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The Fund Mapping page enables you to map the sources of funds to loans in bulk.


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On this page:

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Beginning at the main screen, select Admin, then Organization from the drop down menu. This will launch the Organization menu.

Select Fund Mapping to set the preferences. 

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This will launch an Advance search page.

       

AdHoc query Search For Loans

    
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Using Adhoc query search, one can search
the
for loans with different aspects.
           
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You can search by;
  • Loan Status
  • Product
  • Office
  • Approval/Creation/Disbursement - Date

  • Loan outstanding percentage

  • Loan outstanding amount

Searching by Loan

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Status


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The options include;
  • All - Searches loan with all status. 
  • Active - Searches only loan with Active status.
  • Overpaid - Searches only loan with Overpaid status.
  • Closed (obligations met) - Searches loan with Closed (obligations met).
  • Closed (written-off) - Searches loan Closed (written-off).

Searching by Product

This can again be filter searched with respect to the is a filtered search based on Products. That is clicking on a particular product or by holding the control button, it can be searched with two or more products.  


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Searching by Office

This can again be filter searched with respect to is a filter search based on the Office. That is clicking  


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You can click on a particular office or many by holding the control button

, it can be searched with two or more

and selecting the offices.

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Searching by Approval/Creation/Disbursement-Date

This can be filter searched with the date type as Approval/Creation/Disbursement, should be provided with from and to is a filter search based on the type of date. This can be Approval date, Creation date, and Disbursement date.


You can be provide a range of dates within which you want your results to be based.

Searching by Loan

outstanding percentage

Outstanding Percentage

By default, it will have the check box checked for Loan outstanding percentage. If you don't want to use this filter, you need to uncheck   un-check the box and then search.  

By default. , it will be a between search, You can also do the advance search by selecting one of the drop downs. Then should the . However, you may select another option from the drop-down and then select the range of dates. 


              

Searching by Loan

outstanding amount

Outstanding Amount

By default it , this section will have the check box checked for Loan outstanding amount. If you don't want to use this filter, you need to uncheck un-check the box and then search.  

By default, it will be a between search, You can also do the advance search by select one of the drop downs. Then should the . However, you may select another option from the drop-down and then select the range of dates. 


Click on the  button to execute your filtered search.  
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