Mobiloan User Guide
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  • Mobiloan User Guide
  • GETTING STARTED
    • Introduction
    • Installation & Login
    • Home Screen Navigation
    • Help and Support
  • SETUP & CONFIG
    • Setup Menu
      • Allps Setup
      • Billing Module
      • Branch Setup
      • Category Setup
      • Commission Setup
      • Company Setup
      • Document Setup
      • Insurance Setup
      • Loan Product Setup
      • Loan Purpose Setup
      • Payout Method Setup
      • Repayment Method Setup
      • Role Setup
      • Sudonum Setup
      • Transaction Setup
    • App Configuration
  • MAIN MENU
    • Origination Menu
      • New Loan
      • Payout Process
      • Active Loans
      • My Evaluations
      • Search Active
      • Quotation
    • Collection Menu
      • All Active Tickets
      • My Assigned Tickets
      • Search Single
      • Search Multiple
    • Transaction Menu
      • Client Ledger
        • Loan Ledger
        • Allps Promissory
      • Purchase Sale
      • Reconcile Transactions
      • Search Transactions
    • Reporting
      • Tools & Features
        • Basic Features
        • Google Sheets Integration
        • Year Agnostic Date Filters
        • Report Based SMS's
      • Custom Reports
        • Create New Using Designer
        • Custom SQL on blank template
        • Create a Standard Copy
        • Official Table Schema
      • Advanced Reporting
        • Insurance Report
        • Standard SMR
        • Profit and Loss Report
    • Tools Menu
      • Commission
      • Bulk Hold
      • Messaging
      • Data Export
      • Payroll Remittance
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      • Fileshare
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    • Maintenance Menu
      • Client
      • Loan
      • Agent
      • Area
      • Device
      • Employer
      • Supplier
      • User
  • ONLINE LENDING
    • Introduction
    • Configuration Steps
      • Step 1 - Enable branches for online lending
      • Step 2 - Add a new `WebApp`
      • Step 3 - Complete the Workflow
        • General Configuration
        • Category and Branch Configuration
        • Online Payroll Configuration
        • 🎨Web app Customization
  • ✨AUTOMATION
    • Background Schedulers
    • Email Verification
  • Digital Bank Statements
  • INTEGRATION PARTNERS
    • Amplifin
    • Insurance Providers
    • Experian
    • Xpert Decision Systems
    • Finch Technologies
    • Sudonum
    • SACRRA
    • NCR
  • Network Security and Infrastruture
    • Policies and Implementation
  • Disclaimer
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On this page
  • Using Filters to Find Specific Collection Tickets
  • Various Filter Criteria
  • Viewing and Actioning Collection Tickets:

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  1. MAIN MENU
  2. Collection Menu

Search Multiple

PreviousSearch SingleNextTransaction Menu

Last updated 2 months ago

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Using Filters to Find Specific Collection Tickets

This section provides you with the tools to easily find a customized scope of collection tickets using a range of filters shown in the Search Tickets dialog below.


Various Filter Criteria

You can refine your search by setting the criteria in the Filter Criteria Breakdown

  • Filter By Branch: Select a specific branch from the list of branches to search for collection tickets.

  • Filter By Area: Focus on a particular area within your access rights by choosing from the available options.

  • Filter By Status: Narrow your results by selecting a collection ticket status to see tickets at specific stages of the collections process.

For more information what each of the available collection ticket statuses mean - select the link below :-

  • Filter By Type: Choose the failed repayment method that triggered the creation of the collection ticket. Options include cash, failed debit order, point of sale, electronic funds transfer, or payroll. These events indicate the reasons for the ticket being generated.

  • Filter By Operator: If applicable, filter by the operator assigned to the collection ticket.

  • Date Due Range: Set a specific timeframe by selecting from pre-defined ranges like "last week" or "this month," or define your own custom date range to find tickets due within a particular period.

  • Online Applications (Toggle Switch): Isolate tickets associated with loans originated exclusively through the online lending platform.

By combining these filters, you can create focused searches that drastically reduce the time needed to find specific collection tickets. Once the criteria are set, Mobiloan will display all relevant collection tickets associated with the selected client in the results screen.


Viewing and Actioning Collection Tickets:

Mobiloan will then display all collection tickets associated with specified criteria in a results screen - shown below.

Select an entry on the table open the Collection Ticket Screen, where you can review details and take necessary collection actions.

For more information on actioning a collection ticket, select the link below :

For more information on the results screen functionality, select the link below:


What do the various collection ticket categories mean ? | FAQ
All Active Tickets | Mobiloan User Guide
Understanding and Leveraging the Search Results Screen in Mobiloan | FAQ
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Search Tickets Dialog