Note: Only Admin or Power Users can edit Director Loans.

You can search and sort your own Director Loans by reference, reason for the loan or date using these simple steps.

Step 1

Select View My Director Loans from underneath the Records tab in the main menu.

View My Director Loans

Search By Reference Number Or Reason For The Loan

To search by reference number or reason for the loan just enter the text into the small search box at the top of the My Director Loans panel.

Press enter or click the search magnifying glass to the right of the search box.

Once you see the results you can edit items or export them to a spreadsheet.

Edit Director Loan

Search By Date

You can search your own Director Loans by date using the date selector at the top right and corner of the My Director Loans panel.

Pick a date range from the calendars or select one of the pre-defined ranges from the right hand side of the data selector.

Click Apply and the search results will be displayed. You can then edit the items or export them to a spreadsheet.

Edit Director Loan