Rebate Processing – Recommended Procedures

BackgroundAccounts with Elements setup with rebates on them will be automatically rebated when using the individual Account Close wizard.The screen below shows an Element setup with a rebate, as per Admin, Elements, “Credit/ Rebates” page:An Account with...

Optimising Account Processes

One of the most time consuming operations within finPOWER Connect is Account Processes.Of course, for most Users, this is not really of any consequence. However, for Finance Companies with tens of thousands of Accounts, the time Account Processes takes may become more...