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Published by Scroll Versions from this space and version 4.6
The New option in the File menu provides options for creating new objects in Connect.
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Menu Option | Description | Additional Details |
|---|---|---|
| Account | To create a new guarantor account |
| 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 | |||||||
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Field DefinitionsCreate Account / Person Information Tab Create Account / Insurance Tab Create Person / Person Information Tab Step-By-Step Guides |
Search this documentation
| Livesearch | ||
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