Overview

The Allps Social Grant Report provides a clear overview of loan installments due within a specified date range. This report integrates with the receipt import process to facilitate payments for both the loan and its associated payback instruction. It specifically filters for loans with a "Social Grant EFT" payback type. This report ensures that staff can effectively monitor financial instalments and track collection references across different regions.

MaxAdmin Setup

To use this report, the MAXCOLLECT module must be enabled for your entity within MaxAdmin.

MaxMoney Setup

Resources

Access to the Allps Social Grant Report is controlled through security settings. Ensure the relevant user roles have permission to view this report.

• Navigation: Role Setup -> Reporting -> ALLPS Social Grant Report

How to Access the Report

1. Navigation: MAXMONEY -> Reporting -> MaxCollect -> ALLPS Social Grant Report

Report Filters

MaxMoney reports offer various filtering options to narrow down your results. For the Allps Social Grant Report, the following selections are available:

General

• Branch: (Optional) Generate the report for loans originated at a specific branch.

• Region: (Optional) Generate the report for loans created within a specific region.

• User: (Optional) Generate the report for loans created by a specific user.

• Status: Generate the report for a specific status of the Payback Instruction Installment.

Loan Instalment

• Loan Instalment Due Date Start: (Compulsory) Select the start date for the range of loan installments you wish to view.

• Loan Instalment Due Date End: (Compulsory) Select the end date for the range of loan installments you wish to view.

Report Generation

1. Monitor the creation status of your report in the Processing Status view.

2. Once the report status changes to "Completed," click on the report name to view the results.

3. Click the hyperlink to download the generated report.

Report Columns

The generated report will include the following columns:

• Loan Number

• Instalment Amount