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Table of Contents (Online Help)

 

Outstanding Balance Report

The Outstanding Balances Report gives details of the loans that are still pending payment up to given date.

How to view the Outstanding Balances Report

To view the outstanding balances report you go to the Loans->Portfolio Reports->Outstanding Balances Report and a screen like the one below shows up:

Note: This option is only possible for loans whose interest calculation is on the declining balance method, not flat rate method. 
For example if you are generating an outstanding balance report on 02/03/2013, and a loan happens to be due on 01/03/2013 but it has not been paid, then interest for the one day in default will be calculated and reflected in the outstanding balances report

Here you have to select the field in the Filter Criteria and also choose a Relational Operator, in the example above we checked "=" (the equals symbol). This symbol means the name will be equal to the Value selected.
In the screen above, the filter criteria selected is Name and the name selected is Ababantule Grp and Akol MikeRoth. This means that the report to be generated will be for "Ababantule Grp" and "Akol MikeRoth".

Click the Ok command button which will get you a pop up screen that will give you a summary of the filter options that you selected. Click the Yes command button to generate a report on outstanding balances.

When you do not select the additional filter option, you will continue with the details in the first screen and it will be as follows:

Specify the loan type to report on, i.e., "Individual Loan", "Group Loan"

or select the All radio button to include all loans types.  

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

Click on the OK button to view the report which will look similar to the following:

Click on the Close command button to exit the menu.

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