Mandate Factory
Frequently Asked Questions
Mandate Management
- What are the potential Life Cyles for Mandates?
- How to create Mandates?
- How to import Mandates?
- How to import Mandates from local format files?
- How can I include the debtor signature on a mandate?
- How to activate Mandates?
- How can I automatically import and activate a signed mandate?
- How to modify Mandates?
- How to cancel, revoke or close Mandates?
Reporting and Audit
- What is the Mandates Ledger?
- How to view Mandates History?
- How to create Mandates - SDDs Links?
- How to view Mandates - SDDs Links?
- What are the Debtors Reports?
- How to add Export Templates?
- How to export Mandates?
- How to export ICS?
- How to set up Notification Contracts?
- How to create Alerts on Mandates?
- How to create Debtor Alerts?
- How to duplicate Core Mandates as B2B Mandates?
Sage
XRT
Business Exchange
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