Schedule Inquiry

Through this feature, the user is able to gain an understanding of the loan repayment life cycle. This page displays details of each installment including the interest and principal amounts along with any charges, if applicable, and the total installment amount due on each specific date throughout the loan tenure.

The user is able to identify important information such as the frequency in which repayment installments are made, the total number of installments and the number of installments paid and those that are pending.

You are here How to reach here:

Dashboard > Toggle menu > Accounts > Loans and Finances > Schedule Inquiry

OR

Dashboard > Accounts > Loans and Finances > Overview > Quick Links > Schedule Inquiry

Field Name

Description

Select Account

Loan account number (in masked format) along with the account nickname (if set by the user).

For more information on Account Nickname, click here.

First Installment

Date of first installment payment in the loan account.

Last Installment

Date of last installment payment in the loan account.

Total Installments

Total number of installments applicable for the loan account.

Installments Paid

Number of Installments paid till date for the loan account.

Amount Paid Till Date

Total amount paid till date for the loan account.

Date Range

Select the period for which you want to view the installment details.

Sr No

Serial number of the transaction list.

Due Date

Date of scheduled installment payment.

Principal

Principal component of the amount that is due, on the installment date.

Interest

Interest component of the amount that is due, on the installment date.

Charges

Charge (fee) amount that is due as on the installment date.

Installment

Total installment amount that is due as on the installment date.

Unpaid Installment

Unpaid installment amount as on the installment date.

To view the loan schedule:

  1. From the Select Account list, select appropriate loan account number.
  2. In the Date Range field, select the period for which installment details are to be enquired.
    Based on selected period, view the set of installments in the loan schedule. To view next set of entries in the Loan Schedule of the account, click here.
  3. Click Pdf to download the loan schedule in .pdf format. For more information click here.

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