1. Microfinance Organization (MFI) Program
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  5. Program Instruction for Microfinance Organization. Working with loans. Registration of a new loan

Step by step instructions

Working with loans

Registration of a new loan

A new loan is created in the block "Modules" - "Organization" - "Loans" using the action "Add" .

  • "Pledge" - under the block, to indicate the client's collateral for the current loan;
  • "Loan amount" - under the block, to indicate the issuance of funds to the client;
  • "Accrual" - under the block, to indicate charges for the client;
  • "Fines" - under the block, to indicate charges on penalties;
  • "Repayment" - under the block, to indicate the client's payments;
  • "Expenses" - under the block, to indicate the costs of the current loan;
  • "Sales" - under the block, to indicate the process of the implementation of the collateral;
  • "Documents" - under the block, for specifying and storing documents and images (contracts, invoices);
  • "Work" - under the block, to indicate work for employees on this loan.

See also in working with loans: