Private Funds
Manager
Versions
Our current version is 6.07.00Ap. 6.07.00 was released April 2011.
| Version Number | Date Released | Features |
| 6.07.00 | 1/4/11 | 6.07.00 version - Ap BACS improvements / additions. Ao - Excelled version of Permission slip report corrected; New Bank It sheet for academies; American date issue in +Pay import resolved; Cheque count on paying in; Letters export now gives surname, forename, salutation and amount due, Excel button for DD/SO handling. Ak signature option on invoices; DD/SO works with future dates Ah Parentpay link bug fix Af check future dates on Bank It. 6.07.00 - initial release - Link to Evolve Trip Management; total paid to date figure optional on receipts; Full linking with ParentPay, Parentmail +Pay, sQuid, Wisepay & Payments4Schools; 6 figure cheque numbers. Zero’s are no longer stripped ; BACS link; New reports; f their name); geable and emailable chunks; 5 new authorisation Levels |
| 6.06.00 | 1/4/10 | Tab Colour changes for selected items,Save option,Built in ‘Compact and Repair’ to maintain the integrity of your database, Payment Schedules – for trips with multiple instalments, Additional permission slip types. Addition of ‘Departments’ that are independent of Short Code or Cost Centre, Point Of Sale receipts now specify Cash or Cheque, Lump sum receipts print notes, Cancel Payment , Bulk Student Transfers New reports including Outstanding DD/SO’s ,Day Book Report ,Pupil Trip Summary Report Free School Meals Report for trips. Payment Instalment Cards – Student Date Of Birth on Contact list, Debtors Letters - Option to print an individual letter, Address Labels,Year End purge, Improved invoicing features |
| 6.04.09 | 31/03/08 | Improved receipts screen, Cheque banking printout .Recurring Standing Orders and Direct Debits , Adjustment entry on bank reconciliation,Improved gift aid processing, Improved ParentPay importing, New reports - Report that separates transfers from income and expenditure figures, Audit Trail SEARCH option, Summary report showing all paying slips and totals and all cheques written,Payment cards for one trip – all students or one, Backup to folder of your choice, Audit button,View / amend Students button - shows name, address, class, admission number, parent details etc. Invoicing module |
| 6.04.08 | 02/04/07 | Multi-user separation, ParentPay link, student withdrawl, student transfers, global contribution change, additional gift aid reports, additional student reports. Cost centres, Statement number & reprint, Bank rec search, additional debtor and CC reports, supplier database. |
| 6.04.07 | 20/2/06 |
Gift Aid; Direct Credits Permission Slip Recording Bounced Cheques; Cheque printing; New reports; New Charity Commission reports; Improved SIMS.net link |
| 6.04.05 |
Partial - 31/10/05 General Feb 06 |
As above |
| 6.04.04 | 1/10/05 | Improved SIMS.net link |
| 6.04.03 | 31/3/05 |
Links with SIMS.net
for pupil records Copy to CD and Email data options New reports Charity Commission reports Excel link on all reports |
| 6.04.01C | 24/6/04 |
Database Compacting |
| 6.03.08 | 1/9/03 |
Fully Windows XP and 2000 compatible CFR reporting incorporated SIMS automatic import Fax back & Email registration incorporated Leaver deletion |
| 6.03.01 | 31/1/03 |
Passwords Dates - can enter in DDMMYY format, long dates now fit into all the screen layouts, + and – change all dates. Spelling Corrector for Responsible persons, Students and Suppliers Hover over notes to read in full Refunds added Bank Reconciliation - sort transactions by any field Reports now group into classes. |
| 6.02.00 | 20/3/02 |
New entry screen for Receipts by Student -
don't need to be allocated to trip. Print Transactions button in Receipts so you can print list of entries PRIOR to banking Hunt on short codes throughout Different coloured screens for demonstration data and archived data Improved receipts screen Reports – New reports include list of transactions for each student and each supplier. Save to floppy and restore from floppy option available. |
| 6.01.00 | 30/5/01 | First release of PFM Plus product which adds cash/cheque split and improved functionality. |
| 5.6 | 16/10/02 | Most recent upgrade of entry level PFM product. |
| Previous level 5 versions are no longer supported and should be upgraded ASAP. |