Report Menu
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. 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.Accessing Reports
Contextual Reports