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Working with Collection Sheets
Working with Collection Sheets
Individual Collection Sheets:
Before you can make a repayment, you must do the following:
1.You need to be logged in. (See Login/Logout)
- Once you are logged in, it should take you to a screen similar to the following:
2. Open the Individual Collection Sheet
- First tap the menu in the action bar in the top left corner (three lines). A menu should pop up similar to the following:
- Tap Individual Collection Sheet. This will take you to where you can generate the collection sheet. It should pop up as the following:
3. From there, input the following information:
Branch Office - Select desired office.
Repayment date - Select respective repayment date.
Staff - Select associated loan officer, if the loan officer is not associated you could skip this selection.
- Then click on Generate Collection sheet button. The following window appears:
4. All the individual's expected repayment amount are automatically shown in this sheet here.
- Loan and charges due collection row. With respect to the loan account total due is the expected loan repayment column and charge is the expected charge to be paid row.
- In the row below you could see the savings dues to collected columns.
You could also use add payment detail in case if you want to capture additional payment details.
- Finally, submit the sheet by tapping the "Submit" button at the top right
- A message will be displayed like that shown below on the image: