This article shows you how to add a new Financier to The Finance Shop. Image Modified | In TFS Administration - Click on Entity \ Financiers.
- Click on New
- Click on the pop up button
- Click on Yes to add a new Financier entity
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| Enter the details of the new Financier. | Image Modified | If your TFS has multiple Contexts you should can add it All Contexts;
- Click on the Roles/Account Tab
- Click on the Edit button.
- Click on the Context Popup.
- Select All Contexts
- Click OK.
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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: Complex Calculations |