Upcoming deductions report

The Upcoming Deductions report shows the loan instalments due to be deducted from salary in the coming payroll period. Use it when preparing payroll. Open it from Loan Management > Upcoming Deductions in the left menu.

1. Loan Management — Open the Loan Management group in the menu.
2. Upcoming Deductions — Then choose Upcoming Deductions.

Steps

1. In the left menu, choose Loan Management > Upcoming Deductions.
2. Use the Search employees... box to find a row by loan number or by the employee's name or code.
3. Click a column header to sort.

What you'll see

The report lists active loans set to deduct from salary, with these columns:

• Loan # — the loan reference.
• Employee — the borrower (avatar, name and code).
• Deduction Amount — the instalment to be deducted.
• Outstanding — the amount still to be repaid on the loan.
• Deduction Month — the payroll month the deduction falls in.

Tips

• Only loans that are Active and set to deduct from salary appear here. Loans repaid manually don't show in this report — record those payments from the loan's details panel instead. See Loan repayments.
• For a fuller view of balances across all active loans, see the Outstanding loans report.