Financing
Requires. 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: 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 (admin) — Smart Home Pay LOS provider setup.