News

Margill CEO attending Canada Fintech Forum in Montreal

September 10, 2024 – Margill CEO Marc Gelinas is currently attending the Canada Fintech Forum in Montreal. The Canada Fintech Forum is a landmark international gathering that aims to showcase emerging global trends in Fintech, new technology solutions for the financial industry and emerging Fintech start-ups. The Fintech Forum also aims to facilitate networking and […]

Margill Loan Manager – Explanatory document for Transition from “Perceptech” to “VoPay”

September 4, 2024 The transition from Perceptech to VoPay is done in a few minutes in Margill. Simply follow the instructions below and follow the short “Transition Wizard” in Margill. 1) Before the transition, it is important to know that the following fields are mandatory for the Borrower: Name, First name (or Company), Address, City, […]

Margill Loan Manager / ACCEO

Explanatory document for Transition from “Perceptech” to “Transfere ACCEO” September 4, 2024 The transition from Perceptech to Transfere is done in a few minutes in Margill. Simply follow the instructions below and follow the short “Transition Wizard” in Margill. Note that ACCEO Transphere is the same company as Perceptech but on a technical level, Margill […]

Margill Loan Manager – How to create a report which identifies all of the unpaid payments

Q: How can we create a report which identifies all of the unpaid payments? A: I would create and run a Transaction report. 1. Create a New report template. On the top right, pick up at least the Unpaid Pmt Line status (there could be other Unpaid Pmt Line statuses). 2. On the left from the “Transaction […]

Margill Loan Manager – How to eliminate an Outstanding amount when the final loan balance is 0.00

Question: I’m trying to apply a payment in order to elimintat the outstanding balance in a loan. Can you explain how to do it? Answer: The outstanding amount is somewhat of a theoretical amount in more complex or irregular loans. The amount is based on what is actually paid (“Payment” column in the Payment schedule) […]

Margill Loan Manager – Update of Borrower’s data with Global Changes and an Excel sheet

Margill Loan Manager – Update of Borrower’s data with Global Changes and an Excel sheet Question: I must make sure that all my loans include a name, address, city, province (or state), postal code (or Zip) and country for the Borrowers in a specific format.  How can I do that in Margill? Answer: This operation […]

Is it possible to issue a refund to a customer who overpaid, directly from Margill?

Q: Is it possible to issue a refund to a customer who overpaid, directly from Margill? A: Do you mean issuing a credit to the customer directly in Margill like when you do a pre-authorized debit with Perceptech / Acceo / Transphere (in Canada)? The answer is no with Perceptech / Transphere but with our […]

Open banking

In Budget 2024, the Government of Canada announced its plan for the implementation of consumer-driven banking. Consumer-driven banking, also known as open banking or consumer-directed finance, refers to frameworks that allow consumers and small businesses to securely transfer their financial data through an application programming interface (API) to approved service providers of their choice. Consumer-driven banking […]

Team Margill at ABA Techshow

For 38 years now, American Bar Association Techshow has has brought together legal professionals and technology. This year, the ABA Techshow will take place at the Hyatt Regency in Chicago from February 14 to the 17th, 2024. Come say say hello to the Margill Team at booth 332 to learn more about how our software can […]