To access the Loan Adjustments document list, go to Money > Loan Documents > Loan Adjustments.

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

A Loan Adjustment is created when your organization needs to register the modifications made to loans, write off some loans, restructure some receivables or payables as loans. Image Removed

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Loan Adjustments

The list of Loan Adjustments includes all the Loan Adjustments available in the system. You can filter the list by entity, company, 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 list.

The following transaction types are available for Loans Issued:

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To edit an existing document, double-click the line with the document in the Loan Adjustments 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