One of the important action is creating Financial Leasing. For its creating it's necessary to hold on four following steps, which you can find out in video below:

Details of Calculation

After you complete four steps mentioned in video above, you'll see Financing Card with status Calculation.

Open

In this status it's possible to change selected inputs, but in status Active it's possible to change only some calculation parameters throw the changes wizards.

• General

• Calculation

• Object

• Customer

• Invoices

• Invoicing

• Guarantee

• Closing

• Other

Under button called Process you can see Calculator lines, where it's possible to simulate different situations. There is also Payment calendar, which you can send to customer within the offer.

Open

Note:

After realizing every step in Financing Card, it's necessary to update calculation through button called Calculation, which is situated in section Process.

Calculation button saves changes which were done within financing card, recalculates the Calculator, brings changes to the Payment Calendar and recalculates the Payment Calendar.

You can find printed versions of data within sheet called Reports, which serve to send basic important data to your customers.

Note:

We are able to create also Financial Leasing calculation without selecting object. During creation of new calculation via wizard do not select the object from the list, but insert Object Description, Principal amount, Service, Insurance, Residual value. Data are transferred into Object Lines of the financing card calculation. To replace data with the real object you need to delete this current line in Object Lines part and add new FA via FH FA Lines Subform arrow/Add New FA:

Follow up:

How to do basic setup of OneCore Financial Leasing App

How to create new customer

How to create new object

How to send customer reports

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