Creating a new payment method
  1. In Administration, click Code Tables
  2. In the Revenue section, click 'Other Payment Method Type'
  3. Click Add, enter the name (Ex. Exchange), click Save

Connecting the payment method to a sales method
Note: This step is required so that the new payment method that has just been added is available as on option in the sales method of choice.  Back Office transactions automatically receive this new payment method as an option.
  1. In Tickets, click Sales Methods
  2. Select Daily, Advance Sales or Group Sales
  3. On the Payment Methods tab, click Add, select this new method
  4. Repeat this process for each sales method that you accept this other payment method


Using Other payment methods in transactions
In order to use the Other payment method in a transaction, you must first select Other as the payment method and then select your custom payment method in the Other method field. 


For Daily Sales:
Select the Other payment  button in Daily Sales and then select the specific Other payment method
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For Advance Sales:
Select the Other payment  button in Advance Sales and then select the specific Other payment method:
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For Back Office Payments:
In the Payment Method field, select Other and then in the Other method field, select the specific other payment method you want to pick:
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If this payment method should NOT be included in the Deposit Process

  1. In Tickets, click Payment methods under Configuration
  2. Click the dropdown arrows next to the new custom payment method
  3. Click Unlink from deposit


Adding the Other payment method to the Deposit Process
Note: If you have chosen to include the other payment method in your deposit process, you will need to set up a deposit template to accept this new payment method. 

  1. In Treasury, click on Review Deposits under Processing
  2. Click the Deposit Templates tab and then click Add
  3. In the Add deposit template window, enter the name of the deposit template. Typically the name includes the revenue source and the payment method
  4. For the Bank account field, select the bank account connected to these Altru transactions
  5. In Revenue Sources select either All Revenue Sources or the Specific revenue source of choice
  6. In the Payment methods field, select Specific payment methods
  7. Click the magnifying glass icon next to Select payment methods
  8. Check the box for the other payment method just created, then click OK. Note: The Other payment methods display at the end of list of payment methods
  9. Click Save


General Ledger Mapping
Note: Required only if you have enabled the Altru General Ledger. 


General Ledger Mapping (For Development Office)

  1. In Financials, click General Ledger Setup
  2. Click Define Transaction Mappings
  3. Click Development Office
  4. On the Payments tab, click Add
  5. Enter the Debit/Credit accounts this other method will use
  6. Select all applications that might use this payment method in the 'Applied to' field
  7. In the payment method drop down, select Other
  8. In the other subtype, select the new method 

General Ledger Mapping (For Ticketing Office) 
  1.  In Financials, click General Ledger Setup
  2. Click Define Transaction Mappings
  3. Click Ticketing Office
  4. On the Payments tab, click Add
  5. Enter the Debit/Credit accounts this other method will use
  6. Select all applications that might use this payment method in the 'Applied to' field
  7. In the payment method drop down, select Other
  8. In the other subtype, select the new method