Find a borrower
Results
More than one loan matches. Pick the right one, or narrow down with any detail you know.
Alerts
Found at every sync: rows with errors in Excel, and places where Excel and the app database do not match. Fix errors in Excel; for a mismatch choose which one is right.
App database
Recent activity
Google Sheet connection
Paste the Web App link from the set-up guide. After saving, everyone logs in with their Google Sheet login.
First-time set-up
Builds the app database from the prepared Loan Master Excel. Use once; after that every sync only adds new borrowers and payments and raises alerts for differences.
Add a staff login
The staff member must change the temporary password at first log-in. Staff cannot reset their own password; you do it here.
Staff logins
My account
Passwords need at least 8 characters with letters and numbers.
Admin login
The Recovery Key is the only way to reset a forgotten admin password. Making a new one cancels the old one. If both the password and the key are lost, the Google Sheet owner deletes the admin row in the hidden Users sheet and creates the admin again with the Setup Code.