Payments Actions Menu > History menu
When processing actions in bulk within Payments, you will be able to view a history of bulk actions performed. This history record shows what user initiated the action, when the action was performed, and the results of the processed bulk action. This is a great auditing tool if you need to research an issue or if you …
Bulk Actions: Using Apply Payments
Using Apply Payments # This action is intended for posting payments in bulk for loans on ACH. You can only post a Regular Payment amount or the Total Amount Due amount. This is designated in the Payments > Billing > ACH Billing Method field for each loan. If nothing is selected, the system will default to posting th…
