Parent-TAGs.md
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@@ -21,7 +21,13 @@ A tip is to run the weekly and fortnightly (frequency filter) groups on the same
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Some examples follow of how the Parent Tag (DD filter) can be used.
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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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+![Invoice Extract](/uploads/InvoiceFilter.png "InvoiceDDFilter")
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+![DD extract Screen](/uploads/DirectDebitFilter.png "DD Extract")
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+![Balance Owing Rpt](/uploads/BalOwing.png "Balance Owing")
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+##Examples
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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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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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@@ -31,10 +37,6 @@ If you just want to exclude a family from the DD run you can untick the DD box,
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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 Owing Rpt](/uploads/BalOwing.png "Balance Owing")
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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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Next run would again be for the Active group.