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FREQUENTLY ASKED QUESTIONS

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There are several application for finance reports available within TFS.

The available reports include:

  1. Application for Finance - Style 1
  2. Application for Finance - Style 1 (external)
  3. Application for Finance - Style 2
  4. Application for Finance - Style 2 (external)
  5. Application for Finance - Broker Specific - Style 1
  6. Application for Finance - Broker Specific - Style 1 (external)
  7. Application for Finance - Broker Specific - Style 2
  8. Application for Finance - Broker Specific - Style 2 (external)

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.


 Opening the Application for Finance Reports (Report Overview Screen) - Click here to expand...
  1. From the File menu, select Reports.- OR -  click the Reports icon .
  2. Select Current Application from the Select Report Category drop-down list.
  3. Select the required report.
  4. Press the Preview or Print button to preview or print the Application for Finance Report.

 Opening the Application for Finance Reports (Applications Screen) - Click here to expand...
  1. From the Client menu, select Applications.
  2. Press the Print Preview icon ()
  3. Select the required report.
  4. Press the Preview or Print button to preview or print the Application for Finance Report.




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