What are the basic navigation shortcuts on the Client Ledger Screen?

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!

Toggling Loan Transactions & Loans

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.

Selecting the Loans tab will present the table of loans
Selecting the Transactions tab will present the table of Loan Transactions

Selectable Cells - Loans Table

Loan Number

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.

The Loan Number column of the Loan's Table
The Loan Menu

Repayment Method (ACOL/SEFT):

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.

The Repayment column of the Loans Table
The Allps Promissory Screen

Other Columns:

Selecting most other columns opens the Loan Ledger whereby you can perform common actions like creating new transactions, editing loan statuses, and more.

The Loan Ledger Screen

Selectable Cells - Transaction Table

Upon selecting a transaction from the transaction table , a list of relevant options you can perform on that specific transaction will appear.

Transaction Options

Option
Description

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.

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