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.

• Beyond: Client Setup

• How to Set Up a Collector