Arise Software Ltd

Support and Help Docs

16. October 2018 21:32
by Admin
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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
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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:

18. June 2018 17:24
by Admin
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Manual Payment

18. June 2018 17:24 by Admin | 0 Comments

The following records a payment of the outstanding balance for a particular owner. This process assumes that a payment has already been made manually by either cheque or direct credit. Please consult your bank regarding making a one-off direct credit payment through your online banking system.

First, select the owner.

Click financial transaction tab

At the footer of the tab click Trust Group Pay

Fill out the details

In the above example, the Trust Group is selected, entered the payment date and batch # (if any)

If you have done a chq, click Save Cheque Transaction Entry, or if you have done a direct credit, click Save DC Transaction Entry. In our example, we had done a Direct Credit.

Once completed, the transaction will show in the transactions history for the owner:

16. February 2018 14:54
by Admin
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Add login

16. February 2018 14:54 by Admin | 0 Comments

In the row with the * enter username press Tab, first name press Tab, surname press Tab, skip windows name by press Tab

After tabbing from Windows Name, password dialog will appear to enter password. After entry of password, it will add the new user.

On the new user row, select Trusts and allocate trusts applicable to the new login

Once that is done, go to User Rights and allocate the rights

Restart GDMA and try the new login, if not work, login back as yourself, re-enter the password and try again