Chapter 4_CINCH 18.56 Savings and Loan

This chapter describes miscellaneous enhancements made to CINCH Savings and Loan.
This chapter contains the following sections:

• Changes to Savings Account Maintenance

• Changes to Loan Account Maintenance

Changes to Savings Account Maintenance
Tax and address information will now be updated automatically on all savings account numbers based on the selected Vendor. Previously, tax and address information, upon initial setup, defaulted from the selected Vendor but did not update if the Vendor's information was updated in GP. (CIN-6556).

1. Open the Savings Account Maintenance window.

(Cards >> Savings >> Account Maintenance)

1. Tax Name previously defaulted the Vendor's name. It will now default the Vendor's check name. If the Vendor's check name is updated in GP all savings accounts, Tax Names, attached to the Vendor will be updated automatically.

Note: Accounts created prior to this release will not update the Tax Name to the check name until the Vendor's check name is updated.

1. Tax ID Number, defaults from the Vendor's Tax ID. If the Vendor's Tax ID is updated in GP all savings accounts, Tax IDs, attached to the Vendor will be updated.

2. Tax ID Number dropdown has been removed.

3. Address Code & Lookup has been added and will default to the Primary Address ID attached to the selected Vendor but can be changed at any time. Address Code lookup opens up the Vendor Address Lookup window.

4. Address 1, Address 2, City, Sate, Zip Code are based on the selected Address Code. If an Address Code is updated in GP all savings accounts, address information, attached to the Vendor and Address Code will be updated automatically.

Changes to Loan Account Maintenance
Tax and address information will now be updated automatically on all loan account numbers based on the selected Vendor. Previously, tax and address information, upon initial setup, defaulted from the selected Vendor but did not update if the Vendor's information was updated in GP. (CIN-6556).

1. Open the Loan Account Maintenance window.

(Cards >> Loan >> Account Maintenance)

1. Tax Name previously defaulted the Vendor's name. It will now default the Vendor's check name. If the Vendor's check name is updated in GP all loan accounts, Tax Names, attached to the Vendor will be updated automatically.

Note: Accounts created prior to this release will not update the Tax Name to the check name until the Vendor's check name is updated.

1. Tax ID Number, defaults from the Vendor's Tax ID. If the Vendor's Tax ID is updated in GP all loan accounts, Tax IDs, attached to the Vendor will be updated.

2. Tax ID Number dropdown has been removed.

3. Address Code & Lookup has been added and will default to the Primary Address ID attached to the selected Vendor but can be changed at any time. Address Code lookup opens up the Vendor Address Lookup window.

4. Address 1, Address 2, City, Sate, Zip Code are based on the selected Address Code. If an Address Code is updated in GP all loan accounts, address information attached to the Vendor and Address Code will be updated automatically.