7.6.7 Other Details Sub Tab

The Other Details sub screen records information regarding monetary amounts associated with the business such as profits, sales, and expenses.

To complete the Other Details sub tab
  1. Click Other Details sub tab.
  2. Click Edit.
  3. Verify financial details as well as assets and liabilities linked to the business.
    A brief description of the fields is given below:

    Table 7-21 Other Details

    Field Do this
    Other Details section
    Currency Select the currency.
    Business Type Select the type of business.
    Analysis Frequency Select the analysis frequency.
    LoanLine of creditLease Currency Gross Margin Factor The system displays the LoanLine of creditLease currency business’s gross margin factor.
    Gross Margin Factor Specify the business’s gross margin.
    Organization Type Select the type of organization.
    LoanLine of creditLease Currency Income The system displays the LoanLine of creditLease currency business income amount.
    Income Specify the business’s income amount.
    LoanLine of creditLease Currency Collection Average Specify the LoanLine of creditLease currency collection average.
    Collection Average Specify the collection average.
    LoanLine of creditLease Currency Proj Coll Avg Annual Specify the LoanLine of creditLease currency annual projected collection average.
    Proj. Coll.Avg.Annual Specify the annual projected collection average.
    LoanLine of creditLease Currency Book List Specify the LoanLine of creditLease currency business booklist.
    Book List Specify the business booklist.
    LoanLine of creditLease Currency Turn Over Specify the LoanLine of creditLease currency turnover amount.
    Turn Over Specify the turnover amount.
    LoanLine of creditLease Currency Capital Amount Specify the LoanLine of creditLease currency capital amount.
    Capital Amt Specify the capital amount.
    LoanLine of creditLease Currency Earned Surplus Specify the LoanLine of creditLease currency earned surplus amount.
    Earned Surplus Specify the earned surplus amount.
    LoanLine of creditLease Currency Gross Profit Specify the LoanLine of creditLease currency gross profit amount.
    Gross Profit Specify the gross profit amount.
    LoanLine of creditLease Currency Net Profit Specify the LoanLine of creditLease currency net profit amount.
    Net Profit Specify the net profit amount.
    LoanLine of creditLease Currency Working Capital Specify the LoanLine of creditLease currency working capital amount.
    Working Capital Specify the working capital amount.
    LoanLine of creditLease Currency Annual Sales Specify the LoanLine of creditLease currency annual sales amount.
    Annual Sales Specify the annual sales amount.
    LoanLine of creditLease Currency Projected Sales Specify the LoanLine of creditLease currency projected sales amount.
    Projected Sales Specify the projected sales amount.
    LoanLine of creditLease Currency Equity Specify the LoanLine of creditLease currency equity amount.
    Equity Specify the equity amount.
    Open Delq Specify the open delinquency amount.
    LoanLine of creditLease Currency Business Expenses Specify the LoanLine of creditLease currency business expenses amount.
    Business Expenses Specify the business expenses amount.
    LoanLine of creditLease Currency Personal Expenses Specify the LoanLine of creditLease currency personal expenses amount.
    Personal Expenses Specify the personal expenses amount.
    LoanLine of creditLease Currency Total Expenses View the LoanLine of creditLease currency total expenses amount.
    Total Expenses View the total expenses amount.
    LoanLine of creditLease Currency Annual Proj Sales Amt View the LoanLine of creditLease currency annual projected collection amount.
    Annual Proj Sales Amt View the annual projected collection amount.
    LoanLine of creditLease Currency Annual Proj Exp Amt View the LoanLine of creditLease currency annual projected expenses amount.
    Annual Proj Exp Amt View the annual projected expenses amount.
    LoanLine of creditLease Currency Current Assets View the LoanLine of creditLease currency current assets.
    Current Assets/Liability ratio View the current asset to liability ratio.
    LoanLine of creditLease Currency Fixed Assets View the LoanLine of creditLease currency fixed assets.
    Fixed Assets View the fixed assets.
    LoanLine of creditLease Currency Intangible Assets View the LoanLine of creditLease currency intangible assets.
    Intangible Assets View the intangible assets.
    LoanLine of creditLease Currency Current Liabilities View the LoanLine of creditLease currency current liabilities
    Current Liabilities View the current liabilities.
    LoanLine of creditLease Currency Long Term Liabilities View the LoanLine of creditLease currency long term liabilities.
    Long Term Liabilities View the long term liabilities.
    LoanLine of creditLease Currency Total Assets View the LoanLine of creditLease currency total assets.
    Total Assets View the total asset amount.
    LoanLine of creditLease Currency Total Networth View the LoanLine of creditLease currency total net worth amount.
    Total Net worth View the total net worth amount.
    LoanLine of creditLease Currency Total Liability View the LoanLine of creditLease currency total liability amount.
    Total Liability View the total liability amount.
    Debt Net worth Ratio View the debt to net worth ratio.
    Current Assets/Liability ratio View the current asset to liability ratio.
    Signatures
    Title 1-4 Specify the title.
    Signature1-4 Specify the signature.

Parent topic: Business Tab