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Chapter 5: Working with Loans
5.2. Setting up a Template
1.
The processing of a Loan depends on the settings specified in the
Loan Template that defines the Loan. It is necessary to set up at least
one Template before setting up a Loan.
2.
Click Templates on Loans and Properties Menu to display the
Templates screen.
3.
The screen contains four tabs described below:
Settings
This screen contains various settings to be
applied to the Loan.
Options
This screen contains banking information for
the company, various miscellaneous charge
codes and taxes if any.
Accounts 1
Various General Ledger accounts that are
debited and credited during transaction flow
are describer on thes screen.
Accounts 2
Additional General Ledger accounts that are
debited and credited during transaction flow
are describer on thes screen.
You may access various tabs by clicking on the tab header. The
fields on each tab are described below:
SYNDi™ Loan Manager, User Manual
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