Debt: Loans Received

The Loans Received tab in the Debt section lists all loans the current entity is authorized to access as a borrower.

Overview

The Loans Received tab allows you to:

• View loan details and terms
• Draw partial or full amounts from the available cap
• Repay outstanding draws

You cannot:

• Edit the loan
• Adjust the cap or forgive the loan — only the lender entity can do that

Each loan includes clear indicators for:

• Lender name
• Interest rate and duration
• Loan amount and current available balance

View Loans Received

1. Navigate to your desired entity
2. Go to the Debt section and click on the Loans Received tab
3. The page lists all loans the current entity is authorized to access as a borrower. Columns include:
   • Status
   • Name
   • Lender
   • Starting Date
   • Duration
   • Amount
   • Interest Rate

Filter Loans Received

1. Click on the Filter dropdown located at the top of the page
2. Select values from the filter options:
   1. Type (Standalone or Facilities)
   2. Status (Draft, Active, Cancelled, or Elapsed)
   3. Start Date Range (enter the Start Date - End Date in YYYY-MM-DD format)
   4. Duration (Short Term or Long Term)
3. Click on Apply
4. Select + Save filter to save the set filter for future use, give it a Filter Name, then click Save

Export Loans Received

1. Click the Export button located at the top right corner of the page
2. A Loans Received Export file (.xlsx format) will then download to your device

Video Instructions