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There are 2 parts of OneCore Setup - From the upper menu section and card sections.

OneCore setup upper menu section

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The posting setting is described here.

  • Guarantee types

The list of Guarantee types used in financing contract. All guarantees which are set up in this section, you can choose during the process of the loan creating. New types are added by button New.

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For more information follow How to work with contract changes.

Non-working days

The system offers you the possibility to setup:

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For more information follow How to set up working days, public holiday.

PostingIf

  • Allow Non-Standard Posting - if turned on, the control of total amount of loan is turn off

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  • Payment Terms Source for Individual Invoices - the possibility to choose whether the individual invoice reflects a payment term from the customer or from the contract

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Posting Cancellation

In this part define the Custom Charge Statement text which will appear on the credit memo.

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This text will then appear on the posted credit memos automatically.

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Closing

Reporting

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For posting drawing of the Loan, the Credit memo feature is used. It must be filled "General Journal Template", "General Journal Batch" and "Temp Receivable Account" as G/L account for clearing..

Follow up:

Dashboard

How to create calculation in general

How to create customer

How to set up posting

How to set up change log