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:
Back |
This will take you to the Funds List screen. |
Close Window |
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. |
Refresh |
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. |
Related To |
The name of the Asset (Company) the loan entry was made against - taken from the entry on the Cashflow screen. |
Type |
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. |