How to Select the Finance Method - Click here to expand...
Click on the Method popup button (). The Select Finance dialog is displayed.
Click the drop-down button next to Financier, and the available Financiers will be shown Image Removed Image Added
You can use the cursor arrows to move through them, or you can enter the first letter of the financier to jump to that part of the list.
When you have selected the Financier, optionally, you can select the Contact Personusing the drop down selector Image Removed.
If required you can change the State for the Finance Type.
Note
The default State is set in TFS Administration.
The Finance Method's will filter down to this that are available. Image Removed Image Added
Select the required Finance Method and click OK
IMPORTANT CONCEPTS
Undisclosed? Field: When this field is set to No, the financier will be shown on the application reports. When this field is set to Yes, the broker, and not the financier, will appear on the application reports.
