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Payment Details Download Sheet (PS Tool) 107-03020040

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This document outlines information about the Payment Details Download Sheet (PS Tool).

PS Tool functionality

The PS Tool is a spreadsheet that it extracts information from the Customer Record. It extracts information from the:

  • Payment Summary (PS) screen, and
  • Payment Details (PD) screen

Once the data is loaded, it can be changed to suit the needs of the user.

The PS Tool helps staff with manual debt calculations to:

  • extract payments received in the relevant period
  • assist in processing tax Manual Follow-ups (MFUs), and
  • deal with customer enquiries about their payments

How to use the PS Tool

Open the PS Tool:

  • select Start > Start copying
  • key the Customer Reference Number (CRN)
  • select the payment system and manually key the date range > OK

Avoid having multiple applications (for example, excel spreadsheets, Customer First) open while running the PS Tool.

The PS Tool includes a help file. This:

  • can be found under the Start button
  • explains the various functions when selected

The Resources page contains intranet links and explains how to access the PS Tool Desktop Application (Windows 11) and how to lodge an escalated Compliance Program Service Desk Request.

Using the MultiCal debt calculator