Permission-Based Access for Reports

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…

Enhanced General Ledger Narration

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…

Branch – Specific loan Officer Selection

The system now automatically displays loan officers linked to the selected SACCO or MFI branch. Users can also search by typing the officer’s name, making the assignment process faster, more accurate, and more efficient. Steps 1. Click on Clients on the left-hand side.2. Search for the specific Client you wish to apply a loan for.3….

Multiple Savings Accounts

We are excited to announce a new feature for our savings product: members can now open multiple savings accounts under the same product. This enhancement provides greater control and flexibility, allowing individuals to tailor their savings strategies to meet their financial goals. Whether for emergencies, vacations, or future investments, this personalization enables a more effective…