Q: How do I add a new batch type? How do I set up batch types?

A: We have an article covering how to add a batch and set up batch types. Please click here to access it. 

 

 

Q: How do I add Other Fee Types? 

A: A user with Administration credentials should click on the cog/gear wheel icon to access the Administration menu > Reference > Payments > Other Fee Types page and click add. Name your Other Fee Type and give it a description. You can mark active to have them show up on the dropdown menu in the loans Transaction area, or you can mark inactive to have them remain in the administration area but not show up on the drop down menu. When you finish selecting your desired options, click save.

 

 

 

Q: How do I add or edit Rate Indexes? 

A: A user with Administration credentials should click on the cog/gear wheel icon to access the Administration menu > Reference > Loan > Rate Indexes page and click add. If you need to create a custom Rate type, select Rate Index Type “Other” and label the name you want to appear in Payments in the Description field. If you want to edit the name of an existing rate, click on the hyperlink of the rate and edit the description. You can mark active to have them show up on the dropdown menu in the loans Payments area, or you can mark inactive to have them remain in the administration area but not show up. 

 

 

 

 

 

 

If you want to delete a Rate Index, click the X next to the rate type. It will prompt you to select a replacement rate type for all records with the rate type you are trying to delete. Select the replacement and click Delete.

 

 

Q: Can I create my own transaction types?

A: Currently, you cannot create your own transaction types. The Administration menu > Reference > Payments > Transaction Types area will show you a list of transaction types and their descriptions for your reference.