Disbursement Register (PDF)

The Disbursement Register (PDF) wizard renders a formatted listing of loans disbursed in a period, with amounts, channels and references, for the chosen scope. It is the printable record used for funding reports and disbursement reconciliation.

Workflow

Open the wizard and select the disbursement period.
Apply branch/product/channel scope filters.
Run to generate the PDF.
Review the disbursement listing and totals.
Export for funding and reconciliation files.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
From `date_from`	Date	Yes	From
To `date_to`	Date	Yes	To
Branches `branch_ids`	Tags	—	Branches
Company `company_id`	Link → res.company	—	Company

Actions & buttons

Buttons available on this screen and what they do:

View Report
Print PDF

Notes & rules

Model: mfi.disbursement.register.wizard (PDF).
Parameters: period, branch/product/channel scope.
Output: itemised disbursements with totals.
PDF counterpart to on-screen Disbursement Register.

Technical model: mfi.disbursement.register.wizard · Record: Disbursement Register

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