Debtors
We would like to extract a report which shows school fees collected per grade and % difference to the budget cost. The current one is summarized
Finansies - Oorhandigde rekeninge
Ons benodig die opsie om steeds regskostes te kan hef al is die leerder verlaat.
USER RIGHTS FINANCE
Please split the user rights for Debtor invoices, notes, debit orders and banking details: We would like to be able to have people capture notes but not fiddle with the debtors invoicing. Also if you can consider making the bank recon separate as well. Currently only people who have FULL FINANCE access can use the bank recon.
Debtors
I would like to suggest if we can, that because off a school with this size, is our debtors are allot of pages long at the end of the month all the accounts get debited we send out our statements. We would like to request that there can be a system where if you are behind on your school fees for a few months and have not paid by the 7th that there is a place that can automatically identify those parents and that a sms can be sent to them as a reminder. We think this will be beneficial to all school's.
Age Analysis Consolidation
Of main concern is the problem that financial staff members and parents experience with the set-up of Collector accounts on d6. Parents and staff alike find it difficult to understand the separation of accounts. Furthermore, d6 does not assist when it comes to receipting payments to either the current Debtor account, or the Collector account. Therefore, payments are not receipted to the oldest debt in the Collector accounts, instead the payment goes to current debt. This is incorrect. Statements
Calculation of marks on Assessment level, e.g. Oral marks (paper 1 or paper 4 of exams, depending on grade).
For Home Language and First Additional Language, the oral paper of the exam (June and November) is calculated from orals assessed in Terms 1, 2 and 3. As we can't calculate an assessment in d6+, we have manually calculate and enter marks. This can lead
Debiteure state
1. 1. Albei biologiese ouers se inligting moet op die skoolfonds staat verskyn. Ek moet elke keer as ek oorhandig die pdf trek, convert na word en dan per hand die verandering doen. Die howe is baie streng en gooi ons sake uit as die dokumentasie nie reg is nie. Die proses wat ek nou volg is baie tydrowend.
D6 Finances
PLEASE create finance reports as easily as reports/ marks/ SA SAMS exports! I am certain that ALL schools need this! 1. Actual School fees received per month 2. Actual arrear school fees per month 3. Upfront fees paid 4. Bank movements/ bank balances per month 5. Budget vs Actual per month 6. Budget vs actual y.t.d. 7. Discounts granted 8. Exemptions granted 9. Unallocated deposits 10. The trail balance must have the actual fees received; not invoiced amount, as this inflates the TB 11. The TB can
Trial Balance
Please add an opening balance column on the TB. Also, the TB needs to have actual fees receipted/ collected, not total invoiced amount, as this inflates the figures on the income statement!