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Assisted Setup
There are two ways to complete the set up for the Factoring Setup Overview page. The first option is to use the Assisted Setup feature. The Assisted Setup guides the user through the setup process and configurations of the solution.
Get Started
Click on Assisted setup from the settings icon on the home page.
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Then click Click on Open the Factoring Setup.
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Then follow the step-by-step guide. Click on Next to start the Setup.
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The user can always change the activation status of the Factoring System. Click here to see how to change the status of the Factoring System after all setup is complete.
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If Finish is selected the setup will be saved and everything has been setup to start using Factoring.
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Manual Setup
The second option is to set up the page Manually.
Find the Factoring Setup Overview by searching for it using the search window. Click on Factoring .
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Setup Overview.
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Click New.
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A new page opens where the user fills out all relevant information in the fields.
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To edit an existing setup, select the line you want to edit and click Edit. One setup is created per Factoring Agreement.
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