Learn how to add interest back to a case in FinView with this easy guide. Follow the steps below to quickly and efficiently add interest to any case.

1. Select your case

From the open cases, select the case you need.

Select your case

2. Click on the 3 dots

Directly under the Case status box you will find the financial insights panel. This panel explains the financial components on that specific case. The 3 dots, located above the amounts provide a few options that will help you to change the financial elements. Click on the 3 dots.

Click on the 3 dots

3. Click "Add interest"

From the drop down list, select "Add interest"

Click 'Add interest'

4. Confirm by clicking 'Yes'

Click on the confirmation button labeled "Yes". FinView will now add the interest which will be reflected in the financial components overview. A record of this activity is also added to the activities panel ensuring you have a record of this change for audit reasons.

Confirm by clicking 'Yes'

5. Review the financial components

You can now see that the costs have been added, and the overall debt value has been recalculated.

Review the financial components

In this guide, you learned how to add interest back to a case in Finview. By following the provided instructions, you can easily select the case, add interest, and confirm the action with just a few clicks.

Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
Posted in:
Debt collection

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