The Total Debt

The framework and validation of the database are important stages in our relationship. They optimize your use of Fairways Debt:

  • Accurate reporting and debt audits
  • Trustworthy debt statements
  • Relevant recommendations from your consultant

The Total Debt page gives you an overview of your transactions.

 

  1. Log in to Fairways Debt, and load the customer account, if relevant.
  2. Navigate to Portfolio > Your Debt.

Home_Portfolio_EN.png

The Total Debt page displays.

Debt_Global_EN.png

Note: To scroll and view all the transactions of the list:

  • Use the wheel on your mouse.
  • Click a row and push the up and bottom arrows on your keyboard.

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Description

A

Select the data to display.

B

Order data:

  1. Click a header and hold.
  2. Drag and drop the header in the relevant order.

In this example, we order End Date before Reference.

Order_EN.png

Resize the column width:

  1. Move the cursor on the right border of the column to resize.
  2. Pull to the left/right to reduce/enlarge the column.

In this example, we reduce the Type and Reference columns and enlarge the Rate column.

Resize_EN.png

Click a header to sort the transactions following a specific criterion.

To sort using multiple criteria:

  1. Click the first criteria.
  2. Push and hold this key on your keyboard:
    • ctrl for Windows
    • cmd for Mac
  3. Click the second criteria while keeping holding the key from the previous step till you have configured all the criteria.

In this example, the data is sorted by the next payment date in the ascending order, then by the amount in the descending order.

Sort_EN.png

C

Group the transactions by rate risk.

D

Open the transaction details.

Note: Clicking the type and the reference also enables you to open the transaction profiles.

E

Search for a transaction within the list.

F

Search for a transaction within the whole portfolio.

G

Export data currently displayed to Excel.

H

Navigate to the Penalty & Present Value page.

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