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In a circumstance where there is no End User (borrower) record for the person to whom a loan is required, create a Temporary User (also known as a Temporary Borrower).


On the Loans screen, click Create Temporary Borrower in the Actions menu.

The following screen appears:

 

 

Complete the fields, ensuring that the office where the End User is located is correct.

Click Save in the Actions menu.

The Loans transaction screen will be displayed. The Loan Transaction can be performed in the normal way.

 


Experiencing problems with loans and requests? See the Troubleshooting Guide and How do I ...?.

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