How do I manually change the status of a loan?
PreviousWhat are the basic navigation shortcuts on the Client Ledger Screen?NextHow do I manage Unlinked Transactions?
Last updated
Was this helpful?
Last updated
Was this helpful?
To manually change the status of a loan, users with sufficient rights can select the option within the utility bar.
Users with sufficient rights can manually change the status of the loan by selecting the `` option within the utility bar.
This will present the the following screen (shown below) which allows you to select a status from the loan status drop-down menu as well as the reason for updating the status.