer Payment List.]]
 within the one processing screen by selection. Transactions to be paid can be selected by date range or by ignoring
 the date range therefore loading all transactions due for payment. You can choose to select individual transactions or
 use the 'Select All' button to select all transactions within the screen if one payment is to be applied to the selection.
 You can print out Customer Receipts, and select the Bulk Payments by Department. Customer payments posted
 can be viewed and maintained with the Customer Payment List.
-'''How To Add a Received Bulk Payments'''
+'''How To Add a [[Received Bulk Payments]]'''
-*Select the Received Bulk Payments button from within the Payments tab
+*Select the [[Received Bulk Payments]] button from within the Payments tab
 *Filter the transaction list by leaving 'Ignore Date Ranges' ticked or selecting a specific Date Range
 *Select a Department if the Bulk Payment is Department specific, or leave 'All' ticked if you wish to load the list of
-	payments for All Departments.
 *You can also use the standard ERP filtering to select transactions by Customer or Job name etc.
@@ Line 46: / Line 42: @@
 *Over 1-30 Days
 *Over 30 Days
 *Over 60 Days
 *Over 90 Days
 *If the basis chosen is not "Manual" ERP will pre-select transactions up to the value entered from transactions that
-	match the 'Basis of Suggestion', as per below Over 30 Days has been chosen, therefore only the invoices more than
-Days over due have been auto selected.
-*Select the Payment method, e.g. Cheque
+match the 'Basis of Suggestion', as per below Over 30 Days has been chosen, therefore only the invoices more than 30 Days over due have been auto selected.
 *Select the Receive Payment Department
 *Select the 'Apply' button
 *Select whether to print Customer Receipts and/or a Screen Print.
-*As the payment method selected was Cheque, further information is required. After selecting Apply to the Bulk
+Payment, individual payment screens will load per Customer so you can enter the Bank Account Details (if already entered into the Customer Card details will auto load into the Cheque Details screen), and Cheque number.
 Payment, individual payment screens will load per Customer so you can enter the Bank Account Details (if
 already entered into the Customer Card details will auto load into the Cheque Details screen), and Cheque number.

← Older revision		Revision as of 04:08, 2 March 2011
Line 22:		Line 22:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The 'Received Bulk Payment' button allows the user to Post Payments received from multiple customers or jobs
		+	within the one processing screen by selection. Transactions to be paid can be selected by date range or by ignoring
		+	the date range therefore loading all transactions due for payment. You can choose to select individual transactions or
		+	use the 'Select All' button to select all transactions within the screen if one payment is to be applied to the selection.
		+	You can print out Customer Receipts, and select the Bulk Payments by Department. Customer payments posted
		+	can be viewed and maintained with the Customer Payment List.
		+
		+	'''How To Add a Received Bulk Payments'''
		+
		+	*Select the Received Bulk Payments button from within the Payments tab
		+
		+	*Filter the transaction list by leaving 'Ignore Date Ranges' ticked or selecting a specific Date Range
		+	*Select a Department if the Bulk Payment is Department specific, or leave 'All' ticked if you wish to load the list of
		+	payments for All Departments.
		+
		+	*You can also use the standard ERP filtering to select transactions by Customer or Job name etc.
		+
		+	*Enter the amount received and a Basis of Suggestion as per list below:
		+	*All Current
		+	*All Overdue
		+	*Manual
		+	*Over 1-30 Days
		+	*Over 30 Days
		+	*Over 60 Days
		+	*Over 90 Days
		+
		+	*If the basis chosen is not "Manual" ERP will pre-select transactions up to the value entered from transactions that
		+	match the 'Basis of Suggestion', as per below Over 30 Days has been chosen, therefore only the invoices more than
		+	30 Days over due have been auto selected.
		+
		+	*Select the Payment method, e.g. Cheque
		+	*Select the Receive Payment Department
		+
		+	*Select the 'Apply' button
		+	*Select whether to print Customer Receipts and/or a Screen Print.
		+
		+	*As the payment method selected was Cheque, further information is required. After selecting Apply to the Bulk
		+	Payment, individual payment screens will load per Customer so you can enter the Bank Account Details (if
		+	already entered into the Customer Card details will auto load into the Cheque Details screen), and Cheque number.