Chris Ilias
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Recent activity by Chris Ilias-
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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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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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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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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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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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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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...