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Showing articles from tracking type tag

Using the Tracking > Disbursements menu with Payments+

Before using the Tracking menu > Disbursements with Payments+, please review the KB article **Using the Tracking menu > Disbursements **to learn how the Disbursements menu works. This article will show users that have Payments+ (non504 payment processing add-on module) how to: - Link funds already disbursed in the pa…

Adding Insurance Types

# Users with administration privileges can maintain the list of Insurance types for your Ventures+ site. The Insurance Types will appear within a Funded loan record > **Tracking** > **Insurance** > **Insurance Type** drop down options. **_From Ventures:_** 1. Access the **Administration** menu located on the upper…

Ticklers: Adding a Generic Tickler Template not associated to a specific Tracking Type

Creating a Generic Tickler Template not associated to a specific Tracking Type. This example will have you creating a new Tickler Template for you to use in cases where a specific Tracking Type does not exist. Some examples of when this tickler would be used are as follows: * Track Property Taxes * Sending a Borr…

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