Okufuna lipooti mu CAMS

Alipoota Kyakyusibwa 14 Aug 2026 Ekyafulumizibwa 1

Ekifunze

Noonya lipoota yonna mu CAMS, gitambuze n'ebikugizo ebituufu, era ogyeko namba. Buli lipoota ekola mu ngeri y'emu; giyige wano omulundi gumu. Eminuuti nga 3 · Amadaala 6. Era eyitibwa: laba lipoota, tambuza lipoota, menu ya lipoota, ggya ebintu ebweru, ggya lipoota.

Ebyetaagisa

  • Okuyingira mu CAMS ng'olina olukusa okukozesa ekitundu kya Reports.
  • Ekiseera n'ettabi ly'oyagala okukolako lipoota.

Amadaala

  1. Yingira mu CAMS. Bw'oba nga tomanyi ngeri ki, laba Engeri y'okuyingira n'okukozesa CAMS Admin.

  2. Ku menu eri ku kkono, nyiga Reports. Menu eyo egaziwa n'eraga eby'enjawulo: Loan, Savings, Share, Transactions, Account, Client, SASRA, MSP ne Statement.

    Menu ya Reports egaziyiziddwa ku ludda olwa kkono, ng'eraga eby'enjawulo bya lipoota okuli Loan, Savings, Share, Transactions, Account, Client ne Statement, ng'oli mwetegefu okulonda emu.
    Figure 1: Menu ya Reports egaziyiziddwa ku ludda olwa kkono, ng'eraga eby'enjawulo bya lipoota okuli Loan, Savings, Share, Transactions, Account, Client ne Statement, ng'oli mwetegefu okulonda emu.

  3. Nyiga ku kika ekikwatagana n'ekibuuzo kyo:

    • Loan ne Savings: ekitabo kya looni n'ekitabo ky'okutereka; amasomo gaabyo galiddawo.
    • Share: obusale bw'emigabo n'ebifaananyi ebyaterekebwa. Transactions: ebya buli lunaku, eby'ensimbi z'obuyinza, eby'ensimbi ezikozesebwa n'ebiwandiiko ebyakyusibwa.
    • Account: obusale n'enkola z'akaawunti. Client: olukalala lw'abammemba. Statement: sitatimenti z'abammemba n'akaawunti.

  4. Nyiga ku kaadi gy'oyagala. Ekiraga lipoota kiggulawo n'ebifo by'ebikugizo n'obutuuni bwa Submit, Clear ne Download. Clear eddamu okuteeka ebikugizo ku ntandikwa okufuna okunoonyereza okuggya.

  5. Teeka ebikugizo, oluvannyuma nyiga Submit. Ebiragibwa bijja mu kifaananyi kya grid wansi. Ebikugizo tebikola kintu kyonna byokka; grid eyongera okukyuka bw'onyiga Submit.

  6. Lindirira okutuusa ng'ekifaananyi kya grid kiwedde okujja, oluvannyuma nyiga Download era olonde Excel, CSV oba PDF. Fayiro eyo egwa mu folda y'ebintu ebyaggyibwa ku mutimbagano mu pulogulaamu yo eya browser.

Amagezi: Ekiseera ekiwanvu ku kitabo kinene kitambula mpola. Kendeza ku kiseera singa lipoota eba etambula mpola.

Eky'okujjukira: SASRA ne MSP zirina ebiwandiiko eby'amateeka era bikola mu ngeri ey'enjawulo: Save etereka ekifaananyi ekyaterekebwa era Saved Reports ekiggulawo nate. Essomo erisembayo ligenda kulaga engeri gye kikola.

Ettendekero lino: lipoota za looni n'eza savings ziddako, oluvannyuma okukebera ebyakolebwa buli lunaku ne sitatimenti z'abammemba. Oluvannyuma lw'ekyo: lipoota z'okubala ebitabo, omwaka gw'ebyensimbi, okuteeka obusale mu nteeko, n'ebiwandiiko bya SASRA.

Ebizibu ebya bulijjo n'Ebibuuzo Ebya Buli Kiseera

  • Lipoota ejja nga tewaliko kintu. Kebera ekiseera n'ettabi, oluvannyuma nyiga Submit nate. Ebitabo ebirimu ebyereere bingi biba bya kiseera oba ettabi eritalina kyakola.
  • Ebyaggyibwa ku mutimbagano birimu emiwere egibula. Wanyize Download ng'ekifaananyi kya grid tekinnaggwa kujja. Kireke kijje bulungi, era Submit nate oluvannyuma lw'okukyusa buli kikugizo.
  • Siyinza kulaba trial balance oba income statement. Ebitabo bya SACCO bya buli omu bisangibwa wansi wa Accounting > Reports, si wano. Essomo eriddawo ligenda kubyogerako.
  • Tewali butuuni ya kufulumya. Ggya PDF ku mutimbagano era ogifulumye okuva mu pulogulaamu yo eya PDF viewer.

Ddayo ku musomo: Lipooti ne Data