Overview

This page helps you understand how to setup reset date schedule. As part of this, you need to access the Drawdown corresponding to the required loan facility, and then click the Add Schedule option in the Reset Dates section. This displays the New Reset Schedule screen. Subsequently, you need to enter the Start Date, End Date, Frequency, and Rest Date in the New Reset Schedule screen. Upon previewing and then submitting, the reset dates are created and displayed in the Reset Dates section. 

Setting up Reset date Schedule

1. On the Side Panel of Finvisage application, click Liability.

The menu is expanded.

2. On the expanded menu, click Loan Facility. See the image below: 

The Loan Facility page is displayed on the right pane. 

2. On the Loan Facility page, click the required loan facility.

The Drawdowns section is displayed.

3. In the Drawdowns section, click the External ID. See the image below:

The Drawdown page is displayed. See the image below:

4. On the Drawdown page,  go to the Reset Dates section, and then click the Menu button.

A. Go to the Reset Dates section.

B. Click the Menu button. 

The drop-down menu is displayed.

C. On the drop-down menu, click Add Schedule. See the below image.

The New Reset Schedule screen is displayed. 

D. Next, on the New Reset Schedule screen:

a. The Start Date and End Date are displayed by default. You can change them if required.

b. From the Frequency drop-down box, select the required frequency choosing from Monthly, Quarterly, Semi Annually, or Annually.

c. From the Reset Day drop-down box, select the required day.

d. Click the Preview button.

The New Reset Schedule screen is displayed with the preview.

e. Finally, on the New Reset Schedule screen, click the Submit button upon preview. 

The reset dates are displayed in the Reset Dates section. See the below image.