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Checklist Type Browse
Purpose To provide a list of Checklist Types which match the specified search criteria. Access Checklist | Setup | Checklist Types F2 in Checklist Type field on the Account Quote Details dialog Search Criteria
Account Quote Details
Purpose To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. Timing Quotes may be created at any time Access Quote | Access Quotes | | ...
Day Start Processing Checklist
Cashbook Menu Explanation Check Edit/View Electronic Cashbook Transactions [Import] and process the Cashbook transactions for the previous day Repeat process for each bank account Manual Reconciliation Reconcile each bank account by entering the ...
Application Withdrawal Code Browse
Purpose To provide a list of Application Withdrawal Codes which match the specified search criteria Access Checklist | Setup | Application Withdrawal Codes Search Criteria
(Client) Account Quote Browse
Purpose To provide a list of Quotes that belong to the Client this dialog was accessed from Access from within a client Search Criteria There are no search criteria. A list of both active and inactive quotes for the client is presented Once a Quote ...