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Disbursement Dashboards for Finance and Operations

In Operations Dashboard

Capture Disbursed Amount field while created an invoice in invoice maker and invoice checker has an option to edit the same

A loan rejection option to be added in the Awaiting Disbursement Bucket of OPS Dashboard where in on click of Reject button, a pop-up comes up to ask for Invoice Number and rejection reason which needs to be rejected. Once specified and clicked on reject button, the invoice will be rejected to free the limits and if a loan id was created in finflux, the same will be rejected as well. (Rejection will be allowed till the time it goes in Disbursal file generated. Reason to be captured for rejection)

List of buckets to be added in the operations dashboard:

Awaiting Disbursal

Disbursement File Generated

Active

Rejected

Closed

Write Off

Filters options: Lender, CD(Yes/ No), Program, Date Range

Search Options: Trade Name, Invoice Number, Loan Id, Cust id

Capture Disbursement details button: On click of this button a pop-up would come up to capture the below details. Basis the details provided here, invoice’s disbursement amount, CD Amount, UTR and Date will be captured here

Capture Disbursement Details

Capture Disbursement Details

Invoice Number

Loan Id

Disbursed Amount

UTR

Lender

CD Amount

Disbursed Date

There are no rows in this table

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Disbursement Dashboard View in Operations

Disbursement Dashboard View in Operations

Invoice Number

Invoice Date

Trade Name

Supplier Name

Supplier Bank Account

Supplier IFSC Code

Customer Mobile Number

Loan Amount (Required Amount)

Invoice Amount

Disbursed Amount

UTR

Disbursed Date

Loan Status

Loan Approval Date

Loan id

Invoice Id

Program

Lender

Cust id

App id

CD Amount

CD Actuals (from Supplier)

Pre-Filled

There are no rows in this table

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Download Excel Button There will be a download excel button available to download the all the list of invoices which are part of the current bucket along with the searches and filters applied

So for eg. If a filter is applied for Program: HP Telecom 1.0, CD:Yes and then Download Excel button is clicked Then only the cases which are part of HP Telecom 1.0 Program along with CD marked as Yes in the system will be downloaded in the excel

Disbursement Upload Button

On click on Disbursement upload button, a file uploader option would come in where once the disbursal file is uploaded, the following details will be updated based on values added in the excel:

Loan Id

Disbursement Amount

Loan Amount

UTR

Disbursed Date

Loan Status (Disbursed)

CD Amount

Disbursement Dashboard for Finance

The options in the Finance smartdash are similar to the operations smartdash.

The difference here is: Only the cases where Mintwalk is the lender will be visible. Other lender cases won’t be visible here

Figma File:

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