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Member Payments since Disbursement

This module will enable you to produce reports about all loan payments that were made by group members from the time the first loans were paid or issued to clients (Loan applicants) up to the selected ending date. 

How to view the member payments made since disbursements report

To view the payments made since disbursements report you go to Loans/Portfolio Reports/Member payments made since disbursements. A screen like one below appears:

• Payments made since disbursement until: In the drop down box, select the date when the report should stop e.g. "18/06/2018".
• From loan No: From the field provided, select the loan number from which the payments made since disbursements report will start and in the to Loan No: the loan number that the report will stop or you can select from the first to the last loan number to generate the payments made since disbursements report for all the loans.

• Report Currency: From the drop down list select the currency in which the report should appear, e.g., "UGX".

Note that Loan Performer offers the flexibility of displaying the report in different currencies.

• Branch Code:  From the drop down box, select the branch for which the Payments made since Disbursements report should be generated or tick the For all option to generate the report for all branches
• 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 outstanding balances on loans that were handled by that officer. You may tick the Check for all option 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 for. You may tick the Check for all option to have a report on all funds that are available in the system.
• Geographical area: From the drop down box, select a particular geographical area that you want to generate a report for. You may tick the Check for all option 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. You may tick the Check for all option to have a report on all loan products that are available in the system.
• Business Sector: From the drop down box, select a business sector from 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.
• 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, "Loan Product". The report generated will hence be grouped per loan product.
• Report Format: Select from the drop down box the sequence in which the column titles in your report should appear. Loan Performer offers a variety of formats for you to choose from, e.g., "Format (1)".
• 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 / Client Category 2 and Client Category 3. You may tick the Check for all option to have a report on all options under each client category.
• Loan Category 1: From the drop down box, select a classification of a loan that you made at Menu Support Files/Loan Category 1 / Loan Category 2 and Loan Category 3. You may tick the Check for all option to have a report on all options under each loan category.
• Guarantee Items: Select a class of items that were used as security for loans from the drop down box. You may tick the Check for all option to have a report on all the different classes that are available in the system.
• Additional filtering options?: This option is used to get a particular field or specification that you want. It helps you to narrow down the information that you need. When you check this option and click ok, a pop up screen will appear that looks as follows:

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 to generate the repayments of dues report that will look as follows:

Click on the Close button to exit.

Contact LPF live support for more information
This service requires an Internet connection.