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How do I enter loan amortization, annuity, or lump-sum information to create client amortization schedules?

April 26, 2017amortization Annuity client create enter loan lump-sum Schedules

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How do I enter loan amortization, annuity, or lump-sum information to create client amortization schedules?

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Simply select the loan amortization, annuity, or lump-sum option from the Client Schedules Menu to create a corresponding schedule for the client you currently have selected. The information will be automatically saved where it can later be edited or removed, if desired.