Fund Mapping

Owned by Sangamesh Nadagoudar
Last updated: Jun 03, 2019 by Massabe Lydiane

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


On this page:



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. 

This will launch an Advance search page.

           
Using Adhoc query search, one can search for loans with different aspects. You can search by;
  • Loan Status
  • Product
  • Office

  • Approval/Creation/Disbursement - Date

  • Loan outstanding percentage

  • Loan outstanding amount

Searching by Loan Status

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 Closed (obligations met).
  • Closed (written-off) - Searches loan Closed (written-off).

Searching by Product

This is a filtered search based on Products. That is clicking on a particular product or by holding the control button and selecting two or more products and then search.  

Searching by Office

This is a filter search based on the Office. 

You can click on a particular office or many by holding the control button and selecting the offices.

Searching by Approval/Creation/Disbursement-Date

This is a filter search based on the type of date. This can be Approval date, Creation date, and Disbursement date.


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

Searching by Loan Outstanding Percentage

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

By default, it will be a between search. However, you may select another option from the drop-down and then select the range of dates. 


              

Searching by Loan Outstanding Amount

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

By default, it will be a between search. However, you may select another option from the drop-down and then select the range of dates. 


Click the  button to execute your filtered search.  

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