The Finance Shop - How To
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RELEASE NOTES NEWS BULLETINS TFS MANUALS FREQUENTLY ASKED QUESTIONS
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
- 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