Maximize GP with Automated Investment and Loan Tracking Add-Ons

Are you manually tracking investments and loans in spreadsheets? If so, watch this recorded webinar to see how you can affordably automate tracking.

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    Are you manually tracking investments and loans in spreadsheets? If so, watch this recorded webinar to see how you can affordably automate tracking Loan Payables and Receivables and Certificates of Deposits within GP with Plumbline’s Loan Management System (LMS) and Investment Management System (IMS)! Let us show you what it looks like to streamline data processing and reporting for your loans and investments.

    In this session, we’ll cover the following capabilities of these Plumbline proven solutions.

    LMS:
    • Tracks loan data and creates amortization schedules
    • Payments received or made are automatically broken down between principal and interest
    • Select Loans payments due for Payable Loans and have vouchers created automatically in AP
    • Interest Accrual and Payments received posts directly to the GL
    • Reporting includes statements, aging and delinquency.

    IMS:
    • Enter CD Information and automate calculating interest
    • Track cash receipts and rollovers
    • Integrates and posts transactions to General Ledger