ADMIN: Exporting Director Loans

NOTE: You must be logged in as an Admin user to export director loans. You can export any Director Loans to a Microsoft Excel spreadsheet using these simple steps. Step 1 Select Director Loan Administration from underneath the Records tab in the main menu. Then view...

Edit My Director Loans

Note: Only Admin or Power Users can edit Director Loans. You can edit your own Director Loans using these simple steps. Step 1 Select View My Director Loans from underneath the Records tab in the main menu. Step 2 Use small the search box within the My Director...

ADMIN: Delete Director Loan

NOTE: You must be logged in as an Admin user to delete director loans. You can delete any director loans at any time using these simple steps. Step 1 Once you are viewing the loans of a director click on the delete icon on the right hand side of the petty cash item....

ADMIN: Search & Sort Director Loans

NOTE: You must be logged in as an Admin user to search & sort director loans. You can search and sort director loans by reference, reason for the loan or date using these simple steps. Step 1 Select Director Loans Administration from underneath the Records tab in...

ADMIN: Add Director Loan

NOTE: You must be logged in as an Admin user to Add director loans. You can add Director Loans for any director using these simple steps. Step 1 Select Director Loans Administration from underneath the Records tab in the main menu. Then click on a the name of director...

ADMIN: View All Director Loans

NOTE: You must be logged in as an Admin user to view all director loans. You can view all director loans at any time using these simple steps. Step 1 Select Director Loan Administration from underneath the Records tab in the main menu. Step 2 Click on a member of...