Company Browse
Purpose
To
provide a list of Company Codes that have been established
Access
- Control | Edit/View Company Codes
- [F2] Lookup on Company field
Search Criteria
Related Articles
Company Details
Purpose Vault allows for multiple companies to be used. This is managed through the assignment of a company to an account on creation of the account. Reports can then be filtered or ordered to separate companies. The Dealer and Insurer (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 ...Region Details
Purpose The Region field is a mandatory field on all accounts This field may be used for Browse and Report filtering in Vault and Bailment. Regions are also used in Bailment to assign Stock Auditors to Bailment Dealers The list of available regions ...Account Source Details
Purpose The Account Source Code is used to identify accounts by a user defined code. Often used to identify the origination point of the account. Examples: Broker associated with the Account Staff members who are paid commission for introducing new ...Account Company Transfer
Purpose There is a requirement to be able to "move" lending accounts from one company to another The transfer may be undertaken on an account by account basis only Timing When a loan has been impaired and is to be transferred to another collection ...