primorsystems.com
Tools. Resources. Support.
How am I notified of updates?
You will receive an email with the up date instructions
What version of SYNDi am I running?
This is on the front page when you start the SYNDi program
What format is the database for SYNDi?
If you are using Microsoft Access SYNDi creates the mdb file whereas for SQL Server it creates mdf file.
What has happened to my database? All my data is different!
You may have logged onto SYNDi using the wrong database (i.e. SYNDi Test Financial). Exit SYNDi>”Company” toggle the Finder and switch the desired company
Where is the database file located on my computer/server?
Setup > Company Profile > Look at "DB Name" at the bottom of the screen
Can I edit the Database (.MDB or SQL file)?
You must have one of the following programs: Microsoft Access and Microsoft SQL Server. If you decide to use the former you do not need to have Microsoft Access on your system. However, if you decide to use SQL Server, you must have it already installed on the system.
Can I create a backup of my database?
Simply locate your database file and than copy it (Right click & Copy). Right click and paste the copied database into a separate folder or rename it (ensure you do not post over original database or you will only have one copy).
Can I select a specific loan to bill?
Transactions > Billing > Enter Loan ID > Enter Next Billing date for the Loan > Process
Loan Adjustments
Transactions > Billing > Enter Loan ID > Enter Next Billing date for the Loan > Process
I have posted billing?
Periodic Processing > Cancel Latest Billing > Enter Loan ID > Select Billing Date > Process
Billed and posted borrower receipts?
Transactions > Borrower Receipts > Receipts Entry (Finder) > Click “Include Posted Receipts” > Select the desired receipt > Reverse > Post Periodic Processing > Cancel Latest Billing > Enter Loan ID > Select Billing Date > Process
Billed, posted borrower receipts and posted Investor payments
Once you have posted an investor payment you can not reverse the payment to the investor. You can reverse the billing and borrower receipts by following the steps above but this will NOT cancel the payment to the investor.
Why cannot I bill: Loan Discharge in process
If there is a loan discharge that is outstanding than investor.
How can I post a prepayment on SYNDi
Loan Maintenance > Select Desired Loan > Adjustments > Enter negative amount in the principal field > Investors tab > Initialize > Distribute > Add > Adjustment Main Menu > Post
How can I increase the loan amount?
Loan Maintenance > Select Desired Loan > Adjustments > Enter positive amount in the principal field > Investors tab > Initialize > Distribute > Add > Adjustment Main Menu > Post
Increasing the loan amount requires selecting an investor who will be contributing money.
How can post an interest adjustment
SYNDi should calculate the interest adjustment through the normal billing process.
How Can I view my book of business?
Investment Report by Investor and Investment Report by Loan are commonly used for this purpose.
I wish to provide my investors with an annual, semi-annual or quarterly statement showing interest earned
The Investment Report by Investor can be used for this purpose.