Add arrears notes to a finance agreement

A note that is relevant to arrears can be added against a finance agreement and at the same time the arrears status can be overridden or manually changed. 

1. To add an arrears note to a Finance agreement Navigate to  Home pages -> Borrowing -> Finance Agreements 

2. Use the filters to select the finance agreement to which the changes need to be done

3. Once you have selected the finance agreement, go to Actions menu -> Arrears -> Add an Arrears note 

4. Select the note category from the drop down list, add a text, add the follow up date (should be less than current date) and change the status if required. 

5. Click on save to complete adding the arrears note. 

NOTE: In general a Note will either be internal for finance company viewing only or it will be presented to the customer or an originator or broker depending on the settings on the note category.

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