Microlenders in Namibia want a report of all the stamp duties that they must pay over to NAMFISA.

Other microlenders in other countries might have similar needs on other types of transactions.

MaxMoney Setup

Resources

The users will need the following:

• Specific Transaction On Loan

How to Access the Report

MAXMONEY

• MaxMoney - Reporting - Auditing - Specific Transaction On Loan Report

Report Filters

• Date Range [allow max between beginning and end date = 365 days]. Filters on the transaction date of the loan transaction.
• Financial Event (Required) [not start and end, only one selection]. Filters on the loan transaction event. Note: if transactions with a specific event appear more than once on the LTR of a specific loan in the selected date range then the loan will appear more than once in the report.
• Loan Statuses. Filter on the selected statuses of the loans.

Report Columns

Loan Information

• Agreement Date = Loan Agreement Date
• Client ID No.
• Client Name
• Client Surname
• Agreement No. = Loan No
• Loan Status = Current status of the loan
• Description = Transaction Description of event*
• Amount = LTR Amount
• Transaction Date = LTR Transaction Date