There are several application for finance reports available within TFS. The available reports include: - Application for Finance - Style 1
- Application for Finance - Style 1 (external)
- Application for Finance - Style 2
- Application for Finance - Style 2 (external)
- Application for Finance - Broker Specific - Style 1
- Application for Finance - Broker Specific - Style 1 (external)
- Application for Finance - Broker Specific - Style 2
- Application for Finance - Broker Specific - Style 2 (external)
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External reports make the broker the financier as long as the Undisclosed? field is set to Yes. |
There are three ways to view the Application for Finance Reports.
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title | Opening the Application for Finance Reports (Report Overview Screen) - Click here to expand... |
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| - From the File menu, select Reports.- OR - click the Reports icon Image Added.
- Select Current Application from the Select Report Category drop-down list.
- Select the required report.
- Press the Preview or Print button to preview or print the Application for Finance Report.
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title | Opening the Application for Finance Reports (Applications Screen) - Click here to expand... |
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| - From the Client menu, select Applications.
- Press the Print Preview icon (Image Added)
- Select the required report.
- Press the Preview or Print button to preview or print the Application for Finance Report.
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