We provide a link to our web site to download the
installation setup. A "Help" Getting Started Check List form will
guide the user through the setting up The Scheduler for your
organization.
»» Click here to request a free trial version ««.
Any number of "Folders" may be created allowing
pre-authorized debit and credit transactions. There is no limit to the number
of clients within each account.
Each client entered within a Folder may have any number of
transactions. Transactions may be set up for specific date ranges (i.e. a
three-year lease payment). If the user provides the starting date and the
number of periods, the system will calculate the date to process the last
payment. The default period frequency is monthly but bi-monthly, quarterly,
"tri-mesterly", semi-annual, annual, "last business day" of month, weekly,
bi-weekly, 28-day cycle and user entered months frequencies have been
accommodated.
If any sales tax and/or GST apply to a client transaction,
this information may be calculated and maintained separately for transaction
logging purposes.
The Scheduler will operate in a network environment
thus allowing multi-user data entry, editing and report generation.
Transmission file preparation is a simple process. The user
selects the desired Account Folders and The Scheduler scans client transactions
and prepares transmission information for valid details. Both debit and credit
transactions may be processed together. The Scheduler will generate the
appropriate bank file format.
Reports are previewed in The Scheduler report window
prior to being printed.
The system has a transaction import facility incorporated.
This option provides the user with the capability of importing data from any
application and having our software reformat the data into the required format
and transmit the text file to the bank Processing Centre. This feature has been
used to prepare direct deposit to employee's accounts directly from a payroll
journal report.
A "fast posting" facility has also been implemented to allow
sequential processing of an entire Account Folder allowing the user to change
period amounts for the next transmission. This feature was implemented for
those customers doing a payroll from a printed payroll journal.
A transaction log is created for each transmission. Users may
review transmitted data by file creation number or individual client reference
number.
The trial version of The Scheduler is activated for your organization
from the "Mail" panel and reading the key file we e-mail.
The Scheduler has a built in "Mail" module for users to contact us for
support or make suggestions. The Scheduler automatically checks our
web site for an available updated version.
As users of our applications, we want to ensure our
software meets your expectations and encourage you to contact us with your
suggestions to improve the effectiveness and value for your
organization.
R.B. Anderson Ltd.
May, 2008
Click here to see a Flash video about what's new in
the latest version of The Scheduler.