Choosing a Transaction

Payments and other transactions can be entered on a loan from the Transactions menu. Click Transactions from the top of the Loan page and select the type of transaction you’d like to enter.


Enter all pertinent data in the dialog that appears and click the OK button OK to apply the transaction to the loan or click the Cancel button Cancel to close the dialog without applying any transaction to the loan.

Basic PaymentAdvanced Payment

Some dialogs only show the minimal number of fields needed to enter a transaction. If additional fields are available, click the ADVANCED button to reveal these additional fields. To hide the additional fields, click the BASIC button.

See also

NLS User Guide – Transaction Entry

NLS User Guide – Automated Payments Configuration

NLS User Guide – Transaction Types