Before posting, you should review the following:
- "Payments not approved" - In the Notification Box, you should review the payments that were not automatically approved by the system due to late start or discontinued course in the middle of the term.
- If "Fixed discount" is being used, make sure to add these before posting.
- Check lists - "Check student payers" for students under the age of 18 who pay as per payer or instrument rent. As well as the list "Pupil without charge".
- Create automatic reimbursement if you wish to do this on a regular basis. As a minimum, remember to make a refund before posting the final rate of the season, otherwise you must do it manually.
Then you are ready to create your posting file:
- Settings > Draft & postings overview - Create a new draft with optional comment box and correct fiscal year.
- Add Payments to the draft - Find the rate you want to post in the dropdown menu, and then press "Add all in the selected payment rate".
- Alternatively, select the students payments manually from the list, and press . Then press "Add Marked"
- "Back to overview"
You might need to check errors that are registred by the system before posting:
- Post - tap Post, and depending of your payment system setup, files will be ready to be downloaded or emails send off.
- If filebased, save the file to the folder path agreed with the municipality's finance office.
If for some reason you need to Unpost your posting please contact Speedadmin Support team (support@speedware.dk)