{"id":6415,"date":"2021-07-28T06:39:20","date_gmt":"2021-07-28T06:39:20","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/bulk-import\/loan-repayments\/"},"modified":"2021-08-03T12:50:36","modified_gmt":"2021-08-03T12:50:36","slug":"loan-repayments","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/bulk-import\/loan-repayments\/","title":{"rendered":"Loan Repayments"},"content":{"rendered":"\t\t
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Bulk imports<\/b> enable you to <\/span>import<\/b> large amounts of data more quickly. Follow the below steps to Import Loan Repayments Data.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Go to <\/span>Admin <\/span><\/b>->> <\/strong>Organization <\/span><\/b>->> <\/strong>Bulk Import <\/span><\/b>->><\/b> Loan Repayments.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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  • Select Office from the drop-down<\/span><\/li>
  • Click on the <\/span>
    download <\/span><\/b>button to get the template to import the Loan Repayment<\/span><\/li>
  • In the template, you can see 4 different sheets. In the <\/span>Loan Repayment,<\/b> you need to update the User details you want to Import. In the <\/span>Offices sheet<\/b>, the system displays the selected Office name and Office ID. The <\/span>Client Sheet contains<\/b> the list of <\/span>Client Names, Client ID, and Client External ID<\/b> associated with the selected office\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Field Name & Description<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    • Office Name(<\/b>*<\/b>) – <\/b>Choose the <\/span>Office Name <\/b>from the drop-down. By default, it shows the selected office name<\/span><\/li>\n \t
    • Loan ID(<\/b>*<\/b>) –<\/b> Enter the Loan ID of the user for which the repayment is going to be made. Once you enter the loan id the following fields will be <\/span>automatically populated<\/b>. The fields are Client Name(*<\/span>), Client External ID, Loan Account Name(*<\/span>), Product Name, Principal, Total Outstanding Amount, and Loan Disbursement Date.<\/span><\/li>\n \t
    • Amount Repaid(*<\/span>) – Specify the <\/span>amount <\/b>to be repaid<\/span><\/li>\n \t
    • Repayment Date(*<\/span>) ( mm\/dd\/yyyy ) – Specify the<\/span> repayment date<\/b><\/li>\n \t
    • Repayment Type (*<\/span>) – Choose the type of repayment from the drop-down<\/span><\/li>\n \t
    • Account No – Specify the Client\u2019s<\/span> account number<\/b><\/li>\n \t
    • Check No – Specify the Client\u2019s<\/span> Check No<\/b><\/li>\n \t
    • Routing Code – Specify the Client\u2019s <\/span>Routing Code<\/b><\/li>\n \t
    • Receipt No – Specify the Client\u2019s <\/span>Receipt Number<\/b><\/li>\n \t
    • Bank No – Specify the Client\u2019s<\/span> Bank No<\/b><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Once the file is uploaded click on the Refresh button and check the details in the corresponding Loan Account.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":6410,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-6415","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nLoan Repayments - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/bulk-import\/loan-repayments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Loan Repayments - Wiki\" \/>\n<meta property=\"og:description\" content=\"Bulk imports enable you to import large amounts of data more quickly. 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