Credits and leases Form
The operation of both document types, Given and Received is the same, with certain specific features of one and the other.
Individual credits/leases can also be booked according to a pre-set matrix and through the automatic booking process in PANTHEON.
We can "attach" various arbitrary amounts to individual credits/leases for different charges, additional services, etc. From these we create invoices and post them automatically.
We can also change the interest rate or percentage points of individual credits/leases as the lease term progresses.
For credits and leases received, it is possible to create payment orders directly from the individual instalment(s). For instalment payments on loans/leases received and granted, the linking of payments from the posting of statements.
The form for loans and leases is accessed from menu Financials | Credits and Leases by selecting created Document Type and consists of:
1. Toolbar: The toolbar is found on each PANTHEON form at the top of the program window. The features specific to the Credits and Leases form can be accessed by clicking the:
2. Header: In header key information of document are set such as document number, clerk, status of document etc.
3. Tabs: In this part there are tabs where you can add/change data about principal and instalments and calculation for credit/lease, manage payments, bank information etc. Each tab we will describe in its chapter:
- Header: On this tab you find basic information about created document.
- Posts: On tab posts you can see account setting and possible postings.
- Payments: On payments tab you create payment orders to repay installments or loan with interest.
- Payment Plan: The tab allows you to define payment plan to pay the instalments.
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This tab show when creating document of lease and selected in section Repayment type option By payment Plan.
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4. Tabs of created credit/lease: this section can be divided into tabs.