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Quick access to daily actions. Designed for web productivity.
Manage Help
Use this hub when you already know the task you want to perform.
• Open Manage Loans for approvals, adjustments, and tracking loan status.
• Open Manage Payments when a client has paid and you need to record it against the correct loan.
• Do not use this page for accounting records. That belongs in General Ledger or Management Reports.
Manage Loans
Approve, reject, request changes, and track repayments.
Open
Manage Payments
Record payments for active & overdue loans.
Open
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