Editing a Loan Account
- Updated On 30 Aug 2020
- 1 Minute To Read
Editing a loan
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, branch, 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 > Edit Account
- Make the changes
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.
Rename Loan Account (Open Loan Account > Click on More > Click on** Edit Account**)
Change the account's branch (Open the Loan Account > Click on More > Click on Edit Account)
Edit notes and Custom fields (Open the Loan Account > Click on More > Click on Edit Account)
Add custom fields (Open the Loan Account > Click on More > Click on Add Field)
If you have a question about how anything works or have come across something you haven't seen explained here, get in touch with our community of fellow users and Mambuvians where someone will lend a hand.
* If you don't already have an account you will be prompted to create one when you first visit the site.