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.

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.

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.

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.

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.