Viewing loan contracts

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To view the list of all loan contracts registered in 1C:Drive:

1. Go to Cash management.
2. Under Loan management, click Loan contracts.

The list displays the details for all loan contracts. The details may vary depending on the list settings. The following details can be displayed:

• Date. Date of the loan contract. By default, it is the date of the loan contract's creation.
• Number. A loan contract ID.
• Loan type. Indicates whether the loan is borrowed, lent to a counterparty, or lent to an employee.
• Employee, Counterparty. Name of the counterparty in the loan.
• Principal. Initial amount of the loan.
• Loan currency. Currency in which the loan was provided.
• Periodicity. Indicates whether the loan is repaid one-time or on monthly basis.
• Company. Name of the company.
  It is only available if Manage multiple companies is selected in Settings > Company.
• Principal GL account. GL account for recording the loan principal.
  It is only available if Use default type of accounting is selected in Settings > Company.

To quickly find loan contracts:

• Sort the list by any column by clicking the column header. To reverse the sorting order, click the column header again.
• Filter the list using the following filters to the right of the list:
  • Counterparty.
  • Contract kind.
  • Employee.
  • Company.
• Search the list using the search field above the list.

To view details of a loan contract:

• Double-click a loan contract line.

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