Financing
Requires. Consumer Financing must be enabled, an active Smart Home Pay LOS provider must be configured, and you must have Company Accounting with View and Funding with View.
The Financing page is the company-wide list of Consumer Financing applications submitted from customer records. Use it to review applications across customers, filter by location or status, and jump back to the customer-level application page for follow-up.
The tab only appears in company Accounting when Consumer Financing is applicable to the company: the add-on is enabled, an active Smart Home Pay LOS provider exists, and your user has Funding with View under Company Accounting.
Getting here
- Click Accounting in the top navigation.
- Click Financing in the Accounting sub-nav.
Or navigate directly to https://portal.securitytrax.com/acme/accounting/financing.
Filters
Click the filter icon to open the Filter Financing Applications flyout.
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Sort | No | Select | Must be one of the available sort fields. | Options: ID, Created Date, Customer, Location, Amount Requested, Amount Financed, Stage, Status. |
| Per Page | No | Select | Must be 10, 25, or 50. |
Defaults to 50. |
| Created Date From | No | Date | Valid date. | Includes applications created on or after this date. |
| Created Date To | No | Date | Valid date. | Includes applications created on or before this date. |
| Status | No | Multi-select pillbox | Must be one or more application statuses. | Options: Pending, Submitted, Approved, Declined. |
| Stage | No | Multi-select pillbox | Must match a provider stage already present on an application. | Stage options come from existing Smart Home Pay LOS applications. |
| Locations | No | Multi-select pillbox | Must be a location you can view for funding. | Leave blank for all locations you can see. |
Click Submit to apply. Clear removes all filter criteria but keeps your current sort order and per-page setting.
Columns
| Column | What it shows |
|---|---|
| ID | The SecurityTrax Consumer Financing application ID. |
| Created Date | When the application was created. |
| Customer | The customer tied to the applicant. Click the customer name to open the customer's Financing page. |
| Location | The customer's location. |
| Applicant | The applicant's legal first and last name. |
| Lender | The configured financing provider. |
| Amount Requested | The requested loan amount. |
| Amount Financed | The financed amount returned by the provider, when available. |
| Stage | The provider-side application stage. Blank stages show as Not Submitted. |
| Status | The SecurityTrax application status. Declined applications show with a red badge. |
| Actions | View opens the customer's Financing page. |
What appears here
The list includes Smart Home Pay LOS Consumer Financing applications whose primary applicant belongs to a customer in a location you can view for funding. It does not list legacy or unsupported financing providers.
Related
- Accounting Overview — how company Accounting pages are organized.
- Funding Entries — funder payout tracking across customers.
- Consumer Financing — enabling the add-on and provider setup.