To strengthen financial oversight and ensure data integrity, our system has introduced a new approval workflow for backdated transactions. Previously, tellers could directly post transactions with past dates. With the latest update, this is no longer possible. Now, any attempt to post a backdated transaction will automatically trigger an approval request. 🛑 What’s Changing: ✅…
We’ve rolled out an important update to improve how error corrections are handled on closed loans.Previously, tellers were able to post corrections directly on loans that had already been closed — a process that bypassed standard procedures and posed a risk to data integrity. 🔄 What’s Changed? With this fix, loans must now be unclosed…
We’re excited to introduce a powerful enhancement aimed at increasing transparency, improving operational efficiency, and supporting better record-keeping. Teller-entered comments are now visible across multiple modules, giving your team and members clearer insights into the purpose behind each transaction. 🔍 Where You Can See Teller Comments 🏦 1. Teller Transaction History Quickly trace comments linked…
Managing loan interest just got easier! Our latest enhancement introduces a flexible interest waive-off feature, allowing users to waive interest at any stage—accrued, unaccrued, or total—directly from the loan details interface. ✅ 1. Waive Interest Anytime You can now waive: 📍 Access Path:Accounts → Loans → Loan Details → Waive Off Interest 🧾 2. Waive…
We’re excited to announce an important enhancement to member statement printing! 🎉 Previously, some printed statements were missing the SACCO name and logo—details that are essential for maintaining a professional and credible presentation. We’ve now resolved this issue to ensure every printed member statement proudly displays your SACCO’s identity. 🏢🧾 This update brings: ✅ Just…
We’re excited to introduce a new feature that allows you to easily transfer group members between different groups! 🎉 This enhancement streamlines member management, making it quicker and more flexible. Key Benefits: How to Transfer a Group Member: Step-by-Step Guide Disclaimer: Before transferring, ensure the client does not have any loans, shares, or savings with…
We’re excited to announce a significant update to our reporting system — Permission-Based Access for Reports! 🎉 With this new feature, users will now only be able to view reports that align with their specific roles and assigned branches. This enhancement is designed to bolster data security, reinforce accountability, and deliver a more streamlined, personalized…
We’ve Made Loan Tracking Even Smarter – Just for You! 💡 We’re excited to introduce a new improvement that makes loan management more flexible and accurate! 🎉 The Loan Schedule now automatically adjusts for backdated transactions, so repayments reflect the actual date they were made—not just when they were posted. This means tellers can now…
We’re excited to introduce a major upgrade to the General Ledger narration—designed to give you deeper visibility and smoother tracking of all your transactions! 🚀 🔍 What’s New? 1️⃣ Smarter, More Informative Narration Field We’ve revamped the narration structure to include rich, context-packed details. Now, each transaction narration in the General Ledger will include: These…
Overview To enhance data accuracy and ensure complete member details, we have introduced improvements in the member onboarding process. Objective:We’re making it easier for you to provide complete and accurate information during onboarding by introducing separate fields for First Name and Last Name. New Name Field Configuration Exciting Enhancements to ‘Add Member’ Page and Member…