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Table of Contents (Online Help)

Amount due for Current day

This module enables you to produce a reports of Loan amounts showing how much money is expected on the present day.

How to view the Amount Dues For Current Day

To view the Amount Dues For Current Day, go to Loans\Portfolio Reports\Reports on Dues\Amount Dues For Current Day. A screen like one below will appear:

• Include arrears: When this option is checked, the report will
• Branch Code: Select a branch for which you want to generate a report. In the example above, we have checked "For all" option to have a report for all branches. In case you are using a Demo Database, then the default will be DB in the options in the drop down box.
• Credit Officer:  Select from the drop down box a particular credit officer whom you want to generate a report about, this may be to see the number of loans that were handled by that officer selected. In the example, the "For all" option is checked, this is in order to have a report on all credit officers who may have handled Loans.
• Loan Fund: From the drop down box, select a particular Loan Fund that you want to generate a report about the utilisation of the money for provision of loans or the status at a particular period of time. The Loan Fund is set at Menu System/Configuration/Funds. In the example, the "For all" option is checked, this is in order to have a report on all Funds that are available in the system.
• Geographical Area: From the drop down box, you can select a particular area/location/region of which you would like to generate a report about. It may be a town, City as specified in your settings under Menu Support Files/Geographical Area's. In the example above, the "For all" option is selected in order to have a report on all geographical areas.
• Loan Product: From the drop down box, select a loan Product that you want to generate a report about. The Loan product depends on what was set at Menu System/Configuration/Products. You may have Loan Products like School Fees Loans, Agricultural Loans etc. In the example above, the "For all" option is selected in order to have a report on all Loan Products.
• Business Sector: From the drop down box, select a business sector from which you want to generate a report about. This can be Agriculture, Industry, Services or any other depending on what you set at Menu Support files/Business Sector. In the example above, the "For all" option is selected to have a report of all sectors that were granted loans in the selected period.
• Cost Center: From the drop down box, select a cost center for which you want to generate a report about. You may tick the Check for all option to have a report on all business sectors that are available in the system.
• Grouping/Order: Select from the drop down box how the report to be generated will be classified in the column title/heading e.g. "Client Name". The screen from which you select from will look as follows;

• Client Category 1: From the drop down box, select a client based on the classification that you made at Menu Support Files Client Category 1. In the example, the "For all" option is checked. The same applies for Client Category 2 and client Category 3.
• Loan Category 1: From the drop down box, select a classification of a loan that you made at Menu Support Files/Loan Category 1, it may have been a long term loan, short term loan etc. In the example, the "For all" option is checked. The same applies for Loan Category 2 and Loan Category 3.
• Guarantee Items:: Select a class of items that were used as security for loans from the drop down box. These are set at Menu Support Files/ Loan Guarantee Items.

Click on the OK button to generate.

Click on the Close button to exit.

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