Did you know that you can email TEA Support and access the TEA Website from within the TEA program? From within the TEA program go to Help | Email TEA Support or Help | Visit the TEA Website. 

How it Works
The Global Interest Update routine automatically calculates the interest accrued and automatically posts an Interest transaction into the Loan Transactions. Interest is calculated from the last interest calculation date. If a loan transaction has been posted to the loan on the same date as the Global Interest Update or after this date no interest transaction will be posted. TEA cannot go back and recalculate the interest accrual for you as interest is already up to date on the loan.

The Global Interest Update (GIU) allows organizations who use accrual based accounting to accrue interest for their portfolio. This function is at a minimum part of year-end proceedures for determining earned interest income. In many cases, organizations perform the GIU on a monthly basis in order to realize all interest revenue earned and so they have record of all oustanding interest for monthly portfolio reporting in TEA. To view a detailed PDF with more information about this, please refer to: GlobalInterestUpdate.pdf under Loan Module in the Document Library on the TEA support page.

You're late for a meeting, your boss wants to see you and you have a client on the phone who wants to know quickly how much they owe on their loan. From within the loan record, click the View Quick Loan Transaction Summary icon on the toolbar. At a glance you have the Current, Paid, Written-Off, Recovered and Outstanding details for your Balance, Interest, Fee’s, Insurance and Doubtful, as of the last transaction on file.

1. From within the TEA Administration module, double-click the User Management icon.

Note: You must be setup as an Administrator to be able to access the User Management section of the TEA Administration module.

2. From the list of Available Applications, select TEA. 
3. Click the Open button.
4. Click the New User button.
5. Enter a User Name for the user.
6. Enter an Analyst Name. We recommend using the user’s full name.
7. Enter a Password. The password must be 6 characters or more.
8. Select a Profile from the drop-down list.
9. Click OK.

If this user requires administrative privileges from the User’s Data tab check the User is Administrator check box. When a New User is added, this user is automatically added as an Analyst to the Analyst Setup within the TEA Administration module. For additional information regarding User Profiles and Permissions please refer to our TEA Security and Administration technical document available for download from our website.

5. Message: “User is not authorized to use this application” when attempting to login

1. A TEA Administrator will need to login to the TEA Administration Module and double-click the User Management icon.
2. From the list of Available Applications select the application for which you are receiving the error when you attempt to login.
3. Click the Open button.
4. Select the User’s name from the User List tab.
5. Select the User’s Data tab.
6. Ensure that the Active check box is checked to access the TEA Program. For all other applications i.e. TEA Admin ensure that the Active check box and the User is Administrator check box is checked.

With the 9.16 update security was added to Loan Fund, Payment Method and Loan Status so that TEA Administrators can control which users have access to and the ability to modify these fields.

To modify the permissions for Loan Status, Payment Method and Loan Fund for a User Profile:

1. Your TEA Administrator will need to login to the TEA Administration Module, and double-click the User Management icon.
2. From the list of Available Applications select TEA.
3. Click the Open button.
4. Click the Permissions tab.
5. Select the User Profiles tab.
6. Select the Profile for which the permissions need to be modified.
7. From the Form list, select Loans from the dropdown list.
8. Expand the permissions and ensure that ‘Modify Loan Statuses’, ‘Edit Payment Method’, and ‘Edit Loan Fund’ have the appropriate permission, depending on what access the User Profile is to have.
9. If the profile user needs permission ensure that (ab) Enabled is selected.
10. Click Apply button to save changes to permissions to the user profile.

To modify the permissions for Loan Status, Payment Method and Loan Fund for an Individual User:

1. Your TEA Administrator will need to login to the TEA Administration Module, and double-click the User Management icon.
2. From the Available Applications select TEA.
3. Click the Open button.
4. Click the Permissions tab
5. Select the Users tab
6. Select the User for which permissions need to be modified.
7. From the Form list, select Loans from the dropdown list.
8. Expand the permissions and ensure that ‘Modify Loan Statuses’, ‘Edit Payment Method’, and ‘Edit Loan Fund’ have the appropriate permission, depending on what access user requires.
9. If the user needs permission ensure that (ab) Enabled is selected.
10. Click Apply button to save changes to permissions.
11. We recommend that you update the security and permissions of all users (or profiles) that should have the ability to change the Loan Status, Payment Method and Loan Fund

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