Sending one category of Debtor Statements only
I know we can separate debtor statements per grouping category, but the statements still go out for all the categories - the statements are just separated per category. Is it not possible to create the option to send out just one category of debtor statements?
TEMPLATES
Can an option be made on D6 where we can send letters that are already saved as templates on the program to parents? e.g. * click on the parent/child's name * click on "send document" * chose which document to send (e.g. acceptance letter, subject choice,
Bank reconciliation
Is it possible to reconcile the bank account several times during the month? I would also like to be able to reconcile the bank account even though all transactions do not reconcile. Let the unreconciled transactions carry over to the next bank recon
Trial Balance in Excel and not PDF
Is there a reason why most reports can be exported into Excel worksheet but not the Trial Balance? I need this a lot but it is very time consuming to retype everything into Excel format. I need this for monthly management reports and the auditors also
Project
You should be able to just print a staff list of paid - there is no option for this
Receipt for Project
When you receipt for a project it gives the Childs name and surname but not class and sometimes teachers just send money down with the Childs first name and class or grade and then have to first look it up before receipting.
Debt Collection
When you pull age analysis, especially if you bill in the beginning of the year for the year you can't see if the client has paid off on the account as amount is sitting in 120 days is the same as the due balance. There should be a column for opening
Debtors
There should be a tab with debtors to see straight away what they owe with receipts without having to pull the statement every time. You have to jump between different tabs to view when they paid and if you want to put a note on the account you have to
Multiple debit orders per family on d6 & StratCol integration
Good day, We have decided to make use of StratCol for the integration benefit as well as cost saving after implementing d6 at the beginning of 2023. But it is problematic that d6 don't allow for multiple banking details on a family for the debit orders
Projects - link registered learners
Good Morning, It would be really helpful if we were able to link registered learners to a project. When they pay a registration fee, a debtor account is created immediately so I'm not sure why they can't be linked to a project when the information is
Finansies
Goeie dag, Ek het 2 versoeke indien dit moontlik kan wees. Ek werk baie met notas op die debiteure. Dit sal regtig van hulp wees as jul 'n opsie kan skep waar 'n mens bv. een bewoording van 'n nota op 200 familiekodes kan laai op een slag. Nou moet dit
Projek per klas of graad
Indien ek 'n klas of graad kies vir die projek, kan die name dan aan die regterkant verskyn sodat ek die 1 of 2 wat nie deelneem nie net kan terugskuif na links asb.
Time for transaction
Good day I have a problem with the time span given when on a transaction for example if I must link the outstanding accounts handed over to a collector on the bank to the deposit. I sometimes have like 40 payments to link and when I get to the end and
Projekte
1. ‘n Opsie om direk van ‘n projek af NET vir die leerders wat nog nie betaal het nie ‘n sms te kan stuur.
Exemption List to include Family Code
Good day, Please could you add the family code to the Exemption list screen - currently only has lurits and ID numbers. Thank you Michelle
Projekte vir personeel
Personeel kan aan 'n projek gekoppel word, maar betaling deur 'n personeellid kan nie teen die personeellid geallokeer word behalwe as dit kontant is nie. Ons moet rekonsiliasies doen op excell/google van die betalings deur die personeellid. Ons wil dieselfde
Changing financial reference on d6 CONNECT app.
On the d6 Connect app the parent see a FIVE digit code next to the child's name. This is the admissions code. Parents now pay fees using that as a reference. Please change that code to the ACCOUNT number (four digit code). The reason is if parents do
Option to change default template (message-body) on debtors statement
Can we please have an option to change the template of the "default message" on the debtor statement. I understand that the body of the email is editable, but I have to add multiple sentences every time I send them out. - alternatively, can the template
Statement
On the statement it should reflect EXEMPTION if the parent gets one and it just shows like a payment. As a DICOUNT should also show on the statment to parents.
Projekte Kanale
Is dit dalk moontlik om die opsie daar te stel dat mens 'n Projek kan laai vir net seuns of net dogters van die skool? Ons het twee keer 'n jaar funksies vir Pa en Seuns en Ma en Dogters - dit sal dit baie vergemaklik as mens 'n kanaal kan skep waaraan
State uitleg
Aangesien ons skool en koshuis verskillende bankrekeningnommers het, verskyn altwee op die staat maar die uitleg is baie verwarrend vir die ouers. Dit gebeur gereeld dat debiteure betalings in die verkeerde rekening betaal. Kan ons state asb verander
Budget vs Actual
I would like to put in the dates for Actual, it is only does it to the date you are pulling or end of the year. I would like to see expense and income at the end of each month.
add template to CREATE Section 41 letters
to be able to create Secton 41 letters (and other debtor letters) directly from the system so that al the relevant information is there, eg, parents names, address, email addresess, amount due. This would be so much easier than having to create excel
Drop Down Menu
Would it be possible to allow us to be able to type in the drop down menu to get to the ledger account quicker. It takes too much time to scroll looking for the ledger account to allocate to
Begroting Skoolfonds
Ek wil graag oor die funksie beskik om ons skoolfonds in spesifieke maande te laai, bv. vanaf Februarie tot November. Tans word dit outomaties vanaf Januarie ingelaai alhoewel die skool nie skoolfonds moet hef in Januarie nie.
Familiekode opsies
Dit sal baie behulpsaam wees as julle die volgende opsie, vir ons by die kommunikasie opsie na ouers toe kan byvoeg: As admin, finansies, invorderaar of onderwysers of een van die bestuurslede, deur middel van die stelsel vir die ouers van huidige leerders
Debtors Notes
It would be incredibly helpful if there was an option to add a debtors note to more than one account at a time. (like in the communication module, where you type one message and then select who it goes to). Type the note and then select the accounts it
Project
Will it be possible to show the amounts paid for projects (any amount) on the customer statement as well.
Automated Debit Order Allocations
Currently d/o allocations via the d6 platform are automated. The money is not necessarily allocated to the oldest outstanding debt. It would be very helpful if this could be changed. ie January fees outstanding, but 01 Feb debit order allocated to Feb.
D6 connect en finansies
Goeie dag Ons het hierdie jaar begin om die D6connect app te gebruik. Die ouers gebruik nou egter die leerder se toelatingsnommer as verwysing by hul betalings. Dit skep probleme aangesien die nommer ook 'n 4 syfer nommer is net soos die famiiekode wat
unlink users in the financial sector
Hi there, Please allow the unlink functionality. As a school, parents opt for monthly, termly / annual fees. I need to be able to unlink existing payment options to change the fee structure accordingly. it is very frustrating that this function has been
SMS Schedule of Debtors
Hi Seems we are unable to edit the SMS list of Debtors outstanding when sending a bulk SMS. Please could you make this list editable. We have Debtors with payment arrangements, or Debit Orders, or in January we will have annual payers who are only required
Accountable person
When will it be possible to select BOTH parents as paying parent as well as OTHER payer to receive communication for learner? We do have learners staying with Grandparents but both biological parents filled in the form, granny is paying school fees and
Account statements
Please could we have an option to pull a 3 month/6 month account statement. If we could select the months we would like refelcted on the statement that would be even better. We can only pull the entire year, which for some families is 5/6 pages, or a
Debiteure opvolgdatum
1. Algemene opvolgdatum insit vir ouers op die debiteurenotas – partymaal het hulle nie ‘n reeling om te betaal nie, maar moet vir jou ‘n dokument indien – nou moet ek ‘n “fake” reeling vir betaling opsit sodat ek nie vergeet om dit op te volg nie.
Debiteure Verslae
Ons het gewonder of julle die verkeie debiteure verslae kan inkorpereer, sodat meer details op al die verlae verskyn. Met ander woorde: Ons skool het min of meer 1900 leerders en dus verskeie invorderingsklerke, asook 'n pre-primêre skool. Elke klerk
Debietorders
Is dit moontlik om 'n "#" of iets soortgelyks (soos wat julle met oorhandigde rekeninge gemaak het met die "$" langs die leerder se rekening) te sit. Ek sal dit graag by die "kommunikasie" module wou hê aangesien ek 'n sms wil stuur vir ouers wat nog nie betaal het nie, maar nie die debietorder ouers wil insluit nie. Op die stadium moet ek elke ouer een vir een gaan kies.
Projekte
Projekte: Kan 'n vandag se datum tot die verslag bygevoeg word, vir rekord doeleindes. bv.: aangeheg miskien onder aan waat geneneer deur d6 of bo by die aanhef.. ek trek gereeld projek verslae vir die rekord doeleindes vir die projek leiers.
Projects - Limit on Ticket Sales
Hi. Is there a way that we can sell tickets for events via a project, with the following allowances: 1. Allow multiple ticket purchases per learner (Purchase per number of tickets, and Not per amount in Rands) 2. Allow a maximum number of ticket sales
Statements
Good day Could I kindly get help on our statements description. It does not show the correct description
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