Getting Started

Erik Pelletier avatar Josh Kohn avatar Gio Mantovani avatar +1
12 articles in this collection
Written by Erik Pelletier, Josh Kohn, Gio Mantovani and 1 other

Dashboard

The landing page when you sign into DebtBook shows your total debt outstanding, number of obligations and upcoming payments.
Josh Kohn avatar
Written by Josh Kohn
Updated over a week ago

Navigating the Profile Summary Page

Profile Summary allows you to see your issues sorted by Type, Fund, Purpose and your optional 4th Dimension
Brendan Mannion avatar
Written by Brendan Mannion
Updated this week

Managing and Adding Team Members

Add users within your organization and manage their permissions
Erik Pelletier avatar
Written by Erik Pelletier
Updated over a week ago

Logging in For the First Time

Follow these easy steps to set up your user log-in and password for your DebtBook account
Gio Mantovani avatar
Written by Gio Mantovani
Updated over a week ago

Sharing with External Guests

Sharing access to DebtBook outside of your organization
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Written by Josh Kohn
Updated over a week ago

Debt Service Schedule View

Drill down into the details and debt Service Schedules in your profile.
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Written by Josh Kohn
Updated over a week ago

Issue Overview

Issue Overview provides a detailed look at a specific series in your debt profile
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Written by Brendan Mannion
Updated over a week ago

Multi-Issue Charts

You can automatically generate charts and graphs for any selected issues or your entire debt profile.
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Written by Josh Kohn
Updated over a week ago

Reporting Payments

In Reporting Payments you are able to see all paid and anticipated payments, verify their accuracy, approve and review for audit.
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Written by Josh Kohn
Updated over a week ago

Reporting Notes

DebtBook automatically generates audit ready notes for your annual financial statement.
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Written by Josh Kohn
Updated over a week ago

Get help from the DebtBook team

Erik Pelletier avatar
Written by Erik Pelletier
Updated over a week ago

Granting Support Account Access

Grant the DebtBook Support Team temporary access to your profile to allow us to diagnose and resolve a support issue at your request.
Gio Mantovani avatar
Written by Gio Mantovani
Updated over a week ago