When a transaction is made in an online shopping cart for more than one program across separate modules (i.e., child care, courses or facilities), the payment details are displayed within the single payment show page. This feature eliminates the need for the Eleyo to record a payment as multiple records.
All financial transactions support soft deleting. When a transaction record is removed, displaying the deleted column in the transaction list view will include those soft-deleted records.
Credit Card Chargebacks
Credit card refund chargebacks and partial credit card chargebacks are now supported. A chargeback can now be collected on from the chargeback show page using the Collect button (similar to collecting upon a pending payment).
Credit Card Voids
Voiding a transaction no longer creates a separate void record in the database. Eleyo will now set the original transaction as voided and soft delete it.
ACH refund returns are now supported. All ACH returns are now handled similarly to credit card chargebacks. Eleyo will no longer convert the original transaction to a pending payment. Instead, a new record denoting the return is recorded. A return can be collected similar to a pending payment using the Collect button from the record show page.
You can now manually record NSF check returns using the Record NSF button from the transaction show page.
Auto-Depositing of Non-Electronic Transactions
Eleyo automatically records and displays deposits for electronic payments (credit card and ACH). Transactions are not recorded in the ledger until they’ve been deposited, so it is now a requirement for cash and check transactions to be added to a deposit.
If you are not manually assigning non-electronic payments (i.e., cash, paper check, other) transactions to deposits in the Eleyo, there is now an option to automatically create a deposit for them the same day they are created.
- Point to System
- Select System Preferences
- Select General
- Next to Automatically deposit cash, check, money order, and other transactions select Enabled and indicate what time each day the system should auto-generate the deposit.
- Select Save
Eleyo now supports fiscal years starting on dates other than July 1. This setting is hard-coded by the Eleyo product team. The fiscal year start date is displayed within your system preferences.
Deferred Budget Codes
Budget codes can now be flagged as deferred budget codes and assigned to current budget codes. When creating child care sites, courses, etc, the current budget codes should always be used. The financial ledger report will record a credit or debit into the current or deferred budget code based on the breakdown of services or deferral of posting in relation to the fiscal year start. On the first day of the fiscal year, the financial ledger will transfer the amounts from the deferred budget code to the current budget code.