Accruals/Earnings
This video shows the different methods of processing earnings.
Financed Lease with Contract Item Earnings and Loan withBenchmark Pricing Example
7 minute video provides an example of the earnings to expect on a lease with a contract item, and a loan with benchmark pricing.
This video reviews the earnings calculations on a financed lease and a loan.
Admin/System
The attached 21 minute video goes over navigating ASPIRE and understanding the menus and layouts available.
Asset Management
The attached documents and linked videos provides an overview of how equipment is managed in ASPIRE.
Video 1 - Industry Concepts 2:20
Video 2 - Equipment Main Screen :45
Video 3 - Toolbar Functions 4:35
Video 4 - Other Equipment Screens 7:45
Video 5 - Depreciation 3:00
Video 6 - Add Equipment from Inventory 1:30
Video 7 - Equipment List 3:30
Video 8 - Asset Disposal 9:30
The linked set of videos and related document attachments cover all aspects of working with collateral in ASPIRE.
Video 1 - Collateral Introduction 1:45
Video 2 - Collateral Industry Concepts 3:30
Video 3 - Financed Collateral 1:40
Video 4 - True Collateral 1:00
Video 5 - Collateral Fields 6:40
Video 6 - Collateral Header Functions 2:35
Video 7 - Supplemental Collateral Screens 3:30
Authentication/Security
The linked 13 minute video explains the setup of the ASPIRE Security Profiles.
Billing Adjustments
The linked 9 minute video reviews the credit memo creation process to reverse a scheduled billing.
Cash Management/Payments
The linked 8
minute video explains how to manage or change a contract EFT schedule.
Contract Originations
The linked 7 minute video shows how configurable forms (a.k.a. application templates) are used in ASPIRE.
The series of linked videos covers the process of creating a configurable form with demonstrations of key sections.
Video 1 - Introduction - 5:30 minutes
Video 2 - Account Demo - 8:50
Video 3 - Asset Demo - 3:50
Video 4 - Contract Structuring Demo - 6:30
Video 5 - Documents and Contract Entry Page Demo - 5:05
Enter a Contract via Contract Main
The linked 4 minute video shows how to enter a lease or a loan through the Contract Explorer - Contract Main screen.
Contract Pricing
The linked 3 minute video reviews the process for setting up Finance Products in ASPIRE.
Contract Rewrite
Contract Modification - Payment Restructure
The linked 5 1/2 minute video covers the process of restructuring a payment schedule through a contract modification.
Contract Modification - Payment Schedule Restructure
A 6 minute video of a contract modification that skips 6 payments and includes a rate change.
Contract Modification - Principal Paydown
The linked 6 minute video demonstrates how to do a mid-term loan principal paydown.
Contract Modification - Mid-Term Asset Disposal
The linked 9 minute video walks through the process of selling an asset from a lease mid-term.
Contract Modification - Mid Term Asset Addition
The linked 6 minute video demonstrates how to add an asset to an existing lease mid-term.
Credit Adjudication
Credit Adjudication Screens and Pulling Credit Reports
The attached videos walk through the Contract Explorer - Credit Adjudication screens with a brief explanation of functionality they provide. Video number 2 provides an overview of pulling credit reports.
Video 1 - Credit screens 8:50
Video 2 - Pulling Credit Reports 5:15
Customer Service
The linked series of videos will demonstrate the various features and functionality available on the Tasks menu - Customer Service screen.
Video 1 - Introduction - 3:00 minutes
Video 2 - Customer and Contract tabs - 1:45
Video 3 - Aging and Transactions tabs - 2:45
Video 4 - Documents and User Defined tabs - 1:40
Video 5 - Billing and Equipment/Collateral tabs - 2:00
Video 6 - Account and Contacts tabs - 2:00
Video 7 - EFT and Comments tabs - 2:00
Video 8 - Preferences and Liens tabs - 2:00
Video 9 - Insurance and Funding tabs - 2:20
Debt Note/Funding
The linked videos provide and introduction to ASPIRE Bank Funding functionality and the common funding scenarios.
Video 1 - Intro - 3:38 minutes
Video 2 - Funding Scenarios - 12:10
Documents
The linked series of videos will demonstrate the various features and functionality available when working with documents in ASPIRE.
Video 1 - Configuring Document Types - 1:20 minutes
Video 2 - Configuring Document Templates - 1:20
Video 3 - Inserting Data Tags - 2:00
Video 4 - Configuring Document Packages - 1:20
Video 5 - Selecting Document Templates to Generate - 1:50
Video 6 - AdHoc Document Packages - 0:45
Video 7 - Generating Documents - 0:52
Video 8 - Navigating the Document Repository - 2:40
Video 9 - Converting Word documents to PDFs - 0:30
Video 10 - Document Merge and Secure PDF - 0:50
Video 11 - Document Log - 0:40
Video 12 - Other Document Repositories - 0:55
An hour webinar on the ASPIRE - DocuSign Integration given by Peter Haug.
Insurance
Video 1 covers the need for lease insurance and the standard Insurance functionality. A 5 minute video.
Video 2 covers the insurance integration modules.
Inventory
The 22 minute linked video walks through the features and functions available when using the Inventory Management licensed module.
Loans
A 9 minute video that walks through setting up Loan Items and adding them to a loan contract.
Property Tax
The linked 11 minute video covers the import/export procedure for processing PTMS in ASPIRE.
Reports
The linked 7 minute video reviews the basics for using ASPIRE Dashboard Reports with an attached document outlining some commonly used reports.
The linked 10 minute video provides a brief overview of invoice related reports with an emphasis on delinquency and customer service.
Sales Tax
The linked 24 minute video walks through the standard ASPIRE sales tax calculations before and at booking, and during invoicing.
An 11 minute video that covers adding asset level tax exceptions in ASPIRE.
The ASPIRE Billing and Misc Billing video covers the basics of setting up and generating ASPIRE Scheduled Billings and Miscellaneous Billing batches.
Included is a comprehensive
overview of user-level security considerations that control access and privilege
to invoicing functionality. A look at the Invoice Code configuration is
included, being a key parameter on both scheduled and miscellaneous
invoices.
Utilizing JobStream to setup automated processing of Scheduled Billing is
demonstrated, as is accessing generated batches in the ASPIRE Global
Repository.
An engaging 34 minute video, stressing the location of various setup screens within ASPIRE and specific security settings.
The link will take you to the KB Article which will include: