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MacLease frequently asked questions

 

When entering details on a partnership or sole trader what name do I put in for Partnership Name?

You need to put in the trading name only. For example, "Thomas Smith trading as Smith’s Vineyards", you would only enter "Smith’s Vineyards" in the Partnership Name field. Details on each partner are entered separately.

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Where do I enter financial details?

You can enter Asset and Liability information for individuals, including individual applicants, partners or directors. All other financial information needs to be faxed or posted to Macquarie Leasing for review.

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Will the MacLease windows automatically update while I am looking at them?

No, you must click on any of the views in the Left View bar to refresh your window.

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Can I run more than one session of MacLease in order to view different screens simultaneously?

Yes you can. You can have two sessions of MacLease running.

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If I type in some information, switch to another application, and MacLease times out, will my work save?

No. Every time you enter work, even if you only partially fill in a window, always scroll to the bottom of the window and click on the Save button.

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Why should I click on "Completed Appl" to exit application details?

Clicking "Completed Appl" releases the read only lock on the application, so other people can then immediately edit the application and amend or enter additional information. If you do not click on "Completed Appl" but click on "Application", then the read only lock is not immediately released.

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I have entered and saved applicant details, but I get an error trying to save trade and credit reference information.

Check you have not entered text or a symbol (eg $ sign), in any of the numeric fields. All numeric fields display with zeros "0" in them in a new window.

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How do I copy an application?

You cannot copy a complete application; however you can copy all the applicant details (name, address etc), financial details and reference details to a new application. Click the "New Application" button and complete the first window (Application Parameters). On the last question in the first window (Retrieve Previously Saved Application?), select "Create From" in the dropdown list. You will then be prompted to enter the Application ID or Applicant Name for the existing application you wish to copy.

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How are documents sorted in the download list?

The list is sorted by the first column - Application ID. This column is sorted in alphabetical order not numerical order - it is sorted like a Library system. Therefore, you will have IAN125 before IAN75 as "1" comes before "7". (This cannot be modified due to the prefix IAN being characters and not numbers.)

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Why is the document version number on the printed contract greater than 1, if this is the first contract document to be printed?

Every time you select an application and click on the "Generate Contract" button, the document version number increments. For example, you may have earlier generated and printed an Application.

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There are no amounts listed in the quote details of the Application or Contract.

If your application is not for a structured quote, then you must have the Results table displaying in the Quote window of the application. If in the Quote window you clicked the "Save Parameters" button you will have saved the details on the quote but erased the Results table. You need to edit your Application, view the Quote & Assets, then click on the "Calculate" button and scroll to the bottom of the window and click on the "Save Quote" button. You will then need to regenerate your application or contract.

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