Prior to beginning your finance processing it is important to set your Finance Options.
SETTING YOUR FINANCE OPTIONS
1. Navigate to the Administration menu. If you have a wide-screen device this will already be visible on the left-hand side of your screen. If not, click on the Administration menu icon at the top left-hand side of your screen.
2. Under the heading Options select Finance Options
3. Enter the school Bank Account Name.
4. Enter the school Bank Account Number.
5. Enter the school GST Number.
If these fields are left empty, the labels (i.e Bank a/c, Payee Name or GST Number) will not be printed on the statement.
6. The next 4 fields relate to messages to be displayed at the bottom of Receipts and Statements. These apply to printed and viewed documents. e.g ‘Our Preferred Payment Method is online via the CPP Portal’; ‘Payment for Year 6 Camp is required by.......’.
7. Upload an image of your School Stamp and Authorised Signature (usually your Principal). This is recommended if a caregiver is to print their own receipts.
GENERAL SETTINGS
6. The slider Caregivers can view financial statements in Hero app is the master slider for the viewing of financial details. It will override the individual caregiver settings. It may be useful to turn off finance view at the beginning of a year when the bulk of the invoices are created and transactional processing is being updated.
Having this slider turned off also allows you time to have finance access turned on for your individual caregivers before opening it up to all.
7. The slider Caregivers can print their own receipts in Hero app should be turned on when Account Salutations are updated and Authorised Stamp/Signature is uploaded. This allows Caregivers to print receipts.
8. Click Save at the bottom of the screen to save your changes.
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