MyBackpack Release Bulletin January 2016
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- Beatrice Thomas
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1 MyBackpack Release Bulletin January 2016 In this bulletin... Online Payments in Form Builder... 2 Merchant Account Setup for Online Forms... 2 Creating Online Forms with Payments... 4 Submitting an Online Form... 5 Online Payment Transactions Batch... 7 New Data Fields Available in Online Forms... 7 Read-only Option for Data Fields... 7 Export of Forms Data to Excel... 8 Print All the Submitted PDFs at One Time... 8 Define Phone Number Format for Online Forms... 9 Change Division Option for Faculty Enhance the Copy Assignments Options Additional Recipients for Gradebook Progress Reports and s About Release 93_1 for MyBackpack Please contact Support@senior-systems.com if you have any questions about any of these new features Senior Systems, Inc Release 93_1
2 Online Payments in Form Builder You can now create Online Forms that will allow you to collect a fee from the user submitting the form. This feature can be used for ticket sales, event tickets, day trip fees, etc. Follow the steps below to setup an Online Form that will require a payment with the form submission. Merchant Account Setup for Online Forms To setup the Merchant Account that will be used to process the Form payments, go to the Forms Page Setup in MyBackpack. On the Payment Options tab you can setup the Merchant Account to be used for payments processing as well as the type of payments that will be allowed: Accounts Receivables Setup In order to be able to create Online Forms that allows payments, you also need to setup the GL account that will be used for posting the transactions as well as the AR Batch description Senior Systems, Inc Release 93_1
3 This setting is in Accounts Receivables, Administration Maintenance window under the Form Builder tab Senior Systems, Inc Release 93_1
4 Creating Online Forms with Payments When creating an Online Form, a new control is now available that allows you to setup the form for Online Payments: Drag a Purchasable Item control onto the form and setup the payment options. Enter a descriptive Prompt for the purchase, the price, minimum & maximum quantities and the General Ledger account number to credit for the purchase Senior Systems, Inc Release 93_1
5 Note: You can set the General Ledger Cash Account to be used for Online Forms, in Accounts Receivable. Go to the Administration Maintenance screen and select the Online Payments Setup option. After completing this step, publish the form to the desired audience. Submitting an Online Form When the users open the form, they will see the items available for purchase and the unit price. The user can then select the Quantity they wish to purchase (if enabled): 2016 Senior Systems, Inc Release 93_1
6 After entering the payment information (credit card or echeck), the form can be submitted: 2016 Senior Systems, Inc Release 93_1
7 Online Payment Transactions Batch The payments collected from Online Forms submission will be posted to Accounts Receivable. They will appear in a Cash Receipts batch as a Miscellaneous Cash Receipt. New Data Fields Available in Online Forms Some new data fields were added to Form Builder and are now available to be used when creating new forms. The new fields added are in the areas below: - Student biographical info for the current year and next year - Student homeroom, advisor, and transportation information - Parent addresses and biographical information - Applicant s biographical information - Applicant s visits - Applicant s financial aid data Read-only Option for Data Fields A new Allow Editing option is available when setting up fields in Form Builder. If a data field is not set as editable, the users cannot modify the field value when submitting the forms: 2016 Senior Systems, Inc Release 93_1
8 Export of Forms Data to Excel A new option was added that will allow you to export the data collected through Online Forms to Excel: The Excel file will contain one line per submission and the form s fields and data will be available as columns. Print All the Submitted PDFs at One Time A new option was added that allows you to save all the forms submitted as.pdf Senior Systems, Inc Release 93_1
9 Define Phone Number Format for Online Forms A new setting was added to Form Builder that allows you to control the format used for displaying phone numbers. The setting is found on the Forms Page Setup page in MyBackpack Senior Systems, Inc Release 93_1
10 Change Division Option for Faculty A new option was added for faculty to be able to change the current division they are viewing, in the following screens: - View Attendance - Class Attendance - My Schedule 2016 Senior Systems, Inc Release 93_1
11 Enhance the Copy Assignments Options When creating new Gradebook assignments, an option was added to connect assignments to sections and set the due dates: Additional Recipients for Gradebook Progress Reports and s. An option was added allowing you to cc Advisors, Homeroom Teachers, and Dorm Parents when sending out Gradebook Progress Reports and s Senior Systems, Inc Release 93_1
12 2016 Senior Systems, Inc Release 93_1
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