This report provides a list of all instalments that were rescheduled to a new date within a specified date range. It includes instalments where the instalment due date differs from the instalment agreement date. You can print, view, or email the report.

MaxMoney Setup

Resources

To enable access to this report, go to Setups > Security > Roles and enable the Rescheduled Instalment Detail Report resource for the relevant role.

How to Access the Report

In MaxMoney, go to Reporting > Loan > Rescheduled Instalment Detail Report.

Report Filters

You can refine your report results using the following filters:

General

• Branch: Generate the report for instalments on loans created at a specific branch.

• Region: Generate the report for instalments on loans created within a specific region.

• User: Generate the report for instalments on loans created by a specific user.

• Create Spreadsheet: Select this checkbox if you want to generate the report in a spreadsheet format.

Client

• Client Number Start: Generate the report for the instalments of specific client(s), starting from this client number.

• Client Number End: Generate the report for the instalments of specific client(s), ending at this client number.

• Status: Generate the report for the instalments of clients with a specific status.

• Payment Frequency: Generate the report for the instalments of clients with a specific payment frequency.

• Bank: Generate the report for the instalments of clients with a specific bank.

Loan

• Loan Number Start: Generate the report for the instalments of specific loans, starting from this loan number.

• Loan Number End: Generate the report for the instalments of specific loans, ending at this loan number.

• Instalment Start Date: (Required field) Enter the starting date in DD/MM/YYYY format. Generate the report for instalments on loans rescheduled for a specific date range. (Note: These dates are the Rescheduled Instalment Dates, not the original Instalment Dates.) The due date of the instalment must fall within this date range.

• Instalment End Date: (Required field) Enter the ending date in DD/MM/YYYY format. Generate the report for instalments on loans rescheduled for a specific date range. (Note: These dates are the Rescheduled Instalment Dates, not the original Instalment Dates.)

• Loan Product: Generate the report for the instalments of loans with a specific Loan Product.

• Payback Type: Generate the report for the instalments of loans with a specific payback type.

• Salesperson: Generate the report for the instalments of loans with a specific salesperson.

Employer

• Employer Search: Use an asterisk (*) to list all employers. You can select a specific employer or all. Type the whole name or part of the employer's name and click the Search button. The result(s) will display in the employer drop-down list.

• Employer: Generate the report for the instalments of clients with a specific employer.

• Classification: Generate the report for the instalments where the client's employer has a specific classification.

• Economic Sector: Generate the report for the instalments where the client's employer has a specific economic sector.

Report Generation and Output

Once you've set your filters, click the Finish button to generate the report.

Processing Status

This report will be generated under Processing Status.

1. Wait until the report status is Completed. You can refresh the Processing Status page by clicking the Submit button.

2. When the report status is Completed, click on the report name.

Output

The report will be generated in PDF format. Click on the hyperlink to open/download the report.

Report Columns

The report displays the following information:

• Client No: The client number in MaxMoney.

• Client Initials: The initials of the client.

• Client Name: The name of the client.

• Client Surname: The surname of the client.

• Client Status: The client status in MaxMoney.

• Loan Number: The loan number in MaxMoney.

• Instalment Number: The sequence number of the instalment for the specific loan.

• Instalment Agreement Date: The original date of the instalment when the loan was created.

• Instalment Agreement Amount: The original amount of the instalment when the loan was created.

• Instalment Due Date: The date of the instalment after the last modification was made to it.

• Instalment Due Amount: The amount of the instalment after the last modification was made to it.

• Difference: The difference between the due amount and the agreement amount of the instalment.

• Amount Received: The payment amount received from the client and allocated to this instalment.

Record Information

• Record User: The user who created the loan and instalments.

• Record Date: The date on which the loan and the instalment(s) were created.

• Record Time: The time at which the loan and the instalment(s) were created.

Update Information

• Update User: The user who modified the instalment.

• Update Date: The date on which the instalment was modified.

• Update Time: The time at which the instalment was modified.