accounts
We are really struggling with the account format. After every account run we receive MANY phone calls from confused clients about the account they have recieved. Because the account is not necessarily itemised they are not sure what it is for OR/AND because there is NO running balance the statement can look quite messy & confusing.
When looking up a clients account on the computer you need to scroll back to find a zero OPENING/CLOSING balance to try & deceipher the rest from there. In some cases this could be many, many pages back and very time consuming. THIS frustrates BOTH client & staff member as we look like we dont know what we are doing and we cant explain the account to them. So we have to get out a calculator & figure it out THEN phone the client back NOT good practice. IF there was a running tota//balance life would be so much easier. The account page would be easier to read to explain to clients as would the statements that get sent to clients. Every one would be happy.xx
Does anyone else have unhappy clients or staff members in this area? Please help me. Would love to have a running total/balance.
Accounts
Sam, I agree a running balance would make life much easier and the account page much clearer for all staff, especially when trying to explain or work things out with a client.
Re: Accounts
I am pretty certain a running balance can be added to the Statement template very simply. If you a familiar with jasper reports you should be able to make the necessary changes otherwise ask your local implementer for help. Great thing about having a template system that can be readily edited without need to change the program.
Unfortunately to get running balance in Customer ->Account workspace would require development to change the table display. Sure possible but unsure what involved time wise .. Lets see how much user support for idea you get and then can JIRA and get developers to see what can be done ..
Cheers Tony
On 6/07/09 5:07 PM, "Caz" :
> Sam, I agree a running balance would make life much easier and the account > page much clearer for all staff, especially when trying to explain or work > things out with a > client._______________________________________________
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Re: accounts
Running total in the workspace could be handy, I agree.
Perhaps another option would be to have statements include an activity summary since the last non zero balance? This would show invoices and payments as single items and would allow a running total to be calculated from the last time the account was zero. Essentially it would show the same detail as summarised in the account tab. This way the client could see any payments they may have made since they have had an overdue/non zero balance (depending on how practices have set up their overdue time limits). This would involve more then just changing the statement template I suspect as the data it relies on would be different from current.
Another simpler, interim solution to your problem might be to create a customer account activity summary report which could include the following; a) An option to print detail or summary, ie. individual invoice/payment items or just invoice/payment totals. b) The ability to limit the date range. The idea would be to create a report that pulled the above data if a client requested a summary their account activity. The user would need to enter either the customer name or perhaps a customer ID and the date range in question. The data retrieved could be printed and sent to the client. Note this solution would be accessed through reports, not through the customer workspace.
Such a report might take 2 or 3 hours or so to put together for a mug like me.
Cheers, Matt C
On Mon, 6 Jul 2009 05:52:41 +0000 (UTC), mwpaint@bigpond.net.au wrote: > We are really struggling with the account format. After every account run > we receive MANY phone calls from confused clients about the account they > have recieved. Because the account is not necessarily itemised they are > not sure what it is for OR/AND because there is NO running balance the > statement can look quite messy & confusing. > When looking up a clients account on the computer you need to scroll back > to find a zero OPENING/CLOSING balance to try & deceipher the rest from > there. In some cases this could be many, many pages back and very time > consuming. THIS frustrates BOTH client & staff member as we look like we > dont know what we are doing and we cant explain the account to them. So we > have to get out a calculator & figure it out THEN phone the client back NOT > good practice. IF there was a running tota//balance life would be so much > easier. The account page would be easier to read to explain to clients as > would the statements that get sent to clients. Every one would be happy.xx > > Does anyone else have unhappy clients or staff members in this area? Please > help me. Would love to have a running total/balance. > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu >_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Re: accounts
Just for the communities information there is a Customer Reconciliation report in the shared resources area that shows all transactions between two specific dates and gives debit, credit and grand totals. Maybe a good start.
Another report that may be useful is the old style account rendered report. This would show all unpaid or part paid invoices and the amount owing on them and summarise this as a total which would be the same as the current account balance. OpenVPMS does allocate payments against invoices but currently doesn't let you choose which ones to pay with which payment. It just allocates against the oldest at the moment.
Cheers Tony
On 6/07/09 11:04 PM, "Mpcosta@Boroniavet. Au" :
> > Hi everyone, > We haven't had this feedback from clients. We have a fairly large number of > statements go out each month and their first statement contains itemised > detail. > I guess to have statements with items not from within the previous period > means linking payments with specific invoices, which doesn't exist in > OpenVPMS yet. > > Running total in the workspace could be handy, I agree. > > Perhaps another option would be to have statements include an activity > summary since the last non zero balance? This would show invoices and > payments as single items and would allow a running total to be calculated > from the last time the account was zero. Essentially it would show the same > detail as summarised in the account tab. This way the client could see any > payments they may have made since they have had an overdue/non zero balance > (depending on how practices have set up their overdue time limits). > This would involve more then just changing the statement template I suspect > as the data it relies on would be different from current. > > Another simpler, interim solution to your problem might be to create a > customer account activity summary report which could include the following; > a) An option to print detail or summary, ie. individual invoice/payment > items or just invoice/payment totals. > b) The ability to limit the date range. > The idea would be to create a report that pulled the above data if a client > requested a summary their account activity. The user would need to enter > either the customer name or perhaps a customer ID and the date range in > question. The data retrieved could be printed and sent to the client. Note > this solution would be accessed through reports, not through the customer > workspace. > > Such a report might take 2 or 3 hours or so to put together for a mug like > me. > > Cheers, > Matt C > > > On Mon, 6 Jul 2009 05:52:41 +0000 (UTC), mwpaint@bigpond.net.au wrote: >> We are really struggling with the account format. After every account run >> we receive MANY phone calls from confused clients about the account they >> have recieved. Because the account is not necessarily itemised they are >> not sure what it is for OR/AND because there is NO running balance the >> statement can look quite messy & confusing. >> When looking up a clients account on the computer you need to scroll back >> to find a zero OPENING/CLOSING balance to try & deceipher the rest from >> there. In some cases this could be many, many pages back and very time >> consuming. THIS frustrates BOTH client & staff member as we look like we >> dont know what we are doing and we cant explain the account to them. So > we >> have to get out a calculator & figure it out THEN phone the client back > NOT >> good practice. IF there was a running tota//balance life would be so much >> easier. The account page would be easier to read to explain to clients as >> would the statements that get sent to clients. Every one would be > happy.xx >> >> Does anyone else have unhappy clients or staff members in this area? > Please >> help me. Would love to have a running total/balance. >> _______________________________________________ >> OpenVPMS User Mailing List >> users@lists.openvpms.org >> To unsubscribe or change your subscription visit: >> http://lists.openvpms.org/listinfo/users >> Posts from this mailing list can be viewed online and replied to in the >> OpenVPMS User's forum- http://tinyurl.com/openvfu >> > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Accounts
Sandra @ Bellarine
Hi Tony,
I'd like to have a look at the Customer Reconciliation report, I've tried to search for it on the website but can't find it. Can you give me some direction on where to locate it please. I would also like to print off instructions on how to download a new report from the website, I've managed to find instructions on how to install the downloaded reports but not how to download and save them.
Sandra.
Re: Accounts
My apologies. I had created the report for another customer and thought I had added to shared resources area but obviously hadn't. Have done so now and you can find here:
http://www.openvpms.org/customisation/customer-reconciliation-report
To download report template click on attachment link and then right click on attachment and select "Save Link As ..."
Cheers Tony
On 7/07/09 10:38 AM, "Sandra" :
> Sandra @ BellarineHi Tony,
I'd like to have a look at the Customer > Reconciliation report, I've tried to search for it on the website but can't > find it. Can you give me some direction on where to locate it please. I would > also like to print off instructions on how to download a new report from the > website, I've managed to find instructions on how to install the downloaded > reports but not how to download and save > them.Sandra. _______________________________________________
OpenVPMS User > Mailing Listusers@lists.openvpms.org
To unsubscribe or change your > subscription visit:http://lists.openvpms.org/listinfo/users
Posts from this > mailing list can be viewed online and replied to in the OpenVPMS User's forum- > http://tinyurl.com/openvfu_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Accounts
Sandra @ Bellarine
Hi Tony,
I'm not having much luck with the reconcilliation report, at the right click I only had the option to 'save target as' I dind't have the option to 'save link as'. I chose 'save target as' saved in a folder as an XML Document.
I then went to admin-templates-New and created the template, browsed and attached the report. When I try to run the report I get the message "Unsupported document template: Customer Reconciliation Report.xml". Can you tell from this what I'm doing wrong?
Sandra.
Re: Accounts
Should definitely be saved as a .jrxml document. Rename as Customer Reconciliation report.jrxml and then attach to template and try again.
Cheers tony
On 7/07/09 12:57 PM, "Sandra" :
> Sandra @ BellarineHi Tony,
I'm not having much luck with the reconcilliation > report, at the right click I only had the option to 'save target as' I dind't > have the option to 'save link as'. I chose 'save target as' saved in a folder > as an XML Document. I then went to admin-templates-New and created the > template, browsed and attached the report. When I try to run the report I get > the message "Unsupported document template: Customer Reconciliation > Report.xml". Can you tell from this what I'm doing > wrong?Sandra. _______________________________________________
OpenVPMS User > Mailing Listusers@lists.openvpms.org
To unsubscribe or change your > subscription visit:http://lists.openvpms.org/listinfo/users
Posts from this > mailing list can be viewed online and replied to in the OpenVPMS User's forum- > http://tinyurl.com/openvfu_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Re: Accounts
Matt C
On Tue, 07 Jul 2009 14:05:43 +1000, Tony De Keizer
wrote: > Hi Sandra, > > Should definitely be saved as a .jrxml document. Rename as Customer > Reconciliation report.jrxml and then attach to template and try again. > > Cheers > tony > > > On 7/07/09 12:57 PM, "Sandra" : > >> Sandra @ Bellarine > Hi Tony, > I'm not having much luck with the reconcilliation >> report, at the right click I only had the option to 'save target as' I >> dind't >> have the option to 'save link as'. I chose 'save target as' saved in a >> folder >> as an XML Document. > I then went to admin-templates-New and created the >> template, browsed and attached the report. When I try to run the report >> I get >> the message "Unsupported document template: Customer Reconciliation >> Report.xml". Can you tell from this what I'm doing >> wrong? > Sandra. > _______________________________________________ > OpenVPMS User >> Mailing List > users@lists.openvpms.org > To unsubscribe or change your >> subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this >> mailing list can be viewed online and replied to in the OpenVPMS User's >> forum- >> http://tinyurl.com/openvfu > > > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu >_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu
Accounts
Sandra @ Bellarine
Thanks Tony, report now working.
Sandra.
Accounts - more detailed
Hey Sandra,
I was curious if using the customer reconcilation report helped with the issue of clients not seeing enough detail on their statements or not?
Cheers,
Matt C
Accounts
Sandra @ Bellarine
Hi Matt,
I don't do our a/c's so I'm probably not the best person to speak to but I can't imagine it will help our accounts person much as we have lots of queries and she won't want to print and attach the reconciliation report to lots of statements.
It seems that most of the confusion from our clients comes from not having a running balance.
Sandra.