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It is possible to do a bulk import of Client Companies by navigating to Master Data → Client Companies → Import Company Master Data. From here you can download the basic template that will need to be filled out: The empty template will look like this: The fields highlighted in blue will be required to do the import correctly: Company: Company Name . . . Continue reading...
To access the payment schedule navigate to the menu Tax Management → Payment Schedule. Warning. The payment schedule in Fiscal Management, will include incoming payments to be received and outgoing payments to be made, only if they arise from active and passive invoices. So if an entry order, for example, does not . . . Continue reading...
It is possible to view payments that have occurred as a result of an enrollment via Online Form. Navigate to Configuration → Online Form, next to the Form we are interested in click the Show payments received item, the following screen will open: You will be able to view a lot of information including the Payment Method, Code . . . Continue Reading...
It is possible from Financial Management → Lessons to Pay and from Teacher Pay to ignore a payment and, if desired, reinstate a previously ignored one. The procedure to be performed in Lessons to Pay is this: In an as-yet unapproved monthly payment click on Ignore payment of this fee: At this point the . . Continue reading...
To edit an invoice that has already been issued there are two methods, both of which may be useful on different occasions. The first is found in Tax Management → Invoices/Credit Notes click Menu next to the invoice you want to edit and from the drop-down menu select Invoice Details and Payments. From here select the icon . . . Continue reading...
To issue a partial credit note on an invoice, navigate to Tax Management → Invoices/Credit Notes. Then click the "Menu" button on the line of the invoice you wish to partially write off, followed by the "Invoice and Payment Details" option. From the next screen, you will need to navigate down to the "Due Date" section . . . Continue reading...
To change the next invoice number in sequential numbering, or the format, navigate to Tax Management → Tax Settings: Click the orange icon "Manage Billing Sectionals": Click the Edit button (next to the sectional of interest), specifically the one(s) related to Invoices: On the "Next Document Number" line, indicate the number of the . . Continue reading...
To delete a receipt, you must navigate to Tax Management → Receipt List and select the red trash icon. CAUTION: Because of the importance of maintaining the correct numbering of receipts, the system allows you to reuse the number previously assigned to a receipt that has been deleted. If you delete the last receipt, when you . . . Continue reading...
Mass Generation of Tax Receipts To massively generate tax receipts for an arbitrary number of settled payments, navigate to Fiscal Management > Income/Expenses and check the checkbox in the upper left corner above the list of transactions. Below, check the checkboxes for all payments recorded for the . . . Continue reading...
In order to be able to issue tax receipts following the receipt of a payment. you will first need to have previously enabled their issuance from the company's tax settings. Click here to read the article on configuration. There are three ways to proceed with the issuance of a tax receipt. Issuing tax receipts from the section . . . Continue reading...