Adding a new Financier

Owned by Mitch Robinson (Deactivated)
Last updated: Jun 28, 2022 by Matthew Garrett
1 min read


     

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This article shows you how to add a new Financier to The Finance Shop.

In TFS Administration

  1. Click on Entity \ Financiers.
  2. Click on New
  3. Click on the pop up button
  4. Click on Yes to add a new Financier entity



Enter the details of the new Financier.

If your TFS has multiple Contexts you should can add it All Contexts;


  1. Click on the Roles/Account Tab
  2. Click on the Edit button.
  3. Click on the Context Popup.
  4. Select All Contexts
  5. Click OK.



When you have added the entity you can select the finance methods that are available from the Financier. Some finance methods may require a complex calculation record.

For instructions on configuring Complex Calculations, please see:

Complex Calculations