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10.13. Loan Made
Recording a Loan Made
- From the "Financial" menu, select "Loan Made".
- You will be taken to a split screen. On the right, you will see the "Add Loan Made" input screen. Fill in part of the recipient committee's name in the "Recipient" field and select the correct record from the dropdown. You can toggle between individuals and organizations.
- Enter the amount and date in the "Amount" and "Date" fields.
- Select the correct election and batch from the "Election Period" and "Batch" dropdowns.
- Select the correct account from the "Account" dropdown.
- (Optional) You have the option of entering a reporting description and internal memo if necessary in the "Reporting Description" and "Internal Memo" fields.
- (Optional) Set the interest rate (if any) in the "Interest Rate" field.
- Set the correct due date from the "Due Date" dropdown. If "Specific Date" is selected, enter the loan's due date in the "Specific Date" field.
- (Optional) If this loan has a guarantor, click "Linking" and select "Loan Guarantor".
Enter the name of the guarantor in the "Name" field, select the correct record from the dropdown, and click "Add". - Finally, save the loan.
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