Standard MAXMONEY users will be able to view clients, loans, payback instructions, and reports as usual. Payments will be automatically received and receipted through the integration with Allps.

Head Office Management and Auditing

Generate the following reports to check or audit information within MAXMONEY.

Check New Clients

• MIS Dashboard: Displays the number of new clients created in the selected period.

• Reporting - Client - Client Report: Provides a list of clients created in the period.

• MaxSMS MIS Management Daily: Shows the number of new clients created in a period.

• Reporting - Management - Operational Control: Displays the number of new clients created in a period.

• Reporting - Management - MIS Management Report: Shows the number of new clients created in a period.

• Reporting - Management - MAXSMS MIS Management Report: Displays the number of new clients created in a period.

Check New Employers

• Detailed Employer Report: Generate this report to see a list of employers created in a period.

Check Loan Applications

• Reporting - Loan - Loan Detail Report: Generate this report to see a list of loan applications created in a period that are not yet active.

Check New Loans

• MIS Dashboard: Shows the number of new loans for the selected period.

• Reporting - Management - Operational Control: Generate this report to see the number of new clients versus new loans versus loans with a registered debit order for the selected period.

• Reporting - Management - MIS Management Report: Generate this report to see the number of new clients, payments received, new loans, debit orders for new loans, expected payments, expected payments due, and overdue amount for the current month.

• Reporting - Management - MAXSMS MIS Management Report: Generate this report to see the number of new clients, payments received, new loans, debit orders for new loans, expected payments, expected payments due, and overdue amount for the current month.

Check Debit Orders Created

• Reporting - Loan - MaxCollect Loan Audit Report: Generate this report to see a list of loans that do not have a debit order.

• Reporting - Management - Operational Control: Generate this report to see the number of new clients versus new loans versus loans with a registered debit order for the selected period.

• Reporting - Management - MIS Management Report: Generate this report to see the number of new clients, payments received, new loans, debit orders for new loans, expected payments, expected payments due, and overdue amount for the current month.

Check Unpaid Instalments that are Due

• MIS Dashboard: Shows the amount due, the amount in arrears for the selected period, and the total amount in arrears.

• Reporting - Loan - Follow Up Report: Use this report to see a list of loan installment payments that were due in a period.

• Reporting - Loan - Age Analysis (Instalment Based): Generate this report to see the arrears.

• Reporting - Administration - Portfolio at Risk: Generate this report to assess the risk associated with arrears.

Check Claims on Loans

• Reporting - Loan - Payments to 3rd Party Report: Use this report to see which claims were loaded on loans created in a period.

Check SMSs Sent

• Dashboard: Shows the SMSs sent and credits remaining for the current month.

Compliance Reporting: Statutory Reporting

• Form 39:

  • Reporting - Management - Regulator Report: Generate this report to obtain information for Form 39.

• Form 40:

  • Reporting - Accounting - Income Statement: Generate this report to obtain information for Form 40.

  • Reporting - Accounting - Balance Sheet: Generate this report to obtain information for Form 40.

Check Documents Uploaded

• Reporting - Client - Client Supporting Documents: Check this report to see a list of uploaded documents.

Check for Diary Notes

• Reporting - Client - All Diary Entries Report: Use this report to view notes and reminders users made for follow-ups in a period.

Head Office Editing

To change information or conduct a more in-depth check, use the editing features in MAXMONEY.

• Employer Editing:

  • Go to MAXMONEY > Employers > Search for an existing employer > Edit Employer.

  • The employer's name and payback information can be edited here.

• Client Editing:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Edit Client.

• Check Client Budgets:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Edit Client > Budgets > Budget Items.

• Check Client Documents:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Client Attached Documentation.

  • To view a document, click on the "Click Here to Download" link.

• Make Client Notes:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Edit Client > Notes > Add a New Diary Note.

• Loan Editing:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Loans.

• View Loan Transactions:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Loans > Loan Transactions.

• View Loan Debit Order Instructions:

  • Go to MAXMONEY > Client Administration > Search for an existing client > Payback Instructions.