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  • Transfers/Advances

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  1. Click on the view icon  for the advance you want to repay.
  2. Click the  in the Repayments section to create a new repay transaction for that advance. Any previous repayments against the advance will also show in this section.



  3. The amount will default to the remaining amount on the advance. The date will default to the current date. Update the amount and date if needed and enter description of the repayment.
  4. Click on  to post the transaction, click on to not post the transaction and return to the grid
  5. To remove a repayment, click Image Added on the line in the Repayments grid you wish to remove.

Link A Legacy Repay to an Advance

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  1. Click on the view icon  for the advance you want to repay.
  2. Click the  in the Repayments section to link a repay transaction for that advance. Any previous repayments or linked repayments against the advance will also show in this section.



  3. The pop up will include a drop down to select a Legacy Repay to link.



  4. Select the appropriate transaction and click to save or   to close the pop up without saving.
  5. To remove a linked repayment, click Image Added on the line in the Repayments grid you wish to remove.

More Information on Transfers/Advances

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