SCHOOL SHOP STOCK
Currently on Pastel we make use of a Stock program where the stock goes off automatically as it is being sold. Can D6+ do this. Thanks
Begroting
Goeie dag Is dit moontlik om wanneer jy die begroting insleutel die rekening waarop jy reeds ingesleutel het, uit die lysie te haal van beskikbare rekeninge. Dan kan jy maklik sien wanneer jy 'n rekening gemis het om op te begroot. Groete Anelda
Tickets Generated on D6
Hi Is there any change you could make the Name of the Ticket Bigger and the amount smaller. It would be nice to see what the Ticket is for.
Ander Debiteure / Vooruitbetaling
Hi, is dit moontlik dat op "ander debiteure" ook 'n opsie geskep kan word vir fondse vooruit ontvang - huidiglik word krediet geallokeer op GL en kan die debiteur nie sy krediet balans op sy rekening sien nie.
Debit order reporting required - Amount captured on billing for debtor orders vs age analysis due
Good day, I please need to have a list of the amounts captured against the months as debit order values on the learner billing information. I need to check that the amounts captured, which will become the submitted debit order, are correct based on their
QR-kode
Ons wil graag ‘n voorstel maak, vir wanneer die stelsel nagegaan word en opgedateer word, of die volgende opsies nie ingesit kan word. * Dat ‘n QR-kode gegenereer kan word wat digitaal beskikbaar kan wees. * Dat ‘n persoon of ons as skool die verwysing
Additional Column information in Exel export of Payments and Receipts per period
Good Day Please could an additional column be included; listing the GL account selected in posting the Receipts / payments, when exporting a set of receipts /payments in a specific period in Excel. Currently the GL account does not reflect. Thanks
STATEMENT BALANCES
I would like to know if it is possible to change the way that the parents see their statement on the D6 App on their phones? If it is possible can we change it so that the parents see the remaining balance for the whole your as they always think the current
Rekeningstate e-pos
Goeie dag, Vertrou dat dit goed gaan. Ons skakel binnekort oor na D6 se finansiële afdeling. Graag wil ek hoor of dit moontlik is om die stelsel so te stel dat albei ouers die rekeningstate kan ontvang. Ons het ouers wat graag albei die state wil ontvang
DEBTOR SMS'S
Good morning I sent a sms for Debt Collecting last week Wednesday. I clicked 60 days and older and used the template message. Within 10 minutes, I had parents phoning and emailing me, shouting and saying that we are HIGHLY unprofessional. I then realized
Capture Notes General
Good day. It would be great if there was a "Notes" tab for example next to the Accountable person tab where you can capture notes. I.e. if you phoned a parent or sent specific correspondence to capture a note for yourself. The challenge will be that it
Afslag op skoolfonds
Ons het maandeliks afslag wat ouers kan kry indien hulle op tyd betaal. Dit sal soveel makliker wees as die afslag direk op die kind se betaling gelink kan word. Nou moet jy in die bank die kind soek betaling match en dan weer op 'n nuwe tab in die kind
Processing dates
Good day It would be great if the system can request a date confirmation before the processing of transactions as it would assist with the avoidance of unnecessary errors. Magda
Other Debtors Analysis
Other debtors - analysis See the following: Finance > reports > Debtor analysis. The option does not exist to analyze 'other debtors' in the same way as school debtors. Can we please have this made available. The normal age analysis report for the other
Debtor Notes - Payment arrangement
Good day It will be very helpful if a payment arrangement note / recurring promise to pay note can be added to the current list of options. It is very time consuming to capture every family's payment promise every month. Kind regards Magda
Begroting per lyn / Budget per item
Ons wil graag die fyner detail van die begroting kan druk, of vir die begrotingshoof toegang kan gee om dit te sien. Daar word byvoorbeeld begroot vir funksies en toerusting, maar al wat die begrotingshoof sien, is die totaal wat begroot is. We want the
Staat vir oorhandigde rekeninge
Is daar manier om die staat vir leerder vir die jaar te druk sonder openingsbalanse. Spesifiek die staat vir die oorhandigde rekeninge. Dit is vir die prokureurs - hulle hanteer elke jaar as aparte geval. Die Landros verstaan nie as daar openingsbalanse
Finansies
Goeie dag Is dit moontlik dat die ontwikkelaar vir ons die opsie kan gee om 'n watermerk "Rekening agterstallig" of "Account overdue" op rekeningstate te kan sit? Om die watermerk te sien sal ouers nog meer motiveer om te betaal, omdat die generasie deesdae
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
USER RIGHTS - CONFIDENTIALITY
We have an administrator that is unable to receipt directly against a project without having access to the full finance function. This is a huge risk with confidential information being readily available. The answer from support that she will be able
Vrystellings/Exemptions
Good day We would like to make a suggestion to the exemptions on D6. * Being able to generate an exemption application form on D6 directly to the parents with account code on and application code on the documents. - see example attached * Being able to
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.
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