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Interest per transaction switch

  • 1.  Interest per transaction switch

    SILVER CONTRIBUTOR
    Posted Sep 13, 2021 04:25 PM
    Good day everyone

    Does anyone know how I can toggle the interest per transaction switch to No in the second screenshot below?

    Our Collections teams would like the ability to do so when posting interest notes but I am not sure why it is greyed out even for an admin.



    Then



    Thanks

    #FinanceandOperations

    ​​​

    ------------------------------
    Kamar Wilks
    BlueCrest Inc
    Danbury
    ------------------------------


  • 2.  RE: Interest per transaction switch

    SILVER CONTRIBUTOR
    Posted Sep 14, 2021 04:38 PM
    Hi Kamar,

    The interest needs to be edited when it is created not reviewed... If you go into Create Interest note you will see on the right side you can toggle the field. Please note this does not stay this way and needs to be done each time you processed interest notes. Hope this helps



    ------------------------------
    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
    ------------------------------



  • 3.  RE: Interest per transaction switch

    SILVER CONTRIBUTOR
    Posted Sep 15, 2021 02:20 PM
    Thank you, Mara

    It worked!!!

    ------------------------------
    Kamar Wilks
    BlueCrest Inc
    Danbury
    ------------------------------



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