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FAQ: Frequently Asked Questions
Frequently asked questions for easy and quick resolution to problems.
- Check if there are multiple borrowers.
- If there are multiple borrowers then make sure pay by Direct Debit/credit is not ticked on each of the borrowers.
- Create batch as normal, except tick "Re-do transactions that have already been done to date?".
- Click "Create Transactions" to continue.
- Select the Transactions -> Loan Transaction Entry menu item to open the "Select a Batch" screen if it is not already open, then select "Export" on the newly created batch.
Warning: Once you have exported the batch, it should be deleted. Do not re-post the batch, or you will have duplicate transactions.
To access the Depreciation Schedule navigate to the following menu item:
Report -> Assets and Leasing -> Asset Register
- Open Tango and login.
- Click File (Office 2010) or the windows button (Office 2007)
- Select Privacy options, this should open Access options.
- Select Current Database from the available options in the side bar.
- de-select "Allow Built-in Toolbars" and click OK.
- Restart Tango.
All of Expert1's products run against a Microsoft SQL server backend.
For instructions on how to restore a backup see the following resources:
Sometimes the Development Window shows when Tango starts up. To fix this navigate to:
Development -> Tools -> Debug Settings
Select the "User Startup Properties" button and then restart Tango. The developer window should now no longer appear.
Note: You must be a Tango Administrator to access the development menu.
How to Rollover an investment account.
Perform the following steps to rollover an investment account
- Generate a Payout quote valid to the day of the payout.
- Determine if any amount is to be paid to the investor
- Generate a batch transaction.
- Date - day interest is calculated to. Day before payout date
- Type - IV Payout
- Amount - amount to be paid to the investor
- Narrative and Reference as required.
- Save the transaction
- Response to prompt to Reinvest funds
- Yes to this question will open the refinance form
- Check the amounts are correct
- Set the start date and maturity date
- Select the correct Business code
- Set the rate
- No will cause the amount entered to be paid out to the investor. Remaining funds will be held in the existing investment account
- Yes to this question will open the refinance form
- Post the batch. If you clicked Yes to rollover the existing account will be closed and a new account created with the opening balance being the difference between the Balance of the old account + interest - amount paid to investor.
- Check new investment account.
- Activate new investment account.
To reverse the Write Off transaction you can either:
- Enter a Reversal Transaction (Amounts must be equal)
- or Void the Write Off Transaction
The preferred method is to void the transaction.
