demo data cleanup, and cash/bank settings move into Accounting

Planned for: 15 October 2026

Plans can change between now and release day. Anything below can move to a later build.

Summary

Five items are planned. An Admin will be able to wipe an institution's demo transactions before going live while keeping its setup and products, and separate Cash/Bank account settings in CAMS are being folded into Accounting's own ledger settings, alongside a run of smaller fixes.

Coming soon

• An Admin will be able to clear out a tenant's demo transactions before going live, with a confirmation step showing exactly what will be deleted and what will be kept, so setup, products and client records carry over unchanged.
• Cash and bank account setup will move into Accounting's ledger settings instead of being configured separately in CAMS, removing a source of mismatched configuration.
• Maker-Checker approval requests will be filtered to the approver's own branch, fixing a "Client not found" error when approving a request raised in another branch.
• A teller withdrawal will be blocked when the paying bank or mobile money balance is zero, instead of letting the balance go negative.
• A loan statement download error on certain loan products with a long repayment term will be fixed.

What this means for you

Nothing here needs preparation yet.

Contents may change until it ships.