Finance Company Setup

Finance Company Setup allows you to set up your finance companies/lenders.

  • To get there, click File -> Setup, then scroll down to Third Party, and beneath that click Finance Companies.

    • Click on New to create a new company.
    • Click on Open to edit the highlighted finance company (a company has to be highlighted from the list).
    • You can enter additional information specific to the finance company by filling in the information on the right hand side.
    • If you will also use this company for flooring purposes, you can specify whether to use a 365-day calendar or a 360-day calendar by clicking on the appropriate radio button.
    • Enter the company information, then click Save.