Loans Paid Report
This report lists loans that have been fully paid within a
specified date range. To enable access to this report, go to Setups > Security
> Roles and enable the Loan Instalment Detail Report resource for
the relevant role. In MaxMoney, go to Reporting > Loan > Loans Paid
Report. You can refine your report results using the following
filters: Report Type: Choose between Lite, Detail,
or MIS. Branch: Generate the report for loans from a specific
branch. Region: Generate a report for loans linked to a
specific region. User: Generate a report for loans created by a specific
user. Client Number Start and End: Generate the report for
loans belonging to clients within a specific client number
range. Client Status: Generate the report for loans of clients
with a particular status. Client Frequency: Generate the report for loans of
clients with a specific payment frequency. Bank: Generate the report for loans of clients with a
specific bank. Loan Number Start and End: Generate the report for
loans within a specific loan number range. Loan date Start and End: Generate the report for loans
with final payments made within a specified period. Loan Product: Generate the report for loans associated
with a specific loan product. Payback Type: Generate the report for a specific
payback type. Salesperson: Generate the report for a specific
salesperson. Employer Search: Use an asterisk ( Employer: Generate the report for loans of clients with
a specific employer. Pay Point: Generate the report for loans of clients
with a specific employer pay point. Employer Classification: Generate the report for loans
of clients with a specific employer classification. Employer Economic Sector: Generate the report for loans
of clients with a specific employer economic sector. The report displays the following information: Client Number Surname Name Loan Home Branch Loan Number Last Receipt Transaction Date Loan Total Amount Loan Received Amount Loan Capital AmountLoans Paid Report
MaxMoney Setup
Resources
How to Access the Report
Report Filters
Client
Loan
Employer
*) to
list all employers. You can select a specific employer or all. Type the whole
name or part of the employer name and click Search. The results will
appear in the employer drop-down list.
Report Columns
Client
Loan