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 organisation.
These improvements are targeted to make it easy for users to navigate the loans section efficiently.
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
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!
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
You can view several documents in different places within the Wakandi Admin panel. This can be checked out in the following highlights listed 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…
This release introduces an enhanced API for purchasing SMS message units using the admin’s deposit balance. Key updates include automated SMS credit deductions for Bulk, Test, and External messages, while email sending remains unlimited. Super Admins can now designate messages as Paid or Free, with corresponding balance deductions for Paid messages. Free messages are displayed…