Moneylender Forums

Thank you!

Thank you. I'll watch for it.

Hi josh, I'm running a "Payment Summary" report that I use for bank reconciliation. I run it for the previous calendar month and I have the "primary" field as my date column, which is defined as Payment creation date. But it is not sorting by that column. Any advice? I just need ...

Hi Josh,

Thanks for the detailed explanation. I should have been using the investor Report all along anyway. It's better for tracking amortization.

Thanks,
Mark

Hi Josh,

I have a custom report that includes the field Payment:Amount. Perhaps I'm not selecting the right field for that report?

Thanks,
Mark

Hi Josh, I am originating one loan with two lenders. In Loan Settings I have indicated the appropriate ownership percentage for each lender. I have always run a monthly report for each lender that includes a "Payment Amount". For this loan that entry shows the total payment received alloca...

Hi Josh, Thank you for the thoughtful reply. You speak the truth. I will just toggle that checkbox prior to running the VoM report (I put the reminder to do that right in the title of the report). Here's my longer answer since I appreciate your thought on this question: When I generate a "Verif...

Hi Josh, I figured out why I checked the box "charged but not due" for late fees: When the box is unchecked then "Next Payment Due" is impacted by late fees. When I generate reports (e.g. a Verification of Mortgage) I want the "Next Payment Due" to be net of late fees. ...

Hi Josh, Thanks for those pointers and for jumping on the phone with me to find a solution. You discovered that I had checked the box "Charged but not due" on the Late Fee setting on this loan. You further noted that this setting combined with an earlier waived late fee was interfering wit...

How can I prevent payments from being applied to fees? I received a large payment sufficient for several regular payments and before satisfying all the interest due, Moneylender applied part of the payment to late fees so that the fees were completely satisfied, but a balance due was left for intere...