General
Fixed Loan Account Type Setup
Purpose The Fixed Loan Account Type details setup will specify the calculation rules, Transaction Types and General Ledger codes that are used to post control transactions on the Fixed Loan Account. Access Account | Edit/View Account Types | | ...
Fixed Loan Early Termination Details
Purpose To calculate Early Termination (settlement) figures for a Fixed Loan Access from the Fixed Loan Account Details dialog Dialog Details Details Specific Fields Early Termination Section Field Explanation Termination Reason Not required for a ...
Fixed Loan Finance Details
Purpose To provide a breakdown of the loan cost items and allows the management of instalments Timing The Finance details may be accessed at any time. Instalments may be altered during the life of the loan. It is recommended that if further funds are ...
Fixed Loan Dealer Profile Details
Purpose To allow the system to apply rules too: determine the components of a Fixed Loan that are payable to the Dealer when a loan is settled calculate commission if required Timing Dealer Profiles may be established as required At least one Dealer ...
Fixed Loan Dealer Profile Payout Details
Purpose To allow the setup of rules that will determine how Cost Items of a Fixed Loan are transferred to a Dealer account Warning After setup, if any detail is changed then each time a Fixed Loan account associated with this dealer profile is d, new ...
Fixed Loan Control Details
Purpose Provide control details for the month end roll over process, key setup parameters and allow file paths to be selected for custom reports Access Fixed Loan | Edit/View Fixed Loan Control Details Dialog Details Details Specific Fields Field ...
Fixed Loans – Dealer Profile Browse
Purpose To provide a list of Fixed Loan Dealer Profiles that have been established Access Fixed Loan | Edit/View Fixed Loan Dealer Profiles [F2] Lookup on Dealer Profile Field in a Fixed Loan Account Search Criteria
Fixed Loan Account Details
Purpose Fixed Loan Accounts are used to record and manage loans that are fixed in nature. The interest rate is fixed for the life of the loan and the expected repayments usually do not alter. Timing Fixed Loan Accounts may be viewed or set up at any ...
Correcting a loan where finance details have not persisted from the quote
Purpose To correct a loan where the finance details have not persisted from the quote but have posted transactions to the ledger. This maybe due to a system crash when the Mk. Acc button is pressed in the quote module. Correcting the Fixed Loan ...