Waiver Function - Create Scenarios

Scenario 1: Waive Fees or Charges and Advances

Details

Step 1

From the Tree Menu, search for the Waiver function, and then click once on it.

Step 2

By default, system will open up the Account Information panel without any data.

Step 3

Proceed to input value for the search criteria field located at Account Information panel, and then click once on a relevant search criterion button.

Step 4

System will retrieve records of existing account and displayed accordingly at the Accounts Search pop-up window.

Step 5

Double-click on an existing account at the Accounts Search pop-up window.

Step 6

The information of the selected account record of will be displayed.

Step 7

Proceed to input value at each relevant fields at 'Waiver' panel.

Step 8

Click once on the Save button. Upon confirmation on data saving, system will capture and save data inputted.

Note: Click once on the Cancel button, to discard all updates made.