WEBVTT

NOTE Silent illustrated V1 explainer. Fictional examples; not a transaction recording.


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Set the reporting scope. Choose the borrower, as-of date and
View lender. Keep currencies separate. For cash reports, also
check account and period filters.


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Download the borrower statement. Choose Download borrower
statement in the notebook. The CSV includes component totals and
loan/lender sections. Compare the file with the same displayed
scope.


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Print or save a PDF. Use Print / save borrower PDF or the
available loan print control. Browser Save as PDF is a statement
output, separate from a dedicated sequentially numbered payment
receipt.


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Read scope and partial labels. A PARTIAL export contains only
loaded rows or its labelled limited scope. Load more pages where
available before requiring a complete history. Retain scope and
date information when sharing.


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Keep estimates separate from receipts. Repayment forecasts and
settlement estimates do not post future cash, apply credit or
close a loan. Record actual movements through the reviewed
financial workflow. An export is not a full system backup.