Approved Workman Database 5.9 - User Guide

Payments

Payments

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Payments

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payment The Ledger > Payments tab shows payments for all households in the database.  The payments are shown in three different grids, as described below, to easily analyze data.

Received Payments

The Received tab grid shows all payments that have been received. It defaults to showing only payments received for the Current Club Date.  A different date can be selected or choose to show "All Dates".

To the left of each payment row is a symbol (a plus sign or arrow).  Click this to expand a payment. This shows all the fees to which the payment was applied.  The applied payments are also listed on the Applied tab. If any part of the payment amount has not been applied, it is listed on the Unapplied tab.

MainLedgerPaymentsReceived

Icon

Action

Description

180-paymentDelete

Delete Payment

Removes the selected payment(s). A confirmation is required.

 

Show

Filters the data in the grid based on Club Year and Club Date. The Club Year defaults to the current club year, but can be changed. Select a specific club date within that year or choose to show All Dates.

073-householdLedger

Open Household Ledger

Opens the Household Ledger for the selected member's family to manage fees and payments.

141-reportReceiptReport

Receipts Report

Opens the Receipts Report dialog to set parameters for a report listing payments grouped by Date Received and Type.

031-gridOptions

Grid Tools

Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data.

Icon-Tip

On the Payments grid, group records into meaningful batches that will include item counts and subtotals.  For example, drag the Type column header into the grouping area above the grid to see a count of cash payments, checks, and waived payments.  The grand total of all payments is also listed in the grid footer.

Applied Payments

If a payment, or part of a payment, was applied to a fee, it is listed on the Applied tab.

MainLedgerPaymentsApplied

UnApplied Payments

If a payment, or part of a payment, has not been applied to a fee, it is listed on the Unapplied tab.

MainLedgerPaymentsUnapplied