Transactions on My Docs

Cash (Soft) Liens

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Cash (Soft) Liens supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Payments

Tue, 13 Oct 2020 15:21:01 +0200

Creating and Processing Payments

Creating and processing PartnerPayments (and PartnerReceipts) is an activity that can be initiated from CRM > Transactions > Payments as shown in Fig 1a or Finance > PartnerTransactions > Payments as shown in Fig 1b.

Receipts

Tue, 13 Oct 2020 15:21:01 +0200

What can receipts do for you ?

Reciept stands for the money recieved from a customer in to your in-house account (your company account). The reciept feature provides the ability for relationship managers to manage and execute instructions from customers who want to deposit money in to their account, in order to be used for various purposes, such as purchasing equity or shares, trustfund investments and more. The relationship manager can keep track of the receipts of payment made by customers into in-house (your company) account and every other necessary information to asertain that a payment was truly made by a customer before any further instructions in regards to how the funds should be used, is being executed.

Profile Transfers

Tue, 13 Oct 2020 15:21:01 +0200

Partner Transfers

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Partner Transfers supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Cash Swaps

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Cash Swaps supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.