Search found 38 matches

by wtech_josh
Wed Sep 02, 2020 12:53 pm
Forum: Installation / Portfolio Setup
Topic: Setting the currency to Pounds, Euros, Pesos, etc.
Replies: 0
Views: 108

Setting the currency to Pounds, Euros, Pesos, etc.

The currency symbol is store in the Portfolio Settings. You can find the mechanisms for displaying currency amounts on the Portfolio > Portfolio Settings > Numbers tab. Change the currency symbol, alignment and decimal separator as needed to make money appear how you want it.
by wtech_josh
Tue Jul 21, 2020 2:52 pm
Forum: Management and Financials
Topic: Report column widths
Replies: 1
Views: 506

Re: Report column widths

When printing it's points – 96 per inch. There’s a ¼” (24 point) margin on the left edge of the report table. If printed to an 8.5” wide sheet, having combined column widths that total up to 768 should essentially fill the page and have the report be centered with ¼” on both sides. On the preview sc...
by wtech_josh
Tue Jul 21, 2020 2:49 pm
Forum: Management and Financials
Topic: Report column widths
Replies: 1
Views: 506

Report column widths

When sizing “width” columns in a report, what are the values based on? If I want to customize them.
by wtech_josh
Wed Jul 08, 2020 3:11 pm
Forum: Configuring Loans
Topic: Set up a loan with an construction escrow account...
Replies: 1
Views: 526

Re: Set up a loan with an construction escrow account...

You’ve got a few ways you might tackle it. Probably the easiest – set the interest to a Fixed Currency Amount. If you know the monthly interest on $296,000 is, say, $500/month, you can set the interest rate to 500 and set the rate type to Fixed Currency Amount. mlp-fixed-currency-interest.png Whenev...
by wtech_josh
Wed Jul 08, 2020 3:08 pm
Forum: Configuring Loans
Topic: Set up a loan with an construction escrow account...
Replies: 1
Views: 526

Set up a loan with an construction escrow account...

I’m wondering if you would advise me on the best way to set up a loan with an construction escrow account. The borrower pays interest on the full loan amount, however, $32000 was withheld at closing to be dispersed as the project is completed. There is not a set draw schedule, rather the amounts are...
by wtech_josh
Wed Jul 08, 2020 2:22 pm
Forum: Statements and Servicing
Topic: E-mail Notices 10 out of 11 failed
Replies: 1
Views: 534

Re: E-mail Notices 10 out of 11 failed

Your mail server rejected the messages. Try sending them one at a time. Maybe there’s some kind of throttling on how many emails you can send per hour or per day or something. Mail service providers put rate limits on emails (especially free accounts) to help prevent the spread of viruses and spam. ...
by wtech_josh
Wed Jul 08, 2020 2:08 pm
Forum: Statements and Servicing
Topic: E-mail Notices 10 out of 11 failed
Replies: 1
Views: 534

E-mail Notices 10 out of 11 failed

mlp-emails-failed.png
mlp-emails-failed.png (46.55 KiB) Viewed 534 times
by wtech_josh
Wed Jul 08, 2020 2:04 pm
Forum: Management and Financials
Topic: Report for cash or short-term loan receivable (one year projection)...
Replies: 3
Views: 738

Re: Report for cash or short-term loan receivable one year projection...

Oh, ok. So change the amount due column - make the column value be “amount due -minus- fees outstanding” and then the other formulas in the screenshots from my earlier reply work just fine. That way, your projection for the next year shows the total that becomes due, less the assumed late fees when ...
by wtech_josh
Wed Jul 08, 2020 2:03 pm
Forum: Management and Financials
Topic: Report for cash or short-term loan receivable (one year projection)...
Replies: 3
Views: 738

Re: Report for cash or short-term loan receivable...

The report works well, but look like we should not include the outstanding fees. If we do, it will calculate $10*11 mos of pmt behind. Please advise.
by wtech_josh
Wed Jul 08, 2020 2:02 pm
Forum: Management and Financials
Topic: Report for cash or short-term loan receivable (one year projection)...
Replies: 3
Views: 738

Re: Report for cash or short-term loan receivable...

The interest is the amount of earned, unpaid interest on the loan, and then the principal is the total due minus the interest. You can set up column values like: mlp-report-column1.jpg And subtract the fees, interest and escrow due from the total amount due. What’s left it the amount that would pay ...