Demo/Loaner Accounts
Use the Demo/Loaner Accounts screen to set up accounts used to post rental revenue and costing entries to demonstration and loaner units. When a demo or loaner rental unit is rented the system uses the accounts entered on this screen in the invoice details and for billing runs.
Demo/Loaner Accounts can create special costing invoices for items that are returned if Demo/Loaner % of Acquisition Cost is set up in the relevant Category/Class/Subclass. These accounts are used to calculate special costs for returned demonstration or rental unit invoices. The contract details G/L account is based on the rental rate setup.
To open the Demo/Loaner Accounts screen, navigate to Configuration > Rental > Demo Loaner Accounts.
The search field on the Demo/Loaner Accounts screen is:
| Field | Description |
|---|---|
| Select Location | Set up demo/loaner accounts for the selected location. |
Click the Previous 
or Next 
icon to scroll to the next location or back to a previous location.
The fields on the Demo/Loaner Accounts screen are:
| Field | Description |
|---|---|
| Demo Rental Sales Account | Posts demo rental revenue and costing entries to the account entered. |
| Loaner Rental Sales Account | Posts loaner rental revenue and costing entries to the account entered. |
| Active for System |
Controls whether the demo/loaner account configuration is active for use within the system.
|
Select the Click here to copy demo/loaner account setup to another location link to copy an existing demo/loaner account setup from one location to another.
Use these buttons to complete your work on the Demo/Loaner Accounts screen:
| Button | Description |
|---|---|
| Save | Saves changes made to the Demo/Loaner Accounts screen. |
| Save & Close | Saves changes to the Demo/Loaner Accounts screen and returns to the Configuration Quick Links screen. |
| Close | Closes the Demo/Loaner Accounts screen without saving and returns to the Configuration Quick Links screen. |
Data Source: PFWTAB
Revision date: 2026.01