Sales: Auto Calculate Finance Reserve

After many years of requests, the Finance Reserve amount may now be calculated by the system, as long as the Finance Reserve amount is based on a straight percentage of the Loan Amount (Amount Financed).

This improvement appears in only in G2.

To Try this New Feature, users will log into G2 and go to G2 Sales> Finance> Update Finance Quotes, select a Quote that is Financed and has a Finance Company assigned in the Financing tab. Click on the Finalize Quote tab, and then in the Reserve Amount field, enter P2.5, which will calculate 2.5% of the Amount Financed shown on the Financing tab, and place that amount in the Reserve Amount field.

Finance Reserve

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