Add lessor's so that I can select for a lease
Note: Only Administrator's can make updates on the administration pages
The Lessor for the lease is selected from the Lease tab under the Leases Portfolio link (highlighted in yellow below)
There are two ways to add a lessor and these depend on the Lessor Source option you choose on the Account Settings > Settings page.
Using Contacts for the Vendor Source
Adding lessors so that the dropdown list on the Leases tab is populated. A Lessor is a Vendor, so we will be adding lessor descriptions under the Vendor Cost Center Type.
- Click on the Admin menu link
- Select the Settings tab
- Select "Contact (default)" as the Lessor Source
- Add the new Company and Contact information on the Contacts feature.
- Click on the Lease hyperlink in the sidebar menu and select the Leases tab
- Scroll to the Lessor dropdown and and select the new contact that you added
Using Cost Center or Dimension for the Vendor Source
Adding lessors so that the dropdown list on the Leases tab is populated. A Lessor is a Vendor, so we will be adding lessor descriptions under the Vendor Cost Center Type.
- Click on the Admin menu link
- Select the Settings tab
- Select "Vendor Dimension" as the Lessor Source
- Select the Cost Center tab
- Select Vendor as the Cost Center Type
- Click on the Add New button. A new row will be displayed. Add a Vendor Code and the Lessor Name as the Vendor Description. Then Click Save to store the new lessor in iLeasePro.