All reports can now be downloaded as PDFs. Unlike Excel or CSV, PDFs ensure reports remain finalized and secure from edits. The Sacco/ MFI can access several reports as indicated in the report’s menu.
For instance, an admin would like to generate the savings report for a particular period, select the period, submit then download the report; select PDF.
The PDF report appears as below.
You can view several documents in different places within the Wakandi Admin panel. This can be checked out in the following highlights listed below.
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…
You can now receive a transactional alert via SMS and email. An SMS and email notification(s) will now be sent to the Chairman, Secretary, and Treasurer (if their contact details are provided) for every deposit transaction made to the group’s savings account by the Teller. 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…
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 can be achieved through the Teller functionality. The Teller can add and repay multiple fees in one transaction via the teller module hence streamlining the fee management processing.