Exporting My Director Loans

Note: Only Admin or Power Users can edit Director Loans. You can export your own Director Loans to a Microsoft Excel spreadsheet using these simple steps. Step 1 Select View My Director Loans from underneath the Records tab in the main menu. Step 2 Search or sort your...

Searching & Sorting My Director Loans

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. Search...

Add My Director Loan

Note: Only Admin or Power Users can add Director Loans. You can add your own Director Loan using these simple steps. Step 1 Select Add My Director Loan from underneath the Records tab in the main menu. Step 2 Select the date of the loan (this can be back dated), the...

ADMIN: Edit Director Loans

NOTE: You must be logged in as an Admin user to edit Director Loans. You can edit any directors loans at any time using these simple steps. Step 1 Once you are viewing the loans of a director click on the edit icon on the right hand side of the loan item. Step 2 Make...