How to Manually add Remittances

How to Manually add Remittances

Use the New Remittance Record screen to add the remittance manually
1. Click Remittances from the toolbar on the Investor Accounting screen. The Remittance Detail screen appears.
2. Clink New.
3. Select the Investor ID you want to add a remittance for from the drop-down list in the Investor ID field. 
4. Enter the Remittance Date in the Remit Date field.
5. Click OK. The Remittance Detail screen reappears and adds the new remittance to the remittance list box
6. Enter information about the new remittance in the Other Options and Remittance sections of the Remittances Detail screen.
7. Click Close. Servicing Director saves information and the investor accounting screen reappears.

ArticleNumber:

000048605

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