These SMSs provide daily management reports to pre-selected users.

4.1 MaxSMS MIS Management Daily (Per Merchant) SMS

These SMSs are sent automatically every evening, providing daily and month-to-date summaries of key financial metrics for a specific legal entity. The message limit is 459 characters.

• Today's Metrics:

  • Loans: Number of Active, Written Off, and Paid Loans for the day. (Compare with Reporting > Loan > Detailed Loan Report).

  • Capital Out: Total capital for Active, Written Off, and Paid Loans for the day. (Compare with Reporting > Loan > Detailed Loan Report).

  • Receipts: Number of receipts for the day. (Compare with Reporting > Accounting > Receipts Between Dates Report).

  • Receipts Value: Total value of receipts for the day. (Compare with Reporting > Accounting > Receipts Between Dates Report).

  • Total Loan Value: Sum of Loan Total for Active, Written Off, and Paid loans for the day. (Compare with Reporting > Loan > Detailed Loan Report).

  • New Clients: Clients created on the specific date range.

• Month to Date Metrics:

  • Loans: Number of Active, Paid, and Written Off Loans from the 1st of the current month up to "today." (Compare with Reporting > Loan > Detailed Loan Report).

  • Capital Out: Total capital for Active, Paid, and Written Off Loans for the current month. (Compare with Reporting > Loan > Detailed Loan Report).

  • Receipts: Number of receipts for the current month to date. (Compare with Reporting > Accounting > Receipts Between Dates Report).

  • Receipts Value: Total value of receipts for the current month to date. (Compare with Reporting > Accounting > Receipts Between Dates Report).

  • Total Loan Value: Sum of Loan Total for Active, Paid, and Written Off loans for the current month. (Compare with Reporting > Loan > Detailed Loan Report).

  • New Clients: Clients created for the current month to date.

  • Overdue Inst: Sum of outstanding active loan instalment amounts where the due date is within the current month to date. (Compare with "Instalment Outstanding" column on Reporting > Loan > Loan Instalment Detail Report).

• Previous Month to Date Metrics:

  • Loans: Number of Active, Paid, and Written Off Loans from the 1st of the previous month to the same day of "today" in the previous month. (Compare with Reporting > Loan > Detailed Loan Report).

  • Capital Out: Total capital for Active, Paid, and Written Off Loans for the previous month. (Compare with Reporting > Loan > Detailed Loan Report).

  • Receipts: Number of receipts for the previous month. (Compare with Reporting > Accounting > Receipts Between Dates Report).

  • Receipts Value: Total value of receipts for the previous month. (Compare with Reporting > Accounting > Receipts Between Dates Report).

  • Total Loan Value: Sum of Loan Total for Active, Paid, and Written Off loans for the previous month. (Compare with Reporting > Loan > Detailed Loan Report).

  • New Clients: Clients created in the previous month for the same date range.

Generate a Report:

• To view these MIS SMSs:

  • Navigate to Reporting > MAXSMS > MIS Daily/Monthly SMS Detail Report.

4.2 MaxSMS MIS Cash Flow Daily (Per Merchant) SMS

These SMSs are sent automatically every evening to pre-selected users, providing cash flow related information.

• Total No Active Loans Inst: Number of active loan instalments.

• Total Active Loans Inst: Due amount of active loan instalments.

• No Active Loans Inst Due: Number of active loan instalments due in the current month to date.

• Active Loans Inst Due: Outstanding amount of active loan instalments that are due.

• Total No Overdue Inst: Number of active loan instalments where the due date is "today" or earlier.

• Total Overdue Inst: Outstanding amount of active loan instalments that are overdue.

4.3 MaxSMS MIS Daily (Per Branch) SMS

These SMSs are sent automatically every evening to pre-selected users, providing daily management information calculated per branch of a legal entity.