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Remittance plugin - Activation

Article Index

Page 2 of 6

Activation

Activate the plugin on the Setup ribbon and select Tools -> Plugins-> Financial tools -> Remittance.

The activation screen for the Remittance plugin is launched.

The options are as follows:

  1. Enabled: Select the On radio button option to activate the Remittance plugin.

  2. Popup if there are transactions (tick box): By default this field is not ticked. When you reopen the Set of Books, the Remittance icon (additional icon) will be available on the Action ribbon from which you may launch the Remittance plugin manually. If you select (tick) the Popup if there are transactions tick box, the Remittance plugin will automatically be launched to remind you if reminders needs to be sent.

  3. List button: This will launch the following Remittance screen:

  4. Save button: If you have clicked on the List button, you need to click on the Close (X) icon on the title bar of the above Remittance screen (this screen will be discussed in the next sections). 

  5. Reopen the Set of Books.