Search Again: Re: Payments - Searching and import From: Lin Nah Date: Thursday, July 15, 2004 Time: 3:37:14 pm The "official" Optigold ISP forum has moved: http://forums.digitalpoint.com/forumdisplay.php?f=29 ---------------------------------------------------- On 15 Jul 2004 at 9:55, Shawn Hogan wrote: > Lin Nah wrote: > > > 1. Searching for Cheque numbers > > When I search for cheque numbers, we have cheque numbers in the > > format of aaaaaa-bbbbbb-ccccccc-dd > > > > When I do a search on payment history and try to find all cheques > > from "bbbbbb-ccccccc-dd" it won't find anything. I try > > "*bbbbbb-ccccccc-dd" or "*-bbbbbb-ccccccc-dd" or > > "*bbbbbb-ccccccc-dd*" > > > > If I search for aaaaaa* it will find all cheque n umbers beginning > > with it. Just can't find stuff in the middle (or so it seams) > > > > is this just me? > > FileMaker only indexes up to the 21st character per word. So I bet if > you search for *bbbbbb-ccccccc* it would find it. > > > > 2. Importing payments > > I seem to recall a dicussion that implied that payments imported via > > "Maintence & Preferences Menu | Import | Import Payments" doesn't > > close invoices or recalculate balance due. > > > > Is this still happening or does the current OG version allow this > > and more? If it does, will I get a list of payments not imported > > because the login doesn't exist? > > You have the option of sending the imported payments to the payment > queue, which can close invoices if you wish. Which version is this? and how would I set it up? Probably asked before but I couldn't find it. So just point me to the relevant info and I'll try to work it out. > And yes, you can get a list of non-matching payments. Excellent!!! How to import CC and DD declines? One thing I haven't worked out all this time is how to import the CC and DD declines. I have seen the import button in the Post Queued payments option. I have the info all from the batch process and we don't link OG with our CC payment facility. The custom.txt file in the "Bill Customers" function is what I use to feed into the batch process. So If I can need to be able to import the declines and reasons for decline, I'd be in heaven. 8) Well that I assume the import also deletes the payment from the queued payment. Where is the format defined for the import? Many Thanks Lin from the wintery southern hemisphere --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Payments - Searching and import by Lin Nah on Jul 14, 2004 at 8:49:07 pm Re: Payments - Searching and import by Shawn Hogan on Jul 15, 2004 at 9:56:27 am Re: Payments - Searching and import by Lin Nah on Jul 15, 2004 at 3:37:14 pm Re: Payments - Searching and import by Shawn Hogan on Jul 19, 2004 at 3:25:04 pm