Changes to Payer Name Data Entry

6.0.1611 A change was made to the payment data entry cash collection form PAYER Name.
When creating a new payer for a payment, it is now possible to configure the controller to open the Name and Address form directly. Requires configuration to existing forms

Changes to SY Registry

Distinct separation of CSI Pay and Forte POS parameters in Cash Collection section of SY Registry (OpenForms General Settings form).

• 6.0.1606 CSI Pay / Forte POS parameters, with switch to select POS Provider
• 6.1.1606 CSI Pay / Forte POS parameters, with switch to select POS Provider

General

Cash Collection Module Available on OpenForms

• 6.0.1603 Basic Functionalities are now available
• 6.0.1511 Beta version available

Govern OpenForms

New Govern IDs

• 6.0.1603 Batch_ID was added in the AR Batch No table
• 6.0.1603 CC_ID was added as a Govern ID

Database Changes

• 6.0.1603 Batch_ID (PK) will be added to CC_MASTER and AR_BATCH_NO table
• 6.0.1603 Payer_Name added to CC_MASTER – Verify it was Added to Impact list DB changes

Standard Features

Cash Collection Payer Name

• 6.0.1511 When you enter the name directly on the form, it will be recorded in the new payer field instead of the notes. If an existing name is selected, the Name ID will be recorded.
• 6.0 Proportional Distribution is deprecated
• 6.0 Administrator Log-on

Dynamic Queries

The following system search queries have been added and will be now be distributed when importing the Dynamic Queries.xml file.

• Search Group
  • A/R Payment Data Entry
• Search Styles
  • By Name
  • By SRT Account
  • By Tax Payer Account No.
  • By Name ID
  • By Address
  • By Names Linked to a Parcel ID
  • By Names Linked to a Current Parcel