Support - Loandisk

Admin 25

• Account Settings
• Custom Fields
• Add Custom Field
• SMS Settings
• Branches

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Billing 1

• Billing

View Another Branch 1

• View Another Branch

Home Branch 1

• Home Branch

Borrowers 3

• View Borrowers
• View All Loans - Borrower
• Add Borrower

Loans 7

• View All Loans - Branch
• Past Maturity Date Loans - Branch
• 1 Month Late Loans - Branch
• 3 Months Late Loans - Branch
• Loan Status

View all 7

Repayments 2

• View Repayments
• Add Repayment

Collection Sheets 3

• Daily Collection Sheet
• Past Maturity Date Collection Sheet
• Send SMS

Savings 2

• Add Savings Account
• View Savings - Borrower

Payroll 2

• View Payroll
• Add Payroll

Expenses 2

• View Expenses
• Add Expense

Reports 3

• Cash flow
• Profit / Loss
• Portfolio At Risk (PAR)

Repayments 4

• Is there a way of viewing repayments for a certain period e.g 1/04/2017 to 13/04/2017
• How do I enter bulk repayments for loans in the software?
• How to recalculate schedule based on remaining principal amount
• How to make Extra Principal Payment without Interest?

Loans 17

• Does the software currently generate the “number of months in arrears”?
• Is the loan based on an annual of 360 days? In my country ( Kenya); we base it on 365/366 days.
• Does your system allow for the input of an "end date", in addition to the already provided "start date," in the Loan Term section?
• Some loans are showing as missed the payment status but the client is not yet due
• The system is counting Saturday and Sunday. When applying the loan in the system, how do I skip Saturday and Sunday?

View all 17

Billing 5

• What kind of staff can be created without being charged?
• How do I make payment?
• How much is the software?
• Is it possible to have another trial?
• Can we purchase the application on a one-off basis rather than on monthly subscriptions?

Collection Sheets 1

• Is there is a way to include the current loan balance of a client in daily collection sheets?

Savings 1

• How do I add bulk transactions for Savings Accounts

Branches 3

• I also have clients in different countries and the currency is different. How can I change the currency here?
• How can I reset data in my account?
• How can I add multiple branch capital records?

Reports 7

• How do I get Disbursement Report for a date range and get as output all disbursements for the period?
• How can I can see collections of multiple loan products?
• How do I get Disbursement Report: Enter date range and get as output all disbursements for the period. Principal, interest and total.
• How do I see collections of multiple loan products?
• How do I download all entries?

View all 7

Loan Products 1

• How do I add Loan Products?

Account 8

• I'd like to store the data on my own server instead of Loandisk's server? Is this possible?
• Do you have a API?
• Can you arrange a tutorial for me?
• Do you have 2 factor authentication?
• How do I change my account email?

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SMS 2

• How do I setup Sender ID for SMS?
• Can the sms be sent via my mobile network? That means instead of being charged by the system, I can use my airtime to incur the sms charges?

Accounting 1

• My accountant needs access. I just bought an additional user in order to accommodate her, but all the options seem inappropriate. What is your recommendation in terms of accounant access?

Payroll 1

• Is it possible to add my employees just for payroll purposes without necessarily giving them user rights?

Staff 1

• How do I add Staff? Is there an option to create users?