This table shows navigation paths for Lease and Finance Management pages.
Page Name | Navigation Path |
---|---|
Account Balance | Finance > Accounting > Account Balance |
Accounting Transactions | Investors > Transactions > Accounting Transactions Finance > Accounting Transactions |
Accrual Override | Finance > Accrual Override |
Asset Return Request | Asset Management > Return Requests |
Batch Receipts | Operations > Batch Receipts |
Buy Back Streams | Investors > Transactions > Buy Back Streams |
Checklists | Operations > Credit > Checklist Template Risk Management > Credit Policies > Checklist Template |
Consolidated Counters | Operations > Counters |
Consolidated Quotes | Asset Management > Quote Consolidations |
Contract Portfolios | Asset Management > Contract Portfolios |
Contracts | Customers > Contracts Operations > Contracts Asset Management > Contracts |
Contract Trial Balance | Finance > Accounting > Contract Trial Balance |
Create Asset Return Request | Asset Management > Return Requests > Create |
Create Batch Receipt | Operations > Batch Receipts > Create Batch |
Create Checklist | Operations > Credit > Checklist Template > Create Risk Management > Credit Policies > Checklist Template > Create |
Create Consolidated Counter | Operations > Counters > Create |
Create Consolidated Quote | Asset Management > Quote Consolidations > Create (Note: Click Continue on the Create Consolidated Quote page to provide applicable information) |
Create Contract | Customers > Contracts > Select applicable option in Create field and click Go Operations > Contracts > Select applicable option in Create field and click Go Asset Management > Contracts > Select applicable option in Create field and click Go |
Create Credit Line | Customers > Credit > Credit Lines > Create Risk Management > Credit Approvals > Credit Lines > Create |
Create Disbursement Term for a Vendor | Vendors > Disbursement Terms > Create |
Create End-of-Term Option | Marketing > Pricing Programs > End-of-Term Options > Create |
Create Insurance Asset Classes | Risk Management > Insurance Programs > Insurance Asset Classes > Create |
Create Insurance Product | Risk Management > Insurance Programs > Insurance Products > Create |
Create Insurance Restriction | Risk Management > Insurance Programs > Insurance Restrictions > Create |
Create Insurer Rankings | Risk Management > Insurance Programs > Insurer Rankings > Create |
Create Investor Agreement | Investors > Investor Agreements > Create |
Create Invoice Message | Operations > Invoice Messages > Create |
Create Item Residual | Asset Management > Item Residuals > Create |
Create Lease Application | Customers > Credit > Lease Applications > Create Risk Management > Credit Approvals > Lease Applications > Create |
Create Lease Application Template | Operations > Credit > Lease Application Templates > Create Risk Management > Credit Policies > Lease Application Templates > Create |
Create Lease Opportunity | Sales > Lease Opportunities > Create |
Create Lease Rate Set | Marketing > Pricing Rates > Lease Rate Sets > Create |
Create Like Kind Exchange | Finance > Asset Transactions > Like Kind Exchange > Create |
Create Manual Bill | Operations > Manual Invoices > Create |
Create Manual Receipt | Operations > Receipts > Create Receipt |
Create Mass Rebook | Finance > Mass Rebook Requests > Create (Note: Click Next on the Create Mass Rebook page to provide applicable information) |
Create Master Lease Agreement | Customers > Master Lease Agreements > Create |
Create Operating Agreement | Vendors > Operating Agreements > Create |
Create Pool | Investors > Pools > Create |
Create Pricing Adjustment Matrix | Marketing > Pricing Rates > Pricing Adjustment Matrices > Create |
Create Program Agreement | Vendors > Program Agreements > Select Program Agreement in Create field and click Go |
Create Program Agreement Template | Vendors > Program Agreements > Select Program Template in Create field and click Go |
Create Refund | Vendors > Cure Refunds > Create |
Create Remarketer Assignments | Asset Management > Remarketing Policies > Remarket Assignments > Create |
Create Repair Costs | Asset Management > Remarketing Policies > Repair Costs > Create |
Create Request | Vendors > Cure Requests > Create |
Create Specific Loss Provision | Investors > Transactions > Loss Provisions > Create Finance > Loss Provisions > Create |
Create Standard Rate Template | Marketing > Pricing Rates > Standard Rate Templates > Create |
Create Subsidy | Marketing > Pricing Programs > Subsidies > Create |
Create Subsidy Pool | Marketing > Pricing Programs > Subsidy Pools > Select applicable option in Create field and click Go |
Create Vendor Account | Vendors > Vendor Account > Select Party with out an associated vendor account and click Add Vendor Account |
Credit Lines | Customers > Credit > Credit Lines Risk Management > Credit Approvals > Credit Lines |
Cure Refunds | Vendors > Cure Refunds |
Cure Requests | Vendors > Cure Requests |
End-of-Term Options | Marketing > Pricing Programs > End-of-Term Options |
Funding Request | Risk Management > Funding Requests |
Insurance Asset Classes | Risk Management > Insurance Programs > Insurance Asset Classes |
Insurance Products | Risk Management > Insurance Programs > Insurance Products |
Insurance Restrictions | Risk Management > Insurance Programs > Insurance Restrictions |
Insurer Rankings | Risk Management > Insurance Programs > Insurer Rankings |
Investor Agreements | Investors > Investor Agreements |
Invoice Messages | Operations > Invoice Messages |
Invoices | Operations > Invoices |
Item Residuals | Asset Management > Item Residuals |
Lease Application Templates | Operations > Credit > Lease Application Templates Risk Management > Credit Policies > Lease Application Templates |
Lease Applications | Customers > Credit > Lease Applications Risk Management > Credit Approvals > Lease Applications |
Lease Opportunities | Sales > Lease Opportunities |
Lease Rate Sets | Marketing > Pricing Rates > Lease Rate Sets |
Like Kind Exchange | Finance > Asset Transactions > Like Kind Exchange |
Loss Provisions | Investors > Transactions > Loss Provisions Finance > Loss Provisions |
Manual Invoices | Operations > Manual Invoices |
Manual Receipts | Operations > Receipts |
Mass Rebook | Finance > Mass Rebook Requests |
Master Lease Agreement | Customers > Master Lease Agreements |
Off-Lease Asset Transactions | Finance > Asset Transactions > Off-Lease Asset Transactions |
Operating Agreements | Vendors > Operating Agreements |
Payable Invoices | Investors > Transactions > Payable Invoices |
Pools | Investors > Pools |
Pricing Adjustment Matrices | Marketing > Pricing Rates > Pricing Adjustment Matrices |
Program Agreements | Vendors > Program Agreements |
Quick Quotes | Sales > Quick Quotes |
Quick Quotes: Quote Details | Sales > Quick Quotes > Create (Note: Click Next on the Quote Details page to provide/view applicable information) |
Receivable Invoices | Investors > Transactions > Receivable Invoices |
Remarket Orders | Asset Management > Remarket Orders |
Remarketer Assignments | Asset Management > Remarketing Policies > Remarket Assignments |
Repair Costs | Asset Management > Remarketing Policies > Repair Costs |
Reports Summary | Setup > Accounting > Reconciliation Templates |
Requests | Operations > Processing > Monitor Finance > Processing > Monitor Asset Management > Processing > Monitor |
Residual Value Writedown | Finance > Asset Transactions > Residual Value Writedown |
Salvage Value Writedown | Finance > Asset Transactions > Salvage Value Writedown |
Schedule Request | Operations > Processing > Schedule (Note: Click Next on the Schedule Request page to provide applicable information) Finance > Processing > Schedule (Note: Click Next on the Schedule Request page to provide applicable information) Asset Management > Processing > Schedule (Note: Click Next on the Schedule Request page to provide applicable information) |
Standard Rate Templates | Marketing > Pricing Rates > Standard Rate Templates |
Subsidies | Marketing > Pricing Programs > Subsidies |
Subsidy Pools | Marketing > Pricing Programs > Subsidy Pools |
Task Setup for Automatic Insurance | Risk Management > Insurance Programs > Insurance Tasks |
Update Task Setup for Automatic Insurance | Risk Management > Insurance Programs > Insurance Tasks > Create |
Variable Interest Rate Processing | Operations > Processing > Variable Interest Processing Status Finance > Processing > Variable Interest Processing Status Asset Management > Processing > Variable Interest Processing Status |
Vendor Accounts Summary | Vendors > Vendors Account |
Vendor Disbursement Terms | Vendors > Disbursement Terms |