Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision		 Previous revision
officer_information:web_services [2011/12/22 09:06] – created damianofficer_information:web_services [2020/01/13 16:43] (current) – external edit 127.0.0.1
Line 1: Line 1:
 ====== Web Services ====== ====== Web Services ======
 +
 +The administration of Web Services is aided by a software package called phpCOIN. It will automatically raise invoices and email them out as required.
 +
 +Note I've not provided a link to phpCOIN to reduce the attention of hackers. If you need it ask me for the URL.
 +
 +===== Administrator Login =====
 +
 +The client and administrator logins are different.
 +
 +  * Use you internet browser to go to the home page.
 +  * Click on the **Login Button**
 +  * Click on the **Admin Button** (Note if you don't do this you will attempt to login as a client, which is wrong) 
 +  * Enter your login details
 +  * Click on the **Login Button**
 +
 +{{:other:webservices-banking1.png|}}
 +
 +
 +
 +===== Banking a Cheque =====
 +==== Recording on Daybook ====
 +
 +A Daybook is to be kept in Excel.
 +
 +  * A copy of the Daybook should be emailed to the Web Services Manager at the end of each day any entries are made.
 +  * The Daybook should be sub-totalled by banking date which should match the entry on the bank statement.
 +
 +  * The daybook looks like this:
 +
 +{{:other:webservices-banking7.png|}}
 +
 +==== Banking on phpCOIN ====
 +
 +When a cheque is received it needs to be posted against the corresponding invoice(s).
 +
 +  * Click on the **Client Button**
 +    * This will list all the clients.
 +  * Click through the pages until you reach the appropriate client.
 +    * By clicking the heading you can sort the list - which might help.
 +  * Note the user name.
 +    * In this example we are going to pay the £25 invoice for Chris Gledhill (user madog).
 +  * Click on the **Page** icon.
 +
 +{{:other:webservices-banking2.png|}}
 +
 +  * You will see the Client Page listing all the invoices etc.
 +  * Find the line for the invoice you need to pay. 
 +    * The invoice number is in the first column. 
 +  * Check the balance is not zero.
 +    * If the invoice has already been paid there will be a zero on the balance column.
 +  * Click on the **Page** icon on the appropriate line.
 +
 +{{:other:webservices-banking3.png|}}
 +
 +  * You will see the invoice page.
 +
 +{{:other:webservices-banking4.png|}}
 +
 +  * And here is the bottom half of the page.
 +  * If all looks correct click on the **Payment Button**.
 +    * If possible double-check that payment is for the correct domain (eg madogfechan.co.uk). One client can have several domains.
 +
 +{{:other:webservices-banking5.png|}}
 +
 +  * You will see the payment screen.
 +  * Date: The date the payment is entered on the system - i.e. today.
 +  * Type: Leave as "payment".
 +  * Origin: Changed to "Check" (sorry American spelling of "Cheque") 
 +  * Description: Enter the User Name, Cheque Number, Cheque Date, Payee - if different from the client.
 +  * Amount: Enter the amount being paid.
 +  * Set invoice to paid: Tick
 +  * Send Acknowledgement: Tick if an email acknowledgement or receipt has been requested - normally not. 
 +  * Click the **Add Button**
 +  * Job Done.
 +    * The bottom of the Invoice Page will show the payment you have just made. It will allow you to edit it, click the pencil icon, if it needs correcting. 
 +
 +{{:other:webservices-banking6.png|}}
  
  • officer_information/web_services.1324544788.txt.gz
  • Last modified: 2020/01/13 16:43
  • (external edit)