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First of all, in the Transaction Type field, select Transfer of Loans Received tp Another Agreement as transaction type – this will bring up fields appropriate for this transaction type. It can be needed to consolidate multiple loans from the same lender into one new loan or when the loan terms are being changed.
The Loan Adjustment (create) form. The Main tab
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In the Entity field, select an entity of your company for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings> General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity defined first will be used as the system default value.
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For other button descriptions, see Document Toolbar.