Expected Payments Export


This subsection describes the procedure of managing expected payments in the system.
The user of the System workplace has the possibility to review expected payments for all disbursed loans that are not closed yet.
Expected payments are displayed in a chronological order according to their statuses. To facilitate the review, the administrator can filter expected payments by statuses and a due date. Expected payments are displayed in the following statuses:
 Scheduled;
 Late grace period;
 Past due.
Additionally, a list of expected payments can be saved to a separate file. The detailed description of procedures of filtering and exporting expected payments is provided below.
To manage expected payments:
1) In the option menu to the left, click Export.
2) Click the Expected Payments tab.

The table of the Expected Payments tab displays the following information:
Date: a due date of the expected payment;
Expected amount: an expected payment amount;
Loan ID: a loan registration number;
Full name: a borrower's full name;
Status: a payment status.
The interface of the workplace allows the user to customize the display of the list of expected payments by performing the following operations:
 Sorting expected payments by a due date and expected amount;
 Filtering expected payments:
a. By a status;
To filter the expected payments by the status, click the first All split button on the top left-hand corner of the tab and select a corresponding status from the drop-down list:


Note:

Several statuses can be selected at a time.



The expected payments can be filtered by the following statuses:
Scheduled: all payments with the Scheduled status (starting from a current date) are displayed.
Late grace period: all payments outstanding during late grace days are displayed.


Note:

Late grace days correspond to a period during which the installment can still be repaid without penalties. This period starts after a due date. During the late grace days, the system charges neither the overdue interest rate nor late fee. The late grace days are set in a credit product (refer to Adding a New Credit Product).


Past due: all payments with the Past due status are displayed.
b. By a due date;
To filter the expected payments by the due date, click the second All split button and select a corresponding option from the drop-down list.

When filtering the expected payments by the due date, the following options can be selected:
All: a full list of expected payments is displayed;
Today: outstanding payments, due dates of which coincide with a current date;
Next 3 days: outstanding payments for which: due date <= current date+2 days;
Next 7 days: outstanding payments for which: due date <= current date + 6 days;
Next 30 days: outstanding payments for which: due date <= current date + 29 days;
Next 90 days: outstanding payments for which: due date <= current date + 89 days.


Note:

To filter the expected payments by a custom due date, click Custom in the open drop-down list and specify due dates in the From and To boxes.



3) In the top right-hand corner of the Expected Payments tab, click the down arrow and select a type of a file to which the list of expected payments will be saved.


Note:

The list of expected payments will be saved according to filter settings.



4) To save data, click the selected file.

A downloaded file gets displayed on the notification bar of the Google Chrome browser.


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