Skip to content
New issue

Have a question about this project? # for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “#”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? # to your account

Enhancement to EFT Output Statement PDFs #18619

Closed
3 tasks
ethantspitt opened this issue Nov 16, 2023 · 5 comments
Closed
3 tasks

Enhancement to EFT Output Statement PDFs #18619

ethantspitt opened this issue Nov 16, 2023 · 5 comments
Assignees
Labels
blocked Pay Work for Pay Team

Comments

@ethantspitt
Copy link
Collaborator

ethantspitt commented Nov 16, 2023

Enhancement for ticket #17303

Updated the wording based on demo feedback:

  • Moved statement total to the top of the Total section
  • 'Last Statement Total'
  • display last payment Rreceived date
  • Updated over and underpayment scenarios (require confirmation )
  • Allow staff view to link to the output of statement of a client from the EFT Received Payment screen

Figma Link:
https://www.figma.com/file/Y1PWkuB8II5lxdDdUq67Aj/Electronic-Funds-Transfer?type=design&node-id=340-412&mode=design

Consideration for later enhancement:

  • add invoice # column to the statement content
  • Allow staff view to link to the output of statement of a client from the EFT Received Payment screen
@ethantspitt ethantspitt added Pay Work for Pay Team UX User Experience Research & UI Design labels Nov 16, 2023
@JohnamLane
Copy link
Collaborator

@ochiu
Copy link
Collaborator

ochiu commented May 29, 2024

Bumped this a bit as this ended up being more than just layout changes.

  • pay-api portion was not hooked up
  • supporting queries needed to be implemented
  • no existing tests for EFT statements

@lizhuomeng71
Copy link
Collaborator

lizhuomeng71 commented Jun 19, 2024

Blocked: Payment Processing is not implemented on dev, therefore no statement available for test

@lizhuomeng71
Copy link
Collaborator

Last Statement Total is not added to Total Amount Owing

Please see attached statement on Dev for account 3365,

On June 16-22 statement, there is an total amount owning of $351.50
On the next statement, June 23, 2024 - June 25, 2024 , there is an new Statement Total: of 31.50, but the total amount owing is not add the last statement

image.png

@lizhuomeng71
Copy link
Collaborator

We verified the layout of the statement, and statement generation. Regarding the accounting details about the statement, we will create another ticket for it

@PCC199 PCC199 closed this as completed Jun 27, 2024
# for free to join this conversation on GitHub. Already have an account? # to comment
Labels
blocked Pay Work for Pay Team
Projects
None yet
Development

No branches or pull requests

5 participants