Working with Collection Sheets
The collection sheet is a way to create bulk transactions for repayment of loans. You can use collection sheet in the following ways:
Using it as an Individual Collection Sheet where you have to provide three parameters, namely; Office, Repayment Date and Staff.
Using it as Productive Collection Sheet where you have to provide three parameters, namely Office, Meeting Date and Staff and later you can choose respective centers before submission.
Using it as just 'Collection Sheet' where you can provide Office, Meeting Date, and Staff. Providing 'Group Name' is optional here.
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.
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: