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Showing articles from tracking 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 (non 504 payment processing add-on module) how to: - Link funds already disbursed in the pa…

Payments Adjustment Transaction Types

This article will explain what each _Adjustment_ transaction type can adjust within your borrower's payment account. There are 3 transaction types that are labelled as **Adjustment:** * Total Amount Due * Due Date * Interest Paid to Date ![][1] What does the **Adjustment: Total Amount Due** transaction type c…

Using the Tracking menu > Disbursements

* Where is the Disbursements menu? * The **Disbursements** sub-menu is visible within the **Tracking **menu for all **NON 504 category type **loans in all loan status phases (Open, Prospect, etc.). * What needs to be setup prior to recording disbursements? * In order for you to record disbursements wi…

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