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Create Financial Leasing

One of the important action is creating Financial Leasing. For its creating it's necessary to hold on four following steps, which you can find out in video below:

Solitea Loans Express – Streamline your loan management processes

Details of Calculation

After you complete four steps mentioned in video above, you'll see Financing Card with status Calculation.

Creating Financial Leasing!

In this status it's possible to change selected inputs, but in status Active it's possible to change only some calculation parameters throw the changes wizards.

  • General
  • Calculation
  • Object
  • Customer
  • Invoices
  • Invoicing
  • Guarantee
  • Closing
  • Other
  • Under button called Process you can see Calculator lines, where it's possible to simulate different situations. There is also Payment calendar, which you can send to customer within the offer.

    Creating Financial Leasing!

    Note:

    After realizing every step in Financing Card, it's necessary to update calculation through button called Calculation, which is situated in section Process. All of the changes you made will be reflected in the Payments Calendar.

    You can find printed versions of data within sheet called Reports, which serve to send basic important data to your customers.

    Creating Financial Leasing!

    Follow up:

    How to do basic setup of OneCore Financial Leasing App

    How to create new customer

    How to create new object

    How to send customer reports

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