option ...UPDATE!
Preferences Charge Batch
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. | Create Account / Person Information Tab |
| Charge Batch | To create a new charge batch. | Creating Charge Batches |
| Payment Batch | To create a new payment batch. | |
| Person | To create a new person record. | |
| Organization | To create a guarantor organization. | |
| Small Balance Writeoff | To post a small balance writeoff to AR. |
| Panel | |||||||
|---|---|---|---|---|---|---|---|
|
Creating Payment Batch
Creating Person
Creating Organization
Creating Small Business Writeoff