How to build a new Finance Company

How to build a new Finance Company

Please refer to the attachment.  There are instructions provided for Global Level setup as well as for Finance Company Level setup.

This article was created with the perspective that the ASPIRE v5 site has already been initially configured, and the need is to build an additional Finance Company.


It is important to confirm the configuration level of your ASPIRE Database, and whether it is configured at the Finance Company Level or at the Global Level.  Access the Administration menu > Accounting > General Ledger > Main Screen and look at the "G/L Setup Level" section.  After confirming your site is configured at either the Global Level or the Finance Company Level, please access the appropriate section within the attachment for your instructions.

If the dial next to *Global (All Companies)" is selected, your ASPIRE site is set up at the Global Level.
If the dial next to "Finance Company Level" is selected, your ASPIRE site is set up at the Finance Company Level.
     


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