Batch Loan Schedule

The Batch Loan Schedule page allows you to generate repayment schedules for multiple loans at once by uploading a pre-formatted spreadsheet file. Once submitted, the request is routed through the approval workflow before the schedules are applied. This guide will walk you through the batch loan schedule creation process.

Accessing Batch Loan Schedule

1. Log into the application using your credentials.

2. From the dashboard, navigate to Data Upload in the side menu.

3. Expand Data Upload and Select Batch Loan Schedule from the dropdown list

Creating Loan Schedules in Bulk

1. Click Download Batch Loan Schedule Format to download the pre-formatted spreadsheet template

2. Populate the template with your schedule data and save the file in .xlsx format

3. Click Browse or drag and drop the completed file into the upload area

4. Toggle Enable Preview to review the file contents before submission if required

5. Click Create Loan Schedule; a confirmation modal will appear asking: "Are you sure you want to Create Batch Loan Schedule?"

6. Click confirm to proceed; the system will log the request for approval and redirect you to My Approvals, where you can track the request status

📌Unlike other upload types, Batch Loan Schedule submissions go through an approval workflow. The request will not be applied until it has been reviewed and approved. You can track the approval status under My Approvals in LMS.