How to delete a pending transaction
If you want to delete a pending transaction, double click in the pending field and right click on the payment you wish to delete.  If the pending transactio...
Fri, 24 May, 2019 at 9:13 AM
How to use an implicit Interest rate
In the add loan screen set the Interest Method to fixed Amortization and check the box for the Custom Payment Schedule.  Navigate to the custom payment tab ...
Tue, 14 May, 2019 at 12:10 PM
CDFI fields are all greyed out
If the loan CDFI fields are grayed out, it is likely that the CDFI fields on the borrower's contact record have not been populated yet.  Click the add b...
Tue, 14 May, 2019 at 12:35 PM
How to create a collection campaign using the grid
To create a collection campaign, first navigate to the campaign builder screen and click on the add button from the ribbon.   Name your campaign ...
Tue, 6 Aug, 2019 at 3:06 PM
Save report to physical location option is unavailable
Saving a report to a physical location is a feature is is only available to licensed users. The checkbox shows when scheduling a stored parameter report in ...
Thu, 16 May, 2019 at 8:00 AM
Negative interest on a fixed amortized loan
A fixed amortized loan will show a negative interest balance whenever a current loan is paid ahead of the next billing's due date.
Thu, 16 May, 2019 at 2:04 PM
How do I not require payment of late fees as part of the payment?
If you wish to change the way a payment is applied to a loan, you can change the payment distribution order in the transaction entry screen. In the distribu...
Fri, 17 May, 2019 at 8:14 AM
How do I create a trace file?
The steps to create a trace file, vary upon if you are using the licensed or hosted version of our software. For hosted users: Click on the file tab and...
Fri, 17 May, 2019 at 8:32 AM
How do I install NLS?
The steps to installing NLS can be found in the attached file.  This is for licensed clients.
Fri, 24 May, 2019 at 9:09 AM
How do I enable Cash Drawer in NLS?
Cash Drawer can be enabled in NLS by going to File > Setup > System Defaults: Change current value from "Disabled" to "Enabled...
Fri, 17 May, 2019 at 5:30 PM