Receipts

Configuration & Generation Steps

Filters (AskWindow):

Loan Status: Set to All loan statuses.

Grouping & Sorting : Group by Events and sort by the Event Description.

Report Sheet: Receipts

Column Heading Formula / Population Rule Notes
Description List of all Receipt Events used during the period Sorted alphabetically; grouped and summed by event
Count Total number of receipts per event
Avg Capital Sum(Total Capital of Receipts) / Receipt Count Calculated per event
Total Sum(Receipt Totals) Calculated per event
Capital Sum(Total Capital per Receipt) Conservative Calculation
Interest Sum(Total Interest Amount per Receipt) Conservative Calculation
VAS 0.00
Insurance Sum(GLP Amount per Receipt) Conservative Calculation
In Default Interest Sum(Total InDefaultInterestAmount per Receipt) Conservative Calculation
In Default Service Fee Sum(Total InDefaultPeriodServiceFees per Receipt) Excludes VAT; Conservative Calculation
Initiation Fee Sum(Total Initiation Fee per Receipt) Excludes VAT; Conservative Calculation
Service Fee Sum(Total Service Fee per Receipt) Excludes VAT; Conservative Calculation
VAT Sum(VAT from Initiation Fee + Service Fee + In Default Service Fee) Combined tax total
Change Amount Received - Amount Allocated Against Loan Represents unallocated amount against client


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