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Platform GuidesRecipesAPI Documentation

Welcome

  • Introduction to °neo

°Neo Lending

  • Configure a loan template
    • Loan template
    • Fee and cost structures
    • Interest calculations
    • Loan disbursement
  • Create a loan
    • Unsecured loan
    • Secured loan
    • Revolving credit
  • Loan 360° overview
  • Manage a loan
    • Add costs
    • Cancel payment
    • Change default status
    • Change interest
    • Change payment plan
    • Register payment
    • Register payment holiday
    • Remove cost
    • Write off
  • Direct debit mandates
    • Add a mandate
    • View mandate
  • Revolving credit actions
    • Administration fee
    • Drawdown
    • Change limit
    • Change final drawdown date
    • Change final date

°Neo Accounts

  • Accounts
    • Cash Accounts
    • View an account
  • Center
    • Center settings
  • Configure a product
    • Product templates
    • Transaction scheme
    • Interest scheme & interest rate
    • Fee scheme
    • Payment subtypes
    • GL accounts
    • Service accounts

°Neo 360

  • Companies
    • Create a company
    • View a company
    • Manage a company
  • Persons
    • Create a person
    • View a person
    • Manage a person
  • Relations
    • Person-to-person relations
    • Company relations
    • Product relations
  • Entity details
    • Documents
    • E-mails
    • Relations

°Neo Configuration

  • Configuration portal
    • Navigation
  • Configuration items
    • Access roles and permissions
    • Custom fields
    • Settings
    • Reference Data
  • Environments
    • Configuration sets
    • Datawarehouse scheduler
    • Application registration
    • Payment gateway
    • Database access
    • Scheduler
    • Loan templates
  • Users
    • Users
    • User access roles
    • User groups

°Neo General

  • Client service portal
    • Navigation
    • Dashboard
    • Task management