| Welcome
to Cash Advance Pro's general questions & answers section.
These questions
& answers came from customers like you. We hope you find
them helpful & informative. |
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Q. |
How do
you add background or foreground color to the browse tables?
(Example: You may want to have delinquent customers records
be red so they stand out on browse tables). New feature in
Version 5.1. |
A. |
Click
on Edit - Customers. Open the desired Customer record & click
on the Profile Information tab. In the bottom left corner
of this tab, you will see buttons labeled Foreground Color,
Background Color, & Clear Highlight Colors. If you wish
to change the color of the text, then select the
Foreground Color button. If you wish to change the background
color behind the text, then select the Background
Color button. Select Clear Highlight Colors button to remove
all colors from this customer record. Once you have pressed
Foreground or Background Color button, a color picker window
will display, click on the desired color, then click OK.
Click
Save on the Profile Information Tab & your color choice
will now be displayed on the browse table. |
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Q. |
How do
you email a report to someone? (New feature in Version 5.1.) |
A. |
First,
the fields under Email Settings on the Store screen must
be completed. These values can be found in your current email
program or by contacting your Internet Service Provider.
To email a report, preview the report & click the email
icon located next to the printer icon in the top left corner
of the screen. Enter the email address of the person you
wish to send the report in the To field. If you wish to send
to an additional person, enter their email address in the
CC
field.
Enter the subject, if desired, into the Subject field. If
you would like to send any text with the report, enter it
into the body of the email. When completed, click the Send
button. Your report will be emailed with the report attached
in the format chosen on the Store screen during setup. |
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Q. |
How
do you remove an employee name from the Login & User
Setup screen? |
A. |
Click
on File – System Options – User
Setup. Click on the employee you want to remove, then click
the (-)
button at the top of the screen. The record will now be removed. |
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Q. |
How do you charge off a bad check? |
A. |
Click on the Bad
Checks icon, double click on the bad check record you wish
to charge off. Select Charge-Off radio button
under Status. Then click the Post button. The date & time
of the charge-off will be recorded in the database. |
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Q. |
How do you change the fee charged for a bad check? |
A. |
Go to
File - System Options - Store Information & simply
change the amount shown for Bad Check Fee. Click Save button
to record the change. |
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Q. |
How to preview a check before printing to printer? |
A. |
Go to File - System
Options - Profile Settings than scroll down to the Printer
category & leave the setting named
ChkPrinter blank. |
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Q. |
How to edit the cash drawer after the bank deposit was posted
twice? |
A. |
Open the
post bank deposit window, post another deposit with the same
values in each category except with negative
amounts. This is “undoing” your
previous deposit. |
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Q. |
How do I input fee data (Repo Fee, Misc fee, etc.) so it
displays on the Receipt? |
A. |
Click “View
Loans” button. Select the appropriate
customer & double click on the loan to add additional fees.
A window labeled “Loan Detail” will appear. Click
on the “Adjust Fees” button. Enter the desired
fees & press “Post Fee Adjustment” button to
apply the fees to this loan. |
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Q. |
When an error occurs while trying to run an update for Cash
Advance Pro, what could be the cause for this? |
A. |
First,
make sure Cash Advance Pro is closed on all computers. An
update cannot take effect if the program is open. If the
error message still appears contact technical support at 352-564-1512. |
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Q. |
How do I stop interest from accumulating on a loan? |
A. |
Click the Paydown
button from the main screen. Find correct customer & highlight the appropriate loan. Place a checkmark
beside Stop Interest by clicking in the box. Make sure the
rest of the fields on the form are correct & click Post.
Interest will now stop accumulating on this loan. |
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Q. |
I
meant to post a Misc. Receipt as a Money Order but forgot
to change the currency type.
How do I fix this? |
A. |
Go into
Misc. Receipts, post a negative amount (the same amount as
your previous post of the Money Order) & make sure
the currency & reason codes are the same as previous
post. Then, go back in Misc. Receipts & post the Money Order
correctly. |
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Q. |
Why is the calculated cash deposit currency the amount it
is when I go to post a bank deposit? |
A. |
Cash Advance
Pro calculates the difference in your Beginning Balance &
Current Balance & places that amount in the cash
field in the bank deposit. In Version 5.11, there is a profile
setting to have all of the currency types default to a
value of
zero (0). To do this, click on File - System Options - Profile
Settings, look for Operations-Bank Deposit Flag (#144) -
enter a B to have Cash Advance Pro calculate the deposit,
or enter a Z to have all the values default to a zero (0). |
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Q. |
When I am trying to run a loan report, how do I select the
security type that I would like to view? |
A. |
On the
reports screen there is a
drop down box labeled “Security” where
you can select the specific type of loan you would like to
run a report on. |
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Q. |
Password
is not being accepted during login. |
A. |
If your
password contains any numbers make sure the NUM LOCK key
is on. May
need to reset password, either have someone with
System Administrator level security attempt to reset or call
Technical Support at 352-564-1512. |
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Q. |
I
am running a promotion to attract customers - 1st 2 weeks
of loan = Interest Free, how do I set this up? |
A. |
If this
promotion if for a payday loan, then go into Satisfy & enter
the amount into NCashCredit for the amount of the interest.
If
it is an installment
loan, then enter it under Paydown. An automatic
way to do this is to change the Profile settings of Default
Non
Cash-Default
Non Cash Method = N to D, then the next profile setting below
(has percentage) enter the number of days (14 for 2 weeks).
This will not charge interest for all loans for the first 14
days. |
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Q. |
I am attempting
to run End of Day & receive the error “Cannot
close EOD it has already been created”. How do I fix this? |
A. |
Typically
this means that the EOD was probably done by two different
people
on two different work stations. They did not
realize that each of them did it. So reverse last EOD (delete
operating summary) – double check the recommendation,
make sure delete last operating summary is checked if appropriate.
If you feel uncomfortable attempting this yourself, please
call technical support for assistance at 352-564-1512. |
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Q. |
I am trying
to run End of Day & the "Close Business Day" button is greyed
out, how can I proceed with my End of Day? |
A. |
The button
is greyed out because someone else besides you is logged
into Cash Advance Pro. Make sure everyone is out, then try
to process End of Day. If you have multiple databases or
use remote connections, you may want to adjust the related
profile setting. The profile called EODMaxSessions #139)
is the number of connections allowed open during the End
of
Day
process, by default the value is 1. If you have multiple
databases, you may want to increase this number to match
the number of databases you have. Or leave the default of
1, and just have one database open at a time during the End
of Day process to make sure no one else is in Cash Advance
Pro. |
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Q. |
I am running
a Teletrack query & it is returning “70” instead
of typical information, what does this mean? |
A. |
This error means
the customer’s social security # is
blank in the customer record. Insert SSN and retry Teletrack
query. |
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Q. |
When I am backing up my system, do I need to close the Cash
Advance Pro Server? |
A. |
Sometimes
you may need to exit the Cash Advance Pro Server when backing
up. You always need to exit Cash Advance Pro when
backing up. We do have a backup file available which will skip
over the server files during backup. If you would like assistance
setting up our backup, please call technical support at 352-564-1512. |
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Q. |
What is
the process involved in creating a backup icon? |
A. |
First,
create a new shortcut on the desktop to backup.bat, by right
clicking on the desktop & selecting New Shortcut. Press
the Browse button & locate your CashAdvPro folder (typically
on the root of C), open CashAdvPro folder & locate backup.bat.
Click Next, then enter a name for this new icon (Backup -
Cash Advance Pro) & click Finish. Next right click on
this new icon & click Edit. When the window opens make
sure the line DefToDir (4th line) is the drive you are using
to store your backups. |
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