Worksheet

Loan book migration checklist

A single-page checklist for moving a loan book off Excel, listing the fields each loan record needs and how to agree opening balances for running loans. Receipt fields and overdue buckets follow.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Loan and Microfinance Business”, www.gullysystem.com/blog/how-to-automate-a-loan-and-microfinance-business