Project Admin Center - Project Setup - Inventory Settings - Escrow Companies
In this article:
About Escrow Companies
The Escrow Companies tab, accessed via the Inventory Settings menu item under Project Setup in the Project Admin Center, allows a Project Administrator to create a list of Escrow Companies that users can select from and add to a unit of inventory in the Inventory Center when completing contract details.
To manage Escrow Companies:
1 - In the Project Admin Center, click Project Setup and select Inventory Settings.
2 - Click on the Escrow Companies tab.
Add Escrow Company
1 - In the Project Admin Center, click Project Setup and select Inventory Settings.
2 - Click on the Escrow Companies tab.
3 - Click on Add Escrow Company.
4 - A new line will appear. Enter the Escrow Company in the space provided. In the same line, double-click under any of the other information you wish to add and enter in the spaces provided.
You can enter your escrow companies in two ways:
- Click on Add Escrow Company multiple times to add as many fields as you need and then go back and enter your escrow company information in the spaces provided; or
- Click on Add Escrow Company, enter your escrow company information in the spaces provided, and then click on Add Company again and repeat the process as many times as needed.
5 - Click Save.
Update/Edit Escrow Company
1 - In the Project Admin Center, click Project Setup and select Inventory Settings.
2 - Click on the Escrow Companies tab.
3 - Double-click on the Escrow Company detail and update as needed.
4 - Click Save.
Warning: Updating an Escrow Company will permanently change the information for all inventory details and related reports.
Delete Escrow Company
1 - In the Project Admin Center, click Project Setup and select Inventory Settings.
2 - Click on the Escrow Companies tab.
3 - Click on the Escrow Company you want to delete.
4 - Click on Delete Escrow Company.
5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.
Warning: Deleting an Escrow Lender Company will permanently remove all references to it from inventory details and related reports.