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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 and enable the content:

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

Staff should try not to have 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 has a link to the Calculators and Tools on the Intranet.

Using the MultiCal debt calculator