Re: Changing color for reminder alert
Hi all,
as a fairly recent user of open VPMS, can I ask what everyone is doing about
the accounting issues (assuming we all have the same problem) - currently we
cannot apply account fees to our monthly debtors, nor can we generate an
account age report/statement ( ie 0-30, 30-60, 60-90 etc) such that we can
apply appropriate reminder stickers or notes - does anyone have any suggestions ??
Much appreciated,
Bruce Syme.
So I will extend Jims excellent suggestion.
> What about both alert buttons? Ie. The Customer alert as well. Would it be
possible to have certain colors to be assigned to certain types of alert?
>
> Our accounts manager is keen for different ranks of debt status to be
immediately apparent to staff as they are interacting with the customer, ie.
during appointment making, receipting etc etc
>
> Of course there is no structured transition like with reminders (not due -
in sensitive range - overdue), so it would need to be the ability to assign
alert colors to particular alert types on a user by user basis?
>
> Matt
>
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RE: Changing color for reminder alert
The account fee issue is a application bug that was noted by your practice last month (sorry you were the first live OpenVPMS practice who actually used the accounting fees function). The problem and the reason for it was noted on the JIRA https://openvpms.atlassian.net/browse/OVPMS-747
This has been resolved in the latest 1.2 version which is currently finalising development and going into beta test soon.
Currently OpenVPMS hasn't provided a sample statement template to divide the overdue balance into different periods. The currrent template only displays the overdue amount based on the customers account type payment terms value. I believe this can be readily modified to display the balances as suggested and only requires someone to develop and contribute the new statement template rather than any actual program changes.
The other process that may be of some use is the ability of the Debtors workspace to filter groups of accounts by account type and overdue days. This would allow you to print your statemnets in batches which could then be stickered all together.
The other option is you can nominate an overdue message in each account type which could be printed on the statement template. Again would only require a template change ...
Hope this helps
Cheers Tony
RE: Changing color for reminder alert
thanks for the response - we have tried printing the accounts by batch/date range, but no matter what dates we enter, the report generated always selects all the same customers, so it does not seem to be working - can you check/test/advise me on this one ?
Hi Bruce, > > The account fee issue is a application bug that was noted by your practice > last month (sorry you were the first live OpenVPMS practice who actually > used the accounting fees function). The problem and the reason for it was > noted on the JIRA https://openvpms.atlassian.net/browse/OVPMS-747 > > This has been resolved in the latest 1.2 version which is currently > finalising development and going into beta test soon. > > Currently OpenVPMS hasn't provided a sample statement template to divide the > overdue balance into different periods. The currrent template only displays > the overdue amount based on the customers account type payment terms value. > I believe this can be readily modified to display the balances as suggested > and only requires someone to develop and contribute the new statement > template rather than any actual program changes. > > The other process that may be of some use is the ability of the Debtors > workspace to filter groups of accounts by account type and overdue days. > This would allow you to print your statemnets in batches which could then be > stickered all together. > > The other option is you can nominate an overdue message in each account type > which could be printed on the statement template. Again would only require > a template change ... > > Hope this helps > > Cheers > Tony >RE: Changing color for reminder alert
Make sure you select you statement date (i.e 30th April 2008). In the Balances drop down box select Overdue. In the Overdue from and to boxes enter the day range (counted from the statement date) i.e 30 - 59, 60 - 89, 90 - 999 Click Find
It should only show you those accounts that have overdue balances in the nominated range.
I think the only other issue that may complicate this is if a customer has overdue balances in a number of periods ... they would be printed multipe times. Also I think Boronia guys can give some further insights into this behaviour.
Cheers Tony
Link to comments about Reporting->Debtors
RE: Changing color for reminder alert
Hope all is going well for you... J Just some feedback on your queries below...
The problem with the account fee feature has been resolved in V1.2. This new version is currently in testing and will become available for install during May - you will definitely have this in place for the running of your May EOM.
You can run reports for the various ages of debtors using the overdue date range fields on the debtors report page - however I agree that it would be better if the three ages were defined on the one report. I will pop this up onto the list for you and hopefully we will see it added to a future version. J
Hope this helps...
Gerrie
Gerrie Cooney BSc Business Development Consultant Essentia Consulting
M 0408 811 883 E gerrie@xxxxxxxx.xxx w www.essentia-consulting.com