System Navigation Overview

Navigating the Versatile Finance Portal system is easy.   

The left-hand side of the screen allows you to quickly navigate to different areas of the system.



The following options are available on the left side menu, including:

  1. Dashboard - takes you to the system Dashboard that is displayed upon first-time login.
  2. Applications - takes you to the listing of credit applications in the system.  For more information, see Finding Credit Applications.
  3. Orders - takes you to the listing of sales orders in the system.   For more information, see Finding Sales Orders.
  4. Payments -  Take you to a listing of Sales Orders that have been authorized. This is the tab you would use to update orders for funding, void, and refund. 
  5. Reports - takes you to various reports available in the system.
  6. Admin - takes you to the various administration and configuration options available in the system.


Depending on your security settings, you may not be able to see or access all of the above menu items.