Parent-TAGs.md
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@@ -19,17 +19,25 @@ The TAG is designed to help, not make you have an admin nightmare. So just be ca
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A tip is to run the weekly and fortnightly (frequency filter) groups on the same day, thereby you still only run everything once.
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-Some services use it to group families for direct debit extracts, combined with the frequency of extraction. Eg. Weekly (frequency) Monday (filter) group.
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+Some examples follow of how the Parent Tag (DD filter) can be used.
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-Most use it to identify an Active family vs an InActive family. Then if something doesn't look right on the review of their DD extract or Invoice extract, before sending the invoices or the DD batch, they exclude that family by labelling their TAG as OnHold. If you just want to exclude a family from the DD run you can untick the DD box, however for invoices you do need to change the TAG.
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+Eg. Some services use it to group families for direct debit extracts, combined with the frequency of extraction. Eg. Weekly (frequency) Monday (filter) group.
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-So if a group of families were OnHold, you could run the DD extract and Invoice statements for the Active group so you don't hold up everyone else whose balance looks OK.
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+Many use the filter to identify an Active family vs an InActive family. So you can run Invoices for all families.
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+And, Then if something doesn't look right on the review of their DD extract or Invoice extract, before sending the invoices or the DD batch, they exclude those families by labelling their TAG as OnHold.
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+If you just want to exclude a family from the DD run you can untick the DD box, however for invoices you do need to change the TAG.
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+If a group of families were OnHold, you could run the DD extract and Invoice statements for the Active group, so you don't hold up everyone else whose balance looks OK.
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![Invoice Extract](/uploads/InvoiceFilter.png "InvoiceDDFilter")
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![DD extract Screen](/uploads/DirectDebitFilter.png "DD Extract")
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-![Balance OwingRpt](/uploads/Balowing.png "Bal Owing")
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+![Balance OwingRpt](/uploads/Balowing.png "BalOwing")
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+Then you can sort out the OnHold group - get support to investigate their balance, etc - and then once solved, you can run Invoices/DD extract for the OnHold group, before returning those families back to the Active group.
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-Then you can sort out the OnHold group - get support to investigate etc - and then once solved, you can run Invoices/DD extract for the OnHold group before returning those families back to the Active group.
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+Next run would again be for the Active group.
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