Equity & Help Inc

Loans 43

• Taking Payments
• How does a family set up autopay?
• How does a family make a payment on the portal?
• How do families log in to their own portal?
• How to add a payment to a prior loan when a new loan has been generated

View all 43

Trust 7

• How to do a buyback in Matrix
• How to update insurance information in the matrix
• Update Tax information in the Matrix
• LABEL SETTINGS FOR TRUST FILE FOLDERS
• How to Post A Home on the EasyHomes Website

View all 7

Contacts 3

• Do I put the phone number in Phone or Mobile?
• Should I ever create contacts in the Contacts app in the Matrix?
• How do I get to Social Security and Dob of Families.

Investors 2

• Adding Money To Investors Wallets
• How to create Invoices without SO's

ARF's 2

• New ARF creation: Form Fields
• ARF process flow chart

Purchase Orders 7

• Purchase Order Glossary
• When do I need to have a purchase order submitted for approval?
• Order of events for PO's
• New Purchase Order: Form Fields
• Set Aside Assets: Details

View all 7

Employees 1

• Remedies for Issues Internal to the Company

Development 23

• How to use VIM to edit a text file on the server (linux)
• How to use history command in Linux
• How to search for files in Linux
• How to SSH into server.
• FTP Server Credentials

View all 23

Routing Forms 2

• How is it determined who the routing form goes to after my post
• ROUTING FORMS DIV 2 AND DIVISION 4 AUTHORIZE FOR USE

PI Purchase Contracts 1

• Error: SIGNER NAME NOT DEFINED ON CONTACT

Acquisitions 4

• How to use Scrapestorm and Import Properties
• Printing a proposal from the new acquisitions module
• Using the Acquisitions Scraper
• Navigating Properties in the App

ONBOARDING NEW HIRES 4

• COPYING NEW HIRES' I.D.S
• How to report new employees to the Department of Revenue site
• How to fill out the new W-4
• OFFICE ORIENTATION DRILL FOR NEW EMPLOYEE

Inventory 2

• How to sign out PC/Monitor
• How to log an item out of Inventory

Leaves 2

• Leaves
• How to input a Leave request - Step by Step

General Use 4

• Exporting data from the Matrix
• Changing the list view to include all available records
• How to send an email from the Matrix
• How to fill out the new Make Up Time Form

Users 4

• Family Account Validation & Payment
• How a Family is sent their Matrix user account confirmation
• How to send a family a password reset
• How to manually reset a Family's password to their Matrix account

wisemen 3

• How to add Division in Wisemen.io
• Creating a new user in wisemen.io
• How to Delete/Change a Stat Entry

projects 1

• What is the status of my Property Preservation ticket

Land Contracts 1

• How to obtain a copy of the Template of an already created LC