Saturday, November 10, 2012

Finance Express Opens Editing for Contracted Deals



Finance Express now allows you to make edits to the deal when it's in a contracted status that do not effect the contractual agreement between you and the customer.  The edits that are allowed in a contracted status are:

  • Commissions
  • Discounts/Acquisitions
  • Reserves
  • Cost associated with warranties and GAP
Once the change has been made, you will need to hit calculate to update the information you made changes to.  This feature is also secure.  If you don't want your employees having access to this feature, you will uncheck their security right for "can edit contracted deals".

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