🔺Loan Details

1. How to download advance salary register?

To download the advance salary register, follow path below:

Path: Cloud Login > Go to Analytics > Reports > Financial > Loan Details >Select the report Type > Select Category > Download Excel.

Step 1: Log in to the Cloud portal, go to ‘Analytics’ menu, then select ‘Reports’ submenu.

Step 2: Under the ‘Financial’ tab, Click on the ‘Loan Details’ option

Step 3: Use the filters to select the desired ‘Report Type’ and ‘Category’, and Click on ‘Download Excel’

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=financial&submodule=loandetails

For any queries, contact [email protected]

2. How to download the loan pending register?

Path: Cloud login > Analytics > Reports > Financials > Loan Details > Select the report type > Category > select the Loan type check box > Download Excel

Step 1: Log in to the 'Cloud' portal and go to 'Analytics' menu and select 'Reports' tab.

Step 2: Under the 'Financials' tab, select 'Loan Details'.

Step 3: Select the 'report type', 'Category', and select the 'Loan type' check box, click 'Download Excel'.

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=financial&submodule=loandetails

For any queries, contact [email protected]