The Associated Transaction menu lets you keep track of a variety of Associated Transactions with the loan.

• Click on Associated Transaction in the loan's overview menu.
• Click the Add button.

• The Add Associated Transaction pop-up will appear. Select the type of the transaction you would like to add from the drop down menu.

• Select the type and click save. The pop-up will update with fields relevant to the type you selected. Fill in the fields and click save.

• To edit a transaction record, click the hyperlinked type name in the type name field. The edit transaction pop up will appear. Make the edits you need to and click save.

• To delete a record, click the X icon next to the record you want to delete. A confirmation pop up will appear. Confirm that you want to delete it by clicking the delete button.