Client360 Knowledge Articles Top 10
Take a look at these popular Portico knowledge articles.
User Access
- KB0187951 | Portico - MFA: Multi-Factor Authentication code
- KB0131764 | Portico - Reporting Analytics: How to reset Reporting Analytics password
- KB0109344 | Portico - PorticoUsers.com: Reset user password using 'Forgot Password' link
- KB0124544 | Portico - Nautilus Essentials (eFichency): How to add a new user to Nautilus Essentials (eFichency)
- KB0127045 | Portico - Best Practice steps when creating a new user for Portico
- KB0152160 | Portico - Password Requirements
- KB0129570 | Portico - Reporting Analytics: Error logging into Reporting Analytics "The user capabilities cache cookies cannot be decoded"
- KB0107391 | Portico - How to add a user ID to Portico
- KB0137251 | Portico - How to delete a Portico user ID or resolve why a Portico user ID deleted
- KB0110787 | Portico - Assign a security group to a user
Lending
- KB0125871 | Portico - How to move a loan from one account to another without booking new loan in Loancierge and doing a payoff
- KB0125964 | Portico - Loancierge - Error Message: E-Short name required when Insurance selected, when attempting to book loan
- KB0149203 | Portico - Loan - Error Message: Member Share Information Record does not Exist
- KB0173218 | Portico - Lending: Manually reverse loan payment
- KB0128863 | Portico - When will loan account purge
- KB0144348 | Portico - How to verify a loan is reporting to the credit bureau
- KB0149429 | Portico - How to stop a loan due date from being paid to far ahead with the advance due date options
- KB0152391 | Portico - Loancierge: Single Signon Set-up
- KB0121885 | Portico - How to charge off loans
- KB0152723 | Portico - Loancierge: How to reprint a loan check
Client Service Rep Favorites
- KB0137292 | Portico - How to add a product code to the Transaction Definition screen
- KB0112149 | Portico - How to reverse a prior-day loan payment
- KB0110124 | Portico - Teller: How to create a new teller ID
- KB0125642 | Portico - Reporting Analytics: Instructions for Running the Aires and Common Questions Regarding the Aires Queries
- KB0137940 | Portico - How to create a new product code
- KB0108686 | Portico - How to process a contested ACH return item
- KB0125845 | Portico - How to do an IRA code correction
- KB0105672 | Portico - How to remove an account from Collections
- KB0114733 | Portico - Document Association: How to make forms available in Portico
- KB0110107 | Portico - How to process a prior-day loan payment reversal
Error Messages
- KB0108994 | Portico - Resolve error message "Cash Shipment Exceeds Inventory"
- KB0105666 | Portico - Resolve error message "Previous account closed by credit union"
- KB0148364 | Portico - Why is user getting error " An error has occurred while waiting on a response to the transaction" PNGWA4054
- KB0150147 | Portico - Why is user getting the error "Cannot be maintained due to escrow analysis status" when updating an escrow item
- KB0109956 | Portico - Teller: error "pending amounts must be zero" when closing or opening
- KB0109008 | Portico - Error message "Teller drawer not assigned" when trying to open teller
- KB0123854 | Portico - eFichency-Error 'Failed to Authenticate User'
- KB0109243 | Portico - Error: "Undefined Transaction Error (CFXSTXNM)" when teller is trying to close
- KB0109249 | Portico - What does exception error mean when trying to complete Portico documents
- KB0188043 | Portico - Error replacing card "Undefined transaction error (cfsxtxnm)"
How To Favorites
- KB0139982 | Portico - Nautilus Essentials (eFichency): How to look up reports for eFichency/Nautilus Essentials
- KB0132366 | Portico - Inventory: Add forms to inventory
- KB0159883 | Portico - Teller: How to assign a teller drawer
- KB0149112 | Portico - Credit Console: Add or reset a CPS Credit Card user to access Credit Console from Portico
- KB0115802 | Portico - How to resolve error "Effective Date Contains Invalid Value" when trying to post a payroll
- KB0125733 | Portico - Teller: How to assign a drawer location to a teller ID
- KB0155568 | Portico - How to reverse a booked loan
- KB0108661 | Portico - Can a posted ACH item be returned
- KB0173218 | Portico - Lending: How to manually reverse loan payment
- KB0150222 | Portico - OLB: How to set up online banking permissions
2021 Credit Union Favorites
- KB0178149 | Portico - ACH Online Posting and RDC (Remote Deposit Capture) Schedule/Process
- KB0110124 | Portico - Teller: How to create a new Teller ID
- KB0173218 | Portico - Lending: How to manually reverse loan payment
- KB0184758 | Portico - DocuSign Due Diligence SOC letter
- KB0174540 | Portico - Nautilus Essentials (eFichency): Unable to print
- KB0179106 | Portico - Keep a member's statement from being printed
- KB0150222 | Portico - OLB: How to set up online banking permissions
- KB0179359 | Portico - ACH frequently asked questions and troubleshooting
- KB0186238 | Portico - How to apply a delinquent loan payment and current day due date payment
- KB0125871 | Portico - How to move a loan from one account to another without booking new loan in Loancierge and doing a payoff