Search found 105 matches

by wtech_josh
Sat Aug 10, 2024 4:15 am
Forum: Management and Financials
Topic: Sorting a "Payment Summary" report by date
Replies: 5
Views: 41176

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.
by wtech_josh
Wed Jun 05, 2024 8:17 pm
Forum: Management and Financials
Topic: Sorting a "Payment Summary" report by date
Replies: 5
Views: 41176

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. 8-) Probably a couple weeks since I just did two updates in the last week or two.
by wtech_josh
Wed Jun 05, 2024 12:46 pm
Forum: Management and Financials
Topic: Sorting a "Payment Summary" report by date
Replies: 5
Views: 41176

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...
by wtech_josh
Wed Apr 17, 2024 5:12 pm
Forum: Installation / Portfolio Setup
Topic: Error Message: Invalid Class
Replies: 2
Views: 143708

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.
by wtech_josh
Sun Mar 10, 2024 7:03 pm
Forum: Statements and Servicing
Topic: Funds committed report
Replies: 1
Views: 36133

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...
by wtech_josh
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...
by wtech_josh
Sun Mar 10, 2024 1:51 pm
Forum: Statements and Servicing
Topic: BorrowerFormattedName
Replies: 1
Views: 10928

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 > "...
by wtech_josh
Fri Oct 13, 2023 4:59 pm
Forum: Other Options
Topic: Sue Experian?
Replies: 1
Views: 50845

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...
by wtech_josh
Fri Sep 22, 2023 2:13 pm
Forum: AutoPay Service
Topic: Pending vs Processing
Replies: 2
Views: 154755

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...
by wtech_josh
Wed Jun 21, 2023 8:51 pm
Forum: Configuring Loans
Topic: Multiple lenders on a loan
Replies: 4
Views: 153099

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...