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Remittance plugin - Configuration and setup

Article Index

Page 4 of 6

Configuration and setup

If the Remittance plugin is not already configured or automatically launched, you may click on the, Remittance icon (additional icon) on the Action ribbon.

The screen consists of four (4) sections as well as the data (columns section)

Selection

  1. Open item since pay date from - Enter or select the date.

  2. With a remittance date from and to - Enter or select the date.

  3. No auto payment - Hide the debtors for which automatic payments have been scheduled.

  4. E-mail filter – If this field is not selected, all debtor accounts (including those without e-mail addresses will be listed. Select (tick) this option to hide debtors without e-mail addresses. If selected, only those Debtors with e-mail addresses entered in the E-mail field of the Debtor accounts screen will be listed.

  5. Refresh button – After selecting these dates, you may click on this button to list only those transactions matching your selection criteria.

Customise -

  1. Adjust remittance date of selection to - Enter or select the date. This will set the date "last reminder" for the selected debtor (or all debtors) to the date selected.
  2. Selection button - If you click on this button, the following confirmation message will be displayed: “This action will adjust the last date remittance at the "selected" debtors! Do you wish to continue?”
  3. All button – If you click on this button, the following confirmation message will be displayed: “This action will adjust the last date remittance at the "ALL VISIBLE" debtors! Do you wish to continue?”

Print -

  1. Print all button – This will print the Remittance (reminder) layout file for all debtor accounts in the list to the default system printer. (...\plug_ins\reports\remittance\layouts).
  2. Print selected button – This will print the Remittance (reminder) layout file for a selected debtor account in the list to the default system printer. (...\plug_ins\reports\remittance\layouts).
  3. Print preview button - This will print the Remittance (reminder) layout file for a selected debtor account in the list in the Reportman preview screen. (...\plug_ins\reports\remittance\layouts).
  4. Edit remittance button - This will open the Remittance (reminder) layout file in the Reportman designer. You may then edit the Remittance. (...\plug_ins\reports\remittance\layouts).
  5. Edit report - This will open the Remittance (listing all debtor accounts) report in the Reportman designer. You may then edit the report. (...\plug_ins\reports\remittance\layouts\list.rep).
  6. Show report - This will print the Remittance (listing all debtor accounts) report for a selected debtor account in the list in the Reportman preview screen. (...\plug_ins\reports\remittance\list.rep).
  7. E-mail selected – This will send the Remittance report as an e-mail attachment for a selected debtor account.
  8. E-mail - This will send the Remittance report as an e-mail attachment for all debtor accounts in the list.

Setup options – This section consists of two (2) tabs (i.e. Layout file and General tabs).

    •  Document layout file – You may select up to 4 remittance (reminder) reports.
    • These reports are stored in the ...\plug_ins\reports\remittance\layouts directory. You may add your own remittance, reminder reports and edit these reports using the Report designer to suit your specific requirements.
    • You may also specify (enter) the number of days for which the reports must be printed.
  • Layout file tab -
  • General tab -
    • Advanced options – This is an advanced search filter in which you may enter extra text to filter the debtors on the list. For example, to list only debtor accounts for a specific postal code, enter “ and SPostalCode = '2222' “. Then click on the Refresh button. This will only list those debtors with postal code “2222” on the list.
    • Update in Multimedia - By default all e-mail will be updated in the Multimedia feature of this plugin. Should you wish to send the reminders via the Print selected or the Print all button, you need to select this option, if you need to archive these documents in the Multimedia component of this Plugin.
    • Default days no remittance - Enter the number of days for processing reminders.