Servicing configuration

Servicing configuration

• Servicing Configuration

User assignment setup

• User assignment setup
• Changing the default company
• Assigning a user to a company

Batch jobs

• Batch jobs
• View or Close the Fiscal Year
• Definition of Batch Jobs
• Running ad-hoc batch jobs
• Data import

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Company Management

• Company Management
• Create a Company
• Create a Location
• Create a Company Type
• View an Existing Company

Accounting

• Accounting
• Chart of Accounts
• Accounting seed
• Creating a general ledger account
• Search general ledger accounts

Product management

• Product management
• Defining a holiday schedule
• Setting up payment tolerance
• Viewing or editing a lending product
• Assigning a lending product to a company

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Broker Commission

• Broker commission
• A broker account and the levels of hierarchy
• Types of broker commissions
• Configure a broker commission
• Calculating the broker commission

Miscellaneous

• Miscellaneous
• Define a Business Activity
• Set Up the Bank Information
• Define a Business Event