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Project Admin Center - Project Setup - Inventory Settings - Escrow Companies

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.

project settings

Add Escrow Company

1 - In the Project Admin Center, click Project Setup and select Inventory Settings.

2 - Click on the Escrow Companies tab.

project settings

3 - Click on Add Escrow Company.

project settings

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.

project settings

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.

project settings

3 - Double-click on the Escrow Company detail and update as needed.

project settings

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.

project settings

3 - Click on the Escrow Company you want to delete.
4 - Click on Delete Escrow Company.

project settings

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.