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AnimalsNeed's avatar
AnimalsNeed
Qrew Member
10 years ago

Can somebody help me create a report for loan/payment balances and a report to track past due payments?

So this is a multi-level question: My company gives out no interest loans and sets up a promissory note to receive monthly payments until the loan is paid off. Right now I have ?People? as a paren...
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DavidLichty's avatar
DavidLichty
Qrew Trainee
10 years ago
Hello Animals,

Describing what is needed seemed more complicated than showing.

Please take a look at this mock-up:  https://intuitcorp.quickbase.com/db/bj2hdng9j

It shows a customer loan table and a loan payment table.

It may not do everything you are trying to do, but it does show payment history, balance remaining and you can create multiple loans and multiple payments regardless of timing or amounts.



Have fun!

- David in Tucson