Search found 89 matches

by wtech_josh
Thu Nov 18, 2021 11:40 pm
Forum: Management and Financials
Topic: Amortized Engine Order
Replies: 10
Views: 12613

Re: Amortized Engine Order

I just finished testing it and it works really well. I was about to publish the update, but at the last second I remembered there's another thing I wanted to stuff into the release for another customer: The ability to add report filters for columns that store their data in "enumerations" (...
by wtech_josh
Thu Nov 18, 2021 11:35 pm
Forum: AutoPay Service
Topic: Monthly draft on a closed loan
Replies: 1
Views: 1405

Re: Monthly draft on a closed loan

The AutoPay system isn’t perfect yet. It’s still in beta, and I’m going to do a complete overhaul once I get the back-end stuff with the bank ironed out. Here’s all the things to consider at the end of a loan with AutoPay in its current form. AutoPay will stop scheduling recurring payments when the ...
by wtech_josh
Thu Nov 18, 2021 11:33 pm
Forum: AutoPay Service
Topic: Monthly draft on a closed loan
Replies: 1
Views: 1405

Monthly draft on a closed loan

I closed out a paid-off loan this month but I see there is still a draft that took place after the loan was closed. What did I do wrong there?
by wtech_josh
Wed Nov 17, 2021 9:33 pm
Forum: Management and Financials
Topic: Amortized Engine Order
Replies: 10
Views: 12613

Re: Amortized Engine Order

Looking at the doc, I agree. I'll add a checkbox, edit the logic in the payment section accordingly, and post back here when I've released an update (sometime tomorrow).
by wtech_josh
Wed Nov 17, 2021 12:58 pm
Forum: Management and Financials
Topic: Amortized Engine Order
Replies: 10
Views: 12613

Re: Amortized Engine Order

Hmmmm... There's a setting to pay regular payment before fees in the Loan Settings, but it'll always pay the escrow due first.

Do I need to add another checkbox to pay regular payment before escrow? Checking both would then put the scheduled P&I ahead of both the escrow and the fees.
by wtech_josh
Mon Nov 08, 2021 10:31 pm
Forum: Management and Financials
Topic: Report of Maturing Loans
Replies: 1
Views: 1341

Re: Report of Maturing Loans

The report column is SummaryOfFinancesRecord:FinalPaymentDate. Add that to the report. If you want to limit the report to only loans that are maturing before the end of the report date range add a filter for FinalPaymentDate LessOrEqual 0: reportfilter.jpg When filtering on a date column, the value ...
by wtech_josh
Mon Nov 08, 2021 10:30 pm
Forum: Management and Financials
Topic: Report of Maturing Loans
Replies: 1
Views: 1341

Report of Maturing Loans

What’s the trick for generating a report that shows loans maturing in 30 days etc.

Thanks
by wtech_josh
Mon Nov 08, 2021 5:36 pm
Forum: Other Options
Topic: A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time
Replies: 2
Views: 2834

Re: A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time

The API allows Moneylender Users to programmatically read and write almost all the data in Moneylender, as well as generate payoff quotes and send statement emails. Things like retrieving account information (to display to a borrower on a website, for example) or adding payments to loans (to update ...
by wtech_josh
Mon Nov 08, 2021 5:36 pm
Forum: Other Options
Topic: A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time
Replies: 2
Views: 2834

A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time

Please explain in details what is the purpose and use of this API addition.?
Does it allow for company website to integrate with Money Lender Pro 3 loan engine? And if so, What is the charge for assistance? I am not quite sure how best to use this feature.