Difference between revisions of "Loan Fee Assessment"

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=='''Assessing a Loan Fee (IL467)'''==
  
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Fees can be assessed for Loans that are set up and active in Loan Fee Type Maintenance.
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To access the loan fee assessment screen:
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* Double-click Financial Services
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* Double-click Loan
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* Double-click Transactions
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* Double-click Loan Fee Assessment. You will see this screen:
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[[File:Newloanfeeassessment.PNG]]
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=='''Assess a Loan Fee''==
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To assess a Loan Fee:
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1. Search for or select the Loan from the list:
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[[File:Searchloanassess.PNG]]
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2. Select the fee that you would like to apply to the Loan from the bottom section of the screen:
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[[File:Enablefeeassess.jpg]]
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3. Click to Save
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4. The Fee can now be seen in the Loan Fee History:
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[[File:Loanfeehistory.jpg]]
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OR
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The Fee can be seen in the associated Loan record's Loan Fee History:
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[[File:Loanfeehistoryloan.jpg]]

Revision as of 14:58, 18 July 2022

Assessing a Loan Fee (IL467)

Fees can be assessed for Loans that are set up and active in Loan Fee Type Maintenance.

To access the loan fee assessment screen:

  • Double-click Financial Services
  • Double-click Loan
  • Double-click Transactions
  • Double-click Loan Fee Assessment. You will see this screen:

Newloanfeeassessment.PNG

'Assess a Loan Fee

To assess a Loan Fee:

1. Search for or select the Loan from the list:

Searchloanassess.PNG

2. Select the fee that you would like to apply to the Loan from the bottom section of the screen:

Enablefeeassess.jpg

3. Click to Save

4. The Fee can now be seen in the Loan Fee History:

Loanfeehistory.jpg

OR

The Fee can be seen in the associated Loan record's Loan Fee History:

Loanfeehistoryloan.jpg

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