Tracking the Slip and amending Drafts
To track a slip once this has been submitted for processing, go back into the Create Slip transaction action icon and click MAINT option at the bottom of the window to open the Slip Postings program.
This screen is broken down into a series of tabs running to the top of the screen, each of which give access to slip postings which are held in different areas;
TO VERIFY – contains details of slips which have been submitted, but due to the user’s authorisations need a supervisor to approve the payment prior to the slip being passed to the TO POST list
TO POST – will contain details of slips which have been submitted, which have either been approved or do not require approval, which are ready for Accounts to post to the case
UN’AUTH – contains details of slips which were sent to the TO VERIFY queue, but which have not been verified
REJECTED – shows details of slips which were in the TO POST queue, but which have been rejected
UNALLOC’D – when money is received by accounts and there is no slip pending for the receipt then the payment can be added to the unallocated queue. Users can then check this queue to claim ownership of the payment and pass this to the TO POST queue
CHAPS – This tab is only used when the system has been configured with banking software. This tab will display automatically generated slips for any TT or CHAPS postings
DRAFTS – This will show all the slips which have been recorded for the user which are currently Draft slips. These can be released to the TO POST queue by:
Selecting the slip to be release with a single left mouse click
Clicking AMEND at the bottom of the screen to redisplay the slip
Unticking the Draft Slip? tick box to the top of the slip
Clicking SAVE to resubmit the slip
Working Further with Slips
When slips are shown in a queue a double left click will open a pane to the bottom of the screen showing further information relating to the slip.
Running to the bottom of the screen are a series of icons which allow any slips in the queue to be worked with further.
Note that not all of these icons will be highlighted due to user permissions. Those icons which are greyed out are reserved for accounts use as standard.
Working from left to right these icons will:
Print details of the selected slip
SELECT ALL slips in the view
AMEND the selected slip – for instance, a slip which is rejected could be amended and put back in the queue for posting
REJECT will remove the slip request from the queue. Details as to the rejection can be recorded and the slip deleted at this point
AUTH will be activated for users who will approve slips and this icon allows them to authorise their approval under the TO VERIFY queue to pass to the TO POST queue
SPECIFY works with unallocated or anticipated slips and allows these to be pointed to a specific transaction type
Slip Notifications
Background settings in Proclaim allow for notifications to be sent by either email or Proclaim Instant Messaging to users at key points of the slip cycle. These are defined by Proclaim Administrators or the Accounts Team.