Bulk Minimum Payments Update in SCollect (SMax)

Modified on Wed, 10 Apr 2024 at 10:21 AM

In SCollect, there is an option to update minimum payments in bulk. Please see below for the instructions:


****There are TWO minimum payment settings, minimumpayment and minimumonetimepayment, both need to be updated separately****


  1. Select the accounts in the list analysis screen; Select the accounts you want to update and then click update fields:
    image.png


     
  2.  Fill out your update form like this. You need to do this twice, once for minimumpayment and once for minimumonetimepayment

    image.png 

  3. Once run update is selected, the program will update the field selected for the accounts that are selected in the Datagrid on the list analysis form. 

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