Fee Receipt Video

This video demonstrates how to create a fee receipt in TASS.web using the Parent Accounts Receipts program. It covers adding a new receipt, selecting receipt types, searching for parent codes, entering payment details, applying receipts automatically or manually, handling non-fee amounts with GL distribution, and recording donations through the fundraising module. The session concludes with saving the receipt and printing batch reports.

Want to skip ahead? Click here for timestamps.

00:00 - Introduction and logging into TASS.web
00:22 - Navigating to Parent Accounts > Receipting > Receipts
00:29 - Searching for existing receipts and adding a new one
00:41 - Example scenario: Clark family payment
01:00 - Receipt batch and type selection
01:37 - Mandatory parent code and search options
02:19 - Selecting the correct parent record
02:48 - Bank account and payment type details
03:44 - Entering date received and total amount
04:09 - Applying discounts and non-fee amounts
04:36 - Mandatory comment for non-fee amounts
04:52 - Print and auto-apply options explained
05:46 - Manual application when auto-apply is unticked
05:58 - GL Distribution tab for non-fee amounts
06:32 - Adding distribution areas and miscellaneous accounts
06:40 - Building Fund donation setup and adding details
07:10 - Tax calculation and splitting payments
07:32 - Fundraising module integration and donor info
08:14 - Saving details and confirming distribution
08:27 - Address tab for third-party payments
08:47 - Saving receipt and generating receipt number
08:58 - Printing batch reports
09:14 - Session wrap-up and online help references

To start the video, click the ‘Play’ icon.

To enlarge the video, click the ‘Full Screen’ icon, or use Ctrl and + to zoom in, and Ctrl and - to zoom out.

To enable subtitles, click the ‘Closed Captions’ icon and select ‘English’.

To adjust the speed of the video, click the ‘Settings’ icon, then select your preferred ‘Speed’.

Related Resources