Lease payment schedules - Revision history

John.devonshire: /* Adding Lease Payment Schedules */

2018-01-31T15:36:00Z

‎Adding Lease Payment Schedules

John.devonshire at 14:31, 20 September 2014

2014-09-20T14:31:09Z

Show changes

Alex.tso: /* Notes */

2013-08-12T18:00:52Z

‎Notes

Alex.tso: /* Notes */

2013-08-12T17:33:36Z

‎Notes

Administrator at 13:11, 26 July 2013

2013-07-26T13:11:21Z

Administrator at 15:41, 25 July 2013

2013-07-25T15:41:03Z

Administrator: /* Recurrence */

2013-07-11T18:28:47Z

‎Recurrence

Administrator: /* Payments */

2013-07-11T18:28:12Z

‎Payments

Administrator: /* Payment Seummary */

2013-07-11T18:26:15Z

‎Payment Seummary

Administrator: /* Payment Seummary */

2013-07-11T18:25:28Z

‎Payment Seummary

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 You also can identify whether a Lease Payment will only be issued when an Invoice is received from the Payee. Check the box beside Invoice Required to indicate this. NOTE: Any payment with this box checked will not export until the Invoice Received box has been checked and details are entered on the Payment.
 To add Line Items for this Payment Schedule, click the New ([[File:New_add_button.JPG]]) button. The following screen will appear.
 [[File:New_Payment_Line_Item.JPG]]
-From this screen you enter in a description for the Line item, as well as the GL Code to which this line item is assigned. This GL Code will match an identical Code set up in your Accounting Package. You can specify whether the dollar amount is a fixed amount, a percent of a specified amount, or a percent of the subtotal. Depending which of these choices you select, different fields of information will appear for you to fill in. Once you have completed your Line Item information, click OK. You can add additional Line Items as appropriate. You can also identify line items that you do not want to print on the cheque stub, by checking the box "Do not print".
+From this screen you enter in a description for the Line item, as well as the GL Code to which this line item is assigned. This GL Code will match an identical Code set up in your Accounting Package. You can specify whether the dollar amount is a fixed amount, a percent of revenue, a percent of a specified amount, or a percent of the subtotal. Depending which of these choices you select, different fields of information will appear for you to fill in. Once you have completed your Line Item information, click OK. You can add additional Line Items as appropriate. You can also identify line items that you do not want to print on the cheque stub, by checking the box "Do not print".
 [[File:New_Payment_Line_Item_do_not_print.JPG]]

@@ Line 44: / Line 44: @@
 == Notes ==
-For more information on the Notes page, [[Notes|click here]].
+For more information on the Notes page, [[Notes page|click here]].
 == Payment Summary ==

@@ Line 44: / Line 44: @@
 == Notes ==
-The Notes Page allows you to store general notes about the Lease Payment Schedule. This page can be used to enter information concerning the Payment Schedule that is not contained in the data already entered on the Details or Recurrence pages.
+For more information on the Notes page, [[Notes|click here]].
-−
-[[File:New_Lease_Payment_Schedule_Notes.JPG]]
-−
-For information on the buttons that appear at the top of the window, [[Buttons#Lease Payment Schedule|click here]]. For information on the menu items that appear under the Tools menu, [[Buttons#Lease Payment Schedule|click here]].
 == Payment Summary ==

@@ Line 7: / Line 7: @@
 [[File:New_Lease_Payment_Schedule_Details.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Lease Payment Schedule|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Payment Schedule Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 33: / Line 33: @@
 Invoice Required: This check box allows you to identify whether a Lease Payment will only be issued when an invoice is received from the Payee. To identify that the Lease Payment requires an invoice, check the box next to Invoice Required. Any Payment with this box checked will not export until the Invoice Received Box has been checked and the details are entered on the Payment.
-Line Items: This is a listing of items that are included on this Payment Schedule. For information on how to enter line items to a payment schedule, click here.
+Line Items: This is a listing of items that are included on this Payment Schedule. For information on how to enter line items to a payment schedule, [[Bill definition#Details|click here]].
 Payee: This is the person(s) or company that will be paid for this Payment Schedule. You can select the appropriate Payee from the list or add them in by typing the appropriate name in the field.
@@ Line 48: / Line 48: @@
 [[File:New_Lease_Payment_Schedule_Notes.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Lease Payment Schedule|click here]]. For information on the menu items that appear under the Tools menu, [[Buttons#Lease Payment Schedule|click here]].
 == Payment Summary ==
@@ Line 55: / Line 55: @@
 [[File:New_Lease_Payment_Schedule_Payment_Summary.JPG]]
-For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on the buttons that appear at the top of the window, [[Buttons#Lease Payment Schedule|click here]]. For information on the menu items that appear under the Tools menu, [[Buttons#Lease Payment Schedule|click here]].
 == Payments ==
@@ Line 100: / Line 100: @@
 Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.
-For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on the buttons that appear at the top of the window, [[Buttons#Lease Payment Schedule|click here]]. For information on the menu items that appear under the Tools menu, [[Buttons#Lease Payment Schedule|click here]].
 The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, finalized or exported on a certain date, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.
@@ Line 109: / Line 109: @@
 [[File:New_Lease_Payment_Schedule_Recurrence.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Lease Payment Schedule|click here]]. For information on the menu items that appear under the Tools menu, [[Buttons#Lease Payment Schedule|click here]].
 === Fields ===

@@ Line 3: / Line 3: @@
 == Details ==
-The Details Page is where information about the Lease Payment Schedule is displayed. Information on the status of the Lease Payment Schedule, on who the Payee is, and what the line items for this schedule are can be found on this page. You are required to have the Financial Module in order to use this page.
+The Details Page is where information about the Lease Payment Schedule is displayed. Information on the status of the Lease Payment Schedule, on who the Payee is, and what the line items for this schedule are can be found on this page.
 [[File:New_Lease_Payment_Schedule_Details.JPG]]
@@ Line 44: / Line 44: @@
 == Notes ==
-The Notes Page allows you to store general notes about the Lease Payment Schedule. This page can be used to enter information concerning the Payment Schedule that is not contained in the data already entered on the Details or Recurrence pages. You are required to have the Financial Module in order to use this page.
+The Notes Page allows you to store general notes about the Lease Payment Schedule. This page can be used to enter information concerning the Payment Schedule that is not contained in the data already entered on the Details or Recurrence pages.
 [[File:New_Lease_Payment_Schedule_Notes.JPG]]
@@ Line 51: / Line 51: @@
 == Payment Summary ==
-The Payment Summary Page summarizes the various dollar values of all Payments created by the Payment Schedule. From this screen you can see how much money has been Paid, Finalized, Exported, Sent, and the Current Balance Owing. You are required to have the Financial Module in order to use this page.
+The Payment Summary Page summarizes the various dollar values of all Payments created by the Payment Schedule. From this screen you can see how much money has been Paid, Finalized, Exported, Sent, and the Current Balance Owing.
 [[File:New_Lease_Payment_Schedule_Payment_Summary.JPG]]
@@ Line 58: / Line 58: @@
 == Payments ==
-The Payments Page provides a listing of all payments that have been scheduled to be payed for this Lease Payment Schedule. You are required to have the Financial Module in order to use this page.
+The Payments Page provides a listing of all payments that have been scheduled to be payed for this Lease Payment Schedule.
 [[File:New_Lease_Payment_Schedule_Payments.JPG]]
@@ Line 105: / Line 105: @@
 == Recurrence ==
-The Recurrence Page allows you to identify how often and for how long you wish to pay this Schedule. You are required to have the Financial Module in order to use this page.
+The Recurrence Page allows you to identify how often and for how long you wish to pay this Schedule.
 [[File:New_Lease_Payment_Schedule_Recurrence.JPG]]

@@ Line 60: / Line 60: @@
 The Payments Page provides a listing of all payments that have been scheduled to be payed for this Lease Payment Schedule. You are required to have the Financial Module in order to use this page.
+[[File:New_Lease_Payment_Schedule_Payments.JPG]]
 Tool buttons found at the top of the Lease Payment Schedule - Details screen when you are on the Payments Page:
-- Customize Current View allows you to select the columns to display and the order to display them in.
+[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.
-- Order allows you to sort the Payments in the desired order.
+[[File:New_order_button.JPG]]- Order allows you to sort the Payments in the desired order.
-- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.
+[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.
-- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.
+[[File:New_update_button.JPG]]- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.
@@ Line 76: / Line 76: @@
 The functions available through the buttons immediately above the Payments pane are:
-- Delete the highlighted Payment from this Payment Schedule. Highlight the item and click the Delete button.
+[[File:New_delete_button.JPG]]- Delete the highlighted Payment from this Payment Schedule. Highlight the item and click the Delete button.
-- Opens the Payment - Details window to allow you to review or change any information related to the payment.
+[[File:New_properties_button.JPG]]- Opens the Payment - Details window to allow you to review or change any information related to the payment.
 === Right Click ===
 - Right clicking on the list of Payments will display this menu. From here you can change the due date of a payment, the status of a payment as well as any line items by using the Update option, as well as, finalize, un-finalize, and reset the exported status of a payment or group of highlighted payments.
@@ Line 101: / Line 103: @@
 The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, finalized or exported on a certain date, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.
 == Recurrence ==