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Breakdown per Account Report - According to Loans/clients

In this tab a breakdown per accounts report can be generated for specific clients, loans or savings accounts.

Note that in this report you will able to see all the transactions that appear on each of the selected client, loans or savings accounts in a given period.

How to view the breakdown per account report according to loans\clients

To view this report you go to Accounting ->Financial Report->Breakdown per Accounts -> According to Loans\Clients and a screen shown below will be displayed:

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Note that when the "Client" option is selected, the "From loan number" and "From Savings A/c" options will become read only, meaning that you can only select one category for the report at a time. This means that the report will display transaction for each client in a given time.

Select any other required additional options or use the default selections. For additional information on these options you can refer to the Accounting Reports Formats.

Click the OK button to view the breakdown per accounts report which will look as follows:

 

Note that the report displays all the transactions for the selected client in the given period.

Close the report to exit the menu.

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