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Table of Contents (Online Help)

Close Savings Account - loan Details

The Loan Details tab will show details concerning history of the loans that a client took. This screen will look as follows:

When a Loan is selected in the Loan History Report list box, the details of the Loan will be displayed in the Loan Ledger Card grid view on the right hand side as seen in the screen above.

When the Active Loans Only option is selected, then only those loans that are outstanding will appear otherwise all loans (both cleared and uncleared) will be displayed under the Loan Historyreport.

• Interest Amount: This is the interest amount that was due on the whole loan, e.g., "923".
• Interest rate: This is the interest rate that was applicable to the loan, "12".
• Installment Type: This is the installment type for this loan, e.g., "Bi-weekly".
• Installments: This textbox will be populated with the number of installments for the loan, e.g. "12".

The user therefore is able to view all details and transactions related to the client's account.

Note that if you are not continuing with the data entry on this or other tabs or pages, do not forget to press the Save button on the main page Transaction Information tab to save all information.

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