What are the basic navigation shortcuts on the Client Ledger Screen?
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You'll discover plenty of shortcuts and navigation links designed to streamline your workflow. Once you start using them, they’ll quickly become second nature—so let’s dive into the basics!
Click on either the "Loan" or "Transaction" option in the table row. These act as toggle switches, allowing you to move between views of Loans or Transactions effortlessly.
Based on your selection, a detailed table will appear below:
Loan Tab: Displays a breakdown of the client’s individual loans.
Transaction Tab: Shows a history of the client’s transactions.
Clicking the Loan Number column takes you directly to the Loan Menu for that specific loan, where you can view detailed information and manage various aspects of the loan.
Related content - The Loan Menu is useful tool for querying loan data. Select the link below for more information on the loan menu.
Selecting this column navigates you to the ALLPS Promissory Screen, allowing you to view and adjust the repayment parameters in the promissory mandate)for the chosen loan.
Promissory Management: Learn more about managing promissory details through the ALLPS Promissory Screen.
Selecting most other columns opens the Loan Ledger whereby you can perform common actions like creating new transactions, editing loan statuses, and more.
Upon selecting a transaction from the transaction table , a list of relevant options you can perform on that specific transaction will appear.
Edit Promissory
Need to adjust the repayment plan (promissory) linked to this transaction? This option takes you directly to the ALLPS Promissory Screen for easy editing.
Move to other loan
Linked the transaction to the wrong loan? Simply select "Move to Other Loan" to reassign it to the correct one.
Unlink from loan
Separate the transaction from its current loan association. This removes the amount from the client's balance but keeps the transaction on their record as "unlinked."
Move to other client
Transferred a payment to the wrong client? Use this option to move the transaction to the correct client's account, where you can then link it to a loan if needed.
Transaction Detail
Comprehensive overview of all the specifics related to the selected transaction.
Loans tab will present the table of loansTransactions tab will present the table of Loan TransactionsLoan Number column of the Loan's TableLoan MenuRepayment column of the Loans TableAllps Promissory Screen
