NetLoan - Approve Monthly Loan Journals

Use Case: When the NetLoan Setup System Setting, Default Transaction Status, is set to Pending Approval, loan transactions will need to be manually approved or approved in bulk.

Prerequisites: Monthly Loan Journals have been run.

STEP BY STEP PROCESS

• Open to the Approve Loan Journals Page by navigating to NetLoan > Process Monthly Journals > Approve Loan Journals

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• Enter any desired filters and click Filter Results if you would only like a subset of transactions to be approved. Once you’re happy with the transactions displaying in the sublist, select transactions individually or click the Mark All button then click the Submit button to initiate the approval process.

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• You will be redirected to a status page where you can refresh periodically to see the newly approved journals

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• Once the status is Complete you can click the Export button to save the processed results as a .csv file