A web based software solution which can accommodate different variations of contracts, namely, Finance Leases, Operating Leases, Hire Purchases and Loans under Fixed Interest and Variable Interest environment.
- Administration
- Marketing
- Credit
- Finance
- Invoicing
- Collection
- MIS
- User guide
1. Administration
Administration sub module can be used for setting up all reference objects which are required when processing a leasing a application and it is classified as System user, Overall system references, Geographical areas,Lincensee organization structure,Inquiry,Pricing,Application process, Credit evaluation, Finance, Termination and exceptions, Follow up and Factoring
- System User
- Overall system references
- Geographical arrears
- Licensee organization structure
- Inquiry
- Pricing
- Application process
- Credit evaluation
- Finance
- Termination and exceptions
- Follow up
2. Marketing
Marketing sub module can be use to process an application at initial stage. Following marketing related functions can be processed through the marketing sub module.
- Inquiry
- Pricing
- Quotation
- Application Process
- Application status report
- Change Proforma invoice
3. Credit
This sub module can be used to process following credit related functions.
- Credit verification
- Credit score model
- Credit approval 1 & 2
- Finance number entry Purchase order generation
- Payment requisition
- Add and delete guarantors
- Standing order entry
- Activate and reverse applications
- Crib letter generating
4. Finance
Finance sub module consists of following options.
- Payment requisition and Account entry
- Payment approval 1&2
- Other payment
- Cheque printing
- Cheque disburse or cancellation
- Termination process
- Over due interest
- Security file movement
- Finance activation
- Day end routine
- Income suspense and provisioning
5. Invoicing
This sub module can be used for generating invoices, printing invoices and entering debit notes. Invoicing sub module consists of following options.
- Invoices-Generating
- Invoices-Printing
- Debit note
6. Collection
Collection sub module consists of potions which are covered to normal collection process and recoveries process. This module consists of following options.
- Assign collection officer
- Receipt entry/invoice allocation/deposit and return/realization
- Temporary receipts
- Post dated cheque entry and receipt generation
- Group receipts
- Repossession
- Legal actions
- Tax invoice
- Thanking letters
7. MIS
MIS sub module consists of reports under each category as follows. MIS relate to,
- Marketing
- Credit
- Finance
- Collection
- Accounting
- Invoicing
- Insurance
- Senior management
8. User Guide
User guide consists of leasing and loan user guide.