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Procedure documentationCompleting a Loan

Procedure

A loan has a pending status until you complete it. Completed loan amounts are added to the cashier’s or register’s system amounts and are subtracted from the safe’s contents.

You cannot modify a completed loan, but you can void it. If you find an error in a completed loan, you must void it and create a new one. For information about voiding a loan, see Voiding a Loan.

To complete a loan:

  1. On the Main Menu, click Cash Management.

  2. Click the chosen safe.

  3. Click POS Loan. The pending, completed, deleted, and voided loans appear in the window.

  4. Click the loan that you want to complete, and then click Open. The POS Loan Safe Maintenance window displays the loan information.

  5. Click Complete. The loan’s status changes to completed.

  6. Click Exit.