Solooza emisaala ku nteekateeka y'okwewola nga tonnaba kugabula

Okufunza

Kungaanya era okakase buli ensimbi y'obuyingirize ku kwagala okw'okwewola, kireme okuba nti obuwola buweebwa ng'ensimbi z'obuyingirize tezinnalyoka zisasulwa.

Eminuti nga 6 - Amadaala 10. Era kiyitibwa: ensimbi z'obuyingirize, ensimbi z'obuwola, Fee & Payments, okusasula ensimbi z'obuwola.

Ebyetaagisa

  • Okuyingira mu Wakandi Admin Portal ng'olina olukusa okukozesa Accounts ne Applications.
  • Okusaba okw'okwewola okwamaze okukolebwa era nga kuli mu lukolana lwo.
  • Olukalala lw'ensimbi z'obuyingirize luli kumpi, olyoke omanye eby'okusasula ebikwata ku buwola obwo.
  • Olukusa olw'okukozesa Teller wansi wa Transactions, singa ojja kwaniriza ensimbi ku kaunta.

Amadaala

  1. Ggulawo Wakandi Admin Portal era oyinjire.

  2. Mu kabokisi ak'oku ludda olwa kkono, ggulawo Accounts era oklikke Applications. Olupapula luggulawo ku tab ya Pending.

    Olupapula lw'okwagala okw'okwewola olugguddwa ku tab ya Pending, nga lulaga okwagala okw'abammemba n'eky'okwewola, ekiseera n'embeera
    Figure 1: Olupapula lw'okwagala okw'okwewola olugguddwa ku tab ya Pending, nga lulaga okwagala okw'abammemba n'eky'okwewola, ekiseera n'embeera

  3. Noonya omulira gw'omumemba era oguklikke okuggulawo okwagala okw'okwewola.

  4. Mu workflow stepper, klikka 3 Fee & Payments. Lindirira okutuusa ekiseera ekyo lwe kinaamala okuggulawo.

  5. Soma buli kintu wansi wa Charges & Fees ne Insurance. Kakasa buli omuwendo n'oba ng'ensimbi zisasuddwa. Kiriziganya n'omumemba ku muwendo gwonna.

    Amadaala g'ensimbi z'obuyingirize n'okusasula galaga olukalala lw'ensimbi z'obuyingirize n'okusasula n'akabutton ka Add Charge, Pay Online ne Auto debit
    Figure 2: Amadaala g'ensimbi z'obuyingirize n'okusasula galaga olukalala lw'ensimbi z'obuyingirize n'okusasula n'akabutton ka Add Charge, Pay Online ne Auto debit

  6. Bwe wabaawo ensimbi z'obuyingirize ezibula, klikka Add Charge era ojjuze foomu y'ensimbi z'obuyingirize ku lupapula.

  7. Kungaanya ensimbi. Klikka Pay Online okukola okusasula ku yintaneti, oba Auto debit we kikwata ku nkola eyo ey'okukunganya ensimbi.

  8. Okwaniriza ensimbi ku kaunta mu kifo ky'ekyo, ggulawo Transactions > Teller, oluvannyuma New Transaction > Client Transaction, era oklikke Loan Application Fee. Noonya era olonde akawunti, yingiza omuwendo gw'ensimbi z'obuyingirize n'ebikwata ku gwo, oluvannyuma osindike.

    Teller New Transaction ng'ensimbi z'obuyingirize ez'okwagala okw'okwewola zirondeddwa era n'akabokisi ka Search Loan Application nga kalindirira akawunti
    Figure 3: Teller New Transaction ng'ensimbi z'obuyingirize ez'okwagala okw'okwewola zirondeddwa era n'akabokisi ka Search Loan Application nga kalindirira akawunti

  9. Kakasa embeera y'ensimbi z'obuyingirize oluvannyuma lw'okusasula okuggwa. Genda ku ddaala eriddako ery'enkola y'omulimu ng'ensimbi z'obuyingirize ziri mu nteekateeka entuufu.

  10. Okukebera ebyakunganyiziddwa, ggulawo Reports, klikka Loan, oluvannyuma klikka kaadi ya Fee Status Report. Teekawo eby'okulonda byo era oklikke Submit.

Fee Status Report n'eby'okulonda bya lunaku, ttabi, ensimbi z'obuyingirize n'embeera waggulu w'ebivaamu n'akabutton ka Submit
Figure 4: Fee Status Report n'eby'okulonda bya lunaku, ttabi, ensimbi z'obuyingirize n'embeera waggulu w'ebivaamu n'akabutton ka Submit

Ebisoomoza ebya bulijjo & Ebibuuzo Ebiwera

  • Nsobola okuwa obuwola kati era ne nkuŋŋanya ensimbi z'obuyingirize oluvannyuma? Nedda. Tolekawo ensimbi z'obuyingirize ezitezasasulwa nga tonnaba kuwa buwola.
  • Okusasula kwagaana. Lekka akatabo ku tab ya Notes. Kebera akawunti n'ebikwata ku kusasula, oluvannyuma ogezeeko nate.
  • Ensimbi z'obuyingirize z'emu ziragiddwa emirundi ebiri. Kebera ensimbi z'obuyingirize eziriyo dda nga tonnaba kuklikka Add Charge, olyoke olemere okuzidduka.
  • Obuwola bumaze okuggulwawo era ensimbi z'obuyingirize tezinnalyoka zisasulwa. Ggulawo Accounts > Loans, ggulawo obuwola era oklikke tab ya Charges. Geraageranya Amount (USh) ne Amount Paid (USh) okulaba ekikyabula okusasulwa.
  • Fee Status Report ekomawo nga tewali kintu. Kebera eby'okulonda byo n'olukusa lwo olw'okuyingira ttabi, oluvannyuma oklikke Submit nate.
  • Nneetaaga ekikopo ky'eky'okuteeka mu fayiro. Ng'ebivaamu biri ku lupapula, klikka Download era olonde Excel, CSV oba PDF.