In the loan module you can manage different types of debt/investment types. Before entering any loan agreements, you must have created the relevant Entity, Counterparty, Portfolio, Cost Center, Bank Accounts and loan instrument types to proceed with creating loan agreements. There is a separate document for each type of loan agreement in the user guide.
Prior to creating any loan agreements, you must create the right type of Instruments, ensuring that the agreement matches reality, ensuring that it also works in reporting and accounting.
Within the system, you can also choose to receive notifications whenever an agreement is about to expire. To activate e notifications, go under your own user rights and specify from which modules and how many days prior you want the messages to come into your email. The system will read "End date" for this notification.
When agreement has expired you should be able to still see it in the Archive.