The loan category 1 support file contains labels that are user defined categories of loans used during the loan application process. The labels will provide a basis for the analysis of loans during the production of the loans reports. These codes should be the standard that is adopted by the organisation to refer to different categories of loans.
How to add loan category 1 labels
To add these labels you go to Support Files->Loan Category 1 and a screen like the one below shows up:
Note that in this example the loan category 1 analysis is based on the length of the loan period.
Click on the Add button to add the label and repeat this for all possible labels.
Then click on the Close button to exit the menu.
How to delete\modify loan category 1 labels
To delete\modify the labels you go to Support Files->Loan Category 1 and a screen like the one below shows up:
From the list of the displayed labels in the scroll space, click on the one that you want to delete\modify, e.g., "Medium Term Loan". The variables for the selected label will be displayed in the Label for Item text box.
To modify the label make the necessary changes and click on the Update button. To delete the label click on the Delete button and repeat this for all labels that you need to delete\modify.
Then click on the Close button to exit the menu.
The Nº 1 Software for Microfinance