General
Account Insurance Policy Details
Purpose The Insurer module is used to record details of financed insurance where a component of that insurance is to be paid to an insurer or the insurance is retained by the finance company as income (usually payment waiver and GAP) There may be ...
Insurer Details
Purpose Displays any internal Insurance Policies held by the loan client The policy is normally a requirement of the loan Timing Insurer details may be added or edited at any time Access from a Lending Account Details dialog Dialog Details Details ...
Insurer 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 Insurer | Edit/View Insurer Control Details Dialog Details Details Specific Fields Field ...
Insurer Account Type Setup
Purpose Allow the setup of transaction types that will control the posting of insurance policy and insurance rebate amounts to an Insurer Account. Access Account | Edit/View Account Types | | Insurer Account Type Details | Dialog Details Details ...
Insurer Account Details
Purpose Insurer Accounts are just a specialised sundry creditor account that records amounts of financed insurance that are due to be paid to third party insurers, or retained as insurance income. The future ledger may be used to record insurance ...
Insurance Policy Type Details
Purpose Allow the setup of the type of insurance that will be financed and rules applying to those policies Access Insurer | Edit/View Policy Types Dialog Details Details Specific Fields Field Explanation Insurance Commission Transaction Type If ...
Insurance Details
Purpose Records the details of an external insurance policy held by the loan client The policy is normally a requirement of the loan Timing Insurance policy details may be added or edited at any time Access from a Lending Account Details dialog ...
Policy Type Browse
Purpose To provide a list of Insurance Policy Types that have been established Access Insurer | Edit/View Policy Type [F2] Lookup on Policy Type Field Search Criteria
Financed Insurance [Insurer]
Purpose The Insurer module is used to record details of financed insurance where a component of that insurance is to be paid to an insurer or the insurance is retained by the finance company as income (usually payment waiver and GAP). There may be ...