Finance agreement finance detail change reason
Finance agreement finance detail change reasons are pre-defined reasons that the finance company can define that can be used by team members when they modify the financial details on a finance agreement.
1. To create a reason, navigate to Configuration > Setup > Finance Agreement Finance Detail Change Reasons under the “Finance Agreements Section”
2. Please ensure you filter to check the reason does not already exist before capturing a new one.
3. Select the
icon in the top right hand corner
4. Enter the reason.
5. Once the information is provided click on
button to save the details or if you would like to exit out of this, click on the
button.
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