Accountant
Accountant
Issues with Donams SMS:
Accounting Module
- Have to manually enter data in tables (no upload for CSV available) - in Assign Fees - Asked Donams, they said they won't implement feature, has to be done manually
- No Bulk Import options
- Playing catchup on data from term 1
==we need to test importing old fees template to see if it works. Fee Payments → Import old fees
Temporary Solutions:
Priority:
- Day to day, use donams to fill in data for current days & onwards
- Catchup on data from September onwards (term 2)
- When priority 1 & 2 are done, fill in catchup data for term 1 in Donam.
To Check:
- If data is now not filled in excel anymore, and only on donams - need to make sure they have an export feature to see all this data → for backup purposes, and if transitioning in future to new SMS - ==Fee Payments → Fee Reports → Collection Amount (we need it to show all values of breakdown in fees)
Universal report thing, where we pick certain
What I Might Need:
- The CSV - create a front facing table similar to their view
- It should have the ability to search
- Need screenshot of the table view in accounting module (assign fees)
- Find automation to upload CSV data to fields in donams (will need login to this sms)
==may not need any more with Feed payments → Import old fees feature, need to test it