Discounts

#Overview

This document provides step-by-step instructions on how to view discounted loans in the system and export them in various formats.

#Steps to View Discounted Loans

#Step 1: Access the Loan Management System

• Log in to the system using your credentials.
• Navigate to the "Discount" section under "Operations".

#Step 2: View Discounted Loan List

• A list of all discounted loans will be displayed, including:
  • Loan Number
  • Borrower Name
  • Original Loan Amount
  • Discounted Amount
  • Discount Percentage
  • Loan Status (Active, Closed, Overdue, etc.)

#Step 3: Filter and Search Discounted Loans

• Use the search bar to find specific discounted loans by:
  • Borrower Name
  • Loan Number
  • Discount Percentage
  • Loan Status
  • Date Range
• Apply filters to refine the displayed loan records.

#Step 4: View Discounted Loan Details

• Click on a discounted loan entry to open detailed information.
• View all associated details, including the original loan amount, discount applied, and repayment status.

#Step 5: Export or Print Discounted Loan Records

• The data can be exported with the following formats:
  • Excel – Export to an Excel spreadsheet.
  • CSV – Download as a comma-separated values file.
  • Print – Send the displayed loan list to a printer.
• Select the desired format and save or print the file.

#Notes

• Ensure you have the correct access permissions to view and export discounted loan records.
• Use filters effectively to find relevant loan details quickly.
• If a loan entry appears incorrect, verify its details or contact the administrator for corrections.

#Conclusion

By following these steps, you can efficiently view and manage discounted loans while exporting necessary records for financial analysis and reporting.