Loan Payment History
Overview of IL429
The Loan Payment History screen allows you to view both payment due and payment received history for a loan, for the life of the loan. You can view information such as the due date, amount, amount paid, and the associated transactions in the system. To view a loan's payment history:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Financial Inquiry
- Look up the loan that you wish to view
- On the toolbar, click View and select Loan Payment History:
When the screen loads, you will see something similar to this:
You can click the Payments due or Payments received radio button to change the information you are viewing on the screen.
Payments Due
On the Payments due screen, you see the following information:
| Column | Description |
|---|---|
| Loan | Displays the loan number |
| Due dt | Date that the payment was/is due |
| Due Amount | Amount due |
| Paid Amount | Amount paid |
| Type | This is the type of payment. For example, Regular, Extra or Special |
| Status | This shows the status of the due record. If the due record is open, you'll see an Open status. Acknowledged means that it has been acknowledged in the system |
In addition to the columns, if you click on a particular loan payment, you can see how it was allocated:
If you double-click on a line in the Payments Due area, it will launch the transaction detail for that item:
From the transaction detail screen, click Edit to return to the Loan Payment History screen.
Payments Received
When you select the Payments Received radio button, you see a screen similar to this one:
This screen shows you the following information:
| Column | Description |
|---|---|
| Loan | Displays the loan number |
| Paid dt | Date that the payment was received |
| Paid Amount | Amount of the payment received |
| Allocated Amount | This shows how much of the total paid has been allocated to payments due |
| Type | Displays the payment method |
| Status | This displays the status of the payment received, such as Applied or Open |
If you click on one of the payments received, the Payment Allocation information appears below:
You can also double-click a line item in the Payments Received area to view the transaction details:
Click Exit to return to the Loan Payment History screen. When you have finished viewing payment history information, click Exit to return to the Detailed Loan Inquiry screen.
