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The New Application Wizard is designed to help users enter a new finance application for a client.


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titleHow to Create a new New Application - Click here to expand...

You create a new Application from the File Menu - File / New Application

OR

Ctrl + F8

The New Application dialog opens


Creating the new application involves the following steps;


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titleStep 1 - Application - General - Click here to expand...

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Step 1 - Application - General
Step 1 - Application - General
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titleStep 2 - Application - Services - Click here to expand...

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Step 2 - Application - Services
Step 2 - Application - Services
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titleStep 3 - Application - Financier - Click here to expand...

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Step 3 - Application - Financier
Step 3 - Application - Financier
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titleStep 4 - Application - Goods Details - Click here to expand...

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Step 4 - Application - Goods Details
Step 4 - Application - Goods Details
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How to Finalise the Finance Application Wizard

To finalise the finance application: 

  • Click the Finish button. The Calculations screen will be displayed.