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
New Implementation: Enhanced Access Control has been introduced with View and Read Permissions added to various reports. This ensures that only authorized users can generate and view the following reports: Saving Report, Saving Officer Portfolio Report, Account Transaction Report, Transaction Report, Product Balance Report, Saving Snapshot Report, and Saving Beyond Policy Limit Report. Purpose: The…
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;
(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…
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;…
You can view several documents in different places within the Wakandi Admin panel. This can be checked out in the following highlights listed below.
You can now download a report of all pending loan applications, regardless of their stage, in PDF, CSV or Excel format. This enhancement ensures easier tracking and processing of loan applications, streamlining your workflow and improving efficiency!