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What is a Contact?
What are Contact Types?
What are Contact Statuses?
How Do I Import Contacts?
How come I can't create a deal for a contact?
See all 14 articles
What is a Deal?
What's the difference between Deal Stage and Deal Status?
What is Expected Turn (Days)?
Can I create documents such as contracts from MCA Suite?
How can I apply merchant payments (transactions) to a deal?
See all 48 articles
How does the Direct Funding Dashboard work?
Direct Funding V2 Dashboard
Investor Funding Dashboard
Renewal Opportunity Dashboard
Deal Performance Dashboard
See all 8 articles
What is a Lead?
How come I do not see the Leads tab on my MCA Suite instance?
How do I use Qualifying Questions?
What happens to declined leads?
REST API to Add Contacts and Deals
How do I setup my Dropbox account to serve as my MCA Suite backup?
How to set up Decision Logic integration with MCA Suite
How to set up Rapid Capital Funding integration wtih MCA Suite
REST API to Add Transaction
See all 17 articles
What is the difference between Concurrent and Backend collection types?
Can you edit a syndication withdrawal amount?
How do I set up Deal Syndication with multiple fees?
Can I set up default investors and participation percentages for syndicated deals with multiple fees?
Multi Fee Syndication - Do transactions update when switching from backend to front end?
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Is there a report that includes all the data in the system?
Why are batch reports emailed?
How do I unselect in a multi select?
Setup & Administration
MCA Suite Setup
MCA Suite Concepts
MCA Suite Setup
How Can I Set Up Campaigns in MCA Suite?
How to setup SMTP Server to send Emails out from MCA Suite?
MCA Suite Support Service Level Agreement
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How can I limit user access to MCA Suite to certain IP addresses?
How does MCA Suite identify duplicate records?
Can I perform permission changes and user reassignment on multiple Deals and Contacts?
Can I create an email signature for emails I send through MCA Suite?
What are automatic deal status updates?
See all 29 articles
What should I do if I cannot remember my password?
What is a Broker User?
How do I change my password?
How long before I am logged out of my account due to inactivity?
How Do I Set Up Teams?
See all 16 articles
Can I restrict merchant users on which deals to see?
How to setup ACHWorks integration on MCA Suite
Can I charge a one-time fee to a merchant without creating him as a recurring debit customer?
Can I stop a one-time payment with ACHWorks?
Why did I receive an email notification saying 0 transactions were sent to ACHWorks?
How do I setup a make up payment for ACHWorks?
See all 8 articles
How to setup USAePay integration on MCA Suite
When does MCA Suite pull USAePay to obtain transaction updates?
How to setup Actum Processing integration with MCA Suite
Why can't we initiate orders from MCA Suite?
When does MCA Suite send transaction to Actum?
When does MCA Suite get payment updates from Actum?
Can I add multiple Actum Orders to a Deal?
See all 7 articles
MCA Suite Payment Services
How do I make a recurring payment indefinite?
Why can't I delete an account on the Customer?
How to setup MCA Suite Payment Services?
Requests & Enhancements
How can I request a custom report?
How do I request for a feature enhancement in MCA Suite?