API endpoints for patching and updating quotes

Update Quote Endpoints: PatchQuote - Lease tab — Budgets: Part 2

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Setting up salary packaging for employers and employees

Salary Packaging Setup: Scheduler Jobs — Directly Packaged Novated Lease

Salary Packaging Setup: Scheduler Jobs — Pay Run Processing

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Package item configuration, types, and defaults

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Adjustments & Pay Runs: Payroll Advice

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Adjustments & Pay Runs: Adjustment approvals

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Creating car benefit items with novated lease links and auto-updates

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Car Benefit Items: Create a car benefit item with a novated lease link

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Item Lifecycle: Activate an item

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Driver contact information and employment details

Contact & Employment Details: Contact

Contact & Employment Details: Contact Field Descriptions

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Driver financial information and bank accounts

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Finances, Assets & Liabilities: Catch-e Set-up Steps

Setting up client accounts, contacts, groups, and contract defaults.

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Managing cost centres and divisions for clients

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Client Contacts & Groups

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Client Setup & Defaults: Clients

Client Setup & Defaults: Quote Defaults

Client Setup & Defaults: Contract Defaults

Client Setup & Defaults: Contract Defaults Billing Type

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Client Setup & Defaults: CopyClient

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Contract header, vehicle, and options information

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Contract Details: Claim Set Up

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Contract Finance: Finance

Contract Finance: Finance - Principal and Interest

Contract Finance: Payments Finance

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Deferred payments, budget management, and funds checks

Contract Budgets & Funds: Deferred Payments

Contract Budgets & Funds: Insert new contract budgets

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Insurance, FBT calculations, and declarations

Contract Insurance & FBT: Insurance

Contract Insurance & FBT: Comprehensive Insurance Rates Update Process

Contract Insurance & FBT: Insurance type mapping

Contract Insurance & FBT: Statutory

Contract Insurance & FBT: Exemption for Electric Cars

Contract Lease

Lease management, finalisation, and schedules

Contract Lease: Lease — Entering a Lease

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Contract Lease: Lease Finalise

Contract Lease: Unpost a lease period billing

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Contract Maintenance: Maintenance

Contract Maintenance: Maintenance Report

Contract Maintenance: Service Due Report

Contract Orders

Contract Orders: Order

Contract Orders: Dealer Quote Request

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Contracts Overview & Search: Search

Contracts Overview & Search: Approvals

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ABA processing, periodic payments, and settlement

Payment Processing & Settlement: Payments ABA

Payment Processing & Settlement: Periodic Payments

Making & Scheduling Payments

Sundry payments, periodic payments, and payment schedules

Making & Scheduling Payments: Sundry Payment

Making & Scheduling Payments: Payments Workflow

Contract Payment Types

Payment type structures, posting classes, and setup

Contract Payment Types: Payments

Contract Payment Types: Payments Sundry Payment

Contract Payment Types: Payments Comprehensive Insurance

Contract Payment Types: Payments Management Fee

Contract Payment Types: Payments Validations and Alerts

Contract Payout & Termination

Ending contracts, payouts, and terminations

Contract Payout & Termination: Payout

Contract Payout & Termination: Terminate

Contract Payout & Termination: Sale Management Sale

Contract Types Reference

Contract Types Reference: Details

Contract Types Reference: Details Disclose Running Costs

Contract Types Reference: Group

Header

Contracts: Header

Building quotes, configuring costs, lease terms, and vehicle options.

Quotes

Quote Events

Quote event management and email notifications

Quote Costs & Billing

Vehicle costs, taxes, projected value, and pay cycle billing