Bulk Recalculation/Adjustment of Scheduled Payments
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Ashleigh Waugh
Xplor automatically recalculates scheduled payments each day to the lowest balance due which is great but there needs to be an option (either as an automatic process or a button to force it) to allow for the deduction of the total account balance.
It is frustrating and time consuming when families pick up extra days, have late fees, excursions and other additional charges and you have to then manually adjust each individual account to ensure these fees are captured in the current week not the next week.
A bulk recalculation or adjustment button would be amazing!
Training Team
Merged in a post:
Scheduled Payments to include Monday's CCS payment
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Tamara Anderson
Payments are scheduled over the weekend however CCS payment is received early Monday morning which means the scheduled payment amount is almost always different to the outstanding balance.
I've been manually updating these on a Monday morning as some are very different in value so atleast the statement we send and the direct debit payment match. However I have just been advised that doing this overrides the auto balance check each morning to drop the balance if customer has made payment or reject if balance less than $2, meaning that it will still draw.
There needs to be a better work around for this. When I asked support, their advice was to check every scheduled payment each day before it approves to send as we have payments coming out on all days as we allow families to choose their day.
Training Team
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This can be done using the 'Generate Multiple Payments' button on the Scheduled Payments screen in Office
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Tamara Anderson
Training Team Can you please explain how that works? If you tick 'All Active Accounts' will it generate payments only in line with the accounts' individual payment schedules (eg/ if a family is on a fortnightly schedule, will it then create one for them only if it is their week per their schedule?) And what about if a family already has a payment scheduled? Will this create a second payment for them for any additional fees above their current scheduled payment? or will it increase their existing scheduled payment to include the higher account value up to the family's capped payment amount?
Training Team
Tamara Anderson: Please check your email!
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Ash V
Yes please!!!