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How to Close a Loan Account as Rescheduled

To close a loan account as rescheduled, a spade user must be granted permission to do so.

Not sure what this does in the system?

To close a loan account as rescheduled

To close a client or group loan account, select the client or group (needs link to how to find a client or group). Click the General tab.

  1. Click the loan account to be closed as rescheduled.
  2. Click More, Close (as rescheduled) on the action bar.
  3. Accept the date default for Closed on or pick a date in the past from the calendar pop-up
  4. Optionally, type a descriptive Note.
  5. Click Submit.

The loan account status will be changed to Closed (Rescheduled).