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Users click on the cogwheel icon in the top right corner and choose the menu “Finance settings”.
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FieldsSections | Description |
|---|---|
Connection Details | It consists of the connection information required for the integration. |
Income Account Details | ??? |
Other Current Liability Details | ??? |
Handling Fee | In this section, user can setup the way Admin/Handling fee is charged, Fee Type can be:
The display name of Handling Fee and Fee Refund can also be changed. They can be found in Policy Payment Schedule section and in Accounting system. |
Commission Product | Users can change the display name of commission records in this section. The display names can be found in Accounting system. |
Invoice Notes. | |
Commission Product | This setting is reflected in Commission records that are part of Instalment details being sent to Accounting system. |
Invoice Notes | ??? |
Compatibility Settings | ??? |
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Update Credentials
In addition to the above various setup details, users also need to input Credential info. Only correct credential can be accepted-and-saved. The saved details are encrypted.
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