Documentation | User Guide

Documentation | User Guide

Create an interest rate

This part of the guide explains how to create an interest rate. This page contains some validations. Click the following link for more information: Interest Rates - Configuration details

Step 1 - Go to the page List of Interest Rates

  1. Go to the Administration module;
  2. Choose the Operations option;
  3. Select the Penalty/Interest Setup option;
  4. Click the Interest Rates menu. This action opens the List of Interest Rates page (509:15140);

Step 2 - Create an interest rate

  1. Click the Create button. This action opens the Interest Rate popup window;
  2. Fill out the required fields (identified with a red star *). For example, Rate (%), Applied to, etc.;
  3. Click the Save button. This action confirms the creation of the interest rate, assigns an interest rate number and updates the List of Interest Rates page (509:15140).