New Module Tabs for Shares, Savings and Chart of Accounts
The platform now includes new module tabs and enhanced existing features, improving usability, accessibility, and functionality. These updates provide a more seamless experience, making it easier to manage financial data efficiently.
New and Improved Features
Shares Tab:
- Description: This tab provides a comprehensive list of all share accounts.
- Searchable Fields: Users can now search by account number, member ID, or member name.
- Filtering Options: The list can be filtered by products, offering a more customized view.
Savings Tab:
Description: View and manage all savings accounts.
Searchable Fields: Search by account number, member ID, or member name.
Filtering Options: Filter by product type and account status (Active, Matured, Blocked, Closed, Premature, Foreclosed).
Charts of Accounts Tab
Description: This tab replaces the General Ledgers tab previously located under the Transaction Tab.
Functionality: All accounting reports are now accessible through this dedicated tab, offering a more streamlined and organized experience.
These updates make managing your financial data easier and more efficient. Enjoy improved navigation, searchability, and accessibility. Stay tuned for more enhancements!