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!
Previously, the system used a single job (in SuperAdmin set up), Jobs.AutoDebitJob , to handle auto-debit transactions, including loan repayments, savings recurrence, and member charges. This feature required enabling auto-debit for each client and linking a specific savings account, which would then be automatically debited for these transactions based on a predefined schedule. To improve…
The SMS is set up at the Credit Product Policy and the usual SMS charges apply. The 1st step is to open the CPP and edit. Submit the CPP and ensure to approve the policy On the CPP under Settings, key in the “Before Due Date Notification Days” and Over Due Date Notification Days” Submit…
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 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.
Here are the steps we can take to explore this further: