In the Tender menu, you can check and manage all tender histories added by your institution by period. It allows you to track your overall tender status at a glance, including amounts paid via coupons, vouchers, and direct deposits.
Default Screen View: By default, the screen displays tender history records added during the current month relative to today's date.
Custom Period Designation: Using the date selector feature, you can set your desired timeframe to view only the tender history records added within that specific period.
At the top of the Tender menu, you can check the total tender amount for the selected period. The total amount is automatically calculated based on the timeframe and filter conditions you apply, including all of the following amounts:
Coupon payment amounts
Voucher payment amounts
Direct deposit payment amounts
Excel Download: By selecting your desired tender records from the list, you can download the corresponding data as an Excel file. This is highly useful as settlement source data by period or for accounting management purposes.
View Detailed Information: Selecting a specific item from the tender history list allows you to view the detailed information for that particular transaction.
The tender history details screen provides a granular breakdown of how the paid coupons or direct deposits were deducted.
Billing Information: Check the name of the coupon in use, the payment method for the direct deposits, and the expiration date.
Remaining Balance Status: Grasp at a glance the current remaining balance versus the used amount out of the total paid amount.
Session Management: For coupons or vouchers, it displays how many sessions have been used out of the total sessions. (Example: 1st session / 10 sessions)
Schedule Connection: Displays the type of counseling service (Example: 60-Minute Psychological Counseling), date and time, and staff member information associated with that specific deduction.
Deduction Order: Please note that history records are listed in the actual order of usage, rather than strictly by chronological calendar date.
Detailed Billing Structure: Clicking the Billing Details button opens a granular breakdown showing how much was applied toward coupons, direct deposits, and Partially paid amounts out of the total schedule cost.