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A Loan Agreement is created when your organization needs to register any received loan or loan issued to another company.
Loan Agreements
The list of Loan Agreements includes all the Loan Agreements available in the system. You can filter the list by company, entity, and transaction type 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 its amount. 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 listlist.
Loan Agreements can be based on documents of multiple types depending on the transaction type.
The following types of Loan Agreements are available in the system:
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To edit an existing document, double-click the line with the document in the Loan Agreements 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.
To create a bank payment, select the appropriate loan from the list, click Generate > Bank Payment.
To manually create a new document of the Bank Receipt type, click Generate > Bank Receipt on the toolbar.
See also
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