How to use the Debt Tracking app Controls monitoring?
Discover the ‘Controls monitoring’ function, which lets you manage your to-do list and covenant controls for your entire portfolio in one page.
This dashboard enables you to organise and plan your actions, by visualising the elements requiring your attention and consulting the upcoming deadlines for all your operations entered into Kls.
How do I use it?
This feature is available to customers with an active Debt Tracking licence. If you don't, please contact us.
When you log in to your Kls space, click on "Controls" in the left-hand drop-down menu. Link to the login portal.
On this page, you can view all the covenant controls in your portfolio, sorted by due date (from oldest to most recent).
Your overview is organised as follows:
Consolidated covenant control table
- In the left-hand column, you'll find the operation label.
- In the middle column, the covenant label
You can click on the operation name or covenant to access information:
- The right-most columns show the degree of urgency, based on the control status and deadline.
Deadlines calendar
On the right-hand side of the screen, you'll find a provisional calendar. This allows you to explore the next deadlines for your operations, to better anticipate the actions to be taken.
Each date marked with a purple dot indicates that at least one covenant will be due on that day. By clicking on the date, you will see the list of covenants expiring on the selected date.
Quick filters
To help you in your day-to-day management, you can use filters to refine your view according to specific criteria, and thus save time in processing your tasks.
To filter, simply click on the desired map. Click again to return to the general view.