This section outlines how to manage third-party payment beneficiaries and view associated payment details.

Overview

You can add, edit, and view beneficiaries for third-party payments. This feature allows you to maintain a comprehensive list of organizations or individuals to whom payments are made on behalf of your loans.

Accessing Third-Party Payment Setup

To access the Third-Party Payment setup:

1. Navigate to Setup > Loan Related > Payments 3rd Party.

Security

Access to the Third-Party Payment Setup is controlled through the Report Section of your user role, specifically under Setup > Payment 3rd Party Setup.

Managing Beneficiaries

Once on the Payments 3rd Party screen, you have the following options:

Function	Descritpion	Documentation
Add a New Beneficiary	Click the Add a New Beneficiary button to create a new beneficiary entry	Add a Beneficiary
Edit / Change a Beneficiary	To modify an existing beneficiary, click the Edit Beneficiary button next to their entry	Edit a Beneficiary
Print a list of all Beneficiaries	Click the Print button to generate a printable list of all registered beneficiaries	Print Beneficiaries

Viewing Third-Party Payments

The following columns are available when viewing all third-party payments:

• Organization Name: The name of the organization or individual receiving the payment.
• Description: A short description of the beneficiary.
• Contact Person: The primary contact person for the third-party payment.
• Work Telephone Number: The work telephone number for the contact person.
• Bank: The bank where the beneficiary's account is held.
• Bank Account Number: The beneficiary's bank account number.
• Bank Reference: The reference number used for bank transactions.

Returning to the Previous Screen

To go back to the previous screen, click the Back button.