TFS 2019 - Main
- Matthew Garrett
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The Finance Shop 2019
A host of new features making The Finance Shop giving you greater control and visibility of your business
Removal of the Sentinel Key | Integrated Email |
|---|---|
Previously there were several constraints on how you could install and access TFS. | TFS 13 introduced a new email solution where all emails sent from TFS are now sent via the Insula Perspective Gateway solution. A client comment is created with the contents of the email. Each user can set up their own signature within the system. |
More flexible alerts and follow-ups | Change in residual calculations |
You can now link alerts and follow-ups to specific applications and quotes. | There are new options on the calculations screens to allow for the different way Maclease calculate residuals. |
Due to the additional goods types and categories being added to specific financiers we have added the ability to filter on financier in certain screens.
A complete list of the new functionality can be seen below;
- Alerts on applications/quotes
- Asset register valuation
- Client commitments schedule
- Creating\amending report profiles
- Database tool to set ownership
- Emails use the Perspective Gateway
- Follow-ups on apps/quotes
- Mapped drive validation at startup
- Residual calculations for Macquarie
- New Asset and Liability Codes for Macquarie
- Ability to filter list items based on financier