What The Loan Identifier Report Does
The Loan Identifier Report helps finance export or review loan-related information, often for reconciliation or external processing.
It may support CSV or TXT export depending on setup.
Practical Example
Finance needs a list of active payroll loan deductions to reconcile against an external loan system. Payroll runs the Loan Identifier Report and exports the file.
When To Use It
Use the report when:
- Loan deductions need reconciliation.
- Finance needs loan identifiers.
- A file must be exported for another system.
Common Mistakes
- Running the export for the wrong period.
- Missing loan identifiers on employee records.
- Comparing loan export totals to net pay instead of loan deduction totals.
Related Articles
- Loan Requests And Loan Types
- Vendor Payroll Reports