Overview

The Variable Charges Loan Report provides details about each fee associated with specific loans, along with key loan information. This  document from Mycomax serves as a comprehensive manual for generating and interpreting the Detailed Variable Charges Loan Report. The guide specifies that users must have specific security permissions enabled within their roles to access this financial data via the MaxMoney platform. It outlines a wide array of data fields, ranging from personal client identification and employer details to specific loan agreement terms. Furthermore, the report tracks the financial status of accounts, including outstanding balances, payment frequencies, and detailed fee breakdowns. By following the navigation instructions provided, the microlender can retrieve a full history of variable charges associated with individual loan applications. This resource ensures that the microlender can accurately monitor repayment progress and transactional transparency for every client.

Resources

To access and utilize this report, users will need the Variable Charges Loan Report resource.

How to Access the Report

1. Navigate to MaxMoney.

2. Go to Reporting.

3. Select Variable Charges.

4. Choose Detailed Variable Charges Loan Report.

Report Columns

The report displays the following information:

Client Information:

• Client

• Client No.

• Client Original

• Client ID No.

• Client Name

• Client Surname

• Client Status

• Client Branch

• Client Sales Person

• Client Employee Number

Employer Information:

• Employer Name

• Paypoint Name

• Pay Point No.

Loan Information:

• Agreement/Application Date

• Agreement No.

• Custom Reference

• Status

• Status Reason

• Loan Branch

• First Instalment Date

• Final Payment Due Date

• No. of Payments

• No. of Interest Periods

• Frequency

• Payback Type

• Loan Product

• Total

• Last Receipt Date

• Receipts

• Outstanding

• Total Overdue

• Loan amount

Variable Charges:

• Details of variable charges