How to Set Up a Client

How to Set Up a Client


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    • Client Setup Quick Reference

      Key items to know in advance of setting up clients in the DAKCS system Commission – When setting up commission the key things that you need to know are: Do you split commission of interest and other charges? If so, is commission split on all active ...
    • Set up Collector and User Flowchart

    • How to add Client Auxiliary screens

      To add a new client auxiliary screen, use the menu to navigate to Main Menu> 13. MAINTAIN CLIENTS> 13. DEFINE AUXILIARY SCREENS BY CLIENT. On this screen, you can manage the auxiliary screens available for each client.
    • What does it take for an account to Credit Report?

      Credit flag must be ‘R’ Status code must not be in the exception table (Main Menu> Bureau Services> Reporting Metro 2 Format> Maintain Stats Code Exception Table) A check mark indicates that the selected status code is blocked. Debtor’s state must ...
    • Beyond: Client Setup