Objective:
To improve data quality and ensure members provide complete and accurate personal information during onboarding by enforcing separate mandatory fields for First Name and Last Name.
Follow the procedure below
This release introduces a bulk transaction posting feature designed to enhance efficiency by allowing users to process multiple deposits or repayments from a single ledger. Users can perform Bulk Deposits for Savings/Share Accounts and Bulk Repayments for Loan Accounts via a new streamlined workflow accessible from the Transaction Type menu. The updated Teller Page includes…
(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…
We can be able to access these feature changes by logging into Wakandi admin panel, clicking onto Accounts then accounting from the side menu. Then choosing the Reports tab to access a drop down list of the reports. In the screenshot below, we chose the Owner’s Equity report then clicked into Options to reveal a…
This is now visible on the member’s loan dashboard. The Loan Details view now includes a detailed Arrears Breakdown with: In addition to the details, color code has also been added into the reports and system in general to make it easy and more exciting to interact with CAMS.
The following are the steps taken to download the statement from WBA.
Both Loan application list page and Loan page view have been enhanced for a more user-friendly experience. The Loan application list page have been revamped and now has 4 tabs i.e. All, Approved, Pending and Rejected tabs. The Loan page view has been revamped to have 2 tabs ie Active and Closed loan for better…