The Maturity Reports feature allows you to review loan and/or investment accounts maturing in the future.
Run a Maturity Report
From the Home page, click on the Reporting tab on the main Menu. Click on Maturity Reports sub menu from the Reporting tab. The Maturity Reports page will be displayed:
On the dashboard, the “Include” Loans and Investments boxes are enabled by default. Click off either of the check boxes, if appropriate.
- The system will automatically pre-fill a date range starts from field defaults to the current date. You may choose to leave the pre-filled date range unchanged.
- Click in the date fields to enter manually or use the calendar icons.
Click the View button. The requested loan and/or investment maturity information will be displayed:
Please note that there is no limit to the future date range you are requesting.