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…
Overview CAMS now replaces the “Delete” function with “Exit/Deactivate,” giving administrators more control over user access. Users can be deactivated and easily reactivated without losing their access levels. This update improves user management and data retention, offering greater flexibility and security. Functionality Role-Based Access Control: To deactivate or exit a user, the admin must first…
The platform now includes new module tabs and enhanced existing features, improving usability, accessibility, and functionality. These updates provide a more seamless experience, making it easier to manage financial data efficiently. New and Improved Features Shares Tab: Savings Tab: Description: View and manage all savings accounts. Searchable Fields: Search by account number, member ID, or…
Overview The new Expenditure section simplifies tracking of unpaid transactions, providing better visibility into financial records. Additionally, enhanced Super Administrator access allows for quicker navigation and support, ensuring a more seamless user experience. These updates are designed to streamline financial management and enhance overall efficiency. What’s New? How to Access Your WBA Account and Explore…
Overview The improvement to the All Transactions tab will make transaction tracking easier and more transparent. The following fields have been added: These updates provide a clearer overview of each transaction, improving overall transaction management.
Overview This functionality allows users to waive both accrued and unaccrued interest when closing a “Cash” type loan. This simplifies loan settlements and provides greater flexibility in loan management. Users handling loans under a “Cash” loan product now have the ability to waive off accrued and unaccrued interest upon loan closure. Steps to waive both…
Overview The User Management interface now includes a Reactivate option for deactivated accounts. This feature allows administrators to manage user access efficiently by activating and deactivating accounts as needed. Functionality Role-Based Access Control: How to Deactivate and Activate an Administrator How to Reactivate an Administrator This feature ensures secure and flexible admin control over system…