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The "official" Optigold ISP forum has moved:
Bank deposit report
From: Lin Nah
Date: Wednesday, July 14, 2004
Time: 6:59:59 pm
http://forums.digitalpoint.com/forumdisplay.php?f=29
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Hi all
I am looking into increasing the efficiency in the way we process
payments using optigold. The new way involves using the optigold
Bank Deposit Report for bank deposits.
Currently we have a "waste" in that each cheque payment is entered
twice. Once into Optigold and another time into a spreadsheet. I wish
to eliminate the spreadsheet step. In order to do this, I need to get
the Bank deposit report to the form that satifies the bank's minimum
requirements as well as our accounting/tracking needs.
I have printed the Bank depost report for type = Cheque (or check)
and it appears that regardless of whether I print it portrait or
landscape the cheque number prints over the amount. Only the last
digit of the amount isn't printed over.
I know someone asked this last year but looking at the replies to the
mailing list, it wasn't resolved.
Our cheque number is in the format of xxxxxx-xxxxxx-xxxxxxx-xx
The first lot is the cheque sequence number for that customer, the
second lot is the bank and branch number, the 3rd lot is the account
number and the last lot is the suffix.
Question 1:
So is there any way I can increase the width of the report so it does
print on landscape and gives sufficient spaceto include the entire
cheque number?
Question 2:
Is there any way we can choose the payment type as we go in to
bank deposit report rather than set it as report 1 and 2 and change it
if we need more than two types?
Currently I'll need a report for cheque and cash payments, another
for money order, a third that includes all of our credit cards, possibly
a monthly report that has all payments.
The way I have been doing this is to go into report setup in
Maintences & Preferences Menu | General Preferences | Reports.
I don't really want to have to do this every day and also want more
than two or three people who have access to the "General
Preferences Menu" to have access to it.
Yes I know I can do a Generic Payment report by going to
Payments, "Search Payments", Type = type I want.
At a push I'll use that but it doesn't tell me how many cheques I
have in that report and we'd have to write in our bank account
number etc (whine whine I know...)
Hope someone can help!
Thanks
Lin
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