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Import Already-Calculated Loan + Ledger Data

Upload a CSV/Excel file with one row per employee per month. Values are imported exactly as given — no interest or balance calculation is performed. Required columns:

employee_code, requested_amount, requested_date, principal_amount, emi_amount, disbursed_amount, disbursed_date, required_shares, shortfall_shares, shortfall_amount, month, year, amount, interest_amount, status, balance_after, remarks, transaction_date

Rows must be sorted oldest-to-newest per employee. The requested_amount / requested_date / principal_amount / emi_amount / disbursed_amount / disbursed_date / required_shares / shortfall_shares / shortfall_amount columns are only read from an employee's earliest row — an employee with no existing active loan will have one auto-created from those. The loan's outstanding balance is set from the last row's balance_after; if that is 0, the loan is closed automatically.

Download Sample File
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