Margill Loan Manager / ACCEO

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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 considers that ACCEO Transfere is a “new” EFT provider.

  • Download and install the latest version of Margill Loan Manager (version 5.6 from September 2024 – many minor but important corrections were made on previous versions of 5.6) here: margill.com/get
  • If you use Margill on the cloud (SAAS), the update will be done for you automatically as of July. Please contact us ([email protected]) to let us know the transition date to Transphere.
  • A Margill Admin must go to Tools > Settings > Modules > Electronic Funds Transfer.

The current provider is “Perceptech (Canada)”.

In the scroll menu, change the provider to “ACCEO Transphere”.

You will get this message:

Follow the instructions. Enter the date of the last collection with Perceptech when prompted in Margill and also send this date to Perceptech at [email protected]. The message is simple:

  • Our company XYZ will make its last debit with Perceptech on September XX, 2024.

If you deposit to many bank accounts, please advise them.

3) Perceptech usernames and passwords will automatically be transferred to the Transphere account so you will not have anything else to do.

4) You can submit you EFTs exactly the same way you used to do with Perceptech.

Happy transition!

Margill Team