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The posting setting is described here.

  1. Guarantee types

The list of Guarantee types used in financing contract. All guarantees which are set up in this section, you can choose during the process of the loan creating. New types are added by button New.

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  • Starting No. - it is used for first document number. If the numbering is "Default Nos" the system will automatically increments the document number by one.

  • Ending No. - if it is filled the system notifies you of the ending series.

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  1. Contract Transfer

It is possible to define Transfer Fee Payment Term and Transfer Fee Standard OneCore Sales Code in case of Contract Transfer.

For more information follow How to work with contract changes.

  1. Non-working days

The system offers you the possibility to setup:

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For more information follow How to set up working days, public holiday.

  1. Withdrawal Slip

For posting drawing of the Loan, the Credit memo feature is used. It must be filled "General Journal Template", "General Journal Batch" and "Temp Receivable Account" as G/L account for clearing.

Follow up:

Dashboard

How to create new financial leasing

How to create customer

How to set up posting

How to set up change log