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As at a particular date

The Savings and Loan Collection Sheet window has three tabs that it uses to generate three deferent Savings and Loan Collection Sheets. The "As at a particular date" generates the report for a particular.

How to view the savings and loan collection sheet As at a particular date

To view the savings and loan collection sheet As at a particular date, go to Loans/Portfolio Reports/Group Members Portfolio Reports/Savings and Loan Collection Sheet, and select the tab option "As at a particular date" a screen like one below appears:

Note that

1. On this sheet, there is a provision to record the receipt number issued as well as signatures for the group treasurer, loan officer and branch accountant (this can be seen under the sub title Detail at the bottom of this page).

2. It also has a provision of recording the loans and savings amounts paid/received by both the group members and individual clients. This sheet can now be used to up date the system once the loan officer returns to office.

3. This tab option generates a report form for savings and loan payments expected for both group and individual and a provision for their payment.

 

Click on the OK button to generate the Savings and Loan collection sheet that will look like one below or click on the Close button to quit.

 

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