Document # |
Title |
Effective Date |
Version |
FHC-AMT-01 |
Understanding Transactions in the Amortization Scheduler |
April 17, 2026 |
Basic |
This article describes how to view and access the table of transactions that comprise the Amortization Scheduler in the FORTH CRM. It is organized into the following sections:
Overview
The Amortization Scheduler provides a view of all scheduled transactions, organized by month, that are related to a consumer's debt. This provides a comprehensive view of the consumer's financial standing.
Prerequisites
Prerequisite Role: Super Admin
How to Enable
The Amortization Scheduler, by default, displays only Active transactions. However, the scheduler can be modified to view both Active and Inactive Transactions. This is accomplished by enabling the setting titled, "Include Inactive Transactions in Amortization Scheduler". Contact your Account Manager or the FORTH support team to request such access.
Once this setting is enabled, the Amortization Scheduler will automatically update itself to reflect a complete financial picture:
- Unified View: The scheduler now displays both active and inactive transactions in a single, chronological list.
- Visual Distinction: To help quickly identify different transaction types, inactive transactions are color-coded in purple.
-
Updated Legend: The scheduler legend now includes a purple indicator specifically for inactive transactions (see highlighted area below).
- Accurate Calculations: The system automatically includes inactive amounts in the Inflow and Outflow columns (see the 2nd and 3rd columns in the image above).
- True Running Balance: The Client Balance column will recalculate to include the inactive values.
How it Works
Click the Settlements tab, and then click New Settlement Offer in the navigation bar (see below).
Enter the name of the client who's Amortization Schedule you wish to view in the field titled Select a Client to Begin (Item #1 below).
Next, select Enrolled Debts, Offers in Progress, or Completed Offers under the Select a Debt to Settle section (Item #2 below) to find a particular debt to view.
To illustrate this, select Offers in Progress. A table like the one shown below will then appear.
Once you click the right-facing arrow highlighted above, the following page will then open.
Scroll down the page to the Offer Terms subtab section and go to the Amortization Schedule at the bottom of the page.
Assistance
If you have any further questions, please contact our support team at support@setforth.com.
Article Revision History
| Version | Date | Changes Made |
| 0.1 | 04/17/2026 | Initial Release |