Loan records are designated as incoming or outgoing at the time of creation and cannot be changed. If you mistakenly create a loan record as the wrong type, simply delete the mistake Incoming and Outgoing loans are separate record types. When creating a loan record, choose either an Incoming loan record or Outgoing. You cannot change the loan type after it is created. To correct a mistake, simply delete the incorrect record and create a new one.
To query incoming vs. outgoing loans, select “LoanIN”
- = Yes for incoming
- = No for outgoing