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Table of Contents (Online Help)

Business Clients

Note:
1. In Loan Performer under Business Clients we mean the enterprises and the institutions (body corporate) registering with your organization as clients.
2. You have to be aware that Loan Performer does not support loans to Business Clients. Only savings are possible.
3. If your organization practices lending to such clients, they should be entered as "Individual Clients" or "Group Clients", depending on what you find appropriate.

To enter a Business client you have to enter the required information into the fields provided on the "Business Clients" screen. This information could be obtained either directly from a client, in this case a person representing the enterprise or the institution, or transferred from an Business Client Data-Entry Form.

How to enter a Business Clients To enter a Business Clients go to Clients\Business Clients and a screen like the one below shows up:

You will have to enter the clients basic data in the fields provided on the Business Clients screen and then enter the Business client's detailed information under the following tabs:

• Board Members
• Business Address
• Business Other Details
• Business Savings Details
• Business Time Deposits

• Branch: This is the code of a branch of your organization to which the business client belongs. (If there are no branches, it is the code of your organization). The branch codes are not modifiable and are assigned to the organization at licensing. . Unless you have a corporate license or a license for a centralized administration of data (data from all branches maintained in one database), your choice will be limited to only one branch code.
• Reg. Code (Registration Code): The program automatically assigns a new registration code to every new client.
• Approved by: The name of the person logged in will appear in this field also as the approving person e.g. "Performer".
• Approval date: The date the client was approved will appear here e.g. "01/01/2020".
• Send to word: Click the "Send to Word" button and select the directory to where the word document containing the client registration details will be saved. This path should have been created under System/Configuration/Register Part 2.
• Name: Enter the name of the business client here e.g "Jicca Enterprises"
• Registration Date: This is the date when you register someone as your client e.g 01/01/2020". It is a compulsory field, and the date entered here should precede any transactions with the client.
• Reference Number This could be a number or a code, used in your administration to identify the client in addition to the registration code given by Loan Performer (e.g., client's file number). You can successfully utilize this field if the numbering you use does not match the way Loan Performer does it

• Statistics Number: This is just a number that you may use for your statistics.

• The width and the format of this number can be set at the menu System/Configuration/Register Part 1 and it can be made unique and/or compulsory at System/Configuration/Register Part 2.

• Client Exists: When entering a new client, you can always check if the same person or a client with similar characteristics does not already exist in your database.
• Retrieve: Click on the Retrieve command button and choose the client for whom you wish to edit the data
• Click on the Save button to save the business client and a fees registration screen like one below appears:

Note
1. Pease note that after saving a client, you can no longer modify the branch code, registration and savings account number of this client
2. It is not possible to delete a business client, who had paid registration fees! You can only end the client's registration on the Other Details page

If you do not charge any fees at registration, just leave the amounts at "zero". For zero amounts there will be no bookings made to the General Ledger.

• Transaction No: The transaction number is automated and will appear here. "Transaction No." - Is not modifiable transaction it is automatically assigned by Loan Performer to every transaction entry.
• Date: Enter here the date of fees payment e.g "01/01/2020".
• Voucher: Enter the voucher number here.
• Registration fees: Enter here the registration fees e.g "20,000".
• Stationery: Enter here the stationery fees e.g "15,000".
• Administration fees: Enter here the administration fees e.g "36,000".

Click on the save button to save the transactions or close to quit or cancel.

Note
1. The above fee amounts can be made default at System\Configuration\Register Part 1 so that you don't have to enter them manually.
2. Please note that at data entry you will only be able to enter the amounts equal or higher than the ones that are set at Configuration

Select cash account: From the drop down, select the cash account where the fees will be booked. This cash accounts should have been defined System Configuration/Cash Accounts

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