SACCO customer type classification, and a run of loan and reporting fixes

Summary

Seventeen items shipped. A SACCO instance can now be classified as Employer Based or Community Based at setup, so Wakandi can tailor products and support to the common bond driving an institution's membership. A consolidated Notes of Account download now groups rows the same way the on-screen report does, a new Member Disclosure Report is added, and a run of loan and reporting fixes rounds out the release, at institutions in Kenya and Uganda.

What's new

A SACCO instance can now be classified as Employer Based or Community Based at setup, and the classification can be edited later.
A consolidated Notes of Account download now groups rows the same way the on-screen report does, instead of listing a separate line per branch, at an institution in Uganda.
A regression that could incorrectly change a brand new loan's status when a processing charge was deleted is fixed. Affected loans have been corrected, at institutions in Kenya and Uganda.
Loan documents uploaded through CAMS Admin V2 can now be viewed and downloaded there, at an institution in Kenya.
A new Member Disclosure Report is added to CAMS reporting.
Charge names in Settings are now unique, so the same charge name can no longer be added twice under Fee & Penalties.
Ledger names now accept numbers, dashes and underscores, not just letters.
The Economic Sector and Sub-Economic Sector dropdowns on a loan application no longer show every option listed twice.
A further edge case in the same loan repayment import path, where a valid product could still be rejected as "Wrong Product," or a repayment removal could fail with a false overpayment error, is corrected, at an institution in Kenya.
A Quick Loan wrongly rejected against the savings-percentage eligibility rule, despite the member having sufficient savings, is fixed, at an institution in Kenya.
The Portfolio at Risk By Age report no longer counts a loan due today as in arrears, correcting the total portfolio-at-risk figure, at an institution in Uganda.
A Member Statement and Loan Statement that left out accrued interest and accrued charges, understating what a member actually owed, are fixed, at an institution in Kenya.
A double-charged teller withdrawal fee is corrected, with the affected member refunded, at an institution in Kenya.
A loan that was topped up with a new loan to pay it off no longer closes unexpectedly once the new loan is disbursed, at an institution in Kenya.

What this means for you

Nothing here needs preparation.

Questions? Reach out to Wakandi Support at support@wakandi.com.