** Additional to bulletin

 

Write Off Reasons

Module: bond

Stakeholders: HR/Training, Operations

 

The waive button has been changed to ‘Write Off’. If you would like to write off a payment click write-off and a pop up box will open and ask for a ‘Write Off Reason’.

 

The following reasons are available to choose from:

• Goodwill

• Cannot contact the client (cannot collect)
• Broker error
• System error
• Invalid payment (credit card/bank account bounced)

 

Once submitted, an activity will be created.

 

Manually Paid Transaction Information

Module: bond

Stakeholders: HR/Training, Operations

 

The paid button will now display a pop up asking for the payment type etc. An activity will then be generated that the payment has been marked paid with the payment information.

 

Please note the Admin module is only accessible by a user with Digital Champion (or higher) permissions. I am currently in the process of finalizing the training documents and training video for the admin module and will reach out to the Digital Champions with this accordingly. In the meantime, there should be no disruption to your workflows etc.