To access the Processing of Current Loans document list, go to Money > Loan Documents > Processing of Current Loans.

Documents of this type are available if the Enable Long-Term Credits and Loans option is selected on the Administration > Settings > General Settings form.

Documents of the Processing of Current Loans type list the current loans received and issued with the monthly interest calculated for them. Generally, such documents are created automatically when you run the Accounting > Service Tools > Month-End Closing assistant. To include the interest calculation in month-end closing procedures, you must select the Calculate Monthly Interest on Loans option on the form of the assistant.

Also, if your organization needs to calculate the interest for particular loans manually, you can create a Processing of Current Loans document manually and include only the loans you need to edit.


The list of Processing of Current Loans documents

The list of Processing of Current Loans includes all the documents of this type available in the system. You can filter the list by company and entity by using the fields above the toolbar.

If you don't see a specific document, rearrange the list by date, or document number, or use the Search field to locate the document by a string in the comment. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

A Processing of Current Loans document may include received loans as well as issued loans, that is all the currently unpaid loans.

The toolbar buttons

To create a new document of the Processing of Current Loans type, click Create on the toolbar.

To edit an existing document, double-click the line with the document in the Processing of Current Loans list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.

See also

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