Finance
Article Index
Building Contract Finance
The Building Contract Finance screen manages workflows, values, and contacts for finance applications and mortgage processes.
Building Contract Finance History
This list screen caters for multiple finance applications on the contract.
Building Contract Savings Programme
The Building Contract Savings Programme screen manages the payments and deposits made while completing a savings programme. These payments do not impact on the contract amount.
Procedures
Creating A Forecast Deposit Programme
Click Template. The Create a Forecast Deposit confirmation prompt will appear.
Click Yes to create a forecast deposit.
If an existing forecast deposit exists, click Yes if the Delete Existing Forecast Deposits confirmation prompt appears.
Building Contract Savings Programme Details
The Building Contract Savings Programme Details screen is used to create deposits and to compare deposits versus payments. A number of views are available including:
Forecast Deposits versus Forecast Payments
Forecast Deposits versus Actual Deposits
Forecast Deposits versus Actual Payments
Forecast Payments versus Actual Payments
Actual Deposits versus Forecast Payments
Actual Deposits versus Actual Payments
Procedures
Creating A Building Contract Finance Deposit
Click New. The Deposit dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new building contract deposit will be created.
Building Contract Deposit Programme
The Building Contract Deposit Programme screen is used to create deposits and to compare deposits versus payments programmes. A number of views are available including:
Forecast Deposits versus Forecast Payments
Forecast Deposits versus Actual Deposits
Forecast Deposits versus Actual Payments
Forecast Payments versus Actual Payments
Actual Deposits versus Forecast Payments
Actual Deposits versus Actual Payments
Procedures
Creating A Building Contract Finance Deposit
Click New. The Deposit dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new building contract deposit will be created.