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  1. Forth
  2. Enrollment and Settlements
  3. Settlements

Settlements

  • Canceling CFT Transactions
  • Handling Large ACH Debits
  • How to Adjust Settlements
  • How to Set Up a Settlement Offer
  • How to Use Auto-Generated Check Numbers
  • How to Use Creditor Standardization
  • How to Use Settlement Integrity Issues
  • How to Void a Settlement
  • Managing and Adjusting Payment Frequencies
  • Setting Up Payment Schedules for Accepted Settlements
  • Settlement Decisions: Advance Funds
  • Tracking Linked EPF Refunds and Transfers
  • Understanding Transactions in the Amortization Scheduler
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