Financial Transactions Overview

Important! Performing financial transactions for contracts requires significant configuration in the Financial Transactions section of the Setup module. Additionally, some configuration in Odyssey HMS is required. CBORD strongly recommends scheduling training for these modules before performing any financial functionality in a production environment. Contact CBORD Support for more information about training opportunities and how to properly set up ResCenter for financial transactions.

The FT (Financial Transactions) tab allows users to view a patron’s accounts and related financial transactions. New transactions, payments, and transfers can be created for a patron, and account interest can be generated.