Dashboards
Some users accessing FSM in Infor OS Portal can perform tasks by accessing dashboards. The dashboard is a menu structure that improves the navigation within the Lease Accounting application.
This table contains the tasks that you can perform from the dashboards in Lease Accounting
Dashboard | Description | Process | Steps |
---|---|---|---|
Create | Create leases and lease classifications. | Create New Lease | See Creating a lease. |
Create Lease From Template | See Creating leases from a template. | ||
Create New Sublease | See Creating subleases. | ||
Creating Invoices | See Lease invoice processing. | ||
Payment Schedule Import | See Creating a payment schedule. | ||
Dashboard | View all the leases and lease details. | Create New Lease | See Creating a lease. |
Payments | See Creating payment details. | ||
Projections | See Creating lease projections. | ||
Create Invoices | See Lease invoice processing. | ||
Calculate Interest | See Calculating lease interest. | ||
Close Period | See Closing a period. | ||
Create New Sublease | See Creating subleases. | ||
Period Processing | See Processing a Period. | ||
Processing | You can create, adjust, and approve lease invoices. | Create Invoices For Payments | See Creating Payables invoices for lease payments |
Calculate Interest | See Calculating lease interest. | ||
Post Lease | See Posting leases. | ||
Approve Payments | See Approving mass lease payments. | ||
Release | See Releasing leased assets. | ||
Reports and Listings | View the standard reports for lease. | Reports | See Lease Accounting standard application reports and lists. |
Lease Projections | See Creating lease projections. | ||
Administration | Perform the setup and administration tasks | Non Lease Components | See Assigning non-lease components. |
Templates | See Creating leases from a template. | ||
Lease Types | See "Creating lease types" in Financials Setup and Administration Guide. | ||
Date Code | SeeAssigning dates for leases. |