Overview

This page  helps you understand how to upload a payment to a loan facility. As part of uploading, you need to upload either an XLSX or a CSV file only.

The below step-by-step instructions describe the process.

Uploading a Payment to a Loan Facility

1. On the Side Panel of the Finvisage application, click Liabilities, and then click  Loan Facility from the drop-down menu.

The Loan Facility page is displayed.

2. On the Loan Facility page, click the Menu button at the bottom, and then click Payment Upload. See the image below.

The Upload Actual Payment Schedule screen is displayed. 

3. On the Upload Actual Payment Schedule screen, drop the payment schedule document.

Note: Make sure that the document format is either XLSX or CSV.

4. Next, enter a name for the payment file, and then click either Save as Draft button or Proceed button depending on the requirement.