Separate Disbursement Check Numbering Based on Disbursement Option
Posted In Voucher/Draws
FundControl8 Guides
Project Color Coding Based on Communication Log Followup Dates
Posted In Loans
Tracking Contractor’s License’s
Posted In Contacts
Tracking Insurance Information for a Contact
Posted In Contacts
Moving Lien Waiver from one Voucher/Draw to Another
Posted In Voucher/Draws
Importing Budget from Excel Spreadsheet
Posted In Budgets
Default Voucher/Draw Edit tab
Posted In Companies
Setting up JDIO Welcome Email
Posted In JDIO Company Setups
Changing JDIO Document Approvals – Per Loan Basis
Posted In JDIO Company Setups
Checking OFAC on Voucher/Draw
Posted In Voucher/Draws