The Finance Shop - How To

This section gives some more detailed information on performing specific processes and actions within TFS

• Adding a client as a referrer
• Adding a clients service providers
• Adding a new Financier
  • Complex Calculations
• 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 - Loan Contract Menu
    • How to - Contract Overview
    • How to - Schedule
    • Late Payments
• 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
  • Creating a CSV \ Spreadsheet extract of entity data.
  • Creating a Campaign
• Trailing Revenue
• Using The Batch Revenue Tool
  • Marking a revenue item as received
• Registering on the Platform