Christie Pham
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Recent activity by Christie Pham-
Limit Reports - Corporate User Guide
To set up a new limit reports, go to ELCYLimit, Schedule, Create ScheduleGive the report a name, choose the report type from the dropdownIf a report is selected which requires a time series, select...
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Applying limits to existing import transactions - Corporate User Guide
Once the limit exists, you may already have transactions which it should apply to. Find the transactions one at a time via the Import Transaction List. On the left side, find The existing limit...
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Limit administration for Import transactions - Corporate User Guide
If your organisation uses the limits functionality, you may need to set all new banks up with a limit. This can only be done by a user who has the authority level to do this. If you do not have a...
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Set up Sub Limit - Import transaction - Corporate User Guide
To set up a sub limit, first set up the standard limit. Then go to ELCYLimit, Limit, Create Limit and select the radio button Sub Limit, then choose the Standard Limit that this is to be a sub lim...
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Set up Limit - Import transaction - Corporate User Guide
To set up a new limit, go to ELCYLimit, Limit, Create LimitThe first limit to be set up needs to be a Standard Limit. Choose the main bank this applies to, the action you want to happen if the lim...
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Set up Limit Actions - Import transaction - Corporate User Guide
To create a new Limit Action, go to ELCY Limit, Action, Create ActionChoose the Action Type – Warning Alert or Stopping Alert.Give the action a nameEnter a message which will come up if a transacti...
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Set up a Limit bank - Import transactions - Corporate User Guide
Go to Settings, Select Bank, Select Limit BankThis brings up a list of all possible limit banks. Find the bank(s) you need, tick in the column Select Limit Bank and Save. You can Save more than o...
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View Limit for Import transactions - Corporate User Guide
The ELCY system maintains limits for import transactions, warning or stopping users from allocation new transactions to those limits as required. It is possible to set the system up to require a l...
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Inward Collections - Corporate User Guide
When a bank sends through an Inward Collection, you will receive an alert in the Alert Box.You can click through to the transaction from the alert, or find it via elcyMBP, Import Workbench, Inward ...
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Import transaction Available Balance - Corporate User Guide
The actual balance available under an LC is adjusted by any tolerance, amendments, claims and utilisations. At any time, the balance can be seen under Available Balance. Clicking here brings up a...