Outstanding loans report

The Outstanding Loans report lists every active loan that still has a balance to be repaid. Use it to see, at a glance, who owes what. Open it from Loan Management > Outstanding Report in the left menu.

1. Loan Management — Open the Loan Management group in the menu.
2. Outstanding Report — Then choose Outstanding Report.

Steps

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

What you'll see

The report covers active loans with an outstanding balance, with these columns:

• Loan # — the loan reference.
• Employee — the borrower (avatar, name and code).
• Loan Amount — the original loan principal.
• Outstanding — the amount still to be repaid, shown in red.
• EMI — the equal monthly instalment.
• Start Date — when the repayment schedule began.
• End Date — when the repayment schedule is due to finish.

Tips

• Loans that are still pending or approved, and loans that have been completed or rejected, don't appear here — only active loans with a balance.
• For the full list of loans in every state, use All Loans. For the deductions due in the next payroll period, use Upcoming deductions report.