{"id":4505,"date":"2024-04-02T17:32:14","date_gmt":"2024-04-02T17:32:14","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4505"},"modified":"2026-07-05T14:11:09","modified_gmt":"2026-07-05T14:11:09","password":"","slug":"certification","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/certification\/","title":{"rendered":"Search\u00a0And\u00a0Edit\u00a0Installments"},"content":{"rendered":"

The Search And Edit Installments module functions as the primary tracking board and compliance ledger for the loan subsystem. It lets system managers check up on historical payout files, track account mappings, adjust active repayment terms, or delete entry lines that have not crossed posting thresholds. <\/p>\n\n\n\n

Data Table View <\/h5>\n\n\n\n

Rows matching active search criteria populate the verification directory layout sequentially to facilitate deep administrative audits: <\/p>\n\n\n\n

    \n
  1. Employee Name:\u00a0The full registered legal name of the employee profile.\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Branch \/ Sections \/ Main Section \/ Sectors \/ Path:\u00a0The multi-tier corporate mapping layout parameters associated with the worker record.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Advance Name \/ Advance Amount:\u00a0The assigned descriptive label and gross numerical value of the active loan.\u00a0<\/li>\n<\/ol>\n\n\n\n
          \n
        1. Approved Value:\u00a0The final authorized financial balance assigned to the profile.\u00a0<\/li>\n<\/ol>\n\n\n\n
            \n
          1. Discount Method:\u00a0Explains the systemic rule configuration used to collect repayments (e.g., Deducted Monthly).\u00a0<\/li>\n<\/ol>\n\n\n\n
              \n
            1. Payer:\u00a0Identifies\u00a0the paying entity or transactional clearance module.\u00a0<\/li>\n<\/ol>\n\n\n\n
                \n
              1. The Date\u00a0Of\u00a0The\u00a0Advance Request:\u00a0The calendar date when the\u00a0initial\u00a0assistance\u00a0workflow was created.\u00a0<\/li>\n<\/ol>\n\n\n\n
                  \n
                1. The Date\u00a0Of\u00a0Entry\u00a0Of\u00a0The\u00a0Advance:\u00a0The exact system registration timestamp logging the transaction entry.\u00a0<\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. Notes \/ Request status:\u00a0Retains\u00a0custom administrative remarks and real-time processing tracking states.\u00a0<\/li>\n<\/ol>\n\n\n\n
                      \n
                    1. Expense Account \/ Account Name:\u00a0Mapped ledger configuration strings routing the transaction to financial books.\u00a0<\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. Row level \/ Decoding Paging:\u00a0System tracking components and layout configuration metrics.\u00a0<\/li>\n<\/ol>\n\n\n\n
                          \n
                        1. Re_departure\u00a0Jornal:\u00a0Connects or links matching reversal general journal entries.\u00a0<\/li>\n<\/ol>\n\n\n\n
                            \n
                          1. Delete:\u00a0Administrative control to safely purge an unposted loan draft row from active database folders.\u00a0<\/li>\n<\/ol>\n\n\n\n
                              \n
                            1. Edit:\u00a0Opens the entry\u00a0parameters\u00a0row-level configuration values for rapid manual adjustments.\u00a0<\/li>\n<\/ol>\n\n\n\n

                              Configuration Workflow <\/h4>\n\n\n\n

                              The ledger is supported by an advanced filter grid modal located directly above the column headers: <\/p>\n\n\n\n

                              Filter and Audit Active Loan Records<\/em> <\/h4>\n\n\n\n

                              Follow these steps to search, review, or isolate historical installment items: <\/p>\n\n\n\n

                                \n
                              1. Click the\u00a0Search\u00a0button\u00a0located\u00a0above the data\u00a0table\u00a0rows.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                  \n
                                1. Select or isolate parameters across structural corporate placement containers within the popup dialog block (Branch,\u00a0Main Section,\u00a0Sections,\u00a0Sectors, or\u00a0Path).\u00a0<\/li>\n<\/ol>\n\n\n\n
                                    \n
                                  1. Focus\u00a0your inquiry parameters on a single individual by choosing an item inside the\u00a0Employee Name\u00a0lookup picker dropdown box.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                      \n
                                    1. Click the blue magnifying glass selector button inside the modal to run the execution matrix and update the data\u00a0table\u00a0grid logs.\u00a0<\/li>\n<\/ol>\n\n\n\n

                                      Grid Operations and Data Export<\/em> <\/h4>\n\n\n\n

                                      The control toolkit located at the top right of the data panel allows you to process information dynamically: <\/p>\n\n\n\n

                                        \n
                                      • Search: Type keywords directly into the central search bar to isolate targeted records instantly.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                          \n
                                        • Export to Excel: Click the Excel icon to download the visible workforce directory into an\u00a0.xlsx\u00a0workbook.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                            \n
                                          • Export to PDF:\u00a0Click\u00a0the PDF icon to output a printable document report file\u00a0containing\u00a0the filtered registry layout.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                              \n
                                            • Show\/Hide Columns: Click the Database\/Eye icon to change column visibility rules on the fly.\u00a0<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"

                                              The Search And Edit Installments module functions as the primary tracking board and compliance ledger for the loan subsystem. It lets system managers check up on historical payout files, track account mappings, adjust active repayment terms, or delete entry lines that have not crossed posting thresholds.  Data Table View  Rows matching active search criteria populate the verification directory layout sequentially to facilitate deep […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[45],"doc_tag":[],"class_list":["post-4505","docs","type-docs","status-publish","hentry","doc_category-advances"],"year_month":"2026-08","word_count":469,"total_views":"23","reactions":{"happy":"3","normal":"0","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Advances","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/advances\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4505","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4505"}],"version-history":[{"count":4,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4505\/revisions"}],"predecessor-version":[{"id":5276,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4505\/revisions\/5276"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4505"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4505"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4505"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}