Loans

Property & Finance -> Loans tab for all loan detail.

Loans can be found in the loans sub tab. On load, there will be a summarised list view of all loans belonging to a group. On this page, you can add loans and view exisiting ones in detail by selecting them from the list.

In the detailed view, you can edit, delete, add notes or add history.

Secured By

The secured by field is a dropdown of each property and vehicle recoded for this group. Use this field to select the property or vehicle the loan is secured by. By selecting the property that this loan is secured by the loan will then appear underneath the property detail in the property tab.

Related Asset

The related asset field is a dropdown of each property recoded for this group. Use this field to select which property the loan is related to (usually the loan used to purchase the property). Once selected the loan will then appear underneath the property detail in the property tab.

Offset

The offset field is a dropdown of each offest account recorded for this group. Use this field to select which offset account is linked to this loan. Once selected the offset details will show below the loan details. You can edit the offset directly here or on the assets and liabilities tab.