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Matthew Garrett

Matthew Garrett

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Excerpt

The Work In Progress Tool screen allows simplified management of multiple finance applications based on defined work in progress criteria (Work In Progress View). It is used to view current applications without running a report.


Expand
titleOpening the Work In Progress Tool Screen - Click here to expand...
  • From the Tools menu, select Work In Progress.
  • From the sidebar, select Tools then WIP.
  • Press Ctrl + W.


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Expand
titleSelect View Section - Click here to expand...
  1. The Name field allows users to view four lists:
    • Work In Progress: Finance applications in progress.
    • Residuals Due: Finance applications whose residual/balloon is due in a period.
    • Settlements: Finance applications that have settled in a period.
    • Insurance Premium Follow Up: Clients due for insurance premium funding.
  2. Press the Filter button (Image Modified) to further edit the results list. The Filter dialog will be displayed.
  3. Enter the required filter options.
  4. Click the OK button. The results list will be updated.
Expand
titleFiltering the View - Click here to expand...

Clicking on the filter button Image Modified on the Select View section opens the Work In Progress Filter.

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You can then filter the applications shown based on;

  • A specific broker.
  • A specific Financier.
  • Applications that are Due to settle between certain dates.
  • Applications based on the funding of the Insurance Premiums
  • Applications that were Paid Out.