Support Center

Editing a Loan

Last Updated: Aug 21, 2015 05:33PM 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, 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 More Actions > Rename Account > Make the changes > Save Changes.

- 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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