Capture Payments (Bulk Upload)

To bulk upload cashflows for a loan instrument, follow the below steps:

1. Click on the three dots menu next to Add Portfolio button. Click on Generate Cashflow Template.

2. Select a Loan Instrument. Enter the dates for which you wish to create the template. Click Generate Template.

3. The excel file will download. Enter the details and save the file.

4. To import bulk cashflows for a loan instrument, click on the three dots menu next to Add Portfolio button. Click on Import Cashflows.

5. Click the Choose File button.

6. Choose the cashflow template. Click Upload.

7. The Amortization Schedule will populate based on the uploaded template.