Technical
Operational and financial reporting from one data model.
Because operations and accounting share a data model, reporting draws on live records. The current catalogue covers operational reports, financial statements and interactive reports.
Reporting capabilities
Operational reports
Repayment schedule, portfolio, maturity, arrears, overdue ageing, day book, statements and disbursed loans.
Financial reports
General ledger, trial balance, P&L, balance sheet, assets, budgets and cash/bank books.
Interactive reports
Dynamic financial analytics with filters and drill-down.
PDF/XLSX exports
Exports for sharing and further analysis.
Analytic accounting
Branch and fund analytics.
Off-balance reporting
Reporting for restricted and agency funds.
Precise about what exists
Reporting claims reflect the current module catalogue. Bespoke reports are delivered as custom development where needed.
Review reporting for your board and funders.
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