Arise Software Ltd

Support and Help Docs

1. November 2018 11:32
by Admin
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Excel Bank Accounts Numbers

1. November 2018 11:32 by Admin | 0 Comments

Excel will remove zeros at the beginning of bank accounts, when opening a CSV file. If opening the file in notepad, it can be seen the bank # are intact. Best attempt to get it opening in Excel as follows:

Open file in notepad, click Edit then Replace

Find ,”0 (that is comma | double quote | zero) and replace with ,””0 (that is comma | double quote | double quote | zero)

Open file in Excel and select the bank account column by clicking on the column header to select the entire column

Right click, select Format Cells

Select Custom, then Type to be 0, click OK

It will not be perfect but at least the full account number can be seen.

30. October 2018 11:38
by Admin
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Cannot open payment system

30. October 2018 11:38 by Admin | 0 Comments

If you can an error message saying the date is in the incorrect format, or similar, when attempting to open the payment systems, please try the following:

Go here:

Click Statement

Update both dates to today's date using [*] buttons, ensuring to press the Tab key after each change

Retry the payment screen.

 

 

17. October 2018 11:56
by Admin
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Custom Statement

17. October 2018 11:56 by Admin | 0 Comments

To create your own custom statement:

Export the statement list:

Open the exported file and format the columns E,G,H,I,J,K:

Use the file to mail merge with the attached MS Word document.

1.csv (347.00 bytes)

CustomStatement.docx (24.37 kb)

How to mail merge: https://www.google.com/search?q=how+to+mail+merge+with+ms+word

Format the document to suit. For windows envelopes, adjust the top placement of the name/address until it fits inside the window.

 

 

17. October 2018 10:48
by Admin
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Maori Authority Credit MAC Calcuation

17. October 2018 10:48 by Admin | 0 Comments

Maori Authority Credits are just like Company Dividend Input Credits, so the Gross amount is payable to the tax payer (shareholder) less the Maori Authority tax which is 17.5%, that is paid to the IRD.

Refer to IRD Reference regarding MAC

The following can be used to assist in MAC calculation

MAC Calc June 2018.xlsx (11.68 kb)

16. October 2018 21:32
by Admin
0 Comments

Batch Distributions

16. October 2018 21:32 by Admin | 0 Comments

A new facility for Batch Distributions allows for multiple tiered distributions.

Once Distribute is clicked and after each successful distribution, the Process tickbox will be unticked and the process date and time will be entered into the Processed column, then it will ask if the next distribution is to be processed.

Go to Distribution History to check progress

Go to Reports to compare totals:

4. October 2018 10:54
by Admin
0 Comments

Iwi Register - Setup Verifier

4. October 2018 10:54 by Admin | 0 Comments

A verifier is a user role that verifies registrations. Verified registrations increase the registrations count.

The site was originally designed to have thousands of registrations and the Iwi assigned an individual verifier for each Hapu. Therefore, at this stage a verifier can verify one Hapu at a time.

This means if you need an individual to verify more than one Hapu (maybe yourself), they will need additional logins for each Hapu they are needing to verify. We maybe updating this in a future release to allow an individual login to verify more than one Hapu.

First, setup a user to be a verifier. Login as an administrator, then click Admin | User Admin

Select the user record that is to be a verifier - in this example 61217

Ensure Verifier role is the only one selected then click Update:

Go to Registration List

Click Add Verifier

Enter the User ID then click Search

Assign the Hapu

Then click Submit

This will update the record

The verifier can then login and the Hapu menu item will be available

 

 

12. September 2018 10:22
by Admin
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Succession Letter Customisation Example

12. September 2018 10:22 by Admin | 0 Comments

Here is sample code to format the shares and money:

="Your Shares " + ToShares.ToString("#,##0.0##########") + " Your Money $" + ToSuccAmount.ToString("N") + " from " + FromFirstname + " " + FromSurname + "’s."

Here are some references on the ToString function: