Accounts: How To Allocate One Payment to Two Accounts
To allocate one payment to two accounts in SchoolDESX, the payment simply needs to be split. For example, a Student pays to the school $100 for their $50 tuition charge, as well as there spouse' ...
- Accounts: How To Properly Setup Account Payment Options when Using Financial Assistance
When using Financial Assistance in SchoolDESX it is important to make sure that Accounts can not be paid by Funds directly, but only through the Financial Assistance that has been setup by the F ...
- Accounts: How To Use the Purchase Transaction Selection on Service Accounts
Purchase: The Purchase (PUR) Transaction is a combination of the Charge and Payment Transaction Types. When performing the Purchase Transaction, the User is Charging a Service's Account with one o ...
- Accounts: What is the Purpose & Function of the Account Transaction Detail Form?
The Transaction Detail form is, simply put, the place in SchoolDESX where all Service Account transactions are created and completed. These transactions are referred to as the "Charges", "Paymen ...
- Accounts: How To Collect Payments on Student, And Other Service Accounts
As soon as a Student is enrolled into a Class, and if so chosen, their Account has been charged for all items associated with that Class. Of course the next step would be for the Student, or som ...
- Workplace: How To Charge Workplace Accounts for Customized Training (No Student Class Enrollments)
Usually, Users find it much easier to manually charge Workplace Accounts for the proper amount due when offering a Customized Training Class. The reason for this is simply because SchoolDESX doe ...
- Accounts: How To Print Receipts for Payment Transactions on Service Accounts
The Print Receipt option is only available on Direct Payments. If currently performing a Direct Payment:
1. Once the "Save" button has been chosen on a Direct Payment, the Pay ...
- SCO: Z009.0 - Include Account Transfers in Z-Out
Description/Instructions:
Setting this value to TRUE will cause 'Payments from Accounts' amounts to be included (as Other) in the variance calculations.
Type: L
Default Value: F
- Accounts: How To Set up Account Payment Rules
Before beginning to collect a Payment on a Service Account, it is important to specify which methods of Payment may be used on each different Service Account. Under System > Setup > A ...
- Accounts: What is the Difference Between a Refund and a Disbursement?
It certainly would be nice if all Charges to Accounts were correct and accurate at all times and all that was ever needed to do was collect Payments, however this is usually not the case and Acc ...
- SCO: Z010.0 - Account Filter Settings
Description/Instructions: This information is used to set the default settings for the Accounts filter.
Type: L
Default Value: F
- Accounts: Invoice Charge/Payment Dates Reflect the Occurrence Date (NOT the Recorded Date)
Prior to v2.10, the Invoice Charge and Payment dates could not be altered. Each of these dates can now be changed at the Users discretion and both the charges and the payments show the occurrence ...
- SaleDESX: How To Install and Setup the SaleDESX Interface
The SaleDESX: Point of Sale Interface in SchoolDESX is just that; another method for performing a task that can be accomplished using the SchoolDESX software. However, in Salon and Book Store en ...
- SCO: Z003.0 - Allow Any User To Void A Transaction
Description/Instructions:
Set to 'True' if you want any system user with privileges to accounts to be able to void a transaction. Set to 'False' to limited the void to only the user ...
- ClientDESX: How To Complete ClientDESX Appointments
Completing an Appointment in ClientDESX is the process of giving the Student who performed the Appointment, the credit for the work they performed toward the Competency Tasks, and Charging the C ...
- Accounts: How To Disburse an Over-payment on a Service Account
1. From the account with the over-payment, double click on the payment that still has un-allocated monies (this will be any payment that is still in green font). 2. Once the payment's trans ...
- SCO: G001.0 - Make G&S Item Inactive if Quantity is < 1
Description/Instructions:
Set to True will cause the Goods & Services item to become inactive when the on hand quantity goes below 1. Inactive items will not be available when adding ...
- Accounts: How To Modify a Charge Transaction on a Service Account
After a Charge transaction has been saved, the only data field that may be altered in the Date of the transaction. However, if during the Charge transaction's creation, the User may choose to al ...
- Accounts: Cancelling a Class Enrollment Did Not Void the Student’s Account Charges
We have added three new System Configuration Options. The three new SCOs (Z013.0, Z014.0, and Z015.0) all related to how charges are handled for the enrollment status of 'Cancelled", ...
- Financial Assistance: How To Create a Fund Record for Financial Assistance
Through Funds, SchoolDESX deals with a school's need for paying Student Accounts with grant, scholarship, or loan monies offered by different agencies whether national, local, or private. ...