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The Financiers screen is designed to enter or modify financier details in TFS.


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titleOpening the Financiers Screen - Click here to expand...
  1. The Entity \ Entity menu in the Sidebar.
  2. The Administration \ Entity \ Financiers option in the menu bar


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titleHow to Add a Financier - Click here to expand...

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Creating a new Financier
Creating a new Financier
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Bulk Update

Clicking on the Update button opens the Bulk Update tool This allows you to make large volume changes to your financiers without having to go to each individual financier to make the changes.

TFS 13 introduced the ability to update the ITC as part of the Bulk Update

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