Arrangements Video Series

The Arrangements video series demonstrates the new arrangement functionality for linked accounts that is available in Latitude 10.0 SU 9 and later. The demonstration is for a link group that includes three accounts. To keep it simple, the demonstration shows the process for creating a promise arrangement. The process for credit card and ACH arrangements is basically the same, except for specifying the payment instrument details. Also, the status would be either PCC for a credit card, or PDC for a check, instead of PPA for a promise.

Creating a Link Group Arrangement and Excluding an Account

This video demonstrates how to create an arrangement for a link group that includes the driver account and one follower account only.

Creating a Link Group Arrangement and a Separate Arrangement

This video demonstrates how to create a separate arrangement for the follower account that doesn’t have an arrangement.

Renegotiating a Link Group Arrangement

This video demonstrates how to renegotiate an arrangement that includes the driver account and one follower account, and include the follower account that doesn’t have an arrangement.