When viewing the details for a specific fund, you will have the Loans tab.
Example of the Loans screen:
More information about each button on this screen:
||This will take you to the Funds List screen.|
||Use the X to close the page (the main screen will show blank).
Choose a sub-menu from the left hand side to load a page.
||Looks for any updates to information displayed on the page.|
More information about each section on this screen:
|Date||Double click to edit. The original date provided will be taken from the entry created in the Cashflow screen.|
||The name of the Asset (Company) the loan entry was made against - taken from the entry on the Cashflow screen.|
||The type of loan entry logged on the Cashflow screen.|
|Initial Value||Double click to edit. The original date provided will be taken from the entry created in the Cashflow screen.|
|Interest||Double click to edit, enter the decimal value for the interest %
e.g. 9% is 0.09
|Current Value||Double click to edit, typically this information is provided by a financial controller.|
|Notes||Free text field to add additional information.|