Add Recurring Item

 

Select the Grade from the drop down list applicable to this Recurring Item.

 

If applicable to all Grades, select School.

 

Select the Frequency of this Recurring Item from the drop down list.

The Frequency is a Required field ().The user selects the Frequency by Left Clicking on the Drop Down List Box (). When this is done a list of available Frequencies will be displayed. Should the user not Select  a Frequency  and attempts to Save () the information the system will give an indication  () that this is compulsory information.

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Select the Document Type from the drop down list that must be used.

The Document Type  is a Required field ().The user selects the Document Type by Left Clicking on the Drop Down List Box (). When this is done a list of available Document Types will be displayed. Should the user not Select  a  Document Type  and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

Select the applicable Document Type by Left Clicking on it in the list. Should the user want to enter a New Document Type, it is done by Left Clicking on the Add  Button (). When this is done the Add Document Type Page will be displayed (Refer to ).

 

Select the Account from the drop down list that must be debited/credited.

The Account is a Required field ().The user selects the Account by Left Clicking on the Drop Down List Box (). When this is done a list of available  Accounts will be displayed. Should the user not Select  a  Account  and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

Select the applicable Account by Left Clicking on it in the list. Should the user want to enter a New Account, it is done by Left Clicking on the Add  Button (). When this is done the Add Account Page will be displayed (Refer to ).

 

Enter a description for the Recurring Item.

 

The Description is a Required field ().The user is required to Enter a Description for the corresponding new Recurring Item. Should the user not Enter  a Description and attempt to Save () the information the system will give an indication  () that this is compulsory information.

 

Enter the Amount that must be used for this transaction.

 

The Price is a Required field ().The user is required to Enter a Price for the corresponding new Recurring Item. Should the user not Enter  a Price and attempt to Save () the information the system will give an indication  () that this is compulsory information.

 

Select the tick box if this Recurring Item is to Overwrite similar existing transactions.

 

Example:

 

If the Recurring item (as in the screen above) is changed i.e. the amount is changed, then tick the Overwrite Items to replace the existing transactions.

 

Select the tick box to make the Recurring Item is Applicable for ALL Learners as selected in the Grade Field .

 

Note:      To unselect individual Learners, untick the corresponding Applicable tick box of the Recurring Item in the Finance Tab of the Learner's Profile.

 

Refer to Administration>Student Profile>Finance Tab.

 

Select the applicable Business Unit.

 

When all information has been entered the Recurring Item is saved by Left Clicking on the Save Button (). Should the user want to Cancel the Add Action, Left Click on the Cancel Button ().