{"id":7842,"date":"2021-10-21T16:14:22","date_gmt":"2021-10-21T16:14:22","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/loan-management\/bulk-import-repayment\/"},"modified":"2022-09-22T08:04:01","modified_gmt":"2022-09-22T08:04:01","slug":"bulk-import-repayment","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/loan-management\/bulk-import-repayment\/","title":{"rendered":"Bulk Import – Repayment"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\tBulk imports<\/b> enable you to <\/span>import<\/b> large amounts of data more quickly. Follow the below steps to Import Loan Repayments Data.<\/span>\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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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.<\/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<\/h2>\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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      \n \t
    • Office Name(<\/b>*<\/span><\/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>*<\/span><\/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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      \n\t\t\t\t\t\t\t\tOnce the file is uploaded click on the Refresh button and check the details in the corresponding Loan Account.<\/span>\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":7839,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7842","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nBulk Import - Repayment - 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\/loan-management\/bulk-import-repayment\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bulk Import - Repayment - Wiki\" \/>\n<meta property=\"og:description\" content=\"Bulk imports enable you to import large amounts of data more quickly. 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