Documents
Export CSVDrop PDFs, photos or e-invoice XML here
| Received | Type | Contact | Number | Date | Total | Status |
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Lines
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Subtotal
Tax
Total
Loan terms
History
Loans
Approved loan agreements appear here with their schedule. Monthly interest accruals are posted as manual journals; the principal itself comes in through the bank feed.
| Counterparty | Role | Principal | Rate | Maturity | Balance today | Interest to post | Alerts |
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No loans yet. Upload a loan agreement and approve it.
Document completeness
– Export CSV| Date | Contact | Amount | What | Account | Reference |
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Every payment in this period has its document.