7.6.7 Other Details Sub Tab

This topic provides information on other details.

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. On the Origination, click Origination. Under Origination, click Underwriting.
  2. Under Underwriting, click Business. Under Business, click Business. Under Business, click Other Details.
  3. Click Edit.
  4. Verify financial details as well as assets and liabilities linked to the business.
    A brief description of the fields is given below:

    Table 7-22 Other Details

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

Parent topic: Business Tab