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How do I make a loan repayment?
- Navigate to the loan, either on the Balances page or within the entity’s record
- To the right of the loan transaction, click the hotdog menu (three dots) and select Add Repayment
- Fill out the details for the repayment and save.
How do I add a partial or full forgiveness of an outstanding loan or payment by a Third Party?
- Navigate to the loan and click the hotdog menu to the right of the transaction
- Select Add Balance Reduction and enter the details
- In the Tags dropdown menu, select Forgiven if the debt has been forgiven or Third Party Repayment if another individual repaid the loan on behalf of the committee
- Click Save