The Finances module of CompleteEmpire facilitates the management of finance opportunities through lodgement and successful processing of all lending related finance activities.
New finance work can be created from anywhere within CompleteEmpire using the [Create New] button in the Work Panel Header (breadcrumbs bar) or via the Main Menu clicking {Finances}>[Create New] in the Work Panel Quick Access button group The quick entry window captures the basic information required before proceeding to the Finances Edit view where more detail can be added. Creating the work this way would be because of a direct and very specific request from the client. Ideally the work would be created via an Opportunity (preferred) or via the Account where you can create a new Opportunity and/or search for an existing Opportunity that may be for the same work.
- Click {Finances} - to open the Finances view.
- Click [Create New] + icon in the Finances view Work Area Quick buttons to open the New Finances window.
OR
- Click on [Create New] in the Quick Actions button group in the Work Area Header (breadcrumb bar) and click {Finance Enquiry} to open the New Finances window. This can be done from anywhere within CompeteEmpire.
New Finance Enquiry window
- Complete as many fields as possible noting that fields outlined in red are mandatory.
- Click [OK] to save the new finance enquiry. This will open the Finances Work Edit view for the account. At this point additional information can be added to complete the task. The Edit view can be accessed anytime in the future to add or edit information as required.
Creating a new finance enquiry for an account within the work
If from within the Finance Work you wish to create a new finance enquiry then the system will first check to ensure that the work has not already been created from an opportunity or id for existing work.
If you are in the account of xxxxx then you will be presented with the question -
- {Is the new finance enquiry for xxxxx?} - click [Yes]/[No]
If you select [Yes] then a full list of possible existing opportunities for the account will be listed for you to select.
- Sort using the filters provided, Type and or Status.
- Highlight the opportunity and click [Select & Continue] - to create the new finance enquiry linked to the existing opportunity; or
- Click [Continue] - to create a new finance enquiry. Refer to New Finance Enquiry window
At this point you have created the work and can proceed to updates the status, add additional information, create new opportunities from the work, add securities information and confirm commissions or referral fees if any and prepare invoices and renewals for the work.
The Summary/Edit view for the Finances work for the account can be accessed anytime in the future to add or edit information as required.
Refer to Explore the Finances Summary view and Explore the Finances Edit view
Enquiry - is the initial status automatically assigned.
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