This report provides a list of all loans that include payments made to a third party within a specified period. You can print, view, or email the report.

MaxMoney Setup

Resources

To enable access to this report, navigate to Setups > Security > Roles and ensure the Payments 3rd Party Detail Report resource is enabled for the relevant role.

How to Access the Report

In MaxMoney, go to Reporting > Loan > Payments to 3rd Party Report.

Report Filters

You can refine your report results using the following filters:

Date

• Payments to 3rd Party Date start and end: Generate the report for loans within a specific payment to third party transaction date range.

General

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

• Region: Generate the report for loans created by a branch linked to a specific region.

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

• File Format: Choose between XLSX and XLS formats for the report output.

Client

• Client Number Start and End: Generate the report for loans belonging to clients within a specified client number range.

• Client Status: Generate the report for loans of clients with a particular status.

Loan

• Loan status: Generate the report for loans with a specific loan status.

Beneficiary

• 3rd Party Beneficiary: Generate the report for loans paid to a specific third-party beneficiary.

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. Click the hyperlink to navigate to the Processing Status page.

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

3. Once the report status is Completed, click the report name to navigate to the next page where you can download the report.

Output

The report will be generated in XLS format. Click the hyperlink to open or download the report.

Report Columns

The report displays the following information:

Client

• Client No: The client number.

• Client First Name

• Client Surname

• Client Address

• Client Status

Beneficiary/3rd Party

• Name of beneficiary

• Amount to be paid to beneficiary

• Reference

• Description

Loan

• Loan No

• Loan Status

• Branch

Record Creation

• Record User: The user who created the loan application.

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