Most reports are available within MAXMONEY under the Reporting menu. If you can't find a specific report there, please consult your resources for guidance.

Contextual Reports

Some reports are printed directly from where you perform their associated action:

• Print Contract: Available when you create a new loan.

• Print CPI Agreement: Available when you create a new loan that includes CPI.

• Print Standard Conditions: Available when you create a new loan.

• Print Payback Instruction: Available when you create a new loan with a registered payback instruction.

• Print Statement of Settlement: Available for an active loan under Client Administration > Search for a client > Loans.

• Print a Receipt: Available when you manually receipt a payment.

• Print Change to Client: Available when you distribute a change to a client under Client Administration > Search for a Client > Post Client Change.

• Print Budget Form: Available when you create a budget for the client.

• Print Budget: Available when you create a budget for the client or when you create a new loan. Settings must be configured for this report.

• Print Loan Schedule: Available when you create a new loan. This feature must be set up under Setups > Loan Related > Loan Products.

• Print Transaction: Available when you process a transaction under General Ledger > Process Transactions.