Improvements to Leasing and Loan Listings

The Financial Products listings for Leasings and Loans have been reworked to make contract review more consistent and efficient. Improvements include new filtering options, contract status indicators, a progress bar to track each contract, and a reorganized layout that presents information more clearly across the different products.

Two key additions round out the update: you can now export contract listings and attach documents directly to contracts, making it easier to analyze financial information and centralize contract-related documentation in one place.

These enhancements are available for the Leasings and Loans products through the Financing - Leasing and Financing - Loan add-ons, across all platform plans.

In multiuser environments, View Access and Full Access permissions remain available. Contract exports are open to both access levels, while document uploads are exclusive to users with Full Access.

Benefits:

• Filter contracts and see status at a glance;

• Track contract progress with a dedicated progress bar;

• Clearer, reorganized listing layout;

• Export contract listings for analysis and reporting;

• Attach documents directly to contracts to centralize documentation;

• Granular access with View and Full Access permissions.

Available in all geographies.

You can try this feature here.