ima_Loan Referral Override

Loan Referral Override

When your company is initially set up on InvoicingSM, a setting can be configured to allow vendors whose payee codes have been assigned to a loan number(s) the ability to submit invoices for a specific department(s). These vendors are considered referred vendors and are assigned to the loan(s) when your company’s loans are boarded into the system.

However, there may be times when you need to allow a non-referred vendor to create and submit invoices for a specific loan and department(s) for a defined time period. This can include the ability to override a referred vendor already associated to the loan and department(s). As the system administrator, you can use an administration option to enable this feature.

The ability to use this administration option depends on your company having the Allow invoices to be submitted based on referral payee code field enabled by the InvoicingSM team in your company's vendor options. Contact your Client Support representative for more information.

Non-referred vendors must have an active InvoicingSM account and a payee code associated with your company.

In order to manage this administration option, you must be assigned to the Invoice Management Servicer Admin system permission group or a company-specific permission group that contains the Override Loan Referral Admin permission.

A best practice is to limit who can access this administration option; if you want users to have view-only access to this option, you can assign the users to the Invoice Management Servicer Admin (View Only) system permission group.

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