Setup & Configurations
Legal Entity
Configurations
Overview
Navigate to the Setup menu in MAXMONEY.
The Legal Entity Configurations section within the Setup
menu in MaxMoney provides access to various settings and configurations specific
to the legal entity. The following sub-sections are included:
Section
Navigation
Documentation
Accounting
Navigate to Setup >
Accounting
Accounting
Bank Accounts
Navigate to Setup >
Bank Accounts
Bank Accounts
Branches
Navigate to Setup >
Branches
Branches
Cash Up Reason
Navigate to Setup >
Cash Up Reason
Cash Up Reason
Clients
Navigate to Setup >
Clients (General)
Clients
Debt Collection
Navigate to Setup >
Debt Collection
Debt Collecting
Documents
Navigate to Setup >
Documents
Documents
Employer
Classifications
Navigate to Setup >
Employer Classification
Employer Classifications
FIC (AML)
Navigate to Setup >
FIC
FIC (AML)
File Layouts
Navigate to Setup >
File Layouts
File Layouts
General
Navigate to Setup >
General
General
Geographical
Navigate to Setup >
Geographical
Geographical
Global Loan Protection (Credit
Insurance
)
Navigate to Setup >
Global Loan Protection
Credit Insurance (GLP)
Legal
Navigate to Setup >
Legal
Legal
Letters
Navigate to Setup >
Letters
Letters
Loan Related
Navigate to Setup >
Loan Related
Loan Related
Marketing Info
Navigate to Setup >
Marketing Info
Marketing Info
MAXAVR (Account
Verification )
Navigate to Setup >
MaxAVR
Account Verification
MAXCHAT (Messaging )
Navigate to Setup >
MAXCHAT
Messaging
MAXCOLLECT (Payment
Collection )
Navigate to Setup >
MaxCollect
Payment Collection
MAXCONSUMER (Credit
Reports )
Navigate to Setup >
MaxConsumer
Credit Reports
MAXMEDIA (Client Photo )
Navigate to Setup >
MAXMEDIA
Photo
MAXSMS
Navigate to Setup >
MAXSMS
SMS
MAXMAIL (Email
)
Navigate to Setup >
MAXMAIL
Email
MAXUP (Value-Added Product / Funeral
Insurance)
Navigate to Setup >
MAXUP
Value-Added Product
Payout Process
Scheduling
Navigate to Setup >
Payout Process Scheduling
Payout Process
Scheduling
Reporting
Navigate to Setup >
Reporting
Reporting
Salespeople
Navigate to Setup >
Sales People
Salespeople
Security
Navigate to Setup >
Security
Security