A Business Loan would be any loan that you receive for your business. This could be from a bank, an institution or a family member or friend.




1. To Add a new Business Loan

  • Click on the Finance dashboard and then on the Business Loans button.
  • Click on the green button with the white cross in the middle of the screen.


  • Fill in the Loan Account name and then click on the OK button.


2. To Edit a Business Loan Account name


       You are only able to edit a business account loan name if no entries have been allocated against it.

  • Click on the Finance dashboard and then on the Business Loans button.
  • Select the loan account you want to edit from the drop down menu. Click on the pencil icon to the right of the drop down menu and edit the details.
  • Click on the OK button.


3. To record Transactions made with the Business Loan


       Interest amounts are the only entries that will be recorded in Business Loans. The business loan amount received and the monthly 

       repayments will be recorded via the bank statement or business cash.

  • Click on the Finance dashboard and then on the Business Loans button.
  • Select the correct loan account and month from the drop down menus.
  • Click on the Add New button on the top right of the screen.
  • Fill in all the details.
  • Click on the OK button.


4. To Print, Save or PDF a Business Loan

  • Click on the Finance dashboard and then on the Business Loans button.
  • Select the business loan and the month from the drop down menus and click on the PDF icon on the top right of the screen.
  • Your statement will open in a new popup box. You can print or save it by clicking on the appropriate icon on the toolbar.