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  • Frequently Asked Questions
  • FIRST FLIGHT
    • What can the Mobiloan App Do?
    • What are the device requirements?
    • How much does Mobiloan cost?
    • Can I migrate to Mobiloan with an existing Amplifin subscription?
    • How do I reset my login password?
  • LOAN ORIGINATION
    • What are the various loan statuses?
    • How do I unblock a blocked loan?
    • How can I dispute a credit bureau listing that is incorrect ?
    • How to add Custom Informal Occupations ?
    • How to Retrieve and Authorize Electronic Bank Statements in Mobiloan
    • Why does Mobiloan remove the expense disclosure ?
    • How does Mobiloan Calculate the Minimum Expenses Required on an given loan?
    • How to capture the address of a client?
    • How to perform a FIC Enquiry ?
    • Why is Mobiloan allocating the surplus as an expense, and removing the NCR disclosure?
    • How to reverse a loan payout?
    • What is Management Hold Signoff Payout Alert?
    • How to create and link a FEZA Card to a client?
  • COLLECTION
  • What are the Benefits of a Ticketing System for Overdue Collections
  • What do the various collection ticket categories mean ?
  • How to update the status of a collection ticket?
  • How to view a summary of collection tickets?
  • TRANSACTIONS
    • What are the basic navigation shortcuts on the Client Ledger Screen?
    • How do I manually change the status of a loan?
    • How do I manage Unlinked Transactions?
    • How does Mobiloan manage adverse loans?
    • How do I post a manual receipt/refund ?
    • How to perform a wallet or eft refund?
    • What is a payout deduction?
    • How to resubmit a loan status to SACCRA?
  • How to Enable Auto - Handover and Auto - Write Offs.
  • MAINTENANCE
    • How to create a new device in Mobiloan?
    • How to generate a new enrolment link for a device?
    • How to create a new user in Mobiloan?
    • How can I modify the ID Number or Passport of an exiting Client?
  • troubleshooting
    • How to upload a diagnostic report ?
    • Why do outgoing voice calls go directly to voicemail?
    • How do I fix the time synchronization error on my Windows PC?
    • How to Grant Storage and Camera Permissions to the "Mobiloan" App on Android?
    • How to bypass the Mac Installation Warning?
    • Why aren't all users populating when selecting a branch manager in Branch Setup?
  • How to Clear Browser Cache for Various Desktop and Mobile Browsers
  • GENERAL
    • How to enable multi-factor login authentication ?
    • About Mobiloan - FIC Integration
    • What languages does Mobiloan support for contractual agreements?
    • How do I enable Multiple Mobiloan Containers on my Desktop PC?
    • How do I Contact Mobiloan Support?
    • How do I verify my Email Address?
    • How can I add cellphone numbers to SMS messages without triggering a Mobiloan warning?
    • Understanding and Leveraging the Search Results Screen in Mobiloan
    • How do I get started with Insurance Integration ?
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  • Double Debited Loans
  • Here's how to resolve this issue:

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  1. TRANSACTIONS

How do I manage Unlinked Transactions?

PreviousHow do I manually change the status of a loan?NextHow does Mobiloan manage adverse loans?

Last updated 1 month ago

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An unlinked transaction is a transaction that is not currently associated with a specific loan. This means it doesn't affect the client's loan balance until you link it.

In some cases, unlinked receipts might occur due to reversed or canceled loans for those promissory notes in an "UNKNOWN STATE" .

Benefits of Unlinked Transactions:

  • Organized Record-Keeping: Unlinked transactions ensure accurate record-keeping for future reference, even if they're not immediately linked to a loan.

  • Flexibility: Any transaction can be unlinked from a specific loan and also a client. This feature allows you to move transactions between loans and clients and thereby correcting balances.


Double Debited Loans

In some cases, a receipt may not be linked to a specific loan, often due to a reversed or canceled loan while the debit order remained active.

As a result, the receipt does not affect the client's loan balance but instead creates an unlinked receipt , leading to a financial discrepancy that must be resolved.

Here's how to resolve this issue:

  1. Open the loan that the over deduction relates to i.e. where the unlinked transactions are going to be assigned.

  2. Create the refund transactions on this loan, one for each unlinked transaction.

  3. You will be prompted to reopen the loan, you must accept.

  4. After you have created the refund transactions allocate the unlinked receipts to the loan.

  5. Select the unlinked transaction and move it to the overdue loan.

In simpler terms: Think of it like having an extra payment due to a mix-up. To connect this payment to the right loan, we create a temporary "placeholder" transaction to show the money coming back in. This lets us link the original payment to the loan and correct the issue.

The Summary Table displaying the count and total of unlinked transaction linked to the client