The Processing module on the MAXMONEY platform allows you to access and manage various operational processes.

Spreadsheet Format

Processes are available in a spreadsheet format (Excel or LibreOffice) for flexible and customized data analysis. Opening a process in Excel allows you to easily sort and filter information to meet your specific business requirements. To generate a process report in this format, simply select the corresponding checkbox.

XLSX/XLS/CSV Format

Logs in XLSX, XLS, or CSV formats can be easily printed or saved. These files are stored on the server under your legal entity and can be accessed later from the DocSpace menu. It's important to remember that these log files are the original system-generated reports and serve as crucial audit trail documentation.

Process Categories

The Processes module is organized into the following categories:

• Client
• Debt Collecting
• Loan
• Logs
• MaxSMS
• MaxCollect  (Payment Collection)
• MaxInsure