Preview unavailable

Welcome!

• Welcome to FinConnect 101

• Video speed & screen size

Open the FinConnect database

• Open the FinConnect database

Navigate like a pro

• Orientation

• Quick Search

• Add Shortcuts to the Task Pane

• What type of Form am I on?

• History of recently viewed items

• Blue quick links are gold

• Drill down using 3 dots...

• Column Chooser

Client form

• Overview of Client menu

• Display an existing Client record

• Add a new Client record

• Edit an existing Client record

• Update a Client address or Contact Details

• Drag and drop Files

• Perform an Action

Account form

• Overview of Account menu

• Display an existing Account record

• Add a new Account record

• Edit an existing Account record

• Edit existing Security

• Create Disbursements

• Account Workflows

• Drag and drop Files

• Account Communication - Logs, Letters, Emails & SMS

• Create a Settlement Quote

• Close an Account

• Restructure an Account

• Suspension

Security Statement form

• Overview of Security Statement menu

• Display an existing Security Statement

• Add Security

• Replace or Defunct Security

• PPSR updates

Payments

• Receipt a Manual Payment

• Reverse a Payment

• Transfer a Payment

• Issue a Refund

• Edit Payment Details

• Stop Direct Debits

• Payment arrangement - change pay frequency, payment date or amount

• Payment arrangement - collect arrears

• Payment arrangement - overriding Payments

• Suspense Items Account

Transactions

• Import Bank Transactions

• Bank Entry

• Transaction Entry

• Process Direct Debits

• Export Bank Transactions

• Direct Debit Batch - Identifying Errors

Processes

• Run Account Processes

• Publish Documents

Task Manager

• Task Manager

Reporting

• Loan Trial Balance

User Security

• Create a new User

• Create a user Role

Entities

• Open/Close the Calendar/Transaction Dates

External Parties

• Create a new External Party

Update your License

• Update your License