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: * Access the Administration menu located on the upper right portion of…
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 (non 504 payment processing add-on module) how to: - Link funds already disbursed in the pay…
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 Bor…
