The following are the steps taken to download the statement from WBA.
Backdated loan disbursements now shows the correct date in CAMS ensuring loan repayment schedule accurately reflects backdated transactions. The DEMO below will show the steps too (especially when viewed in fullscreen). The following are the steps on how to execute the new feature;
Previously, the system used a single job (in SuperAdmin set up), Jobs.AutoDebitJob , to handle auto-debit transactions, including loan repayments, savings recurrence, and member charges. This feature required enabling auto-debit for each client and linking a specific savings account, which would then be automatically debited for these transactions based on a predefined schedule. To improve…
Initially, three separate reports were anticipated based on client-provided data, each focusing on different aspects of the portfolio. However, to streamline insights, we combined all essential columns into a single, unified report with filtering options by Branch and Loan Officer. This approach enables more efficient and flexible data exploration. Steps to access the Summarised Portfolio…
This feature allows customisation of loan applications. Admins are now able to edit/override the interest rate, Interest calculation method and Tenure period set in the Credit Product Policy (CPP) It applies to new loan applications only. The following are steps of the new implementation.
(Auto Debit from Savings Account) This feature allows members to pay for their loan charges before the loan is disbursed, the charges are automatically affected. This applies to CPP that requires charges to be paid upon loan application as indicated below. To effect this, upon approval, the admin effects the auto debit. Go to loan…
This feature allows members to pay for their loan charges before the loan is disbursed, the charges are automatically affected. This applies to CPP that requires charges to be paid upon loan application as indicated below. To effect this, upon approval, the admin effects the auto debit. Go to loan applications, open the loan to…