All Loan Instalments

All Loan Instalments

Viewing All Active Loan Instalments

Overview

This feature provides a consolidated report summarizing all active loan instalments for a selected client across all their loans. It is a quick way to see a client's upcoming and outstanding payment obligations in a single view, which can be exported for analysis or record-keeping.

Video Tutorial

For a visual guide on viewing a client's loan instalments, watch the video link - https://www.youtube.com/watch?v=0spybefCDno

How to Access the Loan Instalments Report:

Navigate to Client Administration.
Search for and highlight the desired Existing Client.
Click the All Loan Instalments button.

Generating and Exporting the Report

After accessing the report screen, you can generate it in a spreadsheet format.

Output Format:

Spreadsheet (XLS): Click the hyperlink labeled "XLS: Client All Loan Instalment Report" to download the report.
- This format allows you to open the report in spreadsheet applications like Microsoft Excel or OpenOffice.
- Once in a spreadsheet, you can easily sort, filter, and analyze the data to meet your specific business needs.

Emailing the Report:

You can email the report directly from this screen by clicking the Email Report button.

Prerequisite: For this function to work, a valid email address must be configured for the user in the system's email settings.

Understanding the Report Content

The generated report contains the following information:

Report Header:

Name of the Legal Entity: The name of your business or legal entity.
GID Number of the Legal Entity: The unique identifier for your legal entity.
Report Date: The date and time the report was generated.

Instalment Details (Columns):

Client Number: The client's unique identification number in the system.
Client Initials and Surname: The initials and last name of the client.
Date: The due date for the specific loan instalment.
Total: The total principal amount of the loan to which the instalment belongs.
Instalments per Loan: The amount of the individual instalment for that specific due date.

Available Actions

Back to Client Search Results: Click this button to return to the previous client search results screen.
Email Report: Click this button to send the generated report to the configured user email address.

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026