Access to Digit

To be able to access Digit a member of the SchemeServe team will enable it for you, a user must then have a permission level of “Power User” to be able to access the module. See permission levels here.

Once the user has been set up, you can then give permission to Digit within the user's settings on the second tab named “Accounting”. Here you can enabled accounting access.

Tolerance 

Tolerance limits can be set at site level, scheme level and user level:

• Site level - Head to settings and into the accounting tab. Here you can decide what the global maximum tolerance limit is.
• Scheme level - Head to admin and into schemes. Enter the specific scheme you want to set  limit for. Under the accounting tab you will find where you can set the maximum tolerance limit for this scheme.
• User level - In each individual user profile, the second tab named “Accounting” will allow you set individual tolerance limits for that specific user.

Note* Unless site level has been set, the others will be invalid. 

Schemes

Schemes need to be enabled for using Digit as they are not automatically provided access to the accounting module. Head to your scheme settings and into the accounting tab. The first check box needs selected to enable accounting for this scheme:

Sites

In Site Settings → Accounting, you can configure global defaults:

• Payment Write-Off Currency Tolerance Limits
  Set per currency (e.g. GBP £5.00)

Insurers Payable timing

Examples:

• When premium on cover
• When premium paid

Commission Withdrawal timing

Examples:

• When premium received
• When paid to insurer

These settings apply to all schemes and users unless overridden at a lower level.

Summary

• Power User is the minimum required role.
• Accounting access is enabled per user.
• Tolerance limits can be defined at site, scheme, or user level.
• Scheme settings control payment flow and adjustment behaviour.
• Site settings define global accounting defaults.