This will allow you to create a new Email or SMS without having to set it up from scratch.
How do I view all the history of communication previously sent out?
To view communication that has been previously sent out, navigate to Reports and select Actions. Use the filters on the left to view only certain follow-up reminders that were sent.
Can I download the Letter of Demand and Section 41 Registered Letter of Demand once it has been sent?
Yes, you can download these documents as a PDF at any time.
Please note that when the document is downloaded, it will reflect today’s date and the current outstanding balance on the account, rather than the date and balances that appeared when the communication was originally sent.
For record-keeping purposes, it is therefore recommended that you download the Letter of Demand or Section 41 Registered Letter of Demand on the same day the communication is sent, so that the document reflects the date and balances at that time.
This functionality is currently under review and may be improved in future updates to Fease.
Where do I find an Account Report?
To find the Account Report, navigate to:
1. Debtors and click on accounts.
2. Select the specific debtor by clicking on their name.
3. Click on Download.
4. Select Account Report to download it to PDF.
How do I remove a user?
Currently, there is no option to delete an existing user on Fease. To remove the user, the existing user will need to be Archived.
This can be done by following these steps:
1. Navigate to Configuration.
2. Click on System Users.
3. Click on the block next to the users name on the left.
4. Proceed to click on Actions in the top middle of the page.
5. Select Archive
This will cause the user to be Archived and allow for another user to be added.
How do I preview a statement?
To preview a statement, navigate to:
1. Debtors and click on Accounts.
2. Select the specific debtor by clicking on their name.
3. Click on Preview Statement.
How do I change my School Details on Fease?
This change cannot be made on Fease directly but will instead have to be completed on d6.
1. Log into d6
2. Select My School
3. Select General
4. Select School Setup
5. Change the information needed
6. Click on Save
Once this is completed, log back into Fease and click on the Sync Now button for the latest information to be synchronized to the Fease system.
How do I mark a Promise to Pay as Completed on Fease?
This function cannot be done on Fease and will have to be completed on d6. To do this:
1. Log into d6
2. Select Finance
3. Under the Debtors section, click on Capture Debtor Notes & Arrangements
4. By Select Notes, choose Promise to Pay
5. Click on the Edit button on the specific account and Continue
6. Indicate underneath Adhered to? if the promise to pay has been Completed, Partially Completed or Not Completed
7. Click on Continue and Save.
Once done, navigate to Fease and click on the Sync Now button for the information to be updated.