"Loan Manager" by Genawise: FAQs

I cannot log into the system as I do not have a logonID or a password.

• The program has inbuilt security to prevent un-authorized access to sensitive data. As distributed in the Demo version there are two logon ids;- admin1 and admin2 . The password for each of these is 'zzzzzzzz' (8 Zeds). Upper/lower case is not important for these settings.
• If all your system Admin level users lose or forget their passwords, we can supply you with a special temporary ID to get going again with the system. We would need to validate the request before we provide the special temporary logon detail.

OK, I'm in but what next?

The best sequence for loading details needed for your accounts is:-

• set up the details for your lending company
• set up the account type(s) you may need
• load details of your clients
• insert your accounts
• add transactions to those accounts

What settings should we use for our Account Type?

You should carefully study each Loan Agreement and determine:-

• Frequency of interest charging (Weekly, Monthly, Quarterly, Halfyearly or Yearly)
• The anniversary of each charge ( day of month for Monthly or MonthDay of the starting period for other frequencies. Quarterly on the last days of March, June, Sept and Dec would be loaded as 0331).

If you have any trouble setting these details, email our support desk at supportLMS   AT   genawise.com.au We shall then advise where you may fax a copy of the loan agreement and then we will advise you the optimum settings.

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