ACCOUNT REFERENCE NUMBERS
Our parents gets confused with the account reference number and the enrollment number next to the learner's name and surname on the account. Can you maybe hide the enrollment number on the statement. We have thousands of payments being allocated to the
Offline ability capture creditors invoices and allocate bank statements
Hello Would it at all be possible to create a way that creditors invoices could be captured offline and updated on the cloud once you connect to internet again. Same with allocating payments on bank statement / recons - is there any way this could be
Notes on the accounts
Vertrou dit gaan goed. Is daar enige moontlikheid dat mens die "notas" op n rekening kan koppel aan die rekening nommer ennie die rekeningpligtige? Dit gebeur dat mens helfte van die jaar notas maak op die rekening en dan helfte van die jaar kry ons n
Elektroniese Bestelnommer- Purchase order
Die proses vir betalings by die skool vereis dat daar 'n bestelnommer aan verskaffers gegee moet word. Op die oomblik word bestellings met die hand in 'n bestelboek uitgeskryf en die nommer dan aan verskaffers gegee. Voorstel - Wanneer mens 'n krediteur
Bulk Receipts
Good day Can you please look at creating a way where bulk receipts can be captured or imported. Like for debit orders. The debit order has 100 transactions that need to be captured at one time, per date of debit order. I am think similar to capturing
Budgets export to Excel
Please add option to export budgets report to Excel instead of just PDF / direct print This will be handy for all financial reports accross the system
Contact information on statements
We need to add the email address to the contact details on the statements. We also need space on the statement to add a general message to the parents.
Debtors R0 statements
We have queries from parents and if they are paid up they ask for a R0 balance statement - at this stage D6 doesn't allow us do draw this. This would be really helpful to our debtor staff.
TRAIL BALANCE/Financial statements
At this stage the system on gives the Trail balance in PDF form, I need to use the data in my reporting to my SGB, if in PDF form I have to retype all data and can make mistakes. I need this information in Excel format to manipulate the data. This would
FINANCE - DEBTOR JOURNALS
I want to print more than one journal at a time, by selecting it and then print. It is very time consuming when I have to do 20 or 50 journals and each one needs to be previewed and print separately. It will save me a lot of time to do all 20 journals,
Additional Information on Receipts Report
Is is possible to add a column on the receipts report to indicate to which LG Acc the receipt was posted. For both bank recon and undeposited funds. Thank you
Late Payment penalties on overdue school fee accounts
Good Day It would be great to have an easier way to load late payment penalties on overdue school fee accounts. It is our first month with D6 finance and it is already the bane of my existence. It would be super useful to be able to bring up a report
Finance
Please add and option to print one aged analysis for the school and collectors on one numerical printout. At the moment we have to print 3 different aged analysis because you can't print the school and collectors together on one printout. It would really
Projects -
Is there any chance you can make columns smaller so you don't have to minimise the writing to see the whole line
Budget
Good morning Is it possible to that we can see the line items in the budget and how money is spend within the line items in each budget. At the moment example marketing, there is different line items in the budget, and then marketing has a total for the
Detailed ledger for Debtors
Good morning Please add a report where we can get a detailed ledger for all debtors in one report. I have auditors with me at the moment and they need this report and the only way to get it is by doing a lot of editing and sorting which takes a lot of
Preview statement emails
Good morning Please would you think about adding an option to preview the statement emails before sending...or be able to view the emails once sent. Thank you.
Automatic statement to arrear accounts
It would be great if the system could be set up to automatically send statements when a debtor is in arrears. Say if account is in arrears by 7 days send an automatic statement with a warning message
Bulk Journals
It would be great to be able to do bulk journals not just for creditors side but also when processing exemptions. We do between 100-150 exemption journals this is very time consuming when you need to go into each individual learner, and more so when there
D6 Finance - Bank statements - Salaries
Urgent - When I import the bank statement and then post in Cash book, the salaries reflect in the Cash book. My concern is that the other staff member that does the credit control and posting card payments and have access to Finances can also access and
Journals
Please consider making your journals a one selection process. Where we can process a debtors journal and credit etc. all in one area not in multiple areas.
Money books
Good day A suggestion - not sure how many would use this but for our school would work wonderfully. To create a money book option where teachers can capture on their class lists money (cash) received from a learner with a comment of what it is for - similar
Finance notes
Can we please look at creating finance notes/debtors notes - not open to anyone but debtors/finance on the learner info/billing tab or at least on the learner overview. Viewing and creating notes on this tab - currently creating only under debtors notes
Downloading of application forms for debt collection
I wonder if you can assist: I have created under LEARNER DOCUMENTS a tab where I can download the original application form to our school. I have also created under PARENT DOCUMENTS a tab for the application form (which is required for debt collection).
Flag different payment dates
Hi According to our school's fee policy, fees are due on the 1st and by no later than the 10th. Failing which, a late payment fee is loaded. We do have a few parents with special permission to pay on the 15th, so if I pull a report on the 10th, I need
School Debtor Invoices
Good Day, I have been a long-time user of Pastel. The only issue is that it is not fully integrated with D6, which is why we opted to move to the finance module. We are a relatively small school, 260 learners. But now as I have started with D6 finance,
Other Debtors
There seems to be a lot of functionality issues with the other debtors. I have seen other schools have given ideas similar to mine, three years ago already and still nothing has changed. Please look into the below issues : 1. Subject line is only available
Due Dates for monthly payments, with D6 app reminders
Please could a line be placed next to each billing line, with a due date for each? Eg: Jan Fees - Due Date 31.01.2025 In this way, if this line billing has not been cleared by the due date, a pop up reminder can be on the D6 app screen for the account
Bulk SMS for arrear debtors
Good Day The current SMS system calls in the balance including the current period, even though the Age Analysis selection is for the past period amounts due. This creates confusion of arrears amount. Eg: If Jan arrears is R100, Feb arrears is R100, and
Finance loading not segrigated sufficiently
on the finance it is not possible to effectively split roles as the option to load from the bank cannot be given to a person without giving them tons of extra access. it is a simple fix. just make the button available without the full finance access.
Debtors Search
I would like to have a search option under Debtors, that allows you to search using the Learner's name as an option. all searches uses the Parent code and the parent surname. This poses a challenge when you are trying to link that with a particular learner
Project Report
I would like to have a report per project, that include the balance owing of the learner participating in the project as well as the family code. The current report available just need a few columns added. PROJEK KONTROLE - ALLE TRANSAKSIES VIR PROJEK
Urgent Request for "PROJECT" Field into Sticitt Cashless Report
The Finance Department currently uses the following report: Reports > Cashbook Report > Sticitt Cashless Our auditors have requested that the Finance Department include the existing "Project" field from: Finance > Projects Incorporating this field into
Exemption List
Good day, is there a way to add a family code column to the exemption list under reports?
Change wording on statement
The parents started to use the invoice number (REF) as indicated in the column header as a reference number and says they did not see the Account reference above the parent detail. I just want to find out if it is possible to change the wording REF in
Projekte: Vakgroep
Goeiemore Wou vandag vir verbruikerstudie 'n projek skep vir betaling van Kokshoede en Voorskote Projekte laat sleg toe dat ek leerders, registerklas of graadgroep kies, Kan jul asseblief ook vakgroepe byvoeg
Modification of billing details after invoices have been issued.
Im reaching out to inquire about a potential feature enhancement that would allow us to block the editing of invoices after they have been posted to parents. This feature is crucial for us to maintain the integrity of our financial records and prevent
Projekte - Uitstaande
Kan daar nie dalk 'n opsie geskep word by projekte waar epos of sms gestuur kan word aan ouers om hul in kennis te stel dat fondse nog nie betaal is.
Bestelnommers - Krediteure
Wanneer 'n krediteure faktuur ingevoer word, moet daar plek wees vir die bestelnommer soos goedgekeur deur die Finansiele Komitee.
FLAG Arrears Accoutns
Is there a way that the developers could flag a debtor's account that has not had any credit transactions in say 90 days? List them under Tasks?
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