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Loans - Other Loans

Welcome to Citicon Payroll and Accounting Systems Reports for Loans - Other Loans. This module consolidates other loans providing a comprehensive overview of loan status and repayments.

Key Purposes

  1. Comprehensive Loan Tracking: Monitor all loan transactions across different loan categories by employee, including loan date, terms, amount, and outstanding balance.
  2. Repayment Management: Facilitate effective tracking of loan repayments integrated with payroll deductions for accurate salary processing.
  3. Financial Oversight: Provide clear insights into loan statuses to support informed decision-making and ensure loan compliance.
  4. Employee Transparency: Maintain accessible loan records for employees and management, fostering trust and accountability.
  5. Versatile Reporting: Allow export of loan summaries in PDF and XLS formats for easy sharing, auditing, and record keeping.

Other Loans Module User-Manual

This section provides details, and set-by-step instructions to view, and access the Other Loans entries stored in the system.

Index Page

How to find the page: Go to Payroll, select Payroll & HR, select Reports, select Loans, then select Other Loans. Loans - Other Loans Index1

a. Adjust the items per page here.
b. Adjust the date range of the entries to be shown here.
c. Select this button to Export entries.
d. Search for specific entry details using the search bar.
Loans - Other Loans Index2

Export Entries

  1. Select the Export button.
    Loans - Other Loans Export1
  2. Input the necessary details regarding the entries you would like to export.
    All fields that has an asterisk (*) are required to have an input.
    Loans - Other Loans Export2
  3. Select the respective button to either Export the data as PDF or XLS.
    Loans - Other Loans Export3

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