Associated Workflows (if applicable) - list out and describe.
Available Actions: for each one - create as H3 level-header (will show in page-level table of contents) and for each one, include the following this is applicable. List these out and then for each one, do the following:
Step-by-step guide (for each available action)
| Field Name (attribute) | Description | Example | Validations (if applicable) |
|---|---|---|---|
| Warning | ||
|---|---|---|
| ||
|
Go to the side bar left panel and click on 'Individual Collection Sheet'.
The following window appears:-
Branch Office - Select desired office.
Repayment date - Select respective repayment date.
Staff - Select associated loan officer, if the loan officer is not associated you could skip this selection
Then click on Collection sheet button.
The following window appears:-
All the individuals expected repayment amount are automatically shown in this sheet here.
As you could see in the above screen shot:-
- Loan and charges due collection row. With respect to the loan account total due is the expected loan repayment column and charge is the expected charge to be paid row.
- In the below row you could see the savings dues to collected columns.
You could also use add payment detail in case if you want to capture additional payment details.
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