Search found 105 matches
- Sat Aug 10, 2024 4:15 am
- Forum: Management and Financials
- Topic: Sorting a "Payment Summary" report by date
- Replies: 5
- Views: 41179
Re: Sorting a "Payment Summary" report by date
Just a couple short weeks later and I finally released an update to Moneylender. Version 229 includes, among a few other things, the fix for sorting on Payment Summary reports.
- Wed Jun 05, 2024 8:17 pm
- Forum: Management and Financials
- Topic: Sorting a "Payment Summary" report by date
- Replies: 5
- Views: 41179
Re: Sorting a "Payment Summary" report by date
I tagged this post on my to-do list, and I'll post a follow up comment when the update goes live. Probably a couple weeks since I just did two updates in the last week or two.
- Wed Jun 05, 2024 12:46 pm
- Forum: Management and Financials
- Topic: Sorting a "Payment Summary" report by date
- Replies: 5
- Views: 41179
Re: Sorting a "Payment Summary" report by date
Hey Mark, Indeed! There was no sorting mechanic in the Payment Summary report engine. I added it so it'll sort properly with the next update (it'll be version 3.0.229). Also, Creation Date is a timestamp of when you first create the payment in Moneylender, not the date you set for the payment - that...
- Wed Apr 17, 2024 5:12 pm
- Forum: Installation / Portfolio Setup
- Topic: Error Message: Invalid Class
- Replies: 2
- Views: 143710
Re: Error Message: Invalid Class
Fix that seems to work:
In elevated command prompt:
net stop winmgmt /y
Winmgmt /resetrepository
Those two commands should rebuild the repository that's causing the Invalid Class message.
In elevated command prompt:
net stop winmgmt /y
Winmgmt /resetrepository
Those two commands should rebuild the repository that's causing the Invalid Class message.
- Sun Mar 10, 2024 7:03 pm
- Forum: Statements and Servicing
- Topic: Funds committed report
- Replies: 1
- Views: 36136
Re: Funds committed report
There's a Loan:AvailableCredit column you can use for the amount of funds committed but not currently used for a loan. Since this is a Loan value and not a SummaryOfFinancesRecord value, it will always reflect the current state of the loan and ignore the report's date ranges. Principal Disbursed sho...
- Sun Mar 10, 2024 2:50 pm
- Forum: Statements and Servicing
- Topic: email multiple reports to borrower
- Replies: 1
- Views: 10836
Re: email multiple reports to borrower
Happily, someone with 10,000s of loans, often with dozens to the same borrower wanted this exact thing and paid to have a mechanic added to Moneylender to allow the creation of consolidated statement reports. If you want to only send two statements to one borrower, then just send two emails. The mec...
- Sun Mar 10, 2024 1:51 pm
- Forum: Statements and Servicing
- Topic: BorrowerFormattedName
- Replies: 1
- Views: 10929
Re: BorrowerFormattedName
BorrowerFormattedName will either be the name or the company. If there's only a company, no first and last, then the company is displayed. If there's a name and no company, then the name is displayed. If both are present, there's a checkbox on the Portfolio > Portfolio Settings > General tab > "...
- Fri Oct 13, 2023 4:59 pm
- Forum: Other Options
- Topic: Sue Experian?
- Replies: 1
- Views: 50846
Re: Sue Experian?
First, a disclaimer - this is a forum for people to get help with servicing loans using Moneylender Professional. So most of the discussion is intended for the lender's point of view. Also, nothing stated here is legal advice, nor likely to be accurate. I have only a glancing familiarity with credit...
- Fri Sep 22, 2023 2:13 pm
- Forum: AutoPay Service
- Topic: Pending vs Processing
- Replies: 2
- Views: 154757
Re: Pending vs Processing
Now that the ACH itself is performed by Actum Processing, there are a few new details. First, you can see the history of events for each payment by logging into your account on the store and clicking AutoPay Payments. Processing payments will show the expected date when they should be released. If y...
- Wed Jun 21, 2023 8:51 pm
- Forum: Configuring Loans
- Topic: Multiple lenders on a loan
- Replies: 4
- Views: 153101
Re: Multiple lenders on a loan
The Financial Summary report type is the only one that'll support generating fractional ownership numbers. There isn't a way to show a list of payments and have that list split by lender. In large part, it's because payments are a type of setting as far as the loan calculation engine is concerned. T...