ProDon:General Configuration of the Receipt

Introduction

There are two types of receipts in ProDon, the standard receipts and the Word receipts.

The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly being updated by Logilys and it is complying with the CRA (Canada Revenue Agency) and with the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated as well.

The Word receipt is complying with the Canadian standards at the time of the delivery of the software. This receipt is a Word document customized with the trainer in accordance with the requests. Since it is a Word document, the customizability options are infinite. On the other hand, this type of receipt is not updated by Logilys, so it is important to update it in accordance with the Canadian standards. You also have to take into consideration that this type of document is generally more complex than a standard Word document and that you need to have a certain mastery of Word to update it. Finally, since this receipt uses Word, it is slower to produce than the standard receipt.

 

General Configuration of the Receipt

Usually, only the user "Supervisor" has access to the "System preferences", the other users have a read-only access to them. So, to be able to make the following modifications, enter ProDon with the user name "Supervisor".

Organization Management

Before performing the configuration of the receipt, you have to correctly configure the organization.

To do so, from the software home page, click on the "Configuration" menu, then select "Organizations".

After clicking on "Organizations", the Organization management" window opens.
A: If there are more than one organization, select the one for which the receipt must be configured.	B: Click on the button.

After clicking on the button, the "Edit/View organization settings" window opens.
C: If not already done so, it is possible to enter here the information related to the foundation. Some of the information will appear on the receipt.	D: The button, which is at the end of the line of the "Address" field allows you to translate the address main line for all the active languages in ProDon.

After clicking on the button, the "Translation of a value" window opens.

Enter the right address in the corresponding languages.

Configuration of the Receipt

In the "Edit/View organization settings" window, the tabs "Receipt", "Receipt (opt.)" and "Receipt" (pos.)" are available to configure the receipt. The first tab allows you to perform the general configuration of the receipt and the two other ones allow you to configure the standard type receipt.

"Receipt" Tab

The "Receipt" tab allows you to perform the general configuration of the receipt.

For the configuration of the standard receipt, click here.

For the configuration of the Word receipt, click here.

---

Document name: ProDon:General Configuration of the Receipt

Printable version