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: