To display a history of premiums, click Premium History on the left menu bar. The Premium Details screen will be displayed.
You can select premiums for a specified date or range of dates, and you can specify the income type for selection.
Click the Transaction radio button if you wish to see a list of premiums in transaction date order for the specified range of dates.
Click the Due radio button if you wish to see a list of premiums in due date order for the specified range of dates.
Select the required Scheme Income Type by selecting a value from the drop-down list.
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From Date |
The date from which premiums must be displayed. |
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To Date |
The date up to which premiums must be displayed. If no date is entered, premiums up to the current date will be displayed. |
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Scheme Income Type |
Select an income type from the drop-down list of the various types of income applicable to the scheme. Select ALL if you want to display premiums in respect of all income types. |
Click SUBMIT. Premiums matching the search criteria will be displayed on the lower part of the screen.
If no premiums are found, the following message will be displayed:
No contributions match the specified criteria. Please enter new search criteria.
