Loan Overview Shortcuts

Guide Steps

  1. Clicking the total Budget value is a shortcut to original budget and any budget changes of the loan
  2. Clicking the In Process value displays all the unpaid voucher/draws for the loan
  3. Clicking the Paid number will display all the disbursements for the loan
  4. Clicking the Total number will show all the voucher/draws for loan whether they have been paid or not
  5. Clicking the Balance value will take you to the Financial Details of the loan, it is a popular place for many different reports
  6. Clicking the Acct. Balance button shows the running account balance of your disbursing account for this project
  7. Clicking the Deposit total will take you to the list of deposits for the that project.
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Guide Screenshot Reference