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Purpose Document defines asset acquisition process in SOFT4Leasing. Setup Navigate to Financial Product Setup and set values for following fields. General fastab:...
March 18th, 2025 164 views 0 likes
Purpose The full asset value invoice functionality allows to issue VAT invoice for customer on full asset and options value...
March 18th, 2025 197 views 0 likes
PURPOSE The off-balance accounting functionality allows to post and monitor unused credit line limit and approved amount financed in off-balance...
March 18th, 2025 146 views 0 likes
Purpose The Master Quote functionality is designed to create multi-proposal leasing quotes for customers, for example if customer wants to...
March 18th, 2025 196 views 0 likes
Purpose Financial Products is an essential setup component, and no leasing Quotes or Applications can be completed without Financial Product...
March 18th, 2025 282 views 0 likes
Purpose Programs is an essential setup component, and no leasing Quotes or Applications can be completed without Program selection. Leasing...
March 18th, 2025 186 views 0 likes
Figure 1 Leasing Posting Setup Fin. Product - defines Financial Product for which Leasing Posting Setup is applicable. Individual/Business - defines customer...
March 18th, 2025 229 views 0 likes
Purpose The overall asset financing process begins from a quote creation. A contract cannot be created without a quote.As not...
March 18th, 2025 205 views 0 likes
Setup Leasing Setup field Standard Address Input defines how address information will be entered: If it is set to true, then only standard...
March 18th, 2025 207 views 0 likes
Purpose The purpose of subvention functionality is to enable leasing companies to manage a variety of subvention scenarios. Subvention can...
March 18th, 2025 193 views 0 likes
Purpose Rental product in Soft4Leasing implements requirements for flexible car rental, typically for consumers and small businessess, where customer will...
March 19th, 2025 172 views 0 likes
Purpose SOFT4Leasing Contract - Direct Debit Collection allows to build direct debit payments schedule and collect funds from Customers’ bank...
March 19th, 2025 194 views 0 likes
Purpose Email Notifications functionality allows to create and distribute various types of email notifications to customers, originators, suppliers, and back-office users....
March 19th, 2025 163 views 0 likes
Purpose Refinance feature helps business users to process contract roll-over, i.e., close old contracts and refinance the pay-out figure via...
March 19th, 2025 147 views 0 likes
PURPOSE The module has a set of functions for “sale of receivables” process management. This solution allows for multiple funders/trusts:...
March 19th, 2025 133 views 0 likes
Purpose The Master Contract functionality is designed to streamline the management of multiple contracts of single customer. It serves as...
March 19th, 2025 155 views 0 likes
Purpose E-signature module purpose is to allow electronic signing of the leasing contracts. The module can use OneSpan or DocuSign...
March 20th, 2025 151 views 0 likes
Purpose Workflows functionality enables users to create and maintain sequences of activities that involves employees with various positions tasks. Maintaining...
March 20th, 2025 106 views 0 likes
Purpose Contract Validation Rules purpose is to check Quote, Application or E-Signatures Signers data. To use these configurable rules instead...
March 20th, 2025 150 views 0 likes
Purpose Dealer/ Broker web access utilization aims to provide limited access to the system for credit application introductions. Module includes...
March 20th, 2025 118 views 0 likes
PURPOSE JATO Car specs module allows user to configure vehicle by choosing vehicle options, by predefined rules. SETUP Brand Code...
March 21st, 2025 141 views 0 likes
Borrowings module purpose Borrowings (also known as Funding Loans) module allows loans to be tracked on a General Ledger level,...
March 21st, 2025 116 views 0 likes
Product purpose Document management functionality enables users to easily manage leasing documents. This includes: Modifying document templates. Setting up frequently...
March 21st, 2025 104 views 0 likes
Purpose Variable Interest module allows variable interest component attaching to Contracts and Loans. Most often, it is 3, 6 or...
March 21st, 2025 138 views 0 likes
Purpose Multicurrency module allows to finance leasing agreements in foreign currency. The module effects contract, A/P, A/R ledgers. Module Setup...
March 21st, 2025 151 views 0 likes
Commissions purpose The purpose of commissions functionality is to enable leasing companies to manage a variety of commissions scenarios. Commissions...
March 21st, 2025 167 views 0 likes
Purpose Novated Lease module allows to transfer lease contract to another customer (from employee to employer) and expose the benefit...
March 21st, 2025 163 views 0 likes
Purpose Using asset variation procedure user can Pay-out selected assets, remove selected assets from contract at outstanding value, add newly...
March 21st, 2025 109 views 0 likes
Purpose Deposit functionality allows customer to make a deposit for specific contract to the leasing company. This deposit should be...
March 21st, 2025 87 views 0 likes
Purpose Penalty Interest functionality allows leasing company to calculate and charge customer penalty interest if instalments are not paid according...
March 21st, 2025 210 views 0 likes
Collections Worksheet In collection worksheet an officer sees customers who have debts. Collection officer tracks overdue amounts, overdue days and...
March 21st, 2025 126 views 0 likes
Purpose Notifications functionality allows to create and distribute notifications to customers, originators, suppliers, and back-office users.This includes: Configuring notifications Creating...
March 21st, 2025 172 views 0 likes
Purpose Azure storage is a cloud storage solution that provides various benefits for data storage and management. Azure storage allows...
March 21st, 2025 139 views 0 likes
Purpose Functionality allows to create initial invoices to customers for upfront amounts and downpayment before or on contract activation. Setup...
March 21st, 2025 178 views 0 likes
Purpose Asset repurchase functionality enables the leasing company to designate which entity will repurchase the asset at the conclusion of...
March 24th, 2025 130 views 0 likes
Purpose Direct Debit functionality enables leasing companies to facilitate the collection of payments from customers through the direct debit payment...
March 24th, 2025 116 views 0 likes
Purpose The Fleet product functionality enables leasing companies to generate quotes, applications, and contracts for services or insurance only. Setup...
March 24th, 2025 102 views 0 likes
Purpose The Mileage Assessment function allows leasing companies to periodically assess mileage, optimizing future customer costs. For example, if a...
March 24th, 2025 99 views 0 likes
PURPOSE This user guide provides comprehensive instructions for configuring services within leasing contracts, covering various aspects such as service setup,...
March 25th, 2025 130 views 0 likes