FAQ
Enter setup and go into loan defaults. Find Transaction Entry Batches and set the current value to Prompt for Batch. Click ok and restart, then navigate t...
Sat, 16 Mar, 2019 at 8:53 PM
Right click in a UDF field and select Edit Screen Layout. When the UDFs populate with their UDF numbers, right click in a UDF again and select tab order. Y...
Sat, 16 Mar, 2019 at 9:32 PM
Navigate to the transaction screen from the processing icon in the shortcut bar. Click on the credit bureau icon on the ribbon. Enter a Batch Reference and...
Sat, 16 Mar, 2019 at 10:08 PM
Navigate to the loan you wish to void. Click on the void loan icon in the ribbon. click OK to confirm you wish to void this loan. Please note that only loa...
Fri, 24 May, 2019 at 10:16 AM
If you wish to disable Delivery Point Verification on a contact, click on the address button to the left of the address field. Place a check mark in the bo...
Sat, 16 Mar, 2019 at 10:22 PM
If you wish to query loans that do not have a certain status, you can select the status code to be omitted from the query by clicking the box next to the st...
Sun, 17 Mar, 2019 at 5:52 AM
Fields with a red triangle in the top left corner can be clicked to see a detailed view.
Sun, 17 Mar, 2019 at 6:11 AM
A prenotification is a non monetary ACH that is sent to validate the routing number and account number of the receiving bank or credit union. Prenotific...
Fri, 24 May, 2019 at 10:08 AM
In order to enable the employer fields for and addressbook relationship, you must first have a relationship configured with Employer selected in the type dr...
Wed, 29 May, 2019 at 7:25 AM
- Available Credit can be refilled. As long as the payments are made back, the credit becomes available again. - Available to Draw will never decrease. It...
Mon, 15 Apr, 2019 at 11:40 AM