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41 - Management Tab - Setup - Fees and Charges
Procedural Note 41 Management Tab – Setup – Fees and Charges 1. If you press “inactive” the system will show an extra collum on the fees and charges page showing a consolidated list of fees and charges regardless of their status (active or inactive). ...
35 - Transaction - Update Periodic Charges
Procedural Note 35 Management Tab – Transactions – Update Periodic Charges Updating your Periodic charges will apply these standard monthly charges to the owners account to ensure they are accounted for prior to disbursement. For this go to ...
Charges
Coming soon...
28 - Management Tab - Transactions - Charges
Procedural Note 28 Management Tab – Transactions – Charges Here, you can edit or add new charges. 1. To amend a record, select the period and then double click on the record you wish to update. To add a new charge, press + Add Record. 2. Upon double ...
Release Charges
Coming soon...