FAQ

How to set the Date of Death for a contact
Right click in the Date of Birth field for the option to set the Date of Death field for a contact record.
Mon, 18 Mar, 2019 at 6:42 AM
How to view previously generated NACHA/METRO2/CC/e-transfer files
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
How to change the Tab order for UDFs
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
How to generate a Metro2 file
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
How to void a loan
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
How to disable Delivery Point Verification on a contact
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
How to query loans that do not have certain status codes
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
why do some fields have red triangles in the top left corner?
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
How to enable prenotifications for ACH
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
How to enable employer fields on addressbook relationship
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