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Private
Funds Manager Support
Supported Version Details |
|
Version Number |
Date Released |
Features |
|
6.05.01 |
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
Attendance Based Contribution
Help/ manuals on screen
Excel link on all reports
New Reports - Cheque list, Contact list for trips, Debtors list Receipts –
9/pg as well as 3 or 1 Attendee list gives totals for head counting
Duplicate cheque number warning Bank Rec in Archive Mode
Delete Leavers
Account Maintenance shows number of students on trips and total amount
received |
|
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. |
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