Home
Welcome to Finlease TFS Knowledge-base
This space is used to document all The Financeshop procedures for both support and broker staff.
The topics covered are shown below (You can navigate to them by clicking on the desired topic or you can use the menu on the left side of this page.
Below are links to the Insula TFS knowledge-base release notes, news, manuals and general how to sections.
- The Finance Shop - Administration Guide
- The Finance Shop - User Guide
- The Finance Shop - Smart Campaign
- The Finance Shop - Integration User Guide
- TFS Asset Purchase Calculator 12.0 User Guide - Administrator
- TFS Asset Purchase Calculator 12.0 User Guide - User
- TFS Product Suite Installation Guide
- TFS LAN Service
- TFS Entitlements Server
- Adding a client as a referrer
- Adding a clients service providers
- Adding a new Financier
- Amending a User's External System Credentials
- Amending Broker Security
- Balancing to a Maclease Quote.
- Changing the ABN and address details of entities for reporting purposes
- Configuring TFS Data Source
- Converting a User to a Broker
- Creating a report for a specific broker
- Creating Revenue Split Templates
- Emailing a vendor in relation to an application
- How to - The Loan Book
- How to produce Bank of Queensland (BOQ) documents
- Installing the Entitlement LAN Service
- Linking a Broker to a User record
- Merge clients
- Reporting on deals by a certain referrer
- Returning an Asset to the Asset Register
- Setting Your SMTP Sender Email Address in TFS
- The Finance Shop keeping you in touch with your clients through the Coronavirus pandemic
- Trailing Revenue
- Using The Batch Revenue Tool
- Registering on the Platform
Insula Software licenses the software and documentation product to you or your company solely on an 'as is' basis and solely in accordance with the terms and conditions of the licence agreement.
Insula Software makes no other warranties whatsoever, either express or implied, regarding the software or the content of the documentation. Insula Software hereby expressly states that you or your company acknowledges that Insula Software does not make any warranties, including, for example, with respect to merchantability, title, or fitness for any particular purpose or arising from course of dealing or usage of trade, among others.
Information contained within this knowledgebase is subject to change without notice.
Copyright © 1998 - 2018 Insula Software
All Rights Reserved.