Loan
This video will explain how to manage payroll processing loan requests using the Transaction Dashboard. It covers navigating to the Loan tab, reviewing requests, approving or rejecting them, changing the approver if needed, modifying the repayment duration after approval, and using filters for efficient request management.
Notes:
Go to the Transaction Dashboard.
Click on the Loan tab to access loan requests.
Review details such as employee name, loan amount, and request date.
Click Approve to confirm the loan request.
Click Reject if the request does not meet the necessary criteria.
Change the approver if required before finalizing the action.
Modify the repayment duration after approval if necessary.
Use filtering options to sort requests by cost center, division, department, or other criteria for better tracking.
Ensure all approved or rejected requests are accurately recorded for payroll processing.
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