Jump to content

Mark Sollis

Committee
  • Content Count

    430
  • Joined

  • Last visited

  • Days Won

    21

Mark Sollis last won the day on 1 May

Mark Sollis had the most liked content!

Community Reputation

32 Excellent

1 Follower

About Mark Sollis

  • Rank
    Advanced Member
  • Birthday 04/01/1961

Profile Information

  • Gender
    Male
  • Company Name
    OneFiftyPercent.com

Contact Methods

  • Twitter Feed = @
    OneFiftyPercent

Recent Profile Visitors

1,824 profile views
  1. Thanks @John Tasker Bet that took some narrowing down So - is that to do with the rendering process in OPM do you think - re order / time taken to render? Either way - good spot - and you may want to pass to OGI for a few $$££€€ (Hope you are well!)
  2. I doubt it - and I doubt anyone ever will - until someone comes a-hunting - or an-auditing
  3. Hi @Val interesting question The bottom line is that in the OGI accounts system it is 99% impossible to have an incorrect entry - unless the system crashes in the middle of and accounts process - or there is a genuine system fault introduced (rare). Even then - it resets itself at Month End - with a Ledger Discrepancy. So. Unless youi have had a Month End discrepancy somewhere in the process the "correct" changes have been made to the journals / ledgers - although the result means an incorrect balance on the client in question. Just go and use that entry to offset against your clients record The real reason why this is sometimes difficult to fix however, is that on OGI, you can delete transactions - and not leave an on screen trace that they were ever there. So. The balancing adjustment may have been against a transaction that is no longer on screen / on the ledger. This is why Batch Calcs may not work in this case - because it wont be there - let alone I suspect you wont have that software and as above, can be tricky to code up. If you are not happy with just writing this off to fees (by creating a charge / negative charge) to balance the client account (which is what I would do), then you only have one other option - you need to find the original items - which will be a pain. Either Check the setting in Premium Finance which uses a "dummy" client account for offsetting errors Check the settings file and have a look at those records first If no joy, go through every cashbook since raising the original transaction and find ALL entries relating to the original record and / or dummy record It will be there - you just have to find it If you have and can use InfoCentre - that makes life easier - otherwise its a manual traaaaaaaaaaaaaaaaaaaaaawl. Overall a bit disappointed - but not surprised - that OGI wont help. It's their Finance software after all - and they know how it would write off balances - and where / which ledger account it goes to and how to quickly fix - if they could be bothered. Poor show really .... Anyway - Good luck and hope this helps M
  4. Hi Gavin - good to see you on the Forum Without knowing what software OGI have suggested I probably can’t answer your question fully - so apologies for a bounce back on this - but it's important ... 1 - Ask OGI what software they are suggesting / name of 2 - Ask if it will produce every cashbook for the last year in one go, without doing each one individually (I'm interpreting that that is one of the main issues / pains you have) 3 - Ask them to show you the format / example output you will get - and whether you will have to do any work on that output file to get what your accountant needs All too easy for suppliers in general, to offer solutions without fully understanding the actual pain, the real requirement and, the best alternative options for comparison - so you need to be fully informed. I’m sure I’m closer to what you need (from your brief post) than your supplier in full conversation -#maybe Come back and let us know once they provide the info and we can go from there. If they have the right solution for what you need out of the box, I think every OGI Broker will want it ... PM / Mail me if you prefer - happy to assist / advise further
  5. See post here also referring to CNP position from Barclaycard CNP Charges - Barclaycard
  6. Seems we agree KM - Thanks for the specific reference and note from your experiences with VC!
  7. Bore da Delwyn - hope you are well There are a few points here and suspect I'm not close enough to the underlying issues raised by BMS to answer fully. However ... Card Not Present (CNP) or Mail Order Telephone Order (MOTO) transactions are specific payment types recognised by merchant services accounts. These carry a higher risk of fraud - and consequently, most service accounts have a higher charge cost per transaction using this method. Conversely, Card Present transactions are more secure and most service accounts have a lower cost per transaction Both methods above are equally "compliant" subject to the underlying methods and processes I suspect the issue is that you are processing all these as CNP and BMS are querying this because it doesn't reflect the method used to take payment. I would need some convincing by a PCI compliance expert that this is actually "non compliant" - more it is just an incorrect use of the service. What would happen if you asked your customer to go outside and ring back to the office so that you could process them as CNP? Crazy I know ... I'm not sure whether OGI have a CVV option and/or whether this is available with Monek. But this would be the required F2F process - but may need a separate account from BMS anyway (?) I am sure however, that there are many OGI brokers just like yourselves that do F2F and CNP processing - none of whom use Card Terminals for F2F. Its ridiculous! Can I suggest you speak with OGI in the first instance and ask them how they would respond. Also, ring a few other friendly OGI brokers and see what they do / who the use. Finally, speak to other Merchant service providers direct and ask if they would be happy to have a generic CNP process, even if the customer was in your office. I hope some other users will be able to provide input here - coal face users are the best users Get in touch direct if you need any further input - and do keep us updated on here. Thanks M
  8. Hi Clare Yes - disappointing that many come here to ask questions rather than answer others - but that's kind of what we are here for and we're OK with that. As long as people get help of some sort I still believe the answer to your issue is either the OPM output needs to be changed in the settings config (to save as word) and/or the VC process then needs to save as word also - not PDF. So two points to check which I'm sure will resolve your issue. I think @Kate Meakin use VC so maybe she can help further M
  9. Hi Clare - thanks for posting I'm no VC expert - but I understand you have a choice with Open Suite settings as to how the document is generated to OPM. Some "OpenAttach users (VC equivalent) generate word documents rather than PDF - so the Open GI side of things is flexible with either format. If you change this setting then you may find the process through to VC retains the format (Word) and the issue goes away What may happen on the VC side however, is that VC because "collects" the output and then processes through to the VC store, it may be in that process that the PDF is created. If that is the case then to obtain a Word doc within VC rather than PDF, you will have to speak to the VC supplier to see if this is an option within their software. As above, the Open GI process can be either Hope this helps
  10. Hi Vanessa - Tricky one to answer on price alone - other than "there is always a discount to be negotiated"! 1 With OPP - there is a base cost incurred for hosting the systems - and this is primarily on storage costs. So just make sure the budget overall is realistic and look long term - based on the volume of documents expected to be uploaded over say, 3-4 yrs. No point getting to Yr 2 and finding costs are spiral-ing beyond your budget and there is no choice but to continue the spend process 2 I would also recommend you get 3 or 4 reference sites - preferably ones that have RECENTLY implemented OPP. I say "recently" because you also need to know how smooth the implementation was and, what obstacles / issues were encountered (if any ? ) Often the pain is in the set-up and you want to know you will be supported through that process - not just "trained" 3 ROI - Return on investment is subjective and only your business can answer whether your customers "expect" a portal. Sales-speak is of course they do - but look at how many email addresses you have today and what your customer profile is. Do they actually DEMAND a portal solution - or is just moving to emailing of documents a better first step?! Hope the above helps - and happy to have a chat on how this can work for you and / or the alternatives - #itswhatido Enjoy the ride M
  11. UPDATE - @DarrenKelly The User Group are still awaiting confirmation on 2019 pricing from OGI. There's a rumour it's now 25% discount for Open products - including OPM - so there's your starting point
  12. Hi Darren - I believe the discount is carried forward to 2019 - but just awaiting confirmation on all pricing agreed. Will update as soon as advised
  13. I know this process years old now - but it still rankles that what was a 1 step process has become a non-intuitive multi-step hassle Really? Set it to "Yes" even though it's set to "Yes" already - wow - that was thought out really well. Then not forgetting this is AFTER you have created the Renewal transaction ... In old money Create transaction and associated charges and add-on (LE) Now it's Create the transaction and any charge Say "No" to Le if you have it switched in still even though you do want legal .... Go back and then Update Policy record (if you remember) Set the "Yes" to a "Yes" Select the Add-Ons wanted and then abandon them ... (Exit) Then Say "Yes" to save And don't get me started on the AE/AD/AF frame combos and all the additional document / frame / coding that needs to go with it which-is--really-easy-in-Word-and-Ifs-and-also-Tables-work-well-across-Ifs-dont-they - WHAT'S WRONG WITH A STATUS FLAG ON A SINGLE FRAME!!!! Ok - I know it's more complex than that but the main point is - why not just pop the Add-On processing from the transaction create screen? User Experience not good on this one is it - how on earth do you guys cope?! Sign of a poor UX is sign of a rushed job imho - #agileisnotisolation Rant over - for now
  14. Hi Steve - Karl has pretty much covered what you need on this. (Thanks Karl - appreciate the Tag!) If you / anyone else needs assistance on this process or any general Open GI queries, feel free to get in touch here or via our web site
  15. Hi Pete Don't know the specifics for TW products as I'm not a low level user operationally I'll nudge @Philr as he is a top bloke on these things and hopefully he can clarify PS - I'd be surprised if this is anything to do with OpenSuite as they're not related
×
×
  • Create New...