Track the fees and charges levied on a loan or lease account, such as maintenance
charges, end-of-lease fees, and excess mileage charges. The Fees tab on a Financial Account record
page in the Finance Console for Automotive app shows all fees related to a loan or a
lease.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To create financial account fees: |
Use Vehicle and Asset Finance |
Typically, you import your data for financial account fees from external captive dealer
management systems or banking applications.
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From the App Launcher, find and select Financial Accounts.
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Open a record and go to the Fees tab.
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Click New on the Financial Account Fees related list.
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For Rate, enter an amount in percentage that’s charged for the request.
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For Type, select one of the following values:
- Loan Processing Fee
- Late Payment Fee
- Prepayment Charge
- Turn-In Fee
- Excess Mileage Charge
- Late Payment Fee
- Wear and Tear Fee
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For Frequency, specify how frequently the charge is deducted, such as one-time or
monthly.
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For Amount, enter the charge value.
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For Start Date, enter the date from when the charge is applicable.
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For End Date, enter the date until when the charge is applicable.
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Click Save.
