This dashboard enables you to organise and schedule your tasks by providing visibility over items requiring your attention and upcoming deadlines across all transactions recorded in Kls.
How does it work
This feature is available to clients holding an active Debt Tracking licence. If you don't have access, please contact us.
Upon logging into your Kls account, select "Controls" from the left-hand navigation menu. Link to the login portal.
On this page, you can view all the covenant controls within your portfolio, sorted by due date (from the earliest to the latest).
Your monitoring is organised as follows:
Consolidated covenant control table
- The left-hand column displays the transaction name.
- The middle column lists the relevant covenant.
You can click on a transaction name or covenant names to open detailed information:
- The rightmost columns indicate the level of urgency, based on each control's current status and deadline.
Deadlines calendar
A provisional calendar is available on the right-hand side of the screen. This feature allows you to review upcoming deadlines for your transactions and better plan any necessary actions.
Any date marked with a purple dot indicates that at least one covenant is due on that day. Clicking on a marked date will display a list of covenants set to expire on the selected day.
Quick filters
To support your daily management, you can refine your view using filters to focus on specific criteria, saving valuable time when processing tasks.
To apply a filter, simply click on the desired card. Click the same button again to revert to the unfiltered view.
