Configuring G_L payments in Synergetic

Modified on Sun, 19 Apr at 11:59 PM

You can configure G/L payments in Synergetic to allow Community Portal users to make one-off payments for items linked to general ledger codes. For example, School uniform.

G/L payments can be made on the Community Portal by clicking a payment option linked to a G/L code on the Payments tab.

To configure G/L payments in Synergetic:

Open Synergetic.
Select Module > System > Online Payments Maintenance from the main menu.
The Merchants tab of the Online Payments Maintenance window is displayed.
Click the Levels tab. See Online Payments Maintenance - Levels tab.
The Levels tab of the Online Payments Maintenance window is displayed.
Select the Other payment category in the Level 1 grid area.
Click in the Level 2 area.
A new payment type is added to the Level 2 grid area.
Type a description for the G/L payment type in the Portal Description field. For example, School uniform.

Note: This is the description that is displayed for the G/L payment item on the Payments tab of the Community Portal.
Select an online payment merchant from the Merchant drop-down list.

Note: Synergetic currently only supports NAB Transact as an online payment merchant.
Select GL from the Payment Type drop-down list.
Type a description of the G/L payment type in the Portal Activity Label field. For example, School uniform.
Click in the Level 3 area.
Type a description of the payment option in the Description field. For example, School blazer.
Type the cost of the G/L item in the Amount field.
Select a G/L code from the GL Code drop-down list.
Select the tax code from the Tax Code drop-down list.
Select the first day that the G/L payment is displayed on the Community Portal in the Publish From field.
Select the last day that the G/L payment is displayed on the Community Portal in the Publish To field.

Note: You must select Publish From and Publish To dates.
Repeat steps 10 through 16 to add additional payment options for the selected payment type.
Repeat steps 4 through 17 to configure additional G/L payments.
Click .