Chris Ilias
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Activity overview
Latest activity by Chris Ilias-
Chris Ilias created an article,
How to edit your profile
Open the Profile menu and choose User DetailsClick Edit Details, then click OKEdit your user detailsEnter your passwordClick Save NOTE: Fields marked with a red asterisk (*) are mandatory; they ca...
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Chris Ilias created an article,
How to close/release a guarantee
Note: When closing a guarantee, the amount will not change. If you'd like to set the amount to zero, create a reduction before closing the guarantee. For instructions, see How to create a reducti...
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Chris Ilias created an article,
How to use correspondence
The Bank Correspondence tab is where you can leave notes on the transaction for the corporate to see, as well as view a log of all changes to the guarantee.Go to Menu > Guarantee ListClick on the g...
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Chris Ilias created an article,
How to see transaction history
If you'd like a log of what changes were made by whom and when, do the following: Go to Menu > Guarantee ListClick on the guaranteeGo to the Internal Correspondence tabScroll to the Transaction Act...
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Chris Ilias created an article,
How to create a claim
Go to Menu > Guarantee ListClick on the guaranteeClick Create ClaimClick on the calendar icon beside Claim or Request Date (31C) to pick the claim or request date.Beside Amount Claimed (34D), set t...
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Chris Ilias created an article,
How to create a reduction
Go to Menu > Guarantee ListClick on the guaranteeClick Create Reduction Beside Amount Reduced or Released (33B), set the amount you'd like to reduce the guarantee bySet Reason for Reduction/Release...
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Chris Ilias created an article,
How to create an extend-or-pay
Go to Menu > Guarantee ListClick on the guaranteeClick Create Extend-or-PayClick on the calendar icon beside Claim or Request Date (31C) to pick the claim or request date.Click on the calendar icon...
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Chris Ilias created an article,
How to read and issue amendments
Go to Menu > Amendment ListClick on the amendmentThe current transaction data will be on the left side of the page. Changes proposed by the amendment will be displayed along the right side under Ne...
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Chris Ilias created an article,
How to update the undertaking number
After a guarantee has been issued, you can update the undertaking number without using an amendment.Go to Menu > Guarantee ListClick on the guaranteeClick More > Update Undertaking Number A pop-up ...
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Chris Ilias created an article,
How to edit issuance
Go to Menu > Guarantee List Click on the guarantee Click Edit Issuance Edit the information, then click Save