c31f90d5976375f424ac0aa0d6e4aa188783efe6
Parent-TAGs.md
... | ... | @@ -21,7 +21,13 @@ A tip is to run the weekly and fortnightly (frequency filter) groups on the same |
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22 | 22 | Some examples follow of how the Parent Tag (DD filter) can be used. |
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24 | -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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24 | +![Invoice Extract](/uploads/InvoiceFilter.png "InvoiceDDFilter") |
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25 | +![DD extract Screen](/uploads/DirectDebitFilter.png "DD Extract") |
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26 | +![Balance Owing Rpt](/uploads/BalOwing.png "Balance Owing") |
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27 | + |
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28 | +##Examples |
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29 | + |
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30 | +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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25 | 31 | |
26 | 32 | Many use the filter to identify an Active family vs an InActive family. So you can run Invoices for all families. |
27 | 33 | |
... | ... | @@ -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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32 | 38 | 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. |
33 | 39 | |
34 | -![Invoice Extract](/uploads/InvoiceFilter.png "InvoiceDDFilter") |
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35 | -![DD extract Screen](/uploads/DirectDebitFilter.png "DD Extract") |
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36 | -![Balance Owing Rpt](/uploads/BalOwing.png "Balance Owing") |
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37 | - |
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38 | 40 | 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. |
39 | 41 | |
40 | 42 | Next run would again be for the Active group. |