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…
(Auto Debit from Savings Account) This feature allows members to pay for their loan charges before the loan is disbursed, the charges are automatically affected. This applies to CPP that requires charges to be paid upon loan application as indicated below. To effect this, upon approval, the admin effects the auto debit. Go to loan…
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…
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…
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…
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…
Overview: This release enhances the existing import tool to support additional data fields specific to SACCO members. The new fields provide a more comprehensive member profile, allowing for improved record accuracy and easier data management. New Data Fields Added: Each new field is now available for mapping in the UI during the import process, ensuring…
We can be able to access these feature changes by logging into Wakandi admin panel, clicking onto Accounts then accounting from the side menu. Then choosing the Reports tab to access a drop down list of the reports. In the screenshot below, we chose the Owner’s Equity report then clicked into Options to reveal a…
The changes are visible in the reports. The sample of this can be accessed by clicking Loan under Reports from the side menu when you login. Choose Loan Officer Income report to view as the screenshot below. Feature Summary:In this feature, we introduce comprehensive income reports that provide detailed insights into income generated by each…
Initially, three separate reports were anticipated based on client-provided data, each focusing on different aspects of the portfolio. However, to streamline insights, we combined all essential columns into a single, unified report with filtering options by Branch and Loan Officer. This approach enables more efficient and flexible data exploration. Steps to access the Summarised Portfolio…