You are here:
  • KB Home
  • FAQ
  • How do I change the interest on a batch of accounts?
< Back

If you need to update the Claim Interest Rate or Claim Interest Start Date that belongs to a batch of accounts, you can use the Tools > File Updating > Account Updater. This tool allows you to use a spreadsheet of a) all the accounts that need to be affected, and b) the new Claim Interest Rate and/or Claim Interest Start Date.

Prior to use, make sure you have the account’s Account Number, Client Claim Number, or SSN on the spreadsheet so that SimplicityCollect knows which accounts you wish to update.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.