Payment Supplementation

Date Prepared: 27/03/2018

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Introduction ................................................................................................................................................... 2
2. Functionality Moves ....................................................................................................................................... 2
3. Payment Schemes .......................................................................................................................................... 3
 1. INTRODUCTION

1802 will see the consolidation of new features and some previous configuration from Control Panel into Fee
Collection. As a result of this, some functionality is in the process of being removed.

2. FUNCTIONALITY MOVES

Below is a list of the functionality that has moved or is no longer applicable.

Control Panel - Global Settings Enterprise Tab

 Payment Dates Calendar drop down list - This is no longer applicable from 1802, has no effect and will
be removed in a later release.
 Override Bank Account Lead Time - This is no longer applicable from 1802. There will be a new setting
that will replace this, it will be set in the back end based on a migration from old Override value. This will
be updatable initially back end only by Legend staff but future UI changes to Fee Collection will allow
end users to change the setting value.
 Bank Account Lead Time - This will remain active and will not be removed in 1802.

Control Panel – Global Setting, Additional (2)

 Enable Daily Collections - This will remain active.
 Daily Collections Enterprise Level Only setting will no longer be applicable from 1802, has no effect and
will be removed in a later release.
 Payment Days & BACS Collection Days date selection lists - Will no longer be applicable from 1802, has
no effect and will be removed in a later release.
 Enable Two Collections in First Month - Will no longer be applicable from 1802, has no effect and will be
removed in a later release.

Control Panel – Group Settings, Details

 Payment Dates Calendar drop down list - This is no longer applicable from 1802, has no effect and will
be removed in a later release.
 Bank Account Lead Time - This will remain active and will not be removed in 1802.
 Override Bank Account Lead Time - This is no longer applicable from 1802. There will be a new setting
that will replace this, it will be set in the back end based on a migration from old Override value. This will
be updatable initially back end only by Legend staff but future UI changes to Fee Collection will allow
end users to change the setting value.
 Payment Days & BACS Collection Days date selection lists - Will no longer be applicable from 1802, has
no effect and will be removed in a later release.
 Enable Two Collections in First Month - Will no longer be applicable from 1802, has no effect and will be
removed in a later release.
Control Panel – Club settings, Club details
 Inherit Payment Dates & Specific Payment Dates, has no effect and will be removed in a later release.
 Payment Dates Calendar drop down list - This is no longer applicable from 1802, has no effect and will
be removed in a later release.
 Bank Account Lead Time - This will remain active and will not be removed in 1802.
 Payment Days & BACS Collection Days date selection lists - Will no longer be applicable from 1802, has
no effect and will be removed in a later release.
 Enable Two Collections in First Month - Will no longer be applicable from 1802, has no effect and will be
removed in a later release.

3. PAYMENT SCHEMES

Collection schemes will now be known as collection profiles. The below applies to the collection schemes;
o Can be weekly or monthly
o Days of week or days of month
o In Fee Collection only

You can select a scheme at enterprise, region or club level. As per the rest of Legend, the scheme per location
will override enterprise/region for that location. You can configure as many weekly or monthly profiles as you
like, however each location can only have 1 weekly and 1 monthly against (if it isn’t set to inherit)

Navigate to Configuration > Collection Profile as indicated below

You will be shown the following screen, which gives you the options to view/create/update/delete Collection Profiles.
This will be populated upon release with the information you currently have set in Control Panel as part of a release
migration.

If you wish to create any further collection profiles, select Create New and you will see the fields can now be typed in
and saved. Give the profile and name and description, then once you select monthly or weekly you will see you have
the option to tick the collection days as desired. Once you have chosen, select save and the profile will be available for
assignment to any locations/enterprise.

Collection Profile Configuration per Location

Navigate to Configuration > General Configuration as indicated below
You can configure the Collection Profiles to use at a location (Enterprise/Group/Club) as indicated.

Note: Collection Profiles saved at locations cannot be deleted.