Select the Account to restructure

Account

The Account being Restructured will be displayed here by default.

Date

Enter the date to restructure the Account. This date cannot be on or prior to the latest transaction dated for the Account.

By Whom

Select a party to the Loan, or enter the name of the person the Restructure was agreed with.

Type

Enter the type of restructure you are making.

Reason

Enter any notes that explains why the restructure has been made.

Print Restructure advice

Ticking this box will print the "Restructure Advice" defined in the "Special Account Documents" section of the Account Type, Documents.

Create Log?

Tick to create a Log at the end of the wizard. If unticked, a Log will still be created which includes the Type and Reason entered above if the option to Log Restructure has been ticked in Global Settings, Auditing, Accounts page.