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Lists describing the standard loan purposes. Loan purposes can then be used to generate reports to analyse your performance based on the loan purpose. 

Create a new Loan Purpose

To create a new Loan Purpose click + Create button upper right-hand corner and fill the following field:

  • Name

After that, click the Save button to save the new entry or Cancel to quit without changes.

Nested loan purposes

Loan purposes setup supports the hierarchy as well. You can create child sectors by clicking + Create button in the respective row. You will then have options to save or discard your changes.

Edit Loan Purpose

Click on the entry you want to edit to go the entry details where you will find the Edit button.

Once changes made click Save to save them or Cancel to discard.

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