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This article shows you how to add a new Financier to The Finance Shop.

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In TFS Administration

  1. Click on Entity \ Financiers.
  2. Click on New
  3. Click on the pop up button
  4. Click on Yes to add a new Financier entity

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From TFS Administration got to the Entity\Financiers
screen click on the New button and the Financier dialogue
will be displayed. Click on the pop up button and select Yes
to create new entity.
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When the entity is created it is automatically
assigned the role of Financier.

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Enter the details of the new Financier.



When you have added the entity you can select the finance methods that are available from the Financier. Some finance methods may require a complex calculation record.

For instructions on configuring Complex Calculations, please see:

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