How to use the Debt Tracking application Overview?

Discover the ‘Overview of controls’ function, which lets you manage your to-do list and covenant controls for your entire portfolio on a single page.

This dashboard enables you to organize and plan your actions, by visualizing the elements requiring your attention and consulting the upcoming deadlines for all your operations entered into Kls.

How do I use it?

When you log in to your Kls space, click on "Overview of 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 organized 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 use the redirection icons to switch to the operation or covenant in question: 

• 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, so as to better anticipate the actions to be taken.

Each date marked with a purple dot indicates that at least one commitment is due to expire 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.