Loans

The code of the account must be unique per company
By code we me the field code on account.account From loans module in accounts.accounts which is also chart if accounts. several accounts are created whe...
Mon, 7 Jun, 2021 at 5:22 PM
Action: Rebuild Loan Transaction History
This action will delete all of the lines in the transactions view. When running the action on the loan form view, it will complete the action just for the l...
Fri, 11 Jun, 2021 at 5:23 PM
Action: Clean-up duplicate loan transaction history items
This action within the Transaction history view will get rid of any duplicate transactions that may have occured in this view. It works by sorting all ...
Fri, 11 Jun, 2021 at 5:24 PM
How to add a late fee to a Loan
This video explains to you how to add a late fee to a Loan. 
Wed, 16 Jun, 2021 at 3:32 PM
Finding Total Payment Amount and Full Payments for last 7 days
To find Total Payment Amount In the Matrix, go to Loans On the top bar, click on Payments Click on Filters, and go to Add Custom Filter (do not use...
Fri, 18 Jun, 2021 at 3:23 PM
Error: The account LC000xx Interest Equities (XXXXXX-X) is not marked as reconcilable.
This video is going to show you how to fix this type of Error 
Tue, 22 Jun, 2021 at 11:10 AM
Error: Invoice contains Product more than One Time
This video is going to show you how to fix this error 
Mon, 28 Jun, 2021 at 4:50 PM
What do A and R mean on loans
In the matrix, loans are unable to have the same loan number A is used when a loan uses the same number as another loan or we need to archive and duplicate...
Tue, 13 Jul, 2021 at 5:22 PM
Export Transaction history in Loan Transactions
This is a customed export that exports the transaction history with information about the loan, it's very similar to an export from rent manager, this w...
Wed, 14 Jul, 2021 at 12:01 PM
How to unreconcile and then reapply payments toward an invoice
There are cases where a payment toward an invoice in the Matrix needs to be unreconciled and the reapplied to a seperate invoice. This might be needed when ...
Fri, 16 Jul, 2021 at 3:34 PM