User Guide

Contents

• Introduction
• Dashboard
• Branches
• Members Module
  • 1. View Members
  • 2. Add Member
  • 3. Bulk Import
  • 4. Custom Fields
  • 5. Member Requests
• Loans Module
  • 1. All Loans
  • 2. Pending Loans
  • 3. Active Loans
  • 4. Loan Calculator
  • 5. Loan Products
  • 6. Custom Fields
• Upcoming Payments
• Loan Repayments
• Accounts Module
  • 1. Member Accounts
  • 2. Interest Calculation
  • 3. Account Types
• Deposit Module
  • 1. Deposit Money
  • 2. Deposit Requests
• Withdraw Module
  • 1. Withdraw Money
  • 2. Withdraw Requests
• Transactions Module
  • 1. New Transaction
  • 2. Transaction History
  • 3. Transaction Categories
• Expense
  • 1. All Expense
  • 2. Expense Categories
• Deposit Methods
  • 1. Automatic Gateways
  • 2. Manual Gateways
• Withdraw Methods
• Bank Accounts Module
  • 1. Bank Accounts
  • 2. Bank Transactions
• User Management
  • 1. All Users
  • 2. User Roles
  • 3. Access Control
• Languages
  • 1. All Language
  • 2. Add New
• Reports Module
• System Settings
  • 1. General Settings
  • 2. Supported Currency
  • 3. Notification Templates