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Excerpt

The Financier tab allows users to select the financier and finance method for the finance application.

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Expand
titleHow to Select the Finance Method - Click here to expand...
  1. Click on the Method popup button (). The Select Finance dialog is displayed.
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  2. Click the drop-down button next to Financier, and the available Financiers will be shown
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    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.

  3. When you have selected the Financier, optionally, you can select the Contact Person.

  4. If required you can change the State for the Finance Type.

    Note

    The default State is set in TFS Administration.


  5. The Finance Method's will filter down to this that are available.
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    Select the required Finance Method and click OK


Note

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.