Finance agreement finance detail change reason

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.