Add the ability to be able to post cash payments/receipts

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Richard Thorne

11 September 2012 16:02

It would be useful if schemeserve could enable us to post cash receipts/payments for policies transacted.

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10 comments

Adam Bishop 12 September 2012 14:58

HI Richard,

You can record bank payments with SchemeServe via the Money tab when viewing a case, see: http://wiki.schemeserve.com/index.php?title=Accounting_with_SchemeServe

Is your request about designated a specific payment as a 'cash' payment specifically?

Best wishes,

Adam

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Richard Thorne 12 September 2012 15:04

Hi Adam,

We are looking for the ability to allocate cash payments specifically on a case by case basis.

I assume this would work in the same way as recording a bank transfer but for cash instead?

Regards

Richard

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Adam Bishop 12 September 2012 15:20

Yes, I figure we could achieve this in a future version by recording in much the same way as a bank payment or cheque payment but you'd choose 'Record Cash Payment' and enter optionally a 'payer reference' in which you could free type up to a specified number of characters in a format of your choosing. How does that sound?

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Richard Thorne 12 September 2012 15:24

That sounds like what we are looking for.

We would also need the ability to be able to report on these cash payments in order for our accounts team to reconcile.

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Richard Thorne 26 September 2012 13:52

Adam,

Do we have any update of a timescale on this?

We are quite keen on getting this up and running for testing in line with the 'pay now' function we have requested.

Regards

Richard

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Adam Bishop 26 September 2012 13:59

Hi Richard,

Unfortunately I can't give timescales for major SchemeServe releases but I can confirm this is both planned and already in very active development.

Best wishes,

Adam

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Richard Thorne 08 January 2013 15:13

Adam,

Will this be in the next release?

Regards

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Richard Thorne 08 January 2013 15:19

The ability to select this option once the 'pay now' button has been selected would be a benefit to us also

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Adam Bishop 08 January 2013 15:25

Accounting at Agent level is coming in the next release, including posting of Cheque/Bank payments.

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Adam Bishop 22 May 2013 14:49

This feature is now available for all sites.

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