Loan Tracking Overview
A - Current Loans: A list of loans that the selected household is still making payments toward.
B - Historical Loans: A list of loans the selected household has paid off.
Balance at a Glance
Access this page by clicking the name of the loan from the Loan Tracking Overview.
A - Page Navigation: Each link will navigate to a new page of information in the specified loan.
B - Current Loan Summary: Summary includes monthly payment amount, current principal amount due, current interest amount due, interest rate, and projected pay off date. From here you can also make a loan payment using the "Make Payment" button.
C - Loan Graph: Visual that relays the current principal balance and principal paid to date.
D - Recent Transactions: Recent transactions related the the specified loan. Includes the ability to expand transactions to view more information, print a receipt, or edit. Click "View All" to view all transactions.
Amortization Schedule
A - Date Filter: Clicking this drop down offers a list of years, that when chosen filters the amortization schedule to the selected year. Includes the default option to view All Years.
B - Amortization Schedule: A table detailing each periodic payment, and principal balance on the specified loan.
Charge & Payment History
A- Year Filter: Filter current, previous or all loan years.
B- Charges: A table detailing charges to the households account.
C- Payments: A table detailing payments made by the household account.
D- Unpaid: A table detailing what was unpaid by the household account.
Loan Terms and Settings
The Loan Terms and Settings page allows you to view the specific loan terms that were set upon creation/activation of the loan.
To Stop a Loan/Make Loan Inactive:
- Click the "Stop Loan" button.
- The following confirmation message will appear;
- Click "Yes".
The loan will now be considered inactive and will appear in the Historical Loans section of the Loan Overview page.