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Overdraft Provisioning

How to view the Overdraft Provisioning Report

The Loan Performer Overdraft Provisioning Report shows the user the overall overdraft amounts set (provided) to the clients and the balance there is for those overdrafts that have been used.

To get here, you go to Savings\Overdrafts\Overdraft provisioning and a screen will appear looking as follows:

Specify the client type to report on, i.e., Individual, Group or Business select All to include all client types.

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

Click on the OK command button to view the report that will look like one below:

Click on the Close command button to exit the menu.

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