View Categories

Search And Edit Installments

1 min read

The Search And Edit Installments module functions as the primary tracking board and compliance ledger for the loan subsystem. It lets system managers check up on historical payout files, track account mappings, adjust active repayment terms, or delete entry lines that have not crossed posting thresholds. 

Data Table View  #

Rows matching active search criteria populate the verification directory layout sequentially to facilitate deep administrative audits: 

  1. Employee Name: The full registered legal name of the employee profile. 
  1. Branch / Sections / Main Section / Sectors / Path: The multi-tier corporate mapping layout parameters associated with the worker record. 
  1. Advance Name / Advance Amount: The assigned descriptive label and gross numerical value of the active loan. 
  1. Approved Value: The final authorized financial balance assigned to the profile. 
  1. Discount Method: Explains the systemic rule configuration used to collect repayments (e.g., Deducted Monthly). 
  1. Payer: Identifies the paying entity or transactional clearance module. 
  1. The Date Of The Advance Request: The calendar date when the initial assistance workflow was created. 
  1. The Date Of Entry Of The Advance: The exact system registration timestamp logging the transaction entry. 
  1. Notes / Request status: Retains custom administrative remarks and real-time processing tracking states. 
  1. Expense Account / Account Name: Mapped ledger configuration strings routing the transaction to financial books. 
  1. Row level / Decoding Paging: System tracking components and layout configuration metrics. 
  1. Re_departure Jornal: Connects or links matching reversal general journal entries. 
  1. Delete: Administrative control to safely purge an unposted loan draft row from active database folders. 
  1. Edit: Opens the entry parameters row-level configuration values for rapid manual adjustments. 

Configuration Workflow  #

The ledger is supported by an advanced filter grid modal located directly above the column headers: 

Filter and Audit Active Loan Records  #

Follow these steps to search, review, or isolate historical installment items: 

  1. Click the Search button located above the data table rows. 
  1. Select or isolate parameters across structural corporate placement containers within the popup dialog block (Branch, Main Section, Sections, Sectors, or Path). 
  1. Focus your inquiry parameters on a single individual by choosing an item inside the Employee Name lookup picker dropdown box. 
  1. Click the blue magnifying glass selector button inside the modal to run the execution matrix and update the data table grid logs. 

Grid Operations and Data Export  #

The control toolkit located at the top right of the data panel allows you to process information dynamically: 

  • Search: Type keywords directly into the central search bar to isolate targeted records instantly. 
  • Export to Excel: Click the Excel icon to download the visible workforce directory into an .xlsx workbook. 
  • Export to PDF: Click the PDF icon to output a printable document report file containing the filtered registry layout. 
  • Show/Hide Columns: Click the Database/Eye icon to change column visibility rules on the fly. 
What are your Feelings