This subsection describes the procedure of saving information on loans to a separate file. This can be used to transfer information on loans from Turnkey Lender to external accounting software.
To export loans data:
1) In the menu on the left, click Export.
The Loans Export tab.
The table of the Loans Export tab displays the following information:
The interface of the workplace allows the user to customize the display of loan applications by performing the following operations:
By a loan disbursement period;
Note: | To filter the loans by a custom disbursement period, click Custom in the open drop-down list and specify dates of the disbursement period in the From and To boxes. |
Specifying the custom disbursement period.
2) In the top right-hand corner of the Loans Export tab, click the down arrow and select a type of a file to which loans data will be saved.
Note: | Data will be saved according to filter settings. |
Selecting a file.
3) To save data, click the selected file.
Saving data to the selected file.