Loan Overall Summary Report
The Loan Overall Summary Report in Zoho Payroll KSA Edition provides a comprehensive view of all loans disbursed to employees within a specified period. This report tracks key loan details, including disbursement information, loan status, and repayment schedules, enabling organizations to monitor outstanding liabilities effectively.
This summary helps businesses manage employee loans efficiently by offering clear visibility into loan reasons, amounts, and repayment progress. It is particularly useful for financial planning and ensuring compliance with internal loan management policies.
Columns in Loan Overall Summary Report
The columns in this report include:
| Column | Description |
|---|---|
| Employee ID | This column uniquely identifies each employee, serving as a reference for individual payroll records. |
| Employee Name | Displays the names of employees who have received loans. |
| Loan Number | A unique identifier assigned to each loan for easy tracking and reference. |
| Loan Name | Specifies the type of loan issued to the employee, such as medical or home loan. |
| Loan Amount | The total amount disbursed to the employee under the specific loan. |
| Loan Reason | Describes the purpose of the loan, providing context for why it was issued. |
| Loan Status | Indicates the current status of the loan, such as ‘Open’ or ‘Closed.’ |
| Disbursement Date | The date on which the loan amount was officially disbursed to the employee. |
| EMI Due Date | Specifies when the next Equated Monthly |
