NetLoan - Add Fields to Loan Schedules

Overview 

The NetLoan Loan Schedules appear at the bottom of the loan and provide basic schedule information by period. Instances may arise where additional fields may need to be added to the schedule. (i.e. Reclass Journal Entry)

Step by Step Process

  • Navigate to Customization > List, Records, Fields > Record Types > NetLoan Loan 
  • Here you will see the NetLoan Loan record. Navigate to the sublist tab and you will see the various searches used to populate the loan schedules
  • Copy the search title for the loan amortization schedule to be edited and paste into the global search bar 
  • Locate correct search and click Edit

  • Give your search an unique name and navigate to the Results subtab
  • Here you can add or remove field titles (i.e. LT to ST Reclass Journal Entry)

  • Once all required updates have been made and saved, navigate back to the NetLoan Loan record and select the new search name in the drop down for the amortization schedule being updated
  • Click Save

  • Navigate to any loan record and the new field will appear on the loan schedule

 

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