In our latest update, we have addressed a critical bug that affected the visibility of the Loan Officer’s name during the accounts import process. This fix enhances the user experience by ensuring that all relevant data is accurately displayed. Previously, when users imported account files, the assigned Loan Officer’s name was not visible. This led…
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.
There are significant enhancements to the ‘Add Member’ page and the member import functionality, aimed at improving user experience and data management efficiency. Some fields are mandatory, while others are optional and can be added later by the admin. The mandatory fields on the ‘Add Member’ page have a red asterisk, as shown below.
Wakandi CAMS has an update to the import tool, introducing additional data fields for SACCO members and the Micro Finance Institution’s customers. This enhancement ensures more detailed member profiles, improved data accuracy, and streamlined management processes. What’s New? The following data fields have been added to the import tool to provide a more comprehensive member…
The system has been enhanced to allow the import of multiple Fixed Deposit (FD) accounts with the same product name for a single member, offering greater flexibility in managing FD accounts. Follow the steps below to execute the process: By following these steps, you can easily import multiple FD accounts for the same member, streamlining…