KerryRopddy

Yes we email them and no, can't be done automatically. When you do the BACS run in FMS, set the Amazon one to print and use that to reconcile against the CSV report from Amazon. It's quick enough if you sort it by Payment amount. We don't find Amazon takes long to reconcile, are you using the correct report to reconcile? Amazon Remittance Format 1. Select Business Analytics 2. Select the Reports tab (the other tab is Home) - from the dropdown, select 'Your reports' 3. On the right hand side, under Actions select 'View report' 4. Under 'Time period' select however long you need to (past 4 weeks is usually good to catch the stragglers) 5. Download CSV

No Bev, we've never solved this in FMS (but we're moving to Access Education Finance in April ) I have set up FMS to send remittances when we process a BACS, so all suppliers get their remittance advice automatically emailed but we have to download a report from Amazon into CSV and reconcile it manually after every BACS run

We print a daily sheet to manually tick students in and out every day. In Excel a pivot groups them into categories (type of student), which we call Core, Assessment, AEP and Offsite. I need student name and registration year but grouped into those categories. I have created those custom groups, what I can't get right is how to add only the custom groups I want. I can only add all, or nothing. Then as soon as I add the groups, the first column becomes the custom group and the student name disappears. Sorting the order does not help. I need it to look like the snippet attached, (which is only showing C for Core and AEP - that snippet also shows B for bus and T for taxi... which I've not got to, to try to include in Arbor yet). I've tried putting those groups into columns, and I've tried adding them to the group section, but neither works. Help is appreciated. Thank you.

Is there a way to show full invoice numbers on the BACS remittance report? Inputting shows both the full invoice number and a shortened one, but the shortened one is used for the BACS report. Is there a way to access the form design to show the full number instead? (My apologies if this question is duplicated. I am sure I posted this question but now cannot find it). Thank you Kerry

Hi I'm Kerry, business administrator for a group (of 3) schools in Liverpool. New to FMS so joined here for tips and advice on stuff like "is it really so limiting or are those annoying limitations, instead, my ignorance"?