Loan Processing > Modify >

Loan Information

 

         

 

 

Overview


Modify Loan Information allows you to set up and edit loans. Information for each loan must be established before you post invoices or process payments.

 

At least one Account Type must be entered before setting up loans (More Information). Each loan created is associated with one of these types.

 

This Help page contains the following sections:

Filters

Loan Information Grid

 

 

Filters


The options available in the Filters area are:

 

Account #: Type all or part of the account number.

Account Name: Type all or part of the account name.

Person Name: Type all or part of the person name.

City

State 

Account Type: Select the account type from which you wish to display loans.

 

Click the Search button to display the results or the Clear Filters link to reset all filters.

 

 

Loan Information Grid


The grid displays loans that match your selection with the following columns:

 

Account #

Name

City, State

Phone

First Date: The date the first payment is due.

Original Principal: The amount of the original loan.

Setup: Hover over the Information  icon to display user and time information for when the item was set up and last updated.

 

Double-click on a loan or click the Edit  icon to edit a loan in the grid. You can also click the Add New Loan Account link to add a new loan (More Information). Click the Delete  icon by any loan in the grid to be prompted to remove it. You can only delete loans with no activity.

 

Compiled on 10/16/2018 10:23:13 AM