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Home > Training > Payments > Administration > Payments+ Administration FAQs
Payments+ Administration FAQs
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Q: How do I add a new batch type? How do I set up batch types?

A: User with Administration credentials will go to Administration > Reference > Payments > ACH Batches and click add. Name your ACH Batches, add the relevant information and click save.

 

 


 

Q: How do I add Other Fee Types? 

A: User with Administration credentials will go to Administration > Reference > Payments > Other Fee Types 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: User with Administration credentials will go to Administration > Reference > Payments > Rate Indexes 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 are wanting to delete a Rate Index, you would 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 > Reference > Payments > Transaction Types area will show you a list of transaction types and their descriptions for your reference.

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