In order to record and track the loan amount to friends, MISA Money Keeper, please follow the instructions below
- Make a note of the loan
Step 1: Press the + button on the screen, press the icon then select Lend
Step 2: Enter the loan information
- Amount of money
- Borrower
- Loan account
- Debt acknowledgment date
Step 3: Click Save to finish
2. Keep track of loans
Step 1: In the Report tab, select Money lent/borrowed.
Step 2: Click on the Loan tab to track the list of loans to friends
3. Debt collection
Step 1: Click the three dot button at the name of the debtor, select Collect .
Depending on the lender’s ability to repay, the customer chooses to collect the loan amount or click on the Other amount to record the amount paid.
Step 2: Select the debt collection account, then click Save to finish.