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….

Improved Summarized PAR Report

We’ve enhanced the Summarized PAR Report by introducing a Date Filter and refining the Total Overdue field to ensure it accurately reflects overdue amounts—just like in the detailed PAR report. This update ensures consistent and reliable data, making your portfolio tracking more precise and insightful! Steps to access Summarized Portfolio At Risk Report To view…

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…

Import for member savings and loan repayments

In employee-based institutions, particularly those using a check-off system, member savings and loan repayments are typically made on scheduled days, such as once a week or once a month. To process these transactions, (savings, shares and loan repayments) the admin will use the import tool. Steps Once the data is submitted, check for any errors.

Enhanced Teller Till Statement

Managing financial transactions efficiently is crucial for any financial institution. The Enhanced Teller Till Statement is a major step forward in improving transparency and accuracy in financial tracking. With this enhancement, every transaction now includes exact descriptions entered by tellers, ensuring greater clarity and simplifying reconciliation processes. This update empowers financial institutions with better audit…

Enhancing Financial Traceability With Teller Fund Allotment in CAMS

We have introduced an improvement in fund allotment tracking, ensuring that once a teller’s fund allotment is approved, it impacts both the Cash at Hand and Reserve accounts in the system. This enhancement improves financial traceability, simplifies auditing, and ensures accurate fund movements within the system. Steps To Set Up Teller Fund Allotments Step 1:…

Aligned Loan Repayment Schedules for Groups

The system now automatically aligns loan repayment schedules with a group’s predefined meeting day during loan application, ensuring consistency and easier tracking of repayments. Steps on how to set the group’s meeting day 1. Click on Clients on the left-hand side.2. Search for the specific Group then edit.3. Click on the Group meeting day. 4….