How to Generate Enrolled Loan Reports
How to Generate Enrolled Loan Reports
Trisha
Last Update il y a 5 mois
- Go to Reports.
- Click Payroll.
- Click Loan.
- Click Generate Enrolled Loan Reports.
- Fill out the form:
- In Report, select Loan Report.
- In Type, select between By Month or By Year.
- In Company, select the company.
- If selected By Year in Type, just select the Covered Year. If selected By Month, select the Covered Month and Year.
- In Loan Types, select the loan type or just select All.
- In Status, select between Active, Autmatically Marked Paid, Manually Marked as Paid and Pause, or just select All.
- In Classication, just check the classification needed for report.
- In Location, just check the location needed for report.
- In Department and Section, just select the department and section or just select All.
- In Employment, just check the employment needed for report.
- In Employee Status, just select between Active and Inactive or just select All.
- Click View.
- Select between Excel (to download excel template) and Print (to print directly).
