Periodic Financial Summary

Periodic Financial Summary Report

Overview & Purpose

Designed to streamline operations across multiple branches, this report provides a comprehensive breakdown of loan book, receipt and transaction activities for a selected timeframe.

The reporting will implement 8 separate reports into the scheduled reporting systems to support simultaneous dispatch.

 Periodic Financial SummaryReport  Description  Documentation
 New Loans  Designed to streamline operations across multiple branches, this report provides a breakdown of the loan book.   New Loans
 Cancelled Loans  Designed to streamline operations across multiple branches, this report provides a breakdown of the cancelled loans.   Cancelled Loans
 Bad Debt Loans  Designed to streamline operations across multiple branches, this report provides a breakdown of the written off loan activities.   Bad Debt Loans
 Receipts  Designed to streamline operations across multiple branches, this report provides a breakdown of the loan receipts.   Receipts
 Cancelled Receipts  Designed to streamline operations across multiple branches, this report provides a breakdown of the cancelled receipts.  Cancelled Receipts
 Journals  Designed to streamline operations across multiple branches, this report provides a breakdown of the loan book activities.   Journals
 Cancelled Journals  Designed to streamline operations across multiple branches, this report provides a breakdown of the cancelled loan transactions.   Cancelled Journals
 Borrowers  Designed to streamline operations across multiple branches, this report provides a breakdown of the active and inactive clients.  Borrowers

 


MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 03/09/2026