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How to Identify Which Loan Is Associated with a Disbursement Payment from ZimpleMoney

Learn how to use the Account Activity report to match a ZimpleMoney disbursement to a specific loan and borrower.


When you receive a disbursement from ZimpleMoney, the disbursement will be combined with any payments you received at the same time. When you receive the deposit and need to decipher who paid and for what loan, you can find this information in the reporting under  “Account”.

Steps:

  1. Select the Account tab in the purple menu bar.
  2. Under Reports, select My Account Activity.
  3. Review the activity log to match disbursements to specific loans and borrowers.
Reports