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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 83 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 74 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 69 views 0 likes
Purpose The Master Quote functionality is designed to create multi-proposal leasing quotes for customers, for example if customer wants to...
Purpose Financial Products is an essential setup component, and no leasing Quotes or Applications can be completed without Financial Product...
March 18th, 2025 100 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 77 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 80 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 88 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...
Purpose The purpose of subvention functionality is to enable leasing companies to manage a variety of subvention scenarios. Subvention can...
March 18th, 2025 75 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 89 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 72 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 78 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 70 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 66 views 0 likes
Purpose The Master Contract functionality is designed to streamline the management of multiple contracts of single customer. It serves as...
Purpose E-signature module purpose is to allow electronic signing of the leasing contracts. The module can use OneSpan or DocuSign...
March 20th, 2025 61 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 56 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 67 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 55 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 61 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 60 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 37 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 59 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 63 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 62 views 0 likes
Purpose Novated Lease module allows to transfer lease contract to another customer (from employee to employer) and expose the benefit...
Purpose Using asset variation procedure user can Pay-out selected assets, remove selected assets from contract at outstanding value, add newly...
Purpose Deposit functionality allows customer to make a deposit for specific contract to the leasing company. This deposit should be...
March 21st, 2025 42 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 57 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 55 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...
Purpose Azure storage is a cloud storage solution that provides various benefits for data storage and management. Azure storage allows...
Purpose Functionality allows to create initial invoices to customers for upfront amounts and downpayment before or on contract activation. Setup...
March 21st, 2025 66 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 54 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 70 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 59 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 58 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 54 views 0 likes