Edit/ Update AS

To edit or update the existing AS, previous versions of AS can be downloaded, changes can be made in excel and excel can be imported again.

View & Update AS

This button allows you to view and update AS manually without downloading the excel to make changes in the existing AS. To view and update AS, follow the below steps:

1. Select an Instrument from the dropdown list.

2. Click on View & Update AS button on the horizontal bar on top of the panel.

3. The Amortization Schedule window is displayed.

4. Update the AS. To import the specific changes, mark the related row "Y" in the Import Column. Mark the rest of the rows "N". Click Update AS button in the top right corner.

View AS History

This button allows you to access the previous version of AS uploaded by any user and download the excel to view or make changes in the existing AS.  To view AS history, follow the below steps:

1. Select an instrument from the dropdown list.

2. Click on View AS History button on the horizontal bar on top of the panel.

3. View Amortization Schedule History window is displayed. You will see the details of the last or current AS. Click Download. The excel file will download.

4. To update the existing AS, make the necessary changes to the downloaded sheet and upload it again through Import AS button.

Close AS

To close an existing amortization schedule, follow the below steps:

1. Click the Close AS button on the horizontal bar on top of the panel.

2. A delete window is displayed. Click OK to close AS.

3. To update the AS again, generate a new AS, make the necessary changes in excel and upload it again through Import AS button.