The New option in the File menu provides options for creating new objects in Connect.
Menu Option | Description | Additional Details | |||
|---|---|---|---|---|---|
| Account | To create a new guarantor account/person. | Create Account / Person Information Tab | |||
| Charge Batch | To create a new charge batch. | ||||
| Payment Batch | To create a new payment batch. | ||||
| Person | To create a new person record. | Person | |||
| Organization | To create a guarantor organization. | ||||
| Small Balance Writeoff | To post a small balance writeoff to AR. | Posting Small Balance Writeoff |
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
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Field DefinitionsCreate Account / Person Information Tab Create Account / Insurance Tab Create Person / Person Information Tab Step-By-Step GuidesReactivating Inactive Insurance Creating Posting Small Business Balance Writeoff |