Calendar Views

Introduction

At several places within a loan, the option to select a date will pull up a dynamic calendar that shows upcoming payment dates. This includes scheduled payments, forecasted payments, and AutoPays.

What pages show the dynamic calendar?
The calendar is shown on the following pages within a loan:
  • Payments
  • Autopay
  • Promises
  • Charges
  • Charges
  • Credits
  • Past Due Advancements
  • Suspend Payments
  • Suspend/Resume Interest
  • Change Due Date
  • Data Type Custom Fields
  • Repossession Date
  • Closed Date
  • Liquidation Date
  • Follow-Up Date

It won't be displayed on every page in the system, however. These are some notable pages that show a static calendar without loan events:

  • Inside a loan, on the Escrow Tab or on the Contract Date and 1st Due Date in Loan Setup
  • On the page for any customer
  • All reports (both within a loan and tenant-wide reports)
  • Loan Manager search on dates

Calendar View

The calendar feature shows the dates when different events have happened or are slated to happened. As you can see down below, the calendar uses different colors to show what kind of action is taking place.

Here's a breakdown of what each color indicates:

  • Purple dots indicate AutoPay dates. Every page with the dynamic calendar will show existing AutoPays, and the calendar when you create a new AutoPay will show both the existing ones and the ones that are being scheduled. Hovering over the circle will display 'Autopay Apply Date'.
  • Teal dots indicate regular due dates. These are the originally scheduled payments on the loan, based off of the setup terms. These don't change with payment history. There will usually be more than one circle on the calendar. For instance, a loan with weekly due dates could have four or five bluish green dots on a single month. Hovering over the circle will display 'Regular Due Dates'.
  • Orange dots indicate the next due dates. These are forecasted payments on the loan, which adjust as the customer makes payments. If a customer makes payments on time every week, these should line up with the teal dots for regular due dates; they'll differ from regular due dates if the customer has paid ahead. There will usually be multiple orange dots, but none on the past due dates.
  • A large blue dot indicates the selected date. The date you've selected will be engulfed in a large, blue circle, distinct from the other dates which all appear below the date.


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