Refinance Account, Transaction to existing Account
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This page allows you to select the Account to Refinance into and print an Account Close Quotation where required.

Refinance Account wizard, Specify Transaction deta

Please confirm the value Refinancing

REFINANCED

Check that this amount is the expected value

Reference

Enter a Reference. This may default here for you if defaults are set up in the Transaction Type or Element.

Notes

Enter any Notes to appear in the "Comment" field of the Transaction listing.

Option

Select "Existing Account" from the dropdown list to refinance this Account into an existing Account.

Account

Select the Account this loan is to be refinanced into.

Refinance summary

Displays the current balance of the Account being refinanced into and the effect this refinance will have upon the balance.