$Description: C:\Users\Earth\Desktop\istockphoto_3067567-residential-district-neighbour-with-houses-on-street.jpg$

RECEIPTS PROCESSING

ABOUT RECEIPTS PROCESSING

This function specifically supports the following capabilities:

· Allows for the viewing of receipts details based on available search criteria(s)

· Allows for the printing and/or emailing of receipts to residents

· Allows for the batch printing and/or emailing of receipts to residents

· Displays the summary of total receipts collected and total receipts cancelled

HOW TO SEARCH FOR A RECEIPTS RECORD?

1. Click on the FEES function from the JIRAN system main menu.

2. Click on the RECEIPTS link within the FEES function.

3. Once in this function, define the following search criteria to retrieve the fees record (by default the system displays all available record in the system):

SEARCH CRITERIA	DESCRIPTION
Filter	Denotes the free text entry field. Partial search is supported
Year	Denotes the search for the receipts received for the selected year
Receipt Date	Denotes the receipt start and end date to retrieve the desired record
Receipt No	Denotes the receipt number (or range of receipts numbers) to be retrieved
Status: Cancelled Receipts	Check (R) to retrieve receipts that were previously cancelled in the system

4. Click on SEARCH to retrieve the desired records once you have defined the required search criteria.

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Receipts Search.png$

HOW TO CANCEL A RECEIPT?

1. Click on the FEES function from the JIRAN system main menu.

2. Enter the search criteria and retrieve the desired record. The system will retrieve all records by default.

3. Click on the CANCEL RECEIPT link of the receipt record to cancel the receipt.

4. The system will prompt a pop-up screen for you to enter the reason(s) why the receipt is being cancelled.

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Cancel Receipts.png$

5. Verify the details of the receipts being cancelled.

6. Click on CANCEL RECEIPT to cancel the receipt.

7. The status of the cancellation will be prompted on the screen thereon.

HOW TO PRINT (OR PRINT AND EMAIL) A RECEIPT?

1. Click on the FEES function from the JIRAN system main menu.

2. Enter the search criteria and retrieve the desired record. The system will retrieve all records by default.

3. Click on the PRINT or PRINT AND EMAIL link of the receipt record to print (and/or email) the receipt.

4. The system will preview the receipt to be printed (and/or emailed) on the screen.

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Print & Email Receipts.png$

5. The following are the following options available on the print preview screen:

PRINT PREVIEW OPTIONS	DESCRIPTION
	Denotes the search feature to search for details within the print preview record. Enter the search criteria as prompted in the following pop-up screen: $Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Print Preview-Search.png$
	Denotes the option to print the previewed results
	Denotes the option to print the current page of the previewed results
	Denotes the option to go to the very first page of the previewed results (if multiple results are displayed)
	Denotes the option to go to the previous page of the previewed results
	Denotes the option to select the page number from the previewed results to view
	Denotes the option to go to the next page of the previewed results
	Denotes the option to go to the last page of the previewed results (if multiple results are displayed)
	Denotes the option to export the previewed results to a preferred format. Select the preferred format, i.e. PDF, XLS, etc
	Denotes the option to export the previewed results and display the results in a new display window

HOW TO BATCH PRINT (OR BATCH PRINT & EMAIL) A RECEIPT?

1. Click on the FEES function from the JIRAN system main menu.

2. Check (R) the BATCH PRINT & EMAIL option or click on the BATCH PRINT command button to print (and/or email) the receipts in a single batch.

3. This function generates all the receipts to be printed (and/or emailed).

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Receipts-Batch Print and Email.png$

HOW TO REFUND A RECEIPT (FROM THE RECEIPTS SCREEN)?

1. Click on the FEES function from the JIRAN system main menu.

2. Enter the search criteria and retrieve the desired record. The system will retrieve all records by default.

3. Click on the REFUND link of the receipt record to print (and/or email) the receipt or the REFUND link on the RECEIPTS LISTING screen itself.

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Refund on Receipts.png$

4. Enter the following details on the REFUND screen to generate the refund record:

REFUND OPTIONS	DESCRIPTION
Payee Name	Denotes the name of the payee for the refund generated. Typically defaulted to name of the payer of the outstanding fees
Payee Email Address	Denotes the email address of the payee for the refund payment
Payee Contact No	Denotes the contact no of the payee for the refund payment
Remarks	Denotes the additional remarks to be entered for the refund payment
Cancel Reason(s)	Denotes the reason(s) why the refund record is being cancelled
Refund Amount	Denotes the amount being refunded to the payee (in full or in partial)
Refund As Cash	Denotes the refund payment as cash
Refund As Cheque	Denotes the refund payment as cheque. The following information is required to be enter for this refund method: · Cheque Number · Bank for which the refund cheque is being issued · Cheque date
Refund As Voucher	Denotes the refund payment as vouchers. These vouchers can be used by the payee for future settlements of outstanding fees

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Create Refund Record.png$

5. Click on SAVE to generate the refund record.

HOW TO CREATE A REFUND FOR A NEW RESIDENT?

1. Click on the FEES function from the JIRAN system main menu.

2. Enter the search criteria and retrieve the desired record. The system will retrieve all records by default.

3. The registration of the resident will be required if the payment record is not tagged to a resident previously.

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Register Resident for Refund.png$

4. Click on the REFUND link on the RECEIPTS LISTING screen for the record without a registered resident.

5. Enter the following details:

a. Payee Name

b. Payee Email Address

c. Payee Contact No

6. Click on REGISTER NEW RESIDENT HERE to register the resident’s record.

7. Click on YES (system prompt message) and proceed with the registration.

$Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\MAIN FUNCTIONALITIES\Receipts\Register Resident for Refund2.png$

8. Verify the resident’s record to be added.

9. Click on SAVE to create the resident into the MEMBERS & USERS tables.

10. Continue to create the refund record.