Support ›› Manual ›› Accounts Management ›› Operations ›› Recurring Procedures ››
Customer Loans Netting Off.
Use this sub-module to offset loans using an exiting customer's account.
To access this window, click :Accounts Module - > Operations - > Recurring procedures- > Customer Loans Netting Off.
The following screen will open up :
Customer Loans Netting off Fig 1.
Click on the look up icon
to select a Customer
Navigate through the highlighted tabs below to view customers accounts.
Customer Loans Netting off Fig 2
Under Loan Amounts
tab, Clicking on
will bring up the capitalize window which can be used to
capitalize interests for a specified period of months as shown below
Customer Loans Netting off Fig 3
Under Investments Accounts
Tab, Clicking on
will bring up the standing order execution window
which can be used to execute standing orders for a certain period of months as shown below:
Customer Loans Netting off Fig 4
Click on the save button to save changes
On successful completion you will get a pop up message confirming that the operation was successful.
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