View loan accounts

Subscription Lending Management
Regional availability United States
User type Business user
Permissions

Lending Management

  • Loan accounts: List, View
  1. Go to Lending Management > All > Loan accounts.

    All loan accounts for your organization are listed. You can sort and filter the list to see only the loan accounts you want.

  2. You can drill down to see details for the following:
    • Account category
    • Loan type
    • Customer
    • Vendor
  3. To view the full details for a loan account, including amortization schedule (for amortized loans) and transaction history:
    1. Find the loan account that you want to view.
    2. Do one of the following:
      • In the Account number column, select the loan account.
      • Select More actions > View at the end of the row.
  4. Select Back to previous page to return to the list of loan accounts.

You can also do the following from the Loan Accounts page:

  • Create a new loan account: Select Create.
  • Edit a loan account: Select Edit at the end of the row.
  • Delete a loan account: Select More actions > Delete at the end of the row.