Previous Tram Back Office user should recognize the term Other profiles, for all others this is a term used for profiles used in the Payments section for maintaining “other” histories on other individuals and companies with whom the agency does business. A company to which expenses are paid is entered as an Other profile such as utility companies (gas, electric, phone), landlord, etc.
Other profiles are built and managed in the Bank Management menu option in the left menu Option and then select Other Profiles.
Use the Add Other Profile button on the top right side of the screen to enter your Other Profiles. Be sure to enter the default GL account for other profiles as payments generate the journal entries defaulting to the GL account you set up and save having to manually add the account later. Note: If needed journal entries can be modified from the defaults when entering payments.
Add unlimited communications such as phone, email, social media, or website information.
Add optional Tags.
Add a physical address with the option to include a mailing address.
Add remarks.
Click Save All at the top right corner of the screen.
Other Profile Attachments/Links
Add any attachment by clicking + Add Attachment/Link. This will open up a pop up. To add attachments, simply drag and drop or browse for the file on your computer.
To add a link, enter the url and a description in the appropriate fields and then click Submit. Links to content are preferred as they are dynamic and take up less space in your system. Once the content is changed, the dynamic link in the client record is automatically updated.
Note: We recommend including the upload date when naming attachments and links. (Example: 5/1/22 Electric Bill).
To view a saved attachment or link, click on the appropriate button in the Action column. Attachments will be downloaded to your device.
Other Profile Payments
See all payments paid by or paid to this profile. Results are sorted in ascending or descending order by any column by clicking the arrow button to the right of the column title. Click on any individual payment to view full payment details in a new tab. Learn more about Payments.