GeeDee for Windows

2017 October Newsletter

2017 October Newsletter

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2017 October Newsletter

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tipbulb This newsletter contains important information about the GeeDee software program. It is important that all users of the system receive and read a copy.  Please forward this email on to all users in your office.  To subscribe to this newsletter please click here.

 

GeeDee News Update

 


 

Title - Remember Web Updates

 

Please be advised that the latest Build Version 291 for GeeDee has been updated

After running your Web Update you may be prompted to run a GeeDee Index. See Index steps below.

    How to run a GeeDee Index

 Step 1. Launch GeeDee Backup Index.
 
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  Step 2. Enter initials and login.

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  Step 3. Select Index and click OK to the 2 “OK” prompts to complete Index process. Close when completed

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     NEW & ADDITIONAL CHANGES within GeeDee Realty Systems Build 291

Note   Creditors setup to process by BPay- Biller Code (currently available for Macquarie Bank, Westpac and Commonwealth (Commbiz account) and Bankwest.

Note   Creditors processing payments by BPay and ABA files

note   Terminations & Breaches new import required

 


       Creditors setup to pay by BPay- Biller Code

 

You are now able to pay Creditors by BPay. This is now available for Westpac, Commonwealth, Macquarie Banks and Bankwest.

For ANZ  & National, once you have the BPay import facility available at your bank please contact GeeDee to activate.

 

Bpay is useful for paying bills such as water, council rates, strata levies and any other creditor who has a BPAY biller code. Similar to the ABA file for EFT payments, GeeDee creates a BPAY file that you can upload to the bank  paying creditors invoices in bulk without the hassle of remittances slips and cheques.

 

Files created by GeeDee are

ANZ                                          ANZBpay.txt               Clients need to have "ANZ Transactive product" for importing BPay files https://www.anz.com/aus/promo/anz-transactive/ Help Video

Bankwest                                BWABPay.csv            Available now for clients

Commonwealth                      CBABPay.txt               Available now however clients need to have "Commbiz" it is not available for "Netbank"  

Macquarie                               MBLBPay.Bpay          Available now for clients

National                                   NABBpay.bpb            Clients need to have it activated on their bank software, it must be "National Online Corporate and Direct Link". Clients also require a BPay                                                                                                                                                             Batch Customer ID supplied by NAB

Westpac                                  WBCBPay.csv            Clients need to have "Westpac Corporate product"for importing Bpay files

 

Once activated you are required to set up information in GeeDee.

 

Note  Go to System Setup Bank Tab and select your bank and enter a BPay code any 4 digit number eg 1234 (Please note NAB supply a Customer ID) and close System Setup.

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Note  Go into GeeDee for Windows and Creditor Details can be changed under Maintain Creditor.

To change the method of payment you need to complete the details under the individual creditor. Creditor/ Maintain/ Select Creditor/ Edit

To pay by BPay you need to add the Biller Code and tick Pay By BPay and Ok

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To pay Electronic by ABA file add the BSB & Account No and tick Pay By Transfer and OK

 

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To pay by Cheque don't select anything

 

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Once you have selected how the creditor is to be paid close out of GeeDee and once reopened the method of payment registers under Creditor maintain either by Chq, Bpay of EFT.

creditor bpay1

 

 


        Creditors processed by Bpay- Biller Code or ABA file

 

Note  When creating Creditor accounts you must ensure you enter the BPay reference number and Tab through. If the BPay reference number is not entered the account will not be paid

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Note  Go to Creditor Pay Accounts.

(Please note if accounts have already been entered prior to activating BPay details these will need to be re entered if you want them to be paid by BPay).

creditor bpay5

 

Always Print report first to enable checking before processing, it will register the type of payment and also the Bpay reference number.

If there is no ref number the account will not get paid see examples below. You would then need to remove the account and re enter correctly.

 

bpay17

 

 

 

 

bpay15

 

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Once checked then go back in and Print Report and Pay Creditors

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You will then be prompted to Pay Creditors and select Yes

 

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You will then be prompted to create a banking file and click OK

 

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You will then be taken to the Direct Payment File screen. Note you can print or email remittance for a ABA file. The ABA file creates 1 total for the Creditor and the remittance breaks down what each payment is for.

 

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Select ABA and Make ABA File. Once file is made it saves in new location for ABA files.

 

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and then the Batch has been closed.

 

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Then you will be prompted if you also have a BPay to pay.

 

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To process this payment select Bpay and Make BPay File. Note a remittance slip is not required as these are individual payments for each property and has been connected to their individual reference number.

 

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Once files are made they appear in C:\GDReports\Bankfiles as a ABA & BPay ready for you to upload to the bank

 

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Once processed they will also appear in the Bank Statement Reconciliation

 

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        Terminations and Breaches new import required due to the new logo from the Government of WA

 

Note  New Documents. To add the new documents into GeeDee you will need to delete the existing documents through edit letters located in the File Drop Down Menu.

      You can then select import letter at the bottom of the Edit Letter screen and go to the location which is G/Program Files/GeeDee/Proman where the new documents have been saved.

    spell check import letter dss

 

The Names must be entered as below however you can enter your own description if you wish.

duebreachduebreach2termin 1A termin 1Btermin 1C

 


 

        For all other changes in previous builds please refer to the What's New Folder in the online Web Help

 

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        GeeDee Document Management System - Special Offer

 

Click me to download...FLYER_GEEDEE_GDMS

 

 


    GeeDee Training Order Form

 

Click me to download...Training Order Form


 

 

 

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