This section outlines how to set up and manage letters within the MaxMoney system, including user permissions, letter configuration, and merge fields.

1 Resources

Users require specific security resources to access and utilize the letter functionalities. These resources are assigned under MaxMoney > Setups > Security > Roles.

For users who need to use individual letters:

• View Letters - Certificate of Balance
• View Letters - Client Detail
• View Letters - Final Payment Letter
• View Letters Menu
• View Letters - Own Letters
• View Letters - Personalized Statement
• View Letters - Settlement Letter
• Print & Reprint a Letter of Demand
• Print & Reprint a Letters: Certificate of Balance
• Print & Reprint a Letters: Client Detail
• Print & Reprint a Letters: Final Payment Letter
• Print & Reprint a Letters: Own Letters
• Print & Reprint a Letters: Personalised Statement
• Print & Reprint a Letters: Settlement Letter
• Letter of Demand

For users who need to generate letters in batches:

• Processing: Client Letter of Balance
• Processing: Client Letter of Demand per Loan

For users who handle document setup:

• Manage Letters

2 Letter Setup

To set up and edit letters, follow these steps:

1. Watch the Video Tutorial: For a visual guide, you can watch the video tutorial here.
2. Navigate to Setups - Letters.
3. Select a letter from the list to view or edit its content.

3 Letter Merge Fields

Merge fields, also known as "tokens," can be inserted into letter documents to automatically pull specific values from the system. These fields are organized into groups for ease of use.

The primary group for letters is Settlement. Below are the available merge fields within this group:

• Change: Displays the value of the change owed to the client, as shown on the client summary page.
• Client Debtors Amount: Represents the sum of transaction amounts for the client as of the selected Selected Debtors Balance Date.
• Client Total Outstanding Loan Amount: Shows the total outstanding amount across all of the client's loans.
• Client Total Settlement Amount: Displays the total settlement amount for all outstanding loans of the client as of the Selected Settlement Date.
• Date Today: Inserts the current date.
• Date today plus 30 days: Inserts today's date plus 30 days.
• Date today plus 7 days: Inserts today's date plus 7 days.
• Last payment date: Displays the most recent date a payment was received.
• Loan current total amount received: Shows the total amount received on the specific loan.
• Loan in default interest amount and service fee: Represents the charges (excluding VAT) on the loan due to arrears or late payments.
• Loan in default interest amount and total service fee: Represents the charges (including VAT) on the loan due to arrears or late payments.
• Loan transaction balance: Shows the sum of transaction amounts on the specific loan.
• Non-loan debits: Displays the current outstanding debit amounts for the client that are not loan-related, as shown on the client summary page.
• Selected debtors balance date: The date chosen for the client's certificate of balance letter.
• Selected settlement amount: The settlement amount for the specific loan as of the Selected Settlement Date.
• Selected settlement date: The date chosen for the settlement letter.
• Creditor signature: Inserts the creditor's plain signature: {%Plain Credit Provider Signature%}
• Debtor signature: Inserts the borrower's plain signature: {%Plain Borrower Signature%}