How do I produce a loan report?

You can produce a Loan report within Cintra iQ that displays the details of loan deductions made in the period, the principal amount of the loan, to date deductions and any outstanding balances. This report has useful collapsible levels to drill into. Initially the Loan report appears summarised, but by expanding the Loan type, you can see the employees who have that particular deduction and then drill down into employees paying the Loan and then into all payments made by each employee.

 

 

1. Go to Cintra iQ: Payroll> Payroll Tools> Payroll Reports> Loan Report.  The  Payroll Adjustment Report - Deduction Report  form appears.
2. Select one or more Adjustment Headings.
3. Click the Next button. The Loan Report - Select Reporting Period form appears.
4. Depending on what Payroll Period option you've selected and clicked the Next button, perform either of the following:                                                                                                                                     

   Payroll Period Option	Description
   Payroll periods for a specific payroll	The Loan Report - Select Payroll and Period range form appears. Select the desired Payroll. Select the desired period range. Click the Next button. The Loan Report - Select Subtotals and Sort Order form appears.
   Payroll period within a range of dates	The Loan Report - Select Payrolls to include and Period Range for each form appears. Select the Payroll Period and range(s). Click the Next button. The Loan Report - Select Subtotals and Sort Order form appears.

5. Select the desired Subtotal and/or sort order.
6. Click the Next button. The Loan Report - Include Records for...  form appears.
7. Select the desired Employee option.
8. Click the Next button. The Loan Report - Selection Summary form appears.
9. Review the summary.
10. Click the Run button. The Loan Report is displayed. 
11. Continue to Archive, Email, Save and/or Print the report.

 

PDF Output example