Workpapers

Generate a loan schedule

The Loan workpaper provides the option to define a schedule for repayment of a loan. The schedule can be edited to adjust a repayment, add extra payments, alter repayment dates or delete missed payments. The schedule of transactions is automatically updated.
  1. To open the Loan Benefits workpaper, select
    Benefits
    , then
    Loans
     from the navigation bar.
  2. Select the loan row.
  3. Select the
    Schedule
     button on the workpaper.
  4. On the Loan Schedule page, enter the values as appropriate. Use the
    +
     and
    -
     buttons to collapse and expand the sections on this page.
  1. Select the
    Generate Schedule
     button.
A listing of the repayments is generated, based on the values you entered.

This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax
  • Subject: Workpapers

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