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Editing a Loan

Last Updated: Jun 04, 2018 03:41PM CEST

Loan accounts can only be fully edited while they are still pending approval. After they have been approved, it is only possible to edit a Loan account's name, notes and custom fields (but not the loan term, such amount, interest, disbursement date etc.).

To edit a loan account: 

  • Select the loan account you want to edit
  • Click on More Actions > Edit Account
  • Make the changes
  • Save 

Editing an account's name, branch, notes and custom fields

You can change a loan account's name, notes or custom fields at any point and regardless of the account's state.

- To Rename the account, Open the loan account > Click on Edit Account > Rename Account > Make the changes > Save Changes.

- To Change the account's branch, Open the Loan Account > Click on Edit Account > Association > Change Branch > Save Changes.

 For more details about Association section please see Creating a New Loan page.

- To edit notes and custom fields, Click over the field  > Edit  > Accept changes

- To add custom fields,  open the loan account > click More Actions > Add field
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