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Introduction
Welcome
Lending
Configure a loan template
Loan template
Fee and cost structures
Interest calculations
Setup collection notifications
Penalties
Payment properties
Loan disbursement
Create a loan
Unsecured loan
Secured loan
Revolving credit
Customer Data Model
Manage a loan
Add costs
Cancel payment
Change default status
Change interest
Change payment plan
Register payment
Register payment holiday
Remove cost
Refinance
View a loan
Write off
Direct debit mandates
Add a mandate
View mandate
Revolving credit actions
Administration fee
Drawdown
Change limit
Change final drawdown date
Change final date
Accounts
Accounts
Cash Accounts
View an account
Multi-currency account
Term deposits
Fx contracts
Center
Center settings
Configure a product
Product templates
Transaction scheme
Interest scheme & interest rate
Fee scheme
Payment subtypes
GL accounts
Service accounts
Customer Data Model
Companies
Create a company
View a company
Manage a company
Persons
Create a person
View a person
Manage a person
Relations
Person-to-person relations
Company relations
Product relations
Entity details
Documents
E-mails
Relations
Processes
Configuration
Configuration portal
Navigation
Configuration items
Access roles and permissions
Custom fields
Settings
Reference Data
Environments
Configuration sets
Environment settings
Datawarehouse scheduler
Application registration
Payment gateway
Database access
Scheduler
Loan templates
Users
Users
User access roles
User groups
General
Client service portal
Navigation
Dashboard
Task management
Processes
Updated 5 days ago
Relations
Configuration portal
